PCB類股旺 軟板最出色
Date: 2015-03-05
News Type:
臻鼎(3)日下午舉行法說會，公佈去年第四季財報與年報，法人估公司去年EPS 8.8元，全年EPS將再改寫歷史新高。公司啟動擴產計畫，淮安生產基地預計上半年完工，為未來5年發展重心。
嘉聯益受惠美系客戶智慧手錶4月上市，因公司為該產品軟板主要供應商，且軟板材料強化無線傳輸等功能，新產品上市將有助嘉聯益第一季營運表現，公司投入無線材料與軟板制程早於同業，使嘉聯益成為智慧手錶主要台系供應商。
法人表示，軟板族群元月營收優於往年，月營收普遍較上月增長，預估今年第一季將出現淡季不淡表現，其中又以供貨Apple Watch的嘉聯益與臻鼎可望在新產品帶動下挹注營運，拉近上下半年營收差距。(新聞來源：聯合晚報)
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