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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

  • caffeine444444 caffeine444444 May 6, 2013 8:59 AM Flag

    April sales looking like a blow out.

    Novatek and Winbond both up about 10% M/M. They are IMOS number1 and number 3 largest customers. Micron their number 2 customer should be up atleast that amount too. Novatek has said that 2nd quarter should be up 20% Q/Q. I will go out on a libm and say IMOS guidance will be up 12-17% and GM 17-21%. Should be a very exciting CC inext week.

    Sentiment: Strong Buy

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    • How close did this come to your expectations?

      Revenue for the month of April 2013 was NT$1,574.1 million or US$53.3 million, a decrease of 2.4% from the month of March 2013 and a decrease of 0.5% from the same period in 2012. All U.S. figures in this release are based on the exchange rate of NT$29.52 to US$1.00 as of April 30, 2013.

    • Fellow Chipmos owners,

      Believe we just closed ($16.18) at 52-wk closing (not intra-day) high..

      Looking forward to April, 2103 update, strong cc guidance.

      Hope 120 million Imost shares progresses in a timely manner.
      Right now it's miniscule volume.

      Micron, new 52 wk high, adding to the positive factors!!

      Sentiment: Strong Buy

    • Hopefully that April sales report will be out tomorrow; last month IMOS reported it on the 10th...

    • Hi, Caff, April revenue may be just around March number or slightly higher, but Q2 should be very strong.
      According to chipbond , April revenue down 0.36%. According to PTI, DRAM volumn won't pick up until Q3(although imos do not rely on commodity DRAM anymore), although IC for TV and smart phone has been strong.
      of course if micron can release more DRAM business in April, that might help. I also like imost plans to increase gold bump capacity since chipbond's capacity already fully loaded.

      If April number is a blow out then Q2 will be really, really, really good. we like surprise on the upper side.

      Sentiment: Buy

    • I am having trouble getting IMOS shares at a reasonable price as it runs up in anticipation of earnings. I hope it saves some momentum for after earnings also rather than all in the run-up and then sell on the news.

      I certainly hope IMOS doesn't give me whiplash like HIMX has over the past 2 weeks. While it is up nicely over the past two weeks, there are been two days of ~10% declines followed by strong up days. Yesterday, it closed just 1.7% below its 52 week high close. The first analyst also raised their target price 38.5% over the current share price so there is more to come.

      • 2 Replies to haschultz1
      • has, I have to agree with turturo, as I set semi retired, having a few jobs to complete to be full retired, I am a swing trader as well as long on a few stocks. I have been in and out of HIMX and made much doing so. I have done the same on IMOS athough I hold a large long position. IMOS has a history of big swings but with company structure aligning as planned.the share price has plenty of room to run. Sure there may be some price movement in both directions but now as we are even closer to seeing value unlocked, it want go unnoticed for long. If you are more on the long side the whiplash could be seen more as ..well as someone toasted the bride and groom to say may all your ups and downs be between the sheets

        Sentiment: Strong Buy

      • Haschultz. HIMX traded between $1 and $2 for almost 2 years with very little volume. It was cheap then, and unloved, and unnoticed. Interest was raised with the possibility of Google Glass and the shares spiked up and now in the hands of day traders. Now with the existing business that has picked up (like Chipmos) the shares have upside from an analyst (even without google glass I am guessing) of 38% after it more than tripled. Nothing changed except business picked up a bit, and people all of a sudden are looking at it. If anything similar happens with Chipmos, analysts will be upgrading the stock from the $30’s into the $40’s.

        Right now, you can’t even compare the risk/reward of Himax to Chipmos. The risk with chipmos is that people will continue to not care and overlook the stock. But I don’t see how that can happen when it is listed in Taiwan as it will be too much of a major player in that market for it to be over looked. The risk with HIMX is that they don’t get Goolgle glass, and the day traders get tired and move on to the next flavour of the day. It doesn’t mean HIMX isn’t a good investment, it’s just that the day traders will leave at some point, and other investors would need to move in.

        Sentiment: Strong Buy

    • Caff;
      Thanks for the updates and am looking forward to the C.C. As well.For a little chuckle check out the seeking alpha article on Sardonic's number 1 pick OCLS.Thanks for the tip Sardy.Cheers.

    • Can one even buy stock in novatek in Winbond via US exchanges. On another note it looks like imos has decisively cleared 15 and should have a good next 2 weeks.

      Sentiment: Hold

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