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马币走疲．智能手机带动．半导体股前景看好


（吉隆坡13日讯）全球半导体销售符合预期，2017年料有望成长3.3%，在马币走疲及智能手机需求带动下，分析员看好大马业者将取得良好业绩表现，但也不排除将面对苹果手机减产、需求放缓及美国政权变化的不稳定因素。

达证券指出，2016年全球半导体销售符合预期，按年增1.1%至3389亿美元。第四季销售按季及按年扬5.4%及12.3%。

销售涨势持续至2016年12月，已连续5个季度取得按年成长率。截至目前为止，成长主要由感应器及及制动器引领，按年增22.7%。

世界半导体贸易统计协会（WSTS）预计，在此趋势带动下，领域料有望在2017年按年成长3.3%。

按区域分，全年成长主要来自中国及日本，各按年增9.2%及3.8%。亚太区及其他企于、欧洲及美国分别按年下滑1.7%、4.5%、4.7%。

不过，12月所有区域按年正面成长，欧洲则在24季内首度取得正面成长率，按年增1.3%。

订单出货比回升至平均线上，企于1.06倍。12月订单及出货均走强，各按年增47.8%及38.2%；订单按年增10.1%至191亿美元。

该行预见，随着马太平洋（MPI，3867，主板科技组）第四季取得良好表现，看好其他半导体业者，如友力森（UNISEM，5005，主板科技组, Foundpac Group (FPGROUP, 5277, 主板科技组) 及益纳利美昌（INARI，0166，主板科技组）料追随脚步，主要是获马币疲弱及智能手机需求支撑。


维持“增持”评级

有鉴于此，达证券维持领域“增持”评级，建议“买进”马太平洋、友力森及益纳利美昌。

MIDF研究认为，全球半导体领域从去年中开始走扬，3389亿美元销售创领域年度最高销售额，超越WSTS的3358亿美元预测。

该行看好，在苹果新型号手机推动，半导体产品需求料持续增加，但也将面对个人电脑需求下滑、欧美半导体产品需求放缓及美国政局变化的不稳定因素。

MIDF研究预计，短期内苹果手机潜在减产料负面影响苹果价值链的半导体公司盈利。不过，在苹果第三季宣布下一代手机后，产量料于2017年第二季杪复苏，加上2017年半导体销售适度成长3.3%预测，给予领域“中和”评级。

80 sen within striking distance tomorrow

Limited downside...but no upside either

I know today got a big investor bought 500,000 shares....

Waiting for the BIG pleasant surprise!

This stock can buy, shxt can eat

easy to play oh

Up 16 sen, with volume only 79,300 shares

This explained why the NASDAQ ticker is AVGO (but the name is BROADCOM LTD), understand?

The cash and stock deal will give current Broadcom investors a 32% stake in the combined company

===>so who control who, mongkang?

From your own source, https://www.google.com.sg/amp/www.forbes.com/sites/antoinegara/2015/05/28/avago-to-buy-broadcom-for-37-billion-as-semiconductor-dealmaking-heats-up/?client=ms-android-asus :

Avago will pay Broadcom shareholders $17 billion in cash and 140 million of its shares, valued at $20 billion as of May 27, resulting in a purchase price of about $37 billion. The cash and stock deal will give current Broadcom investors a 32% stake in the combined company,

Avago buy Broadcom, yes but you didn't know a thing about RTO (Reverse Take Over)?

good!

Posted by whichone > Feb 8, 2017 12:53 PM | Report Abuse
The greatest joke in this forum"Broadcom buy Avago"?

This goon also said Broadcom no longer exist, Lol

hevea also stuck in the 1.35-1.45 range for many months

Broadcom bought Avago

If scare, please go back to mother's stomach boy

From now to 0.60 already 100% gain for me, cukup lor

Directors keep buying back shares, Today Ong Choon Hing bought 96,400 shares, although he already has 64.32%

Good volume everyday, Fund Managers will like it!

Posted by VCBL > Feb 5, 2017 12:46 AM | Report Abuse
See next week the FIREWORKS !

Really coming liao

Don't waste my time with this lowlife

Talk cxxk go far far lah. Broadcom took over Avago, how come Broadcom staff let off instead of Avago staff?

Broadcom Ltd
NASDAQ: AVGO - Feb 6, 8:51 AM EST
206.16USD0.00 (0.00%)

Broadcom acquired Avago in 2015, but continue to use the name Broadcom Ltd la mongkang

Posted by whichone > Feb 6, 2017 06:33 PM | Report Abuse
Broadcom is not existing any more but the speculator still take Broadcom to entertain the group of people here.

You got research or not?

春江水暖鸭先知

Only sour grapes do, Lol

Mr. Market won't bluff

great mind thinks alike

Later some research houses will post some Buy Call articles, then sure fly to 90 sen

Lol, he missed the boat like that one lor

Sure happen this week

Posted by whichone > Feb 5, 2017 08:29 PM | Report Abuse
Why take risk to buy this super overvalued stock?

Continue banging balls because you missed this super stock of 2017....

New High @ 0.77 liao

蠢蠢欲动

Still stuck with this old story/stock? Lol

0.82? You have underestimate FPGroup

Correct, Alex Teh got 3 wives, one jet will soon not enough

After today, >30 sen

Damn nice run

非常努力在扫货 LOL

Hoohoo, start to make good $$$ liao

: )
soon !

Dipped my toes yesterday buying 287,000 shares @0.71352

Confirmed this is THE stock I want to fill-up my portfolio list, in replacement of Hevea

IT WILL HAPPEN, after CNY!

Beautiful BTM run coming liao

40% from now mean will hit $1.00 wor