ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board
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Wow! Now, we can't blame them for not doing their PR work. They are coming over to our pond and this is all good. As far as I can remember, they seldom come over for any conference.
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Compared to Craig Hallum estimates in Bracket:
1st Quarter'13
Revenue = $148.3 ($149.8)
Gross Profit = $20.7 ($17.9)
Gross Margin = 13.9% (11.9%)
Net earnings = 0.41 diluted (0.13) - this is incredible
2nd Quarter forecast
Revenue = 10-14% QoQ (11%)
Gross Margin = 14-18% (19.7%) -
I'm going to stay with my view of the guidance:
Revenue = 8% to 15% over 1Q
Margin = 15 to 20% -
Good call Logardn. Now that we are either have closed all of the gap or most of it, it is time to drift up.
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I was just looking at Craig Hallum estimates for 2Q.
Revenue = 164M (10% over 1Q)
Margin = 20% (1Q was estimated to be 12%)
EPS = 0.41 (1Q is estimated to be 0.13)
Here's my question to the knowledgeable board members. The 2Q estimates are already pretty high. Can IMOS top the estimates in the 2Q guidance? Based on the conservative nature of IMOS, I'm thinking that they will provide guidance of :
Revenue = 8% to 15% over 1Q
Margin = 15 to 20%
If they provide the above guidance in the CC, is it enough catalyst to boost the stock? -
Today was a bit of a disappointing close are started off strong. Next week will be interesting. If 8150:TT maintains it 40+ NTD level or move higher, I think IMOS will continue the climb. If 8150:TT comes down from 40, IMOS may follow suit depending on the difference
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The way this is traded right now, it will go to 50 NTD pretty soon. I know, I know...small volume and mainly the work of the underwriter/market maker. However, it is better than the down direction
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I'm kinda confused with all the posting on the math and did this calculations:
- Sold 6.5M shares for US$3.3 proceed (after expenses)
- Has remaining 703M shares = $357M (@NT15)
- Current market cap = $369 (Includes Chipmos Taiwan and Thailin)
Am I missing something here? I looks to me that the NT15 trading price is at current value or better depending on Thailin's worth. Since this is already at a discount to drum up the price at opening, I'm not sure why we are complaining.