Kulicke & Soffa's revenue and EPS guidance for the next quarter significantly missed analysts' projections, and its operating margin also shrunk. The management team expects semiconductor unit growth to normalize later this year.
Despite exceeding expectations last quarter, Kulicke & Soffa may face worsening industry down cycles with a projected revenue drop of -3.5% next quarter. The company's mediocre Q4 performance resulted in a 6.6% stock price decrease, but its robust cash flow and decreased inventory may offer growth opportunities.
$庫力索法半導體(KLIC.US)$ it's daily short volume is at its lowest, seems likey that it's price has bottomed n turning bullish upwards. add to watchlist and ride the uptrend. huat huat
庫力索法半導體股票討論區
1978年上市,主要做半導體器件的固定設備和消耗性工具業務,主要市場在亞洲,當前價格47.22。
5年來營收在2021和2022年保持在高位,其餘3年都較低,營業利潤則在2021和2022年保持在4億以上,其餘3年都很低,2023年僅有0.61億,淨利潤也類似,2023年僅有0.57億。
2024Q1營收繼續萎縮2.9%,營業利潤萎縮85.7%,淨利潤萎縮36.3%。
目前市盈率47.7,市盈率TTM52.4,5年平均淨利1.8億對應市盈率14.8,估值沒什麼吸引力。
由於分析方法變化很大,重新進行完整分析。
5年來營收波動中增長,平均增速爲13.2%,其中2022年下滑0.9%,營業利潤則受毛利率大幅提升影響在2022年又增長了14%,淨利潤在2022年繼續增長18.1%。
2023上半年營收大幅下滑59%,營業利潤下滑91.3%,淨利潤下滑88%,這個變化太大,需要找外部新聞看一下,5 minutes later… 沒找到靠譜的。
目前市盈率8,市盈率TTM已經提升到了15.7,如果全年淨利潤下滑88%,市盈率將提升到66,看起來風險極高,平倉退出觀望較好。
Raising the debt ceiling = more government spending = higher inflation. And everything becomes transitory again.
$美元ETF-PowerShares DB(UUP.US)$$可口可樂(KO.US)$$麥當勞(MCD.US)$$星巴克(SBUX.US)$$百事可樂(PEP.US)$$京東(JD.US)$$Sea(SE.US)$$庫力索法半導體(KLIC.US)$$凱德投資(9CI.SG)$
KnS
$能源指數ETF-SPDR(XLE.US)$$AMC Preferred Equity Unit(APE.US)$$庫力索法半導體(KLIC.US)$$福根集團(E28.SG)$
it's daily short volume is at its lowest, seems likey that it's price has bottomed n turning bullish upwards. add to watchlist and ride the uptrend. huat huat
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