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2021-06-03
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These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":111488542,"tweetId":"111488542","gmtCreate":1622692451086,"gmtModify":1631892465616,"author":{"id":3576586632242602,"idStr":"3576586632242602","authorId":3576586632242602,"authorIdStr":"3576586632242602","name":"Ahhuat84","avatar":"https://static.tigerbbs.com/886f46a8e1c92e663f9350e82f0c1d8f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like </p></body></html>","htmlText":"<html><head></head><body><p>Like </p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/111488542","repostId":1145575673,"repostType":4,"repost":{"id":"1145575673","kind":"news","pubTimestamp":1622688292,"share":"https://www.laohunote.com/m/news/1145575673?lang=zh_CN&edition=full","pubTime":"2021-06-03 10:44","market":"hk","language":"en","title":"These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145575673","media":"Nasdaq","summary":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has pr","content":"<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 5G Stocks Have Doubled and They Look Like Buys<blockquote>这些 5G 股票已经翻了一番，看起来值得买入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-06-03 10:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.<b>Keysight Technologies</b>(NYSE: KEYS)and<b>Qorvo</b>(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.</p><p><blockquote>5G无线网络的部署和5G设备在全球的推出为许多公司提供了坚实的推动力。<b>是德科技</b>（纽约证券交易所代码：KEYS）和<b>科尔沃</b>（纳斯达克：QRVO）是两个从这个市场上大赚一笔的公司。过去三年，它们的股价翻了一番，轻松超过了大盘股市的涨幅。</blockquote></p><p>The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.<img src=\"https://static.tigerbbs.com/cebfe0fefc0766873c407cab86e70f6c\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\">KEYSdata byYCharts</p><p><blockquote>好消息是，5G市场仍有更多增长，因此看到这两只股票在未来表现出类似令人印象深刻的表现也就不足为奇了。KEYSdata by YCharts</blockquote></p><p><b>1. Keysight Technologies</b></p><p><blockquote><b>1.是德科技</b></blockquote></p><p>Keysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.<img src=\"https://static.tigerbbs.com/155b306ddabb9ecc8316dd7fdde310bf\" tg-width=\"700\" tg-height=\"436\" referrerpolicy=\"no-referrer\">Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.</p><p><blockquote>是德科技是一家为电信公司提供网络测试设备的制造商。多年来，它的收入和盈利稳步增长。更好的是，它正在加快步伐，最近发布的季度报告就证明了这一点。截至 4 月 30 日的期间，是德科技的收入同比增长 36%，达到 12.2 亿美元的历史季度新高，而调整后净利润则从去年同期的每股 0.78 美元跃升至每股 1.44 美元。</blockquote></p><p>Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.</p><p><blockquote>是德科技的强劲增长是由去年与大流行相关的中断后业务活动的改善推动的。订单活动增长 22%，达到 13.3 亿美元。</blockquote></p><p>The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:</p><p><blockquote>该公司的通信解决方案集团占总收入的72%，由于5G部署硬件需求的增加，同比增长34%。首席执行官 Ron Nersesian 在最新的 Searnings 电话会议上强调了这一点：</blockquote></p><p>We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.</p><p><blockquote>我们……在航空航天、国防和政府市场取得了多个5G解决方案的胜利。在对 5G 和数据中心 400 gig、800 gig 以太网解决方案的持续投资的推动下，商业通信订单和收入均实现了两位数增长。 Nersesian 补充说，是德科技通过增加新账户扩大了其 5G 客户足迹，其中包括富士通、NEC 和联发科等主要参与者。更重要的是，该公司正在追逐 5G 市场中的开放无线接入网络 (O-RAN) 等新兴机遇。是德科技相信，其涵盖网络协议测试、安全性和可见性的广泛产品可以帮助其进入这个快速增长的市场，该市场预计将在 5G 部署中发挥关键作用。</blockquote></p><p>According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.</p><p><blockquote>根据第三方估计，从长远来看，全球5G测试设备市场预计每年将以高个位数百分比的速度增长。与此同时，据戴尔奥罗集团称，到 2025 年，O-RAN 市场可能会迎来价值 100 亿美元的投资。</blockquote></p><p>Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.</p><p><blockquote>是德科技对本季度的指引表明，其令人印象深刻的势头并没有消失。管理层预计收入同比增长 20%，达到 12.1 亿美元，非 GAAP 每股收益为 1.42 美元，而去年同期为 1.19 美元，增长 19%。</blockquote></p><p>The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.</p><p><blockquote>该股今天的市盈率为 35 倍，低于近 47 倍的五年平均市盈率。其预期市盈率为 21 倍，预计盈利将稳健增长，分析师预计是德科技从长远来看每年将实现强劲的两位数百分比盈利增长。所有这些都使是德科技成为目前最值得买入的 5G 股票。</blockquote></p><p><b>2. Qorvo</b></p><p><blockquote><b>2. 乌鸦</b></blockquote></p><p>Qorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.</p><p><blockquote>Qorvo看起来像是5G市场上最好的赌注之一，因为这家芯片制造商正在利用网络部署，并受益于将在5G网络上运行的设备销量的增长。</blockquote></p><p>The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, including<b>Apple</b>,its largest customer, accounting for 30% of total revenue in fiscal 2020.</p><p><blockquote>移动市场是Qorvo最大的收入来源，占上季度总收入的75%，同比增长45%。智能手机市场受益匪浅，因为它们是最容易获得的设备，帮助消费者体验5G网络提供的极快速度。Qorvo 向 5G 智能手机市场的许多领先参与者供应芯片，包括<b>苹果</b>，其最大客户，占2020财年总收入的30%。</blockquote></p><p>The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.</p><p><blockquote>好消息是，苹果将继续成为Qorvo的坚实催化剂，因为由于大量等待升级的iPhone用户，配备5G的iPhone有望产生巨大的销量。苹果预计将在 2021 年创下新的销售记录，预计明年也将继续这一势头。</blockquote></p><p>Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:</p><p><blockquote>此外，5G智能手机正在为Qorvo创造额外的收入机会，每部5至7美元。首席财务官马克·墨菲 (Mark Murphy) 在最新的电话会议上解释说，每部 5G 智能手机收入的增加和销量的改善将推动公司的移动业务迈向更高的阶段：</blockquote></p><p></p><p>In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.</p><p><blockquote>在移动领域，对5G的需求正在增加射频复杂性，并推动更高的内容。我们预测本季度移动收入中点约为 8.1 亿美元，同比增长 73%。此外，Qorvo 的利润率也受到了极大的打击。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0ccebd735ad6caa8ad2e4857428169ce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\">QRVO Gross Profit Margindata byYCharts</p><p><blockquote>QRVO 毛利率数据按 YCharts</blockquote></p><p>Given that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.</p><p><blockquote>鉴于5G智能手机年出货量预计将从2020年的2.13亿部增加到2025年的超过10亿部，Qorvo的营收和利润可能会继续以较高的速度增长。分析师预计，该公司未来五年的盈利年增长率将达到十几个百分点，而过去五年的年化盈利增长率仅为 6.3%。</blockquote></p><p>Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.</p><p><blockquote>最后，考虑到 Qorvo 的高速增长，其 28 的市盈率处于较低水平，而其 14 的远期市盈率预计将显着提高盈利能力。因此，对于寻求购买 Qorvo 股票的投资者来说还不算太晚，因为它是一家高增长公司，预计将在未来很长一段时间内继续从 5G 的推出中获得巨额利润。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02\">Nasdaq</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QRVO":"Qorvo, Inc.","KEYS":"Keysight Technologies Inc"},"source_url":"https://www.nasdaq.com/articles/these-5g-stocks-have-doubled-and-they-look-like-buys-2021-06-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145575673","content_text":"The deployment of 5G wireless networks and the rollout of 5G-enabled devices across the globe has provided a solid tailwind for many companies.Keysight Technologies(NYSE: KEYS)andQorvo(NASDAQ: QRVO)are two that have won big from this market. Their share prices have doubled in the past three years, handily outpacing the broader stock market's gains.The good news is that there's still a lot more growth to come in the5G market, so it won't be surprising to see these two stocks put up similarly impressive performances in the future.KEYSdata byYCharts1. Keysight TechnologiesKeysight Technologies is a manufacturer that provides network testing equipment to telecom companies. It has seen a steady increase in revenue and earnings over the years.Even better, it's stepping on the gas, as evidenced by its recently released quarterly report. For the period ended April 30, Keysight's revenue shot up by 36% year over year to an all-time quarterly high of $1.22 billion, while adjusted net income jumped to $1.44 per share from $0.78 per share in the prior-year period.Keysight's robust growth was driven by improved business activity after last year's pandemic-related disruptions. Order activity increased by 22% to $1.33 billion.The company's communications solutions group, which accounts for 72% of total revenue, registered 34% year-over-year growth thanks to an increase in demand for hardware for 5G deployments. CEO Ron Nersesian highlighted this on the latestearnings conference call:We ... have secured multiple 5G solutions wins in the aerospace, defense, and government markets. Commercial communications orders and revenue both grew double digits, driven by the ongoing investments in 5G and 400 gig, 800 gig Ethernet solutions for data centers.Nersesian added that Keysight has broadened its 5G customer footprint by adding new accounts, including major players such as Fujitsu, NEC, and MediaTek. More importantly, the company is going afteremerging opportunitiessuch as open radio access networks (O-RAN) in the 5G market. Keysight believes that its broad range of offerings covering network protocol testing, security, and visibility could help it tap into this fast-growing market that's expected to play a critical role in the deployment of 5G.According to a third-party estimate, the global 5G test equipment market is expected to grow at a high-single-digit percentage rate annually over the long run. Meanwhile, the O-RAN market could witness $10 billion worth of investments by 2025, according to the Dell'Oro Group.Keysight's guidance for the current quarter indicates that its impressive momentum isn't dissipating. Management anticipates 20% year-over-year revenue growth to $1.21 billion, along withnon-GAAPearnings of $1.42 per share as compared to the year-ago period's $1.19, a 19% increase.The stock trades today at 35 times earnings, a discount compared to its five-year average P/E of nearly 47. Its forward earnings multiple of 21 anticipates solid earnings growth and analysts expect Keysight to deliver robust double-digit percentage earnings growth annually over the long run. All of this makes Keysight a top 5G stock to buy right now.2. QorvoQorvo looks like one of the best bets on the 5G market as the chipmaker is taking advantage of network deployments and benefiting from rising sales of devices that will run on 5G networks.The mobile market is Qorvo's biggest source of revenue, accounting for 75% of its total last quarter and registering 45% year-over-year growth. The smartphone market is benefiting in a big way as they are the most accessible devices helping consumers experience the blazingly fast speeds that 5G networks offer. Qorvosupplies its chipsto many of the leading players in the 5G smartphone market, includingApple,its largest customer, accounting for 30% of total revenue in fiscal 2020.The good news is that Apple will continue to be a solid catalyst for Qorvo, as 5G-equipped iPhones are on track togenerate massive sales volumes, thanks to a huge number of iPhone users who have been waiting to upgrade. Apple is expected to set new sales records in 2021, and that momentum is forecast to continue next year as well.Moreover, 5G smartphones are creating additional revenue opportunities for Qorvo to the tune of $5 to $7 per unit. CFO Mark Murphy explained on thelatest conference callthat the combination of higher revenue per 5G smartphone and improved volumes would push the company's mobile business into a higher gear:In mobile, demand for 5G is adding RF complexity and driving higher content. We forecast mobile revenue in the current quarter to be approximately $810 million at the midpoint, or up 73% year over year.Additionally, Qorvo's margin profile has received a terrific shot in the arm.QRVO Gross Profit Margindata byYChartsGiven that annual 5G smartphone shipments are expected to increase from 2020's estimate of 213 million units to over 1 billion units by 2025, Qorvo's top and bottom lines could keep growing at elevated rates. Analysts expect the company's earnings to grow annually by percentages in the mid-teens over the next five years as compared to its annualized earnings growth of just 6.3% over the last five years.Finally, Qorvo's price-to-earnings ratio of 28 is on the lower side considering the high-flying growth it is delivering, while its forward P/E ratio of 14 anticipates significantly improved earnings power. As such, it isn't too late for investors looking to buy Qorvo stock, as it is a high-growth company that's slated to keep winning big from the 5G rollout for a long time to come.","news_type":1,"symbols_score_info":{"KEYS":0.9,"QRVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1447,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/111488542"}
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