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獲小米逾半訂單股價逆市升1.4% 富智康:冀助小米變大米 @ 2014-05-30T08: Back Hot News
Keyword:富智康
Concept:未來3年 , 今年小米手機
富智康:冀取得小米逾半訂單,期望未來內地客占收逾半
瑞銀認為,市場過分憂慮內地電訊商手機補貼削減,及因成立鐵塔公司令4G網絡建設放慢等問題;並強調富智康(02038.HK)來自華為及小米的訂單分別占約20%及低單位數,余下貢獻則來自其他OEMS(原始設備制造商),例如索尼、摩托羅拉[微博]及黑莓[微博]公司。該行指,華為產品具競爭力,及很早便投資於海外受歡迎的品牌市場上,其市場份額正不斷增加。重申富智康評級「買入」,目標價看5.5元。
富智康今年營運漸入佳境轉虧為盈,除了INFOCUS手機之外,也有小米訂單,同時也與黑莓合作,預計雙方接下來將攜手推出新款「BLACKBERRY CLASSIC」非觸控機種,一樣將鎖定印尼。
外資近來均看好鴻海下半年的營運表現,重頭戲除了蘋果IPHONE 6將上市之外,富智康(FIH)近年來成功取得中國本土品牌智慧型手機大廠訂單,今年又以小米的訂單需求最熱絡,將帶動富智康獲利成長加速,擺脫過去虧損的低潮;再者,外資看好的理由還有鴻海積極控制成本,透過自動化提升增加效益以及產能移往內陸進一步降低成本。

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