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IXYS Corp. Message Board

  • Fools drove this stock up for no particular reason. Now some of the froth has been taken off.

    I still don't see this stock as a good buy, but it is no longer ridiculous.

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    • Before yesterday's miss, Ixys had a reasonably history of meeting its guidance, the FY2012 PE ratio was 12.2 and the forward (FY 2013) PE ratio was 11.

      The PEG was a very good 0.23.

      How was a price of $13.74 before reporting "frothy".

      Obviously, the stock deserves to be taken down after a nearly 20% miss in revenue guidance, but where was the warning?

      • 1 Reply to cool_scirocco
      • I should have added that they didn't update their guidance in December, 2011, which was what other semiconductor companies were doing, nor did they warn when they issued their PR announcing yesterday's CC.

        Usually, that means that a company has achieved results within the existing guidance. In Ixys' case, that would have meant revenue roughly in the range of $92M - $96M.

        The market may even have anticipated that, like the the other semiconductor companies that have recently reported, Ixys would see a lower Q4 (March quarter,) due to impact from Europe and the flooding in Thailand.

        All of that was probably priced into yesterday's close.

        A $12M miss from the low end of the guidance was not expected.

 
IXYS
11.83+0.04(+0.34%)Aug 22 4:00 PMEDT

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