$ACM Research(ACMR.US)$i said a few weeks ago there are some things about this company that I like but then I discovered that majority of their revenue comes from China now that's a big concern for me because of the US chip acts I don't know if ACMR can continue to sell to Chinese customers unless they find loopholes but it's very concerning to me so I didn't start a position yet. I might do it purely from a technical analysis perspe...
$ACM Research(ACMR.US)$its showing signs of starting a bullish run after the recent sell-off. undervalued with respect to rest of industry so might be a good pick. i am very tempted to enter with a sizeable position but i can't make up my mind.
ACM Research's flat ROCE and increased capital employed suggest it's not investing in high return ventures. Despite this, market optimism remains due to significant past stock returns. However, current trends don't promise high future returns.