欣興(3037)今日僅美林證券發布績效評等報告,評價為看多,目標價為250元。
預估 2023年度營收約1,082.14億元、EPS約8.26元。
值得注意的是,美林證券評等由中立轉向看多,認為:『Unimicron has already generated revenue from AI server by supplying PCB/HDI. We expect the revenue contribution to rise, thanks to increasing demand for artificial intelligence (AI) servers. Simply put, it has a higher share in accelerator module (OAM for GPUs), which requires an integration of HDI and PCB, while it has potential to gain more share in UBB (under OAMs), which requires big-sized PCBs with high layer count. Our analysis in suggests the firm will generate 1%/3%/10% incremental revenue in 2023/24 /25 from related businesses. We upgrade Unimicron to Buy with new PO of NT$250.』。
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