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法人特選╱聯強 四大產品拚成長
May 31st 2014, 19:43

產業評析：聯強（2347）第1季受到人民幣貶值影響，匯兌損失達2.88億元；稅後純益為9.9億元、年增0.2%；每股稅後純益0.63元。

看好理由：展望第2季，隨著下游需求逐步轉強、多款行動設備將上市，預計IT、通訊、消費電子、IC元件等四大產品均可望較首季成長。公司預估，無論營收獲利均有望超越第1季表現。

投資策略：聯強30日股價作收48.55元、下跌0.55元，不僅低於5日均價，日KＤ也交叉向下，短線上仍有壓。

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