祥碩(5269)今日有5家券商發布績效評等報告皆評等為看多，目標價區間為2,095～2,590元。
預估 2024年度營收約82.18億～96.42億元間、EPS落在59.47～67.97元間。

值得注意的是，美林證券評等由中立轉向看多，認為：『We upgrade ASMedia to Buy (from Neutral). Since early-Apr, its price has dropped by 25+% on concerns about competition (which is overblown) and rights issuance, in our view. We see this as an enhanced entry point, considering a more structural growth from 2024, aided by: 1) higher ASPs and share gain in the AMD business with raised estimates; and 2) spec migration in USB/PCIe. We hike 2024-26E EPS by 11-20% to reflect 1) a strengthened core business outlook; and 2) much higher non-op gain from WT Micro post its acquisition of Future Electronics (in April). Our PO of NT$2,450 is based on SOTP (was 35x 2H24-1H25E P/E) with same valuation period, which includes 35x P/E to core business, market cap of WT Micro, and net cash/share ~NT$80.』。

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

CMoney 小編

CMoney團隊透過大數據分析，每日提供股市重大事件資訊，期望讓投資人更有效率找出理想的投資標的。