마이크론 목표가 120달러--씨티그룹(2022.02.24)

2022.02.24

미국 씨티는 마이크론 목표가로 120달러를 제시.

2월24일 마이크론 주가는 88.83달러.

 

 

 

Micron reiterated buy at Citi, as DRAM pricing expected to be higher 2H22 (NASDAQ:MU) | Seeking Alpha

디램 가격은 2022년 하반기에는 더 상승할 것으로 예상.

 

Micron (NASDAQ:MU) received some positive commentary from Wall Street as Citigroup reiterated its buy rating on the semiconductor company, noting that dynamic random access memory pricing could be higher in the second half of the year.

 

씨티그룹은 디램 가격이 하반기에 더 오를것으로 예상하면서 마이크론에 대해서 매수를 유지하였다.

 

In a note to clients, analyst Christopher Danely reiterated the firm's buy rating and $120 price target on Micron, noting that DRAM pricing is likely to decline "in the mid-single digits" quarter-over-quarter in the first-quarter, but with the spot price 16% above the contract price, this bodes well for second-quarter pricing and beyond.

 

씨티는 보고서에서 마이크론 목표가를 120달러로 제시하면서 2022년1분기에 디램 가격은 한자리수 중반대 하락을 

예상하였고, 현물가격이 계약가격보다 16% 비싸기 때문에 2분기에는 상승할 것으로 예상하였다.

 

"Our channel checks indicate continued pricing improvements in DRAM and we expect DRAM ASP

to be down low-to-mid single digit QoQ in 1Q22 and flat to up QoQ in 2Q22," Danely wrote in the note.

"Also, we expect DRAM shortages in 2H22 given DRAM makers are constricting supply growth."

 

채널로 체크해본 결과 디램 가격은 1분기는 한자리수 초중반대 하락, 2분기는 보합이거나 상승할 것으로

예상한다고 씨티 애널 데인리는 예상했다.

하반기에는 디램 부족이 공급 증가를 억제할 것으로 예상했다.

 

 

Micron shares were down nearly 4% to $84.10 in premarket trading as stocks tumbled on Russia's attack on Ukraine.

Danely added that PC demand remains "solid," though some data center customers have held off on ordering DRAM due to "healthy levels" of inventory.

 

On Wednesday, Micron entered into a multi-year deal with Xperi (NASDAQ:XPER) to give Micron access to XPER's IP licensing business Adeia’s hybrid bonding IP to enhance next generation memory devices.

 

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2022.03.01

마이크론 컵손잡이 모양 형성중, 매수 포인트는 96.60달러 돌파시.

3월1일 현재가는 86.26달러.

하지만 주식 시장이 조정중이므로 투자자들은 조심할 것.

 

MU Stock Has Formed Cup-With-Handle Base | Investor's Business Daily (investors.com)

 

Micron Technology (MU) is the IBD Stock Of The Day as the memory-chip maker appears well positioned if the market turns positive soon. MU stock has formed a base, but has been bobbing around a key support level.

 

마이크론은 상승 모양은 만들었으나 주요 지지선 근처에서 힘들게 지지받고 있다.

DRAM Pricing Outlook Favorable For Micron

Last week, Citi analyst Christopher Danely reiterated his buy rating on MU stock with a price target of 120.

In a note to clients, Danely said pricing for dynamic random-access memory, or DRAM, is looking more favorable starting in the second quarter.

 

"Our channel checks indicate continued pricing improvements in DRAM," Danely said. "We expect DRAM average selling prices to be down low-to-mid single digits quarter over quarter in Q1 2022 and flat to up quarter over quarter in Q2."

1분기 디램 계약 가격은 전분기대비 한자리수 초중반 하락 예상하고,

2분기에는 1분기대비 보합이거나 상승할 것으로 예상한다고 씨티그룹의 애널리스트 데인리가 밝혔다.

 

He also expects DRAM shortages in the second half of the year, which should boost pricing.

Boise, Idaho-based Micron makes two main types of memory chips: DRAM and Nand.

DRAM chips act as the main memory in PCs, servers and other devices, working closely

with central processing units.

Nand flash provides longer-term data storage.

 

또 하반기에는 디램 공급이 부족할 것으로 예상했다.

 

MU stock ranks first out of 10 stocks in IBD's Computer-Data Storage industry group, according to IBD Stock Checkup. It has an IBD Composite Rating of 96 out of 99. IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.

 

IBD's Composite 순위는 90이상이면 가장 좋은 주식인데 마이크론 순위는 99중 96에 위치한다.