怎麼看被動元件景氣?國巨陳泰銘只說這7 - 工程師

By Dora
at 2019-06-05T23:17
at 2019-06-05T23:17
Table of Contents
※ [本文轉錄自 cjol 信箱]
作者: popo123456 (可仔) 看板: Stock
標題: [新聞] 怎麼看被動元件景氣?國巨陳泰銘只說這7
時間: Wed Jun 5 12:17:40 2019
新聞來源
https://ec.ltn.com.tw/article/breakingnews/2812690
記者張慧雯/台北報導〕國巨(2327)今(6)日舉辦股東會,針對被動元件目前產業現
況,董座陳泰銘很坦誠表示,「審慎保守看未來」,據了解,目前國巨的產能利用率約3-
4成、庫存估計約4-5個月,且受到美中貿易戰影響,客戶拉貨動能也減弱。
國巨小股東最關心的就是今年下半年和明年營運展望,陳董分析,目前貿易戰衝突加劇,
出乎市場意料之外,近來情況比原先想像差,他以「審慎保守看未來」7個字回應。
至於今年是否會實施庫藏股政策,陳泰銘則表示,去年曾實施收購庫藏股,主要是去年曾
有單季獲利到30元-40元條件,股價的確是委屈,有小股東建議此刻應實施庫藏股,他則
回應「會在適當時機考慮」。
針對台積電股利分次發放,今日也有小股東建議未來股利是否能夠採「半年發放1次」,
陳泰銘則表示,明年股東會可討論。
此外,還有股東提問去年兩大併購案的效益似乎尚未顯現,陳泰銘解釋,併購君耀主要為
客戶提供多元化產品,併購普思電子主要是擴大車用電子應用布局,都是國巨朝高端產品
前進的動力,有助於提升國際競爭力。
.......
心得
3-4成的產能利用率,有夠慘的,對比去年這時搶貨搶翻天,真是天壤之別
--
作者: popo123456 (可仔) 看板: Stock
標題: [新聞] 怎麼看被動元件景氣?國巨陳泰銘只說這7
時間: Wed Jun 5 12:17:40 2019
新聞來源
https://ec.ltn.com.tw/article/breakingnews/2812690
記者張慧雯/台北報導〕國巨(2327)今(6)日舉辦股東會,針對被動元件目前產業現
況,董座陳泰銘很坦誠表示,「審慎保守看未來」,據了解,目前國巨的產能利用率約3-
4成、庫存估計約4-5個月,且受到美中貿易戰影響,客戶拉貨動能也減弱。
國巨小股東最關心的就是今年下半年和明年營運展望,陳董分析,目前貿易戰衝突加劇,
出乎市場意料之外,近來情況比原先想像差,他以「審慎保守看未來」7個字回應。
至於今年是否會實施庫藏股政策,陳泰銘則表示,去年曾實施收購庫藏股,主要是去年曾
有單季獲利到30元-40元條件,股價的確是委屈,有小股東建議此刻應實施庫藏股,他則
回應「會在適當時機考慮」。
針對台積電股利分次發放,今日也有小股東建議未來股利是否能夠採「半年發放1次」,
陳泰銘則表示,明年股東會可討論。
此外,還有股東提問去年兩大併購案的效益似乎尚未顯現,陳泰銘解釋,併購君耀主要為
客戶提供多元化產品,併購普思電子主要是擴大車用電子應用布局,都是國巨朝高端產品
前進的動力,有助於提升國際競爭力。
.......
心得
3-4成的產能利用率,有夠慘的,對比去年這時搶貨搶翻天,真是天壤之別
--
Tags:
工程師
All Comments

By Anonymous
at 2019-06-10T12:22
at 2019-06-10T12:22

By Mason
at 2019-06-13T11:05
at 2019-06-13T11:05

By Heather
at 2019-06-16T10:32
at 2019-06-16T10:32

By Isla
at 2019-06-20T07:23
at 2019-06-20T07:23

By Hardy
at 2019-06-24T00:52
at 2019-06-24T00:52

By Jacky
at 2019-06-28T17:40
at 2019-06-28T17:40

By Erin
at 2019-07-02T13:10
at 2019-07-02T13:10

By Mia
at 2019-07-06T05:33
at 2019-07-06T05:33

By Todd Johnson
at 2019-07-09T22:49
at 2019-07-09T22:49

By Hamiltion
at 2019-07-13T02:08
at 2019-07-13T02:08

By Poppy
at 2019-07-17T22:30
at 2019-07-17T22:30

By Faithe
at 2019-07-22T08:00
at 2019-07-22T08:00

By Charlie
at 2019-07-22T19:37
at 2019-07-22T19:37

By Kelly
at 2019-07-23T00:43
at 2019-07-23T00:43

By Frederic
at 2019-07-24T17:21
at 2019-07-24T17:21

By Oliver
at 2019-07-27T02:42
at 2019-07-27T02:42

By Elizabeth
at 2019-07-28T10:16
at 2019-07-28T10:16

By Ophelia
at 2019-07-31T12:16
at 2019-07-31T12:16

By Aaliyah
at 2019-08-05T09:17
at 2019-08-05T09:17

By Ethan
at 2019-08-06T02:21
at 2019-08-06T02:21

By Hardy
at 2019-08-10T07:49
at 2019-08-10T07:49

By Genevieve
at 2019-08-13T06:00
at 2019-08-13T06:00

By Dora
at 2019-08-14T02:44
at 2019-08-14T02:44

By Dora
at 2019-08-16T14:06
at 2019-08-16T14:06

By Mason
at 2019-08-20T05:06
at 2019-08-20T05:06

By Annie
at 2019-08-24T06:03
at 2019-08-24T06:03

By Olive
at 2019-08-26T21:33
at 2019-08-26T21:33

By Faithe
at 2019-08-26T22:57
at 2019-08-26T22:57

By Steve
at 2019-08-29T15:14
at 2019-08-29T15:14

By Yuri
at 2019-09-02T10:54
at 2019-09-02T10:54

By Anthony
at 2019-09-06T15:12
at 2019-09-06T15:12

By Dorothy
at 2019-09-07T14:22
at 2019-09-07T14:22

By Caroline
at 2019-09-08T22:52
at 2019-09-08T22:52

By Dora
at 2019-09-11T02:45
at 2019-09-11T02:45

By William
at 2019-09-13T07:43
at 2019-09-13T07:43

By Yuri
at 2019-09-16T21:37
at 2019-09-16T21:37

By Belly
at 2019-09-17T14:48
at 2019-09-17T14:48

By Ivy
at 2019-09-21T07:50
at 2019-09-21T07:50

By Eden
at 2019-09-22T11:17
at 2019-09-22T11:17

By Hedwig
at 2019-09-26T12:44
at 2019-09-26T12:44

By George
at 2019-09-29T23:28
at 2019-09-29T23:28

By Emma
at 2019-09-30T12:44
at 2019-09-30T12:44

By Candice
at 2019-10-01T07:20
at 2019-10-01T07:20

By Quanna
at 2019-10-05T16:11
at 2019-10-05T16:11

By Ophelia
at 2019-10-06T12:51
at 2019-10-06T12:51

By Andrew
at 2019-10-07T02:01
at 2019-10-07T02:01

By Carol
at 2019-10-10T21:22
at 2019-10-10T21:22

By Lydia
at 2019-10-13T21:18
at 2019-10-13T21:18

By Freda
at 2019-10-13T23:03
at 2019-10-13T23:03

By Eden
at 2019-10-16T10:38
at 2019-10-16T10:38

By Emily
at 2019-10-21T06:14
at 2019-10-21T06:14

By George
at 2019-10-23T19:23
at 2019-10-23T19:23

By Hedda
at 2019-10-27T14:13
at 2019-10-27T14:13

By Heather
at 2019-11-01T07:16
at 2019-11-01T07:16

By Valerie
at 2019-11-02T22:49
at 2019-11-02T22:49

By Ursula
at 2019-11-03T21:59
at 2019-11-03T21:59

By Elvira
at 2019-11-08T06:23
at 2019-11-08T06:23

By Irma
at 2019-11-11T12:18
at 2019-11-11T12:18

By Kelly
at 2019-11-12T02:51
at 2019-11-12T02:51

By Joseph
at 2019-11-16T00:34
at 2019-11-16T00:34

By Valerie
at 2019-11-17T06:19
at 2019-11-17T06:19

By Zenobia
at 2019-11-19T19:29
at 2019-11-19T19:29

By Edward Lewis
at 2019-11-21T22:05
at 2019-11-21T22:05

By Linda
at 2019-11-25T06:22
at 2019-11-25T06:22

By Olga
at 2019-11-26T19:24
at 2019-11-26T19:24

By Frederic
at 2019-11-27T13:15
at 2019-11-27T13:15

By Callum
at 2019-11-28T16:01
at 2019-11-28T16:01

By Carolina Franco
at 2019-11-30T11:36
at 2019-11-30T11:36

By Hedda
at 2019-11-30T16:53
at 2019-11-30T16:53

By Isabella
at 2019-12-02T21:11
at 2019-12-02T21:11

By Andrew
at 2019-12-05T05:22
at 2019-12-05T05:22

By Jacob
at 2019-12-07T13:31
at 2019-12-07T13:31

By Zanna
at 2019-12-10T13:04
at 2019-12-10T13:04

By Audriana
at 2019-12-11T06:15
at 2019-12-11T06:15

By Valerie
at 2019-12-14T16:31
at 2019-12-14T16:31

By Iris
at 2019-12-19T06:29
at 2019-12-19T06:29

By Callum
at 2019-12-21T02:28
at 2019-12-21T02:28
Related Posts
Q1年增68% 台灣半導體世界第一

By Necoo
at 2019-06-05T22:51
at 2019-06-05T22:51
鴻海富士康在美廠裁員155人?郭台銘:假

By Lydia
at 2019-06-05T22:36
at 2019-06-05T22:36
在AMD EPYC處理器上以10小時內完成驗證

By Blanche
at 2019-06-05T22:32
at 2019-06-05T22:32
如何成為未來的人才?張忠謀認為要掌握這四大關鍵

By Andrew
at 2019-06-05T22:27
at 2019-06-05T22:27
反駁血汗低薪謠言 郭董開放鴻海土城總部

By Todd Johnson
at 2019-06-05T19:42
at 2019-06-05T19:42