MRVL: 看多的一些分析

【前言】我有不少MRVL。这个公司市值78billion。所以你我买不买对股价基本没有影响。YMYD。

 

【综述】

 

（这一段是copy来的）

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Why Could MRVL Be a Winner?

• Annual revenue growth of 20.9% over the last five years was superb and indicates its market share increased during this cycle
• Sales outlook for the upcoming 12 months calls for 20.1% growth, an acceleration from its two-year trend
• Operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient

At $93.74 per share, Marvell Technology trades at 30.6x forward P/E.

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另外有分析师指出，到2030年EPS大概翻4倍。如果这个PE hold住，那到2030年可以看到股价到300～400 之间。

 

 

（股价本身不便宜了。不过在这个动不动PE4位数的时代，算是良心价。）

 

最后，MRVL算是风口浪尖之上的行业，据说Softbank一直想买。不过如果我是CEO/董事会，除非出高价（比如120B之类），否则不会卖。

 

 

【一图胜千言】