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大摩看好晶電受惠LED照明成長 估今年有獲利表現
Aug 11th 2013, 23:09

【陳俐妏/台北報導】晶電 (2448) 第2季每股盈餘達0.38元,上半年每股盈餘0.11元,順利轉盈。摩根士丹利證券出具報告表示,晶電獲利回溫速度雖較緩,但在較佳產品組合,和內部成本節約,受惠LED照明成長趨勢,今年有望繳出獲利表現,維持加碼評等。
 
摩根士丹利證券指出,晶電應可受惠LED照明持續成長的動能,全球一線大廠委外訂單下半年轉強,預估LED照明可望貢獻晶電下半年營收占比達40%,較上半年30%提升,加上產品組合轉佳,客戶分散化策略,有望舒緩價格壓力,因此正向看好下半年獲利表現,維持加碼評等,和目標價74.2元。
 
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