TE CEO Terrence Curtin credits margin growth to cost-cutting, price increases, and economies of scale in transportation. Despite expected industrial sector destocking, he's optimistic about automotive market growth. Analysts' average price target for TE stock is $152.
TE Connectivity's high P/E ratio suggests possible oversight of average growth expectations by investors. This may indicate a high share price not supported by projected earnings, risking investor disappointment.
TE Connectivity's performance over the past five years has been strong, returning 12% per year. It is suggested that the business might continue to execute effectively even if the share price gains are decelerating.
TE Connectivity's steady performance and positive forecasts amidst tough market conditions are seen favorably by investors. The company's strategy to leverage e-mobility, renewable energy, and AI trends for growth is also noteworthy.
Core points: 1. The current AI investment is mainly concentrated in semiconductor companies, involving the provision of artificial intelligence rack solutions for high-intensity computing workloads. Artificial intelligence opportunities ignored by investors, including AI servers, optics, and cable connectors, will generate excess returns in the future. 2. The dense configuration of artificial intelligence servers will prom...
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TeslaSmurf :
UPGRADING Twitter ? With tons of bots and malfunction ? With decreasing profits (already very low) and the FALSE declaration in the SEC filing ? They may want to pump it a little higher, then sell it…
泰科电子股票讨论区
2007年上市的瑞士公司,主要做交通解决方案、工业解决方案以及通信解决方案,主要市场在瑞士、美国和中国,当前价格141。
5年来营收仅在2021和2022年大幅增长,其余3年萎缩,平均增速2.8%,营业利润也一样,5年平均增速1.6%,净利润受减值和重组并购费用影响波动剧烈,5年来总体萎缩。
2024Q1营收萎缩0.3%,营业利润受毛利率提升影响增长16.9%,净利润受所得税返还影响大幅提升至18亿,全年大概率33亿左右。
目前市盈率23.4,市盈率TTM13.4。如果全年净利达到33亿,对应市盈率为13.2。不过11亿所得税返还应该平摊到之前的年份,如果每年2.2亿,市盈率调整为20.5,对于净利润没有明显成长趋势的股票来说吸引力仍然不大。
8/18 watchlist ⚡️
专栏AI hardware industry | Expected to generate excess returns in the future
1. The current AI investment is mainly concentrated in semiconductor companies, involving the provision of artificial intelligence rack solutions for high-intensity computing workloads. Artificial intelligence opportunities ignored by investors, including AI servers, optics, and cable connectors, will generate excess returns in the future.
2. The dense configuration of artificial intelligence servers will prom...
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• $美国超微公司(AMD.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $115 (from $100)
• $安诺电子(APH.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $83
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