저자: InigoMontoya · 외국인
요약 보기
브로드컴(AVGO)을 S&P500 30개 종목 시리즈의 일부로 소개. 연 40% 수준 수익률, 10년간 큰 성장, 배당 증가세를 강조하며 현재 주가($552)는 고평가로 보지만 '적절할 수 있다'는 중립에 가까운 평가. 애널리스트 목표가 대부분 소폭 상승 여력 언급, 장기 성장 기대는 낮게 제시. 자막 인식 오류가 많아 일부 수치는 부정확.
다듬은 글
Hello everyone, friends, you're on a channel about investing and more. If you're interested in this topic, subscribe to my channel. I talked about the stock market, passive income, in simple, accessible language. I invest with you. Well, friends, in this video series, we continue to get acquainted with American stocks.
We'll analyze the top thirty of the S&P 500 index. Today, we'll take a look at the company called Bratkam. We'll read a little about its history, learn how it was created, what it is, and we'll also dig into the stock itself. We'll look at the indicators, forecasts, and statistics on the chart, but we'll also think about whether it's worth buying Bratkam today.
Before we begin, I'll ask you, as usual, to give me a like for this video. Thank you very much. Let's go, Bratkam. The SNT index is closer to the end of the top thirty and weighs 0.6 percent. Its neighbors on the index are Cisco, Fincher, Ryzen, and Wells Fargo, also known as Broadcom Limited. This is an American semiconductor development company headquartered in San Jose.
California, USA. The company holds over 5,000 patents and is listed on the Nasdaq and McX stock exchanges. The former name was Avara Technologies and Broadcom Limited. The company was founded in 1961 by Hyuk and Temp. Key figures include Hyuk and Temp. The industry is the semiconductor industry. Net profit is over two point one billion dollars.
This is data for 2010. But now I'll give up. When we get more recent information, I think we'll get the number of employees at 14,000. There are also subsidiaries in Ireland, Canada, and the UK. The website is babkam dot com. Well, let's give a little history. The company was founded in the 1960s as a division of Hewlett-Packard.
Later, in 1999, it became a division of Jill On Technologies. In 2005, the company gained independence and became an independent legal entity under the name Water Technologies. In 1913, Water acquired the company Elsie Corporation. In 2014, Seagate Technologies acquired the Accelerated Solutions Division and Flash Components Division from Avago Technologies for $450 million, which were former assets of Elsie A.
A. Corporation. A little later, Ogo Gas sold the Accent Rocking business to Intel for $650 million. In general, friends, the history of sales and resale is complex. So, here we have something else interesting. In May 2015, Avago Technologies announced the acquisition of Broadcom Corporation. After the deal was completed in early 2016, the new merged company, which actually began to bear the name Bratkam Limited, became the seventh-largest semiconductor manufacturer with an annual turnover of about $15 billion.
CEO Hawk Tam became the head of the new enterprise, co-founder of Bratkam and the head of technologies, Gendry Alice herself, became the head of technology for the merged company. And in 2018, another transformation took place into Broadcom Incorporated, that is, the current name, headquartered in San Jose.
In July 2018, they bought Broadcom Technologies. In November 2019, they acquired the corporate security division of Symantec, a company that develops software products for protecting corporate data networks. The system also includes the Symantec brand itself. So, friends, what do they actually produce?
Let's try to understand. They produce a wide range of analog mixed-signal and optoelectronic modules for more than 40,000 clients. Brothers sells more than six and a half thousand types of products to OEM clients in the fields of wired and wireless communications, industrial and automotive electronics, and household electrical appliances.
After acquiring Asahi, Brothers began supplying RAID controllers. By the end of 2019, the company became the fifth-largest global manufacturer of microelectronic components by revenue, with a share of 3.7 percent. So, let's move directly to the shares. Technical analysis from Investing over a period of a month is actively buying, that is, the company's future, according to technical analysis, appears positive.
The moving average indicators are 12.0, technical 80 for the purchase, the stock ticker and VJ-0, and it is very expensive - $552 at the time of my recording, friends. These are being conducted on. It could have changed from the time I recorded to the time you looked, please. Consider this: the monthly profit on the stock is 5.3 percent; the stock has grown by more than 17 percent in six months, and the annual result is excellent: almost 40 percent.
This is probably 78 percent better than the American market as a whole, than the entire American index of the N.P. Well, it turns out the company is growing at a slight premium. Investing in it this year would be a very good decision. The overall chart for Brat Heel is excellent, friends. Look, over 10 years, the company has grown by 1,500, 28 percent, that is, an average annual growth rate, and over this decade, 152 percent per annum is simply incomprehensible.
It would have been simply wonderful back in 2012 to buy Brat shares at $37.61. It's hard to believe, but you see, friends, the stock market provides such opportunities, and it's quite possible that if you rewatch this video in 2031, then perhaps then the shares will already be worth several thousand dollars, or maybe even tens of thousands.
It turns out that current buying opportunities also seem very promising. Who knows, friends, the stock market tends to grow, just like the global economy. Brat is a semiconductor development company headquartered in San Jose, California, Singapore. A global supplier of products based on analog and digital semiconductor technologies covers four major segments: wired infrastructure, wireless communications, corporate data storage, and industrial applications.
The company was founded in 1961, but basically we just figured this out, so let's look at the forecasts. It's interesting. The consensus is to buy Jeffries on September 6th. The old forecast suggests growth, but it's quite modest—only 6.75 percent—with a target price of $590. Rosenblatt Security has had a target price of $600 and a yield of $856 since September 3rd, but also b.s.
The final forecast that we have here on Tinkoff also suggests buying with growth at 494 with a yana of 580 dollars, but analysts believe that in principle the company is already worth quite a lot and some double-digit breakthrough from it should not be expected in the near future. But it turns out that practically at the maximum, the company's value is 224 million real billion dollars and the trouble is 13 billion and for E40, it really is not cheap, perhaps the price is quite in line with the market, that is, buying counting on some incredible result super early in the coming months, perhaps there is no need for growth plays over five years, five percent revenue growth of 28 percent, return on equity of 24 percent, assets of 782 investments of 85, that's a little high, this may perhaps confuse someone 166 percent, but again, it is necessary to understand the structure of this debt, if you wish, friends, you can independently study the company's reports, we are within the framework of this overview video of a short acquaintance, of course, we will not do this.
There are dividends, the average yield over five years is 2 point eighty-four hundredths of a percent, this is It's quite good for an American stock, this is a very decent annual dividend yield of 2.63 percent, the beta of the company is 0.96, slightly less volatile than the overall market, but here is the information on revenue and profit.
The twentieth year was very strong and they earned even more than in previous years, although I remind you, friends, it was a viral year and, accordingly, the feed viral crisis with a very strong collapse of stock markets in terms of cash, everything is also quite dynamic. Well, as for dividends, dividends have already been paid three times this year, they pay 3 dollars 60 cents recently, but dividends and other similar products tend to increase, for example, in 2020 they were 325 per share, previously in 2019 they were 265 18 dollars 75 in 2017, dollar 0.2 dividends are constantly increasing, this is very good.
In 2021, the cutoffs passed in March, June and September, go to the yield at the moment, without taking into account another 4 dividend payments that will be in December, dividends, the dividend yield already exceeds 2.1 A tenth of a percent, even more, we are 23, but if it pays 360 one more time, it will probably even be three percent, this is very cool, friends, dividends are certainly a strong point of this security, well, what can I say in conclusion, as for the pros, a good company that, at least in its recent history over the last decade, has proven its high efficiency and you can earn a lot on this stock a day.
As for the cons, but one minus, of course, the price, friends, is very expensive, more than 500 bucks, which is more than 35 thousand rubles for just one single share. An investor with a fairly large portfolio of money can naturally afford such a company, otherwise the diversification rule will be grossly violated.
Well, the second point that can in principle be confusing is the rather weak forecasts and, although not much, nevertheless, this stock is overheated, it may be adequate to buy it at today's price, but again, with the understanding that you probably should not expect any super results and in this case you need to be mentally prepared either for some kind of sideways movement in the near future or for a very moderate return and moderate growth.
Thank you very much for your attention. Subscribe to my channel and I talk about the stock market and passive income in simple, accessible language. We'll invest together. All the best to you. Bye-bye.
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