下修宏達電股價 外資:只剩4字頭 – 中時電子報
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下修宏達電股價 外資:只剩4字頭
2015年08月08日 04:10
中國時報 翁毓嵐/台北報導
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宏達電(HTC)日前法說會端利空,不僅對第3季展望差、預計還要再虧掉至少半個股本,全年也難見獲利,致市場信心受衝擊,昨天開盤股價就以跌停價63元躺平鎖死到關門;多家外資也紛紛下修目標價,其中有3家只剩4字頭,並一致建議投資人「減碼」或「賣出」。受今年主打旗艦機M9系列機款買氣不旺、中國市場銷售並不如預期影響,宏達電預期第3季每股還要再虧5.51~5.85元,利空衝擊下,昨宏達電一早開盤,就以63元跌停價開出,並一價到底收盤,再創掛牌以來新低收盤價,跌停價位賣單高掛超過8300張,欲脫手的投資人想賣還賣不掉。
下修宏達電股價 外資:只剩4字頭 - 中時電子報
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下修宏達電股價 外資:只剩4字頭
2015年08月08日 04:10
中國時報 翁毓嵐/台北報導
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宏達電(HTC)日前法說會端利空,不僅對第3季展望差、預計還要再虧掉至少半個股本,全年也難見獲利,致市場信心受衝擊,昨天開盤股價就以跌停價63元躺平鎖死到關門;多家外資也紛紛下修目標價,其中有3家只剩4字頭,並一致建議投資人「減碼」或「賣出」。受今年主打旗艦機M9系列機款買氣不旺、中國市場銷售並不如預期影響,宏達電預期第3季每股還要再虧5.51~5.85元,利空衝擊下,昨宏達電一早開盤,就以63元跌停價開出,並一價到底收盤,再創掛牌以來新低收盤價,跌停價位賣單高掛超過8300張,欲脫手的投資人想賣還賣不掉。
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多家外資也陸續發布最新調告,再下砍宏達電的目標價,從100、70,下修至6、5字頭,甚至直落4字頭,最低來到45元,最高的則為69元。另一方面,多家外資也調降宏達電今年到2017年的EPS(每股盈餘),預期其今年度每股的虧損數字將擴大,虧損最少的也有10.48元,虧損最多的甚至超過20元。外資多認為,宏達電的營運在短期內,很難看到起死回生的反彈,雖宏達電將在下半年以優化版的M9、M9+系列機款,及宣稱將令人耳目一新的明星級高階新機應戰,同時也將積極投入VR(虛擬實境)裝置相關領域,但外資看法仍多悲觀。今年6月初的股東會上,董事長王雪紅提出將「大幅降低營業成本,及改善營運效率」的營運目標,外媒路透社昨天則指出,為達到降低營運成本目的,宏達電將大幅裁減員工數。惟宏達電昨一早就發出澄清,否認路透社記者的臆測報導,並表示「將不對外透露更多降低營運成本的細節」,僅透露將在「特定營運領域」,進行策略性撙節,同時會增加投資具前景的領域。(中國時報),