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Diodes Incorporated Message Board

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  • jacosa jacosa Aug 9, 2012 11:13 AM Flag


    Depends who you get your predictions from. Quoted from Wall Street Cheat Sheet:

    "Actual vs. Wall St. Expectations: Diodes Incorporated reported adjusted net income of 19 cents per share. By that measure, the company beat the mean estimate of 18 cents per share. It beat the average revenue estimate of $144 million."

    The company is betting on net global recovery in the next 2 quarters. That isn't a sure thing, but if you drill really deep it appears to come down to whether Europe will contain the impact of Greece leaving the Euro. Still not a sure thing, but I like the bull side.

    If there's a recovery, Diodes' ongoing strategy of taking any profitable business it can accomodate and giving away low-margin business when the capacity is needed for high-margin business ought to pay off.

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    • They do have a good strategy.

      It was interesting to read the different tone of the different press releases (some with a negative bent, some positive) and the transcript from the conference call. The analysts seem to like the direction of the company. Sure things are worse relative to a year or so ago but they do seem to have a good strategy and it is showing some dividends...although it remains to be seen if that pattern continues.

      The price action today was interesting...early dip then a decent recovery...

18.51-0.25(-1.33%)Jul 29 4:00 PMEDT