Mon, Jul 28, 2014, 5:53 PM EDT - U.S. Markets closed

Recent

% | $
Click the to save as a favorite.

ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • lookmil lookmil Jan 29, 2013 11:25 AM Flag

    posts

    the yahoo message boards now officially suck. But high praise for the new CEO is everywhere. go figure?

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Yes, am also sitting tight. This is a lot like December 2011.

      I don't expect a lot from Jan sales - probably decent given VAST improvement in DRAM. Feb customarily slow given fewer working days and Chinese New Year. We should be off to the races in March with a HUGE m/m improvement.

      We probably sit at $10.50-$11.50 for a while, but catalysts include:
      1. Taiwan listing
      2. Cowen coverage
      3. M/M improvement (that's probably a couple months away).

      Jaret and I have been spending a lot of time on the NTE board - at this point it's as cheap as IMOS, has better growth prospects, pays almost a 5% dividend, and has a real estate asset that is conceivably worth more than the entire market cap. It has no research coverage, but we both think it's coming in the next few months. It could be like IMOS' move last year from $5 to $15. We think at these levels it could go much higher, potentially very quickly.

      Sentiment: Strong Buy

 
IMOS
23.61-0.10(-0.42%)Jul 28 3:59 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.