Despite muted growth, accumulating more holdings in the stock could be beneficial as it trades below industry PE ratio. The future profit outlook isn't fully reflected in the current share price, making it a good time to buy SANM. Consider the management team's track record before investing.
Despite Sanmina's profitability and growth, the recent insider sale of shares at around US$58.20 raises caution. High insider ownership is positive, but lack of insider purchases and recent sale warrant caution.
Sanmina's management is optimistic about the outlook for the second half of the year, expecting demand and revenue to improve. CEO Jure Sola expressed confidence in the company's long-term positioning for growth.
Despite previous warnings about customers' uncertainty due to macroeconomic conditions, Sanmina's Q2 forecast indicates a positive outlook for the company. The CEO, Jure Sola, expects sequential improvement in the second half of the year.
Sanmina's CEO expressed optimism for sequential improvement in the second half of the year, despite previous warnings about customers' skittishness amid macroeconomic uncertainty.
The low P/E ratio of Sanmina is understood in light of its forecasted shrinking earnings. The weak outlook is weighing down the shares and it's hard to see the share price rising strongly in the near future under these circumstances.
The high sale price relative to the current share price offers some comfort despite sell-off by insiders over past year. Modest insider ownership with no recent transactions might not allure prospective investors.
Despite robust past growth, moderated market expectations are reflected in the low P/E ratio of 8.98. A share price drop could still present an opportunity for long term investors if sustained growth continues.
新美亞電子股票討論區
1993年上市的美國公司,主要做綜合生產解決方案並提供配件服務,主要市場在墨西哥,亞太和美國,當前價格61.27。
5年來營收除2020和2021年外增長了3年,平均增速4.7%,營業利潤2020年萎縮,其餘4年增長,5年平均增速20%,淨利潤近4年平均增速23%。受股票回購影響,每股收益增速達到27%。2023年利息費用佔營業利潤的4.9%,利息負擔不高。毛利率近5年從7.2%提升到8.3%,淨資產收益率從9%提升到15.5%。
24Q1營收和營業利潤連續第二個季度萎縮,營收萎縮20.4%,營業利潤萎縮30.4%,淨利潤大幅萎縮36.5%。
5年來資產負債率從57.9%下降到52.4%,總資產和淨資產都有增加。 應收的比例和增速都正常,存貨2022年從10.4億大幅增長61.7%到16.8億,好在2023年開始下降,目前13.9億,比例還算正常。
長期借款3.08億,佔22.73億淨資產的13.6%,槓桿率不高。庫存股達到16億。
目前現金6.32億,流動比率1.9,...
Yes, we see it but why? Stop sending these garbage non-news.
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