Any and every investor seeks to buy shares at a low price and sell high. One of the best ways to do so is to identify traditionally undervalued stocks. In this case, in the tech sector, and invest.The question then becomes: How do we reliably identify undervalued shares? Well, the current P/E ratio for the S&P 500 Information Technology Sector is 31.8. We can use that as a reasonable cut-off point. None of the stocks discussed below have a P/E ratio above that level. However, not all stocks with a P/E ratio ...

Investors might want to bet on Amkor Technology (AMKR) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this chip packaging and test services provider, should get reflected in its stock price. After all, empirical research show ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Amkor Technology (AMKR) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Amkor Technology currentl ...

Wall Street witnessed an impressive 15-month-long rally, primarily led by growth stocks, especially, technology stocks, before April’s meltdown. The U.S. stock markets rebounded in early May after a disappointing April, with recently released economic data boosting market participants’ confidence in equities.The tech rally was led by a massive thrust toward artificial intelligence (AI), especially generative AI. The rapid penetration of digital technologies and the Internet worldwide during the lockdown led ...

业绩总结 - 公司2024年Q1实现营收13.66亿美元，同比减少7.2%[1] - 公司2024年Q1Non-GAAP毛利率为14.8%，同比增加1.6pct[1] - 公司2024年Q1通信市场收入占比为47%，营收规模同比下降3%[10] - 公司2024年Q1汽车和工业市场收入占比为22%，营收规模同比减少22%[11] - 公司2024年Q1消费者市场收入占比为14%，营收规模同比增长6%[12] - 公司2024年Q1计算市场收入占比为17%，营收规模同比减少4%[13] 未来展望 - 公司预计2024年全年资本支出保持在7.5亿美元，主要集中在2.5D和SIP先进封装的扩产升级[2] - 公司2024Q2营收业绩指引为14-15亿美元，Non-GAAP毛利率业绩指引为13.0%～15.0%[3] - 公司预计2024年第二季度收入为14.5亿美元，环比增长6%，同比持平[27] - 公司预计2024年第二季度净利润在3500万美元到7500万美元之间，每股收益0.14美元到0.30美元[32] 新产品和新技术研发 - 公司投资主要集中于增加2.5D和SIP的先进封装产能，以及扩建生产制造设施，以支持高性能计算等市场[33] - 公司预计24H2产能将增加三倍，代表2.5D封装业务收入增加三倍，预计于25年初实现Fan-out封装技术或RDL技术的量产[47] 市场扩张和并购 - 新设备推出和2.5D技术的上行空间将补偿汽车领域的较低表现，预计2024年计算和消费者领域收入将是2023年的三倍[35][36] - 公司仍坚持年初设定的30%的半年环比增长目标，尽管汽车领域稍显疲软，但在其他市场中呈现更多的上行空间[40]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-29472 AMKOR TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 23-1722724 (State or other jurisdiction of inc ...

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well.What are the Zacks Style Scores?The Zac ...

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors rely on traditional forms of ...

财务数据和关键指标变化 - 公司第一季度收入为13.7亿美元,同比下降7% [8] - 第一季度毛利为2.02亿美元,毛利率为14.8%,包括约100个基点的折旧费用下降带来的利润提升 [22][23] - 第一季度营业利润为7300万美元,营业利润率为5.4% [24] - 第一季度净利润为5900万美元,每股收益为0.24美元,其中包括0.05美元的折旧费用下降带来的利润 [24] - 第一季度EBITDA为2.33亿美元,EBITDA利润率为17.1% [24] 各条业务线数据和关键指标变化 - 通信市场收入同比下降3%,主要受iOS生态系统需求下滑影响 [10] - 汽车和工业市场收入同比下降22%,受客户库存调整影响 [12] - 计算机市场收入环比增长4%,受AI设备和新款ARM PC产品拉动 [14] - 消费电子市场收入同比增长6%,传统消费品需求疲软,可穿戴设备需求增长 [16] 各个市场数据和关键指标变化 - 预计2024年全球智能手机出货量将小幅增长 [11] - 汽车半导体需求长期增长趋势不变,每车半导体含量将持续提升 [12] - 计算机市场中,基础设施和传统服务器需求恢复缓慢,但AI设备和ARM PC需求增长 [14] - 消费电子市场中,传统消费品需求疲软,但可穿戴设备需求增长 [16] 公司战略和发展方向及行业竞争 - 公司正在持续提升技术领导地位,扩大全球制造布局,加强与重点客户的合作 [9] - 公司正在扩大2.5D和先进SiP产能,以支持AI、高性能计算等增长市场 [14][16][17] - 公司正在加强在欧洲和日本的汽车半导体供应链合作,提升在这些地区的制造能力 [13] - 公司正在推进在美国亚利桑那州建设新的先进封装和测试工厂,并申请CHIPS资金支持 [17][72][73] 管理层对经营环境和未来前景的评论 - 公司认为第一季度为当前周期的低点,预计第二季度收入将环比增长6% [18] - 公司预计2024年全年收入将呈现前低后高的态势,下半年将出现强劲增长 [18][19] - 公司认为行业的长期增长动力仍在,公司有信心在行业周期中脱颖而出 [19] 问答环节重要的提问和回答 问题1 **Toshiya Hari 提问** 询问公司全年展望中的汽车和工业市场下滑的影响及其他业务的补偿情况 [29] **Giel Rutten 回答** 通信设备新品发布、Android市场回暖、计算机和消费电子市场的增长将弥补汽车和工业市场的下滑 [30] 问题2 **Ben Reitzes 提问** 询问公司对2024年智能手机市场的预期 [34] **Giel Rutten 回答** 预计2024年全球智能手机出货量将小幅增长,高端机型需求增加将有利于公司 [35][36] 问题3 **Charles Shi 提问** 询问公司在2.5D先进封装技术方面的能力和竞争优势 [49][55] **Giel Rutten 回答** 公司在2.5D硅基和RDL基先进封装技术方面处于领先地位,拥有丰富的量产经验和高良率 [53][56][57]