群創 面板獲利看漲 - 工程師
By Olive
at 2014-07-01T23:25
at 2014-07-01T23:25
Table of Contents
群創(3481)受惠於面板產業基本面轉佳,今年以來不僅NB面板持續缺貨,4K2K面板更是供不應求,加上經營階層不吝喊出「慘業變成燦業」的樂觀看法,激勵上周四出現一根巨量長紅、創今年新高,所有均線反轉向上。從籌碼面看,近1個月外資買超張數高達12.5萬張,有利股價續攻,後續將挑戰去年9月的14.5元高點。
群創第1季營收下滑7.9%,來到895.59億元,每股盈餘0.02元優於預期,第2季營收預期有兩位數成長,單季營收將重回千億元大關。下半年面板需求走高,面板廠今年獲利表現看漲。
http://ppt.cc/IxSZ
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群創第1季營收下滑7.9%,來到895.59億元,每股盈餘0.02元優於預期,第2季營收預期有兩位數成長,單季營收將重回千億元大關。下半年面板需求走高,面板廠今年獲利表現看漲。
http://ppt.cc/IxSZ
--
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