Samsung Electro-Mechanics, or Semco, reported 30% year-over-year sales growth in the September quarter, driven by strong demand for multilayer ceramic capacitors and flip-chip ball grid array substrates. Its operating margin reached an eight-year high of 18.4%.
Semco will be one of the beneficiaries of the increasing high-end MLCC demand from the smartphone, automotive, and information infrastructure industries.
Competition with Taiwanese and Chinese suppliers may intensify as the technological gap narrows, and Semco may struggle with the price decline of MLCCs.
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Metric
|
009150
|
6762
|
2327
|
|---|---|---|---|
Price/Earnings (Normalized) | 91.87 | 18.75 | 33.98 |
Price/Book Value | 8.84 | 2.10 | 5.84 |
Price/Sales | 6.98 | 1.70 | 6.80 |
Price/Cash Flow | 34.87 | 9.50 | 24.48 |
|
Metric
|
009150
|
6762
|
2327
|
|---|---|---|---|
Quick Ratio | 1.14 | 1.05 | 0.91 |
Current Ratio | 1.69 | 1.47 | 1.17 |
Interest Coverage | 14.48 | 8.13 | 11.45 |
|
Metric
|
009150
|
6762
|
2327
|
|---|---|---|---|
Return on Assets (Normalized) | 8.15% | — | 7.53% |
Return on Equity (Normalized) | 12.67% | — | 18.54% |
Return on Invested Capital (Normalized) | 9.90% | — | 8.84% |
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