Kioxia should actually be worth more than SanDisk, since they share manufacturing but Kioxia gets >50% of the products.
So, short SanDisk—long Kioxia is the name of the game.
The only question is how long it will take the market to close the gap.
SanDisk 220 billion – Kioxia 180 billion.
That presents an interesting opportunity. 😉
So, short SanDisk—long Kioxia is the name of the game.
The only question is how long it will take the market to close the gap.
SanDisk 220 billion – Kioxia 180 billion.
That presents an interesting opportunity. 😉
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@TotallyLost That's also pretty obvious from the rating.
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2Sem.
@TotallyLost That’s a bit of an oversimplification, don’t you think? If it were that simple—if only production volume mattered for market capitalization—then even Miss Milkmaid would have an easy time on the stock market. In this particular case, however, there are different sales regions, different revenue drivers, different target audiences, and thus—in particular—different margins, profits, cash flows, etc. And consequently, in particular, different levels of value creation. And that is ultimately what counts on the stock market.
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•@Olli68 There might be something to that... SanDisk has a slightly higher share of enterprise SSDs, which have higher margins...
Thanks for the input... I hadn't thought of that.
Since the rest is relatively identical.
Thanks for the input... I hadn't thought of that.
Since the rest is relatively identical.
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•2Sem.
@TotallyLost Exactly. Plus, they have the better-known brand name and an established distribution network. 👍
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@TotallyLost If only there were someone who had the guts to actually make a trade like that....
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@TotallyLost Yes, American companies are simply always valued higher, even if the numbers don't really justify it.
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