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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

  • jaretwilson jaretwilson Dec 1, 2012 6:18 PM Flag

    LCD drivers Q4

    From digitimes, the LCD driver business is holding steady. Novatek (21% of Chipmos's revenue) is expected to have flat revenue quarter over quarter, as is Himax (another large customer). Ilitek, a somewhat smaller customer but still top 10 or 15, will be down 5-10%. Orise will be up 30%, but if they are a customer of Chipmos at all they are a small one, as they had only about $20M revenue in October.

    Sentiment: Strong Buy

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    • 6. If depreciation was the same in 2012 as 2011, gross margins would be down despite higher revenue, indicating margin pressure. I have never seen anyone on this board perform this analysis - do the math, it is a fact
      7. A single analyst follows the stock - and his firm received almost $1 million in investment banking fees.
      8. Just 3 legitimate, sizable US institutions own over 500,000 shares of ChipMOS - an extraordinarily low number considering the float, market cap, and duration of time for which ChipMOS has been publicly listed.
      9. A buyback is extremely accretive. To not have one currently borders on criminal negligence by the Board of Directors, if not incompetence.
      10 SJ and SK really enjoy the back room.

      The above are all facts (well, maybe not 10). They are not my opinion. They can not be challenged.

      Sentiment: Strong Sell

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