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《大行報告》野村:華虹半導體(01347.HK)首季收入及毛利指引遜市場預期
阿思達克 02-14 14:27

野村發表報告指,華虹半導體(01347.HK)公布去年第四季收入/毛利率符合市場預期及集團指引(約於2.42億美元/26%至28%)。而季度銷售按季增長2%,主要是受微控制器(MCU)、絕緣閘雙極電晶體(IGBT)及射頻等產品推動。

該行表示,華虹指引今年首季收入/毛利率大約為2億美元/21%至23%的水平,明顯遜於市場預期的近2.48億美元/25.7%,認為集團的銷售指引遠遜預期,主因其正提升位於無錫的12寸晶圓廠,而該行亦已預測由於新廠的折舊成本上升,踏入今年首季的毛利率表現將會惡化至低於24%的水平。

野村維持對華虹半導體的「中性」評級及目標價19元。

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