コフ【COHU】の掲示板

コンセンサス上の好決算だが、Q2のガイダンスのマージン低下で売れらただけ。マージン低下の要因は低利益のハンドラーの売り上増加によるもの。
冷静になって分析すると、心配することない。
今の株価だとPER13倍　昨日のピンタレストと同じような狼狽売りが原因と分析

Cohu (NASDAQ:COHU) shares are down 18% after yesterday's Q1 beats were offset by Q2 guidance that raised margin concerns.
For Q1, revenue was up 62% on the year to $225.5M and EPS was $0.89, topping consensus by $0.10. Gross margin was 45.6%.
The Q2 outlook includes revenue of $234-250M and gross margin of 42-43%,
D.A. Davidson analyst Thomas Diffely says the gross margin decline forecast for Q2 implies that earnings will miss Street estimates. The analyst attributes the softness to the high volume of low-margin Handlers for the automotive segment.