Despite trading below industry PE ratio, TSEM's negative profit outlook implies higher risk. Potential investors should consider the risks of negative growth prospects before investing.
The company's ROCE trend is uninspiring, and the increase in capital employed suggests funds aren't being deployed into high return investments. If trends persist, it's unlikely to be a multi-bagger going forward.
News Highlights $蘋果(AAPL.US)$shares fell by 2.92%, closing at $177.56. Its options trading volume is 2.44 million. Call contracts account for 54.0% of the whole trading volume. The most traded calls are contracts of $180 strike price that expire on September 8th. The total volume reaches 157,083 with an open interest of 10,808. The most traded puts are contracts of a $175 strike price that expir...
NVIDIA's CEO, Jensen Huang, underscored the economic advantages of the company's AI chips over traditional CPUs in data centers. Huang illustrated that this Superchip could curtail a data center's power consumption by a factor of 20 and cut costs by 12 times when compared to Intel's (NASDAQ: INTC) Xeon CPUs. As data centers pivot towards accelerated computing, NVIDIA's AI chips are gaining traction, CRN reports. Intel's proposed $5.4 billion a...
Tower半導體股票討論區
1994年上市,主要做代工業務,49%的市場在美國,當前價格33.98。
5年來營收在2019和2023年萎縮,中間3年增長,5年僅增長9.1%,營業利潤也是中間3年增長,平均增速5.4%,淨利潤2023年靠特殊收入達到了5.2億,如果不考慮特殊收入,淨利潤應該爲2億左右。近兩年沒有利息負擔。毛利率近5年從18.6%提升到27.8%後又降回24.9%,淨資產收益率2022年爲15.1%。
目前市盈率7.3,如果刨除特殊收益市盈率爲18.8,5年平均淨利2.22億對應市盈率爲17,考慮到週期性很強,估值缺乏吸引力。
$蘋果(AAPL.US)$ shares fell by 2.92%, closing at $177.56. Its options trading volume is 2.44 million. Call contracts account for 54.0% of the whole trading volume. The most traded calls are contracts of $180 strike price that expire on September 8th. The total volume reaches 157,083 with an open interest of 10,808. The most traded puts are contracts of a $175 strike price that expir...
Huang illustrated that this Superchip could curtail a data center's power consumption by a factor of 20 and cut costs by 12 times when compared to Intel's (NASDAQ: INTC) Xeon CPUs. As data centers pivot towards accelerated computing, NVIDIA's AI chips are gaining traction, CRN reports.
Intel's proposed $5.4 billion a...
暫無評論