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bullish
SCREEN: Moderate ~teens Growth Outlook but the Stock Is Cheap
400 Views02 Feb 2025 07:54
China impact on Dec-24, weaker Mar-25, FY26 growth from TSMC/HBM. Accounting concerns resolved, stock appreciating. Low valuations at 11x FY26 EPS, potential short-term limit.
What is covered in the Full Insight:
- Introduction
- Dec-24 Performance
- Mar-25 and FY26 Outlook
- Accounting Investigation
- Consensus and Valuations
SUMMARY
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Full Insight
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Nicolas Baratte
Technology / Semiconductor / Internet Research
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