저자: DenisStelmak · 외국인
요약 보기
브로드컴의 VMware 인수(약 610억 달러 현금+주식) 관련 호재를 강조하며, 인수 거래가 대비 약 30% 상승 여지와 매출·순이익 개선, 연 15% 성장률을 근거로 AVGO 상승을 전망함. 2024년 6월 행사가 옵션 매수 전략과 이후 1~2년 목표가(686달러, 약 800달러)를 제시함. 다만 여러 고점 저항을 언급하며 단기 매수 시점에는 신중함을 보임.
다듬은 글
hello everyone my name is Dennis and today we're going to talk about uh literally free money broker acquiring when you are and it is quite the old information uh but anyway uh transaction details 61 billion in a cash and Stocker for each when we're share uh 142.5 dollars in cash or 0.2520 shares of broadcom common on stock and if we will multiply this number to actually have a share price uh we will get uh 160 or 1.2 bucks and it is a 30 upside and now we will just things that we already bought when you are when you are right now 123.8 and it is awesome that we have this upside and as a bonus I think we cannot talk a little bit about the upgrade 33.2 billion dollars in net revenue uh 4.99 billion dollars in Investments and research and development over 17 000 patents in a fiscal year 20 22.
here you can see some acquisition lists or something like this part of the revenue coming from an infrastructure software and it is awesome and now they will add when where and this share will be even bigger data center service provider Enterprise mobile device connectivity and you definitely have some stuff from broadcom in here awares Vector estimation renewable energy automative Electronics like Optical sensors I really like the performance and this 38 gigger is absolutely awesome here you can see some posts on Twitter about Wayne war and I think they will merge successfully and by the way it is the CEO of broadcom plus you can hatch your position I think this uh put for a June 21st 2024 is absolutely okay with 500 bucks it is the something like 30 bucks and you will lose money only in a really rare situation here you can see as a model and it is a absolutely awesome that now their net income it is a red line or going to the moon and you can see this awesome 42 profit margin in first quarter of 2023 I think it is absolutely awesome uh that is why uh I wouldn't use this um average price to sales on uh like seven year scale I can make it a little bit bigger I think with this number 7.5 like right now it is absolutely okay and uh we can just put it here and you can see this green line and now we have a fair value uh for broadcom plus I think that they still look and uh grow significantly and this 15 percent growth rate it is quite good for the stock and we will see something kind of like this in the future uh like 686 bucks in one year and close to 800 bucks in two years so I think it is absolutely possible but definitely I would like some hatch right now because we can see uh multiple uh tops in this location uh plus it will quite hard to pastor this 650 bucks line their previous top what do you think about this when you are broadcast acquisition situation please write down yourself in the comment section below and don't forget to push as the like button and if you want to find more Market ideas check telegram Channel Market ideas
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