$台積電(TSM.US)$stands as a titan in the semiconductor industry, renowned for its advanced chip fabrication capabilities. As TSMC announces substantial capital expenditures to expand and upgrade its manufacturing facilities, the ripple effect is set to benefit a wide array of suppliers in the semiconductor ecosystem. Its suppliers can be categorized into several key areas: Equipment Suppliers: $阿斯麥(ASML.US)$: A leadin...
The company's ROCE trend does not inspire confidence as it has remained relatively flat despite increased capital deployment. Unless these underlying trends turn more positive, the high performance of the stock may not continue.
Amkor's revenue dropped 8.1% YoY, indicating a deepening downcycle. Despite strong inventory and operating margin improvements, its revenue guidance missed expectations and gross margin shrunk, leading to a 7.1% stock drop.
Amkor Technology's market perception has seen a positive shift over the past five years, with share price outpacing EPS growth. Dividends have boosted total shareholder return, but the one-year total return of 6.9% lags behind the market.
Despite mixed results, semiconductor manufacturing stocks have generally held their ground better than others, with share prices up 20.3% on average since the previous earnings results.
The significant sale of shares by insiders combined with the lack of purchases over the past year may spell a potential red flag for investors. Despite high insider ownership aligning with shareholders' interests, recent activities paint a discouraging picture.
Investors expect Amkor Tech to outperform in the market, supporting its high P/E ratio despite falling earnings. The high P/E ratio may sustain the share price unless conditions change.
Despite Amkor Technology's performance remaining relatively consistent, it has shown it can reinvest its capital at good rates of return. The significant stock return over the past five years demonstrates a positive trend that could potentially attract more investors.
Mixed quarter for Amkor due to underwhelming revenue forecast and shrinking gross margin. Stock fell by 15.4% post results - investment attractiveness tempered by $1.17 billion cash on hand.
Fullmoonnite : 自開戶以來已經有一個月,但仍然沒有批准
Fullmoonnite : 是的,如果他們不想核准,他們應該給我刪除我的帳戶的選項
RAF Trader 108 : 感謝您打破台積公司的供應鏈。這在評估公司以及其對主要供應商的依賴性方面非常有價值!
Nemesis Lee : 這些數據的來源是什麼?
Money Thrill : 看到這個很有趣 我一年前購買了 ASML... 他們的平版印刷機很棒。