Despite the impact of unusual items on Cirrus Logic's earnings, it is believed that the company's statutory profit understates its earnings potential. An improvement is expected next year if these unusual expenses do not recur.
Cirrus Logic's earnings growth due to profit reinvestment is commendable despite a lower ROE. However, the low ROE suggests investors may not be fully benefitting from this reinvestment. Analysts predict a momentum in the company's earnings.
Despite high P/E ratio of Cirrus Logic, investors are willing to pay premium due to expected strong future growth. High P/E ratio is tolerated since future earnings don't seem to be under threat.
$美國超微公司(AMD.US)$$凌雲半導體(CRUS.US)$$OPENLANE(KAR.US)$$休倫諮詢(HURN.US)$$Chegg(CHGG.US)$It was a wild week for stocks, and investors still have plenty of data to weigh as they gauge which companies can emerge from the downturn as winners. The Federal Reserve raised interest rates by another 0.75 percentage point last week. Investors considered the central bank’s next steps on its policy-...
凌雲半導體股票討論區
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1989年上市,主要做音響器件業務,65%的市場在中國,當前價格92.64。
5年來營收除2019年外增長了4年,平均增速4.4%,營業利潤2023年受毛利率下滑費用增長過快影響萎縮5.7%,淨利潤則受資本性資產減值影響大幅萎縮45.9%。近5年沒有利息負擔。毛利率近5年從50.4%提升到52.6%後回落到50.4%,淨資產收益率2023年從21.8%下滑到10.9%。
2024前3季度營收萎縮7.1%,營業利潤萎縮6%,淨利潤萎縮0.3%。
目前市盈率30,市盈率TTM29.3,2022年3.3億淨利高點對應市盈率爲15.4,考慮到目前營收增長趨勢似乎在消失,目前的估值吸引力不算大。
$凌雲半導體(CRUS.US)$$綠色平原能源(GPRE.US)$$海天網絡(HKIT.US)$$格瑞夫(GEF.US)$
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Key suppliers for Apple's iPhone 15
$凌雲半導體(CRUS.US)$ Kioxia Japan $德州儀器(TXN.US)$$恩智浦(NXPI.US)$$博通(AVGO.US)$ Skhynix Korea $RENESAS ELECTRONICS CORP(RNECF.US)$$意法半導體(STM.US)$ Bosch $思佳訊(SWKS.US)$$高通(QCOM.US)$$Qorvo(QRVO.US)$
專欄17 Major Companies Tied to Apple Supply Chain
Top Wall Street analysts pick these stocks to bet on during the market’s uncertainty
The Federal Reserve raised interest rates by another 0.75 percentage point last week. Investors considered the central bank’s next steps on its policy-...
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