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2021-09-29
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Why Micron can still 'shine' despite its downbeat earnings forecast<blockquote>尽管盈利预测悲观，美光为何仍能“大放异彩”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":865908054,"tweetId":"865908054","gmtCreate":1632927786385,"gmtModify":1632927786743,"author":{"id":3566353609041424,"idStr":"3566353609041424","authorId":3566353609041424,"authorIdStr":"3566353609041424","name":"carceng","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":21,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like please</p></body></html>","htmlText":"<html><head></head><body><p>Like please</p></body></html>","text":"Like please","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/865908054","repostId":2171598784,"repostType":4,"repost":{"id":"2171598784","kind":"highlight","pubTimestamp":1632927744,"share":"https://www.laohunote.com/m/news/2171598784?lang=zh_CN&edition=full","pubTime":"2021-09-29 23:02","market":"us","language":"en","title":"Why Micron can still 'shine' despite its downbeat earnings forecast<blockquote>尽管盈利预测悲观，美光为何仍能“大放异彩”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2171598784","media":"MarketWatch","summary":"Micron delivered a disappointing outlook for the November quarter, but analysts see promising dynami","content":"<p>Micron delivered a disappointing outlook for the November quarter, but analysts see promising dynamics ahead in 2022</p><p><blockquote>美光对 11 月份季度的前景令人失望，但分析师认为 2022 年前景光明</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77bc5dbe86032066351a61865d4ddad8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Micron expects \"record revenue with solid profitability\" in the current fiscal year, though it's contending with PC-market challenges for the November quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美光预计本财年“创纪录的收入和稳健的盈利能力”，尽管它在 11 月份季度面临着个人电脑市场的挑战。</span></p></blockquote></p><p> Even after delivering a November forecast that was considerably lower than analysts were expecting, Micron Technology Inc. is \"setting up as a name to own into 2022,\" in the view of one analyst.</p><p><blockquote>一位分析师认为，即使 11 月份的预测远低于分析师的预期，美光科技公司仍在“成为 2022 年的知名品牌”。</blockquote></p><p> Shares of Micron are off about 1% in Wednesday morning trading following the downbeat outlook, but several analysts came out of Micron's latest earnings report with optimistic takes on what lies ahead once the memory-chip company gets past short-term issues in the personal-computer market. Micron Chief Executive Sanjay Mehrotra flagged that some PC makers were adjusting their memory and storage purchases given shortages of other components, but the company still expects \"record revenue with solid profitability\" in the current fiscal year that just began.</p><p><blockquote>由于前景悲观，美光的股价在周三早盘交易中下跌了约 1%，但几位分析师在美光最新的收益报告中对这家存储芯片公司克服个人电脑短期问题后的未来持乐观态度。美光首席执行官 Sanjay Mehrotra 表示，由于其他组件短缺，一些个人电脑制造商正在调整内存和存储采购，但该公司仍预计在刚刚开始的本财年“创纪录的收入和稳健的盈利能力”。</blockquote></p><p> \"Big picture, all 3 DRAM makers are willing to build inventory and contemplate slowing [capital expenditures], which gives us confidence that this correction will be short-lived and that [supply/demand] will be in balance or tight throughout all of CY22,\" wrote Evercore ISI's C.J. Muse, the analyst who liked Micron's prospects heading into 2022.</p><p><blockquote>“从大局来看，所有 3 家 DRAM 制造商都愿意增加库存并考虑放缓[资本支出]，这让我们相信这种调整将是短暂的，并且[供应/需求]将在整个 2022 财年保持平衡或紧张，”Evercore ISI 的 C.J. 写道。Muse 是一位看好美光 2022 年前景的分析师。</blockquote></p><p> Muse argued that investors will come to favor \"names where excess inventory is more easily understood\" and where companies have allowed for a \"reset\" of consensus estimates. \"In this environment, look for Micron to shine,\" he wrote, while maintaining an outperform rating and $100 price target on Micron's stock.</p><p><blockquote>缪斯认为，投资者将青睐“库存过剩更容易理解的名称”以及公司允许“重置”共识估计的名称。“在这种环境下，期待美光大放异彩，”他写道，同时维持美光股票跑赢大盘评级和 100 美元目标价。</blockquote></p><p> Raymond James analyst Chris Caso took a similar view. \"Our take is that if the slowdown remains constrained to PC--and if PC doesn't get worse--we think the DRAM industry can maintain a healthy supply/demand balance,\" he wrote. \"Given the pullback in the stock, we think that creates a favorable risk/reward,\" with Micron shares trading at 7.5 times his new earnings-per-share estimates for fiscal 2022.</p><p><blockquote>雷蒙德·詹姆斯分析师克里斯·卡索也持类似观点。“我们的观点是，如果经济放缓仍然局限于 PC，并且如果 PC 没有变得更糟，我们认为 DRAM 行业可以保持健康的供需平衡，”他写道。“鉴于该股的回调，我们认为这创造了有利的风险/回报”，美光股价的交易价格是他 2022 财年新每股收益预期的 7.5 倍。</blockquote></p><p> Caso has a strong buy rating and $100 target price on the shares.</p><p><blockquote>Caso 对该股给予强烈买入评级，目标价为 100 美元。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann wrote that there continues to be \"unusually strong demand\" for PCs, such that the PC market will \"likely see unseasonal trends in 1H22\" due to a high number of unfulfilled orders.</p><p><blockquote>Rosenblatt Securities 分析师 Hans Mosesmann 写道，个人电脑的需求仍然“异常强劲”，因此由于大量未履行订单，个人电脑市场“可能会在 2022 年上半年出现反季节趋势”。</blockquote></p><p> \"The bear case of PC DRAM prices leading to an overall end of cycle collapse either did not play out or Micron did not get the memo,\" he wrote, while reiterating a buy rating and Street-high $165 price target on the shares. \"Margins would be collapsing and inventories bloating; they are not.\"</p><p><blockquote>他写道：“导致整个周期结束崩溃的 PC DRAM 价格熊市要么没有发生，要么美光没有收到备忘录。”同时重申了该股的买入评级和华尔街高价 165 美元的目标价。“利润率将会崩溃，库存将会膨胀；事实并非如此。”</blockquote></p><p> Cowen & Co. analyst Karl Ackerman called the company's guidance reset \"the right medicine required for many on the sidelines,\" though he noted that \"there are a couple unknowns entering the first half that may not yet fully dispel the bear case.\" He kept an outperform rating on the shares and lowered his price target to $80 from $90.</p><p><blockquote>Cowen & Co. 分析师卡尔·阿克曼 (Karl Ackerman) 称该公司的指引重置是“许多观望者所需的正确药物”，但他指出，“上半年有一些未知因素可能尚未完全消除熊市的情况。”他维持该股跑赢大盘评级，并将目标价从 90 美元下调至 80 美元。</blockquote></p><p> \"We could see how some investors might construe the inventory build as a measure to support the company's pricing strategy,\" Ackerman wrote. \"Even if this were the case, one could argue MU certainly could hold on to inventory a bit longer given new server platforms in F22 should soak up any excess DRAM bits in stock.\"</p><p><blockquote>阿克曼写道：“我们可以看到一些投资者如何将库存增加解读为支持公司定价策略的一项措施。”“即使是这种情况，也可以说 MU 肯定可以保留库存更长时间，因为 F22 中的新服务器平台应该会吸收库存中任何多余的 DRAM 位。”</blockquote></p><p> Micron shares have lost 12% over the past three months, the same time in which the S&P 500 has risen 2%.</p><p><blockquote>美光股价在过去三个月中下跌了 12%，而标普500则上涨了 2%。</blockquote></p><p></p>","source":"lsy1603348471595","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>Why Micron can still 'shine' despite its downbeat earnings forecast<blockquote>尽管盈利预测悲观，美光为何仍能“大放异彩”</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; 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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\">\nWhy Micron can still 'shine' despite its downbeat earnings forecast<blockquote>尽管盈利预测悲观，美光为何仍能“大放异彩”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-29 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Micron delivered a disappointing outlook for the November quarter, but analysts see promising dynamics ahead in 2022</p><p><blockquote>美光对 11 月份季度的前景令人失望，但分析师认为 2022 年前景光明</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77bc5dbe86032066351a61865d4ddad8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Micron expects \"record revenue with solid profitability\" in the current fiscal year, though it's contending with PC-market challenges for the November quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>美光预计本财年“创纪录的收入和稳健的盈利能力”，尽管它在 11 月份季度面临着个人电脑市场的挑战。</span></p></blockquote></p><p> Even after delivering a November forecast that was considerably lower than analysts were expecting, Micron Technology Inc. is \"setting up as a name to own into 2022,\" in the view of one analyst.</p><p><blockquote>一位分析师认为，即使 11 月份的预测远低于分析师的预期，美光科技公司仍在“成为 2022 年的知名品牌”。</blockquote></p><p> Shares of Micron are off about 1% in Wednesday morning trading following the downbeat outlook, but several analysts came out of Micron's latest earnings report with optimistic takes on what lies ahead once the memory-chip company gets past short-term issues in the personal-computer market. Micron Chief Executive Sanjay Mehrotra flagged that some PC makers were adjusting their memory and storage purchases given shortages of other components, but the company still expects \"record revenue with solid profitability\" in the current fiscal year that just began.</p><p><blockquote>由于前景悲观，美光的股价在周三早盘交易中下跌了约 1%，但几位分析师在美光最新的收益报告中对这家存储芯片公司克服个人电脑短期问题后的未来持乐观态度。美光首席执行官 Sanjay Mehrotra 表示，由于其他组件短缺，一些个人电脑制造商正在调整内存和存储采购，但该公司仍预计在刚刚开始的本财年“创纪录的收入和稳健的盈利能力”。</blockquote></p><p> \"Big picture, all 3 DRAM makers are willing to build inventory and contemplate slowing [capital expenditures], which gives us confidence that this correction will be short-lived and that [supply/demand] will be in balance or tight throughout all of CY22,\" wrote Evercore ISI's C.J. Muse, the analyst who liked Micron's prospects heading into 2022.</p><p><blockquote>“从大局来看，所有 3 家 DRAM 制造商都愿意增加库存并考虑放缓[资本支出]，这让我们相信这种调整将是短暂的，并且[供应/需求]将在整个 2022 财年保持平衡或紧张，”Evercore ISI 的 C.J. 写道。Muse 是一位看好美光 2022 年前景的分析师。</blockquote></p><p> Muse argued that investors will come to favor \"names where excess inventory is more easily understood\" and where companies have allowed for a \"reset\" of consensus estimates. \"In this environment, look for Micron to shine,\" he wrote, while maintaining an outperform rating and $100 price target on Micron's stock.</p><p><blockquote>缪斯认为，投资者将青睐“库存过剩更容易理解的名称”以及公司允许“重置”共识估计的名称。“在这种环境下，期待美光大放异彩，”他写道，同时维持美光股票跑赢大盘评级和 100 美元目标价。</blockquote></p><p> Raymond James analyst Chris Caso took a similar view. \"Our take is that if the slowdown remains constrained to PC--and if PC doesn't get worse--we think the DRAM industry can maintain a healthy supply/demand balance,\" he wrote. \"Given the pullback in the stock, we think that creates a favorable risk/reward,\" with Micron shares trading at 7.5 times his new earnings-per-share estimates for fiscal 2022.</p><p><blockquote>雷蒙德·詹姆斯分析师克里斯·卡索也持类似观点。“我们的观点是，如果经济放缓仍然局限于 PC，并且如果 PC 没有变得更糟，我们认为 DRAM 行业可以保持健康的供需平衡，”他写道。“鉴于该股的回调，我们认为这创造了有利的风险/回报”，美光股价的交易价格是他 2022 财年新每股收益预期的 7.5 倍。</blockquote></p><p> Caso has a strong buy rating and $100 target price on the shares.</p><p><blockquote>Caso 对该股给予强烈买入评级，目标价为 100 美元。</blockquote></p><p> Rosenblatt Securities analyst Hans Mosesmann wrote that there continues to be \"unusually strong demand\" for PCs, such that the PC market will \"likely see unseasonal trends in 1H22\" due to a high number of unfulfilled orders.</p><p><blockquote>Rosenblatt Securities 分析师 Hans Mosesmann 写道，个人电脑的需求仍然“异常强劲”，因此由于大量未履行订单，个人电脑市场“可能会在 2022 年上半年出现反季节趋势”。</blockquote></p><p> \"The bear case of PC DRAM prices leading to an overall end of cycle collapse either did not play out or Micron did not get the memo,\" he wrote, while reiterating a buy rating and Street-high $165 price target on the shares. \"Margins would be collapsing and inventories bloating; they are not.\"</p><p><blockquote>他写道：“导致整个周期结束崩溃的 PC DRAM 价格熊市要么没有发生，要么美光没有收到备忘录。”同时重申了该股的买入评级和华尔街高价 165 美元的目标价。“利润率将会崩溃，库存将会膨胀；事实并非如此。”</blockquote></p><p> Cowen & Co. analyst Karl Ackerman called the company's guidance reset \"the right medicine required for many on the sidelines,\" though he noted that \"there are a couple unknowns entering the first half that may not yet fully dispel the bear case.\" He kept an outperform rating on the shares and lowered his price target to $80 from $90.</p><p><blockquote>Cowen & Co. 分析师卡尔·阿克曼 (Karl Ackerman) 称该公司的指引重置是“许多观望者所需的正确药物”，但他指出，“上半年有一些未知因素可能尚未完全消除熊市的情况。”他维持该股跑赢大盘评级，并将目标价从 90 美元下调至 80 美元。</blockquote></p><p> \"We could see how some investors might construe the inventory build as a measure to support the company's pricing strategy,\" Ackerman wrote. \"Even if this were the case, one could argue MU certainly could hold on to inventory a bit longer given new server platforms in F22 should soak up any excess DRAM bits in stock.\"</p><p><blockquote>阿克曼写道：“我们可以看到一些投资者如何将库存增加解读为支持公司定价策略的一项措施。”“即使是这种情况，也可以说 MU 肯定可以保留库存更长时间，因为 F22 中的新服务器平台应该会吸收库存中任何多余的 DRAM 位。”</blockquote></p><p> Micron shares have lost 12% over the past three months, the same time in which the S&P 500 has risen 2%.</p><p><blockquote>美光股价在过去三个月中下跌了 12%，而标普500则上涨了 2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-micron-can-still-shine-despite-its-downbeat-earnings-forecast-11632926940?mod=mw_latestnews\">MarketWatch</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":{"MU":"美光科技"},"source_url":"https://www.marketwatch.com/story/why-micron-can-still-shine-despite-its-downbeat-earnings-forecast-11632926940?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171598784","content_text":"Micron delivered a disappointing outlook for the November quarter, but analysts see promising dynamics ahead in 2022\nMicron expects \"record revenue with solid profitability\" in the current fiscal year, though it's contending with PC-market challenges for the November quarter.\nEven after delivering a November forecast that was considerably lower than analysts were expecting, Micron Technology Inc. is \"setting up as a name to own into 2022,\" in the view of one analyst.\nShares of Micron are off about 1% in Wednesday morning trading following the downbeat outlook, but several analysts came out of Micron's latest earnings report with optimistic takes on what lies ahead once the memory-chip company gets past short-term issues in the personal-computer market. Micron Chief Executive Sanjay Mehrotra flagged that some PC makers were adjusting their memory and storage purchases given shortages of other components, but the company still expects \"record revenue with solid profitability\" in the current fiscal year that just began.\n\"Big picture, all 3 DRAM makers are willing to build inventory and contemplate slowing [capital expenditures], which gives us confidence that this correction will be short-lived and that [supply/demand] will be in balance or tight throughout all of CY22,\" wrote Evercore ISI's C.J. Muse, the analyst who liked Micron's prospects heading into 2022.\nMuse argued that investors will come to favor \"names where excess inventory is more easily understood\" and where companies have allowed for a \"reset\" of consensus estimates. \"In this environment, look for Micron to shine,\" he wrote, while maintaining an outperform rating and $100 price target on Micron's stock.\nRaymond James analyst Chris Caso took a similar view. \"Our take is that if the slowdown remains constrained to PC--and if PC doesn't get worse--we think the DRAM industry can maintain a healthy supply/demand balance,\" he wrote. \"Given the pullback in the stock, we think that creates a favorable risk/reward,\" with Micron shares trading at 7.5 times his new earnings-per-share estimates for fiscal 2022.\nCaso has a strong buy rating and $100 target price on the shares.\nRosenblatt Securities analyst Hans Mosesmann wrote that there continues to be \"unusually strong demand\" for PCs, such that the PC market will \"likely see unseasonal trends in 1H22\" due to a high number of unfulfilled orders.\n\"The bear case of PC DRAM prices leading to an overall end of cycle collapse either did not play out or Micron did not get the memo,\" he wrote, while reiterating a buy rating and Street-high $165 price target on the shares. \"Margins would be collapsing and inventories bloating; they are not.\"\nCowen & Co. analyst Karl Ackerman called the company's guidance reset \"the right medicine required for many on the sidelines,\" though he noted that \"there are a couple unknowns entering the first half that may not yet fully dispel the bear case.\" He kept an outperform rating on the shares and lowered his price target to $80 from $90.\n\"We could see how some investors might construe the inventory build as a measure to support the company's pricing strategy,\" Ackerman wrote. \"Even if this were the case, one could argue MU certainly could hold on to inventory a bit longer given new server platforms in F22 should soak up any excess DRAM bits in stock.\"\nMicron shares have lost 12% over the past three months, the same time in which the S&P 500 has risen 2%.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":767,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/865908054"}
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