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udn股市要聞
udn股市要聞:每日提供有關股市政策面、基本面及技術面的相關新聞及個股重要訊息,做完整深入的報導,有助投資人抓住進出股市的最佳時機。
本季看平 正崴製造下季旺增2成
May 16th 2013, 06:55

上市連接器廠正崴(2392)今年第一季合併營收雖較上季衰退超過2成,不過在毛利率站上10.12%水準,以及台幣貶值匯兌收益1.6億元的挹注下,稅後純益達5.58億元,較去年大增7倍,每股稅後盈餘1.13元,較去年同期0.14元大幅成長;市場預估,正崴本季營運將與上季相當,等待第三季旺季到來,製造業務可望有20%季增空間。而嘉澤(3533)首季稅後淨利.85億元,年增8.9%,每股稅後盈餘1.98元,穩坐連接器獲利王寶座。

正崴第一季合併營收268.77億元,季衰退23%,年增33%,在匯兌收益的加持下,單季稅後純益5.58億元,每股純益1.13元,雖較上季每股賺2.6元衰退,不過比去年同期0.14元大增。

市場預估正崴第二季製造業務接單回溫,通路則因未有新產品推出,則會出現下滑一些,整體本季將與第一季相當,第三季旺季,正崴營運將向上攀升,製造業務估季成長20%,毛利率也有機會走升表現。

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