本集介紹
The second-quarter financial report is intensively announced. The index companies with better-than-expected single-quarter profits and further evolution in the second half of the year have become the target of market pursuit. Credit Suisse Securities pointed out that the product mix of Nanmao (8150) has shifted and added capacity to support growth. , Raised the speculated reasonable stock price to 72 yuan, the highest in the market; the investment advisory legal person is optimistic that New Nikko (3376) will benefit from new Apple headsets and laptop products in the second half of the year, and will focus on sports performance.
Credit Suisse Securities Technology Industry Analyst Su Houhe has been tracking Nanmao's fundamentals for a long time. He has held a positive view of Nanmao for the past three years and has successfully inspired the stock price to more than double. He is an indicator analyst in the foreign investment circle. He recently pointed out that according to the view of Nanmao’s management, terminal demand is still healthy, especially the growth of memory surpasses panel driver IC (DDI); Credit Suisse judges that Nanmao’s third-quarter revenue will increase by 3% quarter-on-quarter to reach the third quarter. The four seasons will continue to grow.
Based on the dazzling second-quarter financial report and better gross margin performance, Credit Suisse will speculate that the reasonable stock price has risen from 57 yuan to 72 yuan. At the same time, it emphasizes that Nanmao occupies a favorable position and can grasp the niche memory upgrade business opportunity. In addition, with the wider application of OLED and the trend of outsourcing from South Korea, it will support the growth of Nanmao's DDI business.
According to foreign investment estimates, Nanmao’s net profit per share has nearly doubled from RMB 3.26 in 2020 to RMB 6.29 in 2021, and will continue to grow from 2022 to 2023.
The local research institutes Uniform Investment Advisor and Fubon Investment Advisor both gave Nanmao a "buy" investment rating, and at the same time raised the speculated reasonable stock price to 67 and 60 yuan.
Nippon Nippon's business in the second quarter was generally in line with market expectations, as the lower tax rate resulted in better-than-market earnings per share. The legal person pointed out that in the first half of 2021, New Nikko will face the replacement period of new and old Apple headset products, as well as the length and short material of the notebook, which will affect the pull of goods. It is expected that the long and short material conditions will gradually improve in the second half of the year. It emerged in the middle and late third quarters, leading to better operating conditions.
Looking at 2022, the legal person expects that Apple will launch new high-end headsets with more complete health functions, creating differentiation and meeting consumer needs. With the full annual contribution of new products in the second half of 2021 in 2022, it is estimated that Airpods will be released in 2022. The volume can reach 9,000~95 million units, with an annual growth rate of 25~30%.
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第二季財報緊鑼密鼓公告，單季獲利優於預期、下半年展望再進化的指標企業，成為市場追捧對象，瑞信證券指出，南茂（8150）產品組合轉向加上新增產能支撐成長力道，把推測合理股價升到市場最高的72元；投顧法人則看好新日興（3376）下半年受惠蘋果耳機、筆電新品，挹注營運動能。
瑞信證券科技產業分析師蘇厚合長期追蹤南茂基本面，過去三年以來均對南茂持正向觀點，成功激發股價開啟翻倍以上大行情，是外資圈指標分析師。他最新提出，根據南茂經營管理階層看法，終端需求依然健康，尤其記憶體的成長性超越面板驅動IC（DDI）；瑞信研判，南茂第三季營收將季增3％，至第四季還會繼續成長。
基於第二季財報耀眼與更佳的毛利率表現，瑞信將推測合理股價由57元，大幅拉高到72元，同時強調，南茂占據有利地位，能掌握利基型記憶體升級商機，另隨OLED應用更廣與南韓委外代工趨勢，將支撐南茂DDI業務成長性。
外資估算，南茂每股純益從2020年的3.26元，近乎倍增至2021年的6.29元，2022～2023年仍將持續成長。
而本土研究機構的統一投顧、富邦投顧，也雙雙給予南茂「買進」投資評等，同時拉升推測合理股價至67與60元。
新日興第二季本業大致符合市場預期，因稅率較低促使每股純益優於市場預期。法人指出，新日興2021年上半年面臨蘋果耳機新舊產品交替期，以及筆電長短料，拉貨受到影響；預期下半年長短料狀況將逐漸改善，配合蘋果耳機、筆電新品拉貨動能於第三季中下旬湧現，帶動營運狀況轉佳。
放眼2022年，法人預計蘋果將推出高階版耳機新品，搭載更完整健康功能，創造差異化並符合消費者需求，配合2021年下半年新品於2022年完整年度貢獻，預估Airpods於2022年總體出貨量可達9,000～9,500萬部，年成長25～30％，挹注營運動能
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