| Ʒ Ư ũ(valuewalk.com) 2024 4 5 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ
ֵ 漼ߴ 2023 , о. 2 1 2000 8% ϸ鼭 ణ ȸ ѵ Ư .
̷ ְ, ̷ ܱⰣ ӵ ɼ . ֵ ̼ ϸ鼭, ڵ ٸ ã Ǿٴ ̴. ٸ ȯ ɼ Բ ڵ Ȯ Ǿٴ ̴.
̷ ָؾ 2 ְ ְ ִ.
1. Ʋ ġ
Ʋ ġ(Turtle Beach: NASDAQ--HEAR) , ũ, 콺, Ű Ÿ ӿ ϰ ִ. 4 5 Ʋ ġ ְ 16.79 50% ̻ , ִ. ֳθƮ ǥ 24 ְ ؿ 40% ߰ ִ.
2,300 ڸ ߴ Ʋ ġ 2023 4б 860 (ִ 47Ʈ) ߴ. ణ ϶, 17% 뿡 Ծ ߴ. Ʋ ġ ֿ ˸Ŵ ٽ ڿ ս ε δƮ(Performance Designed Products: PDP) μ δ.
PDP ̹ Ʈѷ ̱ PDP μ Ʋ ġ ο Ȯϰ ȴ. PDP μ Ʋ ġ 2004 1,000-2,000 óȿ, 3 7,000-3 8,000 , 5,100-5,400 EBITDA ϰ ִ.
պ ȸ ġ 2003 43% ̰, EBITDA ġ 2003 650 700% ̻ ̴. ߿ 2024 ̷ ġ μ PDP 9 ݿ ġ ̴.
Ʋ ġ ̹ PDP μ μ ϰ ִµ, Ƹ ̴. PER 24迡 Ұϱ Ʋ ġ ɼ ϴ.
<̹ : Ʋġ ְ / ڷ : >
2. ī̿ ũ
ī̿ ũ(SkyWater Technology: NASDAQ--SKYT) ٸ ȸ糪 ݵü ִ ݵü Ŀ帮. װ, , コɾ, ڵ, , Һ ü ݵüĨ ϴ (technology-as-a-service: Taas) ϰ ִ. ī̿Ͱ TSMC Ŀ帮 ϴ ƴϸ, ٴ ŸƮ ϰ ִ.
ī̿ʹ ΰ ŷ ִ ڿ οϴ DMEA(Defense Microelectronics Activity) Ұ, ū ϳ ̱ δ. 2023 4б ī̿ʹ ηκ 1 9,000 Ҵ. 2023 ī̿ʹ 35% 2 8,700 ְ ߴ. ս Ը 3,960 2023 3,100 (ִս 68Ʈ), EBITDA 3,720 ߴ.
ī̿ʹ (TaaS), ü ڻ ÷ܱ(Advanced Technology Services: ATS) 嵿 ִ. ATS ī̿ʹ (needs) ´ ݵü ַ ϰ ִ. ATS κ ο Ȯ ̷. 2023 ATS ī̿ ü 79% , 2024 ATS 10%-20% ϰ ִ.
ī̿ʹ ȸ ̵ϰ, ο ݵü Ʈ ϰ ִ ̳Ÿ Ȯϱ ݵü(CHIPS and Science Act) ڱ ûߴ. ī̿Ͱ-- ɼ --ڱ ް Ǹ, ߰ ִ.
<̹ : ī̿ ְ / ڷ : >
4 5 ī̿ ְ 10.25 16% ߴ. ֳθƮ ǥ 15 ְ ؿ 43% ִ. ƴ ݵü 븦 , ī̿ʹ ڵ鿡 â δ. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "Two Top Small-Cap Stocks to Buy Right Now," 2024 4 5, https://www.valuewalk.com/two-top-small-cap-stocks-to-buy-right-now/
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