京元電子(2449)今日僅瑞銀證券發布績效評等報告，評價為看多，目標價為135元。
預估 2024年度營收約348.06億元、EPS約8.65元。

值得注意的是，瑞銀證券評等由中立轉向看多，認為：『We upgrade our rating from Neutral to a Buy based on the following. Its track record and technology support should maintain King Yuan's solid position at Nvidia, ramping to 12%/32% of its sales in '24/25E. We forecast high performance computing TAM to grow 30% in 2026 on more GPU and ASIC projects. A higher utilisation and better mix should offset depreciation, expanding GM/OpM to 39%/29%. While current PE is in line with peers, it could re-rate on improved visibility. We raise 2024-26E EPS 3-10% and our price target to NT$135.00.』。

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