鴻海

Lex_Hon Hai (Foxconn): outfoxed
Lex專欄:鴻海是否已經「見頂」?


鴻海精密本週發佈的業績數字相當疲弱,而最大客戶蘋果與其競爭對手關係曖昧。不過,儘管鴻海的銷售額和利潤率不太可能很快好轉,但它仍值得關注。

If Terry Gou had taken his planned stake in Sharp last year, he would be only a sixth in the red following a trebling of its shares in six months. Still, he did not and it would not have helped Hon Hai Precision anyway, the company he founded that trades under the name Foxconn. Results released this week were weak and Apple, Hon Hai’s biggest customer, is now flirting with rivals. Has the peak for Hon Hai passed?

如果郭臺銘(Terry Gou)去年按原計劃入股夏普(Sharp),那麼在夏普股價於六個月裏上漲三倍後,他個人各方面的虧損將只有實際數字的六分之一。可是,他並未購入夏普股份,而且即使他購入了,此舉也不會對他創立的企業鴻海精密(Hon Hai Precision,營業名稱是富士康(Foxconn))有什麼幫助。鴻海本週發佈的業績相當疲弱,而其最大客戶蘋果(Apple)現在與其競爭對手關係曖昧。鴻海是否已經告別巔峯時期?

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