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力鵬(1447)-短評
May 27th 2013, 07:44

【聯合晚報/林超熙】

力鵬(1447)4月合併營收掉了3、4成,但最近卻傳出大陸客戶補庫存訂單轉強,迄6月底的尼龍接單已告接滿,5、6月出貨轉強,第二季整體營運保有第一季水準,激勵今天股價攀高,早盤攻上12.7元盤中高價。尼龍上游原料CPL報價於5月出現止跌回穩訊號,是刺激下游廠商展開回補庫存的主因之一,廠商預期,CPL價格走軟已頗長時日,未來將穩中帶升,有助於尼龍等產品的補庫存需求,力鵬今年獲利將比去年成長。

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