Knowles' non-recurring tax benefit may inflate its perceived performance. Its true earnings power could be less than its statutory profit, despite showing enough improvement to book a profit this year after last year's loss.
Knowles' declining ROCE and flat capital employed indicate a mature business with limited growth. Despite a 0.6% stock rise in the past five years, current trends don't inspire confidence for future growth.
Recent insider selling at Knowles sends a negative signal, urging caution among potential investors. Despite some alignment with shareholders due to insider ownership, the lack of insider buying over the past year adds to the cautious stance.
High expectations of Knowles' future growth may be inflating its stock price. The projected revenue and investor confidence could act as a shield against a sudden plunge in share value.
The data suggests that Knowles is effectively shrinking in terms of its capital base. With low returns on capital and a diminishing capital base, it may not offer opportunities for significant future gains.
Knowles股票討論區
目前市值15.5億,即使按2021年1.5億的利潤高點計算也達到了10,對於一個能搞出高額減值的公司來說這個估值太高了。
專欄17 Major Companies Tied to Apple Supply Chain
$Knowles(KN.US)$ sweet KiNgdom
暫無評論