Analyst Research Report Snapshot

Title:

穩懋(3105.TT)4Q回溫符合預期,評價並未偏低,維持中立評等

Price:

$23.00

Provider:

SinoPac Sec Investment Service Traditional Chinese

Date:

31 Oct 2012

Pages:

4

Type:

AcrobatPDF

Companies referenced:

3105.TWO

Available for Immediate Download
Summary:

穩懋近期股價自9月中已大幅修正近3成,預期短線上在營運回穩下股價有反彈之契機,但考量:(1)4Q 營收雖可望回穩,然符合預期,且獲利將因毛利率下滑及認列晶電跌價損失而衰退,(2)因產能限制因素,2013年營收成長將放緩,且目前評價與國際大廠Avago、Skyworks相當,並未低估(3)Samsung在其低階SmartPhone之Band 1已採用silicon製程之PA,後續採用態度及其他品牌廠是否跟進值得留意。綜上所述,維持中立評等

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