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Hello this is S Today I will comprehensively review the fourth quarter performance of the sale of all shares of as by jimroges and the valuation issues of the company in the fourth quarter the revenue increased compared to the previous year and the profit per share G increased by an extraordinary Mardin the gross profit of this company reached around and Min its operations achieved this can be seen as a result of savings of technological umber in the field of semiconductor foundation with economies of scale especially the process contributed from sales and the process contributed which means more than of their total revenue comes from the process level lan since its listing in the year the revenue has grown at a compound annual rate of around circa per year despite such rapid growth the fact that the company continues to improve dihid consistently makes it very attractive for long term investors although the company has built factories in Japan Germany and various other locations for distributed production Globally its profitability remains high Because the company maintains a high level of design and manufacturing processes there are projections in the market that it will exceed 1000 in the year although some people point out that per company is already around this time is still considered a reasonable valuation for a high growth stock Now let's move on to the news about jimroges selling all shares of as he is a Master in Global macro trading so why is he taking a negative stance on the US market he argues that the various macro risks facing the United States such as fiscal deficit debt and volatility of interest rates inflation interact in a complex way however he has not yet taken a position Jim Rogers tends to prefer holding cash dollars and commodities in particular prak because he has witnessed many times that when Global financial markets falter the dollar evaporates there is also a perception that companies in Tec are in a condition of prat for performance which means their stock prices already reflect the perfect future growth scenario Therefore if growth does not meet expectations or valuation pressures increase for example due to a surge in government bond yields there is a warning that stock prices could fluctuate significantly on the other hand we cannot ignore the fact that the current consumer indicators are quite positive Bank of America credit and debit card spending increased compared to the previous year and year-end retail sales rose to while online sales this appears to be a result of strong purchasing power among the upper middle class coupled with factors such as stability in oil prices big American tires also performed well in the fourth quarter but on wall street neat convey that if the bond market is shaken by rising long-term interest rates then increased volatility in the stock market is inevitable in the end the leading stocks in the semiconductor sector such as most likely can forge growth through extraordinary technology and strong investment but still have to be wary of the macro risks that lurk the stock market as a whole in short the full sale of shares by jimm rogers can be a signal of serious concern for the us market while for tsus on the contrary it can be seen as an opportunity to further strengthen the company's profit ability bid tercasih companies face controversy regarding overvaluation and we must always remember that they can easily be shaken by external factors such as interest rates or macro uncertainty from an investment perspective it seems effective to diversify the portfolio maintaining a balance between high growth companies and defensive assets that's all the news today if you find it helpful please subscribe and like thank you
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