信驊(5274)今日僅HSBC發布績效評等報告，評價為看多，目標價為2,800元。
預估 2023年度營收約44.18億元、EPS約44.44元。

值得注意的是，HSBC評等由看空轉向看多，認為：『Our Reduce rating was predicated on 2023e weakness; however, we overlooked the market's positive view on long-term content growth, which saw the share price rally. Now, with the cyclical trough passed, we look to the long-term and adopt a more positive content growth outlook, with 35% earnings CAGR for 2023-25e, mainly driven by a faster ramp-up of AST 1060 starting from 2024e, vs our previous 2022- 24e earnings CAGR of +15%. We are still 13%/15% below consensus on 2024/25e EPS as we assume a slower AST 2700/1700 migration. We cut our 2023/24e EPS by 22%/12% factoring in recent order cuts across server customers. We apply our higher target PE multiple of 34x (from 24x) to our newly introduced 2025e EPS of TWD81.23, giving us a new rounded target price of TWD2,800 (from TWD1,400), implying 3% upside, and we upgrade the stock to Hold, from Reduce.』。

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