Analyst Research Report Snapshot

Title:

群聯(8299.TT)H13 NAND Flash需求啟動,報價可望持續上揚,調升至買進

Price:

$35.00

Provider:

SinoPac Sec Investment Service Traditional Chinese

Date:

01 Jul 2013

Pages:

5

Type:

AcrobatPDF

Companies referenced:

8299.TWO

Available for Immediate Download
Summary:

投資建議調升至買進:2013年NAND Flash產業供需結構健康,報價持續穩定上揚,相關成品廠商將受惠於漲價利益。預估群聯2013年營收為338.1億元(+2.2%YoY),毛利率為18.5%(2012年15.2%),營業費用為22.6億元,稅後淨利為35.36億元(+31.3%YoY),稅後EPS為19.59元投資建議方面,3Q13 NAND Flash產業需求及報價看法正面,群聯將成為主要受惠廠商之一,投資建議調升至買進,目標價為300元(PER=15X2013EPS)。

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