工業電腦5月報喜 股價漲勢再起
作者: admin 日期: 2010-06-10 11:45
工業電腦5月營收再報佳音!威達電(3022)、新漢(8234)、振樺電(8114)、飛捷(6206)、研華(2395)5月營收年增率各高達207.83%、95.8%、84.89%、49.54%、80.18%,研華、飛捷與振樺電5月營收更創下歷史新高,法人指出,下半年工業電腦產業將進入旺季,相關族群可望有一波表現,可多加留意。
因全球景氣觸底回春,工業電腦市場需求回籠,相關公司今年本業表現逐季增溫,獲利表現也不俗,研華5月營收14.06億元,年增率達80.18%,飛捷5月營收為3.02億元,年增率49.54%,均創下單月歷史新高,振樺電5月營收2.09億元,月增率29.39%,年增率84.89%。
研華連續3個月營收創下新高,研華表示,5月受惠於電信及醫療等產業客戶出貨增加,營收再創新高,預估全年營收會有兩位數成長,毛利率可維持一定水準,今年將進一步拓展新興市場,既有的中國以及歐美市場也將持續深耕,未來三年新興市場對研華貢獻可望有明顯成長。飛捷表示,市場訂單能見度頗高,在美國與歐洲市場的餐飲、零售、超商POS訂單支持下,樂觀看待今年下半年表現。
威達電近來在博弈相關產品的出貨,也出現大幅成長,大客戶G-Tech彩票機訂單開始放量,今年本業表現深受期待,法人預估威達電今年稅後EPS可挑戰4元。
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