科休半導體股票討論區

$Gryphon Digital Mining(GRYP.US)$ $齊默巴奧米特控股(ZBH.US)$ $科休半導體(COHU.US)$ $Evolv Technologies(EVLV.US)$ $Brookfield(BN.US)$   $VACASA INC(VCSA.US)$ $Blueprint Medicines(BPMC.US)$ $Williams-Sonoma(WSM.US)$ $美國世紀銀行(USCB.US)$
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$科休半導體(COHU.US)$在2022年3月分析中由於剛扭虧一年被排除，至今股價提高3.7%。
1967年上市，主要做檢測測試業務，全球化市場，當前價格32.7。
5年來營收前3年增長，後兩年萎縮，營業利潤2020年扭虧，2021年達到高點，近兩年大幅萎縮，淨利潤2021年扭虧達到高點，近兩年大幅萎縮，2023年僅有0.28億。
目前市盈率55.37，不考慮前兩年虧損，近3年平均淨利1億對應市盈率爲15.4，吸引力不大。

Gainers:
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Upgrades
• $Aptiv PLC(APTV.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $112 (from $108)
• $ASM INTERNATIONAL NV SPON ADR EACH REP 1 ORD SHS(ASMIY.US)$ : Barclays Upgrades to Overweight from EqualWeight - PT $425 (from $300)
• $Brighthouse Financial(BHF.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $54 (from $53)
• $卡地納健康(CAH.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $74 (from $54)
• $CrowdStrike(CRWD.US)$ : Goldman...

NVDA $英偉達(NVDA.US)$ has been a juggernaut in 2021 and is off to a good start in 2022. I see it has a PE of 92 and I am here to bring attention to COHU. A fundamentally solid company in the same sector(back end vs. production) with a PE of 11. Investment dollars will go far with COHU $科休半導體(COHU.US)$ .

$科休半導體(COHU.US)$
According to company projections (and analysts' expectations), Cohu's revenue should exceed $900 million by 2021. That is double the company's revenues of three years ago, with a market capitalisation of $1.7 billion and shares trading at less than twice price-to-sales.
It expects earnings of $3.12 a share this year, or 11.3 times forward earnings, significantly lower than the iShares PHLX Semiconductor ETF, which trades at 37.3 times.
As long as the semiconductor industry remains short of supply, manufacturers will continue to seek more capacity. For Cohu, that means strong demand for the company's products and services in the future. Global sales rose 26.4 percent in May, according to the Semiconductor Industry Association. This stock is a good way to achieve that growth.