Insinera ndi ena awiri nthawi zambiri amakhoma ndalama zomwe zimafuna kuti ogwira ntchito apaulendo amayang'ana mtengo.
Zokhudza kukula kwa mgwirizano, chiwongola dzanja chambiri ndi chiwonetsero chambiri chaposachedwa kuchititsa magawo osiyanasiyana a makampani ndi kutembenuka mu masheya otsika mtengo.
Koma mmalo mokakamiza ndikukonzanso ukadaulo wake wonse, ogulitsa ayenera kutanthauzira mzimuwo ndikuwona njira yotsika mtengo mu gawo lokwera mtengo. Lero tiwona makampani atatu omwe nthawi zambiri amakhala ndi chuma cholonjeza, zomwe zimagulitsidwa ndi P / E zomwe zimapezeka ndi zotsika ndipo zitha kugulidwa ndi $ 20 pagawo lililonse.
1. infration
Insinera Corporation Optical Zinthu (Nasdaq: Inton) Lolani ogwiritsa ntchito oyenera kulumikizana kuti achulukitse ma bandwidth a ma Networks omwe ali pano osayika kanjeza. Izi zimatheka posiyanitsa zizindikilo zomwe zilipo pazowonjezera zowonjezera.
Zithunzi za Fiber Optic za m'badwo wa Fiber zimatumiza deta pothamanga kwa 100 mpaka 200 GB / SERS mpaka 600 GB / S kwa mtunda wautali. Opereka chithandizo ambiri pano amayesedwa ndi 800g.
Invinera, Ciena (Nyse: Cen) ndi Huawei ndi osewera atatu otsogolera pamsika wa 800G. Koma "mindandanda yakuda" ndi zikwangwani sizimalola kuti ogwiritsa ntchito azigulitsa a Huawei, omwe amasiya informa ndi Ciena ali ndi njira zabwino kwambiri posankha kunja kwa China.
Onyamula zambiri safuna kuyang'ana kampani ina, motero adzagawana mgwirizano wawo 800g pakati pa infinira ndi Ciena. Infinirra posachedwapa adadziwitsa lipoti losakanikirana la gawo lachinayi, lomwe silinakwaniritse ziyembekezo za akatswiri, koma kukula kwake kumatha kuthamanga chaka chachiwiri cha chaka, pomwe kampaniyo iyamba kutumiza malonda ake 800g ice6.
Mu 2020 chaka chachuma, infortinera ndalama zochulukitsidwa ndi 3% yokhala ndi zotayika zochepa. Koma mu 2021 chaka chamoyo, katswiri amafuna kuti ndalama zake zizikula ndi 5% ndikubwerera ku zopindulitsa. Kutengera ndi kuyerekezera kumeneku, kufalikira ndi malonda osakwanira 22 ndi ma rid pindani chaka chino, omwe ndi malingaliro owoneka bwino kwambiri pamagawo a Cyclic Exarsary.
2. Erimason.
Erimisson (Nasdaq: Eric) - Wopanga wachitatu wamkulu wa zida zam'manja padziko lapansi pambuyo pa Huawei ndi Nokia (NYSE: NOK). Makampani onse atatuwa akuthandiza ogwiritsa ntchito kuti awonjezere maukonde awo atsopano 5G, koma Erimasson mwina ndi wamphamvu kuposa omwe akupikisana nawo pazifukwa zingapo.
Buku la Huawei la zida za 5g likuyang'anizana ndi "mndandanda wakuda" ndi zipewa zomwe zimapangitsa kuwonongeka kwa bizinesi ya 800g. Pakadali pano, kupezapo kwa alcatel pamesi (ndi: Alctl) Nokia madola 16.6 biliyoni mu 2016 zinapangitsa kuti muyang'ane kwambiri. Zotsatira zake, kampaniyo inali kukwapula kumbuyo kwa Huawei ndi Erimisson pa Investment mu 5g ndipo akuvutikabe ndi zotsatirazi.
Nokia adatayanso mapangano akuluakulu a 5g ku China chifukwa cha nkhondo yogulitsa ndikuyimitsa ndalama zogwirira ntchito kuti asule ndalama zambiri pakugulitsa kwawo mu 5g. Wotsogolera wa Nokia Rajiv Suri vi adasiyanso chaka chatha.
Poyerekeza: Erimisson adasunga mapangano ku China, adapitilizabe kulipira ndipo sanasinthe wotsogolera wamkulu mkati mwa mavuto omwe sanachitike.
Chaka chino, kafukufuku amafuna kuti ndalama za Erimisson ziwonjezeke ndi 15% ndi 16%, monga kampaniyo imagulitsa zinthu zina ndi zabwino zomwe zimagwiritsidwa ntchito ndi zovuta za Nokia. Izi ndizachikulire mitengo yamatangadza, yomwe imagulitsidwa ndi ndalama nthawi zonse. Erimisson amalipiranso zipatso zabwino za 1.7%.
3. Chiwonetsero cha LG
Chiwonetsero cha LG (NYYSE: LPL) ndi imodzi mwazinthu zazikulu kwambiri padziko lonse lapansi komanso zowonjezera. Mndandanda wautali wa makasitomala aku South Korea amaphatikizapo apulo (Nasdaq: AAPL) ndi Huawei, ndipo wopikisana naye ndi Samsung (005930).
Kuwonetsera LG kulimbana ndi malonda aulesi a mafoni a mafoni a mafoni ndi ma kanema mu 2019. Komabe, ndalamazo zimachulukitsidwa ndi 3% mu 20% mu 2020, popeza zochitika zokhazikitsidwa kunyumba zidapangitsa kuti pakhale mitengo yatsopano ya PC, zida ndi ma televizion. Malamu a Apple adathamanganso, popeza chimphona chachikulu chimawonjezera kupanga kwa iphone 12 - banja lake loyamba la zida za 5g.
Chofunika koposa, LG idawonetsa phindu mu 2020, lomwe linali kotala loyamba la zigawo zisanu ndi ziwiri, ndikukhalabe gawo lachinayi. Kampaniyo inafotokoza kukula kumeneku kukhala mitengo yapamwamba ndi kupanga kwathunthu kwa zoweta zoweta pafakitale yake yatsopano ku Guangzhou, yomwe imachulukitsa zotsatira za kukula kwa sikelo.
Wall Street ikuyembekeza kuti ndalama za LG Reven idzakula ndi 14% ndipo zidzabweretsa phindu la chaka. Kutengera pazolosera izi, masheya amagulitsidwa ndi ndalama zosakwana 10.
Zopangidwa
Otsatsa ndalama sayenera kulingalira za magawo "otsika mtengo" pamaziko a mitengo yawo - pazomwe timafunikira mitengo ndi mitengo. Koma ngati mukufuna kugawana pamtengo wotsika mtengo kuti mugule maere ozungulira, osamvetseka, magawo atatu awa ayenera kukwaniritsa zofunikira zonse.
Werengani nkhani zoyambirira za: kuwononga ndalama.com