Kulicke & Soffa's revenue and EPS guidance for the next quarter significantly missed analysts' projections, and its operating margin also shrunk. The management team expects semiconductor unit growth to normalize later this year.
Despite exceeding expectations last quarter, Kulicke & Soffa may face worsening industry down cycles with a projected revenue drop of -3.5% next quarter. The company's mediocre Q4 performance resulted in a 6.6% stock price decrease, but its robust cash flow and decreased inventory may offer growth opportunities.
$库力索法半导体(KLIC.US)$ it's daily short volume is at its lowest, seems likey that it's price has bottomed n turning bullish upwards. add to watchlist and ride the uptrend. huat huat
库力索法半导体股票讨论区
1978年上市,主要做半导体器件的固定设备和消耗性工具业务,主要市场在亚洲,当前价格47.22。
5年来营收在2021和2022年保持在高位,其余3年都较低,营业利润则在2021和2022年保持在4亿以上,其余3年都很低,2023年仅有0.61亿,净利润也类似,2023年仅有0.57亿。
2024Q1营收继续萎缩2.9%,营业利润萎缩85.7%,净利润萎缩36.3%。
目前市盈率47.7,市盈率TTM52.4,5年平均净利1.8亿对应市盈率14.8,估值没什么吸引力。
由于分析方法变化很大,重新进行完整分析。
5年来营收波动中增长,平均增速为13.2%,其中2022年下滑0.9%,营业利润则受毛利率大幅提升影响在2022年又增长了14%,净利润在2022年继续增长18.1%。
2023上半年营收大幅下滑59%,营业利润下滑91.3%,净利润下滑88%,这个变化太大,需要找外部新闻看一下,5 minutes later… 没找到靠谱的。
目前市盈率8,市盈率TTM已经提升到了15.7,如果全年净利润下滑88%,市盈率将提升到66,看起来风险极高,平仓退出观望较好。
Raising the debt ceiling = more government spending = higher inflation. And everything becomes transitory again.
$美元ETF-PowerShares DB(UUP.US)$$可口可乐(KO.US)$$麦当劳(MCD.US)$$星巴克(SBUX.US)$$百事可乐(PEP.US)$$京东(JD.US)$$Sea(SE.US)$$库力索法半导体(KLIC.US)$$凯德投资(9CI.SG)$
KnS
$能源指数ETF-SPDR(XLE.US)$$AMC Preferred Equity Unit(APE.US)$$库力索法半导体(KLIC.US)$$福根集团(E28.SG)$
it's daily short volume is at its lowest, seems likey that it's price has bottomed n turning bullish upwards. add to watchlist and ride the uptrend. huat huat
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