After my basic framework (after buying the house in September) with $AVGO (-2,25%) , $COST (-0,83%) , $APH (-1,31%) , $PH (-0,47%) , $CVX (-0,46%) , $EXENS (+0,59%) & $NOC (-1,09%) stands again,
Now go buy something in the almighty $HMWO (-0,88%)
Messaggi
18After my basic framework (after buying the house in September) with $AVGO (-2,25%) , $COST (-0,83%) , $APH (-1,31%) , $PH (-0,47%) , $CVX (-0,46%) , $EXENS (+0,59%) & $NOC (-1,09%) stands again,
Now go buy something in the almighty $HMWO (-0,88%)
$APH (-1,31%) hat Q1 2025 reported:
Sales: 4811M vs 4299M expected (+11.9%) 🚀
Net Income: 738M vs 670M expected (+10.1%) 🚀
Q2 2025 Guidance
Sales: 4950M vs 4613M expected (+7.3%) 🟢
Net Income: 763M vs 710M expected (+7.5%) 🟢
“Sales increased from prior year by 48%, driven by excellent organic growth in the IT datacom market as well as robust organic growth in the mobile devices, defense and communications networks markets, together with contributions from the Company’s acquisition program. In the first quarter, we once again realized strong profitability with Adjusted Operating Margin reaching a record 23.5%. We are extremely proud of the Company’s outstanding performance.”
I would like to make these purchases:
$SPOT (-1,96%) , $META (-1,85%) , $GOOGL (-1,36%) ,$APH (-1,31%) ,$CSPX (-1,1%) , $MC (-1,47%)
$MELI (-0,5%) but I would still wait for the US. Stock market or wait for the reaction of other countries
What do you want to get in any case?
Bought $APH (-1,31%) bought it because of the name. Reminds me somehow of my favorite food 😵
Quality Growth with an excellent track record not only in the share price but also in the dividend.
Profits are expected to grow by around 15% over the next few years, the P/E ratio is just 27 and margins are expected to continue to grow. Generally a boring cabling company, but one that is used everywhere. Diversified in sensor and communication technology and a fast-growing area for robust and critical cabling.
Highlights of the fourth quarter of 2024:
Highlights for the full year 2024:
Source