緯穎(6669)今日僅美林證券發布績效評等報告,評價為看多,目標價為2,800元。
預估 2023年度營收約2,419.01億元、EPS約68.9元;預估2024年度營約3,300.22億元、EPS約108.09元。
值得注意的是,美林證券評等由中立轉向看多,認為:『We lift 2023-25E earnings by 3-18% mainly to reflect 4Q23P results and further GM expansion in 2024-25 with more ASIC projects kick-off, more than offsetting the rising R&D costs. We raise PO to NT$2,800 (21x 2H24-1H25E EPS) from NT$2,400 with valuation multiple/basis unchanged. Reiterate Buy on delivery in Amazon and increasing ASIC AI server projects launches since 3Q23.』。
想知道更多股市相關資訊,可點擊下方連結,從籌碼K線APP查詢哦!
https://www.cmoney.tw/r/2/d04n9s
發表
我的網誌