National Silicon Industry Group's third-quarter revenue grew 40% year on year to CNY 1.32 billion. Gross margin was less bad at negative 2.9% as growth of 200 mm wafers accelerated to 30%. NSIG recorded a net profit for the first time in three years thanks to CNY 688 million in investment gains.
NSIG will win market share in China due to improving product quality and home market advantage.
Chipmakers have little incentive to go beyond qualification with NSIG if wafer supply is sufficient.
Metric | 688126 | 3436 | 6488 |
|---|---|---|---|
Price/Earnings (Normalized) | — | 120.58 | 31.89 |
Price/Book Value | 3.43 | 1.34 | 3.07 |
Price/Sales | 14.19 | 1.81 | 5.12 |
Price/Cash Flow | 394.07 | 6.88 | 21.61 |
Metric | 688126 | 3436 | 6488 |
|---|---|---|---|
Quick Ratio | 1.33 | 1.46 | 1.05 |
Current Ratio | 1.96 | 3.37 | 1.28 |
Interest Coverage | −6.69 | −5.96 | 6.04 |
Metric | 688126 | 3436 | 6488 |
|---|---|---|---|
Return on Assets (Normalized) | −2.67% | −1.89% | 3.02% |
Return on Equity (Normalized) | −5.63% | −3.75% | 7.05% |
Return on Invested Capital (Normalized) | −2.62% | −2.03% | 3.50% |
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