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$Kulicke & Soffa Industries (KLIC.US)$🎯 On 2023.7.21, the current price is 57.1, with a 10% unrealized gain. It has been 13 months since the last review, meeting the review criteria.
Due to significant changes in the analysis method, a complete analysis is being re-conducted.
Revenue has fluctuated over the past 5 years, with an average growth rate of 13.2%. In 2022, it declined by 0.9%, but operating profit was significantly impacted by the increase in gross margin, growing by 14%. Net income continued to grow by 18.1% in 2022.
Revenue in the first half of 2023 sharply declined by 59%, operating profit by 91.3%, and net income by 88%. This is a significant change, so it's necessary to look for external news. 5 minutes later… No reliable news found.
The current PE is 8, the TTM PE has increased to 15.7. If the net income declines by 88% for the year, the PE will increase to 66, which looks very high-risk. It's better to close positions and wait and see.
Due to significant changes in the analysis method, a complete analysis is being re-conducted.
Revenue has fluctuated over the past 5 years, with an average growth rate of 13.2%. In 2022, it declined by 0.9%, but operating profit was significantly impacted by the increase in gross margin, growing by 14%. Net income continued to grow by 18.1% in 2022.
Revenue in the first half of 2023 sharply declined by 59%, operating profit by 91.3%, and net income by 88%. This is a significant change, so it's necessary to look for external news. 5 minutes later… No reliable news found.
The current PE is 8, the TTM PE has increased to 15.7. If the net income declines by 88% for the year, the PE will increase to 66, which looks very high-risk. It's better to close positions and wait and see.
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$Kulicke & Soffa Industries (KLIC.US)$In the analysis in March 2022, it was selected due to a significant discount in valuation, and the stock price has since declined by 23%. The last evaluation was a clear mistake, ignoring the unsustainability of the explosive growth.
Listed in 1978, the main business is fixed equipment and consumable tools for semiconductor devices, with the main market in Asia. The current price is 47.22.
In the past 5 years, the revenue has remained high in 2021 and 2022, while it has been low in the other 3 years. The operating profit has remained above 0.4 billion in 2021 and 2022, while it has been very low in the other 3 years. In 2023, it was only 0.061 billion, and the net income is similar, with only 0.057 billion in 2023.
In Q1 2024, the revenue continued to decline by 2.9%, operating profit declined by 85.7%, and net income declined by 36.3%.
The current P/E ratio is 47.7, the trailing P/E ratio is 52.4, and the 5-year average net income of 0.18 billion corresponds to a P/E ratio of 14.8, which is not attractive in terms of valuation.
Listed in 1978, the main business is fixed equipment and consumable tools for semiconductor devices, with the main market in Asia. The current price is 47.22.
In the past 5 years, the revenue has remained high in 2021 and 2022, while it has been low in the other 3 years. The operating profit has remained above 0.4 billion in 2021 and 2022, while it has been very low in the other 3 years. In 2023, it was only 0.061 billion, and the net income is similar, with only 0.057 billion in 2023.
In Q1 2024, the revenue continued to decline by 2.9%, operating profit declined by 85.7%, and net income declined by 36.3%.
The current P/E ratio is 47.7, the trailing P/E ratio is 52.4, and the 5-year average net income of 0.18 billion corresponds to a P/E ratio of 14.8, which is not attractive in terms of valuation.
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I won't say anything else, nvidia was awesome in the first half of the year. I hope it can hold up in the second half.
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$Sono Group (SEV.US)$ delisted soon 🥲
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ChatGPT has sparked a global AI stock craze since the start of the year. OpenAI's chatbot ChatGPT has become the fastest-growing consumer app in history, with an estimated 100 million monthly active users^ in January this year, just two months after its launch. ![]()
The ChatGPT mania has also pushed a number of AI concept stocks higher so far this year, with Nvidia up nearly 54%^ year-to-date, Buzzfeed up over 145%^, and the...
The ChatGPT mania has also pushed a number of AI concept stocks higher so far this year, with Nvidia up nearly 54%^ year-to-date, Buzzfeed up over 145%^, and the...
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$Sono Group (SEV.US)$ Sono Group ah, I had trusted you so much but you made me disappointed and much much poorer.
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$American Virtual (AVCT.US)$ out again at 0.41…… im loving this!!!! ready to swallow the last dip in about 15mins…..
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