景碩(3189)今日有3家券商發布績效評等報告,多數券商偏向中立,其中有1家評等為買進、2家評等為中立,目標價區間為105~135元。
預估 2023年度營收約293.25億~296.01億元間、EPS落在2.07~2.55元間。
值得注意的是,花旗美邦證券評等由中立轉向看多,認為:『Our DCF-based target price for Kinsus is NT$135. Factoring in a 3.6% risk-free rate (YTD avg. 10-year government bond), a 7% risk premium and beta of 1.37, we calculate Kinsus’ WACC at 10.7%. Our DCF model assumes 1.5% long-term revenue growth and a 23.3% EBIT margin in 2025E with a gradual annual decline going forward. Our target price equates to 14x 2024E EPS, which is a reasonable multiple during normal cycle and demand recovery in 2024 and reflects its lower technology vs leading ABF players.』。
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https://www.cmoney.tw/r/2/d04n9s
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