Added to YB: 2024-03-18
Pitch date: 2024-03-15
MELE.BR [bullish]
Melexis NV
-18.23%
current return
Author Info
@LionCubsFund is a small-cap equity investor hunting for 100-baggers. Follow on Twitter.
Company Info
Melexis NV designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle-East, Africa, the Asia Pacific, and North and Latin America.
Market Cap
EUR 2.5B
Pitch Price
EUR 70.26
Price Target
N/A
Dividend
5.99%
EV/EBITDA
8.83
P/E
12.30
EV/Sales
2.69
Sector
Semiconductors and Semiconductor Equipment
Category
value
Melexis NV: From Fallen Star to Potential Growth Catalyst
MELE.BR: Belgian auto semi firm w/ 48% 5yr growth but FCF/sh now negative. Low 15 PE despite 35% ROCE, 40% ROE due to compression. 4.8% div not reinvested. EV semi demand outlook positive. I hold 1.2%, PE diversifies portfolio w/ expansion potential.
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