저자: ChampionShare · 외국인
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브로드컴(AVGO) 2024년 2분기 실적이 EPS·매출 모두 예상을 상회했고 AI 매출이 30억 달러를 넘었다고 설명. 10:1 액면분할 및 주당 5.25달러 배당(7월 15일 기준) 발표. 과거 1년 74%, 5년 430% 상승으로 장기 우상향을 강조. 단기 수익률 부진, 소비자 사업·경쟁·성장 둔화 등 리스크도 언급. 고가 부담에도 AI·소프트웨어 성장 기대로 장기 투자 관점을 제시하며 분할매수(DCA) 방법을 권유.
다듬은 글
Hello everyone, welcome to Champion Share's channel! Today we have an update... There's some conflicting news after the announcement. The quarterly results are out now, everything is in. It was quite good and a pleasant surprise for investors. You should! I'll update the .com domain today and tell you everything.
Okay, before you watch the video, please like, share, and subscribe. Please follow and leave encouraging comments! Because it's a great source of encouragement. Thank you for supporting me in making more videos. Okay, let's start with the quarterly results from BR, after the announcement was made. They've surpassed all expectations in both EPS and Revenue; that's what you get with leading technology companies worldwide.
Okay, the financial results have been released. This is for Q2 2024, and the performance is... Wow, that's amazing! Total revenue increased by over 43.1 percent compared to the previous year. Compared to last year, the AI business was the star performer, generating revenue exceeding $3 billion in this quarter.
It's big because of AI processing and high-speed network products. That's the high level of expertise required to build and use AI systems. Besides that, the board also had a surprise. Investors, please note that this is an announcement of a stock split at a ratio of 10:1, which means... If everyone owns one share of a stock, after the split, we will have 10 shares.
This split... These shares have a specific purpose. In order to lower the price of BKO shares. Yes, it makes it easier for investors to get their money into their pockets. This is specifically for retail investors. It might attract new investors. Please invest more in the company, and it is a way...
There will be a reward for shareholders, effective July 15th. And BlotKor has also announced the payment schedule. Yes, they're paying a dividend of $5.25 per share. Anyone who wants to invest... Hold on before it breaks down and you'll receive dividends too! Okay, deposit before the 24th, x dividend, and the dividend will be paid on the 28th of this month.
That's all after the announcement. Let's look at the market share, which is currently at 12%, and I think it could go even further after the market opens. Now, let's take a look at the revenue figures and see how each sector is doing. Specifically, in the semiconductor solutions section, a graph might make it easier to understand.
It's considered... That shows significant growth. Even though the quarterly figures may show a decrease, the... This year, revenue from infrastructure grew by almost 6%. Quarterly, okay? And the annual growth has been significant. And it's grown by leaps and bounds! Okay, regarding the revenue from that side...
infrastructure So, you can rest assured. Now let's take a look at the basics of stocks. How are things going for you all so far? But at the beginning of the year, it generated a return of almost 34%, which is excellent. And now it has already hit an all-time high for BR. The free price is currently around 30, which is considered very expensive.
And ELD is now only around 1.4%, which isn't very good either. That's a lot for now, but they're still paying dividends. Here's the current market cap. I think this will definitely surpass 700 billion, based on the gross figures from earlier, before the market opens. The pre-market price is expected to reach 700 billion, according to the ratings from investors.
Let me analyze this for everyone to see. There are both H buy and H options from all three firms. The variation is very high, the gross rate is quite good, and the profit rate is... This is really good, the momentum is great, and the EPS division is within the F range. Let's look at the return: 1 year, 74%; 5 years, 430%; 10 years, 1,900.
Wow, that's a huge return! It could be 10x! Since entering the market, it's returned 8,921%. That's incredibly good for this stock, everyone. Look, there aren't any periods with significant shrunks, are there? After coming down, it went up again. And now, the price has reached an all-time high. We have to give a round of applause to BRC.
Let's recheck the earnings. I can tell you that there's nothing to worry about regarding BRC's earnings. It has consistently performed well. From 5.16, the EPS is now 10.96, which is a twofold increase. Winning this quarter has been a consistently good achievement. Yes, there was only one quarter where we missed the mark.
Yes, the revenue growth has gone from 5.5 billion to 12.49 billion now, which is good growth. And the year-on-year growth has been consistent... There are no deleted items visible, even though... There might be some single-digit numbers appearing, but mostly... On average, they're growing at double-digit rates, so you can rest assured.
Now, let's look at the market cap to see where BR is currently positioned. It's ranked 11th, second only to LY. Today, its market cap exceeded 700, so it should be able to overtake LY, but it might... I wonder if we have n't reached Yi yet? We'll have to see... Let's wait and see after the market closes.
We're pulling further ahead of Novo Nis again, after Novo had been chasing us closely and then suddenly dropped out. He's running away again, and I wonder what the future holds for him. This could definitely rise to the top 10, I believe that. Now, let's watch a short clip of BR. While I'm watching the video, I'll explain it to everyone.
Listen, what makes br chom so interesting, and why are you planning to invest? Regarding how to store and crush a throat, my friends should know this. What are some examples? Blot Core is a leader in the field of AI, specializing in AI chips, particularly ASICs (Associated Intelligent Computers) that they design.
For specialized use only, and with this equipment. That's the network for data centers, which is a rapidly growing business. That's fast! I expect the company's revenue from AI to increase significantly in the near future. How many more years from now might help compensate for it? It's a weakness that BRC excels in other areas.
It's not very good, but the revenue from AI will compensate for it. Secondly, Broadcom is a partner with Apple, and BRC has a good relationship with them. In the production of critical components for iPhones, the more iPhones sell, the more the motherboard industry benefits. That's more true because he's a big player and has a competitive advantage.
That's the third one, income from... Regarding software, the fact that the company recently acquired VMware means AVGO will generate revenue from software. That's the basic structure. It has a solid foundation and generates revenue and profit. The price has gone up, reducing reliance on sales revenue.
It's just that one thing that might be relevant. Fluctuating according to the cycle or economic conditions. That's it, the fourth one. BLC has very strong financial performance, with a positive impact... The financial operations are relatively impressive. I've been impressed with the past 10 years. Yes, both revenue and profit have grown significantly.
It's ongoing, and it also has a profit margin that... That's quite high cash flow or free revenue. This is quite stable, actually. Finally, a strong strategy is needed. AVGO is able to integrate diverse businesses. Multiple items can be combined to sell various products. It's possible to switch industries and merge businesses.
It was a success, which is something the competitors achieved. It's difficult, but it's also an opportunity for further growth. Now we know the strengths, so let's take a look. Let's consider some points for comparison. What do we need to be careful about right now? Firstly, BR's consumer goods business remains a concern, particularly in the broadband and data storage sectors.
This is data that may have an impact. Regarding price fluctuations, the second point is the competition within the SEM industry. The software industry is quite competitive. That's quite a high number, especially from existing players. So, anyway, and for new players who might... This happens in the market every day.
The third point is that some markets are becoming saturated. For example, a market. virtualization It's growing to its full potential, which... This might slow down future growth. It could go down or slow down in the future. The fourth point is that the share price of BR (Brexit) has risen very high already, and it might...
The returns in the short term aren't very high. When compared to other stocks, that is. Investing in the short term is taking a very big risk. That's how you could end up stuck with losses (or getting stuck at the top of a mountain/peak in the market). Okay, now we know the strengths and weaknesses, and we need to be careful about them.
Okay, let's review BRC's major product segments, everyone. So, what segments do they have in terms of Storage and System, as I explained earlier? Ah, their data storage and systems include wireless services such as wireless broadband (Wi-Fi connectivity, C broadband, iNet, etc.), optical products ( I may not have gone into detail here, but they have optical sensors, optical isolators, motion control), mainframe software, and enterprise software.
For large corporations and private companies, and regarding cybersecurity, and finally, VMware products. VMware is a company that deals with... With cloud-based software or databases that provide convenience... Various companies, including large private companies. Yes, I am using VMware. The blotting process resulted in VMware being installed in the port.
Yes, this will strengthen the company's cloud infrastructure even more. So, what solutions do we have? We have B- Band solutions, Data Center solutions, Enterprise Security, Enterprise Software, Enterprise Storage, various Industry solutions, Mainframe solutions, Vietnam and mobile communication, and VMware solutions.
It's similar to their product we just talked about, only it's presented as a solution. We've heard a lot of information already, so let's take a look at... Let's talk about the price. What's the best way to get into AVGO right now? For me, I'm looking at the price and then searching for ideas. It's very difficult to get in because of the trends...
In the long term, it's clearly an upward trend for AVGO. It's consistently rising, rising 1, 2, 3, 4, 5, 6, and it keeps rising. It looks like it's going to be a long descent, just... It's just a shortened version to continue moving forward. Yes, and today, with a potential gain of over 10%, it could easily reach another all-time high.
The price at this support level is quite attractive. That would only be a support level in theory. Okay, it probably wo n't work. Let me give you one suggestion: 1316. For those who want to enter, I'll give you an idea similar to what I'd suggest for stocks. Okay, so here's method number 1: wait. We don't know when it will be released.
Maybe we've waited too long and might miss the train, maybe. It's even more of a pity with method number 2. Just grit your teeth and go for it. Just make sure you get what you want. Okay, whether it goes up or down, it doesn't matter, we're ready. I'll add more funds to the account because I'm saving up for the long term.
Yes, I can already see the future of this stock. And the third method is to use DCA, or Dollar Cost Averaging, entering trades every tranche or every month with a specific amount. It's the same amount of money, that's the average. We will, in other words, our position will decrease. This is an opportunity to accumulate BRC shares.
In the long term, I think it will definitely outperform the day-to-day price. Absolutely. The price will definitely go up in the next 3 to 5 years. Yes, the expensive prices today are... That's correct, considering BRC's future prospects. In summary, everything is as follows: The mass I was talking about, even though the price is now...
This might be a bit high, but considering... Given the growth in AI and software, the focus of BR (Brand Name) is still considered reliable. And you can still trust AVGO, even though the short-term returns might be... It makes us a little worried, many people might. Go and collect it at the top of the mountain, and it might be...
(the mountain might...) Don't worry about Doi (the mountain) if we are... These are truly long-term investors; they own the stock. It's best to address everything that's been said beforehand. This is just an idea from me, everyone, please give it a try. Go ahead and do your homework, you don't have to believe me.
Okay, you can think about it and review it carefully. So, whether we like this stock or not, including... Are we seeing any trends in this stock? All the information I've told you is... Whether you believe it or not, I hope this video is credible. This would likely be useful for fellow investors. I wish everyone happiness and fun.
Let's explore the world of investing. What are your thoughts? Let's chat in the comments. Goodbye for today. M
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