【01/02券商評等報告彙整】世芯-KY(3661) 今日有2家券商發布績效評等報告皆評等為看多，目標價區間為3,880～4,500元。

世芯-KY(3661)今日有2家券商發布績效評等報告皆評等為看多，目標價區間為3,880～4,500元。
預估 2023年度營收約297.67億～300.33億元間、EPS落在44.55～44.97元間；預估2024年度營收落在413.73億～481.58億元間、EPS落在69.65～85.06元間。

值得注意的是，美林證券評等由中立轉向看多，認為：『We raise 2024/25E EPS by 11%/17% to reflect stronger revenue growth forecast, driven by: 1) sustained strength from NRE and AWS (current generation) in 2024E; and 2) new projects’ contribution in 2025E, including Li Auto and next-generation AWS. We continue to use P/E to value the stock, as we believe the firm’s earnings will remain largely driven by product cycles of MP projects. Our new PO is NT$4,500 from NT$3,870, based on 45x 2025E P/E, and we expect the share-price to be catalyzed by 47% (42% previously) EPS CAGR in 2023-25E. Key downside risks include further share dilution and execution/competition, which, in our view, should be well contained.』。

想知道更多股市相關資訊，可點擊下方連結，從籌碼K線APP查詢哦！
https://www.cmoney.tw/r/2/d04n9s