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My focus more on profit margin. Everyone know its sales volume will increase yoy but the margin is lower than q419. That my concern. Hope it will improve the cost efficiency in upcoming quarter
qr got improve but below expectation as this quarter suppose to have more highest net profit as sales volumes increase alot but high expense and tax make the profit margin not good.
Forward pe below 30 only osat still can play this year as biden realize chip shortage will affect production halt of manufacturing. For my view, this is the most cheap giant tech stock among others