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KA
kapireyInvested
Community Contributor
Published
14 Dec 23
Updated
17 Sep 24
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kapirey's Fair Value
US$22.32
15.2% undervalued intrinsic discount
17 Sep
US$18.93
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1Y
-46.0%
7D
-4.8%

Author's Valuation

US$22.3

15.2% undervalued intrinsic discount

kapirey's Fair Value

La meva anterior narrativa es basava en:

  • Intel va perdre la possibilitat de dissenyar el xip de la futura PlayStation 6. L'empresa ha diversificat el seu negoci i la seva estratègia des de fa uns anys, però recentment va perdre aquesta oportunitat clau.
  • Intel se saltarà el node 20A per reduir despeses. En el seu lloc, el node 18A entrarà en producció el 2025. Aquesta decisió és part d'una sèrie de moviments estratègics per posicionar-se millor al mercat.
  • Intel està enfrontant un dels moments més difícils de la seva història. La companyia està preparant un pla per superar els seus desafiaments financers actuals

Noticia de diumenge 15 de setembre de 2024:

Biden anunciará el proper dimecres 18 de setembre que:

  • 8500 milions de $ en ajudes directe
  • 11000 milions de $ en prèstecs

Tot això sota l'ampara de la Llei de ciència i xips

Per això he comprat accions amb la previsió d'obtenir guanys recurrents durant la propera legislatura del president dels EUA.

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Disclaimer

The user kapirey has a position in NasdaqGS:INTC. Simply Wall St has no position in any of the companies mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.

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US$43.91
FV
56.9% undervalued intrinsic discount
4.96%
Revenue growth p.a.
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4 months ago author updated this narrative