Romano99 schreef op 13 augustus 2021 09:55:
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We weten inmiddels dat je dol bent op het delen van slecht nieuws inzake asmi, maar mag ik je op zijn minst aanraden om enige volledigheid te betrachten – zoals je hier ook vaak anderen de maat neemt als je wijzen op positieve meningen van analisten. Gistern waren er op Wall Street namelijk ook andere geluiden te horen inzake Mircon:
This view is not a consensus on Wall Street, though. Rosenblatt Securities wrote on Thursday that concerns over the DRAM market were “overblown.” Analyst Hans Mosesmann expects the DRAM cycle “will be extended and large,” and wrote that he was still a buyer on Micron shares. He added that Micron’s recent move to implement a dividend is a sign of confidence, as this “is not an exercise done willy-nilly.”
Separately, MKM Partners wrote that the sell-off resulting from Morgan Stanley’s downgrade “will most likely mark a near-term low in the stock.” Dan Forman, the firm’s technology sector specialist, wrote that Micron appears nearly oversold, and that he views the stock as “opportunistic with when pessimism levels are high,” a condition he sees as met by the downgrade.
More than 80% of the firms that cover Micron recommend buying it, while none have the equivalent of a sell rating, according to data compiled by Bloomberg. The average analyst price target is nearly $115, which implies upside of 65% from its current level.
Het feit dat de koers van asmi heel dicht tegen het alltime high aanzit bewijst dat beleggers vooralsnog niet de directe link zien tussen Micron en asmi die jij wel graag wil zien.