【08/01券商評等報告彙整】穩懋(3105) 今日有11家券商發布績效評等報告，多數券商偏向中立，目標價區間為100～170元。

穩懋(3105)今日有11家券商發布績效評等報告，多數券商偏向中立，其中有4家評等為看空、7家評等為中立，目標價區間為100～170元。
預估 2023年度營收約144.5億～160.01億元間、EPS落在-3.27～-0.32元間。

值得注意的是，高盛證券評等由中立轉向看空，認為：『Cut TP to NT$132 given a weaker-than-expected revenue outlook as well as high depreciation and R&D expense; down to Sell: We cut our TP to NT$132 from NT$162, based on an unchanged valuation methodology (22x 2024E EPS), to factor in our earnings revisions (857/19/4% earnings cuts in 2023/24/24) given: (1) the weaker-than-expected 3Q23 guidance (revenue to grow by the low single digits % QoQ (vs. consensus estimates that show 30% revenue growth QoQ in 3Q23) and GM to decline to the mid teens % (vs. consensus expectations of 24+% in 3Q23); (2) a fiercer competitive landscape as well as a slower-than-expected technology upgrading progress; and (3) high depreciation and R&D expense will continue to weigh on the GM/OPM level.』。

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