Despite muted growth, accumulating more holdings in the stock could be beneficial as it trades below industry PE ratio. The future profit outlook isn't fully reflected in the current share price, making it a good time to buy SANM. Consider the management team's track record before investing.
Despite Sanmina's profitability and growth, the recent insider sale of shares at around US$58.20 raises caution. High insider ownership is positive, but lack of insider purchases and recent sale warrant caution.
Sanmina's management is optimistic about the outlook for the second half of the year, expecting demand and revenue to improve. CEO Jure Sola expressed confidence in the company's long-term positioning for growth.
Despite previous warnings about customers' uncertainty due to macroeconomic conditions, Sanmina's Q2 forecast indicates a positive outlook for the company. The CEO, Jure Sola, expects sequential improvement in the second half of the year.
Sanmina's CEO expressed optimism for sequential improvement in the second half of the year, despite previous warnings about customers' skittishness amid macroeconomic uncertainty.
The low P/E ratio of Sanmina is understood in light of its forecasted shrinking earnings. The weak outlook is weighing down the shares and it's hard to see the share price rising strongly in the near future under these circumstances.
The high sale price relative to the current share price offers some comfort despite sell-off by insiders over past year. Modest insider ownership with no recent transactions might not allure prospective investors.
Despite robust past growth, moderated market expectations are reflected in the low P/E ratio of 8.98. A share price drop could still present an opportunity for long term investors if sustained growth continues.
新美亚电子股票讨论区
1993年上市的美国公司,主要做综合生产解决方案并提供配件服务,主要市场在墨西哥,亚太和美国,当前价格61.27。
5年来营收除2020和2021年外增长了3年,平均增速4.7%,营业利润2020年萎缩,其余4年增长,5年平均增速20%,净利润近4年平均增速23%。受股票回购影响,每股收益增速达到27%。2023年利息费用占营业利润的4.9%,利息负担不高。毛利率近5年从7.2%提升到8.3%,净资产收益率从9%提升到15.5%。
24Q1营收和营业利润连续第二个季度萎缩,营收萎缩20.4%,营业利润萎缩30.4%,净利润大幅萎缩36.5%。
5年来资产负债率从57.9%下降到52.4%,总资产和净资产都有增加。 应收的比例和增速都正常,存货2022年从10.4亿大幅增长61.7%到16.8亿,好在2023年开始下降,目前13.9亿,比例还算正常。
长期借款3.08亿,占22.73亿净资产的13.6%,杠杆率不高。库存股达到16亿。
目前现金6.32亿,流动比率1.9,...
Yes, we see it but why? Stop sending these garbage non-news.
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