Analyst Christian Schwab sees Entegris poised for above-market growth amid rising semiconductor complexity. CEO Bertrand Loy is bullish on the semiconductor industry's long-term growth, seeing the market leaning towards Entegris. Both Seeking Alpha and Wall Street analysts hold a BUY rating for Entegris.
The low ROE and significant use of debt make it hard to get excited about this business at the moment. High quality companies typically have high ROE and low debt.
Negative growth outlook and a P/S ratio similar to the industry could disappoint investors hoping for a business turnaround. A higher P/S ratio may indicate potential investors are paying a premium for the stock.
Recently, semiconductor stocks are gaining momentum as the$费城半导体指数(.SOX.US)$hit its highest level in nearly two years. The best performers, including$英伟达(NVDA.US)$and$美国超微公司(AMD.US)$, saw their shares surging 226.26% and 112.46% this year, respectively. The expansion of the artificial intelligence (AI) market has driven the prices of relevant stocks upwards on the stock market. C...
Entegris's shares seem costly due to a high P/E ratio, signaling a potential selling window for shareholders. Potential investors might wait for a price adjustment, notwithstanding the company's positive growth projection.
Last week, Goldman hosted the 2nd Annual World Semiconductor Conference in New York, where they gained valuable insight from the semiconductor companies. Here are Goldman's top nine takeaways from the chip conference: 1) Focus on AI: There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
英特格股票讨论区
2000年上市,主要做半导体材料和工艺业务,全球化市场,当前价格134.78。
5年来营收持续增长,平均增速17.8%,营业利润受毛利和费用影响在2019和2022年均有萎缩,平均增速10.7%,净利润近两年受利息费用大幅飙升影响连续大幅萎缩,目前只有2019年的7成。2023年利息费用占营业利润的62%,利息负担极重。资产负债表显示2022年进行了大规模收购,目前看收购并不成功。
毛利率近5年从44.7%下降到42.5%。
目前市盈率111.5,考虑到收购后带来的高额有息负债和减值压力,缺乏投资价值。
C...
Here are Goldman's top nine takeaways from the chip conference:
1) Focus on AI:
There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
Nvidia $英伟达(NVDA.US)$ : +24%
Monolithic Power $Monolithic Power Systems(MPWR.US)$ : +18%
Taiwan Semi $台积电(TSM.US)$ : +12%
AMD $美国超微公司(AMD.US)$ : +11%
Marvel $迈威尔科技(MRVL.US)$ +8%
Broadcom $博通(AVGO.US)$ : +7%
Applied Materials $应用材料(AMAT.US)$ : +7%
Lam $泛林集团(LRCX.US)$ : +6%
ASML $阿斯麦(ASML.US)$ : +6%
KLA $科磊(KLAC.US)$ : +6%
Entegris $英特格(ENTG.US)$ : +5%
Micron $美光科技(MU.US)$ : +5%...
Gap Ups
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3. $阿斯麦(ASML.US)$ - up 2.35%
4. $美国超微公司(AMD.US)$ - up 2.13%
5. $China Eastern Airlines(CEA.US)$ - up 1.36%
6. $英特格(ENTG.US)$ - up 1.33%
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