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玉晶光(3406)今日僅花旗美邦證券發布績效評等報告，評價為看空，目標價為315元。
預估 2022年度營收約175.83億元、EPS約27.25元；預估2023年度營約174.67億元、EPS約21.05元。
值得注意的是，花旗美邦證券評等由看多轉向看空，認為：『As iPhone’s seasonal momentum slows into 1H23, we note that Genius 1H weakness could be greater than historical due to limited market share upside and continued fiercer competition from its peers. Apple’s MR contribution at Genius would be more back-end loaded in late-2023, given complexity device design and unsatisfied yield rate. We hence see limited upside for Genius and downgrade the stock from Buy to Sell. We cut our TP to NT$315 (15x 2023E EPS) from NT$480 (15x 2023E EPS).』。
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