吹股神
05-14
$STMicroelectronics NV(STM)$  Sit back and relax 
Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
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Comments

  • DAVIDWU
    16:27
    DAVIDWU
    盈利质量需关注:尽管营收和营业利润超预期,但扣除重组及并购费用后,净利润仅为3700万美元,同比仍下降 33.93% 1。每股收益(0.13美元)也低于分析师预期(0.189美元),显示盈利复苏的基础尚不稳固1。
    资本开支压力巨大:Q1用于购买固定资产的资本开支达 5.49亿美元 ,叠加收购恩智浦业务支出 8.95亿美元 ,导致自由现金流大幅为负。在行业景气的上升期,能否有效将投入转化为可持续的盈利增长是关键1。
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