Intel sees proportion for entry-level notebook CPUs rise to 60-70% Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Wednesday 27 August 2014] Along with notebook vendors launching more inexpensive models, Intel has seen the shipment proportion of entry-level notebook CPUs, namely its Pentium and Celeron series, increase from 50-60% in the first half of 2014 to 60-70% currently, … More

Name/名稱 Symbol/編碼 Cost/成本價 (HKD) Share price/股價 (HKD) Profit/Loss (%) NAV/資產淨值 (HKD) % of portfolio/組合比例 Ju Teng Int’l/巨騰國際 3336.HK 2.902 $5.27 81.58% 0.3654 20.07% AUPU Group/奧普集團 0477.HK 0.534 $1.36 154.88% 0.4651 25.55% RMIH/峻凌國際 1997.HK 1.304 $1.79 37.22% 0.0000 0.00% Lung Kee/龍記集團 0255.HK 2.450 $2.56 4.50% 0.1183 6.50% Kingboard Laminates/建滔積層板 1888.HK 2.541 $3.34 31.44% 0.0810 4.45% I.T … More

Quanta Computer expects to ship 25-26 million notebooks in 2H14 Aaron Lee, Taipei; Adam Hwang, DIGITIMES [Thursday 14 August 2014] Quanta Computer expects to ship 25-26 million notebooks in the second half of 2014, growing 13.6-18.2% from the first half. Shipments in the whole year will reach 47-48 million units, increasing 9-11.4% on year, according to … More

英業達全年獲利恐低預期 股價摔跌停 鉅亨網記者蔡宗憲 台北  2014-08-14  13:04  筆電代工英業達(2356-TW)第2季受匯損因素影響,獲利表現不佳,下半年展望雖偏正面,其中筆電出貨雖估持平,但非筆電的表現穩定,其中手持裝置、伺服器等出貨都可望成長,但在獲利不佳的利空影響下,英業達股價今日帶量重摔跌停,回測23元支撐。 筆電代工廠法說與財報陸續揭露,緯創與仁寶雙雙繳出好成績,雖然也有匯兌損失,但本業表現穩定,加上效率改善,毛利率與營益率走勢穩健;英業達第2季本業走勢也穩定,毛利率也衝高,不過業外部分匯損金額3.64億元,衝擊整季獲利表現,EPS僅0.41元。 英業達強調,下半年匯兌壓力將明顯減少,看好本業獲利可優於上半年。 不過英業達下半年筆電看法偏保守,出貨估與上半年持平,其中商用機種穩定,但消費機種表現平淡,影響營收動能。 非筆電部分,手持裝置估下半年可較上半年成長2成以上,全年出貨4000至4500萬支;太陽能三家合計今年仍可獲利,且佈局美國市場比重低,雙反利空影響有限,但單價快速下滑,營運也已面臨衝擊,期盼第4季價格走勢可以持穩。 雖然英業達本業表現穩定,業外轉投資下半年也有表現空間,不過由於第2季匯損吃掉太多獲利,全年獲利恐低於原先法人預期,今(14)日股價反應利空,重摔跌停回測22元支撐。

Compal turns profitable in 2Q14; Wistron sees better gross margins Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Thursday 14 August 2014] Compal Electronics saw its second-quarter revenues rise 18% sequentially and 21% on year to reach NT$201.87 billion (US$6.73 billion) with gross margins reaching 3.9%, net profits NT$2.48 billion and EPS NT$0.55. Compal suffered losses of NT$2.13 … More

Pegatron sees growth in July revenues; announces profits for 2Q14 Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Tuesday 12 August 2014] Pegatron Technology has announced consolidated revenues of NT$67.3 billion (US$2.24 billion) for July, down 6.69% on month and 1.67% on year, while the company also unveiled net profits of NT$2.48 billion for the second quarter and … More

Notebook sales expected to rise in 2H14 as vendors price below US$300 Max Wang, Taipei; Joseph Tsai, DIGITIMES [Wednesday 13 August 2014] With many vendors having been reducing their notebook prices to below US$300, sources from the upstream supply chain expect overall notebook sales to increase in the second half of 2014. Acer is offering an … More