chaicka
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Some of the core issues of $GLOBALFOUNDRIES Inc.(GFS)$profitability in the past are largely due to its strong focus on manufacturing in US while starving its Asia plants from large orders. With new indications of refocus into Asia such as its $4 billion investment to its largest plant in Singapore (shorturl.at/ikBWX, tentatively operational in early 2023), its outlook seems promising. Every foundry that has plant in Taiwan and Singapore are profitable. Siltronics just announced investment into expansion in Singapore too.At right price, GFS is definitely a growth stockto invest for mid-term.
Countries with high vaccination rates and already started booster shots will likelihood continue with existing list of vaccines and will be low volume procurement just to satisfy those low % of people holding back from mRNA ones. Countries with low vaccination rates may explore alternative vaccine(s) if price is significantly cheaper. Overall, not expecting to sell in high volumes unlike mRNA ones where additional procurement to cater for booster shots already locked in or in the mist of it.
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Corrections have not even really begin for most super overvalued stocks… Perhaps time will tell if it turns out a part of history where those younger investors who have never experienced the 2008/9, 2011/2, 2018 downturns will take a lesson or two.
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Yet on the flip side, there are decades old drugs which are getting ridiculously expensive. E.g. Panadol is now so expensive when it is not a new drug at all. Maybe the policy needs some kind of tweaking such as ‘applicable to drugs which have been release for >5 years, including any minor revisions to the same drug’.
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Hmmm… Let’s see how many millennials will learn a hard lesson out of it…
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A few lesser known/reported expansions are still ongoing and likelihood to complete around December. Once those capacity expansions complete, there will be more room for growth. Right now moving side-ways is largely due to capacity limitation (already max out).
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Nice. Good timing for consolidation.
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Dividend Yield <1% is attractive? Any decent SGX stock has dividend yield >2%.
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Finally someone who is willing to share some truth on potential possibilities. Great writting with ease of comprehension even for novice.
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Thanks for a decent analysis where real investors will appreciate. [Smile]
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