Tag: high-capex
Amkor Technology Stock Analysis: AMKR Free Cash Flow, Valuation & Customer Concentration
Amkor Technology (AMKR) is rated Sell as valuation remains rich while free cash flow is still negative. Customer concentration and heavy capex leave less room for execution mistakes, even with revenue growth and advanced-packaging strength.
ASE Technology Stock Analysis: Buy or Sell? Valuation, FCF & Growth
ASE Technology Holding Co., Ltd. (ASX) is rated Sell as strong revenue growth has not yet translated into free cash flow. The stock screens expensive on a 20.7x forward P/E while levered free cash flow remains deeply negative, keeping the recovery thesis dependent on cash conversion.