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主题:类似康宁这样的企业,美国还有多少? -- 一无所之

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家园 Probably

Their core business is not going anywhere, but Sumsung Corning Precision is advancing a lot. Don't quite understand this industry as this should be a heavy capital investment business where you do the capital expenditure just to keep the business running. It's inexpensive from the earning perspective. However, if capital expenditure is considered, the bargain is not that screaming. Bottomline, it's a nice and solid company with bargain but the bargain is not as good as the first glance. YMMV, I gave you a wrong suggestion 3 years ago on Yunnan Copper.

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