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Mejores acciones de calidad del sector Semiconductors

De las 60 acciones listadas aquí, 2 alcanzan la nota de calidad máxima. La valoración mediana del grupo se sitúa en 44,9 veces su flujo de caja libre. Entre las que tienen la nota máxima, la más barata es Actions Technology (688049.SS), a 35,3 veces su flujo de caja libre.

Las acciones del sector Semiconductors mejor puntuadas por nuestro análisis fundamental, ordenadas de mayor a menor calidad, con su valoración (P/FCF). Haz clic en una acción para su análisis completo.

#AcciónNota de calidadP/FCF
1Actions Technology Co., Ltd. (688049.SS)10/1035.3x
2Beijing XIAOCHENG Technology Stock Co., Ltd (300139.SZ)10/1064.9x
3Rambus Inc (RMBS)9/1038.1x
4NVIDIA Corp (NVDA)9/1045.3x
5Monolithic Power Systems Inc (MPWR)9/10168.4x
6Montage Technology Co., Ltd. (MONTAGE80.BK)9/101.1x
7Sitronix Technology Corporation (8016.TW)9/1015.9x
8V5 Technologies Co., Ltd. (7822.TW)9/1044.0x
9Montage Technology Co., Ltd. (6809.HK)9/10169.4x
10HY Electronic (Cayman) Limited (6573.TW)9/103.5x
11GEM Services, Inc. (6525.TW)9/1020.7x
12Rockchip Electronics Co., Ltd. (603893.SS)9/10102.5x
13Alchip Technologies, Limited (3661.TW)9/1028.6x
14Silicon Optronics, Inc. (3530.TW)9/1010.9x
15Realtek Semiconductor Corp. (2379.TW)9/1021.9x
16Taiwan Semiconductor Manufacturing Company Limited (2330.TW)9/1062.8x
17Taiwan Semiconductor Manufacturing Co Ltd (TSM)8/1067.6x
18SK Hynix Inc (SKHY)8/1012.8x
19Silicon Craft Technology Public Company Limited (SICT.BK)8/107.5x
20Marvell Technology Inc (MRVL)8/10192.8x
21Elmos Semiconductor SE (ELG.DE)8/1023.2x
22Cirrus Logic Inc (CRUS)8/1011.3x
23Advanced Micro Devices Inc (AMD)8/10115.0x
24Phoenitron Holdings Limited (8066.HK)8/1039.5x
25Maxone Semiconductor (Suzhou) Co., Ltd. (688809.SS)8/10n.d.
26Puya Semiconductor (Shanghai) Co., Ltd. (688766.SS)8/10n.d.
27Telink Semiconductor(Shanghai)Co.,Ltd. (688591.SS)8/1051.8x
28MEMSensing Microsystems (Suzhou, China) Co., Ltd. (688286.SS)8/1046.6x
29Jadard Technology Inc. (688252.SS)8/1030.9x
30Giantec Semiconductor Corporation (688123.SS)8/1068.6x
31Montage Technology Co., Ltd. (688008.SS)8/10128.3x
32AP Memory Technology Corporation (6531.TW)8/1057.3x
33Airoha Technology Corp. (6526.TW)8/1044.4x
34RichWave Technology Corporation (4968.TW)8/1020.4x
35Densan Co., Ltd. (3640.T)8/104.0x
36Hubei Dinglong CO.,Ltd. (300054.SZ)8/10149.7x
37Kioxia Holdings Corporation (285A.T)8/1085.9x
38Epiworld International Co., Ltd. (2726.HK)8/1080.0x
39SK hynix Inc. (000660.KS)8/1047.2x
40Tower Semiconductor Ltd (TSEM)7/1015.8x
41Skywater Technology Inc (SKYT)7/10n.d.
42Qorvo Inc (QRVO)7/1016.1x
43Qualcomm Inc (QCOM)7/1018.4x
44SemiLEDs Corp (LEDS)7/108.4x
45GigaDevice Semiconductor Inc. (GIGA80.BK)7/102.5x
46Credo Technology Group Holding Ltd (CRDO)7/10136.5x
47Broadcom Inc (AVGO)7/1083.6x
48Analog Devices Inc (ADI)7/1044.5x
49Beijing Onmicro Electronics Co., Ltd. (688790.SS)7/1067.4x
50Bestechnic (Shanghai) Co., Ltd. (688608.SS)7/1089.3x
51BIWIN Storage Technology Co., Ltd. (688525.SS)7/10n.d.
52Yuanjie Semiconductor Technology Co., Ltd. (688498.SS)7/10n.d.
53Lontium Semiconductor Corporation (688486.SS)7/10302.2x
54Shanghai Fudan Microelectronics Group Company Limited (688385.SS)7/1083.8x
55Shanghai Bright Power Semiconductor Co., Ltd. (688368.SS)7/10133.1x
56Guangdong Cellwise Microelectronics Co., Ltd. (688325.SS)7/10n.d.
57ASR Microelectronics Co., Ltd. (688220.SS)7/10n.d.
58China Chippacking Technology Co.,Ltd. (688216.SS)7/10n.d.
59Smartsens Technology (Shanghai) Co., Ltd. (688213.SS)7/10n.d.
60Shenzhen Injoinic Technology Co.,Ltd. (688209.SS)7/10n.d.

Nuestra nota de calidad juzga la solidez del negocio con 10 criterios financieros objetivos (rentabilidad, crecimiento del flujo de caja libre, recompras, deuda, rendimiento del capital). El P/FCF (precio respecto al flujo de caja libre) indica si la acción está cara o barata. Método completo: nuestra metodología.

Para situar estos múltiplos frente a las medias del sector, los datos sectoriales públicos de referencia son los de Aswath Damodaran (NYU Stern).

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