Added to YB: 2024-03-18
Pitch date: 2024-03-15
MELE.BR [bullish]
Melexis NV
-17.88%
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 2.3B
Pitch Price
EUR 70.26
Price Target
N/A
Dividend
6.41%
EV/EBITDA
13.87
P/E
20.77
EV/Sales
3.09
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.
Read full article (1 min)