CXMT's September-quarter revenue of CNY 119 billion and core operating margin of 85% rose 19% and 103 basis points sequentially. The company is reportedly building four new fabs by 2028, two more than previously planned.
Adoption of CXMT’s products by global consumer electronics brands will accelerate as companies diversify supply chains to weaken the pricing power of memory players in shortages.
Lack of access to EUV lithography effectively puts a hard limit on CXMT’s technological advancements, causing CXMT to fall increasingly further behind global memory leaders.
Metric | 688825 | 005930 | 000660 |
|---|---|---|---|
Price/Earnings (Normalized) | 17.72 | 8.40 | 4.93 |
Price/Book Value | 10.68 | 2.26 | 3.07 |
Price/Sales | 8.25 | 2.29 | 4.32 |
Price/Cash Flow | 8.86 | 4.53 | 5.41 |
Metric | 688825 | 005930 | 000660 |
|---|---|---|---|
Quick Ratio | 3.62 | 2.20 | 2.26 |
Current Ratio | 4.20 | 2.83 | 2.59 |
Interest Coverage | 80.37 | 242.73 | 269.54 |
Metric | 688825 | 005930 | 000660 |
|---|---|---|---|
Return on Assets (Normalized) | 49.60% | 24.86% | 48.07% |
Return on Equity (Normalized) | 185.63% | 33.47% | 66.92% |
Return on Invested Capital (Normalized) | 61.90% | 30.09% | 51.65% |
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United States