Despite a high P/E ratio, investors hold onto their stock expecting the company to defy market adversity. However, this could lead to disappointment if the P/E falls in line with the growth outlook. High share price and predicted earnings may not support the positive sentiment for long, risking shareholders' investments and potential investors paying an unnecessary premium.
It's promising to see increases in both ROCE and capital, a combination often seen in multi-baggers. Given that the stock has been relatively flat over the past three years, there's potentially an opportunity if other metrics are strong.
101689942
whqqq
:
fear of competition. once china masters chip manufacturing, the cost of manufacturing will drop substantially due to their scale. which also mean the others will soon be pushed to the corner
Beijing plans to roll out what will be one of its biggest fiscal incentive packages over five years, mainly as subsidies and tax credits to bolster semiconductor production and research activities at home, said the sources. The majority of the financial assistance would be used to subsidise the purchases of domestic semiconductor equipment by Chinese firms, mainly semiconductor fabrication plants, or fabs, they said. ...
Semiconductor legend Gerald Yin left the United States to spend 18 years in China, where he said he built a company that would be among the global powerhouses in chip manufacturing equipment. Now, under U.S. restrictions, the global industrial integration he advocated has been undermined, plunging the U.S. citizen's life's work into uncertainty. Ltd. (Advanced Micro-Fabrication Equipment Inc.,...
Advanced Micro-Fabrication Equipment Inc. China Stock Forum
China gives chipmakers easier subsidy access to help guide industry recovery: FT.
com.sg/internat...
$S&P 500 Index (.SPX.US)$ $Nasdaq Composite Index (.IXIC.US)$ $Intel (INTC.US)$ $Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $AEM SGD (AWX.SG)$ $Rex Intl (5WH.SG)$ $RH PetroGas (T13.SG)$ $Geo Energy Res (RE4.SG)$ $Golden Energy (AUE.SG)$
Some Chinese chip shares in Hong Kong rose sharply after news of the package. Semiconductor Manufacturing International Corp (SMIC) $SMIC (00981.HK)$ added mor...
The majority of the financial assistance would be used to subsidise the purchases of domestic semiconductor equipment by Chinese firms, mainly semiconductor fabrication plants, or fabs, they said. ...
Ltd. (Advanced Micro-Fabrication Equipment Inc.,...
$Advanced Micro-Fabrication Equipment Inc. China (688012.SH)$
No comment yet