lizheng
"Not the end..." Fully agree, and thanks to you for your input and insight!!
(18.21 as we speak.)
Sentiment: Strong Buy
Caff,
You are to be thanked, along with many who have contributed in their rebuttal for the loons.
Two years has been a real trip.
I saw this breaking 17 pre-market yesterday, going to 17.30 and higher, then basing.
Taiwan mtg. with upcoming Cowen conference acts as confirmation that the diamond is being plucked out of the rough.
On our way, without getting ahead of ourselves.
Continued GLTLongs
Sentiment: Strong Buy
Hello, are we having fun? Hit .39, backing and filling,
Congrats to all knowledgeable investors!
Sentiment: Strong Buy
Damn the torpedoes/ overall pre-market, this should pop over $17 at the open (pre-market indicates WAY OVER!! Guidance was positive/conservative, and MU's Elpida drop of in-house-Thanks Caff, for confirmation what we kept assuming, will give bigger and bigger share to us!!
Watch $17.30 "+", train leaving.
Sentiment: Strong Buy
Marnis--
Agree with it all; Anybody who says this is so-so, when we know 1st qtr has Chinese New Year and is historically light period, misses the progression. Numbers were all positive on high end and low on negative/decrease that I saw.
MU and HIMX have re-inforced many here of IMOS' momentum, while getting us nice profits on those 2 in the interim (HIMX is going bonkers, had to cash in 20% yesterday) but IM(ust)O(wn)S(tock) just seems to have its stride and the big boys are taking notice. IMOST on big board on Taipei may not mean so much soon.
Awaiting cc.
GLTLongs!!
42 cents?--Net cash up over $30M: Is this not way positive?
Net Earnings of US$0.42 Per Basic and US$0.41 Per Diluted Share Compared to US$0.26 Per Basic and US$0.25 Per Diluted Share
Generated US$17.3 Million of Free Cash Flow after US$20.0 Million of CapEx
Retained Balance of Cash and Cash Equivalents at US$310.4 Million
Total Debt Reduced to US$277.6 Million With Net Cash of US$32.8 Million
ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company") (IMOS) today
Sentiment: Strong Buy
Bounced back 9%, tho' this means little.-15K of shares traded:
ChipMOS Technologies Inc
8150:TT
31.50 TWD2.59 UP 8.96%
As of 02:00:15 ET on 05/14/2013.
Sentiment: Strong Buy
jay,
I don't believe the buyback occurs before June, and, frankly, at this stage vith the stock appreciation of 50% recently, in conjunction with Marnis' comments, the better bang for the buck, to be much more shareholder friendly, would be to declare a dividend with the cash set aside for the buyback. Doubt that happens.
Just want a decent, no-disappointment cc, good guidance.
This should not be trading on a whisper number, since th dual lisiting is moving appropriately, and the industry comps and customer business looks excellent this quarter and next and next.
Sentiment: Strong Buy
Typo, Should be April, 2013, will not have to wait until 2103 for Imos to bring the expected results.
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
fs
We did much the same, have kept 75% of Himx position, and all of Imos since Oct., just added and enjoyed the ride. No profits since, as we must sell to realize some, and not happening here.
Good work on "helping the volume", got my thumbs up on my late dad's birthday.
Looking forward to May 16th
Sentiment: Strong Buy
foggy
I'm in Turturro's camp--- "I was still buying IMOS in the 14’s the other day. Selling some winners and IMOS is still a good home for that cash" and expressed the same opinion in the past, felt owning for two years did not preclude more buys on the dips from Dec., 2012 through mid April.
Thanks to the knowledgeable posts on this MB, backing and filling presented more opportunities to increase the postion in Imos, and Imost is keying up the fmv we've been waiting for-marnis and caff have been on the money on this, and lizheng's translations adds to enjoying see Bloomberg's "8150" quote on the Favorite's Bar p.m. and next a.m.
GLTLongs- knock the cover off the ball by next week!!
has,
Totally agree; we sold 20% starting Friday through yesterday between 6.61-6.95/7.04, to 6.34-6.48, but held 80% core @ $1.99 basis;
Another buying opportunity is present!
P.S. Imos has jumped, and should outperform through next week and beyond,"testing" industry remains tight.
And dividend to be nice, next qrtrs will continue to beat, and testing is "tight", (Caff asked the ?), bodes well for those of us in IMOS, these two investments continued to excell in all respects!!
Sentiment: Strong Buy
eps adj. 8.8 cents
1Q Rev: $175.7M, Net: $14M
eps=8.2 cents
Caff,
Your input is great.
Well, the movie played out as I expected, though was unscertain whether, for once, the headline was so quickly ignored by those who understood the full story:
My reply post from yesterday to haschultz:
RE: HIMX Dip
“Agree, Agree and Agree.
... lo and behold, big time rebound over short/medium term occurs.
May 7th is important!!”
GLTLongs
Sentiment: Strong Buy
Positive, cap ex increasing to meet demand, top line increasing, strong margins, 20-25%,
very strong 2nd qrtr guidance.
Bough Lin: "Demand is very strong." (Stock had recent run-up, slight pull-back today.)
Any thoughts?
Sentiment: Strong Buy
Agree, Agree and Agree.
I've seen this movie before, big fund/holder wants to cash out, stock takes a hit, fundamentals confirmed at next cc, and, lo and behold, big time rebound over short/medium term occurs.
May 7th is important!!
GLTLongs
Sentiment: Strong Buy
Could easily hit $6.50 prior to May 7 cc, then we'll see.
GLTLongs
Sentiment: Strong Buy