【08/08券商評等報告彙整】緯穎(6669) 今日有6家券商發布績效評等報告，多數券商偏向看多，目標價區間為1,100～2,480元。

緯穎(6669)今日有6家券商發布績效評等報告，多數券商偏向看多，其中有4家評等為買進、2家評等為中立，目標價區間為1,100～2,480元。
預估 2023年度營收約2,490.8億～3,028.1億元間、EPS落在65.38～80.95元間。

值得注意的是，摩根大通證券評等由中立轉向看多，認為：『Wiwynn reported a strong 2Q23 GMs beat on lower component costs, stringent cost control and NRE, which could partly explain the strong GM expansion of Wistron. In the near-term, we expect Wiwynn to continue suffering from the regular server shipment weakness and limited exposure to growing AI servers. However, the increasing AI server pipelines and a likely rebound in regular server spending could drive 61%/28% revenue growth in 2024/25, on our estimates. Wiwynn’s stock has doubled YTD but it was still a relative underperformer among peers. After the recent 21% stock price correction from the peak on 3Q revenue softness, we now see more favorable risk-reward for the stock. We nudge up 2024/25 earnings by 5% /8%, raise our Jun-24 PT to NT$2,100 (based on 20x 12M fwd EPS, above mid-cycle valuations on AI re-rating), and upgrade the stock to OW. The company will host an analyst call at 4PM HKT tomorrow and we expect investors to focus on the AI potential and the margin outlook.』。

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