The company's balance sheet is deemed risky due to its EBIT loss and liabilities relative to cash. The slow revenue growth rate is worrisome. The company's debt management without dilution needs scrutiny.
Goertek's low P/S ratio may be due to limited future growth expectations. The company's lower-than-industry growth forecast contributes to the reduced P/S ratio and pessimism around future revenue prospects, potentially hindering a strong share price rise.
Despite slower EPS growth, market sentiment for the company has improved since five years ago. Goertek's significant TSR, including dividends, has added great value to shareholders.
Despite trading above its fair value, the stock's positive growth prospects make it worthwhile. Its price volatility can offer investment opportunities. Holders can consider selling and rebuying on price corrections, given consistent fundamentals. Potential investors, despite initial overpricing, can find appeal in the company's positive outlook but must consider other factors to profit from potential price drops.
Goertek's minimal net debt load may increase as a risk factor. Unsound balance sheet, EBIT level losses and the extensive use of debt could raise doubts. Stock seen as high risk due to lack of profitability in past year.
智通财经APP获悉,5月31日,受苹果全球开发者大会即将召开影响,AR/VR产业链相关公司表现亮眼,截止收盘,$歌尔股份(002241.SZ)$、$长盈精密(300115.SZ)$、$水晶光电(002273.SZ)$、$兆威机电(003021.SZ)$等多股涨停。中泰证券认为,此次会议上苹果有望透露其AR/VR相关产品信息,AR/VR作为消费电子未来最重要的创新产品之一,苹果的参与无疑将极大推动行业发展,开启消费电子新一轮的创新周期。 5月25日凌晨,苹果宣布将于6.7-6.11日召开2022年苹果全球开发者大会(WWDC),而首日的主题演讲将定于北京时间6月7日凌晨1点开始。WWDC22各项活动将通过在线方式免费向全球超过3000万Apple开发者开放。其中包括主题演讲和Platforms State of the Union,并与开发者进一步分享他们即将了解与体验的内容。 值得一提的是,2017年的WWDC上,苹果...
$歌尔股份(002241.SZ)$Vr is a lot of people watch the certainty of the track, otherwise there will be no so many retail investors to buy, but no one knows where the breaking point, whether facebook overweight or incoming byte, can only say that more and more near, perhaps which day apple announced a epoch-making vr products, may be other critical point events, long-term investment is absolutely recommend, In the short term, you are not as good as buying nonferrous steel and coal. When it really takes off, you will come again in the short term and eat the dividend of a rising channel....
歌尔股份股票讨论区
Meta的VR市场占有率在70%-80%,歌尔声学今天跌停可能与此有关。
$歌尔股份(002241.SZ)$
$苹果(AAPL.US)$
众所周知,库克是供应链控制狂魔,在他的管理理念中,供应链是苹果不容挑战的底线。这次传闻虽然尚未尘埃落定,但比起京东方,苹果的处境似乎更为尴尬。遥想当初,苹果之所以将京东方列为“果链”大军之一,为的就是缓解供应链的集中化。
在京东方之前,苹果的面板供应牢牢掌握在三星与LG手里。根据彭博社的报道,三星显示器公司和LG旗下的面板制造商LGD过去一年总共为苹果供应了1.1亿块OLED面板,主要应用在iPhone 12和去年秋季新发布的iPhone 13系列机型,值得注意的是,过去一年苹果总共才采购1.7亿块面板。
也就是说,三星、LG两家企业一共承接着苹果64%的订单,这个数字对于库克而言,简直就是噩梦般的存在。京东方有没有得罪苹果金主,一切还尚未可知,但这两年,眼看全球供应市场跌宕起伏,苹果恐怕才是最为难的那一个。苹果的小心与“虔诚”
苹果总是喜欢与供应链保持至亲至疏的关系,很长一段时间,外界对于苹果的供应链都好奇不已,...
5月25日凌晨,苹果宣布将于6.7-6.11日召开2022年苹果全球开发者大会(WWDC),而首日的主题演讲将定于北京时间6月7日凌晨1点开始。WWDC22各项活动将通过在线方式免费向全球超过3000万Apple开发者开放。其中包括主题演讲和Platforms State of the Union,并与开发者进一步分享他们即将了解与体验的内容。
值得一提的是,2017年的WWDC上,苹果...
暂无评论