台郡攻5G商機 法人力挺
Date: 2019-02-25
News Type:
PCB大廠台郡(6269)今年全力搶攻高頻天線模組商機,看好5G長期帶來的效益,外資、投信大舉買超。截至21日,累計近五日三大法人合計買超16,240張,台郡上周五(22日)短線漲多修正,股價收在92.5元,下跌0.3元、跌幅0.32%。
台郡成立於1997年,主要從事各類軟性印刷電路板之生產與銷售,產品涵蓋軟性單層板、軟性雙層板、軟性多層板、軟硬結合板等,應用面涵蓋手機、筆電及平板電腦、液晶顯示器、消費型電子產品等。
台郡目前最大客戶為蘋果,產品面涵蓋iPhone、Mac、iPad等,尤以手機業務貢獻最多,截至去年第4季占營收比重達八成,而台灣主要競爭對手為嘉聯益、臻鼎等。
蘋果2018年下半年推出iPhone XS、XS Max及XR,惟銷量不如預期,導致蘋果供應鏈受拖累,台郡也遭波及,2018年稅後純益26.45億元,每股盈餘8.55元,不如2017年10.07元水準。
儘管大客戶銷量不佳,但台郡2018年第4季仍繳出優於預期的成績。單季營收為83.83億元,合併毛利率為23.7%,營業淨利率為18%,稅後純益為12.56億元,每股盈餘為4.03元。
展望今年營運,台郡預估2019年全年度營運較2018年個位數成長。至於首季營運,預期生產產值規劃將較2018年第1季下滑10%到持平之間。
台郡董座鄭明智指出,台郡在2018年動盪不安的國際局勢中,仍能保持連續五年營收成長的亮眼表現,台郡的成長主要來自多元化創新技術,5G智慧多功能天線及新複合材料開發將是公司未來營運成長的重心。
台郡全力搶攻高頻天線模組商機,看好5G長期帶來的效益,多家法人機構調升台郡目標價,價格落在84至103元區間。法人預估,台郡今年正式跨入高頻天線模組量產,將帶動2019-2020持續成長,預估今明年每股盈餘達8.58元、9.43元。
法人指出,台郡新成長機會主要來自modified PI及LCP上布局有成,假設台郡今年能為iPhone提供三成modified PI低頻天線,預期天線占今明年營收將達10%、15%,帶動台郡2018至2020年營收年複合成長率達一成。
從技術面來看,上周線型呈現連五紅,但20日上攻留上影線之後,連兩日量能不足導致上攻力道不足,10日MA在86.07、24日MA在79.76元短線上多方控盤,就均線上動能未轉弱,日線月線扣抵尚低,若能維持量能下周不排除有突破20日高點可能。至於9日K值90.22、D值90.57,呈現死差格局,DIF4.78、MACD2.88,柱狀仍未轉弱。
從法人籌碼觀察,外資15日大單敲進5,234張,投信、自營商同步加碼,帶動當日台郡直攻漲停板,之後外資與投信連續加碼,截至22日,外資連續六天買超、張數達12,568張,為推升股價上漲主要推手。至於投信則連續七天買超、張數達5,028張,自營商則買多賣少。(新聞來源:經濟日報)
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