The market's past bullishness on the stock has moderated. Despite a share price drop, the company's revenue growth and improved EPS hint at potential opportunities. However, investors should note the 3 warning signs with BOE Technology Group.
BOE Technology Group's high debt levels strain its balance sheet. Its future earnings will determine its financial health. Despite an EBIT loss, the company's trailing twelve month EBIT is worse than the free cash flow of CN¥12b and the profit of CN¥2.7b, suggesting manageable debt.
BOE Technology Group's low P/S ratio reflects low expectations for its revenue growth. Given the limited potential for growth compared to peers, the market isn't justifying a higher P/S ratio.
據日經新聞:蘋果(AAPL.O)就開發高端iPhone 13顯示屏與京東方接觸。 知情人士表示,京東方科技於9月底開始爲6.1英寸的iPhone 13供應少量OLED顯示屏,並計劃很快增加出貨量。最終的資格審查過程將集中在屏幕的耐用性上,最快將於本月結束。該報道稱,京東方將與三星顯示器(Samsung Display)分享iPhone 13顯示屏的訂單,佔總訂單的20%。 Nikkei Asia:Apple has added China's BOE Technology to its list of premium display suppliers for the latest iPhone, providing a major boost to Beijing's tech ambitions -- and added pressure on existing suppliers like Samsung. $蘋果(AAPL.US)$ $京東方A(000725.SZ)$
京東方A股票討論區
有誰收到股息了?
CIMB: CHN – Strategy Note – Smartphone demand recovery on track in 2H22F
$小米集團-W(01810.HK)$$韋爾股份(603501.SH)$ $舜宇光學科技(02382.HK)$ $環旭電子(601231.SH)$ $深天馬A(000050.SZ)$ $通達集團(00698.HK)$ $中芯國際(00981.HK)$ $匯頂科技(603160.SH)$ $藍思科技(300433.SZ)$ $京東方A(000725.SZ)$ ...
知情人士表示,京東方科技於9月底開始爲6.1英寸的iPhone 13供應少量OLED顯示屏,並計劃很快增加出貨量。最終的資格審查過程將集中在屏幕的耐用性上,最快將於本月結束。該報道稱,京東方將與三星顯示器(Samsung Display)分享iPhone 13顯示屏的訂單,佔總訂單的20%。
Nikkei Asia:Apple has added China's BOE Technology to its list of premium display suppliers for the latest iPhone, providing a major boost to Beijing's tech ambitions -- and added pressure on existing suppliers like Samsung.
$蘋果(AAPL.US)$
$京東方A(000725.SZ)$
$蘋果(AAPL.US)$
$京東方A(000725.SZ)$
$京東方B(200725.SZ)$
$京東方精電(00710.HK)$
京東方仍將為iPhone13供貨
$京東方A(000725.SZ)$
$京東方B(200725.SZ)$
$京東方精電(00710.HK)$
暫無評論