MKS Instruments' low P/S ratio is attributed to its underwhelming revenue performance and bleak growth outlook. This weak outlook is suppressing the shares, making a strong price rise unlikely soon.
MKS Instruments' refinancing move is seen as a strategic step adding flexibility and simplifying the company's capital structure. The strong market demand for MKS's Term Loan B reflects the strength of its operating model.
Market sentiment leans towards judging performance based on revenue growth over EPS, mirroring an existing EPS-share price mismatch. Bolstered by dividends, TSR outperforms share price return. Analysts still foresee future growth despite a potential slowdown in share price gain.
I am bearish on semicon stocks.As I used to work in that industry, particularly mks and cohu, I feel can feel the industry's heartbeat..as such I will off load USD cop fund and I am going big long for MKS and cohu, because the US will be spending billions on capital equipment for the 'made in the usa' IC chips..especially AI of course. their annual dividends are consistent 4 to 6 %. other metrics look good. so join me , 🙂
John T.C. Lee, President and CEO of MKS Instruments, lavished praise upon Bagshaw's contributions to the company, saying that he leaves MKS in a strong financial position for future growth and value creation.
MKS仪器股票讨论区
MKS仪器(MKSI) 是1999年以14美元上市的美国公司,当前价格118.4,平均年回报率为9.8%,还算不错。
5年来毛利率除2019年外,基本在46%左右,净资产收益率波动则很大,有3年在20%以上,但是2019和2020年仅有7.2%和16%。
5年来营收从19.2亿增长到29.5亿,除2019年外增长了4年;营业利润从4.2亿增长到7.4亿,除2019年下滑46.4%外增长了4年,尤其是2021年暴增了58%;净利润从3.4亿增长到5.5亿,除2019年下滑64.3%外增长了4年,2021年暴增了57.5%,净利润近4年平均增长率为12.9%。
2022前两季度营收增长4.4%,营业利润下滑5%,净利润增长1.6%,显示出2021年的暴涨无法持续。
利润表显示近几年的重组与并购费用比较高,2021年达到了4090万。利息费用占比少于5%,负担很轻。
资产负债率变化不是很大,从34.2%上升到41%又下降到目前的34.1%,应收和存货比例都比较正常,增量也低于净利润增量,有12.2亿的商誉,占净资产31.3亿的近40%;长期借款8...
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