2024 年公司营收同比+13.4%至24.70 亿美元,净利润同比+22.4%至2.01 亿美元。全年分红率约70%,较往年有显著提升。各品类毛利率均有提升,费用率控制良好。员工增加、产能提升,垂直一体化持续推进,公司预计利润增速将继续快于收入增速。预计25-27 年归母净利润分别为2.34 亿美元、2.74 亿美元、3.17 亿美元。当前市值对应25PE8X,26PE7X,维持强烈推荐评级。...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.