📱 2022-04-28 19:26:00 - Paris/France.
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I-chip stocks yayirhweba ngokubi kwimivuzo yekota kunye Qualcomm (NASDAQ: QCOM) ukurhweba phantsi phantse i-50 yeedola ukusuka kwiindawo eziphezulu zamva nje. Ngazo zonke ii-akhawunti, isigebenga se-chip esingenazingcingo sasinekota ye-stellar kwaye saqhubeka nomkhwa wayo wokushenxisa ishishini kude kugxininiso olusulungekileyo lwamacingo. Ithisisi yam yotyalo-mali ihleli kakhulu kwizitokhwe zokurhweba kwi-Ultra-low P/E ratio yecandelo letshiphu.
Inguqu eyomeleleyo
I-Qualcomm inike ingxelo yengeniso ebetha uqikelelo lomhlalutyi kunye neethagethi zangaphakathi nangona kukho uloyiko lokuhla kwintengiso ye-elektroniki yabathengi. Isigebenga se-chip esingenazingcingo sichaze ingeniso ye-FQ2'22 ye-11,2 yeebhiliyoni zeedola, ibetha uqikelelo lwe-600 yezigidi zeedola.
Inkampani inike ingxelo ngengeniso yekota ye-3,21 yeedola ngesabelo ngasinye kwikota kaMatshi. I-Qualcomm ikhuphe i-EPS yonyaka kolu luhlu kunyaka-mali ka-2019 ngaphambi kokuhlaziya isivumelwano selayisensi kunye nomthengi ophambili. apple (AAPL) kunye nokuqaliswa kwee-smartphones ze-5G. Ukongeza, inkampani yetshiphu engenazingcingo ngoku iphethe i-75% ye Samsung (OTC:SSNLF) njengophawu lwentsebenziswano eyomeleleyo kunye nenkokeli ye-smartphone.
I-Qualcomm yenze inkqubela phambili ekukhuleni kwengeniso ngaphaya kwee-handsets kwishishini le-QCT kunye nemirhumo yelayisensi ye-QTL. Ingeniso ye-handsets inyuke nge-56% yaya kutsho kwi-6,3 yeebhiliyoni zeedola, kodwa inkampani eneneni yabona ingeniso ye-QTL yehla nge-2% ukuya kwi-1,59 yeebhiliyoni zeedola kwikota yesibini ka-2022, ekhokelela kwizibonelelo zokuhla kancinci.
Kwakukade kusithiwa indawo ephantsi ye-QTL yayiza kuzika inqanawa. Ngoku, ukutshintshela kwi-RF yangaphambili, iimoto kwaye, ngakumbi, i-IoT ibonelela ngamathemba angcono kakhulu eQualcomm. Icandelo leemoto lihleli likamva kunye nokusilela okungaphaya kwe-16 yeebhiliyoni zeerandi, ukunyuka kwe-3 yeebhiliyoni zeerandi ngokulandelelanayo, ngelixa i-IoT ngoku iqhuba ukukhula ngengeniso ye-1,7 yeebhiliyoni ezikhokelela kuhlumo olukhawulezayo kunee-handsets kwi-61% kwikota.
Kwakhona okuchukumisayo, i-Qualcomm ikhokele i-FQ3'22 yengeniso ye-10,9 yeebhiliyoni zeedola kwindawo ephakathi kunye nolindelo lomhlalutyi kuluhlu lwe-10,0 yeebhiliyoni zeedola. Inkampani ye-chip isendleleni yokugqithisa isikhokelo sekota kaJuni ngesixa esikhulu kunekota kaMatshi.
Kwikota yokugqibela, i-CEO yazisa imarike ukuba imiqobo yokubonelela igcina intengiso iphantsi. Isitokhwe sawa nangona esi silumkiso sokuba nayiphi na i-catch-up kwi-chain chain iya kukhawulezisa umvuzo. Kule kota, i-CEO iyaqhubeka nokucebisa ukuba imiba yesixokelelwano sobonelelo ihlale ingumba ngokwale ngxelo kwifowuni yemivuzo:
Okokugqibela, imfuno ihlala yomelele kuzo zonke iitekhnoloji zethu kwaye iyaqhubeka ukodlula unikezelo. Sikholelwa ukuba amalinge ethu okufumana izinto ezininzi kunye nokwandisa umthamo aza kuqhubeka ezisa uphuculo olongezelekayo lokufumana izinto kulo nyaka wonke. Ngomkhombandlela wethu weTekhnoloji enye kunye nemfuno yeemveliso zethu kunye nezisombululo phantse kuwo wonke umzi-mveliso, sikwimeko engakholelekiyo yokuqhubeka nokuhambisa ukusebenza okuphezulu, amandla asezantsi ekhompyuter kwisixhobo sobukrelekrele kunye nayo yonke into engenazingcingo.
Akukho xabiso lokunyuka
Ukuze i-Qualcomm ithethelele ixabiso lesitokhwe se-$ 140, inkampani kwafuneka idane imarike ngokunciphisa ukulindela. Isigebenga se-chip esingenazingcingo senze ngokuchasene ngqo ngokunyusa okulindelweyo konyaka.
Ngokuchasene noko, la manani axhasa urhwebo lwesitokhwe kwimigangatho emitsha yonyaka kunye nokuphakama kwakudala kwi-193 yeedola. Abahlalutyi bebecutha uqikelelo lwe-EPS iminyaka, kodwa loo manani kufuneka enyuke. Nge-200 yeedola, i-Qualcomm yayiza kurhweba nje izihlandlo ezili-16 kwiithagethi ze-FY23 EPS kwi-12,53 yeedola.
Idatha yiYCharts
Ekugqibeleni, abatyali-mali kufuneka baqale ukugxila kwiimarike zeemoto kunye ne-IoT ukuqhuba ukukhula kwengeniso kwiminyaka ezayo. Inkampani ivelisa kuphela i-1,3 yeebhiliyoni zeedola kwingeniso ye-automotive cadence kunye nokubhukisha sele kuphindwe kali-10 loo mali. Eli shishini, kunye ne-IoT, linyuse i-2,1 yeebhiliyoni zeedola kwiintengiso zekota kwaye sinokulindela kuphela ukuba ezo ntengiso zikhule njengoko ii-handsets ziphezulu nge-5G kulo nyaka uzayo. I-Qualcomm sele ijolise kwingeniso yemoto yokubetha i-3,5 yeebhiliyoni zeedola ngonyaka kwiminyaka embalwa.
Ibali lotyalo-mali lahluke kakhulu ngolwazi lokuba i-Qualcomm inokuba ngumvelisi ongaguqukiyo njengoko i-TAM isanda ngokukhula kwiindawo ezintsha. Inkampani ye-chip ayisiyonkampani endala, endala yetekhnoloji engakhuliyo, njengoko olu qikelelo luninzi lucebisa. Njengoko uphando lwam lwangaphambili luye lwabonisa, i-chip stock ayinakwenzeka ukurhweba kwi-P / E ephantsi yokuphindaphinda ngokuchasene noontanga bayo.
Yise kude
Eyona nto ithathwa ngumtyali-mali kukuba iQualcomm inexabiso eliphantsi kakhulu kwaye la manani aqinisekisa ukuba ikamva lihlala liqaqambile. Inkampani ayikaphenduli kwimfuno. Abatyali-mali kufuneka bathathe ithuba lobuthathaka balo nyaka ukuze bahlaziye.
SOURCE: Uphonononga Iindaba
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