MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
加入 January 2022
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Samsung & SK Hynix currently trading at just 2-3x P/E on 2027-28E EPS. P/B also near 1x - levels typically seen at cycle troughs.
Micron still trading at a premium.
#Memory# #Semiconductors# #Samsung# #SKHynix# #micronesian#
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