ティー・イー・コネクティビティーに関するコメント

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...