mark
@cherryPayment
keep learning about stock market | started with $100k | let’s make more money | More articles in
Joined October 2017
641 Following 20.1K Followers
他补充的很详细了
@cherryPayment $AMKR指引弱、capex还占营收三成多，FCF被压着，市场却给$ASX更高溢价。规模带来的稼动率和议价权，比单看PE更关键。先进封装别只比估值倍数，先看谁真吃得饱产能。
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