日月光半導體股票討論區

$台積電(TSM.US)$ 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...

$日月光半導體(ASX.US)$在2022年3月的分析中因爲估值折扣被選中，至今股價提升33%。
2018年上市，主要做半導體封裝和製造業務，2/3市場在美國，當前價格9.96。
5年來營收前4年增長，2023年萎縮13.3%，平均增速9.4%，營業利潤首尾兩年分別萎縮12.3%和50.6%，中間3年增長，淨利潤2023年萎縮48.1%。2023年利息費用佔營業利潤的11.7%，利息負擔略高。毛利率近5年也是首尾兩年萎縮，中間三年增長，最高達到20.1%，2023年下滑回15.8%，淨資產收益率最高達到25.6%，2023年下滑到10.7%。
目前市盈率21.7，如果以2022年淨利高點計算市盈率爲10.5，5年平均淨利對應市盈率爲16.3，綜合來看估值吸引力不大。

Here are the top gap ups and downs for the stocks after market closed (gaps range from large to small):
Gap Ups
1. $Affirm Holdings(AFRM.US)$ - up 2.9%
2. $孩之寶(HAS.US)$ - up 1.6%
3. $日月光半導體(ASX.US)$ - up 1.0%
4. $南非薩索爾(SSL.US)$ - up 0.3%
Gap Downs
1. $邁威爾科技(MRVL.US)$ - down 3.2%
2. $華住(HTHT.US)$ - down 1.9%
3. $Sendas Distributor(ASAI.US)$ - down 1.0%
What are gaps?
Price charts sometimes have blank...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $SoFi Technologies(SOFI.US)$ - up 7.3%
2. $浦項鋼鐵(PKX.US)$ - up 2.9%
3. $埃爾比特系統(ESLT.US)$ - up 2.6%
4. $Symbotic(SYM.US)$ - up 2.5%
5. $Palantir(PLTR.US)$ - up 2.3%
6. $Adobe(ADBE.US)$ - up 2.2%
7. $安森美半導體(ON.US)$ - up 1.6%
8. $美國鋁業公司(AA.US)$ - up 1.5%
9. $Roku Inc(ROKU.US)$ - up 1.4...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $羅技(LOGI.US)$ - up 6.9%
2. $F5 Inc(FFIV.US)$ - up 5.1%
3. $聯合利華(英國)(UL.US)$ - up 3.9%
4. $美國包裝公司(PKG.US)$ - up 3.4%
5. $力拓(RIO.US)$ - up 2.5%
6. $GE航天航空(GE.US)$ - up 2.5%
7. $日月光半導體(ASX.US)$ - up 2.4%
8. $Datadog(DDOG.US)$ - up 2.4...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $Frontier Communications(FYBR.US)$ - up 5.5%
2. $Vmware(VMW.US)$ - up 3.8%
3. $北方信託(NTRS.US)$ - up 3.3%
4. $Elevance Health(ELV.US)$ - up 2.9%
5. $以色列化學(ICL.US)$ - up 2.8%
6. $AT&T(T.US)$ - up 2.0%
7. $Molina Healthcare(MOH.US)$ - up 1.9%
8. $康西哥(CNC.US)$ - up 1.8%
9. $NatWest(NWG.US)$ - up 1.5%...