TE CEO Terrence Curtin credits margin growth to cost-cutting, price increases, and economies of scale in transportation. Despite expected industrial sector destocking, he's optimistic about automotive market growth. Analysts' average price target for TE stock is $152.
TE Connectivity's high P/E ratio suggests possible oversight of average growth expectations by investors. This may indicate a high share price not supported by projected earnings, risking investor disappointment.
TE Connectivity's performance over the past five years has been strong, returning 12% per year. It is suggested that the business might continue to execute effectively even if the share price gains are decelerating.
TE Connectivity's steady performance and positive forecasts amidst tough market conditions are seen favorably by investors. The company's strategy to leverage e-mobility, renewable energy, and AI trends for growth is also noteworthy.
Core points: 1. The current AI investment is mainly concentrated in semiconductor companies, involving the provision of artificial intelligence rack solutions for high-intensity computing workloads. Artificial intelligence opportunities ignored by investors, including AI servers, optics, and cable connectors, will generate excess returns in the future. 2. The dense configuration of artificial intelligence servers will prom...
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泰科電子股票討論區
2007年上市的瑞士公司,主要做交通解決方案、工業解決方案以及通信解決方案,主要市場在瑞士、美國和中國,當前價格141。
5年來營收僅在2021和2022年大幅增長,其餘3年萎縮,平均增速2.8%,營業利潤也一樣,5年平均增速1.6%,淨利潤受減值和重組併購費用影響波動劇烈,5年來總體萎縮。
2024Q1營收萎縮0.3%,營業利潤受毛利率提升影響增長16.9%,淨利潤受所得稅返還影響大幅提升至18億,全年大概率33億左右。
目前市盈率23.4,市盈率TTM13.4。如果全年淨利達到33億,對應市盈率爲13.2。不過11億所得稅返還應該平攤到之前的年份,如果每年2.2億,市盈率調整爲20.5,對於淨利潤沒有明顯成長趨勢的股票來說吸引力仍然不大。
8/18 watchlist ⚡️
專欄AI hardware industry | Expected to generate excess returns in the future
1. The current AI investment is mainly concentrated in semiconductor companies, involving the provision of artificial intelligence rack solutions for high-intensity computing workloads. Artificial intelligence opportunities ignored by investors, including AI servers, optics, and cable connectors, will generate excess returns in the future.
2. The dense configuration of artificial intelligence servers will prom...
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