2022.05.10
Market Crash: Monster Growth Stocks to Buy Right Away | The Motley Fool
These high-growth companies could give investors big gains in the long run.
이러한 고성장 기업은 장기적으로 투자자에게 큰 이익을 줄 수 있습니다.
The Federal Reserve sent the stock market packing last week with its hawkish stance and a 50-basis-point interest rate hike that triggered a massive sell-off on May 5.
연준은 지난주 5월5일 대량 매도를 유발한 매파적 입장과 50베이시스 포인트 금리 인상으로 주식 시장을 꽉 채웠습니다.
The Dow Jones Industrial Average fell 3.12% on that day, dropping 1,063 points in a single session.
이날 다우존스30 산업평균지수는 3.12% 하락해 하루에 1,063포인트 하락했다.
Tech stocks were in for more pain as the Nasdaq Composite was down 4.99%.
That wasn't surprising as richly valued tech stocks tend to take a beating when interest rates rise.
Throw in the surging inflation and a contracting economy, and it is easy to see
why tech investors panicked and hit the sell button.
기술주는 나스닥 종합지수가 4.99% 하락하면서 더 큰 고통을 겪었습니다.
이자율이 상승할 때 고평가된 기술주가 타격을 받는 경향이 있기 때문에 이는 놀라운 일이 아닙니다.
치솟는 인플레이션과 위축되는 경제를 보면 기술 투자자들이 패닉에 빠져 매도 버튼을 누른 이유를
쉽게 알 수 있습니다.
But the tech stock sell-off has opened a great opportunity for savvy investors to buy some fast-growing companies with terrific long-term potential at relatively attractive valuations. Let's look at three of them.
그러나 기술주 매도는 현명한 투자자들이 비교적 매력적인 밸류에이션에서 엄청난 장기적 잠재력을 지닌
빠르게 성장하는 일부 회사를 매수할 수 있는 좋은 기회를 열어주었습니다. 세 가지를 살펴보겠습니다.
Apple and Micron Technology are solid bets on the 5G smartphone market
The growing adoption of 5G smartphones has turned out to be a big tailwind for the likes of Apple (AAPL 1.61%) and Micron Technology (MU 1.44%) in various ways.
While Apple has benefited from higher shipments and an increase in the average selling price of the iPhone, the growing need for more computing power and storage in 5G devices has given Micron a big shot in the arm.
5G 스마트폰의 증가하는 채택은 다양한 방식으로 Apple(AAPL 1.61%) 및 Micron Technology(MU 1.44%)와 같은 회사에 큰 순풍으로 판명되었습니다.
Apple은 더 많은 출하량과 iPhone의 평균 판매 가격 인상으로 이익을 얻은 반면,
마이크론은 5G 기기에서 더 많은 컴퓨팅 성능과 저장 공간에 대한 요구가 증가함에 따라 큰 기회를 얻었습니다.
Apple delivered record revenue for its fiscal 2022 second quarter, which ended on March 26.
Revenue was up 9% year over year to $97.3 billion, while adjusted earnings jumped by a similar margin
to $1.52 per share.
The iPhone played an important role in Apple's growth last quarter, generating $50.6 billion in revenue.
This figure was better than the market's expectation of $48.4 billion in iPhone revenue.
Apple은 3월 26일에 마감된 2022 회계연도 2분기에 기록적인 매출을 달성했습니다.
매출은 전년 동기 대비 9% 증가한 973억 달러, 조정 이익은 주당 1.52달러로 비슷한 폭으로 뛰었습니다.
iPhone은 지난 분기 Apple의 성장에 중요한 역할을 하며 506억 달러의 매출을 올렸습니다.
이 수치는 시장 예상치인 484억 달러의 iPhone 매출보다 좋은 수치입니다.
It is worth noting that Apple's iPhone revenue increased at a time when the overall smartphone market slumped. Global smartphone sales were down 11% in the first quarter of the calendar year, and Apple was the only major original-equipment manufacturer to have increased its shipments year over year, according to market research firm Canalys.
Apple controlled 18% of the global smartphone market at the end of the first quarter of 2022 as compared to 15% at the end of the prior-year period. More importantly, Apple looks set to continue its domination of the 5G smartphone market and significantly increase its shipments over the long run, especially considering its moves to boost the customer base with products such as the lower-priced iPhone SE.
And at 25 times trailing earnings, Apple looks like a smart tech stock to buy given that it is trading at a discount to last year's average earnings multiple of 32.
As for Micron, the memory specialist has been enjoying a nice period of revenue and earnings growth amid favorable memory-market conditions.
The chipmaker's mobile business unit (MBU) is its second-largest source of revenue, generating $3.78 billion in the first six months of fiscal 2022, which ended on March 3. The MBU has produced nearly a quarter of Micron's revenue this fiscal year, with the segment increasing 15% over the prior-year period.
이 칩 제조업체의 모바일 사업부(MBU)는 3월 3일에 종료되는 2022 회계연도의 첫 6개월 동안 37억 8000만 달러를
창출한 두 번째로 큰 수익원입니다. MBU는 이번 회계연도에 마이크론 수익의 거의 4분의 1을 창출했으며,
이 부문은 전년 대비 15% 증가했습니다.
Micron's MBU is built for long-term growth as 5G smartphones are using more DRAM and NAND flash memory chips. According to management, the ongoing transition to 5G is driving 50% higher DRAM content and a doubling of NAND content.
Micron의 MBU는 5G 스마트폰이 더 많은 DRAM 및 NAND 플래시 메모리 칩을 사용함에 따라 장기적인 성장을 위해
구축되었습니다. 경영진에 따르면 진행 중인 5G로의 전환은 DRAM 장착량이 50% 늘고 NAND 장착량은
두 배로 증가합니다.
With 5G smartphone subscriptions expected to jump from an estimated 664 million units in 2021 to almost 4.4 billion in 2027, Micron could enjoy healthy volume growth in DRAM and NAND sales.
5G 스마트폰 가입자는 2021년 6억 6400만대에서 2027년 거의 44억 대까지 증가할 것으로 예상됨에 따라
마이크론은 DRAM 및 NAND 판매에서 건전한 볼륨 성장을 누릴 수 있습니다.
Throw in the company's moves to increase its memory-market share, and it is easy to see why analysts expect its earnings to grow at 30% a year for the next five years.
Buying this semiconductor stock at this valuation looks like a no-brainer considering that it is trading at just 8.8 times earnings despite its terrific growth and solid potential.
메모리 시장 점유율을 높이기 위한 회사의 움직임을 보면 분석가들이 향후 5년 동안 수익이 매년 30%씩
성장할 것으로 예상하는 이유를 쉽게 알 수 있습니다.
엄청난 성장과 견고한 잠재력에도 불구하고 이익의 8.8배에 거래되고 있는 것을 고려하면
이 반도체 주식을 이 밸류에이션에 매수하는 것은 쉬운 일입니다.
Best Semiconductor Stocks & ETFs in 2022 | The Motley Fool
Get a list of the most promising stocks in the semiconductors market & why we believe in them. We will consider the impact of 5G & where the industry is headed.
www.fool.com
Video games and data centers could send this stock soaring
The video gaming and data center markets have been booming in recent years, and Nvidia (NVDA 3.81%) has been winning big from the same.
KEY DATA POINTS
Nvidia's graphics cards power data centers and personal computers, with the company holding a solid position in both markets. In gaming GPUs (graphics processing units), Nvidia has a market share of 81% as per Jon Peddie Research.
It enjoys a similar share of the market for data center chips. The dominant position in these markets is great news for Nvidia as the demand for data center GPUs could exceed $20 billion by 2027, growing at a compound annual rate of 42%.
Similarly, the revenue from the PC graphics card market could hit $54 billion by 2025. Now, Nvidia has already been delivering terrific growth thanks to these two markets. Gaming and data center markets produced nearly 86% of the company's total revenue in fiscal 2022, which ended on Jan. 30. Powered by these markets, the chipmaker's total revenue shot up 61% last fiscal year to $26.9 billion, while adjusted earnings per share were up 78% to $4.44.
With Nvidia set to boost its presence in data centers and positioned for a massive opportunity in the automotive space, it is no surprise to see that analysts expect it to clock annual earnings growth in excess of 30% over the next five years.
Lastly, the valuation makes Nvidia an enticing growth stock to buy right now. It is trading at 48 times trailing earnings as compared to 90 times last year, and it could grow at a faster-than-expected pace thanks to its impressive share in a couple of huge markets and the emerging opportunities it is sitting on.
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