Advanced microchips are in many of the familiar products we use every day – from mobile phones and computing devices to entertainment systems and increasingly “smart” cars. Electronic products are everywhere and life without them unimaginable. Creating the tiny, complex chips used in these devices involves the repetition of a core set of processes and includes hundreds of individual steps. For successful production, semiconductor manufacturers require sophisticated processes and fabrication equipment. Lam Research works closely with customers to deliver the products and technologies needed to enable their success. By offering critical chip-processing capabilities, our products provide a vital link between the visionary designs for the latest electronic devices and the companies that produce them. Lam research have giving out 100m usd contract to local mnc. It’s just a warm up.
Lets do a simple calculation here, for the upcoming aug end release result. Lets say slight profit drop due to lockdown ~8mil + 3.5mil of confirm compensation from Mace purchase = 11.5mil PAT (EPS 2sens). PE now is 215/(2 + 1.62 + 1.44 + 0.95) = 36. This is a very conservation calculation. With all the new businesses i am expecting more
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Cakes Moon
6,929 posts
Posted by Cakes Moon > 2021-07-13 12:18 | Report Abuse
Going up steadily~