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聯詠(3034)今日僅摩根大通證券發布績效評等報告，評價為看多，目標價為360元。
預估 2022年度營收約1,070.18億元、EPS約44.64元；預估2023年度營約902.32億元、EPS約26.55元。
值得注意的是，摩根大通證券評等由中立轉向看多，認為：『We upgrade Novatek to OW with a Dec-23 PT of NT$360 (12x FY24E EPS). Restocking signals in TV remain strong, and we now expect that mobile DDIC (especially OLED) could also see stronger demand in 1H23. TDDI is likely to remain a soft spot, but OLED revenues are likely to exceed TDDI by 2H23, in our view. In addition, we believe Novatek is making good progress on ASIC projects with a large U.S. customer, with design wins on multiple OLED projects (likely second source for OLED Tablet and potential design wins in VR/MR headsets). Finally, we believe the chances of industry consolidation in the Taiwan DDIC market have picked up, given challenges appearing for smaller players (FocalTech turning to losses in 3Q22). With Novatek’s ample cash balance, we believe the company could emerge as an active consolidator. We expect EPS declines in 2023, but with yoy revenue growth troughing in 1Q23, we expect the upward momentum to continue.』。
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