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13:26:41\",\"post_click_count\":1534,\"post_comment_count\":2,\"post_address\":null},{\"post_content\":\" 历时将近一年的闻泰科技(600745.SH)收购安世半导体有限公司(以下简称“安世半导体”)事项6月5日已获得中国证监会审核通过。 6月14日,闻泰科技方面对《中国经营报》
闻泰科技吧(600745)
闻泰科技吧
34.85-1.27-3.52%
帖子数1篇
还我天空一片绿
影响力注册时长2.1年
发表于 06-15 17:30 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 17:30
已答
周一涨停?
寰宇北斗
影响力注册时长5.1年
发表于 06-15 13:26 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-15 13:26
已答
与同类股相比,这股业绩差、盘子大、股价高、风险极大。
实力被割
影响力注册时长6个月
发表于 06-14 16:06 来自Android版
帖子审核中,仅自己可见
更新于 06-15 07:35
已答
虽然空仓闻泰,但依然看好,希望周一低开,再买入,在这个股赚了将近8000块。
发表于 06-15 00:04 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 00:04
已答
今天有卖了的嘛
美的的好一般人不懂
影响力注册时长2个月
发表于 06-14 23:48 来自股吧手机网页版
帖子审核中,仅自己可见
更新于 06-14 23:49
已答
证 监 会出台了资本市场9项开放措施,大家怎么看!!!!!
kissmydick
影响力注册时长4年
发表于 06-14 14:09 来自Android版
帖子审核中,仅自己可见
更新于 06-14 23:44
已答
没办法,34.71冒险补了点仓
waiwaigan
影响力注册时长3.8年
发表于 06-14 18:21 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-14 22:40
已答怎么看笑话的今天还没有滚出来?
今天终于暴跌-3.52%,天天来唠叨,总得实现一次嘛!
股友GiHZLM
影响力注册时长6个月
发表于 06-14 17:04 来自Android版
帖子审核中,仅自己可见
更新于 06-14 17:05
已答
整体芯片 5G都在跌有什么担心的,有多余钱就补充。没有了就等下周涨回来。
诚信为本22
影响力注册时长10个月
发表于 06-14 16:56 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:57
已答
闻泰科技合理价在17元左右
hxz66666
影响力注册时长9个月
发表于 06-14 16:40 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-14 16:42
已答
下周飞起来
发表于 06-14 16:39 来自股吧网页版
帖子审核中,仅自己可见
更新于 06-14 16:40
已答
今天是补仓好时机
返回顶部
手机网 eastmoney.com
2020年11月09日APP讯,上港集团(600018)急速拉升0.42元,涨幅9.29%,成交量17119.30万股,成交额8.12亿元,换手率0.74%,振幅8.63%,量比6.31。
昨日(2020-11-06)该股净流入金额5184.00万元,主力净流入5282.32万元,中单净流出-152.81万元,散户净流入54.50万元。
最近5日主力增减仓(万元):
最近一个月内,上港集团共计登上龙虎榜0次,表明上港集团股性不活跃。
公司主要从事集装箱板块、散杂货板块、港口物流板块和港口服务板块。
截止2020年9月30日,上港集团营业收入192.1486亿元,归属于母公司股东的净利润60.0956亿元,较去年同比减少11.1924%,基本每股收益0.2593元。
风险提示:个股诊断结果通过运算模型加工客观数据而成,仅供参考,不构成*投资建议。
近日闻泰科技与趋动科技宣布达成战略合作,联合推动数据中心人工智能产业生态,这是闻泰科技进入服务器领域的又一重大举措。
闻泰科技服务器事业部于2020年成立,此前闻泰自住研发的G850T6是*4U双路存储服务器,拥有超大的储存容量和灵活的扩展能力,适用于企业级冷存储、温存储、区块链分布式存储等应用场景。此外,闻泰科技旗下的安世半导体近日还宣布推出新款80V和100VASFET。
CMB International Securities LimitedAlex Ng,Lily Yang,Lana Lin近期对闻泰科技进行研究并发布了研究报告《Diversified hardware play with bright outlook》,本报告对闻泰科技给出买入评级,认为其目标价位为93.12元,当前股价为76.51元,预期上涨幅度为21.71%。
闻泰科技(600745)
We initiate Wingtech with BUY and TP of RMB93.12. We hold an optimistic view as the Company has expanded into the semi IDM and optical imaging module market successfully in recent years, transitioning from a top ODM manufacturer.New business units can immediately boost the Company’s top line (FY21: RMB13.8bn semi rev on top of RMB38.7bn ODM rev) and improve profitability as new BUs have higher NPMs (FY21 NPM: 19.1% for semi vs. 0.5% for ODM). The Company emerges as a more resilient hardware play with more diversified and lucrative businesses. Our TP of RMB93.12 is based on 25x FY23 P/E, which is 2SD lower than its historical mean (46x).
Business in transition. Through two acquisitions, Wingtech successfully enters new markets with big TAMs and better growth outlook. The Companyalso reduces its reliance on smartphone ODM and moves to other diversified ODM markets (e.g. AIoT, auto). Revenue growth slowed down during thisperiod (FY21: 2% YoY). We expect a rebound with a higher growth starting from 2022 as revenue contributions from new BUs grow faster (2022-24E C*R: Semi IDM/Optical module 41.6%/100.5% vs. ODM 26.2%).
Outlook is bright. 1) For ODM, we believe the Company’s new projects willstart to contribute to revenue in 2022/23. Product mix in ODM is expected to improve (higher contribution from non-mobile: 6.7% in FY20 vs. 25.2% in FY22E) that can offset weakness in mobile market. 2) For semi IDM, this segment grew 40% YoY in FY21, showing Wingtech’s capability of business integration. Riding on the localization tailwind in China with a global footprint of factories and diversified client base, we expect the semi IDM business will continue to deliver stellar results (semi IDM rev C*R of 41.6% in 2022-2024E). 3) For optical module business, Wingtech has shipped products to tier-1 clients and passed its rigorous verification process in 2021. We expectthis segment will return to profitability in 2022.
Share price looks attractive as most bad news are priced in. Wingtech’s share price has been corrected by 41.9% YTD vs CSI300 down by 9.6%. Wetalked to mgmt. recently and believe the Company’s operation remains normal. In our view, the current share price has already factored in many uncertaintiesand looks attractive with forward P/E at 2SD below its historical mean.
Upside catalysts: 1) Better-than-expected earnings result; 2) new 12-inch factory to begin production in 2H; 3) ODM’s new projects to contribute in 2H.Downside risks: 1) macro challenges such as overseas inflation, slowdown in economic growth; 2) geopolitical tension that could disrupt supply chain.
证券之星数据中心根据近三年发布的研报数据计算,兴业证券谢恒研究员团队对该股研究较为深入,近三年预测准确度均值高达85.13%,其预测2022年度归属净利润为盈利40.11亿,根据现价换算的预测PE为23.76。
*盈利预测明细
该股最近90天内共有23家机构给出评级,买入评级19家,增持评级4家;过去90天内机构目标均价为93.49。根据近五年财报数据,证券之星估值分析工具显示,闻泰科技(600745)行业内竞争力的护城河良好,盈利能力良好,未来营收成长性一般。财务相对健康,须关注的财务指标包括:应收账款/利润率。该股好公司指标3.5星,好价格指标2.5星,综合指标3星。(指标仅供参考,指标范围:0 ~ 5星,*5星)
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