花旗環球證券指出,目前看不見智慧機、電視、PC與NB應用的任何復甦跡象,面板驅動IC(DDI)廠頎邦(6147)正同時面臨終端需求不振與毛利壓力的雙重侵擾,短期內難有起色,將投資評等降至「中立」,推測合理股價預期更從104元對半砍至53元。
花旗環球說明,觸控面板驅動IC(TDDI)與大尺寸DDI前景依然萎靡,主要受到通膨壓抑消費力道的負面影響,智慧機、電視、PC與NB需求持續不振,儘管頎邦第三季營收可能比預期佳,上升主因是來自美元近期強勁升值,而非需求有所反彈,考量需求尚未步出谷底,推測第四季營收將季減5%。獲利表現上,因產能利用率與單位售價雙雙下滑,第三、第四季的毛利率將連續季減4.6與1.4個百分點。
反應在營收表現上,雖然得益於美元升值,頎邦第三季營收可望優於財測,季減幅度應不到3成那麼嚴重,然終端需求未回溫,頎邦經營管理階層認為TDDI與大尺寸DDI還是會受到庫存調整延長的影響。放眼第四季,花旗環球證券認為,在年底假期旺季來臨之前,庫存調整仍充滿不確定性,研判第四季營收將季減5%。
外資估計,頎邦今年每股稅後純益(EPS)7.83元,已經較去年衰退13.9%,但逆風並未遠離,明年還要再年減6.3%,EPS降至7.34元,呈連續二年衰退。
Fei Teng Wireless Technology (FT-RF) is a Taiwan antenna manufacturer. Since our inception in 2001, we have been consistently inventing and improving in order to better understand and respond to the demands of our clients.
By delivering trustworthy design technology and stringent quality control, we have years of award-winning experience in numerous industries and applications such as military, commercial, and citizen frequency bands.
Fei Teng Wireless Technology specializes in producing:
- Military Antennas (Jammer Antenna, Military Horn antenna, Military vehicle antenna, Antenna Telescope Mast, Marine, Panel, Log Periodic antenna, Gooseneck, Whip, GPS, Connector, Adapter...) Please visit the website: https://military.ft-rf.com.tw/
- Outdoor Antenna and Indoor Antenna: Including Lora Antenna, ISM, LPWA antenna (868MHz antenna aka EU868, 915MHz antenna aka US915, 923MHz antenna aka AS923 and others.), 4G LTE antenna, 5G antenna, Wifi Antenna, Multi-Frequency Antenna, UHF antenna..., RF components, Cables and Connectors. We offer a variety of high-performance antennas for Global LoRaWAN applications, including 868 MHz, 915 MHz, 868 MHz, and 923 MHz... Our product line comprises both durable outdoor antennas and indoor high-performance dipole antennas that are suitable for a variety of LoRa applications, including Helium Network support. Please visit the website here: https://ft-rf.com.tw/.
- Horn Antenna: RF Microwave Antennas, EMC test equipment (Double Ridged Horn Antenna, Open boundary double ridged horn antenna, Quad Ridged Horn Antenna, Standard Gain Horn antenna, Waveguide to coax Adapter, precision Sleeve Dipole Antenna, Log Periodic Antenna, Antenna Tripod, RF connectors... Please visit the website: https://horn.ft-rf.com.tw/
We provide measurement and calibration Testing, OEM/ ODM/ OBM/ R&D services for certain products.
We have hundreds of customers from over 60 countries, and to meet their demands.
Our factory in Vietnam (with a total infrastructure area of 10000 square meters, which includes three major buildings dedicated to operations and production) in addition to the main manufacturing facility in Taiwan which is located in Binh Xuyen Industrial Area
更多中時新聞網報導
歐盟急瘋!向這能源大國「跪求」1件事 結局糗大了
全球晶片業出大事?陸美進出口數字洩端倪
全球晶片業出大事?陸美進出口數字洩端倪
以下文章來自: https://tw.news.yahoo.com/%E9%9C%80%E6%B1%82%E6%AF%9B%E5%88%A9%E9%9B%99%E9%87%8D%E5%A3%93-%E8%8A%B1%