Analyst Research Report Snapshot

Title:

宏達電(2498.TT)1Q財測令人失望,靜待2Q新機動能,維持中立評等

Price:

$23.00

Provider:

SinoPac Sec Investment Service Traditional Chinese

Date:

05 Feb 2013

Pages:

4

Type:

AcrobatPDF

Companies referenced:

2498.TW

Available for Immediate Download
Summary:

競爭環境加劇,維持中立評等:研調處維持Apple競爭力下滑不代表Non-Apple陣營都能雨露均沾的論點不變;觀察4Q12 Tier-2廠商(Sony、LG、Lenovo等)之獲利能力在出貨規模放大及產品組合改善下逐漸導入正軌,亦即Tier-2廠商之產品競爭力、行銷佈建深度、財務體質等方面已有明顯進步,2Q13 HTC之新產品上市後所面臨的競爭環境與1年前相比更加惡劣;對宏達電而言,隨著Smart Phone同質化趨勢不變且產品生命週期日益漸短,供應鏈管理及行銷能力將是後續觀察重點,對其維持中立評等。

Why buy analyst research?

  • Institutional quality research
  • Available for Immediate Download
  • Detailed company or industry insight
  • Print or save
  • 24 hour customer support
Return to previous page without adding this item to your cart.
Email Customer Support.

About Analyst Research

Analyst research reports are available for immediate download after purchase. You will have unlimited access to the report for 24 hours after purchase, to download, print or save it as many times as you wish. Analyst Research provided by Reuters does not constitute investment advice, and is not endorsed by Reuters Research. This information is protected by copyright and intellectual property laws. More information on Analyst Research.