Analysts have reduced their revenue forecasts and cut earnings per share numbers after recent results. However, they believe the intrinsic value of the business will improve over time. They suggest business headwinds could lay ahead for ASMPT.
ASMPT's high P/E ratio is justified by its strong earnings outlook. Despite potential earnings deterioration, investors don't see it as a reason for a lower P/E. The company's promising future prospects make a significant share price drop unlikely.
ASMPT's falling ROCE and revenue, despite increased capital deployment, raises concerns about its competitive edge. The reduction in current liabilities, potentially indicating less efficiency at generating ROCE, suggests the business is now funding more operations with its own money. Current trends at ASMPT are unfavorable, hinting at better investment opportunities elsewhere.
$ASMPT(00522.HK)$Everything is periodic. The life cycle of games is Taptap's ultimate logic for irreversible growth. Dai will say that Taptap will see significant growth in 6-18 months, which is not for nothing. Although the continuous improvement of infrastructure module construction will help growth, the greater thrust is still cycle! Period!!!!! Cycle!! The irreversible! Irreversible!! Irreversible!! I very much hope that our small shareholders can think through the logic of this cycle. ...
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The life cycle of games is Taptap's ultimate logic for irreversible growth.
Dai will say that Taptap will see significant growth in 6-18 months, which is not for nothing. Although the continuous improvement of infrastructure module construction will help growth, the greater thrust is still cycle! Period!!!!! Cycle!! The irreversible! Irreversible!! Irreversible!!
I very much hope that our small shareholders can think through the logic of this cycle.
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