3006.TW Elite Semiconductor Microelectronics Technology Inc. Loading... : Bullish and Bearish Analyst Opinions
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04:28
Aug 31
Aug 31
ESMT at 1.9x P/E is the anomaly
Buy ESMT for the extreme valuation disconnect — 1.9x annualized P/E with strong memory price tailwinds and rising ASPs, though duration of the cycle is debated. Author personally frames this as his take and undervalued.
MED
17:17
Aug 30
Aug 30
ESMT watch pending clear stance
The author confirms a memory allocation question about ESMT but provides no explicit position language. The reply is ambiguous endorsement at best, lacking ownership, directional call, or rationale; treat as watch.
MED
15:24
Aug 30
Aug 30
Long ESMT on legacy DRAM pricing blowout.
Long ESMT (3006.TW): legacy DRAM supply is structurally tight, Q2 blended ASP rose 105-113% Q/Q, July net income was ~$109M, and customers accept PSMC wafer-cost pass-through. Author discloses a position.
HIGH
20:57
Aug 29
Aug 29
ESMT legacy memory price-hike watch
Watch ESMT because legacy-memory segments face multi-quarter price hikes and tight supply, but no author-owned position is disclosed.
MED
01:42
Aug 27
Aug 27
Long ESMT on DDR2/DDR3 price hikes
Long ESMT as a fabless memory company leveraged to DDR2/DDR3 price hikes. Monthly net income has climbed from about $16M to $110M, with further Q3 legacy DRAM price increases expected and a solid net cash balance sheet.
HIGH
About 3006.TW Analyst Coverage
Buzzberg tracks 3006.TW (Elite Semiconductor Microelectronics Technology Inc.) across 1 sources. 3 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (60%). 5 total trade ideas tracked. Past 7 days: 3 bullish, 2 watch. Latest voices: aleabitoreddit.