Analyst Christian Schwab sees Entegris poised for above-market growth amid rising semiconductor complexity. CEO Bertrand Loy is bullish on the semiconductor industry's long-term growth, seeing the market leaning towards Entegris. Both Seeking Alpha and Wall Street analysts hold a BUY rating for Entegris.
The low ROE and significant use of debt make it hard to get excited about this business at the moment. High quality companies typically have high ROE and low debt.
Negative growth outlook and a P/S ratio similar to the industry could disappoint investors hoping for a business turnaround. A higher P/S ratio may indicate potential investors are paying a premium for the stock.
Recently, semiconductor stocks are gaining momentum as the$費城半導體指數(.SOX.US)$hit its highest level in nearly two years. The best performers, including$英偉達(NVDA.US)$and$美國超微公司(AMD.US)$, saw their shares surging 226.26% and 112.46% this year, respectively. The expansion of the artificial intelligence (AI) market has driven the prices of relevant stocks upwards on the stock market. C...
Entegris's shares seem costly due to a high P/E ratio, signaling a potential selling window for shareholders. Potential investors might wait for a price adjustment, notwithstanding the company's positive growth projection.
Last week, Goldman hosted the 2nd Annual World Semiconductor Conference in New York, where they gained valuable insight from the semiconductor companies. Here are Goldman's top nine takeaways from the chip conference: 1) Focus on AI: There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
英特格股票討論區
2000年上市,主要做半導體材料和工藝業務,全球化市場,當前價格134.78。
5年來營收持續增長,平均增速17.8%,營業利潤受毛利和費用影響在2019和2022年均有萎縮,平均增速10.7%,淨利潤近兩年受利息費用大幅飆升影響連續大幅萎縮,目前只有2019年的7成。2023年利息費用佔營業利潤的62%,利息負擔極重。資產負債表顯示2022年進行了大規模收購,目前看收購併不成功。
毛利率近5年從44.7%下降到42.5%。
目前市盈率111.5,考慮到收購後帶來的高額有息負債和減值壓力,缺乏投資價值。
C...
Here are Goldman's top nine takeaways from the chip conference:
1) Focus on AI:
There was an immense focus on AI throughout conference with semiconductor companies, in particular, speaking to the near- and long-term opportunity related to this growing...
Nvidia $英偉達(NVDA.US)$ : +24%
Monolithic Power $Monolithic Power Systems(MPWR.US)$ : +18%
Taiwan Semi $台積電(TSM.US)$ : +12%
AMD $美國超微公司(AMD.US)$ : +11%
Marvel $邁威爾科技(MRVL.US)$ +8%
Broadcom $博通(AVGO.US)$ : +7%
Applied Materials $應用材料(AMAT.US)$ : +7%
Lam $泛林集團(LRCX.US)$ : +6%
ASML $阿斯麥(ASML.US)$ : +6%
KLA $科磊(KLAC.US)$ : +6%
Entegris $英特格(ENTG.US)$ : +5%
Micron $美光科技(MU.US)$ : +5%...
Gap Ups
1. $精密科學(EXAS.US)$ - up 10.02%
2. $日月光半導體(ASX.US)$ - up 2.54%
3. $阿斯麥(ASML.US)$ - up 2.35%
4. $美國超微公司(AMD.US)$ - up 2.13%
5. $China Eastern Airlines(CEA.US)$ - up 1.36%
6. $英特格(ENTG.US)$ - up 1.33%
7. $Agilon Health(AGL.US)$ - up 1....
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