MKS Instruments' low P/S ratio is attributed to its underwhelming revenue performance and bleak growth outlook. This weak outlook is suppressing the shares, making a strong price rise unlikely soon.
MKS Instruments' refinancing move is seen as a strategic step adding flexibility and simplifying the company's capital structure. The strong market demand for MKS's Term Loan B reflects the strength of its operating model.
Market sentiment leans towards judging performance based on revenue growth over EPS, mirroring an existing EPS-share price mismatch. Bolstered by dividends, TSR outperforms share price return. Analysts still foresee future growth despite a potential slowdown in share price gain.
I am bearish on semicon stocks.As I used to work in that industry, particularly mks and cohu, I feel can feel the industry's heartbeat..as such I will off load USD cop fund and I am going big long for MKS and cohu, because the US will be spending billions on capital equipment for the 'made in the usa' IC chips..especially AI of course. their annual dividends are consistent 4 to 6 %. other metrics look good. so join me , 🙂
John T.C. Lee, President and CEO of MKS Instruments, lavished praise upon Bagshaw's contributions to the company, saying that he leaves MKS in a strong financial position for future growth and value creation.
MKS儀器股票討論區
MKS儀器(MKSI) 是1999年以14美元上市的美國公司,當前價格118.4,平均年回報率爲9.8%,還算不錯。
5年來毛利率除2019年外,基本在46%左右,淨資產收益率波動則很大,有3年在20%以上,但是2019和2020年僅有7.2%和16%。
5年來營收從19.2億增長到29.5億,除2019年外增長了4年;營業利潤從4.2億增長到7.4億,除2019年下滑46.4%外增長了4年,尤其是2021年暴增了58%;淨利潤從3.4億增長到5.5億,除2019年下滑64.3%外增長了4年,2021年暴增了57.5%,淨利潤近4年平均增長率爲12.9%。
2022前兩季度營收增長4.4%,營業利潤下滑5%,淨利潤增長1.6%,顯示出2021年的暴漲無法持續。
利潤表顯示近幾年的重組與併購費用比較高,2021年達到了4090萬。利息費用佔比少於5%,負擔很輕。
資產負債率變化不是很大,從34.2%上升到41%又下降到目前的34.1%,應收和存貨比例都比較正常,增量也低於淨利潤增量,有12.2億的商譽,佔淨資產31.3億的近40%;長期借款8...
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