Abahlalutyi baluthobile uqikelelo lwemivuzo yabo yekota yokuqala ngomyinge omkhulu kunomndilili njengoko ukungabikho kwemali ebhankini kubangele uloyiko lokudodobala koqoqosho okuzayo.
Uqikelelo olunyukayo lwe-Q1 EPS - isixa soqikelelo oluphakathi kwinkampani nganye kwi-S & P 500 - yehla nge-6.3% ukuya kwi-$ 50.75. Abahlalutyi balwehlise uqikelelo lwemivuzo yabo yekota ngomyinge we-2.8% kule minyaka mihlanu idlulileyo kunye nomyinge we-3.8% kule minyaka ingama-20 idlulileyo. Phantse i-75% ye-S&P 500 yoqikelelo lwemivuzo yeenkampani kwikota yokuqala ibingalunganga.
Le nto ayisebenzi nje kwiinkampani ze-S&P 500. Abahlalutyi baphinde banciphisa ukulindela kwe-MSCI US kunye ne-MSCI ACWI ngexesha elifanayo. Ngokufanayo, abahlalutyi baphinde banqumle uqikelelo lwabo lwe-EPS kwiinkampani ze-S&P 500 nge-3.8% kuyo yonke i-2023, ngaphezulu kwe-5, 10, 15 kunye ne-20 yeminyaka.
Ukuvalwa ngesiquphe kweBhanki yeSiginitsha kunye neBhanki yaseSilicon Valley kubangele iinkxalabo ezixhaphakileyo zokungabi namali ekhoyo, kunye nokunyuka kwamaxabiso kunye nemingcipheko yokudodobala koqoqosho. Ukungathembeki ngokubanzi malunga nenkangeleko yemivuzo kunokunxulunyaniswa nokusebenza okubuthathaka okulindelekileyo kumacandelo eemathiriyeli, ukhathalelo lwempilo, ubuchwephesha bolwazi kunye nonxibelelwano.
Abahlalutyi banciphisa izibikezelo zabo kwi-79% yesitokhwe secandelo lezinto eziphathekayo, belindele ukuhla kwe-36% kwimivuzo yoshishino. Ingeniso yeshishini leSemiconductor kulindeleke ukuba yehle ngama-43% unyaka nonyaka. Nangona kunjalo, izitokhwe kuwo omabini amacandelo zijonge phezulu kwikota, kunye nezixhobo ezinyuke nge-2.1% kunye ne-PHLX semiconductors phezulu nge-27%, eqhutywa yinzondelelo yenkcitho ye-AI.
Enye impembelelo yenguqu kwi-EPS ye-forecast yinguqu kwi-S & P 500 ye-12-inyanga yexabiso eliya phambili kwixabiso lemali, eliye laphakama kwi-17.8 ukusuka kwi-16.7 kwikota yokuqala. Ukunyuka kwesalathiso kungqamene nokuhla kwengeniso-ngesabelo-mali esiqikelelwayo. Kwiminyaka eli-10 phambi kwe-COVID-19, umlinganiselo we-P/E wesalathiso ukwi-avareji ye-15.5.
Ixesha lokuposa: Apr-05-2023