L*********n
发帖数: 1225 | 1 I add quite some IMOS today as a long term play. One will definitely lose
money if he intend to trade it due to poor liquidity. I made quite some
money from IMOS in the first 5 months this year. Then the price collapse
once the semi slowed down in the 2nd half.
1) Book value almost as high as $13/share;
2) Debt was reduced substantially this year and reached a health level.
Hope I could sell it about $8 within half to one year.
Any comments would be appreciated.
Disclaimer: This is not a recommendation to buy / sell shares. Please do
your own DD and consult your investment advisors. | L*********n
发帖数: 1225 | 2 收到版主的包子, 就多说几句, 算是青蛙向各位的请益之帖.
1. IMOS 公司的业务是半导体检测和服务. 低利润, 高现金流. 请看下文:
http://www.fnno.com/story/fast-lane/331-chipmos-technologies-be
2. 今年三个季度债务减少达 $1.3亿($130M). 这是很可观的. 请看 Q3 季报:
http://finance.yahoo.com/news/ChipMOS-REPORTS-THIRD-QUARTER-prn
3. Book value $12.5 /share ($342M/27.4M), 这还不包括 Non-controlling
interest of $128.8M, 请看 Q3 季报.
4. 公司从第四季度开始回购股票 一千万元 ($10M), 虽然只是一个姿态.
5. 与大环境,特别是半导体的成长关联紧. 如果半导体不好, 此股难有作为. 但此价位
进入, 自我感觉风险不很大. 已是重仓持有, "作股东" :-).
6. Cons: 股票流动性差. 想脱手时很难卖到好价格.
若愿点评, 先谢过! | y*****l
发帖数: 5997 | 3 6. Cons: 股票流动性差. 想脱手时很难卖到好价格.
交易量太小，不好操作。
【在 L*********n 的大作中提到】
: 收到版主的包子, 就多说几句, 算是青蛙向各位的请益之帖.
: 1. IMOS 公司的业务是半导体检测和服务. 低利润, 高现金流. 请看下文:
: http://www.fnno.com/story/fast-lane/331-chipmos-technologies-be
: 2. 今年三个季度债务减少达 $1.3亿($130M). 这是很可观的. 请看 Q3 季报:
: http://finance.yahoo.com/news/ChipMOS-REPORTS-THIRD-QUARTER-prn
: 3. Book value $12.5 /share ($342M/27.4M), 这还不包括 Non-controlling
: interest of $128.8M, 请看 Q3 季报.
: 4. 公司从第四季度开始回购股票 一千万元 ($10M), 虽然只是一个姿态.
: 5. 与大环境,特别是半导体的成长关联紧. 如果半导体不好, 此股难有作为. 但此价位
: 进入, 自我感觉风险不很大. 已是重仓持有, "作股东" :-).
| L*********n
发帖数: 1225 | | L*********n
发帖数: 1225 | 5 NND, Out of water!
可惜量还是不高, Otherwise ...... | L*********n
发帖数: 1225 | 6 So far so good!
Current quote: $6.27 | L*********n
发帖数: 1225 | 7 IMOS 挺给力. Very good for me today because a chunck of shares.
Traders are expecting the company buy back supposed to start from next
Tuesday. However, I am always verrrrrrrrrrry cautios in chasing fliers.
Current quote: $6.8 | L*********n
发帖数: 1225 | 8 What's a great day for me today!
Still a long way to go and a lot to learn.
Good luck and happy weekend to everyone.
PS: Took more chips off the table today, still has a big chunk. | L*********n
发帖数: 1225 | 9 Current at $12.80. More than doubled from my purchase price.
Dumped half of my shares and let the profits run, if it still had the
momentum.
Very curious none even bother to chip in any comments and make discussion of
this stock even I constantly raising this company. It looks many people
just like the excitement of trading and might loss the opportunity making
money.
Believe or not, my IRA account, no margin and no option, I achieved a return
several times of the big index since I transfer my money from fund to trade
stock. YTD so far higher than 60%. | g*********1
发帖数: 725 | 10 good job! Thanks for sharing your trade~. I think most people don't make
comments about this one is because it has very low volume.
of
return
trade
【在 L*********n 的大作中提到】
: Current at $12.80. More than doubled from my purchase price.
: Dumped half of my shares and let the profits run, if it still had the
: momentum.
: Very curious none even bother to chip in any comments and make discussion of
: this stock even I constantly raising this company. It looks many people
: just like the excitement of trading and might loss the opportunity making
: money.
: Believe or not, my IRA account, no margin and no option, I achieved a return
: several times of the big index since I transfer my money from fund to trade
: stock. YTD so far higher than 60%.
| h**v
发帖数: 2010 | 11 great trade! how did you find it?
of
return
trade
【在 L*********n 的大作中提到】
: Current at $12.80. More than doubled from my purchase price.
: Dumped half of my shares and let the profits run, if it still had the
: momentum.
: Very curious none even bother to chip in any comments and make discussion of
: this stock even I constantly raising this company. It looks many people
: just like the excitement of trading and might loss the opportunity making
: money.
: Believe or not, my IRA account, no margin and no option, I achieved a return
: several times of the big index since I transfer my money from fund to trade
: stock. YTD so far higher than 60%.
|
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