Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
Tik tok tik tok tik tok...boom...... UWC FY26 was excellent .. revenue +54% and net profit +132%. But that's exactly why I'd be careful. When everyone already knows UWC is benefiting from AI and semiconductor demand, the question becomes: how much future growth is already priced in? 😂 Good company doesn't automatically mean good entry price.emiconductor-related sales jumped 95% in FY26, while life science/medical revenue fell 39%. That's impressive growth, but it also means UWC is becoming increasingly dependent on the semiconductor cycle. When the cycle is good, everyone looks like a genius. When customers cut capex, suddenly everyone remembers cyclicality. No pun intended.
Semiconductor-related sales jumped 95% in FY26, while life science/medical revenue fell 39%. That's impressive growth, but it also means UWC is becoming increasingly dependent on the semiconductor cycle. When the cycle is good, everyone looks like a genius. When customers cut capex, suddenly everyone remembers cyclicality. No pun intended.
yes now it maybe dangerous to enter, but I mean is for those who keep saying overvalue when its at its previous bottom but PE is still high. Dont you see the overvalue shouting was few months and even year before?
