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三星股价今年将逆袭上涨 分析师看好三星手机业务 - 站长搜索
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三星股价今年将逆袭上涨 分析师看好三星手机业务

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2016-01-11 23:30:13 转载来源: 网络整理/侵权必删

据彭博社周一报道,虽然三星电子发布了低于预期的2015财年第四季度业绩,但至少10位分析师重申了三星股票的“买入”评级,并预计三星股价今年将上扬40%。经过了连续三年的下滑,分析师预计三星股价在未来12个月内将上扬40%多,达到162万亿韩元

据彭博社周一报道,虽然三星电子发布了低于预期的2015财年第四季度业绩,但至少10位分析师重申了三星股票的“买入”评级,并预计三星股价今年将上扬40%。

经过了连续三年的下滑,分析师预计三星股价在未来12个月内将上扬40%多,达到162万亿韩元。该数字基于彭博社所调查的38位分析师的平均目标股价,这主要得益于三星的两大核心额业务:存储芯片和显示面板,从而抵御全球智能手机业务的低迷。

分析师看好三星手机业务:三星股价今年将逆袭上涨

当前,三星在智能手机市场正面临着苹果、华为和小米等公司的强劲挑战。由于智能手机市场需求下滑,导致三星上周发布了低于预期的第四季度业绩。但由于连续两个季度盈利,促使大信证券(Daishin Securities)和现代证券(Hyundai Securities)等投资机构重新三星股票“买入”评级。

联昌证券韩国公司分析师李都勋(Dohoon Lee)称:“三星智能手机市场份额下滑的速度将放缓,因为公司对产品线进行了重组,推出了更多有竞争力的中低端产品。三星股价当前已经被低估,基于当前水平不可能再继续下滑。”

彭博社数据显示,当前三星的市盈率(股价与去年每股摊薄收益比)约为8倍,低于苹果公司的10.5倍,高于6.7倍的业界平均水平。去年,三星市值缩水80多亿美元。

首尔东部证券(Dongbu Securities)分析师柳义炯(Yoo Eui Hyung)称:“如果三星意识到手机市场的现场,就不应该再继续专注于手机业务。存储芯片或显示面板业务可能将超出市场预期。”

从长期角度讲,三星很可能调整智能手机业务战略,从单一重视硬件转向发力软件,这一点从三星的年度管理层重组即可略窥一斑。三星去年11月底宣布,由Dongjin Koh接替申宗钧出任移动通讯业务总裁。业内人士称,预计Dongjin Koh将更加专注于软件。Dongjin Koh曾负责三星许多软件和服务的创新,包括企业用户安全软件Knox和移动支付服务Samsung Pay。

联昌证券韩国公司分析师李都勋称,通过一系列中端手机产品,如A系列,三星市场份额下滑得以缓解。但要吸引更多消费者,除了推广支付等服务,三星还要有革命性的进步,以重振公司品牌。

韩国HMC投资证券公司分析师雷格・卢(Greg Roh)称:“对于智能手机业务,三星应该考虑不同的方向。例如,降低成本,或开发新品牌,以及个性化的技术。”雷格・卢还举例道,三星可以考虑推出可折叠智能手机,以体现创新。

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标签: 三星 股价 今年 逆袭 上涨 分析师 看好 三星手机 业务


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