09/09/2024, 02:03 PM UTC
若利率下降，Enphase的全球扩张可能飙升If Interest Rates Drop, Enphase's Global Expansion Could Skyrocket
1. Enphase在FY25拥有强劲的增长率，是价值与增长的机会。利率下降对论点至关重要。2. 尽管前景看好，但基于FY25预期的89%的EPS增长，股票的市盈率应为30。3. 市场可能将股票的市盈率定为45至50，基于FY25预期的89%的EPS增长。4. 国际扩张强劲，亚太地区是关键焦点。5. 全球预期利率将下降，这将增加对太阳能电池板的的需求。6. 来自特斯拉的电池存储竞争是一个挑战，但不是核心业务。7. Enphase预计在FY25将实现89%的EPS和46%的收入增长。8. 与其自身的历史估值倍数相比，该股票被低估。1. Enphase is a value and growth opportunity with strong FY25 growth rates. Lower interest rates are crucial for the thesis to unfold as planned. 2. Despite a bullish outlook with speculative gains, a P/E ratio of 30 is fair for the stock in FY25. 3. The market could price the stock at a P/E ratio of 45 to 50 based on 89% EPS growth expected for FY25. 4. International expansion is strong, with Asia-Pacific as a key focus. 5. Interest rate cuts are expected globally, boosting demand for solar panels. 6. Battery storage competition from Tesla is a challenge but not the core business. 7. Enphase is expected to see a massive 89% EPS and 46% revenue growth in FY25. 8. The stock is undervalued compared to its own historical valuation multiples.
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