Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.
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Heavy gov’t spending on infrastructure drives top-line growth, costs cuts to drive sustainably higher margins, and strong ROE and ROIC might be overlooked by the market.
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Intensified price competition leads to loss of market share, end markets for displays face maturity, expect low growth, and focus on premium products to turnaround margin.
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Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.
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Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.
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Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.
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Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.
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Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.
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Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
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Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.
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