??????????????????????? ????

  • ??:
  • ??:47762

??????????????????????3OO8687817???Q?3007952993????????,???????,?????,?????,???????,pc/???28,????1O/5?????,????????????????????,??????,??1OO%,??????????!bT8I???????????? ????????

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???:7.2??

????????,??????????

??????FY3Q19(??18?12????)??,??????140??(+8%YoY),??????,?????????2.3??(FY3Q18?????2.9??),??????????24%,???????????FY3Q19????14.6%(FY2Q19:13.4%?FY3Q18:13.5%),???PC?????????????????????

PC?????????

PC?????????FY3Q19??5.4%,???????????????0.4?0.9???,????????????????????????(???????????PC??????)??????????????????,??CPU?????,??????????????????????24.6%?????,?????HP?1??????????19?,??????????,?????????,?????????????????PC???????

??????????????,???????

??????????????FY3Q19??????,??????0.2%,?????????????????????????????,????????????????????,?FY4Q19?????????????????????????????????????????????????,????????????????-3.4%(FY2Q19:-3.9%?FY3Q18:-7.0%),????19????????????????

?????????

??FY2019/FY2020????????????4.78?6.14??,??CY2019P/E?14.6x,???????CY2019P/E?12.5x,???????????15xFY2020(??20?3????)P/E???,??????7.2??/?,???????

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