3006.TW Elite Semiconductor Microelectronics Technology Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
04:28
31 авг
31 авг
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.
Сред.
17:17
30 авг
30 авг
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.
Сред.
15:24
30 авг
30 авг
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.
Выс.
20:57
29 авг
29 авг
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.
Сред.
01:42
27 авг
27 авг
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.
Выс.
Об аналитическом покрытии 3006.TW
Buzzberg отслеживает 3006.TW (Elite Semiconductor Microelectronics Technology Inc.) в 1 источниках. Бычьих сигналов: 3, медвежьих: 0, от 1 аналитиков. Сентимент преимущественно бычий (60%). Всего отслеживается 5 торговых идей. За последние 7 дней: бычьих: 3, наблюдение: 2. Последние спикеры: aleabitoreddit.