《業績-電腦設備》首季EPS11年最低 華碩拚本季回神 - 手機討論

By Oscar
at 2020-05-21T12:58
at 2020-05-21T12:58
Table of Contents
新聞標題:
《業績-電腦設備》首季EPS11年最低 華碩拚本季回神
新聞連結:
https://reurl.cc/GVG7YG
內容重點截圖:
http://i.imgur.com/4hHZj6H.jpg

新聞內容:
華碩第一季在遭逢新冠肺炎疫災拖累下,營收規模縮減、亦因逾19億元的匯損侵蝕獲利,
稅後每股盈餘來到近11年來單季低點,惟毛利率及營業利益率則有雙率雙升表現。展望第
二季,華碩預期在宅經濟、宅娛樂帶動下,營收及獲利率皆將揚升,新一代電競、筆電及
手機新品最快有機會在6月底前發表。
華碩首季品牌營收640.43億元、季衰、年減幅度皆逾2成,然毛利率及營業利益率則受惠
板卡暨電腦周邊產品線等電腦元件業務,比重提升至達38%帶動下,雙雙較前一季與去年
同期明顯增長、分別達16.4%及4.5%。
惟其單季稅後淨利在受到高達19.06億元的匯損,與來自亞旭電腦2.96億元的認列虧損拖
累下,季減及年減幅度擴大至約達66%及59%,跌至為8.88億元,稅後每股盈餘1.2元,
為2010年第二季以來低點。
展望第二季,華碩看好遠端辦公/教學及在家娛樂等宅經濟效益,自3月發酵、並延伸至
第二季底,市場需求仍強勁,預期在PC本業上仍能有持穩表現,除帶動其整體季營收規模
放大外,營業利益率及獲利能力也將有正向成長走勢。
法人關注仍虧損的手機事業,共同執行長許先越表示,2021年後轉正的目標未變,新一代
的ZenFone 7及ROG PhoneⅢ最快第二季底、第三季初也將發表,內部並設下新一代電競手
機今年銷售要比二代增長至少3成、或達5成的積極目標。
共同執行長胡書賓並認為,遠端教學帶動的商用教育專案、包含Chromebook需求能見度相
對高,預估Chromebook產品在歐美、亞太等市場出貨動能將延續至下半年、甚至第四季。
他並預告,華碩以ProArt投入的創作者PC系列,將在9月下旬有更完整的產品線。同時在
今年加碼力道投入的商用PC市場,從Chromebook、Win系統PC到AIO PC,全產品亦將一併
到位,聚焦台、中及亞太暨新興市場,希望下半年業績就能發酵。
不過,胡書賓也坦言,下半年整體營運展望能見度仍低,尤近期仍有第二波疫情疑似正在
重啟,另直至疫苗問世前,疫情恐都將持續影響全球經濟活動及消費能力、企業支出預算
等,屆時「M型化」的消費趨勢或將明顯浮現,對整體經濟及消費市場估將帶來衝擊。
此外,許先越亦示警,產業龍頭英特爾目前初估下半年整體PC市場將有15%跌幅,全球經
濟表現至少得到明年第二季才會回到正成長,就算華碩在第三季因應通路安全水位之庫存
提補、出貨維增下,第四季狀況亦十分不明難斷。但對於上半年營運守住維穩表現,華碩
仍有信心。(新聞來源:工商時報─記者翁毓嵐/台北報導)
心得:
如果真的是執行長講的
那麼可信度應該蠻高的
此消息給有興趣的人參考
-----
Sent from JPTT on my OnePlus HD1900.
--
Tags:
手機
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