Chipmos 05er KGV von 5,7 aktuell - 500 Beiträge pro Seite
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02.05.24, 18:44 | 633 | |
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Meistdiskutierte Wertpapiere
Platz | vorher | Wertpapier | Kurs | Perf. % | Anzahl | ||
---|---|---|---|---|---|---|---|
1. | 1. | 181,19 | +0,66 | 97 | |||
2. | 2. | 18.048,00 | -0,06 | 92 | |||
3. | 3. | 0,1865 | 0,00 | 43 | |||
4. | 4. | 2.310,99 | +0,37 | 26 | |||
5. | 6. | 0,0810 | +4,52 | 25 | |||
6. | 5. | 0,1670 | +8,79 | 24 | |||
7. | 8. | 38.670,25 | +1,19 | 15 | |||
8. | 9. | 9,7000 | +12,27 | 15 |
sehr günstiger Chipwert!!!!
KGV von lächerlichen 5,67 bei aktuellen Kurs von 5,50 USD
Nach meinem Wissen sollen Morgen die Qurtalszahlen kommen!!
... sollten die im Rahmen der Erwartungen liegen und die Aussichten nicht enttäuschen dürften schöne Kursbewegungen
bevorstehen!!!
Anschauen und selbst entscheiden!!!!
Gruß Marino217
KGV von lächerlichen 5,67 bei aktuellen Kurs von 5,50 USD
Nach meinem Wissen sollen Morgen die Qurtalszahlen kommen!!
... sollten die im Rahmen der Erwartungen liegen und die Aussichten nicht enttäuschen dürften schöne Kursbewegungen
bevorstehen!!!
Anschauen und selbst entscheiden!!!!
Gruß Marino217
bin auch seit 2 handelstagen dabei...
samsung sieht den lcd markt übrigens auch weiter expandieren...
http://www.digitimes.com/MailNewsSites.asp?ID=12165&Cat=310
samsung sieht den lcd markt übrigens auch weiter expandieren...
http://www.digitimes.com/MailNewsSites.asp?ID=12165&Cat=310
@amorphis
chipmos selbst haben auf ihrer Seite auch Prognosen für
die zukünftige Entwicklung in ihrem Segment.
...dieses Jahr dürfte eventuell noch nicht all zu große
Sprünge machen, jedoch wird in den Folgejahren mit
durchschnittlich 15% Wachstum gerechnet.
oder sind dir andere Wachstumsaussichten bekannt?
..übrigens wenn auch charttechnisch etwas angeschlagen,
die Stochastik deutet eine Erholung an!!!
chipmos selbst haben auf ihrer Seite auch Prognosen für
die zukünftige Entwicklung in ihrem Segment.
...dieses Jahr dürfte eventuell noch nicht all zu große
Sprünge machen, jedoch wird in den Folgejahren mit
durchschnittlich 15% Wachstum gerechnet.
oder sind dir andere Wachstumsaussichten bekannt?
..übrigens wenn auch charttechnisch etwas angeschlagen,
die Stochastik deutet eine Erholung an!!!
im Vorfeld der Zahlen + 4,7 %
auf 5,76 USD
wissen da einige schon mehr????
auf 5,76 USD
wissen da einige schon mehr????
@ all
Aktuell schöne 8 % im plus!
Ebro
Aktuell schöne 8 % im plus!
Ebro
zahlen am oberen ende der erwartungen...
ChipMOS Reports Revenue For December 2004
Tuesday January 18, 4:10 pm ET
HSINCHU, Taiwan, Jan. 18 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) today reported unaudited consolidated revenue for the month of December 2004.
Revenue for the month of December 2004 was NT$1,311.4 million or US$41.4 million, an increase of 39.7% from NT$938.5 million or US$29.6 million for the same period in 2003 and an increase of 10.7% from NT$1,184.5 million or US$37.4 million for the month of November 2004. (All translations from NT dollars to US dollars were made at the exchange rate of NT$31.71 against US$1.00 as of December 31, 2004.)
ChipMOS` December 2004 consolidated revenue includes revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., ThaiLin Semiconductor Corp. and FIRST SEMICONDUCTOR TECHNOLOGY, INC.
The Company expects to report results for the fourth quarter 2004 in the week of March 14, 2005.
Based on current market conditions, the Company currently expects total net revenues for the full year 2005 will be in the range of approximately US$520 million to US$550 million with low margin turnkey revenues strategically reduced to below 5% of total net revenue. For the full year 2005, the Company currently expects its gross margin on a consolidated basis will be in the range of approximately 25% to 30%, in line with its previous target range. Actual results will be contingent on currency exchange rates, customer demand levels, market pricing, cost of materials and capacity usage levels, among other factors.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
nachbörslich erstmal runter...derzeit bei 5,45$ but don`t panik!
ChipMOS Reports Revenue For December 2004
Tuesday January 18, 4:10 pm ET
HSINCHU, Taiwan, Jan. 18 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) today reported unaudited consolidated revenue for the month of December 2004.
Revenue for the month of December 2004 was NT$1,311.4 million or US$41.4 million, an increase of 39.7% from NT$938.5 million or US$29.6 million for the same period in 2003 and an increase of 10.7% from NT$1,184.5 million or US$37.4 million for the month of November 2004. (All translations from NT dollars to US dollars were made at the exchange rate of NT$31.71 against US$1.00 as of December 31, 2004.)
ChipMOS` December 2004 consolidated revenue includes revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., ThaiLin Semiconductor Corp. and FIRST SEMICONDUCTOR TECHNOLOGY, INC.
The Company expects to report results for the fourth quarter 2004 in the week of March 14, 2005.
Based on current market conditions, the Company currently expects total net revenues for the full year 2005 will be in the range of approximately US$520 million to US$550 million with low margin turnkey revenues strategically reduced to below 5% of total net revenue. For the full year 2005, the Company currently expects its gross margin on a consolidated basis will be in the range of approximately 25% to 30%, in line with its previous target range. Actual results will be contingent on currency exchange rates, customer demand levels, market pricing, cost of materials and capacity usage levels, among other factors.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
nachbörslich erstmal runter...derzeit bei 5,45$ but don`t panik!
4:15PM Chipmos Technology reports Dec sales; guides Y05 revs below consensus (IMOS) : Company reports Dec. sales of $41.4 mln up 39.7% yr/yr. Company issues downside guidance for Y05 (Dec), sees EPS of $520-550 mln vs. Reuters Estimates consensus $583.4 mln.
Revenues
2001 $150 million
2002 $195 million act. (increase of 30%)
2003 $263 million act. (increase of 35%)
2004 $450 million est. (increase of 71%)
2005 $550 million est. (increase of 22%)
meanwhile...revenues shifting from low margin to high margin.
Earnings
2001 -.56
2002 -.48
2003 .24
2004 .93 est.
2005 .85-1.15 est.
die antwort darauf welchen weg der wert imos gehen wird...sollte sich jeder selbst geben...
2001 $150 million
2002 $195 million act. (increase of 30%)
2003 $263 million act. (increase of 35%)
2004 $450 million est. (increase of 71%)
2005 $550 million est. (increase of 22%)
meanwhile...revenues shifting from low margin to high margin.
Earnings
2001 -.56
2002 -.48
2003 .24
2004 .93 est.
2005 .85-1.15 est.
die antwort darauf welchen weg der wert imos gehen wird...sollte sich jeder selbst geben...
After Hours (RT-ECN): 5.55 -0.40 (-6.72%)
Es sollte jetzt alles vom Gewinn je Aktie abhängen!
selbst wenn dieser auch leicht verfehlt würde,
wäre die aktuelle Bewertung nicht gerechtfertig!!!
Im Zeitraum der Zahlen für 2004 kommt sicherlich erneut
Druck auf...
...aber den gilt es durchzuhalten und am Ende 2005
kann dann Kasse gemacht werden!!!
Es sollte jetzt alles vom Gewinn je Aktie abhängen!
selbst wenn dieser auch leicht verfehlt würde,
wäre die aktuelle Bewertung nicht gerechtfertig!!!
Im Zeitraum der Zahlen für 2004 kommt sicherlich erneut
Druck auf...
...aber den gilt es durchzuhalten und am Ende 2005
kann dann Kasse gemacht werden!!!
@ all
Tuesday , January 18, 2005 18:02 ET
SAN FRANCISCO, Jan 18, 2005 (AFX-UK via COMTEX) --ChipMos Technologies shares fell 9.9 percent, or 59 cents, in after hours trading Tuesday to $5.36 after the company said it expects 2005 revenue to be the range of about $520 million to $550 million. Analysts polled by Thomson First Call are looking for a 2005 revenue of $583 million. The company said its December revenue was $41.4 million, a 39.7 percent increase from $29.6 million for the same period a year ago.
Copyright 2005. AFX News Ltd. All rights reserved.
Ebro
Tuesday , January 18, 2005 18:02 ET
SAN FRANCISCO, Jan 18, 2005 (AFX-UK via COMTEX) --ChipMos Technologies shares fell 9.9 percent, or 59 cents, in after hours trading Tuesday to $5.36 after the company said it expects 2005 revenue to be the range of about $520 million to $550 million. Analysts polled by Thomson First Call are looking for a 2005 revenue of $583 million. The company said its December revenue was $41.4 million, a 39.7 percent increase from $29.6 million for the same period a year ago.
Copyright 2005. AFX News Ltd. All rights reserved.
Ebro
Und fallen und fallen und fallen!
Ist schon krass!
Ist schon krass!
Der Markt hasst Chipmos! Selten so etwas gesehen!
Wer mutig ist kann hier ganz schön absahnen!
Wer mutig ist kann hier ganz schön absahnen!
So ich hab dann heute auch eingekauft. Tiefer kann es einfach nicht gehen, jeder weitere Kursverlust wäre nicht gerechtfertigt. Meiner Meinung nach ist Chipmos total überverkauft. Übrigens befindet sich der Wert mal wieder am unteren Rand des Bollinger Bandes womit zumindest kurzfristig 6-9% drin sind, wie auch schon die letzten Male.
Schöne Gelegenheit zu kaufen, billiger geht es einfach nicht. Mal gucken wie Eröffnung morgen wird schätze mal um die 3,80 €, wenn dann Nasi grün ist gibts mit hoher Wahrscheinlich Rebound.
Schöne Gelegenheit zu kaufen, billiger geht es einfach nicht. Mal gucken wie Eröffnung morgen wird schätze mal um die 3,80 €, wenn dann Nasi grün ist gibts mit hoher Wahrscheinlich Rebound.
Ich habe bei Chipmos nun genug ins fallende Messer gegriffen. Bei allem ach` so tollem KGV: Der Markt hat mal wieder recht was meine Dummheit anbelangt diesen Zockertitel zu kaufen.
Bei nächster Gelegenheit - Adios!
Bei nächster Gelegenheit - Adios!
Trader4ever,
jetzt zu verkaufen wäre äusserst dumm. Bei dem aktuellen Kurs von ungefähr 5 $ befindet sich eine äusserst starke Unterstützung August/September letzten Jahres. Sollte diese fallen (sagen wir mal ab 4,75 $) ist ein Verkauf charttechnisch gerechtfertigt, aktuell zu verkaufen würde jedoch dem beliebten "Am-Tiefstpunkt-verkaufen" gleichkommen !
jetzt zu verkaufen wäre äusserst dumm. Bei dem aktuellen Kurs von ungefähr 5 $ befindet sich eine äusserst starke Unterstützung August/September letzten Jahres. Sollte diese fallen (sagen wir mal ab 4,75 $) ist ein Verkauf charttechnisch gerechtfertigt, aktuell zu verkaufen würde jedoch dem beliebten "Am-Tiefstpunkt-verkaufen" gleichkommen !
blitzsauberer abwärtstrend, nicht zu früh einsteigen.
gut möglich, dass die 3,50 $ nochmal getestet werden.
aber dann werd ich mir vielleicht auch mal wieder `n teller voll gönnen
gut möglich, dass die 3,50 $ nochmal getestet werden.
aber dann werd ich mir vielleicht auch mal wieder `n teller voll gönnen
@ Trader4ever
Ich denke Du liegst richtig. Habe zu oft schon ein wunderschönes KGV gesehen und dann eh du dich versiehst sind die Gewinne weg und das schöne KGV ist dreistellig oder gar ganz weg.
Die Chipindustrie rechnet übrigens nach einem guten 2004 mit einem Abschwung und schwierigen 2005.
Meine Aktien habe ich am Montag verkauft und dafur CDY eingeladen.
Später werde ich vielleicht wieder einsteigen. Jetzt heissts Seitenlinie bei IMOS.
Ebro
Ich denke Du liegst richtig. Habe zu oft schon ein wunderschönes KGV gesehen und dann eh du dich versiehst sind die Gewinne weg und das schöne KGV ist dreistellig oder gar ganz weg.
Die Chipindustrie rechnet übrigens nach einem guten 2004 mit einem Abschwung und schwierigen 2005.
Meine Aktien habe ich am Montag verkauft und dafur CDY eingeladen.
Später werde ich vielleicht wieder einsteigen. Jetzt heissts Seitenlinie bei IMOS.
Ebro
dreckslemming,
3,50 $ werden sicherlich nicht angetestet. Für mich sieht es aktuell eher nach einem halten der genannten Unterstützung aus. Wenns bis 3,50$ gehen sollte, fresse ich meinen Hund mit Schwanz auf. Die Chance ist gleich 0.
3,50 $ werden sicherlich nicht angetestet. Für mich sieht es aktuell eher nach einem halten der genannten Unterstützung aus. Wenns bis 3,50$ gehen sollte, fresse ich meinen Hund mit Schwanz auf. Die Chance ist gleich 0.
ragnarok,
wenn`s das arme tier rettet, soll meinetwegen die unterstützung halten
wenn`s das arme tier rettet, soll meinetwegen die unterstützung halten
p.s. Zur Aufmunterung guckt euch mal die amerikanischen foren zu IMOS an. Von den 3,50 $ geht dort keiner aus :] War ja klar.
Der Abwärtstrend ist extrem und eindeutig. $4 ist überhaupt keine Unwahrscheinlichkeit und auch nicht einige Cent darunter.
Da mein Break-even höher liegt verkaufe ich nur nach einem Rebound. diesen wird Chipmos allemal erleben können....aber auch das halte ich z.Zt. nicht für sicher.
Ich befürchte eher eine Bodenbildung bei $4 mit einer monatelangen Seitwärtsbewegung zwischen $3.70 und
$ 5.00.
Diese merkwürdigen Buy-Empfehlungen halte ich für Quatsch. Leider mache diese Leute immer den gleichen Fehler: die einen empfehlen wegen niedrigem KGV, die anderen wegen Fundamentals - die erst in drei Jahren zutreffen, noch andere wegen irgendwelchen Trendlinien etc.....IMO alles Quatsch solange man nicht alles unter einen Hut bringt und darauf basierend die Kurzfrist- und Langfristchancen analysiert. Und das können die wenigsten weil Sie sich meistens immer nur die positivste Möglichkeit (psychologisch bedingt) herauspicken...und ist da irgendwo ein charttechnischer Widerstand...dann aber....
absehen von Chpimos läuft es bei mir recht gut, darum mein Ärger darüber wieder mal nicht aufgepasst zu haben und mich wieder mal von einer `Empfehlung` verlassen zu haben und natrülich auch...kein Stop Loss! Man lernt halt immer wieder LOL
Da mein Break-even höher liegt verkaufe ich nur nach einem Rebound. diesen wird Chipmos allemal erleben können....aber auch das halte ich z.Zt. nicht für sicher.
Ich befürchte eher eine Bodenbildung bei $4 mit einer monatelangen Seitwärtsbewegung zwischen $3.70 und
$ 5.00.
Diese merkwürdigen Buy-Empfehlungen halte ich für Quatsch. Leider mache diese Leute immer den gleichen Fehler: die einen empfehlen wegen niedrigem KGV, die anderen wegen Fundamentals - die erst in drei Jahren zutreffen, noch andere wegen irgendwelchen Trendlinien etc.....IMO alles Quatsch solange man nicht alles unter einen Hut bringt und darauf basierend die Kurzfrist- und Langfristchancen analysiert. Und das können die wenigsten weil Sie sich meistens immer nur die positivste Möglichkeit (psychologisch bedingt) herauspicken...und ist da irgendwo ein charttechnischer Widerstand...dann aber....
absehen von Chpimos läuft es bei mir recht gut, darum mein Ärger darüber wieder mal nicht aufgepasst zu haben und mich wieder mal von einer `Empfehlung` verlassen zu haben und natrülich auch...kein Stop Loss! Man lernt halt immer wieder LOL
Ich sehe es so, dass der Kurs erst wieder längerfristig steigen wird, wenn wieder Wachstumsphanasie dazukommt bzw. wenn die gesamte Chipbranche wieder im Aufwind ist!
Mal davon abgesehen liegt Chipmos was das Wachstum in der Branche angeht immer noch im vorderen Feld. Deshalb rechne ich bei einem wiedererstarken auch dass dann auch Chipmos unter den Top-Gewinnern sein wird!
Habe mich leider auch von einem niedrigen KGV verleiten lassen. Wenn ich noch nicht gekauft hätte würde ich erst wieder Mitte bis Ende des Jahres zugreifen (langfristig gesehen)!
Mal davon abgesehen liegt Chipmos was das Wachstum in der Branche angeht immer noch im vorderen Feld. Deshalb rechne ich bei einem wiedererstarken auch dass dann auch Chipmos unter den Top-Gewinnern sein wird!
Habe mich leider auch von einem niedrigen KGV verleiten lassen. Wenn ich noch nicht gekauft hätte würde ich erst wieder Mitte bis Ende des Jahres zugreifen (langfristig gesehen)!
Sehe ich auch so. Z.Zt. Finger weg, beobachten und bei Kursanstiegen nicht gleich aufspringen - der Chipbereich gibt immer wieder neue Einstiegsmöglichkeiten auch bei diesem Papier. Es gilt zwar die regel, daß Bttomfishing meistens nicht erfolgtreich ist...das stimmt aber überhaupt nicht! Nur durch mein geduldiges Bottomfishing hat mein Depot in 18 Montaten nenneswerte Zuwächse erreicht. Ausserdem macht Angeln Spaß...wenn nicht im Wasser ist ;-)
RIGHT!
Macht was Ihr meint. Ich hab mich eingekauft, und werd da nicht bestimmt keine Panik an den Tag legen. Mitte Februar kommen Zahlen, davon ab ist IMOS aktuell einfach dreist unterverkauft. Selbst wenn das KGV nicht wie im Topic bei 5-6 liegt, selbst beim doppelten KGV ist für einen Chipwert noch ordentlichst was drin.
IMOS - Long
IMOS - Long
@Ragnarokx:
Viel Glück!! Ich warte noch ab.
Viel Glück!! Ich warte noch ab.
Die aktuelle Stimmung hier im Board, inklusive die im
Yahoo-Board stimmen mich langsam immer optimistischer...
..bis zu den Zahlen sollten alle Kritiker und Zweifler mit
potenziellen Verkäufen aus dem Markt sein!
Fazit: wenn dann Zahlen nicht enttäuschen, dann gibt`s nur
eine Richtung.... NORDEN!!!!
Yahoo-Board stimmen mich langsam immer optimistischer...
..bis zu den Zahlen sollten alle Kritiker und Zweifler mit
potenziellen Verkäufen aus dem Markt sein!
Fazit: wenn dann Zahlen nicht enttäuschen, dann gibt`s nur
eine Richtung.... NORDEN!!!!
@Marino:
Die im Yahooboard sind immer optimistisch und somit kein eigentlicher Gradmesser!
Aber mal was anderes. Ist euch aufgefallen, dass wir momentan genau an der langfristigen Unterstützung seit dem Tief in Mitte 2003 (war bei ca. 1 Dollar) angekommen sind!
Die sollte nun halten, hoffe ich zumindest!
Die im Yahooboard sind immer optimistisch und somit kein eigentlicher Gradmesser!
Aber mal was anderes. Ist euch aufgefallen, dass wir momentan genau an der langfristigen Unterstützung seit dem Tief in Mitte 2003 (war bei ca. 1 Dollar) angekommen sind!
Die sollte nun halten, hoffe ich zumindest!
Stockachastic,
samme liest du überhaupt was andere Schreiben ?! Ich hab ungefähr 3x betont, das sich auf dem aktuellen Nivau eine starke Unterstützung findet....
Marino,
Norden ist vorprogrammiert. Wie gesagt, jedes weitere Tief wäre einfach nicht zu veranworten und unbegründet. IMOS wurde schon hart genug bestraft für die *leicht* verfehlten Prognosen. Aktuell sieht es aus, als ob sich IMOS auf dem aktuellen Preis hält, nur ist das Volumen stark abgesunken. Wenn das wieder steigt (z.b. nach den Irakwahlen) ist bei IMOS mit steigenden Kursen zu rechnen, wie weit es dann geht hängt allerdings wirklich von den Zahlen im Februar ab.
samme liest du überhaupt was andere Schreiben ?! Ich hab ungefähr 3x betont, das sich auf dem aktuellen Nivau eine starke Unterstützung findet....
Marino,
Norden ist vorprogrammiert. Wie gesagt, jedes weitere Tief wäre einfach nicht zu veranworten und unbegründet. IMOS wurde schon hart genug bestraft für die *leicht* verfehlten Prognosen. Aktuell sieht es aus, als ob sich IMOS auf dem aktuellen Preis hält, nur ist das Volumen stark abgesunken. Wenn das wieder steigt (z.b. nach den Irakwahlen) ist bei IMOS mit steigenden Kursen zu rechnen, wie weit es dann geht hängt allerdings wirklich von den Zahlen im Februar ab.
@RagnarokX:
Du hast folgendes geschrieben:
jetzt zu verkaufen wäre äusserst dumm. Bei dem aktuellen Kurs von ungefähr 5 $ befindet sich eine äusserst starke Unterstützung August/September letzten Jahres .
Ich jedoch schreibe von der Unterstützung 2003(!!!) und die lang bei 1 Dollar und stellt den Ausgangspunkt der Unterstützung dar!
Also erst mal etwas genauer lesen bevor Du den Mund zu voll nimmst!
Wer lesen kann ist klar im Vorteil!!!
Oder liegen bei Dir die Nerven blank, weil Du im Minus bist!
Du hast folgendes geschrieben:
jetzt zu verkaufen wäre äusserst dumm. Bei dem aktuellen Kurs von ungefähr 5 $ befindet sich eine äusserst starke Unterstützung August/September letzten Jahres .
Ich jedoch schreibe von der Unterstützung 2003(!!!) und die lang bei 1 Dollar und stellt den Ausgangspunkt der Unterstützung dar!
Also erst mal etwas genauer lesen bevor Du den Mund zu voll nimmst!
Wer lesen kann ist klar im Vorteil!!!
Oder liegen bei Dir die Nerven blank, weil Du im Minus bist!
*Gähn*
Also irgendwie finde ich deine Unterstützung aus Mitte 2003 nicht. Unterstützung ist in 2003 irgendwie überhaupt nicht drin. Aufwärtstrend oder was auch immer du sonst noch meinen könntest, kann ich ebenso nicht erkennen. Ich vermute mal, du meinst tatsächlich einen Aufwärtstrend, nur frage ich mich, du die Punkte herziehst, um aktuell ne Unterstützung zu finden
Wie dem auch sei, ich hab Recht behalten, Unterstützung ausletztem Jahr hat gestern wiedermal gehalten. IMOS hat sich im Laufe der letzten 2 Stunden gestern von -2% auf +0,5% hochgearbeitet, trotz schwachem Nasi, Tief war bei 4,72, wie zu erwarten ging es dann hoch.
Und keine Angst, meine Nerven liegen sicherlich nicht blank. Schliesslich hab ich mit meinen Statements rechtsbehalten Ausserdem beschränkt sich mein Minus auf moderate 10 Cent per Anteil.
Und da ich ja eh long bin, kann ich über Deppen wie dich nur lachen
Selbst wenn IMOS rein theoretisch auf 4 $ fällt, wäre das immer noch kein Grund zum Panik machen, ganz einfach weil der Wert sowohl bei 4$ als auch bei 4,87 $ total unterbewertet ist. Beide Preise würden auf dauer nicht gehalten werden, von einer moderaten Kurserholung wäre mit an 100% grenzender Wahrscheinlich auszugehen..naja
Du kannst dann ja weiter anhand deiner nicht-existenten Unterstützungen irgendwelche Werte shorten und 5 Cent mitnehmen
p.s. austeilen will sollte auch einstecken können
p.s.s. Sollte ich mich tatsächlich vertan habe, so poste doch bitte ein Bild deiner Unterstützung, nehme dann alles zurück.
Also irgendwie finde ich deine Unterstützung aus Mitte 2003 nicht. Unterstützung ist in 2003 irgendwie überhaupt nicht drin. Aufwärtstrend oder was auch immer du sonst noch meinen könntest, kann ich ebenso nicht erkennen. Ich vermute mal, du meinst tatsächlich einen Aufwärtstrend, nur frage ich mich, du die Punkte herziehst, um aktuell ne Unterstützung zu finden
Wie dem auch sei, ich hab Recht behalten, Unterstützung ausletztem Jahr hat gestern wiedermal gehalten. IMOS hat sich im Laufe der letzten 2 Stunden gestern von -2% auf +0,5% hochgearbeitet, trotz schwachem Nasi, Tief war bei 4,72, wie zu erwarten ging es dann hoch.
Und keine Angst, meine Nerven liegen sicherlich nicht blank. Schliesslich hab ich mit meinen Statements rechtsbehalten Ausserdem beschränkt sich mein Minus auf moderate 10 Cent per Anteil.
Und da ich ja eh long bin, kann ich über Deppen wie dich nur lachen
Selbst wenn IMOS rein theoretisch auf 4 $ fällt, wäre das immer noch kein Grund zum Panik machen, ganz einfach weil der Wert sowohl bei 4$ als auch bei 4,87 $ total unterbewertet ist. Beide Preise würden auf dauer nicht gehalten werden, von einer moderaten Kurserholung wäre mit an 100% grenzender Wahrscheinlich auszugehen..naja
Du kannst dann ja weiter anhand deiner nicht-existenten Unterstützungen irgendwelche Werte shorten und 5 Cent mitnehmen
p.s. austeilen will sollte auch einstecken können
p.s.s. Sollte ich mich tatsächlich vertan habe, so poste doch bitte ein Bild deiner Unterstützung, nehme dann alles zurück.
hi
bei 5$ gabs nie eine unterstützung? die lag bei 5,50$! da sind wir leider durchgerauscht. momentan befindet sich imos im klaren abwärtstrend ohne gegenwehr. vol. bislang zu schwach, indis immernoch auf sell.
gap close bei 4,15$ rum
nächster wiederstand sollte bei 3,30$ - 3,50$ rum liegen.
kaufen würde ich nur bei festen kursen über 6$ oder erste ladung bei gap close, zweite ladung bei test der w-zone.
die oberen trendlinien würden nochmal kurse bis 5,50 - 5,60 rum zulassen!(bei schwachem umsatz: kurse zum aussteigen)
ps: oder einfach aussitzen
viel glück für alle
bei 5$ gabs nie eine unterstützung? die lag bei 5,50$! da sind wir leider durchgerauscht. momentan befindet sich imos im klaren abwärtstrend ohne gegenwehr. vol. bislang zu schwach, indis immernoch auf sell.
gap close bei 4,15$ rum
nächster wiederstand sollte bei 3,30$ - 3,50$ rum liegen.
kaufen würde ich nur bei festen kursen über 6$ oder erste ladung bei gap close, zweite ladung bei test der w-zone.
die oberen trendlinien würden nochmal kurse bis 5,50 - 5,60 rum zulassen!(bei schwachem umsatz: kurse zum aussteigen)
ps: oder einfach aussitzen
viel glück für alle
meine liebe MissssChina,
wo nimmst du den den gebrochenen Widerstand von 5,50 USD weg ?! Das der nächste bei 3,50 ist, seh ich auch. Bezweifle allerdings stark, daß es noch so weit geht.
Aber wie du schon schreibst, einfach aussitzen ist das einfachste
Weder auf dem aktuellen noch auf einem tieferem Kursniveau wird sich Chipmos längere Zeit halten.
wo nimmst du den den gebrochenen Widerstand von 5,50 USD weg ?! Das der nächste bei 3,50 ist, seh ich auch. Bezweifle allerdings stark, daß es noch so weit geht.
Aber wie du schon schreibst, einfach aussitzen ist das einfachste
Weder auf dem aktuellen noch auf einem tieferem Kursniveau wird sich Chipmos längere Zeit halten.
So wie Du aber die Leute hier anmachst, musst Du aber trotzdem ganz schön nervös sein!
Und das mit dem Chartlesen solltest Du wohl besser noch mal üben!
Ein Bild zu posten ist gar nicht nötig! Jeder sollte eine Linie vom Tief bei 2003 bis zum aktuellen Kurs ziehen können! Sogar DU!
Und das mit dem Chartlesen solltest Du wohl besser noch mal üben!
Ein Bild zu posten ist gar nicht nötig! Jeder sollte eine Linie vom Tief bei 2003 bis zum aktuellen Kurs ziehen können! Sogar DU!
Ich schmeiß mich noch weg vor Nervösität. Ich habs doch geschrieben, bin aktuell 2% im minus. Warum sollte ich da nervös sein ? Versteh ich nicht.
Davon ab hab ich mir jetzt NOCHMAL den chart angeguckt. Wenn du eine Linie von Tief 03 meinst, wirst du wohl als zweiten punkt das Tief in 04 nehmen. Nur wenn du das machst, trifft die Linie -nicht- auf den aktuellen Kurs, sondern liegt bei ca 4,30 $. Nennt sich dann übrigens langfristiger Aufwärtstrend.
Hab ich noch wen außer dir angemacht ? Glaub nicht, zumindest nicht in diesem Thread...
Wie dem auch sei, ist ja Hupe. Wenn ich dann in einigen Wochen/Monaten fettes Plus habe, können wir nochmal über Unterstützungen reden, meinst du nicht ?
Davon ab hab ich mir jetzt NOCHMAL den chart angeguckt. Wenn du eine Linie von Tief 03 meinst, wirst du wohl als zweiten punkt das Tief in 04 nehmen. Nur wenn du das machst, trifft die Linie -nicht- auf den aktuellen Kurs, sondern liegt bei ca 4,30 $. Nennt sich dann übrigens langfristiger Aufwärtstrend.
Hab ich noch wen außer dir angemacht ? Glaub nicht, zumindest nicht in diesem Thread...
Wie dem auch sei, ist ja Hupe. Wenn ich dann in einigen Wochen/Monaten fettes Plus habe, können wir nochmal über Unterstützungen reden, meinst du nicht ?
No Problem, bin ja auch investiert wie ich schon gepostet habe!!
Tja dann können wir doch heute beide zufrieden sein. Mit Schlusskurs über 5$ gibt sich zumindest ein weiteres psychologisches Kaufsignal. Mal gucken ob die Woche über weiter anzieht oder eher korrigert
Bis 5,50 $ ist auf jeden Fall Platz! Aber dafür hab ich sie nicht gekauft!
Ob Trader4ever seine Stücke wohl schon geworfen hat ?
@all
Kennt jemand das genaue Datum, wann die Zahlen kommen???
Kennt jemand das genaue Datum, wann die Zahlen kommen???
"The Company expects to report results for the fourth quarter 2004 in the week of March 14, 2005."
Willste vorher schmeißen oder kaufen?
Willste vorher schmeißen oder kaufen?
Ich bin mir ziemlich sicher, daß die Zahlen Ende Februar und nicht mitte März kommen. Außerdem sieht IMOS doch momentan echt gut aus. Handel in FF ist zwar nicht so groß, aber Übersee siehts nett aus. Letzten 4 Tage grün, dann einen rot als Korrektur, jetzt wieder grün.
Guckt mal 1-Woche-Candlestick an. Kein Grund unruhig zu werden
Guckt mal 1-Woche-Candlestick an. Kein Grund unruhig zu werden
Tja unglaublich, da hab ich mit meiner Schätzung vom letzten Post recht behalten. IMOS Übersee Schluss bei 5,47, after hour noch 3 cent abgeben. Eröffnung Montag bei uns also bei ca 4,15 - 4,20. Nett Abgesehen von einer kleinen Korrektur steht dem Turnaround jetzt nichts mehr im Wege, zumindest solange nicht Zahlen nicht außerplanmässig ausfallen, wovon ich nicht ausgehe. Grade hat Corning noch das Wachstum des LCD Markes für 05 mit 40% angegeben. Da wird für IMOS entsprechend auch was rausspringen.
So dann mal allen die investiert sind aber nicht posten sowie allen die investiert sind und posten eine schöne Woche mit unserem Lieblingswert Chipmos
Bin ziemlich zufrieden mit der Entwicklung der letzten Tage.
Denke wir könnten Richtung 6 USD bis zu den Zahlen am 18.Feb
laufen.
Dann wird sich zeigen welche Richtung Imos einschlagen wird...
Bin gespannt und zuversichtlich für dieses Jahr.
bei einem KGV von 12 sagen wir mal (Dax-Durchschnitt)
stehen wir bei unveränderten Erwartungen 0,97 UDS / Aktie für
05` bei 11,64 USD, das sollte allen klar sein!!!
... und das hier ist kein Old Economy Wert!!!
Ich meine, bei Wiederentdecken des Wertes und der Branche
wird so ein Wert auch mit KGV 20 gehandelt (Kurs: 19,40 USD)
Das ist natürlich reine Theorie und auch nicht mein Kursziel
für deises Jahr, aber Kurse von über 10 USD sollten in 12
bis 18 Monaten alle mal drin sein!
allen Investierten viel Glück!!!!
Gruß Marino!
Denke wir könnten Richtung 6 USD bis zu den Zahlen am 18.Feb
laufen.
Dann wird sich zeigen welche Richtung Imos einschlagen wird...
Bin gespannt und zuversichtlich für dieses Jahr.
bei einem KGV von 12 sagen wir mal (Dax-Durchschnitt)
stehen wir bei unveränderten Erwartungen 0,97 UDS / Aktie für
05` bei 11,64 USD, das sollte allen klar sein!!!
... und das hier ist kein Old Economy Wert!!!
Ich meine, bei Wiederentdecken des Wertes und der Branche
wird so ein Wert auch mit KGV 20 gehandelt (Kurs: 19,40 USD)
Das ist natürlich reine Theorie und auch nicht mein Kursziel
für deises Jahr, aber Kurse von über 10 USD sollten in 12
bis 18 Monaten alle mal drin sein!
allen Investierten viel Glück!!!!
Gruß Marino!
Böser Nasdaq heute. Hoffentlich morgen besser. Daß der eine Cent unter Erwartungen bei Cisco sich so auswirkt hab ich nicht erwartet. Naja mal schaun.
was mich langsam nervt, ist die Tatsache, das die Aktie
eigentlich nach oben will, dieses Szenario jedoch von irgendwelchen Leuten unterdrückt wird.
... aber ich kann warten
eigentlich nach oben will, dieses Szenario jedoch von irgendwelchen Leuten unterdrückt wird.
... aber ich kann warten
also mich wundert der kursverlauf jetzt nicht sonderlich....kann mich in den letzten wochen nicht an eine einzige TOP woche erinnern...in welcher die nasdaq nen richtigen lauf hatte...zumindest für nen startschuss wäre solch eine woche aber von nöten...zu dumm das aktien nicht immer gleich kurz nach einstieg zur rally anlaufen...ne?!ach was wäre die börse dann einfach...allerdings wären wir dann im jahre 99/00...und das ist vorbei! also...geduld!
lausiger umsatz
weiterhin abwarten angesagt...
am 14. März sollen die Zahlen kommen..
dürfte bis dahin sehr volatil bleiben!
but stay long!!!!
Gruß Marino
am 14. März sollen die Zahlen kommen..
dürfte bis dahin sehr volatil bleiben!
but stay long!!!!
Gruß Marino
24.02.2005 12:03:
ChipMOS REPORTS REVENUE FOR JANUARY 2005
HSINCHU, Taiwan, Feb. 24 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Nachrichten) (Bermuda) ("ChipMOS" or ``the Company``) today reported unaudited consolidated revenue for the month of January 2005.
Revenue for the month of January 2005 was NT$1,118.1 million or US$35.2 million, an increase of 18.2% from NT$946.1 million or US$29.8 million for the same period in 2004 and a decrease of 14.7% from NT$1,311.4 million or US$41.3 million for the month of December 2004. (All translations from NT dollars to US dollars were made at the exchange rate of NT$31.78 against US$1.00 as of January 31, 2005.)
ChipMOS` January 2005 consolidated revenue includes revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai), ThaiLin Semiconductor Corp. and FIRST SEMICONDUCTOR TECHNOLOGY, INC.
About ChipMOS TECHNOLOGIES (Bermuda):
ChipMOS (http://www.chipmos.com.tw/" target="_blank" rel="nofollow ugc noopener">http://www.chipmos.com.tw/ ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact: In Taiwan R.O.C. In the U.S. Dr. S.K. Chen The Ruth Group ChipMOS TECHNOLOGIES (Bermuda) David Pasquale Tel: +886-6-507-7712 Tel: +646-536-7006 Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
Website: http://www.chipmos.com.tw
ChipMOS TECHNOLOGIES (Bermuda).
ChipMOS REPORTS REVENUE FOR JANUARY 2005
HSINCHU, Taiwan, Feb. 24 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Nachrichten) (Bermuda) ("ChipMOS" or ``the Company``) today reported unaudited consolidated revenue for the month of January 2005.
Revenue for the month of January 2005 was NT$1,118.1 million or US$35.2 million, an increase of 18.2% from NT$946.1 million or US$29.8 million for the same period in 2004 and a decrease of 14.7% from NT$1,311.4 million or US$41.3 million for the month of December 2004. (All translations from NT dollars to US dollars were made at the exchange rate of NT$31.78 against US$1.00 as of January 31, 2005.)
ChipMOS` January 2005 consolidated revenue includes revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai), ThaiLin Semiconductor Corp. and FIRST SEMICONDUCTOR TECHNOLOGY, INC.
About ChipMOS TECHNOLOGIES (Bermuda):
ChipMOS (http://www.chipmos.com.tw/" target="_blank" rel="nofollow ugc noopener">http://www.chipmos.com.tw/ ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact: In Taiwan R.O.C. In the U.S. Dr. S.K. Chen The Ruth Group ChipMOS TECHNOLOGIES (Bermuda) David Pasquale Tel: +886-6-507-7712 Tel: +646-536-7006 Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
Website: http://www.chipmos.com.tw
ChipMOS TECHNOLOGIES (Bermuda).
Heraufstufungen im Chipsektor sorgen endlich mal wieder für Bewegung!!!
Diesen Wert gibt es bald nicht mehr unter 6 USD!!!
aktuell knapp 5% hoch an der Nasdaq!!!
stay long!!!!
Gruß Marino
Diesen Wert gibt es bald nicht mehr unter 6 USD!!!
aktuell knapp 5% hoch an der Nasdaq!!!
stay long!!!!
Gruß Marino
IMOS $ 5.64 0.39 7.43%
fühl mich heute richtig gut mit IMOS im Depot
(das war nicht immer so!) ;-)
fühl mich heute richtig gut mit IMOS im Depot
(das war nicht immer so!) ;-)
auf Tageshoch geschlossen 5,91 USD +12,57 % :-)
6,08 USD
wer weiter zögert zahlt bald das doppelte! :-)
wer weiter zögert zahlt bald das doppelte! :-)
...irgendwie ganz schön ruhig geworden hier...kein interesse mehr für chipmos??? ich halte die aktie immer noch für einen guten hunderprozenter...sollen heute nicht die zahlen kommen??
gruss an alle die noch investiert sind...
Kotzo
gruss an alle die noch investiert sind...
Kotzo
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Technologies Schedules Fourth Quarter 2004 Results Conference Call
Wednesday March 2, 8:00 am ET
HSINCHU, Taiwan, March 2 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) today announced that it will hold a conference call with investors and analysts at 7:00PM EST on March 17, 2005 to discuss the Company`s fourth quarter 2004 financial results and the management`s outlook for the first quarter 2005. The news release announcing the fourth quarter 2004 results will be disseminated after 4:00PM EST on March 17, 2005. The call may be accessed by dialing 1-913-981-4901 and referencing confirmation code 4538820. The playback will be available approximately three hours after the conclusion of the conference call and will be accessible by dialing 1-719-457-0820 and referencing confirmation code 4538820. The Company will also webcast the conference call live on its website http://www.chipmos.com.tw .
ChipMOS Technologies Schedules Fourth Quarter 2004 Results Conference Call
Wednesday March 2, 8:00 am ET
HSINCHU, Taiwan, March 2 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) today announced that it will hold a conference call with investors and analysts at 7:00PM EST on March 17, 2005 to discuss the Company`s fourth quarter 2004 financial results and the management`s outlook for the first quarter 2005. The news release announcing the fourth quarter 2004 results will be disseminated after 4:00PM EST on March 17, 2005. The call may be accessed by dialing 1-913-981-4901 and referencing confirmation code 4538820. The playback will be available approximately three hours after the conclusion of the conference call and will be accessible by dialing 1-719-457-0820 and referencing confirmation code 4538820. The Company will also webcast the conference call live on its website http://www.chipmos.com.tw .
IMOS
ChipMOS TECHNOLOGIES (Bermuda) LTD. NASDAQ-NM
Back to Headlines | Previous Story
ChipMOS and ProMOS Extend Long-Term Agreement
HSINCHU, Taiwan, March 16 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), extended the duration of an agreement with ProMOS Technologies Inc. ("ProMOS") under which ChipMOS Taiwan reserves capacity for IC assembly and testing services for ProMOS and under which ProMOS committed to place orders in the amount of the reserved capacity until the end of 2009. The two companies have worked together since 2003.
ChipMOS has previously provided memory IC testing services to ProMOS mainly for DRAM, which includes 128Mb/256Mb DRAM, 256Mb/512Mb DDR DRAM and DDR II DRAM, employing ChipMOS`s existing Advantest testing equipment.
S.J. Cheng, chairman and chief executive officer of ChipMOS, said: "ProMOS is a global leader in the memory market and an important strategic customer to ChipMOS. We are pleased to extend this mutually beneficial partnership and we remain committed to providing the vertically integrated testing and assembly services that have made our relationship such a success.``
About ProMOS Technologies Inc.
ProMOS Technologies was founded in December 1996. It manufactures high-performance and high-density commodity DRAMs and other niche memory products, including pseudo-SRAM and low power SDRAM. ProMOS applies the leading-edge technologies for advanced memory products and is noted in global DRAM industry for its outstanding performance in manufacturing excellence and technology advancement. Its 12-inch (300 mm) fab is one of the world`s leading 12-inch DRAM fabs in volume production.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS TECHNOLOGIES (Bermuda) LTD. NASDAQ-NM
Back to Headlines | Previous Story
ChipMOS and ProMOS Extend Long-Term Agreement
HSINCHU, Taiwan, March 16 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), extended the duration of an agreement with ProMOS Technologies Inc. ("ProMOS") under which ChipMOS Taiwan reserves capacity for IC assembly and testing services for ProMOS and under which ProMOS committed to place orders in the amount of the reserved capacity until the end of 2009. The two companies have worked together since 2003.
ChipMOS has previously provided memory IC testing services to ProMOS mainly for DRAM, which includes 128Mb/256Mb DRAM, 256Mb/512Mb DDR DRAM and DDR II DRAM, employing ChipMOS`s existing Advantest testing equipment.
S.J. Cheng, chairman and chief executive officer of ChipMOS, said: "ProMOS is a global leader in the memory market and an important strategic customer to ChipMOS. We are pleased to extend this mutually beneficial partnership and we remain committed to providing the vertically integrated testing and assembly services that have made our relationship such a success.``
About ProMOS Technologies Inc.
ProMOS Technologies was founded in December 1996. It manufactures high-performance and high-density commodity DRAMs and other niche memory products, including pseudo-SRAM and low power SDRAM. ProMOS applies the leading-edge technologies for advanced memory products and is noted in global DRAM industry for its outstanding performance in manufacturing excellence and technology advancement. Its 12-inch (300 mm) fab is one of the world`s leading 12-inch DRAM fabs in volume production.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
sieht mir danach aus als ob bei imos ein fetter deckel drauf ist!unzählige 5000er blocks bei 5,5$ auf der vk-seite...heute abend gibt es ja die zahlen...sieht mir also danach aus das imos "extra" unten gehalten wird!
Heute ist der Tag der Entscheidung!
Also wer jetzt noch nicht investiert ist, sollte auch bis Morgen dann warten. Entweder gibt`s es eine billige Einkaufs-
gelegenheit oder man zahlt eben im Vergleich zu heute etwas drauf!
das man den Einstieg (bei guten Zahlen) verpasst ist unwahrscheinlich, da wir aktuell (geschätze Zahlen) KGV von 6
haben und sich dieses über Nacht (bei guten Zahlen) vielleicht auf 7 erhöhen könnte, was einem Kursanstieg von ca. 15% entsprechen würde.
und KGV 7 wäre dann ja immer noch spott-billig
bei schlechten Zahlen und schlechtem Ausblick könnte natürlich auch das KGV ohne Kursbewegung über 10 schnellen.
... aber wem erzähl ich das, das wisst ihr ja selbst!
dem Board nach zu urteilen, haben eh nicht all zu viele
ein reges Kaufinteresse!
aber Schluß mit dem rumgesafte, morgen können wir über
fakten sprechen!
Gruß Marino!
Also wer jetzt noch nicht investiert ist, sollte auch bis Morgen dann warten. Entweder gibt`s es eine billige Einkaufs-
gelegenheit oder man zahlt eben im Vergleich zu heute etwas drauf!
das man den Einstieg (bei guten Zahlen) verpasst ist unwahrscheinlich, da wir aktuell (geschätze Zahlen) KGV von 6
haben und sich dieses über Nacht (bei guten Zahlen) vielleicht auf 7 erhöhen könnte, was einem Kursanstieg von ca. 15% entsprechen würde.
und KGV 7 wäre dann ja immer noch spott-billig
bei schlechten Zahlen und schlechtem Ausblick könnte natürlich auch das KGV ohne Kursbewegung über 10 schnellen.
... aber wem erzähl ich das, das wisst ihr ja selbst!
dem Board nach zu urteilen, haben eh nicht all zu viele
ein reges Kaufinteresse!
aber Schluß mit dem rumgesafte, morgen können wir über
fakten sprechen!
Gruß Marino!
ChipMOS Reports Fourth Quarter and Full Year 2004 Results
HSINCHU, Taiwan, March 17 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS) today reported unaudited consolidated financial results as of and for the fourth quarter and full fiscal year ended December 31, 2004.
Revenue for the fourth quarter of 2004 was NT$3,679 million or US$116 million, an increase of 44% from NT$2,555 million or US$81 million for the same period in 2003 and a decrease of 7% from NT$3,944 million or US$124 million for the third quarter of 2004. Revenue for the fiscal year ended December 31, 2004 was NT$15,036 million or US$474 million, an increase of 67% from NT$9,027 million or US$285 million for the fiscal year ended December 31, 2003 (The above and following numbers are based on an exchange rate of NT$31.71 against US$1.00 as of December 31, 2004.)
On a consolidated basis, the gross margin for the fourth quarter of 2004 was 23%, compared to 27% for the same period in 2003 and 26% for the third quarter of 2004. The gross margin in the fourth and third quarter of 2004 was lower than in previous periods due to the consolidation of the financial results of CHANTEKELECTRONIC CO., LTD. ("Chantek") Gross margin for the fiscal year ended December 31, 2004 was 28%, compared to 17% for the year ended December 31, 2003.
Net income for the fourth quarter of 2004 was NT$106 million or US$3 million, and NT$1.59 or US$0.05 per common share, compared to a net income of NT$399 million or US$13 million, and NT$6.78 or US$0.21 per common share, for the same period in 2003 and net income of NT$388 million and US$12 million, and NT$5.91 or US$0.17 per common share, for the third quarter of 2004. Net income for the fiscal year ended December 31, 2004 was NT$1,676 million or US$53 million, and NT$26.54 or US$0.84 per common share, compared to a net income of NT$482 million or US$15 million, and NT$8.19 or US$0.26 per common share, for the fiscal year ended December 31, 2003.
The unaudited consolidated financial results of ChipMOS as of and for the fourth quarter and full fiscal year ended December 31, 2004 include the financial results of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC. ("ChipMOS Logic"), Advanced Micro Chip Technology Co., Ltd. ("AMCT"), Chantek, Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., ThaiLin Semiconductor Corp. ("ThaiLin") and FIRST SEMICONDUCTOR TECHNOLOGY, INC ("FST"), while the unaudited consolidated financial results as of and for the fourth quarter and full fiscal year ended December 31, 2003 do not include the financial results of AMCT, ChipMOS Logic, FST and Chantek.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "The fourth quarter ended strongly for us reflecting an improved inventory situation at our customers, with strong demand in our DDR business. Our results were impacted by continued softness in our driver IC business, as trends from the third quarter continued into the fourth quarter. In addition, we continued to strategically reduce our turnkey business (excluding module business), which accounted for 0.3% of our revenue in the fourth quarter 2004, compared to 7% of our revenue in the same period of 2003 and 2% of our revenue in the third quarter of 2004. We are targeting a 3% - 5% revenue contribution from this business going forward.
"Overall, we made great achievements in 2004 from an operations and business standpoint. We successfully completed two financings, raising a total of approximately US$115 million. We also closed an important acquisition of the testing and assembly assets from First International Computer Testing and Assembly Technology, Inc. on November 1, 2004. We have already brought a majority of the equipment operational to support expected customer production increases in 2005. Finally, our recently announced strategic relationship with Hynix is progressing as planned."
S.K. Chen, Chief Financial Officer of ChipMOS, said: "From an operations standpoint, we are pleased with our financial results as of and for the fourth quarter and the full fiscal year ended December 31, 2004. Our gross margin for the fiscal year ended December 31, 2004 was strong at 28% primarily due to higher sales volumes and our ability to more efficiently leverage our cost structure, which was partially offset by the effect of consolidating the financial results of Chantek. We also continued to make great progress at our facility in mainland China. Importantly, we have been in talks to extend our investment obligations for our facility in mainland China to the end of 2007 to invest the remaining required investment of US$158 million. We are optimistic and expect this process will conclude with a favorable outcome. This is a positive development for us because it will allow us to more closely match our investments with the expected increases in customer orders."
Looking forward, Mr. S.J. Cheng, commented, "We are cautiously optimistic in our outlook for 2005 based on our business fundamentals, current market conditions, improved inventory levels and anticipated customer programs. We expect that our low cost production model and focused DRAM and LCDD businesses will continue to allow ChipMOS to maintain an above industry average growth and profitability. Our guidance remains unchanged from what we previously announced on January 18, 2005. Based on current market conditions, we expect total net revenues for the full year 2005 will be in the range of approximately US$520 million to US$550 million with low margin turnkey revenue strategically reduced to below 5% of total net revenue. For the full year 2005, we expect gross margin on a consolidated basis will be in the range of approximately 25% to 30%, in line with our previous target range. For the first quarter 2005, we expect total net revenue will be in the range of US$104 million to US$106 million, with gross margin on a consolidated basis in the range of approximately 25% to 30%. The first quarter is traditionally slower for the industry due to the Chinese Lunar New Year holidays and the shorter month in February. We are also seeing softer market demand in mixed- signal testing and assembly, which we expect will partially offset the expected stronger demand in our DRAM business."
Investor Conference Call /Webcast Details
ChipMOS will review detailed fourth quarter 2004 results on Thursday, March 17, 2004 at 7:00 PM EST in New York (8:00 AM, March 18, Taiwan time). The conference call-in number is 913-981-4901. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw. A replay of the call will be available approximately 3 hours after the conclusion of the conference call and will be accessible by dialing 719-457-0820 and at ChipMOS` website at http://www.chipmos.com.tw. The passcode for both the live call and the replay is 4538820.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS (http://www.chipmos.com.tw) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
- TABLES TO FOLLOW -
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT SHEET (UNAUDITED)
For the Three Months Ended December 31, 2004 and 2003
Figures in Million of U.S. dollars (USD)(1)
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 12 months ended 3 months ended
on December 31 on December 31 on December 31
2004 2003 2004 2003 2004
USD USD USD USD USD
Net Revenue 116 80.6 474.2 284.6 116
Cost of Sales 89.3 58.9 342.4 235.2 87.3
Gross Profits 26.7 21.7 131.8 49.4 28.7
Operating Expenses
R&D 2.6 2.2 9.3 9.3 2.6
M&S 7 1.1 9.7 2.1 7
G&A 6.3 4.5 21.2 13.9 6.4
Total Operating Expenses 15.9 7.8 40.2 25.3 16
Income from Operations 10.8 13.9 91.6 24.1 12.7
Other Income
(Expenses), Net -9 2 -12.5 -2.4 -10.5
Income before Income Tax
and Minority Interests 1.8 15.9 79.1 21.7 2.2
Income Tax Credit 4.2 1.1 4.4 0.9 4.2
Income before
Minority Interests 6 17 83.5 22.6 6.4
Minority Interests -2.6 -5.1 -31.5 -8.1 -2.8
Pre-acquisition earnings 0 0.7 0.9 0.7 0
Net income 3.4 12.6 52.9 15.2 3.6
Earnings Per Share 0.05 0.21 0.84 0.26 0.05
Shares Outstanding (`K) 67,125 58,908 63,141 58,908 67,125
Note (1): Local currency amounts have been translated into U.S. dollars
at the rate of 31.71 per U.S. dollar at the end of December, 2004.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of December 31, 2004
Figures in Million of U.S. dollars (USD)(1)
ROC GAAP US GAAP
4-Dec 3-Dec 4-Dec 3-Dec
ASSETS USD USD USD USD
Cash & Cash Equivalents 152.9 54.6 152.9 54.6
Short Term Investments 89.3 20.9 89.5 20.8
Accounts and Notes Receivables 107.2 83.4 107.2 83.4
Inventories 20.8 10.6 20.8 10.6
Other Current Assets 30.4 66.4 30.5 66.4
Total Current Assets 400.6 235.9 400.9 235.8
Long-term Investments 20.3 20.2 20.1 19.7
Property, Plant & Equipment-Net 549.6 349.6 549.1 349.5
Intangible Assets 10.1 7.1 10.1 7.1
Other Assets 14.2 7.4 13.9 7.1
Total Assets 994.8 620.2 994.1 619.2
LIABILITIES
Current Liabilities 186.6 124.6 186.5 124.6
Long Term Liabilities 239.9 108.4 239.9 108.4
Other Liabilities 24.2 19 24.5 19.2
Total Liabilities 450.7 252 450.9 252.2
Minority Interests 223.7 139.6 223.7 139.3
SHAREHOLDERS` EQUITY
Capital Stock 0.7 0.6 0.7 0.6
Common Stock Option Warrants 3.6 2.7 3.6 2.7
Deferred Compensation -1.6 -1.3 -1.6 -1.3
Capital Surplus 287.4 243.2 275.2 231
Legal Surplus 5.9 5.9 5.9 5.9
Retained Earnings
(Accumulated Deficits) 31.3 -21.5 42.7 -10.2
Treasury Stock-Subsidiaries -0.8 -- -0.8 --
Cumulated Translation Adjustment -6.1 -1 -6.2 -1
Unrealized loss on
long-term investments -- -- -- --
Total Equity 320.4 228.6 319.5 227.7
Total Liabilities &
Shareholders` Equity 994.8 620.2 994.1 619.2
Note (1): Local currency amounts have been translated into U.S. dollars
at the rate of 31.71 per U.S. dollar at the end of December, 2004.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT SHEET (UNAUDITED)
For the Three Months Ended December 31, 2004 and 2003
Figures in Million of NT dollars
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 12 months ended 3 months ended
on December 31 on December 31 on December 31
2004 2003 2004 2003 2004
NTD NTD NTD NTD NTD
Net Revenue 3,678.70 2,554.80 15,035.80 9,026.50 3,678.70
Cost of Sales 2,833.00 1,867.10 10,857.50 7,459.60 2,767.20
Gross Profits 845.7 687.7 4,178.30 1,566.90 911.5
Operating Expenses
R&D 81.7 71.2 296.4 295 81.7
M&S 221 35.5 308.5 65.4 221
G&A 200.9 141.5 673.4 439.9 205.2
Total Operating
Expenses 503.6 248.2 1,278.30 800.3 507.9
Income from Operations 342.1 439.5 2,900.00 766.6 403.6
Other Income
(Expenses), Net -284.9 65 -395.7 -77.1 -331.8
Income before Income
Tax and Minority
Interests 57.2 504.5 2,504.30 689.5 71.8
Income Tax Credit 133.2 36.7 141.8 29 133.2
Income before
Minority Interests 190.4 541.2 2,646.10 718.5 205
Minority Interests -84 -162.6 -997.9 -256.9 -88.6
Pre-acquisition
earnings 0 20.7 27.7 20.7 0
Net income 106.4 399.3 1,675.90 482.3 116.4
Earnings Per Share 1.59 6.78 26.54 8.19 1.73
Shares
Outstanding (`K) 67,125 58,908 63,141 58,908 67,125
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of December 31, 2004
Figures in Million of NT dollars
ROC GAAP US GAAP
4-Dec 3-Dec 4-Dec 3-Dec
ASSETS NTD NTD NTD NTD
Cash & Cash Equivalents 4,849.10 1,731.00 4,849.10 1,731.00
Short Term Investments 2,832.60 664.3 2,839.50 660.6
Accounts and Notes
Receivables 3,399.40 2,644.80 3,399.40 2,644.80
Inventories 661 335.5 661 335.5
Other Current Assets 965.7 2,104.20 965.8 2,104.20
Total Current Assets 12,707.80 7,479.80 12,714.80 7,476.10
Long-term Investments 642.4 640.5 636.8 625.1
Property, Plant &
Equipment-Net 17,426.60 11,086.80 17,411.70 11,082.40
Intangible Assets 319 225.2 319 225.2
Other Assets 449.3 233.4 439.4 224.7
Total Assets 31,545.10 19,665.70 31,521.70 19,633.50
LIABILITIES
Current Liabilities 5,915.50 3,951.10 5,915.40 3,951.10
Long Term Liabilities 7,608.10 3,438.90 7,608.10 3,438.90
Other Liabilities 768.5 599.5 772.7 603.7
Total Liabilities 14,292.10 7,989.50 14,296.20 7,993.70
Minority Interests 7,092.50 4,428.00 7,092.90 4,418.40
SHAREHOLDERS` EQUITY
Capital Stock 22.1 19.4 22.1 19.4
Common Stock Option Warrants 115.4 86.7 115.4 86.7
Deferred Compensation -51.7 -42.6 -51.7 -42.6
Capital Surplus 9,113.30 7,711.20 8,726.60 7,324.50
Legal Surplus 187.4 187.4 187.4 187.4
Retained Earnings
(Accumulated Deficits) 993.5 -682.4 1,355.50 -322.5
Treasury Stock-Subsidiaries -25.5 0.4 -25.5 0.4
Cumulated Translation
Adjustment -193.4 -31.9 -196.6 -31.9
Unrealized loss on
long-term investments -0.6 -- -0.6 --
Total Equity 10,160.50 7,248.20 10,132.60 7,221.40
Total Liabilities &
Shareholders` Equity 31,545.10 19,665.70 31,521.70 19,633.50
HSINCHU, Taiwan, March 17 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS) today reported unaudited consolidated financial results as of and for the fourth quarter and full fiscal year ended December 31, 2004.
Revenue for the fourth quarter of 2004 was NT$3,679 million or US$116 million, an increase of 44% from NT$2,555 million or US$81 million for the same period in 2003 and a decrease of 7% from NT$3,944 million or US$124 million for the third quarter of 2004. Revenue for the fiscal year ended December 31, 2004 was NT$15,036 million or US$474 million, an increase of 67% from NT$9,027 million or US$285 million for the fiscal year ended December 31, 2003 (The above and following numbers are based on an exchange rate of NT$31.71 against US$1.00 as of December 31, 2004.)
On a consolidated basis, the gross margin for the fourth quarter of 2004 was 23%, compared to 27% for the same period in 2003 and 26% for the third quarter of 2004. The gross margin in the fourth and third quarter of 2004 was lower than in previous periods due to the consolidation of the financial results of CHANTEKELECTRONIC CO., LTD. ("Chantek") Gross margin for the fiscal year ended December 31, 2004 was 28%, compared to 17% for the year ended December 31, 2003.
Net income for the fourth quarter of 2004 was NT$106 million or US$3 million, and NT$1.59 or US$0.05 per common share, compared to a net income of NT$399 million or US$13 million, and NT$6.78 or US$0.21 per common share, for the same period in 2003 and net income of NT$388 million and US$12 million, and NT$5.91 or US$0.17 per common share, for the third quarter of 2004. Net income for the fiscal year ended December 31, 2004 was NT$1,676 million or US$53 million, and NT$26.54 or US$0.84 per common share, compared to a net income of NT$482 million or US$15 million, and NT$8.19 or US$0.26 per common share, for the fiscal year ended December 31, 2003.
The unaudited consolidated financial results of ChipMOS as of and for the fourth quarter and full fiscal year ended December 31, 2004 include the financial results of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC. ("ChipMOS Logic"), Advanced Micro Chip Technology Co., Ltd. ("AMCT"), Chantek, Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., ThaiLin Semiconductor Corp. ("ThaiLin") and FIRST SEMICONDUCTOR TECHNOLOGY, INC ("FST"), while the unaudited consolidated financial results as of and for the fourth quarter and full fiscal year ended December 31, 2003 do not include the financial results of AMCT, ChipMOS Logic, FST and Chantek.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "The fourth quarter ended strongly for us reflecting an improved inventory situation at our customers, with strong demand in our DDR business. Our results were impacted by continued softness in our driver IC business, as trends from the third quarter continued into the fourth quarter. In addition, we continued to strategically reduce our turnkey business (excluding module business), which accounted for 0.3% of our revenue in the fourth quarter 2004, compared to 7% of our revenue in the same period of 2003 and 2% of our revenue in the third quarter of 2004. We are targeting a 3% - 5% revenue contribution from this business going forward.
"Overall, we made great achievements in 2004 from an operations and business standpoint. We successfully completed two financings, raising a total of approximately US$115 million. We also closed an important acquisition of the testing and assembly assets from First International Computer Testing and Assembly Technology, Inc. on November 1, 2004. We have already brought a majority of the equipment operational to support expected customer production increases in 2005. Finally, our recently announced strategic relationship with Hynix is progressing as planned."
S.K. Chen, Chief Financial Officer of ChipMOS, said: "From an operations standpoint, we are pleased with our financial results as of and for the fourth quarter and the full fiscal year ended December 31, 2004. Our gross margin for the fiscal year ended December 31, 2004 was strong at 28% primarily due to higher sales volumes and our ability to more efficiently leverage our cost structure, which was partially offset by the effect of consolidating the financial results of Chantek. We also continued to make great progress at our facility in mainland China. Importantly, we have been in talks to extend our investment obligations for our facility in mainland China to the end of 2007 to invest the remaining required investment of US$158 million. We are optimistic and expect this process will conclude with a favorable outcome. This is a positive development for us because it will allow us to more closely match our investments with the expected increases in customer orders."
Looking forward, Mr. S.J. Cheng, commented, "We are cautiously optimistic in our outlook for 2005 based on our business fundamentals, current market conditions, improved inventory levels and anticipated customer programs. We expect that our low cost production model and focused DRAM and LCDD businesses will continue to allow ChipMOS to maintain an above industry average growth and profitability. Our guidance remains unchanged from what we previously announced on January 18, 2005. Based on current market conditions, we expect total net revenues for the full year 2005 will be in the range of approximately US$520 million to US$550 million with low margin turnkey revenue strategically reduced to below 5% of total net revenue. For the full year 2005, we expect gross margin on a consolidated basis will be in the range of approximately 25% to 30%, in line with our previous target range. For the first quarter 2005, we expect total net revenue will be in the range of US$104 million to US$106 million, with gross margin on a consolidated basis in the range of approximately 25% to 30%. The first quarter is traditionally slower for the industry due to the Chinese Lunar New Year holidays and the shorter month in February. We are also seeing softer market demand in mixed- signal testing and assembly, which we expect will partially offset the expected stronger demand in our DRAM business."
Investor Conference Call /Webcast Details
ChipMOS will review detailed fourth quarter 2004 results on Thursday, March 17, 2004 at 7:00 PM EST in New York (8:00 AM, March 18, Taiwan time). The conference call-in number is 913-981-4901. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw. A replay of the call will be available approximately 3 hours after the conclusion of the conference call and will be accessible by dialing 719-457-0820 and at ChipMOS` website at http://www.chipmos.com.tw. The passcode for both the live call and the replay is 4538820.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS (http://www.chipmos.com.tw) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
- TABLES TO FOLLOW -
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT SHEET (UNAUDITED)
For the Three Months Ended December 31, 2004 and 2003
Figures in Million of U.S. dollars (USD)(1)
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 12 months ended 3 months ended
on December 31 on December 31 on December 31
2004 2003 2004 2003 2004
USD USD USD USD USD
Net Revenue 116 80.6 474.2 284.6 116
Cost of Sales 89.3 58.9 342.4 235.2 87.3
Gross Profits 26.7 21.7 131.8 49.4 28.7
Operating Expenses
R&D 2.6 2.2 9.3 9.3 2.6
M&S 7 1.1 9.7 2.1 7
G&A 6.3 4.5 21.2 13.9 6.4
Total Operating Expenses 15.9 7.8 40.2 25.3 16
Income from Operations 10.8 13.9 91.6 24.1 12.7
Other Income
(Expenses), Net -9 2 -12.5 -2.4 -10.5
Income before Income Tax
and Minority Interests 1.8 15.9 79.1 21.7 2.2
Income Tax Credit 4.2 1.1 4.4 0.9 4.2
Income before
Minority Interests 6 17 83.5 22.6 6.4
Minority Interests -2.6 -5.1 -31.5 -8.1 -2.8
Pre-acquisition earnings 0 0.7 0.9 0.7 0
Net income 3.4 12.6 52.9 15.2 3.6
Earnings Per Share 0.05 0.21 0.84 0.26 0.05
Shares Outstanding (`K) 67,125 58,908 63,141 58,908 67,125
Note (1): Local currency amounts have been translated into U.S. dollars
at the rate of 31.71 per U.S. dollar at the end of December, 2004.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of December 31, 2004
Figures in Million of U.S. dollars (USD)(1)
ROC GAAP US GAAP
4-Dec 3-Dec 4-Dec 3-Dec
ASSETS USD USD USD USD
Cash & Cash Equivalents 152.9 54.6 152.9 54.6
Short Term Investments 89.3 20.9 89.5 20.8
Accounts and Notes Receivables 107.2 83.4 107.2 83.4
Inventories 20.8 10.6 20.8 10.6
Other Current Assets 30.4 66.4 30.5 66.4
Total Current Assets 400.6 235.9 400.9 235.8
Long-term Investments 20.3 20.2 20.1 19.7
Property, Plant & Equipment-Net 549.6 349.6 549.1 349.5
Intangible Assets 10.1 7.1 10.1 7.1
Other Assets 14.2 7.4 13.9 7.1
Total Assets 994.8 620.2 994.1 619.2
LIABILITIES
Current Liabilities 186.6 124.6 186.5 124.6
Long Term Liabilities 239.9 108.4 239.9 108.4
Other Liabilities 24.2 19 24.5 19.2
Total Liabilities 450.7 252 450.9 252.2
Minority Interests 223.7 139.6 223.7 139.3
SHAREHOLDERS` EQUITY
Capital Stock 0.7 0.6 0.7 0.6
Common Stock Option Warrants 3.6 2.7 3.6 2.7
Deferred Compensation -1.6 -1.3 -1.6 -1.3
Capital Surplus 287.4 243.2 275.2 231
Legal Surplus 5.9 5.9 5.9 5.9
Retained Earnings
(Accumulated Deficits) 31.3 -21.5 42.7 -10.2
Treasury Stock-Subsidiaries -0.8 -- -0.8 --
Cumulated Translation Adjustment -6.1 -1 -6.2 -1
Unrealized loss on
long-term investments -- -- -- --
Total Equity 320.4 228.6 319.5 227.7
Total Liabilities &
Shareholders` Equity 994.8 620.2 994.1 619.2
Note (1): Local currency amounts have been translated into U.S. dollars
at the rate of 31.71 per U.S. dollar at the end of December, 2004.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT SHEET (UNAUDITED)
For the Three Months Ended December 31, 2004 and 2003
Figures in Million of NT dollars
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 12 months ended 3 months ended
on December 31 on December 31 on December 31
2004 2003 2004 2003 2004
NTD NTD NTD NTD NTD
Net Revenue 3,678.70 2,554.80 15,035.80 9,026.50 3,678.70
Cost of Sales 2,833.00 1,867.10 10,857.50 7,459.60 2,767.20
Gross Profits 845.7 687.7 4,178.30 1,566.90 911.5
Operating Expenses
R&D 81.7 71.2 296.4 295 81.7
M&S 221 35.5 308.5 65.4 221
G&A 200.9 141.5 673.4 439.9 205.2
Total Operating
Expenses 503.6 248.2 1,278.30 800.3 507.9
Income from Operations 342.1 439.5 2,900.00 766.6 403.6
Other Income
(Expenses), Net -284.9 65 -395.7 -77.1 -331.8
Income before Income
Tax and Minority
Interests 57.2 504.5 2,504.30 689.5 71.8
Income Tax Credit 133.2 36.7 141.8 29 133.2
Income before
Minority Interests 190.4 541.2 2,646.10 718.5 205
Minority Interests -84 -162.6 -997.9 -256.9 -88.6
Pre-acquisition
earnings 0 20.7 27.7 20.7 0
Net income 106.4 399.3 1,675.90 482.3 116.4
Earnings Per Share 1.59 6.78 26.54 8.19 1.73
Shares
Outstanding (`K) 67,125 58,908 63,141 58,908 67,125
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of December 31, 2004
Figures in Million of NT dollars
ROC GAAP US GAAP
4-Dec 3-Dec 4-Dec 3-Dec
ASSETS NTD NTD NTD NTD
Cash & Cash Equivalents 4,849.10 1,731.00 4,849.10 1,731.00
Short Term Investments 2,832.60 664.3 2,839.50 660.6
Accounts and Notes
Receivables 3,399.40 2,644.80 3,399.40 2,644.80
Inventories 661 335.5 661 335.5
Other Current Assets 965.7 2,104.20 965.8 2,104.20
Total Current Assets 12,707.80 7,479.80 12,714.80 7,476.10
Long-term Investments 642.4 640.5 636.8 625.1
Property, Plant &
Equipment-Net 17,426.60 11,086.80 17,411.70 11,082.40
Intangible Assets 319 225.2 319 225.2
Other Assets 449.3 233.4 439.4 224.7
Total Assets 31,545.10 19,665.70 31,521.70 19,633.50
LIABILITIES
Current Liabilities 5,915.50 3,951.10 5,915.40 3,951.10
Long Term Liabilities 7,608.10 3,438.90 7,608.10 3,438.90
Other Liabilities 768.5 599.5 772.7 603.7
Total Liabilities 14,292.10 7,989.50 14,296.20 7,993.70
Minority Interests 7,092.50 4,428.00 7,092.90 4,418.40
SHAREHOLDERS` EQUITY
Capital Stock 22.1 19.4 22.1 19.4
Common Stock Option Warrants 115.4 86.7 115.4 86.7
Deferred Compensation -51.7 -42.6 -51.7 -42.6
Capital Surplus 9,113.30 7,711.20 8,726.60 7,324.50
Legal Surplus 187.4 187.4 187.4 187.4
Retained Earnings
(Accumulated Deficits) 993.5 -682.4 1,355.50 -322.5
Treasury Stock-Subsidiaries -25.5 0.4 -25.5 0.4
Cumulated Translation
Adjustment -193.4 -31.9 -196.6 -31.9
Unrealized loss on
long-term investments -0.6 -- -0.6 --
Total Equity 10,160.50 7,248.20 10,132.60 7,221.40
Total Liabilities &
Shareholders` Equity 31,545.10 19,665.70 31,521.70 19,633.50
0,84 USD pro Aktie = aktuelles KGV von 6,4 für 2004!
im 4. Quartal 2004 enttäuschte das EPS mit 0,05 USD
(Erwartungen 0,15 - 0,21 USD)
...aber 04 ist gegessen!
Q 1 2005 soll in diesem Jahr das schwächste werden!
...auch schon gegessen!
in Q 2 rechnet man mit Kapazitätsauslastungen >= 85%
Ausblick somit gut!
Meine Meinung:
selbst bei Stagnation des Gewinns ist ein KGV von 6 ein
Lacher!
Ich bin positiv gestimmt!
Bitte andere Meinungen!
Gruß Marino!
im 4. Quartal 2004 enttäuschte das EPS mit 0,05 USD
(Erwartungen 0,15 - 0,21 USD)
...aber 04 ist gegessen!
Q 1 2005 soll in diesem Jahr das schwächste werden!
...auch schon gegessen!
in Q 2 rechnet man mit Kapazitätsauslastungen >= 85%
Ausblick somit gut!
Meine Meinung:
selbst bei Stagnation des Gewinns ist ein KGV von 6 ein
Lacher!
Ich bin positiv gestimmt!
Bitte andere Meinungen!
Gruß Marino!
so reagieren die Amis vorbörslich!
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
09.03 $ 5.69 100
09.02 $ 5.69 900
09.02 $ 5.68 100
09.02 $ 5.60 269
09.02 $ 5.61 100
09.00 $ 5.65 1500
08.57 $ 5.65 1000
08.55 $ 5.65 1500
08.55 $ 5.64 2000
08.19 $ 5.42 500
08.19 $ 5.42 500
08.05 $ 5.40 399
08.05 $ 5.40 100
08.02 $ 5.50 500
08.02 $ 5.35 500
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
09.03 $ 5.69 100
09.02 $ 5.69 900
09.02 $ 5.68 100
09.02 $ 5.60 269
09.02 $ 5.61 100
09.00 $ 5.65 1500
08.57 $ 5.65 1000
08.55 $ 5.65 1500
08.55 $ 5.64 2000
08.19 $ 5.42 500
08.19 $ 5.42 500
08.05 $ 5.40 399
08.05 $ 5.40 100
08.02 $ 5.50 500
08.02 $ 5.35 500
@marino, #64:
Wer wird denn da von Gewinnstagnation reden!
ChipMOS` Substantially Improving Fundamentals
03.18.05, 9:55 AM ET
Lehman Brothers Equity Research reiterated an "overweight" rating and $12 price target on ChipMOS Technologies (nasdaq: IMOS - news - people ), saying fundamentals are likely to improve substantially in 2005. Following the semiconductor company`s fourth-quarter conference call, Lehman said it was "pleasantly surprised with, what was in our opinion, an uncharacteristically bullish and relatively granular outlook provided by management with respect to calendar 2005 generally." ChipMOS said LCDD (liquid crystal display drivers) capacity is "sold out" for the second quarter and memory capacity utilization should remain in the "high 80`s" for the rest of calendar 2005. The company added that it expects record revenue levels for the second quarter and beyond, with gross margins ranging between 25% and 30% for 2005. Lehman raised the calendar 2005 earnings-per-share estimate to $1.00 from 98 cents, and maintained the $550 million revenue estimate. The research firm issued a calendar 2006 earnings estimate of $1.40 per share on revenue of $675 million. For the fourth quarter of 2004, ChipMOS had posted earnings of 5 cents per share with revenue of $116 million.]
Lehman Brothers geht von einem EPS von 1$ in 2005 und 1,40$ in 2006 aus bei jeweiligen Umsatzsteigerungen von über 20%!
Die Amis kaufen schon wie wild!
Auch muss ich Dir recht geben, dass dass aktuelle KGV ein Witz ist für Halbleiter! Selbst bei koservativen Prognosen ist ein KGV von 10 normalerweise allemal drinnen!
Bin mir sicher, dass dies auch wieder erreicht wird, wenn die Unsicherheit allmählich aus dem Wert weicht!
Be strong, stay long
Wer wird denn da von Gewinnstagnation reden!
ChipMOS` Substantially Improving Fundamentals
03.18.05, 9:55 AM ET
Lehman Brothers Equity Research reiterated an "overweight" rating and $12 price target on ChipMOS Technologies (nasdaq: IMOS - news - people ), saying fundamentals are likely to improve substantially in 2005. Following the semiconductor company`s fourth-quarter conference call, Lehman said it was "pleasantly surprised with, what was in our opinion, an uncharacteristically bullish and relatively granular outlook provided by management with respect to calendar 2005 generally." ChipMOS said LCDD (liquid crystal display drivers) capacity is "sold out" for the second quarter and memory capacity utilization should remain in the "high 80`s" for the rest of calendar 2005. The company added that it expects record revenue levels for the second quarter and beyond, with gross margins ranging between 25% and 30% for 2005. Lehman raised the calendar 2005 earnings-per-share estimate to $1.00 from 98 cents, and maintained the $550 million revenue estimate. The research firm issued a calendar 2006 earnings estimate of $1.40 per share on revenue of $675 million. For the fourth quarter of 2004, ChipMOS had posted earnings of 5 cents per share with revenue of $116 million.]
Lehman Brothers geht von einem EPS von 1$ in 2005 und 1,40$ in 2006 aus bei jeweiligen Umsatzsteigerungen von über 20%!
Die Amis kaufen schon wie wild!
Auch muss ich Dir recht geben, dass dass aktuelle KGV ein Witz ist für Halbleiter! Selbst bei koservativen Prognosen ist ein KGV von 10 normalerweise allemal drinnen!
Bin mir sicher, dass dies auch wieder erreicht wird, wenn die Unsicherheit allmählich aus dem Wert weicht!
Be strong, stay long
@Stochastic
15% Richtung Norden!!!
Haleluja!!!
kommt mir irgendwie bekannt vor (#62) ;-)
genau, stay long heißt die Strategie und ans verkaufen
kann ab einem KGV von 15 gedacht werden.
bei 1,40$/share in 06` ... :-) :-)
Gruß Marino!
15% Richtung Norden!!!
Haleluja!!!
kommt mir irgendwie bekannt vor (#62) ;-)
genau, stay long heißt die Strategie und ans verkaufen
kann ab einem KGV von 15 gedacht werden.
bei 1,40$/share in 06` ... :-) :-)
Gruß Marino!
könnte ein angenehmer tag werden :-)
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
08.03 $ 6.50 300
08.00 $ 6.45 900
08.00 $ 6.45 1000
08.00 $ 6.45 100
Gruß Marino!
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
08.03 $ 6.50 300
08.00 $ 6.45 900
08.00 $ 6.45 1000
08.00 $ 6.45 100
Gruß Marino!
So... ich habe eure Diskussion um die Aktie Chipmos hier schon länger verfolgt :-) So jetzt hab ich mich hier auch endlich mal angemeldet!
Was ich jetzt etwas merkwürdig finde warum die Aktie wieder so abgestürzt ist... lieg ich richtig das es nur Gewinnmitnahmen sind?
sebastian
Was ich jetzt etwas merkwürdig finde warum die Aktie wieder so abgestürzt ist... lieg ich richtig das es nur Gewinnmitnahmen sind?
sebastian
lass imos mal schön im depot...wenn du in den letzten wochen eingestiegen bist!imos sieht mit sicherheit nicht erst in 2 jahren 2-stellige kurse wieder!ausblick und zahlen waren sehr gut...
und ehrlich gesagt...wenn ich die letzten tage betrachte...wo siehst du einen absturz?
und ehrlich gesagt...wenn ich die letzten tage betrachte...wo siehst du einen absturz?
An der NASDAQ 6,15... war ja schon höher... über 6,50.
Deshalb meinte ich das, vieleicht war ich auch zu voreilig...
Deshalb meinte ich das, vieleicht war ich auch zu voreilig...
Das warst Du wohl!
10 USD dieses Jahr, wohl mehr als sicher
wenn die Stimmung jetzt kurzfristig nicht dreht, gehe ich von Kursen um 8 USD in wenigen Tagen aus!
... denn die Zweifel sind erstmal weg
gestern zu Handelsschluss noch mal hohe Stückzahlen weggegangen
Die Insti`s scheinen sich die letzten Tage eingedeckt zu haben und lassen den Kurs endlich laufen. Diese Kursdrückerei war ja wohl offensichtlich!
von gestern:
Create a Portfolio | Create an Alert
The average price of the 32-inch flat screen televisions has come down over 35% in the last year, but even with falling prices, these sets represented less than 10% of the television market in the United States last year.
This number is expected to grow to more than 20% by 2007 as prices continue to drop and the televisions become more affordable to a larger segment of the population. Obviously this type of growth will reward companies involved in making and selling the televisions as well as the shareholders of their stocks.
Before we mention an idea that we think is poised for 30% or more upside from these levels we need to consider what makes a good stock idea. First and foremost, for us to consider a stock for a potential longer term hold (three to six months) the stock must be in an uptrend. For simplicity, we will define that uptrend as being above the 50-, 100- and 200-day moving averages.
By purchasing a stock that is trending higher we are immediately on the right side of the trend and we can then easily determine where we should exit the trade with a small loss if that trend shows signs of reversing. Technical analysis allows us to determine the amount of risk we are willing to accept relative to the perceived amount of reward if the trade goes in our favor. In a word, it is about timing.
Fundamental analysis is important for our investment decisions because it gives us a reason for being involved, and more importantly a reason for others to be involved. When it comes to fundamentals we all have the same information and the objective study of this information allows us to not only value what a stock is worth in terms of historic measures but also potential future valuations. When we review a company`s fundamentals, we are trying to determine if it is a "good company."
The company that is involved in LCD technologies is called ChipMOS Technologies (IMOS: news, chart, profile) . The main business of IMOS is testing and packaging of LCD driver semiconductors and business has been consistently growing for the company. In 2002 the company had revenues of $188 million and lost money. In 2003 they managed to show a profit of 22 cents a share on revenues of $265 million. Last year, revenues jumped to $452 million and the company earned 79 cents a share. In 2005 the company is expected to see revenues grow to $550 million which should drive profits of $1 per share. Estimates for 2006 are for revenues over $600 million and profits of over $1.35 a share. Clearly, this company is one that is growing.
The stock of IMOS is a different story, hovering near $6.70, the stock trades at less than 10 times last year`s numbers and at 7 times this years estimate. On a PE valuation, the stock is cheap. Last year the stock traded at a high of $15.55 in January and then got hit hard, trading as low as $3.56 in August. After another bounce up to just under $10, the stock sold off again and has spent the first quarter of this year recovering. On a weekly chart, the stock is back above all of the relevant moving averages and that indicates the buyers are regaining control of the momentum.
In this tricky market environment, upside profits are difficult to come by which is why we need to make sure the technicals and fundamentals confirm each other before putting our money to risk.
The stock of IMOS represents a situation that appears to be sound for a trade with an upside target near $9-$10 and a stop loss under the recent higher low at $6.05.
wenn die Stimmung jetzt kurzfristig nicht dreht, gehe ich von Kursen um 8 USD in wenigen Tagen aus!
... denn die Zweifel sind erstmal weg
gestern zu Handelsschluss noch mal hohe Stückzahlen weggegangen
Die Insti`s scheinen sich die letzten Tage eingedeckt zu haben und lassen den Kurs endlich laufen. Diese Kursdrückerei war ja wohl offensichtlich!
von gestern:
Create a Portfolio | Create an Alert
The average price of the 32-inch flat screen televisions has come down over 35% in the last year, but even with falling prices, these sets represented less than 10% of the television market in the United States last year.
This number is expected to grow to more than 20% by 2007 as prices continue to drop and the televisions become more affordable to a larger segment of the population. Obviously this type of growth will reward companies involved in making and selling the televisions as well as the shareholders of their stocks.
Before we mention an idea that we think is poised for 30% or more upside from these levels we need to consider what makes a good stock idea. First and foremost, for us to consider a stock for a potential longer term hold (three to six months) the stock must be in an uptrend. For simplicity, we will define that uptrend as being above the 50-, 100- and 200-day moving averages.
By purchasing a stock that is trending higher we are immediately on the right side of the trend and we can then easily determine where we should exit the trade with a small loss if that trend shows signs of reversing. Technical analysis allows us to determine the amount of risk we are willing to accept relative to the perceived amount of reward if the trade goes in our favor. In a word, it is about timing.
Fundamental analysis is important for our investment decisions because it gives us a reason for being involved, and more importantly a reason for others to be involved. When it comes to fundamentals we all have the same information and the objective study of this information allows us to not only value what a stock is worth in terms of historic measures but also potential future valuations. When we review a company`s fundamentals, we are trying to determine if it is a "good company."
The company that is involved in LCD technologies is called ChipMOS Technologies (IMOS: news, chart, profile) . The main business of IMOS is testing and packaging of LCD driver semiconductors and business has been consistently growing for the company. In 2002 the company had revenues of $188 million and lost money. In 2003 they managed to show a profit of 22 cents a share on revenues of $265 million. Last year, revenues jumped to $452 million and the company earned 79 cents a share. In 2005 the company is expected to see revenues grow to $550 million which should drive profits of $1 per share. Estimates for 2006 are for revenues over $600 million and profits of over $1.35 a share. Clearly, this company is one that is growing.
The stock of IMOS is a different story, hovering near $6.70, the stock trades at less than 10 times last year`s numbers and at 7 times this years estimate. On a PE valuation, the stock is cheap. Last year the stock traded at a high of $15.55 in January and then got hit hard, trading as low as $3.56 in August. After another bounce up to just under $10, the stock sold off again and has spent the first quarter of this year recovering. On a weekly chart, the stock is back above all of the relevant moving averages and that indicates the buyers are regaining control of the momentum.
In this tricky market environment, upside profits are difficult to come by which is why we need to make sure the technicals and fundamentals confirm each other before putting our money to risk.
The stock of IMOS represents a situation that appears to be sound for a trade with an upside target near $9-$10 and a stop loss under the recent higher low at $6.05.
marino...die instis haben bestimmt nicht erst in den letzten tagen gekauft!der anteil institutioneller ist in den monaten feb/mär stark gestiegen...
imos ist trotz schwacher nasdaq gestiegen...sollte die nasdaq mitspielen sind 10$ schnell drin...
imos ist trotz schwacher nasdaq gestiegen...sollte die nasdaq mitspielen sind 10$ schnell drin...
Das ist mir auch klar, das die großen nicht erst bei 6,50, sondern bei 5,50, rein sind...
heute könnte der knoten jedenfalls endgültig platzen...zusammen mit dem artikel von market watch...imos sieht ziemlich fest aus vorbörslich
Jep, sieht gut aus! :-)
Ich finde die Stimmung ist noch genau richtig (positiv, aber noch nicht euphorisch)
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
08.17 $ 7.04 200
08.12 $ 7.05 170
Ich finde die Stimmung ist noch genau richtig (positiv, aber noch nicht euphorisch)
Pre-Market
Time (ET) Pre-Market
Price Pre-Market
Share Volume
08.17 $ 7.04 200
08.12 $ 7.05 170
habe meine pos imos ausgebaut...jetzt erstmal laufen lassen guck dir mal sigm an...falls du es noch nicht hast...
läuft wieder schön seitwärts (7-7,5) und legt eine Ruhepause ein nach dem Kursanstieg,
genau wie nach dem Ausbruch Mitte März eine kleine Ruhephase war (6-6,5).
Denke, das nach der jetzigen Verschnaufpause, die 8 USD fallen.
und wenns nicht so ist, auch egal... die Kurs wird früher oder später schon zwei-stellig.
... dann wird eben gewartet!
Gruß Marino!
genau wie nach dem Ausbruch Mitte März eine kleine Ruhephase war (6-6,5).
Denke, das nach der jetzigen Verschnaufpause, die 8 USD fallen.
und wenns nicht so ist, auch egal... die Kurs wird früher oder später schon zwei-stellig.
... dann wird eben gewartet!
Gruß Marino!
Stock Focus
Cheap Chips
David Ng, 04.08.05, 8:00 AM ET
NEW YORK - Chip shares are still in the doldrums. While the Philadelphia Semiconductor Sector Index has nearly doubled since late 2002, it has remained stuck below 500 for almost a year. (For reference, at the height of the Internet bubble, in March 2000, the index peaked at 1,362.)
Bulls sense a rally approaching. Christopher Danely, an analyst at JP Morgan (nyse: JPM - news - people ), estimates that over six to 12 months chip stocks in the firm`s coverage universe could rise 25% to 35% from current valuations. Why? Despite a recent distribution shortfall that could affect 2005 earnings estimates, the sector will benefit from low inventory and margin leverage.
Danely predicts that industry fundamentals, particularly revenue growth, should peak sometime in the second half of 2005.
Others forecast a longer-lasting recovery. Ted Parmigiani of Lehman Brothers (nyse: LEH - news - people ) thinks semiconductor stocks will enjoy a good run through 2006. He agrees with Danely on the favorable supply/demand mix, adding that improved pricing should especially help memory chip makers.
Some of the best semiconductor stocks these days are small- and mid-sized companies, according to Parmigiani. "Most of these stocks are inefficiently priced," he says. Two mid-cap favorites of his are Cypress Semiconductor (nyse: CY - news - people ), which goes for just 1.6 times sales, and MEMC Electronic Materials (nyse: WFR - news - people ). Parmigiani thinks the latter company will generate an average annual return on equity (net income expressed as a percentage of shareholders` equity) of 47% for fiscal years 2005 and 2006.
A smaller bet: ChipMOS Technologies (nasdaq: IMOS - news - people ), which provides semiconductor assembly and testing services. Headquartered in Taiwan, the company posted revenue of $474 million in its fiscal year that ended last December. Shares of ChipMOS sells for only five times estimated 2006 earnings of $1.40 per share.
Following Parmigiani`s lead, we looked for semiconductor manufacturers and equipment companies with market values under $3 billion. All these companies are expected to deliver earnings gains of at least 30% in 2005.
Cheap Chips
David Ng, 04.08.05, 8:00 AM ET
NEW YORK - Chip shares are still in the doldrums. While the Philadelphia Semiconductor Sector Index has nearly doubled since late 2002, it has remained stuck below 500 for almost a year. (For reference, at the height of the Internet bubble, in March 2000, the index peaked at 1,362.)
Bulls sense a rally approaching. Christopher Danely, an analyst at JP Morgan (nyse: JPM - news - people ), estimates that over six to 12 months chip stocks in the firm`s coverage universe could rise 25% to 35% from current valuations. Why? Despite a recent distribution shortfall that could affect 2005 earnings estimates, the sector will benefit from low inventory and margin leverage.
Danely predicts that industry fundamentals, particularly revenue growth, should peak sometime in the second half of 2005.
Others forecast a longer-lasting recovery. Ted Parmigiani of Lehman Brothers (nyse: LEH - news - people ) thinks semiconductor stocks will enjoy a good run through 2006. He agrees with Danely on the favorable supply/demand mix, adding that improved pricing should especially help memory chip makers.
Some of the best semiconductor stocks these days are small- and mid-sized companies, according to Parmigiani. "Most of these stocks are inefficiently priced," he says. Two mid-cap favorites of his are Cypress Semiconductor (nyse: CY - news - people ), which goes for just 1.6 times sales, and MEMC Electronic Materials (nyse: WFR - news - people ). Parmigiani thinks the latter company will generate an average annual return on equity (net income expressed as a percentage of shareholders` equity) of 47% for fiscal years 2005 and 2006.
A smaller bet: ChipMOS Technologies (nasdaq: IMOS - news - people ), which provides semiconductor assembly and testing services. Headquartered in Taiwan, the company posted revenue of $474 million in its fiscal year that ended last December. Shares of ChipMOS sells for only five times estimated 2006 earnings of $1.40 per share.
Following Parmigiani`s lead, we looked for semiconductor manufacturers and equipment companies with market values under $3 billion. All these companies are expected to deliver earnings gains of at least 30% in 2005.
Taiwan DDR2 testing capacity to lag demand 30-50% in 2Q
Latest news
Amy Lee, Hsinchu; Carrie Yu, DigiTimes.com [Monday 18 April 2005]
Tight DDR2 testing capacity at Taiwan-based makers may widen from 20% now to 30-50% by the end of this quarter due to strong DDR2 output growth, according to the testing companies.
The monthly global DDR2 output is likely to nearly double to 200 million units by the end of this quarter due to accelerated expansion at DRAM makers, according to sources. According to DRAMeXchange, DDR2 output increased 20% from 88 million units in February to 106 million units in March.
Taiwan-based testing companies may see their monthly testing orders rise from 10 million units to at least 20 million this quarter, compared to a maximum monthly capacity of 14-15 million units from the testing companies, according to the companies.
Currently, capacity at the companies already lag demand by 20%, with most of the demand coming from Elpida and Inotera Memories, the sources said.
Latest news
Amy Lee, Hsinchu; Carrie Yu, DigiTimes.com [Monday 18 April 2005]
Tight DDR2 testing capacity at Taiwan-based makers may widen from 20% now to 30-50% by the end of this quarter due to strong DDR2 output growth, according to the testing companies.
The monthly global DDR2 output is likely to nearly double to 200 million units by the end of this quarter due to accelerated expansion at DRAM makers, according to sources. According to DRAMeXchange, DDR2 output increased 20% from 88 million units in February to 106 million units in March.
Taiwan-based testing companies may see their monthly testing orders rise from 10 million units to at least 20 million this quarter, compared to a maximum monthly capacity of 14-15 million units from the testing companies, according to the companies.
Currently, capacity at the companies already lag demand by 20%, with most of the demand coming from Elpida and Inotera Memories, the sources said.
Geht es jetzt wieder nach oben?
Ebro
Ebro
imos ist einer der besten werte aus dem soxx...und hat voll ausgelastete kapazitäten...kurzfristig hängt der weitere verlauf sicher ein wenig vom gesamtmarkt hab...längerfristig werden sich die guten fundamentals durch!
Bei dem starken Abverkauf der letzten Tage könnte ich mir als technische Gegenreaktion in den nächsten Tagen sehr gut eine kurzfristige starke Aufwärtsbewegung vorstellen.
Ebro
Ebro
Na also! Da ist ja die Aufwärtsreaktion. Wie bestellt!
Wie weit sie wohl noch trägt? Schätze wir gehen heute noch ein Stück nach oben.
Ebro
Wie weit sie wohl noch trägt? Schätze wir gehen heute noch ein Stück nach oben.
Ebro
wie weit sie heute noch geht ist eigtl ziemlich egal...imos ist saugünstig...für dieses jahr wird ein EPS von 1$ erwartet...für nächstes jahr 1,4$!nicht nur das kgv ist der hammer...auch das gewinnwachstum sieht sehr gut aus!imos ist zudem völlig ausgelastet...lass die stimmung um techwerte ein wenig besser werden als in den letzten wochen...und wir werden imos bald 2-stellig sehen!
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Reaches Agreement to Sell Its Stake in First Semiconductor Technology
Thursday April 28, 8:00 am ET
HSINCHU, Taiwan, April 28 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70.3% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan") has reached an agreement to sell its ownership interest in FIRST SEMICONDUCTOR TECHNOLOGY, INC. ("FST") back to FST. ChipMOS Taiwan acquired a 67.83% interest in FST on November 1, 2004 in connection with its acquisition of testing and assembly equipment from First International Computer Testing and Assembly, Inc. ("FICTA").
Under the share repurchase agreement, ChipMOS Taiwan will transfer 2.52 million shares of FST to FST in exchange for total consideration of approximately US$2 million, which is equivalent to the book value as of the date ChipMOS Taiwan purchased the shares. The closing of the transaction is expected to occur no later than April 29, 2005. Accordingly, since Jan 1, 2005, results of operations of FST have no longer been consolidated into ChipMOS Taiwan`s financial statements.
S.K. Chen, Chief Financial Officer of ChipMOS, said "This is an attractive transaction for ChipMOS and its shareholders, as we will be receiving approximately US$2 million, while retaining the equipment we previously acquired from FICTA."
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
About FIRST SEMICONDUCTOR TECHNOLOGY INC.:
First Semiconductor Technology ( http://www.1stsemi.com ) was established in 1998 to serve the semiconductor test needs of Santa Clara Valley. FST offers Agilent 93000/83000 testers rental specifically suited for the development of high speed digital and mixed-signal test solutions. FST provides complete services for test program development, test pattern conversion, load board design and production testing.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Reaches Agreement to Sell Its Stake in First Semiconductor Technology
Thursday April 28, 8:00 am ET
HSINCHU, Taiwan, April 28 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70.3% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan") has reached an agreement to sell its ownership interest in FIRST SEMICONDUCTOR TECHNOLOGY, INC. ("FST") back to FST. ChipMOS Taiwan acquired a 67.83% interest in FST on November 1, 2004 in connection with its acquisition of testing and assembly equipment from First International Computer Testing and Assembly, Inc. ("FICTA").
Under the share repurchase agreement, ChipMOS Taiwan will transfer 2.52 million shares of FST to FST in exchange for total consideration of approximately US$2 million, which is equivalent to the book value as of the date ChipMOS Taiwan purchased the shares. The closing of the transaction is expected to occur no later than April 29, 2005. Accordingly, since Jan 1, 2005, results of operations of FST have no longer been consolidated into ChipMOS Taiwan`s financial statements.
S.K. Chen, Chief Financial Officer of ChipMOS, said "This is an attractive transaction for ChipMOS and its shareholders, as we will be receiving approximately US$2 million, while retaining the equipment we previously acquired from FICTA."
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
About FIRST SEMICONDUCTOR TECHNOLOGY INC.:
First Semiconductor Technology ( http://www.1stsemi.com ) was established in 1998 to serve the semiconductor test needs of Santa Clara Valley. FST offers Agilent 93000/83000 testers rental specifically suited for the development of high speed digital and mixed-signal test solutions. FST provides complete services for test program development, test pattern conversion, load board design and production testing.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
Als Chipmos Aktionäre können wir in letzter Zeit ja wirklich nicht meckern!
Seitdem die Nasi am absacken ist (Anfang März) hat IMOS gut 30% zugelegt!
Seitdem die Nasi am absacken ist (Anfang März) hat IMOS gut 30% zugelegt!
When to Sell a Winner
There`s no tougher question you can ask a value investor than "When do you sell?" Buying cheap stocks is (relatively) easy. Knowing when to sell them after they`re no longer screaming bargains is hard. The good news, however, is that you really rarely need to sell at all.
By Rich Smith
April 28, 2005
Investors, it seems, are getting antsy. They`re starting to realize that true bargains in stocks are very hard to come by -- a fact highlighted in Warren Buffett`s recent letter to shareholders of Berkshire Hathaway. If the reigning king of successful investors can`t find a bargain out there, Fool readers are asking, does this mean it`s time to sell?
To which I reply with a question of my own: "Um, time to sell what?"
Could you be more specific?
Both are important questions, of course. But my question is better. Because when investors ask, "Is it time to sell?" they`re making the unspoken assumption that all stocks are created equal -- if "The Market" is overpriced, they figure, then it doesn`t really matter whether you own ChipMOS Technologies (Nasdaq: IMOS), Apollo Group (Nasdaq: APOL), or Advanced Micro Devices (NYSE: AMD). If the market`s overpriced, you oughta sell `em all.
Nonsense. It`s entirely possible for the market as a whole to be overvalued yet include stocks that are grossly overvalued, fairly priced, and, yes, undervalued, too. To illustrate, let`s take a look at one of the most widely used methods for determining fair value: the PEG ratio. A PEG is a company`s price-to-earnings ratio (P/E) divided by its growth rate (G). When a company`s PEG equals 1.0, it`s probably close to fairly valued. The higher the PEG, the pricier; the lower the PEG, the cheaper.
Currently, the S&P 500, which we can use as a proxy for the market at large, has a PEG of 1.5. So Buffett is right in arguing that the market is expensive. (Big surprise. The guy is a genius, after all.) But among companies that make up the S&P 500, valuations vary widely. For example, at a PEG of 3.0, AMD is twice as "overvalued" as the average American company, while Apollo Group, at a PEG of 1.1, is pretty close to fairly valued. And ChipMOS? At a PEG of 0.4, that one might even be a bargain -- an underpriced stock in an overpriced market. Who`d have thought?
Us, that`s who
As small-cap value investors, our team here at Motley Fool Hidden Gems knows that there`s value to be found in even the most overpriced of markets. We actively seek out the best values in small companies, and to date, our members have been well rewarded for the effort: We`re trouncing the S&P`s return by nearly 4-to-1.
Perversely, that`s created a bit of a dilemma for many of our members. They`ve seen their stakes in companies such as FARO Technologies (Nasdaq: FARO), Transkaryotic Therapies, Middleby, and Saucony all more than double in value over the course of a few months. And some are beginning to wonder whether it`s time to take some winnings off the table. To perhaps invest that money in a few of our other recommendations. Or to just stash it away until the market in general becomes cheaper.
Easy question first
First things first. No, I do not believe you should sell stocks that have performed well and put that money in a mason jar buried in the backyard or in a savings account -- a near equivalent at today`s interest rates -- in hopes that the market turns south so that you can buy back into it.
Do you remember when it was that Fed Chairman Alan Greenspan first decried "irrational exuberance?" 1996. Greenspan was right, sure. But the market proceeded to climb for another four years before heading south. If Alan Greenspan, a man whose body is approximately 92% brain, can`t time the market accurately, there`s scant chance that you or I can. Don`t even try.
Now it gets harder
But let`s say you`ve bought into a cheap stock. You`ve seen it rise impressively over the past few months, and now you want to buy something that hasn`t yet made its own climb to the heights. That`s a dilemma I personally face right now with Marvel Enterprises (NYSE: MVL), a stock that I bought "on sale" several months ago and is now up more than 30%. I don`t intend to sell it any time soon, and here`s why.
The market ain`t your momma
The market doesn`t know you. It doesn`t know how much you paid for a stock. It doesn`t care how much you`ve made or lost. The market just tries to value companies based on their intrinsic worth and future prospects. Your objective as an investor should be to emulate the market`s dispassion, to avoid getting emotionally attached to your stocks.
What I mean is this: Whenever you are tempted to sell a stock, you should, to the best of your ability, attempt to forget how much you paid for it originally. If you bought Apple Computer (Nasdaq: AAPL) six months ago at $21, and it`s now selling for twice that, this does not necessarily mean you should sell quickly, before the stock collapses. The law of gravity doesn`t apply to the stock market. Not all things that go up must come down.
Neither does gravity affect stocks in reverse. If you bought Nortel (NYSE: NT) last year at $6, and today it`s selling for $2 and change, your decision to hold on to the stock, to sell it, or to buy more should have absolutely nothing to do with whether you think you will "get back to breakeven." This is important enough that I want to repeat it: The market does not care how much you paid for Nortel. There is no guarantee that just because it once sold for $6 it will ever fetch that much again.
Valuation is everything
The right time to sell a winner is, as investing guru Philip Fisher famously wrote, "almost never." If you`ve done your research beforehand and determined that the stock you want to buy is a promising long-term investment, you should not want to sell it. Ever. Trust your instincts. And, more importantly, trust the research and effort you put into buying a stock in the first place. Don`t throw that away for a gain of a couple of percentage points.
That said, when you`re looking at not just a couple of percentage points, but a double- or triple-digit gain over the course of a few short months -- as many of our members are -- I understand that the temptation to lock in that gain can be immense. But don`t succumb. Remember that a business resembles an individual, in that it`s dynamic and always changing. But as Fisher pointed out, "There is no limitation to corporate growth such as the life span places upon the individual." A business can easily be undervalued today -- and still undervalued next year, despite a rise in its stock price.
Consider: Company A earns $1 during Year 1 and has a price of $10 and a resulting P/E of 10. Now assume that in Year 2, Company A earns $1.50 while its price has increased to $14. That`s a 40% gain in price -- enough to make most investors want to take a bit of money off the table.
But hold on a sec. The company`s P/E has actually fallen to 9.3 over the past year. (And I won`t even talk about its PEG.) Company A is therefore a better deal at the end of Year 2 than it was at the end of Year 1. This would be a perfect example of the kind of company you`d be foolish (small "f") to sell just to capture some profits.
It`s also a good example of what I`d suggest you do any time you`re tempted to sell a winner. You know why you bought the company in the first place. You know what calculations you used for determining that it was worth buying. So before selling, do it again. Run the numbers. Give the stock another chance to prove to you that it`s worth owning. If the company fails the test, if you simply cannot convince yourself, no matter how hard you try, that the company is still worth owning, then fine -- sell it. But if the company proves itself to you, don`t cut your profits off at the knees. Hold on to that little winner. Let it live. Let it grow. Let it continue to generate profits for you and your descendants for as long as you all may live.
Does the stress of knowing when to sell a winner keep you up at night? Or are you having trouble finding winners at all? For a very modest fee, Motley Fool Hidden Gems author Tom Gardner will do the worrying -- and the research -- for you. Is he any good? I wouldn`t be inundated with email from readers wanting to know whether they should sell their winners if Tom hadn`t found those winners for them in the first place! But don`t take my word for it. Sign up for a free trial, and take a full month to decide whether Hidden Gems is right for you.
This article was originally published on March 18, 2005. It has been updated.
Fool contributor Rich Smith owns shares of Marvel but of no other company mentioned in this article. The Motley Fool`s disclosure policy is always a "buy," never a "sell."
There`s no tougher question you can ask a value investor than "When do you sell?" Buying cheap stocks is (relatively) easy. Knowing when to sell them after they`re no longer screaming bargains is hard. The good news, however, is that you really rarely need to sell at all.
By Rich Smith
April 28, 2005
Investors, it seems, are getting antsy. They`re starting to realize that true bargains in stocks are very hard to come by -- a fact highlighted in Warren Buffett`s recent letter to shareholders of Berkshire Hathaway. If the reigning king of successful investors can`t find a bargain out there, Fool readers are asking, does this mean it`s time to sell?
To which I reply with a question of my own: "Um, time to sell what?"
Could you be more specific?
Both are important questions, of course. But my question is better. Because when investors ask, "Is it time to sell?" they`re making the unspoken assumption that all stocks are created equal -- if "The Market" is overpriced, they figure, then it doesn`t really matter whether you own ChipMOS Technologies (Nasdaq: IMOS), Apollo Group (Nasdaq: APOL), or Advanced Micro Devices (NYSE: AMD). If the market`s overpriced, you oughta sell `em all.
Nonsense. It`s entirely possible for the market as a whole to be overvalued yet include stocks that are grossly overvalued, fairly priced, and, yes, undervalued, too. To illustrate, let`s take a look at one of the most widely used methods for determining fair value: the PEG ratio. A PEG is a company`s price-to-earnings ratio (P/E) divided by its growth rate (G). When a company`s PEG equals 1.0, it`s probably close to fairly valued. The higher the PEG, the pricier; the lower the PEG, the cheaper.
Currently, the S&P 500, which we can use as a proxy for the market at large, has a PEG of 1.5. So Buffett is right in arguing that the market is expensive. (Big surprise. The guy is a genius, after all.) But among companies that make up the S&P 500, valuations vary widely. For example, at a PEG of 3.0, AMD is twice as "overvalued" as the average American company, while Apollo Group, at a PEG of 1.1, is pretty close to fairly valued. And ChipMOS? At a PEG of 0.4, that one might even be a bargain -- an underpriced stock in an overpriced market. Who`d have thought?
Us, that`s who
As small-cap value investors, our team here at Motley Fool Hidden Gems knows that there`s value to be found in even the most overpriced of markets. We actively seek out the best values in small companies, and to date, our members have been well rewarded for the effort: We`re trouncing the S&P`s return by nearly 4-to-1.
Perversely, that`s created a bit of a dilemma for many of our members. They`ve seen their stakes in companies such as FARO Technologies (Nasdaq: FARO), Transkaryotic Therapies, Middleby, and Saucony all more than double in value over the course of a few months. And some are beginning to wonder whether it`s time to take some winnings off the table. To perhaps invest that money in a few of our other recommendations. Or to just stash it away until the market in general becomes cheaper.
Easy question first
First things first. No, I do not believe you should sell stocks that have performed well and put that money in a mason jar buried in the backyard or in a savings account -- a near equivalent at today`s interest rates -- in hopes that the market turns south so that you can buy back into it.
Do you remember when it was that Fed Chairman Alan Greenspan first decried "irrational exuberance?" 1996. Greenspan was right, sure. But the market proceeded to climb for another four years before heading south. If Alan Greenspan, a man whose body is approximately 92% brain, can`t time the market accurately, there`s scant chance that you or I can. Don`t even try.
Now it gets harder
But let`s say you`ve bought into a cheap stock. You`ve seen it rise impressively over the past few months, and now you want to buy something that hasn`t yet made its own climb to the heights. That`s a dilemma I personally face right now with Marvel Enterprises (NYSE: MVL), a stock that I bought "on sale" several months ago and is now up more than 30%. I don`t intend to sell it any time soon, and here`s why.
The market ain`t your momma
The market doesn`t know you. It doesn`t know how much you paid for a stock. It doesn`t care how much you`ve made or lost. The market just tries to value companies based on their intrinsic worth and future prospects. Your objective as an investor should be to emulate the market`s dispassion, to avoid getting emotionally attached to your stocks.
What I mean is this: Whenever you are tempted to sell a stock, you should, to the best of your ability, attempt to forget how much you paid for it originally. If you bought Apple Computer (Nasdaq: AAPL) six months ago at $21, and it`s now selling for twice that, this does not necessarily mean you should sell quickly, before the stock collapses. The law of gravity doesn`t apply to the stock market. Not all things that go up must come down.
Neither does gravity affect stocks in reverse. If you bought Nortel (NYSE: NT) last year at $6, and today it`s selling for $2 and change, your decision to hold on to the stock, to sell it, or to buy more should have absolutely nothing to do with whether you think you will "get back to breakeven." This is important enough that I want to repeat it: The market does not care how much you paid for Nortel. There is no guarantee that just because it once sold for $6 it will ever fetch that much again.
Valuation is everything
The right time to sell a winner is, as investing guru Philip Fisher famously wrote, "almost never." If you`ve done your research beforehand and determined that the stock you want to buy is a promising long-term investment, you should not want to sell it. Ever. Trust your instincts. And, more importantly, trust the research and effort you put into buying a stock in the first place. Don`t throw that away for a gain of a couple of percentage points.
That said, when you`re looking at not just a couple of percentage points, but a double- or triple-digit gain over the course of a few short months -- as many of our members are -- I understand that the temptation to lock in that gain can be immense. But don`t succumb. Remember that a business resembles an individual, in that it`s dynamic and always changing. But as Fisher pointed out, "There is no limitation to corporate growth such as the life span places upon the individual." A business can easily be undervalued today -- and still undervalued next year, despite a rise in its stock price.
Consider: Company A earns $1 during Year 1 and has a price of $10 and a resulting P/E of 10. Now assume that in Year 2, Company A earns $1.50 while its price has increased to $14. That`s a 40% gain in price -- enough to make most investors want to take a bit of money off the table.
But hold on a sec. The company`s P/E has actually fallen to 9.3 over the past year. (And I won`t even talk about its PEG.) Company A is therefore a better deal at the end of Year 2 than it was at the end of Year 1. This would be a perfect example of the kind of company you`d be foolish (small "f") to sell just to capture some profits.
It`s also a good example of what I`d suggest you do any time you`re tempted to sell a winner. You know why you bought the company in the first place. You know what calculations you used for determining that it was worth buying. So before selling, do it again. Run the numbers. Give the stock another chance to prove to you that it`s worth owning. If the company fails the test, if you simply cannot convince yourself, no matter how hard you try, that the company is still worth owning, then fine -- sell it. But if the company proves itself to you, don`t cut your profits off at the knees. Hold on to that little winner. Let it live. Let it grow. Let it continue to generate profits for you and your descendants for as long as you all may live.
Does the stress of knowing when to sell a winner keep you up at night? Or are you having trouble finding winners at all? For a very modest fee, Motley Fool Hidden Gems author Tom Gardner will do the worrying -- and the research -- for you. Is he any good? I wouldn`t be inundated with email from readers wanting to know whether they should sell their winners if Tom hadn`t found those winners for them in the first place! But don`t take my word for it. Sign up for a free trial, and take a full month to decide whether Hidden Gems is right for you.
This article was originally published on March 18, 2005. It has been updated.
Fool contributor Rich Smith owns shares of Marvel but of no other company mentioned in this article. The Motley Fool`s disclosure policy is always a "buy," never a "sell."
interessanter bericht über die branche...bei imos wird bis 2008 erwartet die milliarden-dollar grenze beim umsatz zu sprengen...
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<http://64.233.161.104/search?q=cache:uE_eBsmUKTMJ:www.chipscalereview.com/curren t/article.php%3Ftype%3Dfeature%26article%3Df2+chipmos+sales+growing+2005&hl=en&g t;
Danke amorphis!
Dann ist ja klar was wir tun sollten! Die Aktie halten!
Dann ist ja klar was wir tun sollten! Die Aktie halten!
@stochastic...habe mich in den letzten wochen intensiv mit der branche beschäftigt...kann dir nur raten in den nächsten 12-18 monaten kein stück zu verkaufen....
die shit 7$ müssen endlich nachhaltig genommen werden...dann könnte es sehr schnell gehen...gibts am montag nicht zahlen?!
shit...heute siehts gar net gut aus!
results sind out...umsatz mit 106mio $ ok...aber income von 0,08 stört mich...vorbörslich sackt die aktie zwischenzeitlich über 10% ab...derzeit nur noch 7,XX %...mal sehen ob ich was übersehen habe in der eile...
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Reports First Quarter 2005 Results
Monday May 9, 8:56 am ET
HSINCHU, Taiwan, May 9 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or "the Company") (Nasdaq: IMOS - News) today reported unaudited consolidated financial results as of and for the first quarter ended March 31, 2005.
ADVERTISEMENT
Revenue for the first quarter of 2005 was NT$3,340 million or US$106 million, an increase of 8% from NT$3,090 million or US$98 million for the same period in 2004 and a decrease of 9% from NT$3,679 million or US$117 million for the fourth quarter of 2004. (The above and following numbers are based on an exchange rate of NT$31.545 against US$1.00 as of March 31, 2005.)
On a consolidated basis, the gross margin for the first quarter of 2005 was 20%, compared to 36% for the same period in 2004 and 23% for the fourth quarter of 2004. The gross margin in the first quarter of 2005 and fourth quarter of 2004 was lower than in previous periods due to effect of the consolidation of the financial results of CHANTEK ELECTRONIC CO., LTD. ("Chantek") since April 1, 2004.
Net income for the first quarter of 2005 was NT$174 million or US$6 million, and NT$2.58 or US$0.08 per common share, compared to a net income of NT$539 million or US$17 million, and NT$9.03 or US$0.29 per common share, for the same period in 2004 and net income of NT$106 million or US$3 million, and NT$1.59 or US$0.05 per common share, for the fourth quarter of 2004.
The unaudited consolidated financial results of ChipMOS as of and for the first quarter ended March 31, 2005 included the financial results of ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC. , Chantek, Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp., while the unaudited consolidated financial results as of and for the first quarter ended March 31, 2004 did not include the financial results of Chantek.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "While our revenues were at the high end of prior guidance, our profitability was negatively impacted by a higher cost of revenue. Demand for memory testing remained high while demand for mixed-signal assembly and testing was lower. In addition, we continued to strategically reduce our turnkey business excluding our module business."
"We made several important announcements during the first quarter that we believe will help further strengthen our competitive position. In addition, we have recently reached the consensus to extend our contract with Himax Technologies Inc. ("Himax") until the end of 2008. Under the new contract, Himax has guaranteed it will shift more of its Tape-Carrier-Package/Chip-on- film ("TCP/COF") and Chip-On-Glass ("COG") business to ChipMOS. Separately, we have recently completed the sale by our 70.3% owned subsidiary, ChipMOS Taiwan of its ownership interest in FIRST SEMICONDUCTOR TECHNOLOGY, INC. ("FST") to FST."
S.K. Chen, Chief Financial Officer of ChipMOS, said, "We continued to execute our business and achieved above industry average profitability levels. Our gross margin for the first quarter ended March 31, 2005 remained strong at 20% primarily due to higher sales volumes and our ability to more efficiently leverage our cost structure. Our gross margin was partially offset by a higher cost of revenue and the effect of consolidating the financial results of Chantek. Total operating expenses in the first quarter of 2005 declined to US$8 million or 7% of revenue, compared to US$16 million or 14% of revenue in the prior fourth quarter, but increased compared to US$6 million or 7% of revenue in the first quarter of 2004. We also remained conservative in our capital expenditures ("CapEx"). CapEx spending for the first quarter of 2005 was US$32 million compared to US$76 million in the prior fourth quarter. We currently expect to maintain our conservative CapEx budget through 2005. Finally, our balance of cash and short-term investments was US$152 million at the end of the first quarter, giving us the liquidity necessary for our business operations. The sequential decline in our cash and short-term investments balance was due to our use of approximately US$81 million to repay bank loans and bonds in the first quarter."
Looking forward, Mr. S.J. Cheng, commented, "We are currently optimistic about the outlook for the second quarter of 2005 based on our business fundamentals, current market conditions, improved inventory levels and anticipated customer programs. We currently expect that improving business trends witnessed in the first quarter will continue into the second quarter, allowing us to return to revenue and profit growth. For the second quarter of 2005, we currently expect total net revenue will be in the range of US$115 million to US$119 million."
Investor Conference Call / Webcast Details
ChipMOS will review detailed first quarter 2005 results on Monday, May 9, 2005 at 7:00 PM EDT (7:00 AM, May 10, Taiwan time). The conference call-in number is 913-981-4901. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw. A replay of the call will be available approximately 3 hours after the conclusion of the conference call and will be accessible by dialing 719-457-0820 and at ChipMOS` website at http://www.chipmos.com.tw. The passcode for both the live call and the replay is 4863938.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS (http://www.chipmos.com.tw) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
CONTACT:
In Taiwan
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.,
+886-6-507-7712
s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
+646-536-7006
dpasquale@theruthgroup.com
results sind out...umsatz mit 106mio $ ok...aber income von 0,08 stört mich...vorbörslich sackt die aktie zwischenzeitlich über 10% ab...derzeit nur noch 7,XX %...mal sehen ob ich was übersehen habe in der eile...
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Reports First Quarter 2005 Results
Monday May 9, 8:56 am ET
HSINCHU, Taiwan, May 9 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or "the Company") (Nasdaq: IMOS - News) today reported unaudited consolidated financial results as of and for the first quarter ended March 31, 2005.
ADVERTISEMENT
Revenue for the first quarter of 2005 was NT$3,340 million or US$106 million, an increase of 8% from NT$3,090 million or US$98 million for the same period in 2004 and a decrease of 9% from NT$3,679 million or US$117 million for the fourth quarter of 2004. (The above and following numbers are based on an exchange rate of NT$31.545 against US$1.00 as of March 31, 2005.)
On a consolidated basis, the gross margin for the first quarter of 2005 was 20%, compared to 36% for the same period in 2004 and 23% for the fourth quarter of 2004. The gross margin in the first quarter of 2005 and fourth quarter of 2004 was lower than in previous periods due to effect of the consolidation of the financial results of CHANTEK ELECTRONIC CO., LTD. ("Chantek") since April 1, 2004.
Net income for the first quarter of 2005 was NT$174 million or US$6 million, and NT$2.58 or US$0.08 per common share, compared to a net income of NT$539 million or US$17 million, and NT$9.03 or US$0.29 per common share, for the same period in 2004 and net income of NT$106 million or US$3 million, and NT$1.59 or US$0.05 per common share, for the fourth quarter of 2004.
The unaudited consolidated financial results of ChipMOS as of and for the first quarter ended March 31, 2005 included the financial results of ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC. , Chantek, Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp., while the unaudited consolidated financial results as of and for the first quarter ended March 31, 2004 did not include the financial results of Chantek.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "While our revenues were at the high end of prior guidance, our profitability was negatively impacted by a higher cost of revenue. Demand for memory testing remained high while demand for mixed-signal assembly and testing was lower. In addition, we continued to strategically reduce our turnkey business excluding our module business."
"We made several important announcements during the first quarter that we believe will help further strengthen our competitive position. In addition, we have recently reached the consensus to extend our contract with Himax Technologies Inc. ("Himax") until the end of 2008. Under the new contract, Himax has guaranteed it will shift more of its Tape-Carrier-Package/Chip-on- film ("TCP/COF") and Chip-On-Glass ("COG") business to ChipMOS. Separately, we have recently completed the sale by our 70.3% owned subsidiary, ChipMOS Taiwan of its ownership interest in FIRST SEMICONDUCTOR TECHNOLOGY, INC. ("FST") to FST."
S.K. Chen, Chief Financial Officer of ChipMOS, said, "We continued to execute our business and achieved above industry average profitability levels. Our gross margin for the first quarter ended March 31, 2005 remained strong at 20% primarily due to higher sales volumes and our ability to more efficiently leverage our cost structure. Our gross margin was partially offset by a higher cost of revenue and the effect of consolidating the financial results of Chantek. Total operating expenses in the first quarter of 2005 declined to US$8 million or 7% of revenue, compared to US$16 million or 14% of revenue in the prior fourth quarter, but increased compared to US$6 million or 7% of revenue in the first quarter of 2004. We also remained conservative in our capital expenditures ("CapEx"). CapEx spending for the first quarter of 2005 was US$32 million compared to US$76 million in the prior fourth quarter. We currently expect to maintain our conservative CapEx budget through 2005. Finally, our balance of cash and short-term investments was US$152 million at the end of the first quarter, giving us the liquidity necessary for our business operations. The sequential decline in our cash and short-term investments balance was due to our use of approximately US$81 million to repay bank loans and bonds in the first quarter."
Looking forward, Mr. S.J. Cheng, commented, "We are currently optimistic about the outlook for the second quarter of 2005 based on our business fundamentals, current market conditions, improved inventory levels and anticipated customer programs. We currently expect that improving business trends witnessed in the first quarter will continue into the second quarter, allowing us to return to revenue and profit growth. For the second quarter of 2005, we currently expect total net revenue will be in the range of US$115 million to US$119 million."
Investor Conference Call / Webcast Details
ChipMOS will review detailed first quarter 2005 results on Monday, May 9, 2005 at 7:00 PM EDT (7:00 AM, May 10, Taiwan time). The conference call-in number is 913-981-4901. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw. A replay of the call will be available approximately 3 hours after the conclusion of the conference call and will be accessible by dialing 719-457-0820 and at ChipMOS` website at http://www.chipmos.com.tw. The passcode for both the live call and the replay is 4863938.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS (http://www.chipmos.com.tw) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
CONTACT:
In Taiwan
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.,
+886-6-507-7712
s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
+646-536-7006
dpasquale@theruthgroup.com
nach dem einbruch gestern scheinen heute einige investoren wieder ihr hirn einzuschalten und greifen zu!wir sind wieder über 6$...anscheinend konnte der cc gestern abend die gemüter beruhigen. wenn ich es richtig verstanden habe sind währungsverluste der grund, warum der gewinn je aktie um 3 cent verfehlt wurde...so lange es keine fundamentalen gründe hat...der ausblick auf die folgenden quartale war auch recht gut...und die margen sollten bei steigenden umsätzen wieder anziehen!ich bleibe dabei...
imos zwischenzeitlich bei über 6,2$...es scheint richtig kauflust aufzukommen... wie ärgerlich für jene die gestern in panik verfallen sind!selbst schuld..
und das ganze bei mehr als 3-fach höheren volumen als es durchschnittlich der fall ist...
Hi amorphis, Du bist mein Lieblingsbörsenorakel. Was eigentlich ist der "cc".
Gruß Frank
Gruß Frank
Lieblingsbörsenorakel hoffe das ist nett gemeint...
"cc" steht für conference call...greez
"cc" steht für conference call...greez
Piper Jaffray Conference
Some highlights from slide presentation:
o Virtually no overlap with conventional "Big 4" SATS providers
o Product mix reflects focus on high-growth segments:
2004 Revenue
Memory Testing - 36.5%
Memory Assembly - 26.3%
Mixed-Signal Testing - 3.5%
Mixed-Signals Assemby - 4.4%
LCD Driver Testing & Assembly - 18.3%
Turnkey Services for Memory Semiconductors - 11.0
2004 Revenue: US$476.6 mm
o Positioned to Capture Gowth
Aim to maintain leadership by expanding operations in Shanghai
Long-term contract to 2009 with ProMOS, its largest customer
Technical expertise - ability to test DDR II DRAM and assemble 12# wafers
Equipment flexibility between DRAM and Flash
o LCD Driver and other FPD Driver Testing and Assembly Revenue
2001 - $4.1 mm
2002 - $31.5 mm
2003 - $53.4 mm
2004 - $87.2 mm
o Number of customers
2001 <50
2002 ~50
2003 ~75
2004 ~175
o New and Tier-1 Customers Reducing Concentration Risk fro 2005 & Beyond
Memory
------
Cypress
ISSI
Spansion
Hynix
Inotera
Micron
Powerchip
ProMOS
Samsung
SMIC
LCD
-----
DenMOS
Epson
Himax
Novatek
OKI
Sharp
Samsung
Toshiba
Solomon Systech
Sunplus
o Longterm contracts reducing excess capacity risk
L-T contracts accounted for 44.1% of current capacity
94.1% of LCD revenue was from L-T contracts
Shanghai Factory
memory assembly and test
Memory assembly test
--------------------
Current capacity 10
Phase I 3Q05 - 12
Phase II 2Q06 - 20
LCD Driver IC assembly test
---------------------------
Current capacity TCP/COF - 0
Phase I 3Q05 - 10
Phase II 2Q06 - 25
Current capacity COG - 0
Phase I 3Q05 - 5
Phase II 2Q06 - 10
Current capacity Gold Bumping - 0
Phase I 3Q05 - 9K Wafer
Phase II 2Q06 - 15K Wafer
Business in LCD Driver and Memory Testing quite strong and very stable
2nd half of year Shanghai factory will be coming on line. Customers shifting from DDR to DDR II at higher prices, resulting in higher revenues.
Some highlights from slide presentation:
o Virtually no overlap with conventional "Big 4" SATS providers
o Product mix reflects focus on high-growth segments:
2004 Revenue
Memory Testing - 36.5%
Memory Assembly - 26.3%
Mixed-Signal Testing - 3.5%
Mixed-Signals Assemby - 4.4%
LCD Driver Testing & Assembly - 18.3%
Turnkey Services for Memory Semiconductors - 11.0
2004 Revenue: US$476.6 mm
o Positioned to Capture Gowth
Aim to maintain leadership by expanding operations in Shanghai
Long-term contract to 2009 with ProMOS, its largest customer
Technical expertise - ability to test DDR II DRAM and assemble 12# wafers
Equipment flexibility between DRAM and Flash
o LCD Driver and other FPD Driver Testing and Assembly Revenue
2001 - $4.1 mm
2002 - $31.5 mm
2003 - $53.4 mm
2004 - $87.2 mm
o Number of customers
2001 <50
2002 ~50
2003 ~75
2004 ~175
o New and Tier-1 Customers Reducing Concentration Risk fro 2005 & Beyond
Memory
------
Cypress
ISSI
Spansion
Hynix
Inotera
Micron
Powerchip
ProMOS
Samsung
SMIC
LCD
-----
DenMOS
Epson
Himax
Novatek
OKI
Sharp
Samsung
Toshiba
Solomon Systech
Sunplus
o Longterm contracts reducing excess capacity risk
L-T contracts accounted for 44.1% of current capacity
94.1% of LCD revenue was from L-T contracts
Shanghai Factory
memory assembly and test
Memory assembly test
--------------------
Current capacity 10
Phase I 3Q05 - 12
Phase II 2Q06 - 20
LCD Driver IC assembly test
---------------------------
Current capacity TCP/COF - 0
Phase I 3Q05 - 10
Phase II 2Q06 - 25
Current capacity COG - 0
Phase I 3Q05 - 5
Phase II 2Q06 - 10
Current capacity Gold Bumping - 0
Phase I 3Q05 - 9K Wafer
Phase II 2Q06 - 15K Wafer
Business in LCD Driver and Memory Testing quite strong and very stable
2nd half of year Shanghai factory will be coming on line. Customers shifting from DDR to DDR II at higher prices, resulting in higher revenues.
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS AND Himax EXTEND LONG-TERM AGREEMENT
Thursday May 12, 8:00 am ET
HSINCHU, Taiwan, May 12 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), has extended its long-term agreement with Himax Technologies Inc. ("Himax") through 2008. The two companies have worked together since 2003.
Under the new contract, Himax has revised its future requirements of Tape-Carrier-Package/Chip-On-Film (``TCP/COF``) with significant increasing numbers of demand to ChipMOS and will shift additional percentage increases of Chip-On-Glass (``COG``) business to ChipMOS. ChipMOS Taiwan commits to reserving the required capacity for LCD Driver IC assembly and testing services for Himax until the end of 2008
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "Himax is a global leader in the LCD driver IC market and an important strategic customer to ChipMOS. We are pleased to extend our long-term, mutually beneficial relationship. We remain committed to providing the vertically integrated testing and assembly services that have made our relationship a success.``
About Himax Technologies Inc.
Himax is a fabless driver IC design company founded on June 12, 2001. Headquartered in Tainan (a city in southern Taiwan), Himax has branch offices in Hsinchu and Taipei, with technical support offices in Japan, Korea, and China. As of January 2005, Himax has approximately 350 employees, of which 75% are R&D personnel. Himax designs, develops, and markets complete driver IC solutions for various TFT-LCD applications, including handsets, digital still cameras (DSCs), camcorders, car navigators, portable DVD players, note book computers, monitors, and TVs, including gate drivers, source drivers, timing controllers, and operational amplifiers.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: pasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS AND Himax EXTEND LONG-TERM AGREEMENT
Thursday May 12, 8:00 am ET
HSINCHU, Taiwan, May 12 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), has extended its long-term agreement with Himax Technologies Inc. ("Himax") through 2008. The two companies have worked together since 2003.
Under the new contract, Himax has revised its future requirements of Tape-Carrier-Package/Chip-On-Film (``TCP/COF``) with significant increasing numbers of demand to ChipMOS and will shift additional percentage increases of Chip-On-Glass (``COG``) business to ChipMOS. ChipMOS Taiwan commits to reserving the required capacity for LCD Driver IC assembly and testing services for Himax until the end of 2008
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "Himax is a global leader in the LCD driver IC market and an important strategic customer to ChipMOS. We are pleased to extend our long-term, mutually beneficial relationship. We remain committed to providing the vertically integrated testing and assembly services that have made our relationship a success.``
About Himax Technologies Inc.
Himax is a fabless driver IC design company founded on June 12, 2001. Headquartered in Tainan (a city in southern Taiwan), Himax has branch offices in Hsinchu and Taipei, with technical support offices in Japan, Korea, and China. As of January 2005, Himax has approximately 350 employees, of which 75% are R&D personnel. Himax designs, develops, and markets complete driver IC solutions for various TFT-LCD applications, including handsets, digital still cameras (DSCs), camcorders, car navigators, portable DVD players, note book computers, monitors, and TVs, including gate drivers, source drivers, timing controllers, and operational amplifiers.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: pasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
april zahlen sind raus...sind ausgefallen wie erwartet!
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS REPORTS REVENUE FOR APRIL 2005
Thursday May 19, 8:00 am ET
HSINCHU, Taiwan, May 19 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the ``Company``) (Nasdaq: IMOS - News) today reported its unaudited consolidated revenue for the month of April 2005.
Revenue for the month of April 2005 was NT$1,193.2 million or US$38.2 million, a decrease of less then 1% from NT$1,195.3 million or US$38.2 million for the month of March 2005 and a decrease of 13% from NT$1,369.2 million or US$43.8 million for the same period in 2004. (All translations from NT dollars to U.S. dollars were made at the exchange rate of NT$31.27 against US$1.00 as of April 30, 2005.)
ChipMOS` April 2005 consolidated revenue included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS REPORTS REVENUE FOR APRIL 2005
Thursday May 19, 8:00 am ET
HSINCHU, Taiwan, May 19 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the ``Company``) (Nasdaq: IMOS - News) today reported its unaudited consolidated revenue for the month of April 2005.
Revenue for the month of April 2005 was NT$1,193.2 million or US$38.2 million, a decrease of less then 1% from NT$1,195.3 million or US$38.2 million for the month of March 2005 and a decrease of 13% from NT$1,369.2 million or US$43.8 million for the same period in 2004. (All translations from NT dollars to U.S. dollars were made at the exchange rate of NT$31.27 against US$1.00 as of April 30, 2005.)
ChipMOS` April 2005 consolidated revenue included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
--------------------------------------------------------------------------------
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
Is dat nun gut oder schlecht??
naja...was heißt gut oder schlecht?insofern schlecht...als das rückgang im umsatz nicht gerade der hammer ist...eine steigerung wäre gut gewesen...aber es war erwartet und auch so von der unternehmensführung kommuniziert worden!chipmos hat ausgelastete kapazitäten...und langfristige verträge...das bring sicherheit!fürs zweite halbjahr werden preissteigerungen im lcd bereich erwartet...vieles dürfte im 2. halbjahr besser laufen!
[posting]16.676.563 von amorphis am 21.05.05 15:33:50[/posting]Richtig. Aber nicht vergessen:
Im 2. Halbjahr kommen auch noch die neugebauten Fabriken hinzu, welche zusätzlichen Umsatz bringen werden!
Längerfristig ist hier einiges zu holen!
Im 2. Halbjahr kommen auch noch die neugebauten Fabriken hinzu, welche zusätzlichen Umsatz bringen werden!
Längerfristig ist hier einiges zu holen!
Ich möchte ja keinen beunruhigen, aber die 6 $ müssen halten. Da verläuft der Up-Trend....
Rein charttechnisch sollte die Konsolidierung jetzt bald um die 6,0$ beendet sein. Also wenn uns amorphis keine oder keine negativen Nachrichten beschert, dann kann man sogar übers Nachlegen nachdenken.
bis dato keinen schlechten news...habe selber auch ein paar nachgelegt...
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS TO PRESENT AT THE THOMAS WEISEL PARTNERS` GROWTH FORUM 7.0
Thursday June 2, 8:00 am ET
HSINCHU, Taiwan, June 2 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company") (Nasdaq: IMOS - News) today announced that the Company is scheduled to present at the Thomas Weisel Partners` Growth Forum 7.0 on June 13, 2005 in San Francisco. S. K. Chen, Chief Financial Officer, will be presenting.
Place: The Four Seasons Hotel, San Francisco
Date: Monday, June 13, 2005
Time: 3:50 p.m., PDT
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
vielleicht gibts ja morgen news...
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS TO PRESENT AT THE THOMAS WEISEL PARTNERS` GROWTH FORUM 7.0
Thursday June 2, 8:00 am ET
HSINCHU, Taiwan, June 2 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company") (Nasdaq: IMOS - News) today announced that the Company is scheduled to present at the Thomas Weisel Partners` Growth Forum 7.0 on June 13, 2005 in San Francisco. S. K. Chen, Chief Financial Officer, will be presenting.
Place: The Four Seasons Hotel, San Francisco
Date: Monday, June 13, 2005
Time: 3:50 p.m., PDT
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD.
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
vielleicht gibts ja morgen news...
Ich finde der Chart macht dass Ganze ganz gut deutlich:
Ganz schön zu sehen ist die sich stabilisierende Form im Chart!
Ganz schön zu sehen ist die sich stabilisierende Form im Chart!
Heut oder morgen gehts um die Wurst - da berührt Bollingerband den Chart. Die Stochastik ist ziemlich unten.
Mal sehen welche Richting IMOS einschlägt.
(Weiß leider nicht, wie man einen Chart hier reinkopiert.)
mfg. Frank
Mal sehen welche Richting IMOS einschlägt.
(Weiß leider nicht, wie man einen Chart hier reinkopiert.)
mfg. Frank
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS Announces NT$ One Billion Syndicated Loan Agreement
Tuesday June 7, 8:00 am ET
HSINCHU, Taiwan, June 7 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS``) (Nasdaq: IMOS - News) announced today that its 70.3% owned subsidiary, ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``), has signed a syndicated loan agreement with a bank syndicate consisting of six local banks in Taiwan. Mr. S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, together with representatives from the bank syndicate were present at the signing ceremony held in Hsinchu, Taiwan.
This four-year floating-rate loan agreement provides a NT$ one billion (approximately US$31.9 million) credit line to ChipMOS Taiwan. Taiwan Cooperative Bank is acting as the lead manager of the syndicate, and the five co-manager banks are Chang Hwa Bank, Hua Nan Commercial Bank, Ta Chong Bank, Shin Kong Bank and Fuhwa Bank. The proceeds of the loan will be used by ChipMOS Taiwan for working capital and general corporate purposes, and are currently intended to be used primarily in support of the company`s Taiwan operations.
``Our business strategies have weathered the challenges of the market downturn that started in 2001, which is evidenced by our current market competitiveness. Receipt of the syndicated loan is a positive recognition of our recent operating results and future prospects,`` said S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS. ``I would like to express my appreciation to Taiwan Cooperative Bank and the other five banks for their confidence in and support of ChipMOS.``
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers primarily in Taiwan, Japan and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
ChipMOS Announces NT$ One Billion Syndicated Loan Agreement
Tuesday June 7, 8:00 am ET
HSINCHU, Taiwan, June 7 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS``) (Nasdaq: IMOS - News) announced today that its 70.3% owned subsidiary, ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``), has signed a syndicated loan agreement with a bank syndicate consisting of six local banks in Taiwan. Mr. S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, together with representatives from the bank syndicate were present at the signing ceremony held in Hsinchu, Taiwan.
This four-year floating-rate loan agreement provides a NT$ one billion (approximately US$31.9 million) credit line to ChipMOS Taiwan. Taiwan Cooperative Bank is acting as the lead manager of the syndicate, and the five co-manager banks are Chang Hwa Bank, Hua Nan Commercial Bank, Ta Chong Bank, Shin Kong Bank and Fuhwa Bank. The proceeds of the loan will be used by ChipMOS Taiwan for working capital and general corporate purposes, and are currently intended to be used primarily in support of the company`s Taiwan operations.
``Our business strategies have weathered the challenges of the market downturn that started in 2001, which is evidenced by our current market competitiveness. Receipt of the syndicated loan is a positive recognition of our recent operating results and future prospects,`` said S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS. ``I would like to express my appreciation to Taiwan Cooperative Bank and the other five banks for their confidence in and support of ChipMOS.``
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers primarily in Taiwan, Japan and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Contact:
In Taiwan R.O.C.
Dr. S.K. Chen
ChipMOS TECHNOLOGIES (Bermuda) LTD
Tel: +886-6-507-7712
Email: s.k._chen@chipmos.com.tw
In the U.S.
David Pasquale
The Ruth Group
Tel: +1-646-536-7006
Email: dpasquale@theruthgroup.com
ChipMOS and IST plan packaging expansion
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Friday 10 June 2005]
ChipMOS Technologies recently announced it had signed a NT$1 billion (US$31.9 million) syndicated bank loan to fund its capacity expansion and testing equipment procurement, while rival International Semiconductor Technology (IST) has also scheduled LCD driver IC capacity expansion amid record-high shipments.
ChipMOS aims to boost its monthly memory packaging capacity, which utilizes FBGA (fine-pitch ball grid array) and TSOP (thin small outline package) technology, from 50 million units to 60 million by the end of the year. For LCD driver IC packaging, the company aims to raise its monthly packaging capacity for chip on film (COF) and tape carrier package (TCP) technology 18.42% to 45 million units during the same time frame.
For the testing sector, ChipMOS is scheduled to purchase five Advantest-made T5593 testers for DDR2 memory testing this year with two testers already onboard. Although the equipment maker may roll out its new T5588 tester to replace the T5593 for DDR2 testing, ChipMOS prefers the T5593 tester due to its relatively longer life cycle, company sources explained.
LCD driver IC packaging house IST reported its May revenues were up 25% on year at NT$380 million. Shipments for TCP, COF and chip on glass (COG) packaged LCD driver ICs had reached a record-high of 28.4 million units in May, and represented an on-month growth of 18%.
With IST enjoying full-utilization for its TCP, COF and COG packaging capacity, the company plans to expand its TCP and COF driver IC monthly capacity by two million units over the next two quarters. However, IST is currently not scheduling any capital-raising plans to finance its expansion, according to the company spokesman.
By year-end, the company’s TCP and COF monthly capacity should reach 24 million units.
For the COG sector, IST plans to raise its capacity by a million units per quarter and aims for a 12 million units monthly capacity by year-end.
www.digitimes.com
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Friday 10 June 2005]
ChipMOS Technologies recently announced it had signed a NT$1 billion (US$31.9 million) syndicated bank loan to fund its capacity expansion and testing equipment procurement, while rival International Semiconductor Technology (IST) has also scheduled LCD driver IC capacity expansion amid record-high shipments.
ChipMOS aims to boost its monthly memory packaging capacity, which utilizes FBGA (fine-pitch ball grid array) and TSOP (thin small outline package) technology, from 50 million units to 60 million by the end of the year. For LCD driver IC packaging, the company aims to raise its monthly packaging capacity for chip on film (COF) and tape carrier package (TCP) technology 18.42% to 45 million units during the same time frame.
For the testing sector, ChipMOS is scheduled to purchase five Advantest-made T5593 testers for DDR2 memory testing this year with two testers already onboard. Although the equipment maker may roll out its new T5588 tester to replace the T5593 for DDR2 testing, ChipMOS prefers the T5593 tester due to its relatively longer life cycle, company sources explained.
LCD driver IC packaging house IST reported its May revenues were up 25% on year at NT$380 million. Shipments for TCP, COF and chip on glass (COG) packaged LCD driver ICs had reached a record-high of 28.4 million units in May, and represented an on-month growth of 18%.
With IST enjoying full-utilization for its TCP, COF and COG packaging capacity, the company plans to expand its TCP and COF driver IC monthly capacity by two million units over the next two quarters. However, IST is currently not scheduling any capital-raising plans to finance its expansion, according to the company spokesman.
By year-end, the company’s TCP and COF monthly capacity should reach 24 million units.
For the COG sector, IST plans to raise its capacity by a million units per quarter and aims for a 12 million units monthly capacity by year-end.
www.digitimes.com
bald werden die zahlen für den monat mai vorliegen...soviel vorab...
CFO present at Thomas Weisel Partners
CFO OF CHIPMOS said he is confident that the second-quarter revenue to hit the high of its previous forecast and gross margin will be 25-26 percent.
high end of the previous forecast was revenues of $119M
CFO present at Thomas Weisel Partners
CFO OF CHIPMOS said he is confident that the second-quarter revenue to hit the high of its previous forecast and gross margin will be 25-26 percent.
high end of the previous forecast was revenues of $119M
der kürzlich erlangte kredit soll ja zur ausweitung der kapazitäten verwendet werden!grund könnte mit hoher wahrscheinlichkeit eine größere nachfrage seitens samsung sein...
dazu:
CFO said Samsung contract will come in Q3 during conference. IMOS had passed the qualification process. The reason we haven`t heard the order is because Samsung is in inventory correction earlier part of this year for DDR II. With Intel new chipset released 2nd half, DDR II demand will increase a lot. This is why IMOS could make big revenue increase @ 2nd half.
dazu:
CFO said Samsung contract will come in Q3 during conference. IMOS had passed the qualification process. The reason we haven`t heard the order is because Samsung is in inventory correction earlier part of this year for DDR II. With Intel new chipset released 2nd half, DDR II demand will increase a lot. This is why IMOS could make big revenue increase @ 2nd half.
[posting]16.886.763 von amorphis am 14.06.05 16:05:40[/posting]Na dann wollen wir mal hoffen, dass es eintrifft!
die vermutung mit samsung kann ich insofern unterstreichen...als das imos samsung ausdrücklich als den grund für die erweiterung der kap in der chinesischen version der adhoc (zum kredit) erwähnt...
kann mir gut vorstellen das imos bald wieder auf zu neuen höhen ist...
Tech News & Reviews
LCD TV shipments more than double
Sharp, Philips, Samsung, Sony leading producers
Updated: 8:43 a.m. ET June 14, 2005
AMSTERDAM - Global sales of flat panel TVs more than doubled in the first quarter to 3.15 million units, driven by significant price reductions supported by large cost savings in factories, a survey found on Tuesday.
advertisement
Shipments, although up 125 percent year-on-year, slipped slightly by 13 percent from the traditionally strong fourth quarter which benefits from Thanksgiving and Christmas holidays, market research group DisplaySearch said.
In the twelve months to the first quarter of 2005, prices for the majority of liquid crystal display (LCD) televisions with screen sizes 20 inches and larger fell by a minimum 20 percent, and up to 40 percent.
Revenue growth, up 141 percent at $4.1 billion in the first quarter, still outpaced unit growth because consumers opted for bigger sized flat TVs.
Europe remained the largest LCD TV region with a 41 percent share of the worldwide market, up from 38 percent in the fourth quarter. Japan remained the No 2 region with 26 percent.
Sharp from Japan remained the leading LCD TV producer with a 21 percent share, down from 21.9 percent. Philips from the Netherlands remained No. 2, although its unit share dropped to 10.9 percent from 14.7 percent.
Samsung from South Korea overtook Sony and nearly caught Philips for the No. 3 position with a 10.8 percent share. Sony claimed a 10 percent global market share.
Tech News & Reviews
LCD TV shipments more than double
Sharp, Philips, Samsung, Sony leading producers
Updated: 8:43 a.m. ET June 14, 2005
AMSTERDAM - Global sales of flat panel TVs more than doubled in the first quarter to 3.15 million units, driven by significant price reductions supported by large cost savings in factories, a survey found on Tuesday.
advertisement
Shipments, although up 125 percent year-on-year, slipped slightly by 13 percent from the traditionally strong fourth quarter which benefits from Thanksgiving and Christmas holidays, market research group DisplaySearch said.
In the twelve months to the first quarter of 2005, prices for the majority of liquid crystal display (LCD) televisions with screen sizes 20 inches and larger fell by a minimum 20 percent, and up to 40 percent.
Revenue growth, up 141 percent at $4.1 billion in the first quarter, still outpaced unit growth because consumers opted for bigger sized flat TVs.
Europe remained the largest LCD TV region with a 41 percent share of the worldwide market, up from 38 percent in the fourth quarter. Japan remained the No 2 region with 26 percent.
Sharp from Japan remained the leading LCD TV producer with a 21 percent share, down from 21.9 percent. Philips from the Netherlands remained No. 2, although its unit share dropped to 10.9 percent from 14.7 percent.
Samsung from South Korea overtook Sony and nearly caught Philips for the No. 3 position with a 10.8 percent share. Sony claimed a 10 percent global market share.
chipmos bei 6,39$...es geht vorwärts!
[posting]16.897.993 von amorphis am 15.06.05 18:33:51[/posting]Verstehst Du den Anstieg?
Da geht es Wochenlang seicht abwärts und dann steigt IMOS so stark. Mir kommt es langsam vor als ob IMOS genau gegen den Gesamtmarkt läuft....
Da geht es Wochenlang seicht abwärts und dann steigt IMOS so stark. Mir kommt es langsam vor als ob IMOS genau gegen den Gesamtmarkt läuft....
Wie im Chart von Nr. 109 zu sehen, sind wir wieder drinnen im Dreieck!
Wenn es auf ca. 6,50 bis 6,60 gehen sollte, geht es erst richtig ab, da dann der Downtrend überwunden wäre!
Wenn es auf ca. 6,50 bis 6,60 gehen sollte, geht es erst richtig ab, da dann der Downtrend überwunden wäre!
lies dir nochmal mein posting #114 durch...damit ist die unsicherheit raus...und die zeichen stehen gut...das imos dieses mal die erwartungen schlagen kann....was das quartal betrifft!
ulala!sehen wir diese woche noch die 7$ 6,45$
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS TAIWAN AND CHANTEK AGREE TO MERGE
Thursday June 16, 8:00 am ET
HSINCHU, Taiwan, June 16 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company") (Nasdaq: IMOS - News) today announced that ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), a subsidiary 70.3% owned by ChipMOS, and Chantek Electronic Co. Ltd. ("Chantek"), a subsidiary 68.0% owned by ChipMOS Taiwan, have agreed to merge in a stock-for stock transaction. The Board of Directors of each company has approved the agreement.
Under the terms of the merger agreement, Chantek will be delisted from the Taiwan GreTai market and merged into ChipMOS Taiwan, with ChipMOS Taiwan as the surviving entity. Chantek stock will be exchangeable for ChipMOS Taiwan stock at the ratio of 3.6 to 1. Shareholders of Chantek may elect to receive cash payment of NT$6.16 per Chantek share in lieu of shares of ChipMOS Taiwan. Shareholders of ChipMOS Taiwan who do not approve of the merger may elect to receive cash payments no greater than sum of the number of shares times the net book value per share as of March 31, 2005.
ChipMOS currently expects to close the merger on November 1, 2005.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said "This transaction is intended to increase the size of the combined company, lower its costs and increase its competitiveness in the market."
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services primarily to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
ChipMOS TAIWAN AND CHANTEK AGREE TO MERGE
Thursday June 16, 8:00 am ET
HSINCHU, Taiwan, June 16 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company") (Nasdaq: IMOS - News) today announced that ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), a subsidiary 70.3% owned by ChipMOS, and Chantek Electronic Co. Ltd. ("Chantek"), a subsidiary 68.0% owned by ChipMOS Taiwan, have agreed to merge in a stock-for stock transaction. The Board of Directors of each company has approved the agreement.
Under the terms of the merger agreement, Chantek will be delisted from the Taiwan GreTai market and merged into ChipMOS Taiwan, with ChipMOS Taiwan as the surviving entity. Chantek stock will be exchangeable for ChipMOS Taiwan stock at the ratio of 3.6 to 1. Shareholders of Chantek may elect to receive cash payment of NT$6.16 per Chantek share in lieu of shares of ChipMOS Taiwan. Shareholders of ChipMOS Taiwan who do not approve of the merger may elect to receive cash payments no greater than sum of the number of shares times the net book value per share as of March 31, 2005.
ChipMOS currently expects to close the merger on November 1, 2005.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said "This transaction is intended to increase the size of the combined company, lower its costs and increase its competitiveness in the market."
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services primarily to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC") and in the Company`s other filings with the SEC.
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS REPORTS REVENUE FOR MAY 2005
Friday June 17, 8:00 am ET
HSINCHU, Taiwan, June 17 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company``) (Nasdaq: IMOS - News) today reported its unaudited consolidated revenue for the month of May 2005.
Revenue for the month of May 2005 was NT$1,283.6 million or US$40.9 million, an increase of 8% from NT$1,193.2 million or US$38.1 million for the month of April 2005 and a decrease of 15% from NT$1,514.3 million or US$48.3 million for the same period in 2004. (All translations from NT dollars to U.S. dollars were made at the exchange rate of NT$31.355 against US$1.00 as of May 31, 2005.)
ChipMOS` May 2005 consolidated revenue included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp.
ChipMOS REPORTS REVENUE FOR MAY 2005
Friday June 17, 8:00 am ET
HSINCHU, Taiwan, June 17 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company``) (Nasdaq: IMOS - News) today reported its unaudited consolidated revenue for the month of May 2005.
Revenue for the month of May 2005 was NT$1,283.6 million or US$40.9 million, an increase of 8% from NT$1,193.2 million or US$38.1 million for the month of April 2005 and a decrease of 15% from NT$1,514.3 million or US$48.3 million for the same period in 2004. (All translations from NT dollars to U.S. dollars were made at the exchange rate of NT$31.355 against US$1.00 as of May 31, 2005.)
ChipMOS` May 2005 consolidated revenue included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS Far East Limited, ChipMOS Logic TECHNOLOGIES INC., CHANTEK ELECTRONIC CO., LTD., Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp.
also für den monat mai war das kein schlechtes ergebnis...alles in allem würde ich sagen hat imos nun das schlimmste überstanden...die margen sollten eher besser werden...an den kosten arbeitet man auch (siehe zusammenlegung von ChipMOS TAIWAN und CHANTEK)...zudem sieht die nachfrageseite sehr gut aus (siehe posting #118)...könnte ein sehr gutes 2. halbjahr werden...das wird sich dann auch im kurs niederschlagen!
aktuell stehen wir bei 6,6$...vom letzten tief sind wir also schon wieder gut 15% gestiegen...auf jahressicht sollte deutlich mehr drin sein....denke da so an kurse von mindestens 10$...sollte es noch nen kleinen hype geben...ist auch mehr drin...dann aber nicht vergessen gewinne mitzunehmen!
greez
aktuell stehen wir bei 6,6$...vom letzten tief sind wir also schon wieder gut 15% gestiegen...auf jahressicht sollte deutlich mehr drin sein....denke da so an kurse von mindestens 10$...sollte es noch nen kleinen hype geben...ist auch mehr drin...dann aber nicht vergessen gewinne mitzunehmen!
greez
vorab ich bin auch in chipmos investiert. was mir nur nicht ganz einleuchtet sind die steigenden kurse kurz vor und auch nach bekanntgabe des maiergebnisses, da doch der umsatz im vergleich zum mai 2004 um 15% gesunken ist, oder habe ich da was falsch verstanden ?
grüsse
carsten04
grüsse
carsten04
Sag mal amorphis, ist das Ergebnis des 1. Quartals wirklich als so gut zu bewerten oder ist da noch irgend was positives im Busch ?
Der Chart hat mühelos das Bollingerband nach durchbrochen, und das hat eigentlich immer einen triftigen Grund.
mfg. Frank
Der Chart hat mühelos das Bollingerband nach durchbrochen, und das hat eigentlich immer einen triftigen Grund.
mfg. Frank
@carsten...ist schon richtig wenn du bemerkst das der umsatz im vergleich zum vorjahr gesunken ist...aber das war längst im kurs eingepreist und erwartet...vom hoch ist der kurs von imos auch noch relativ weit weg oder?was zählt ist das imos die margen so langsam wieder im griff hat und das die gesamte branche vor einem aufschwung steht...
wichtig ist...imos hat langfristige verträge die einen großen teil ihrer kapazitäten ausmachen...dazu kommt das die kapazitäten erweitert werden und erweitert wurden...eine neue fabrik geht meiner meinung nach erst jetzt an den start...was sich dann in einem guten 2. halbjahr bemerkbar machen wird...
@patzer frank...ich weiß auch nicht ob was gutes im busch ist... rein von der logik her...würde ich sagen
1. chipmos kam jüngst nicht vom fleck, weil der markt darauf spekuliert hat, das chipmos die prognosen nicht einhalten kann...dementsprechend sind auch einige akteure short positioniert...bzw andere wiederum gar nicht investiert
2. das bild um die branche hellt sich langsam auf
3. chipmos hat auf die fallenden margen reagiert und schwerpunkte anders gesetzt...es können nun höhere margen erzielt werden
all das gepaart mit der aussicht auf einen billigen wert, der wachstum und gewinne aufweisen kann wird investoren die genau das suchen...wieder zurück ans board holen-ergo: wir sind hier aktuell auf immer noch recht niedrigem niveau...ich rechne fest mit 2 stelligen kursen in den nächsten 6 monaten!
wichtig ist...imos hat langfristige verträge die einen großen teil ihrer kapazitäten ausmachen...dazu kommt das die kapazitäten erweitert werden und erweitert wurden...eine neue fabrik geht meiner meinung nach erst jetzt an den start...was sich dann in einem guten 2. halbjahr bemerkbar machen wird...
@patzer frank...ich weiß auch nicht ob was gutes im busch ist... rein von der logik her...würde ich sagen
1. chipmos kam jüngst nicht vom fleck, weil der markt darauf spekuliert hat, das chipmos die prognosen nicht einhalten kann...dementsprechend sind auch einige akteure short positioniert...bzw andere wiederum gar nicht investiert
2. das bild um die branche hellt sich langsam auf
3. chipmos hat auf die fallenden margen reagiert und schwerpunkte anders gesetzt...es können nun höhere margen erzielt werden
all das gepaart mit der aussicht auf einen billigen wert, der wachstum und gewinne aufweisen kann wird investoren die genau das suchen...wieder zurück ans board holen-ergo: wir sind hier aktuell auf immer noch recht niedrigem niveau...ich rechne fest mit 2 stelligen kursen in den nächsten 6 monaten!
Shares of AChipMos Technologies (IMOS:Nasdaq - commentary - research) were up 3.9% after the semiconductor testing company said May revenue fell 15% from a year ago to $40.9 million. But that figure represented an 8% rise from April`s level. The stock closed up 25 cents to $6.65.
@amorphis...danke füe deine einschätzung. wenn dem so ist, werden wir wohl kurzfristig höhere kurse sehen. interessant wird auch sein was der merger bringt. wird hier ein board komplett gestrichen, um so personalkosten einzusparen ? interessant ist für mich auch die langfristige perspektive von imos. sollte hier bis 2006/2007 die 1 mrd. us$-umsatzgrenze geknackt werden und schaft man es sich möglichst breit aufzustellen, um nicht nur von einem, oder zwei grossen elektronikkonzernen abhängig zu sein, ja dann könnte es langfristig noch rchtig spannend werden.
grüsse
carsten04
grüsse
carsten04
Der europäische Halbleitersektor zeigt sich am Mittwoch mit Aufschlägen, was sich bei Infineon mit einem Plus von 1,3% auf 7,71 EUR bemerkbar macht.
Ein Teilnehmer verweist zur Begründung auf Berichte, wonach die Hersteller von DRAM-Speicherchips die Preise bald deutlich anheben werden. Daneben stütze die Hochstufung des Sektors durch Lehman Brothers vom Vortag weiter. Zudem habe Samsung von unerwartet starker Nachfrage nach Flash-Memories gesprochen.
Ein Teilnehmer verweist zur Begründung auf Berichte, wonach die Hersteller von DRAM-Speicherchips die Preise bald deutlich anheben werden. Daneben stütze die Hochstufung des Sektors durch Lehman Brothers vom Vortag weiter. Zudem habe Samsung von unerwartet starker Nachfrage nach Flash-Memories gesprochen.
Charttechnisch gefällt mir CHIPMOS z.Z. sehr gut:
Jetzt ist endlich auch charttechnisch Musik drinnen! Dieser lange Downtrend von 2004 wurde endlich überwunden:
Erst der Ausbruch Mitte Juni über 6,50 Dollar und dann der Test bei 6,30 Dollar vor ein paar Tagen, der den endgültigen Ausbruch markiert! Jetzt kann die Herbstrallye kommen!
Jetzt ist endlich auch charttechnisch Musik drinnen! Dieser lange Downtrend von 2004 wurde endlich überwunden:
Erst der Ausbruch Mitte Juni über 6,50 Dollar und dann der Test bei 6,30 Dollar vor ein paar Tagen, der den endgültigen Ausbruch markiert! Jetzt kann die Herbstrallye kommen!
fundamental sieht es nicht grad schlechter aus... abwarten...gehe jede wette ein...das bald mal wieder ein kleiner jump... nach oben ansteht...9$...wir kooooooommmen!
[posting]17.103.466 von amorphis am 01.07.05 17:34:30[/posting]Richtig, falls es mal über die 7,50 Dollar geht könnten wir ganz schnell die 9,50 wiedersehen!
Dazu benötigen wir jetzt noch den vorhergesagten Umsatzanstieg im 2. Halbjahr!
Dazu benötigen wir jetzt noch den vorhergesagten Umsatzanstieg im 2. Halbjahr!
bin mir sicher das wir den auch sehen werden!es deutet zumindest vieles drauf hin...sollte imos erstmal an fahrt gewinnen...und gute zahlen gepaart mit einem guten ausblick (dieser ist meiner meinung nach ebenso wichtig) vermeldet werden...dann sollte in den vordergrund rücken...das imos bewertungstechnisch...deutlich potential nach oben hat!bei einem guten 2. halbjahr...sind zum jahreswechsel weitaus höhere kurse drin...
news von heute: ++ RBC lifts ChipMos Tech price target to $11
bin gespannt was die woche noch bringen wird ...
bin gespannt was die woche noch bringen wird ...
[posting]17.153.253 von carsten04 am 06.07.05 15:47:41[/posting]Heute läuft der ganze Chipsektor gut! Texas Instruments hebt Gewinnprognosen an, und Intel und Texas Instruments werden von den Analysten positiv bewertet!
Jetzt heißen die nächsten Etappen 7,0 und 7,50!
Nur miese Quartalszahlen können uns jetzt noch den Spaß verderben. Günstig bewertet sind sie ja...
Jetzt heißen die nächsten Etappen 7,0 und 7,50!
Nur miese Quartalszahlen können uns jetzt noch den Spaß verderben. Günstig bewertet sind sie ja...
9:00am 07/06/05 [IMOS] RBC LIFTS CHIPMOS TECH PRICE TARGET TO $11
oh...das war jetzt doppelt...
dann müssen wir uns wohl noch ein wenig gedulden ... denke das juni-ergebnis kommt aber noch diesen monat
ChipMOS SCHEDULES SECOND QUARTER 2005 RESULTS CONFERENCE CALL ( )
HSINCHU, Taiwan, July 7, 2005 /Xinhua-PRNewswire-FirstCall via COMTEX/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) ( NASDAQ:IMOS) today announced that it will hold a conference call with investors and analysts at 7:00PM EST on August 18, 2005 to discuss its second quarter 2005 financial results and the management`s outlook for the third quarter 2005. The news release announcing the second quarter 2005 results will be disseminated after 4:00PM EST on August 18, 2005. The call may be accessed by dialing 1-201-689-8261. The playback will be available immediately after the conclusion of the conference call and will be accessible by dialing 1-201-612-7415. The account number to access the replay is 3055 and the confirmation ID number is 157831. The Company will also webcast the conference call live on its website http://www.chipmos.com.tw .
ChipMOS SCHEDULES SECOND QUARTER 2005 RESULTS CONFERENCE CALL ( )
HSINCHU, Taiwan, July 7, 2005 /Xinhua-PRNewswire-FirstCall via COMTEX/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) ( NASDAQ:IMOS) today announced that it will hold a conference call with investors and analysts at 7:00PM EST on August 18, 2005 to discuss its second quarter 2005 financial results and the management`s outlook for the third quarter 2005. The news release announcing the second quarter 2005 results will be disseminated after 4:00PM EST on August 18, 2005. The call may be accessed by dialing 1-201-689-8261. The playback will be available immediately after the conclusion of the conference call and will be accessible by dialing 1-201-612-7415. The account number to access the replay is 3055 and the confirmation ID number is 157831. The Company will also webcast the conference call live on its website http://www.chipmos.com.tw .
also...zumindest wissen wir schon einmal...das die margen wieder hoch gehen...
Analyst Stuart Muter of RBC Capital Markets reiterates his "outperform" rating on ChipMos Technologies (CHY.FSE), while raising his estimates for the company. The target price has been raised from $9 to $11.
In a research note published this morning, the analyst mentions that channel checks indicate that the company’s performance in June was robust, following a strong performance over the previous couple of months. The analysts expect the company to be able to achieve gross margins of 25.5% in Q2, as compared to the previously estimated 24.0%. The EPS estimates for Q2, 2005 and 2006 have been raised from $0.12 to $0.15, from $0.55 to $0.69 and from $0.72 to $0.88, respectively.
Analyst Stuart Muter of RBC Capital Markets reiterates his "outperform" rating on ChipMos Technologies (CHY.FSE), while raising his estimates for the company. The target price has been raised from $9 to $11.
In a research note published this morning, the analyst mentions that channel checks indicate that the company’s performance in June was robust, following a strong performance over the previous couple of months. The analysts expect the company to be able to achieve gross margins of 25.5% in Q2, as compared to the previously estimated 24.0%. The EPS estimates for Q2, 2005 and 2006 have been raised from $0.12 to $0.15, from $0.55 to $0.69 and from $0.72 to $0.88, respectively.
Jungs keine Sorge, wenn die Gewinne nach oben gehen, dann steigt auch wieder der Kurs. Ich sehe IMOS sowieso als langfristiges Investment.
Der Grund: Chipmos ist hervorragende aufgestellt!
1. Schulden, die in den letzten Jahren strikt abgebaut wurden! -> hohe EK-Quote!
2. Eine ordentliche Menge Cash zur Verfügung (107.1 Mio.), die weiteres Wachstum ermöglichen!
3. Gerade mal mit dem 1,4 fachen des Eigenkapitals bewertet!
4. Stetiges Investieren in neue Anlagen während der letzten Jahre (kein Ausruhen auf dem Erreichten erkennbar), was eine Umsatzsteigerung bei anspringen des Marktes zur Folge haben dürfte!
5. Sehr, sehr erfahrenes Managment!!!
6. Auch in eher schlechten Zeiten, wie momentan werden Gewinne gemacht, was für Halbleiterwerte nicht immer selbstverständlich ist! Zumal ordentliche, durchschnittliche Margen!
7. Präsenz in den Zukunftstechnologien (wie LCD), und nicht nur bei den herkömmlichen D-RAMS!
Und was meint ihr??!
Der Grund: Chipmos ist hervorragende aufgestellt!
1. Schulden, die in den letzten Jahren strikt abgebaut wurden! -> hohe EK-Quote!
2. Eine ordentliche Menge Cash zur Verfügung (107.1 Mio.), die weiteres Wachstum ermöglichen!
3. Gerade mal mit dem 1,4 fachen des Eigenkapitals bewertet!
4. Stetiges Investieren in neue Anlagen während der letzten Jahre (kein Ausruhen auf dem Erreichten erkennbar), was eine Umsatzsteigerung bei anspringen des Marktes zur Folge haben dürfte!
5. Sehr, sehr erfahrenes Managment!!!
6. Auch in eher schlechten Zeiten, wie momentan werden Gewinne gemacht, was für Halbleiterwerte nicht immer selbstverständlich ist! Zumal ordentliche, durchschnittliche Margen!
7. Präsenz in den Zukunftstechnologien (wie LCD), und nicht nur bei den herkömmlichen D-RAMS!
Und was meint ihr??!
strong buy meine ich...mit kursziel über 10$ zum jahresende!
Ist zwar schon vom 11.Mai, passt aber noch ganz gut:
Samsung erwartet im 2. Halbjahr wieder höhere DRAM-Nachfrage
SEOUL (Dow Jones-VWD)--Die Samsung Electronics Co, Seoul, erwartet im zweiten Halbjahr bei Speicherchips (DRAMs) wieder ein ausgewogenes Verhältnis zwischen Angebot und Nachfrage. Das Angebot werde begrenzt, da die Hersteller ihre Kapazität auf die 90-Nanometer-Technologie und auf andere Produkte umstellten, begründete das Unternehmen seine Einschätzung am Mittwoch. Auch werde die Nachfrage saisonal begründet wieder steigen.Seit Jahresbeginn sind die Preise für DRAM-Speicherchips wegen des höheren Angebots und der schwachen PC-Nachfrage um mehr als 40% gefallen.
Samsung erwartet im 2. Halbjahr wieder höhere DRAM-Nachfrage
SEOUL (Dow Jones-VWD)--Die Samsung Electronics Co, Seoul, erwartet im zweiten Halbjahr bei Speicherchips (DRAMs) wieder ein ausgewogenes Verhältnis zwischen Angebot und Nachfrage. Das Angebot werde begrenzt, da die Hersteller ihre Kapazität auf die 90-Nanometer-Technologie und auf andere Produkte umstellten, begründete das Unternehmen seine Einschätzung am Mittwoch. Auch werde die Nachfrage saisonal begründet wieder steigen.Seit Jahresbeginn sind die Preise für DRAM-Speicherchips wegen des höheren Angebots und der schwachen PC-Nachfrage um mehr als 40% gefallen.
23.06.2005 - 08:02 Uhr
Samsung: Preisschwankungen bei DRAM-Chips werden kleiner
SEOUL (Dow Jones-VWD)--Die Preisschwankungen am Markt für DRAM-Chips werden nach Einschätzung der Samsung Electronics Co, Seoul, dank der breit gestreuten Nachfrage nachlassen. Dies stellte das Unternehmen am Donnerstag in einer Präsentation auf einer Investorenkonferenz der UBS Korea in Aussicht. Angebot und Nachfrage dürften im zweiten Halbjahr weitgehend ausgeglichen sein, wiederholte Samsung Electronics eine Aussage von Mitte Mai. Dank der niedrigen Preise sei mit einer Steigerung der Nachfrage nach NAND-Chips für den Einsatz in MP3-Playern und Digitalkameras zu rechnen, hieß es weiter.
Samsung gehe davon aus, dass die Preise für diese Speicherchips in diesem Jahr um 40% bis 50% sinken werden. Im Bereich Flüssigkristallanzeigen erwartet Samsung nach eigenen Angaben in diesem und im kommenden Jahr einen deutlichen Anstieg der Kapazitäten. Gleichzeitig sei aber auch die Nachfrage weiter "gesund". Wachstumstreiber seien LCD-Fernsehgeräte.
Samsung: Preisschwankungen bei DRAM-Chips werden kleiner
SEOUL (Dow Jones-VWD)--Die Preisschwankungen am Markt für DRAM-Chips werden nach Einschätzung der Samsung Electronics Co, Seoul, dank der breit gestreuten Nachfrage nachlassen. Dies stellte das Unternehmen am Donnerstag in einer Präsentation auf einer Investorenkonferenz der UBS Korea in Aussicht. Angebot und Nachfrage dürften im zweiten Halbjahr weitgehend ausgeglichen sein, wiederholte Samsung Electronics eine Aussage von Mitte Mai. Dank der niedrigen Preise sei mit einer Steigerung der Nachfrage nach NAND-Chips für den Einsatz in MP3-Playern und Digitalkameras zu rechnen, hieß es weiter.
Samsung gehe davon aus, dass die Preise für diese Speicherchips in diesem Jahr um 40% bis 50% sinken werden. Im Bereich Flüssigkristallanzeigen erwartet Samsung nach eigenen Angaben in diesem und im kommenden Jahr einen deutlichen Anstieg der Kapazitäten. Gleichzeitig sei aber auch die Nachfrage weiter "gesund". Wachstumstreiber seien LCD-Fernsehgeräte.
Wie in http://www.shareholder.com/chipmos/downloads/factsheet.pdf nachzulesen besteht bei Chipmos der Umsatz zu 40% aus LCD, der andere kommt von der Memory Sparte!
Manchmal ist es ganz hilfreich auf die großen Player zu sehen:
Samsung Electronics buy
Die Analysten der Jyske Bank vergeben für die Aktie des Unternehmens Samsung Electronics (ISIN US7960502018/ WKN 881823) das Rating "buy".
Nachdem das Unternehmen in den letzten vier Quartalen im operativen Geschäft jeweils deutliche Rückschläge habe hinnehmen müsse, gehe man davon aus, dass im zweiten Quartal des laufenden Geschäftsjahres eine Stabilisierung eingetreten sei. Für das dritte Quartal und die anstehenden zwölf Monate sei nach Meinung der Analysten beim operativen Gewinn ein Anstieg im zweistelligen Bereich zu erwarten. Insbesondere der Umsatzanstieg im Segment "LCD-Bildschirme" sowie die Fortschritte im Mobilfunkbereich seien für den Umschwung verantwortlich.
Die neuen Handymodelle würden sich großer Beliebtheit erfreuen, zudem sei eine Verbesserung der zuletzt schwächelnden Speicherchip-Sparte zu erwarten . Der Anteil des Auslandsgeschäfts liege nahe dem Tiefpunkt der vergangenen Jahre bei 54%. Dementsprechend könne davon ausgegangen werden, dass hier in den kommenden Quartalen eine deutliche Ausweitung erfolgen werde.
Vor diesem Hintergrund lautet das Rating der Jyske Bank-Analysten für die Aktie des Unternehmens Samsung Electronics "buy".
Analyse-Datum: 24.06.2005
Samsung Electronics buy
Die Analysten der Jyske Bank vergeben für die Aktie des Unternehmens Samsung Electronics (ISIN US7960502018/ WKN 881823) das Rating "buy".
Nachdem das Unternehmen in den letzten vier Quartalen im operativen Geschäft jeweils deutliche Rückschläge habe hinnehmen müsse, gehe man davon aus, dass im zweiten Quartal des laufenden Geschäftsjahres eine Stabilisierung eingetreten sei. Für das dritte Quartal und die anstehenden zwölf Monate sei nach Meinung der Analysten beim operativen Gewinn ein Anstieg im zweistelligen Bereich zu erwarten. Insbesondere der Umsatzanstieg im Segment "LCD-Bildschirme" sowie die Fortschritte im Mobilfunkbereich seien für den Umschwung verantwortlich.
Die neuen Handymodelle würden sich großer Beliebtheit erfreuen, zudem sei eine Verbesserung der zuletzt schwächelnden Speicherchip-Sparte zu erwarten . Der Anteil des Auslandsgeschäfts liege nahe dem Tiefpunkt der vergangenen Jahre bei 54%. Dementsprechend könne davon ausgegangen werden, dass hier in den kommenden Quartalen eine deutliche Ausweitung erfolgen werde.
Vor diesem Hintergrund lautet das Rating der Jyske Bank-Analysten für die Aktie des Unternehmens Samsung Electronics "buy".
Analyse-Datum: 24.06.2005
Samsung Electronics overweight
Die Analysten von Morgan Stanley vergeben für die Aktie des Unternehmens Samsung Electronics (ISIN US7960502018/ WKN 881823) das Rating "overweight".
Der Aktienkurs habe die Entwicklung des KOSPI-Index in der Vergangenheit kontinuierlich übertroffen. Dies werde nach Meinung der Analysten auch im zweiten Halbjahr 2005 weiterhin der Fall sein. Zudem verspreche man sich Gewinne aus dem LCD-Geschäft. Diese Sparte habe bislang keine nennenswerten Gewinne eingebracht. Dies solle sich nun im Verlauf der zweiten Jahreshälfte ändern.
Das Kursziel für die Aktie sei von bislang 548.000 Won auf aktuell 560.000 Won angehoben worden. Der Ausblick für die koreanische Halbleiterbranche werde von den Analysten als attraktiv eingeschätzt. Die Investitionen der Vergangenheit würden sich inzwischen in Form einer besseren Kostenstruktur und der schnelleren Implementierung neuer Technologien auszahlen. Dies gelte insbesondere für Samsung Electronics. Die weltweit große Nachfrage nach Halbleiterspeichern stelle einen weiteren Pluspunkt für die koreanischen Hersteller dar.
Vor diesem Hintergrund lautet das Rating der Analysten von Morgan Stanley für die Aktie des Unternehmens Samsung Electronics "overweight".
Analyse-Datum: 01.07.2005
Die Analysten von Morgan Stanley vergeben für die Aktie des Unternehmens Samsung Electronics (ISIN US7960502018/ WKN 881823) das Rating "overweight".
Der Aktienkurs habe die Entwicklung des KOSPI-Index in der Vergangenheit kontinuierlich übertroffen. Dies werde nach Meinung der Analysten auch im zweiten Halbjahr 2005 weiterhin der Fall sein. Zudem verspreche man sich Gewinne aus dem LCD-Geschäft. Diese Sparte habe bislang keine nennenswerten Gewinne eingebracht. Dies solle sich nun im Verlauf der zweiten Jahreshälfte ändern.
Das Kursziel für die Aktie sei von bislang 548.000 Won auf aktuell 560.000 Won angehoben worden. Der Ausblick für die koreanische Halbleiterbranche werde von den Analysten als attraktiv eingeschätzt. Die Investitionen der Vergangenheit würden sich inzwischen in Form einer besseren Kostenstruktur und der schnelleren Implementierung neuer Technologien auszahlen. Dies gelte insbesondere für Samsung Electronics. Die weltweit große Nachfrage nach Halbleiterspeichern stelle einen weiteren Pluspunkt für die koreanischen Hersteller dar.
Vor diesem Hintergrund lautet das Rating der Analysten von Morgan Stanley für die Aktie des Unternehmens Samsung Electronics "overweight".
Analyse-Datum: 01.07.2005
Samsung Electronics buy
Die Analysten von Smith Barney Citigroup stufen die Aktie von Samsung Electronics (ISIN US7960502018/ WKN 881823) unverändert mit "buy" ein und bestätigen das Kursziel von 610.000 Won.
Die Analysten würden im zweiten Quartal einen operativen Gewinn von 1,67 Bio. Won erwarten. Im letzten Monat seien die Konsenserwartungen auf 1,64 bis 1,7 Bio. Won gestiegen.
Der operative Gewinn bei DRAM dürfte um 36% auf 401 Mrd. Won gefallen sein und bei NAND mit 615 Mrd. Won stabil geblieben sein. In der Handysparte dürfte der Absatz sequenziell ebenfalls stabil geblieben sein. Der Einheitenabsatz werde auf 24,3 bis 24,6 Mio. Stück geschätzt. Die operative Marge würden die Analysten bei 13% erwarten, was einem operativen Gewinn von 567 Mrd. Won entspreche. Im Bereich TFT-LCDs rechne man mit einem operativen Verlust 55 Mrd. Won.
Nach Ansicht der Analysten werde es bereits im dritten Quartal auf Grund verbesserter Bedingungen im DRAM-Bereich und höherer TFT-LCD Preise im Juli zu einem starken Turnaround bei der Gewinnentwicklung kommen. Der operative Gewinn sollte sequenziell um 16% auf 1,94 Bio. Won steigen.
Auch wenn die Aktie in den letzten zwei Monaten deutlich an Wert gewonnen habe, besitze die positive Einschätzung für Investoren mit einem Anlagehorizont von mehr als drei Monaten weiterhin Gültigkeit.
Vor diesem Hintergrund bleiben die Analysten von Smith Barney Citigroup bei ihrer Kaufempfehlung für die Aktie von Samsung Electronics.
Analyse-Datum: 08.07.2005
Fazit: ALLE gehen von einer besseren Zukunft im LCD und Memorybereich aus!
Die Analysten von Smith Barney Citigroup stufen die Aktie von Samsung Electronics (ISIN US7960502018/ WKN 881823) unverändert mit "buy" ein und bestätigen das Kursziel von 610.000 Won.
Die Analysten würden im zweiten Quartal einen operativen Gewinn von 1,67 Bio. Won erwarten. Im letzten Monat seien die Konsenserwartungen auf 1,64 bis 1,7 Bio. Won gestiegen.
Der operative Gewinn bei DRAM dürfte um 36% auf 401 Mrd. Won gefallen sein und bei NAND mit 615 Mrd. Won stabil geblieben sein. In der Handysparte dürfte der Absatz sequenziell ebenfalls stabil geblieben sein. Der Einheitenabsatz werde auf 24,3 bis 24,6 Mio. Stück geschätzt. Die operative Marge würden die Analysten bei 13% erwarten, was einem operativen Gewinn von 567 Mrd. Won entspreche. Im Bereich TFT-LCDs rechne man mit einem operativen Verlust 55 Mrd. Won.
Nach Ansicht der Analysten werde es bereits im dritten Quartal auf Grund verbesserter Bedingungen im DRAM-Bereich und höherer TFT-LCD Preise im Juli zu einem starken Turnaround bei der Gewinnentwicklung kommen. Der operative Gewinn sollte sequenziell um 16% auf 1,94 Bio. Won steigen.
Auch wenn die Aktie in den letzten zwei Monaten deutlich an Wert gewonnen habe, besitze die positive Einschätzung für Investoren mit einem Anlagehorizont von mehr als drei Monaten weiterhin Gültigkeit.
Vor diesem Hintergrund bleiben die Analysten von Smith Barney Citigroup bei ihrer Kaufempfehlung für die Aktie von Samsung Electronics.
Analyse-Datum: 08.07.2005
Fazit: ALLE gehen von einer besseren Zukunft im LCD und Memorybereich aus!
Es könnte einn goldener Herbst werden, wenn super Zahlen zum 3. Quartal im November kommen!!!
Deckt euch ein Jungs! Chipmos ist nur mit einem KGV 05e von 11 bewertet (Gewinnsteigerung erwartet) und mit dem 1,4-fachen des Buchwertes!
Außerdem sind sie nicht einmal mit dem generiereten Umsatz bewertet das P/S-Ratio liegt unter 1!
Im Branchenschnitt ist ein KGV von 15 allemal drinnen!
Mein Kursziel daraus: 10 Dollar noch dieses Jahr!
Deckt euch ein Jungs! Chipmos ist nur mit einem KGV 05e von 11 bewertet (Gewinnsteigerung erwartet) und mit dem 1,4-fachen des Buchwertes!
Außerdem sind sie nicht einmal mit dem generiereten Umsatz bewertet das P/S-Ratio liegt unter 1!
Im Branchenschnitt ist ein KGV von 15 allemal drinnen!
Mein Kursziel daraus: 10 Dollar noch dieses Jahr!
ChipMOS ANNOUNCES GRANT OF PATENT FOR DDRII DRAM SUBSTRATE-ON-CHIP PACKAGING TECHNOLOGY
7/13/2005 8:00:32 AM
HSINCHU, Taiwan, July 13, 2005 /Xinhua-PRNewswire-FirstCall via COMTEX/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or "the Company") (IMOS) today announced that ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), a subsidiary 70.3% owned by ChipMOS, has been granted an important new patent entitled "Substrate-On-Chip (SOC) Packaging Process" (Invention No. 207525) by the Intellectual Property Office of the Ministry of Economic Affairs of Taiwan. The Company has also been granted related patents in Taiwan (Utility Model No.193887), the United States (US 6,689,638) and China (ZL 01142244.0) for its SOC packaging technology in the past few years.
The newly granted patent includes claims relating to the SOC packaging process, including solvent coating, die attaching, curing, wire bonding, encapsulation and ball planting. ChipMOS` SOC packaging technology utilizes a layer of two-stage thermosetting mixture solvent on the substrate, instead of adhesive tape applied by the substrate manufacturer which had limited the number of qualified vendors. After the substrate is heated in order to remove the solvent, the thermosetting mixture becomes a B-stage dry adhesive film, which provides improved quality and yield with lowered costs. This technology is primarily used in Fine Pitch Ball Grid Array ("FBGA") packaging for DDRII DRAM as well as other flash memory products. ChipMOS began developing SOC packaging technology in 2000 and the technology has passed the qualification process and been adopted by some of the world`s leading integrated device manufacturers.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "This patent grant is an important milestone for our Company. We are now in position to further extend this technology to high performance memory products and better serve the needs of our customers. ChipMOS is strongly committed to develop new testing and assembly technology and we also welcome opportunities to enter into discussions with other companies who are interested in licensing our SOC packaging technology"
---
interessant finde ich die möglichkeit der lizensierung. ich denke chipmos wird noch ein spannendes jahr vor sich haben, vor allen wenn der ausblick auf q3 etwas besser als erwartet ausfallen sollte . . .
7/13/2005 8:00:32 AM
HSINCHU, Taiwan, July 13, 2005 /Xinhua-PRNewswire-FirstCall via COMTEX/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or "the Company") (IMOS) today announced that ChipMOS TECHNOLOGIES INC. ("ChipMOS Taiwan"), a subsidiary 70.3% owned by ChipMOS, has been granted an important new patent entitled "Substrate-On-Chip (SOC) Packaging Process" (Invention No. 207525) by the Intellectual Property Office of the Ministry of Economic Affairs of Taiwan. The Company has also been granted related patents in Taiwan (Utility Model No.193887), the United States (US 6,689,638) and China (ZL 01142244.0) for its SOC packaging technology in the past few years.
The newly granted patent includes claims relating to the SOC packaging process, including solvent coating, die attaching, curing, wire bonding, encapsulation and ball planting. ChipMOS` SOC packaging technology utilizes a layer of two-stage thermosetting mixture solvent on the substrate, instead of adhesive tape applied by the substrate manufacturer which had limited the number of qualified vendors. After the substrate is heated in order to remove the solvent, the thermosetting mixture becomes a B-stage dry adhesive film, which provides improved quality and yield with lowered costs. This technology is primarily used in Fine Pitch Ball Grid Array ("FBGA") packaging for DDRII DRAM as well as other flash memory products. ChipMOS began developing SOC packaging technology in 2000 and the technology has passed the qualification process and been adopted by some of the world`s leading integrated device manufacturers.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "This patent grant is an important milestone for our Company. We are now in position to further extend this technology to high performance memory products and better serve the needs of our customers. ChipMOS is strongly committed to develop new testing and assembly technology and we also welcome opportunities to enter into discussions with other companies who are interested in licensing our SOC packaging technology"
---
interessant finde ich die möglichkeit der lizensierung. ich denke chipmos wird noch ein spannendes jahr vor sich haben, vor allen wenn der ausblick auf q3 etwas besser als erwartet ausfallen sollte . . .
[posting]17.225.855 von carsten04 am 13.07.05 14:24:35[/posting]Du warst schneller!
Dazu wollte ich noch anfügen, dass für mich der ideale Ausstiegszeitpunkt bei Chipmos sein wird wenn sich DDRII gerade auf den Markt durchsetzt (eingeführt wurde es ja schon).
Wie sicher jeder weiß sind die Preise zu Beginn eines Lebenszykluses immer am höchsten und fallen dann im Laufe der Zeit -> Preisverfall!
Da zu jener Zeit auch die Gewinne am höchsten sein sollten, stellt dies den optimalen Ausstiegszeitpunkt für mich dar!
Ähnlich war es ja auch beim LCD-Bereich, wo jetzt schon wieder die Preise fallen! Optimal waren die Jahre 2003 und 2004. Siehe dazu auch die Kursentwicklung von Chipmos bis Januar 2004 unten!
Dazu wollte ich noch anfügen, dass für mich der ideale Ausstiegszeitpunkt bei Chipmos sein wird wenn sich DDRII gerade auf den Markt durchsetzt (eingeführt wurde es ja schon).
Wie sicher jeder weiß sind die Preise zu Beginn eines Lebenszykluses immer am höchsten und fallen dann im Laufe der Zeit -> Preisverfall!
Da zu jener Zeit auch die Gewinne am höchsten sein sollten, stellt dies den optimalen Ausstiegszeitpunkt für mich dar!
Ähnlich war es ja auch beim LCD-Bereich, wo jetzt schon wieder die Preise fallen! Optimal waren die Jahre 2003 und 2004. Siehe dazu auch die Kursentwicklung von Chipmos bis Januar 2004 unten!
Sieht doch ganz gut aus! Die 7,40 holen wir uns noch, dann könnte es erstmal Gewinnmitnahmen geben! Kursziel 10 Dollar diesen Winter!
vorsicht stochastic... ob das der optimale zeitpunkt sein wird...hm..naja... ich wage es zu bezweifeln...chipmos stellt diese doch nicht her....sondern liefert testing-services...oder?!wenn die mengen ausgeweitet werden fallen automatisch die preise....aber tun sie das bei chipmos?wenn ihre services mehr nachgefragt werden?wir kommen gerade aus einem tal...und ich sehe die nächste zeit...und ich meine damit auch das kommende jahr...sehr positiv...
[posting]17.227.929 von amorphis am 13.07.05 17:32:20[/posting]Natürlich stellen sie die Speicher nicht her....aber wenn mehr von jenem Speicher hergestlt wird, steigt ja auch die Nachfrage für IMOS zum Testen dieser Speicher.
wenn die mengen ausgeweitet werden fallen automatisch die preise.
Das ist nicht ganz korrekt....Du musst berücksichtigen, dass die Mengen ausgeweitet werden, weil eine größere Nachfrage besteht....ein Unternehmer investiert nur wenn er sich einen höheren Absatz erwartet....dabei dauert es einige Zeit bis Überkapazitäten aufgebaut wurden, die natürlich schädlich für den Preis sind, da das Angebot stärker zunimmt als die Nachfrage....bis dahin jedoch, also am Anfang des Lebenszykluses, herrschen generell höhere Preise....dies hat verschiedene Gründe, z.B. weil der Wettbewerb noch nicht so hoch ist, aber auch um die hohen F&E Kosten zu amortisieren....
Am leibsten wäre mir aber wenn die Gewinne ständig steigen!
wenn die mengen ausgeweitet werden fallen automatisch die preise.
Das ist nicht ganz korrekt....Du musst berücksichtigen, dass die Mengen ausgeweitet werden, weil eine größere Nachfrage besteht....ein Unternehmer investiert nur wenn er sich einen höheren Absatz erwartet....dabei dauert es einige Zeit bis Überkapazitäten aufgebaut wurden, die natürlich schädlich für den Preis sind, da das Angebot stärker zunimmt als die Nachfrage....bis dahin jedoch, also am Anfang des Lebenszykluses, herrschen generell höhere Preise....dies hat verschiedene Gründe, z.B. weil der Wettbewerb noch nicht so hoch ist, aber auch um die hohen F&E Kosten zu amortisieren....
Am leibsten wäre mir aber wenn die Gewinne ständig steigen!
Blöde Rechtschreibfehler!
Letzter Kurs: 7,36
Veränd. abs.: +0,245
Veränd. in %: +3,45%
Da kann man doch nicht meckern! Was Charttechnik doch so alles ausmachen kann!
Veränd. abs.: +0,245
Veränd. in %: +3,45%
Da kann man doch nicht meckern! Was Charttechnik doch so alles ausmachen kann!
stochastic...nicht die AH trades gesehen????
Pre-Market | After Hours Market Jul. 13, 2005 Market Close: $ 7.355
After Hours Trade Reporting Wednesday July 13
After Hours
Last: $7.99 After Hours
Best Bid: $7.43 After Hours
High: $8.23
After Hours
Volume: 14,100 After Hours
Best Ask: $7.75 After Hours
Low: $7.50
After Hours
Time (ET) After Hours
Price After Hours
Share Volume
16.32 $ 7.99 100
16.32 $ 7.50 700
16.32 $ 8 2000
16.32 $ 8 2000
16.32 $ 8.23 4100
16.32 $ 7.50 4000
16.32 $ 7.50 1000
16.32 $ 7.53 200
Pre-Market | After Hours Market Jul. 13, 2005 Market Close: $ 7.355
After Hours Trade Reporting Wednesday July 13
After Hours
Last: $7.99 After Hours
Best Bid: $7.43 After Hours
High: $8.23
After Hours
Volume: 14,100 After Hours
Best Ask: $7.75 After Hours
Low: $7.50
After Hours
Time (ET) After Hours
Price After Hours
Share Volume
16.32 $ 7.99 100
16.32 $ 7.50 700
16.32 $ 8 2000
16.32 $ 8 2000
16.32 $ 8.23 4100
16.32 $ 7.50 4000
16.32 $ 7.50 1000
16.32 $ 7.53 200
[posting]17.231.370 von amorphis am 14.07.05 00:59:42[/posting]Die hab ich in der Tat übersehen. Danke. Aber ob die so aussagekräftig sind, trotz eines Volumens von 100k? Keine Ahnung!
Sieht so aus als ob die starke Unterbewertung langsam abgebaut würde! Wie gesagt, der Marktschnitt für Werte in diesem Halbleitersegment (Equipment) liegt bei einem KGV von über 15, jeweils für das laufende Jahr!
Sieht so aus als ob die starke Unterbewertung langsam abgebaut würde! Wie gesagt, der Marktschnitt für Werte in diesem Halbleitersegment (Equipment) liegt bei einem KGV von über 15, jeweils für das laufende Jahr!
wie aussagekräftig diese waren wird sich zeigen...fakt ist...imos gewinnt an momentum!alles wird gut...
[posting]17.231.445 von amorphis am 14.07.05 01:44:39[/posting]Allright! A guts Nächtle wünsch ich Dir dann Du Nachtschwärmer!
[posting]17.231.468 von Stochastic am 14.07.05 02:17:16[/posting]nachtschwärmer.... man könnte fast meinen ich sitz in ner kneipe...oder lass die sau raus in nem geilen club... muss leider meine grauen zellen noch ein wenig anstrengen...
Tja ich sags ja nur ungern, aber ich tippe mal darauf dass Chipmos jetzt konsolidiert!
das glaube ich nicht... es sei denn du zählst ein paar tage verharren auf diesem niveau zu einer konsolidierung!
[posting]17.235.735 von amorphis am 14.07.05 13:34:20[/posting]Du könntest natürlich auch Recht haben. Infineon, Epcos, Elmos Semiconductor heute alle satt im Plus. Die Stimmung für Halbleiterwerte scheint gut zu sein im Moment!
das meine ich doch... und wenn sie erstmal läuft...
7,5$ hätten wir schonmal...
WOW über 1 Million in der ersten Viertelstunde umgesetzt!
das sieht doch sehr gut aus. ich denke wir werden bei freundlichem marktumfeld weiter leicht steigende kurse sehen, bis dann am 14.08. der conference call mit dem ausblick für q3 durch das management kommt. wenn der dann etwas besser ist als erwartet könnte es noch mal deutlich anziehen . . .
also...wir haben jetzt in einem monat etwa 30% gemacht...warum sollte imos jetzt aufhören zu laufen???mir scheint der großteil des marktes hat nicht mit einem so starken sommer gerechnet (allgemein gesehen-nicht auf imos bezogen) und war dementsprechend nicht positioniert!die kurse laufen aber so langsam davon...die nasdaq ist drauf und dran ein mehrjahreshoch zu markieren...es ist gar nicht mehr so lange hin...dann kommt der herbst....auch wenn ich den sommer bevorzuge... aber börsentechnisch kommen viele aus den ferien...auch die fondmanager.... auf jeden fall wird mehr volumen in den markt kommen...und das dürfte die kurse weiter treiben!sehe derzeit ein relativ positives szenario...was die finanzmärkte betrifft...niedrige zinsen...hohe liquidität...der dax im vergleich zu den small cabs (mdax, sdax) viel günstiger bewertet....die biotechs laufen...guckt euch den btk an im besonderen vphm (mein tip... )viele technologiewerte die gestärkt aus der krise gehen...neue märkte die erschlossen werden ...iptv,hdtv,alles was zum breitband-sektor gehört,apple mit seinem ipod...und dem ganzen mobile-media-player kram...neue trends die sich ausbilden...die preise im speichersektor ziehen langsam an...die nachfrage nach LCD tv steigt weiter...imos hat ausgelastete kapazitäten...den größten teil sogar langfristig...eine neue fabrik die an den start ging im 2. halbjahr....eine durchgeführte preiserhöhung für ihre services in diesem monat...by the way...wir stehen nahe der 7,70$...sind also über 4% im plus...den größten sprung haben wir gemacht...während ich hier schreibe....hm...also...ich bin nicht blind...und ich habe auch keine rosa-chipmos-brille auf...aber warum so bescheiden sein???chipmos verdient geld..und zwar gutes...sie sind günstig bewertet...wenn nicht sogar bewertungstechnis der top-pick in diesem sektor...die margen steigen langsam an...der markt in dem sich bewegt wird wächst...und steht vor weiter anhaltendem wachstum!zudem die hohe cash position...und der derzeitige ausblick von analysten lässt spielraum nach oben!ich sehe keine blase...kann mir zum jahreswechsel...bzw im 1.quartal 2006 neue höchstkurse bei imos vorstellen!a long way to go...wer hält dagegen?
@amorphis: hoffentlich behältst du recht. ich denke auch, dass noch eine menge potential in imos steckt. ob das jetzt heisst wir sehen in q1/06 10$, 14$ oder mehr hängt aber stark vom gesamtmarkt und von der ölpreisentwicklung ab. bei kursen von 70$ und mehr für ein barrel wird es langsam eng. solche kurse sind noch nicht eingepreist und es kann auch schnell wieder nach süden drehen. das sehe ich zwar z.z. ganz klar nicht, aber ich bin ein gebranntes kind und daher nicht mehr so schnell euphorisch. wenn es so kommt wie du sagst um so schöner .
ich bin nicht euphorisch...das ist meine derzeitige sicht...was ist wenn öl bei 70$ steht...daran denke ich noch nicht...dann werden die karten neu gemischt!wobei der markt sich an alles gewöhnen kann...auch an hohe ölpreise...erst waren es die 35$,dann die 40,dann die 50 und schliesslich die 60$ und mehr!für mich ist da derzeit auch eine menge euphorie hinter...allgemein im rohstoff-sektor...rechne eher mit leicht fallenden kursen im öl...was meinst du was passiert wenn die markteilnehmer realisieren das aktien günstig bewertet sind?viele ärgern sich nicht im markt zus ein...inzwischen ist eine gewisse dynamik im markt...
aufpassen muss man immer...
aufpassen muss man immer...
SK 7,53. Mehr wollte ich gar nicht. Der Widerstand bei 7,40 ist damit erstmal durch!
Aber als Bestätigung müsste dieser nochmal getestet werden in den nächsten Tagen!
Aber als Bestätigung müsste dieser nochmal getestet werden in den nächsten Tagen!
SK 7,53. Mehr wollte ich gar nicht. Der Widerstand bei 7,40 ist damit erstmal durch!
Aber als Bestätigung müsste dieser nochmal getestet werden in den nächsten Tagen!
Aber als Bestätigung müsste dieser nochmal getestet werden in den nächsten Tagen!
intraday durchaus möglich...ist heute im späteren handel ja auch passiert!morgen müßten die juni zahlen kommen...wobei der größte teil dieser schon bekannt ist-eine negative überraschung hätten wir am kurs gemerkt...deshalb spekuliere ich einfach mal auf ne kleine überraschung...zumindest auf nen sehr guten ausblick...das dürfte den wert so langsam aber sicher richtung 9-10$ treiben...
@amorphis: Ganz Deiner Meinung
Auch bei AMD sind die Zweitquartalszahlen überraschend gut ausgefallen. Statt eines Verlustes von 0,05 USD je Aktie hat der Chiphersteller einen Gewinn von 0,03 USD je Aktie ausgewiesen. Auch der Umsatz lag leicht über der Prognose. Nach Ansicht von Analysten sind die Zahlen Ausdruck der Erholung des Chipsektors.
Auch bei AMD sind die Zweitquartalszahlen überraschend gut ausgefallen. Statt eines Verlustes von 0,05 USD je Aktie hat der Chiphersteller einen Gewinn von 0,03 USD je Aktie ausgewiesen. Auch der Umsatz lag leicht über der Prognose. Nach Ansicht von Analysten sind die Zahlen Ausdruck der Erholung des Chipsektors.
Sieht doch noch ganz gut aus! Es überwiegen weiterhin die grünen Pfeile (Käufer)! Gewinnmitnahmen von ein paar großen haben den Kurs gedrückt!
ja...denke das war heute der test...heute also noch einmal intraday runter...evtl kommen wir heute noch in den grünen bereich...
[posting]17.250.685 von amorphis am 15.07.05 20:22:38[/posting]Ich denke nicht dass es nächste Woche so weitergehen wird.
Die BollingerBands sprechen eine andere Sprache. Danach ist erstmal Konsolidierung angesagt, im Idealfall seitwärts!
Das ändert aber nichts an der mittelfristig hervorragenden Chartsituation!
Die BollingerBands sprechen eine andere Sprache. Danach ist erstmal Konsolidierung angesagt, im Idealfall seitwärts!
Das ändert aber nichts an der mittelfristig hervorragenden Chartsituation!
sagte doch...spekuliere auf montag...auf eine überraschung und einen guten ausblick...dann interessieren den stock auch keine bollinger band`s... muss dazu sagen...das ich nicht so der fan von chartechnik bin...klar lese ich charts und ziehe meine schlüsse...aber ich studiere sie nicht...
40,4 Mio. Umsatz im Juni. Hatte mehr erwartet. Denke jetzt könnte IMOS erst mal konsolidieren. RSI ist eh überkauft....
also im yahoo board spricht man da eher von dem erreichen des "high end of outlook..."....?!glaube...was bei einer enttäuschung seitens chipmos kurzfristig passiert...das hätte anders ausgesehen...also...alles ok...
[posting]17.286.391 von amorphis am 20.07.05 16:17:20[/posting]Im Yahoo Borad wird noch schlimmer gepusht, wie hier!
Aber Reaktion des Marktes ist bisher o.k.!
Warten wir es ab, Halbleitermarktaussichten sollen ja besser werden, das behaupten zumindest alle "BigPlayer" von Intel bis Samsung! 10 Dollar Kursziel für diesen Börsenwinter!
Aber Reaktion des Marktes ist bisher o.k.!
Warten wir es ab, Halbleitermarktaussichten sollen ja besser werden, das behaupten zumindest alle "BigPlayer" von Intel bis Samsung! 10 Dollar Kursziel für diesen Börsenwinter!
da wird nicht schlimmer gepusht...was mir auffällt ist das die meißten amis auf jeden fall mehr ahnung vom markt haben...was strategien (trading etc) angeht...als die meißten aktionäre hierzulande...drüben herrscht eine 1000 mal bessere anlegermentalität!
Da muss ich Dir zustimmen. Die Yankees haben wirklich sehr viel mehr Ahnung von Finanzen/Börse.
Aber ich denke mal dass speziell hier bei WO sehr viele Neueinstieger bei der Börse sind, oft auch noch Schüler. Habe da mal was gelesen.
Anders ist es auch nicht zu erklären, dass hier so substanzlose Aktien wie Aqua Society und Ernergulf durch pushen hochgezockt werden können!
Aber ich denke mal dass speziell hier bei WO sehr viele Neueinstieger bei der Börse sind, oft auch noch Schüler. Habe da mal was gelesen.
Anders ist es auch nicht zu erklären, dass hier so substanzlose Aktien wie Aqua Society und Ernergulf durch pushen hochgezockt werden können!
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS AND Novatek EXTEND LONG-TERM AGREEMENT
Thursday July 21, 8:00 am ET
HSINCHU, Taiwan, July 21 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``), has extended its long-term agreement with Novatek Microelectronics Corp., Ltd. (``Novatek``) through 2008. The two companies have worked together since 2003.
Under the new contract, Novatek has revised its future requirements of Tape-Carrier-Package/Chip-On-Film (``TCP/COF``) with significant increasing numbers of demand to ChipMOS and will shift additional percentage increases of Chip-On-Glass (``COG``) business to ChipMOS. ChipMOS Taiwan commits to reserving the required capacity for LCD Driver IC assembly and testing services for Novatek until the end of 2008.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, ``Novatek is a global leader in the LCD driver IC market and an important strategic customer to ChipMOS. We are pleased to extend our long-term, mutually beneficial relationship. We remain committed to providing the vertically integrated testing and assembly services that have made our relationship a success.``
About Novatek Microelectronics Corp., Ltd.
Founded in May 1997 and formally known as UMC Commercial Product Division, Novatek specializes in the R&D, design, manufacture management, and sale services of ICs. It has since its inception been accurately capturing industry trends and actively engaging itself in product line transformation based on the philosophy of innovation, quality, and service, thereby successfully becoming an IC design house with display and image processing technologies as the axis. Its product range encompasses LCD driver and controller ICs, video display, commercial and IM products. In order to increase technological advantages and competitiveness, it has recently extended its field of expertise to encompass the digital video and digitized image sectors and is gradually shifting towards single chip solutions of high added value.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS AND Novatek EXTEND LONG-TERM AGREEMENT
Thursday July 21, 8:00 am ET
HSINCHU, Taiwan, July 21 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or ``the Company``) (Nasdaq: IMOS - News) announced today that its 70% owned subsidiary, ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``), has extended its long-term agreement with Novatek Microelectronics Corp., Ltd. (``Novatek``) through 2008. The two companies have worked together since 2003.
Under the new contract, Novatek has revised its future requirements of Tape-Carrier-Package/Chip-On-Film (``TCP/COF``) with significant increasing numbers of demand to ChipMOS and will shift additional percentage increases of Chip-On-Glass (``COG``) business to ChipMOS. ChipMOS Taiwan commits to reserving the required capacity for LCD Driver IC assembly and testing services for Novatek until the end of 2008.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, ``Novatek is a global leader in the LCD driver IC market and an important strategic customer to ChipMOS. We are pleased to extend our long-term, mutually beneficial relationship. We remain committed to providing the vertically integrated testing and assembly services that have made our relationship a success.``
About Novatek Microelectronics Corp., Ltd.
Founded in May 1997 and formally known as UMC Commercial Product Division, Novatek specializes in the R&D, design, manufacture management, and sale services of ICs. It has since its inception been accurately capturing industry trends and actively engaging itself in product line transformation based on the philosophy of innovation, quality, and service, thereby successfully becoming an IC design house with display and image processing technologies as the axis. Its product range encompasses LCD driver and controller ICs, video display, commercial and IM products. In order to increase technological advantages and competitiveness, it has recently extended its field of expertise to encompass the digital video and digitized image sectors and is gradually shifting towards single chip solutions of high added value.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS ( www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS TO PRESENT AT RBC 2005 NORTH AMERICAN TECHNOLOGY CONFERENCE
Thursday July 21, 8:20 am ET
HSINCHU, Taiwan, July 21 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or the ``Company``) (Nasdaq: IMOS - News) today announced that it is scheduled to present at the RBC 2005 North American Technology Conference on August 2, 2005 in San Francisco. S. K. Chen, Chief Financial Officer, will be presenting. A live webcast will be available through the Company`s website at www.chipmos.com.tw .
Place: The Four Seasons Hotel San Francisco, California
Date: Tuesday, August 2, 2005
Time: 9:35 a.m., PDT
Webcast Access: www.chipmos.com.tw
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers primarily in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS TO PRESENT AT RBC 2005 NORTH AMERICAN TECHNOLOGY CONFERENCE
Thursday July 21, 8:20 am ET
HSINCHU, Taiwan, July 21 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (``ChipMOS`` or the ``Company``) (Nasdaq: IMOS - News) today announced that it is scheduled to present at the RBC 2005 North American Technology Conference on August 2, 2005 in San Francisco. S. K. Chen, Chief Financial Officer, will be presenting. A live webcast will be available through the Company`s website at www.chipmos.com.tw .
Place: The Four Seasons Hotel San Francisco, California
Date: Tuesday, August 2, 2005
Time: 9:35 a.m., PDT
Webcast Access: www.chipmos.com.tw
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers primarily in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and in Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS TECHNOLOGIES Second Quarter 2005 Results Conference Call
Scheduled to start Thu, Aug 18, 2005, 7:00 pm Eastern
Scheduled to start Thu, Aug 18, 2005, 7:00 pm Eastern
Ich finde langsam sollte IMOS mal wieder steigen, um den Trend nicht zu gefährden!
ja...da haste recht...aber dat wird schon...
Lt.Charttechnik würde ich interpretieren, dass sich zwischen 6.50$ und 6.10$ sich ein Boden biltet. Wenn sich das so abzeichnet, bin ich wieder dabei. Die positive Gesamttendenz seit Januar wird sicherlich halten.
keine angst...alles wird gut...
mal ehrlich...das ist nur ein zacken nach unten...im langfristigen aufwärtstrend...
mal ehrlich...das ist nur ein zacken nach unten...im langfristigen aufwärtstrend...
Quelle: http://www.digitimes.com/news/a20050803A9050.html
ChipMOS may expand flash memory testing
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Friday 5 August 2005]
ChipMOS Technologies is looking to expand its flash memory testing capacity as it negotiates orders with a leading flash memory maker.
Sources had suggested that ChipMOS had already landed the flash chip probing orders and was expanding its flash probing capacity to 14 million units per month, but ChipMOS responded by saying that the orders are still being negotiated.
If the company does expand its capacity, it will utilize the Hsinchu base that it will acquire as part of its announced merger with subsidiary Chantek Electronic, according to a company executive. ChipMOS currently sub-contracts gold bumping to Chantek`s Hsinchu plant and this will continue after the merger is finalized, the company said.
For LCD driver IC testing and packaging, for which ChipMOS holds a strong market share, the company is reducing its capacity expansion plan upon a cautious outlook. Despite the cutback, monthly LCD driver IC capacity using tape carrier package (TCP) and chip on film (COF) technology will increase to 38 million chips per month in the fourth quarter, up from the current 35 million chips; chip on glass (COG) packaged LCD driver IC capacity will expand from the current 17 million chips to 23 million in the same period.
ChipMOS explained the reduced capacity ramp is not related to the rate at which orders are coming in, but the company is now taking a more conservative approach to capacity expansion. ChipMOS will expand its LCD driver IC capacity subject to more concrete forecasts from customers in the future.
Forecasting the sector outlook for this quarter, ChipMOS chairman and CEO SL Cheng indicated that strong foundry orders signaled a positive trend for testing and packaging vendors. Together with the traditional hot season impact, ChipMOS is confident about this quarter’s financial performance.
ChipMOS may expand flash memory testing
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Friday 5 August 2005]
ChipMOS Technologies is looking to expand its flash memory testing capacity as it negotiates orders with a leading flash memory maker.
Sources had suggested that ChipMOS had already landed the flash chip probing orders and was expanding its flash probing capacity to 14 million units per month, but ChipMOS responded by saying that the orders are still being negotiated.
If the company does expand its capacity, it will utilize the Hsinchu base that it will acquire as part of its announced merger with subsidiary Chantek Electronic, according to a company executive. ChipMOS currently sub-contracts gold bumping to Chantek`s Hsinchu plant and this will continue after the merger is finalized, the company said.
For LCD driver IC testing and packaging, for which ChipMOS holds a strong market share, the company is reducing its capacity expansion plan upon a cautious outlook. Despite the cutback, monthly LCD driver IC capacity using tape carrier package (TCP) and chip on film (COF) technology will increase to 38 million chips per month in the fourth quarter, up from the current 35 million chips; chip on glass (COG) packaged LCD driver IC capacity will expand from the current 17 million chips to 23 million in the same period.
ChipMOS explained the reduced capacity ramp is not related to the rate at which orders are coming in, but the company is now taking a more conservative approach to capacity expansion. ChipMOS will expand its LCD driver IC capacity subject to more concrete forecasts from customers in the future.
Forecasting the sector outlook for this quarter, ChipMOS chairman and CEO SL Cheng indicated that strong foundry orders signaled a positive trend for testing and packaging vendors. Together with the traditional hot season impact, ChipMOS is confident about this quarter’s financial performance.
Two ChipMOS affiliates merge
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Monday 8 August 2005]
Thailin Semiconductor announced that it will merge with ChipMOS Logic Technology, with Thailin being the surviving company, according to a filing with the Taiwan Stock Exchange (TSE). The move should help Thailin extend its presence from memory IC backend production to mixed signal IC and logic chip testing.
Both companies are ChipMOS Technologies affiliates. Thailin focuses on memory testing, including for DRAM, SDRAM and flash, with Powerchip Semiconductor Corporation (PSC), ProMOS Technologies and A-Data Technology being its main customers. ChipMOS Logic focuses on logic and mixed signal IC testing.
Under the merger plan, every 2.8 shares of ChipMOS Logic will be swapped for one Thailin share, with the merger taking effect on December 1, 2005. Thailin currently holds a 24% share of ChipMOS Logic and the company expects that the merger will help lower its production costs and enhance its competitiveness. Thailin will hold an investors conference during late September to further discuss a new share issue and board of director elections.
Although the ChipMOS group of companies currently focus on memory and driver IC testing, SJ Cheng, director of ChipMOS pointed out the group is looking at the potential of other IC sectors including LCD controller and frequency controller ICs.
http://www.digitimes.com/news/a20050808A2002.html
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Monday 8 August 2005]
Thailin Semiconductor announced that it will merge with ChipMOS Logic Technology, with Thailin being the surviving company, according to a filing with the Taiwan Stock Exchange (TSE). The move should help Thailin extend its presence from memory IC backend production to mixed signal IC and logic chip testing.
Both companies are ChipMOS Technologies affiliates. Thailin focuses on memory testing, including for DRAM, SDRAM and flash, with Powerchip Semiconductor Corporation (PSC), ProMOS Technologies and A-Data Technology being its main customers. ChipMOS Logic focuses on logic and mixed signal IC testing.
Under the merger plan, every 2.8 shares of ChipMOS Logic will be swapped for one Thailin share, with the merger taking effect on December 1, 2005. Thailin currently holds a 24% share of ChipMOS Logic and the company expects that the merger will help lower its production costs and enhance its competitiveness. Thailin will hold an investors conference during late September to further discuss a new share issue and board of director elections.
Although the ChipMOS group of companies currently focus on memory and driver IC testing, SJ Cheng, director of ChipMOS pointed out the group is looking at the potential of other IC sectors including LCD controller and frequency controller ICs.
http://www.digitimes.com/news/a20050808A2002.html
Testing and packaging prices for LCD driver ICs up 5-10% in 3Q
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Tuesday 9 August 2005]
With the TFT LCD panel segment facing a more positive outlook, LCD driver IC testing and packaging prices have increased this quarter, and the four leading LCD driver IC testing houses in Taiwan – Chipbond Technology, International Semiconductor Technology (IST), ChipMOS Technologies and Siliconware Precision Industries Ltd (SPIL) – were all running at full capacity in July.
The four players started negotiating prices with customers from June and some customers saw testing quotes increase 5-10% last month. In addition, packaging prices for LCD driver ICs that adopt tape carrier package (TCP) technology increased 5% since the start of the third quarter, according to source quoted by the Chinese-language Commercial Times report.
ChipMOS Technologies chairman and CEO SJ Cheng explained that a rebound in demand for LCD TV and small sized panels for handsets has stimulated the price ups.
In line with increased demand, IST estimates that its capacity is falling short of demand by 20% and the gap will grow to 30% by September. Chipbond predicted that tight supply will persist through year-end if additional capacity expansion is not undertaken.
Testing and packaging related equipment distributor, Spirox, has seen signs that equipment demand is rebounding, with the company’s July revenues up 60% sequentially at NT$605 million. The company stated that demand for end products such as handsets, DVDs and MP3 players are boosting utilization rates among testing and packaging houses.
http://www.digitimes.com/news/a20050809A9051.html
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Tuesday 9 August 2005]
With the TFT LCD panel segment facing a more positive outlook, LCD driver IC testing and packaging prices have increased this quarter, and the four leading LCD driver IC testing houses in Taiwan – Chipbond Technology, International Semiconductor Technology (IST), ChipMOS Technologies and Siliconware Precision Industries Ltd (SPIL) – were all running at full capacity in July.
The four players started negotiating prices with customers from June and some customers saw testing quotes increase 5-10% last month. In addition, packaging prices for LCD driver ICs that adopt tape carrier package (TCP) technology increased 5% since the start of the third quarter, according to source quoted by the Chinese-language Commercial Times report.
ChipMOS Technologies chairman and CEO SJ Cheng explained that a rebound in demand for LCD TV and small sized panels for handsets has stimulated the price ups.
In line with increased demand, IST estimates that its capacity is falling short of demand by 20% and the gap will grow to 30% by September. Chipbond predicted that tight supply will persist through year-end if additional capacity expansion is not undertaken.
Testing and packaging related equipment distributor, Spirox, has seen signs that equipment demand is rebounding, with the company’s July revenues up 60% sequentially at NT$605 million. The company stated that demand for end products such as handsets, DVDs and MP3 players are boosting utilization rates among testing and packaging houses.
http://www.digitimes.com/news/a20050809A9051.html
Na wird doch langsam. Der Widerstand zwischen 6 & 6.5$ scheint zu halten.
hab den anstieg heute leider nicht mitgemacht...bin vor 2 tagen auf diesem niveau etwa raus...und vphm dafür nachgekauft...werd aber bald wieder dabei sein...euch allen good luck!
ChipMOS lands NOR flash testing orders, may raise prices in 4Q
http://www.digitimes.com/news/a20050812A7041.html
http://www.digitimes.com/news/a20050812A7041.html
Hynix said to be increasing DRAM testing orders to Taiwan firms
http://www.digitimes.com/news/a20050811A9052.html
http://www.digitimes.com/news/a20050811A9052.html
ChipMos Technologies "sector outperform," price target reduced
Friday, August 12, 2005 8:40:35 AM ET
RBC Capital Markets
NEW YORK, August 12 (newratings.com) - In a research note published yesterday, analyst Stuart Muter of RBC Capital Markets maintains his "sector outperform" rating on ChipMos Technologies (CHY.FSE), while reducing his estimates for the company. The price target has been reduced from $11 to $9.
Friday, August 12, 2005 8:40:35 AM ET
RBC Capital Markets
NEW YORK, August 12 (newratings.com) - In a research note published yesterday, analyst Stuart Muter of RBC Capital Markets maintains his "sector outperform" rating on ChipMos Technologies (CHY.FSE), while reducing his estimates for the company. The price target has been reduced from $11 to $9.
UPGRADES & DOWNGRADES HISTORY
Date Research Firm Action From To
18-Aug-05 Friedman Billings Initiated Outperform
heute kommen die earnings...ich warte noch ab...evtl gehe ich dann wieder rein!
Date Research Firm Action From To
18-Aug-05 Friedman Billings Initiated Outperform
heute kommen die earnings...ich warte noch ab...evtl gehe ich dann wieder rein!
Press Release Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS REPORTS SECOND QUARTER 2005 RESULTS
Thursday August 18, 4:05 pm ET
HSINCHU, Taiwan, Aug. 18 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) today reported unaudited consolidated financial results for the second quarter ended June 30, 2005.
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Revenue for the second quarter of 2005 was NT$3,755 million or US$119 million, an increase of 12% from NT$3,340 million or US$106 million for the first quarter of 2005 and a decrease of 13% from NT$4,323 million or US$137 million for the same period in 2004. (All U.S. dollar figures in this release are based on an exchange rate of NT$31.62 against US$1.00 as of June 30, 2005.)
On a consolidated basis, the gross margin for the second quarter of 2005 was 25%, compared to 20% for the first quarter of 2005 and 27% for the same period in 2004.
Net income for the second quarter of 2005 was NT$75 million or US$2 million, and NT$1.11 or US$0.04 per common share, compared to net income of NT$174 million or US$6 million, and NT$2.58 or US$0.08 per common share, for the first quarter of 2005 and net income of NT$642 million or US$20 million, and NT$10.72 or US$0.34 per common share, for the same period in 2004. The decline in net income for the second quarter of 2005 from the same period in 2004 was primarily due to the increase in non-operating expenses and interest in bonuses paid by subsidiaries.
Non-operating expenses for the second quarter of 2005 were NT$256 million or US$8 million compared to NT$72 million or US$2 million in the first quarter of 2005 and NT$1 million or US$0.04 million for the same period in 2004. The increase in non-operating expenses for the second quarter of 2005 from the same period in 2004 was primarily due to NT$100 million or US$3 million impairment loss in respect of fixed assets of ChipMOS Logic TECHNOLOGIES INC. (``ChipMOS Logic``) and NT$148 million or US$5 million impairment loss on goodwill in respect of a long-term investment of ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``). These impairment losses were recognized in accordance with the Statement of Financial Accounting Standards of Republic of China No. 35 ``Accounting for Asset Impairment``, which became effective on January 1, 2005.
ChipMOS` interest in bonuses paid by subsidiaries increased to NT$127 million or US$4 million for the second quarter of 2005 compared to nil in the first quarter of 2005 and the same period in 2004, which primarily reflected the bonuses paid by ChipMOS Taiwan and ThaiLin Semiconductor Corp. (``ThaiLin``) to their respective employees, directors and supervisors.
Due to the impact that an impairment loss of fixed assets, an impairment loss on goodwill and interest in bonuses paid by subsidiaries for respective employees, directors and supervisors have had on ChipMOS` earnings per share - basic (``EPS - Basic") in the second quarter of 2005, the following table sets forth a basic earnings per common share (``Basic EPS``) measure excluding these impacts and a reconciliation to the EPS-Basic. ChipMOS` definition of Basic EPS may differ from that used by other companies.
3 months ended June 30
2005 2005
NTD / per USD / per
share share
EPS -- Basic 1.11 0.04
Impairment loss of fixed assets 1.48 0.04
Impairment loss on goodwill 2.19 0.07
Interest in bonuses paid by subsidiaries 1.88 0.06
Basic EPS excluding impairment loss of fixed
assets, impairment loss on goodwill and
interest in bonuses paid by subsidiaries 6.66 0.21
The unaudited consolidated financial results of ChipMOS for the second quarter ended June 30, 2005 included the financial results of ChipMOS Taiwan, ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS TECHNOLOGIES (H.K.) Limited, ChipMOS Logic, CHANTEK ELECTRONIC CO., LTD. (``Chantek``), Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "During the second quarter of 2005 our financial performance was encouraging as we returned to more normal growth levels and saw seasonally strong demand across most of our end markets. In addition, we benefited from the increased outsourcing of assembly and testing services, especially for LCD driver ICs and flash memories, which helped improve our overall product mix, capacity utilization and margins. In line with this trend, we were pleased to announce that Novatek Microelectronics, a global leader in the LCD driver IC market, extended its long-term agreement with ChipMOS Taiwan through 2008."
S.K. Chen, Chief Financial Officer of ChipMOS, said, ``For the second quarter of 2005, our gross margin was 25% due to improvement in capacity utilization and initiatives to increase efficiencies company wide. During this quarter, ChipMOS Taiwan and Chantek agreed to merge. In addition, ThaiLin and ChipMOS Logic have recently agreed to merge. These mergers will allow the combined companies to lower costs, increase their competitive positions in their respective markets and help simplify our corporate structure. We also remained conservative in our capital expenditures, which totaled US$44 million for the second quarter of 2005. Finally, our balance of cash and short-term investments was US$175 million at the end of the second quarter, giving us the liquidity necessary for our business operations.``
Looking forward, Cheng, commented, ``We are optimistic about our long-term prospects given expected growth in our target markets. Our niche focus on DDR and LCD drivers continues to differentiate us from our competitors. We continue to take a strategic approach to growth as we focus on maintaining above industry levels of profitability. We are well positioned as a leader in our target markets, with the long-term customer relationships that are key to our ongoing success. In the short-term, however, the transition from DDR to DDR II is expected to take longer than initially anticipated. Based on recent customer discussions and industry reports, we currently believe DDR II volumes will become more significant in 2006 instead of the fourth quarter of 2005 as we originally expected. As a result of the slower transition, we currently expect revenue for the full year 2005 will be approximately in the range of US$480 million to US$495 million, with gross margin on a consolidated basis approximately in the range of 22% to 24%. For the third quarter of 2005, we currently expect revenue will be approximately in the range of US$120 million to US$125 million, with gross margin on a consolidated basis approximately in the range of 22% to 24%.``
Investor Conference Call / Webcast Details
ChipMOS will review detailed second quarter 2005 results on Thursday, August 18, 2005 at 7:00 PM EDT (7:00 AM, August 19, Taiwan time). The conference call-in number is 201-689-8261. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw . The playback will be available immediately after the conclusion of the conference call and will be accessible by dialing 1-201-612-7415. The account number to access the replay is 3055 and the confirmation ID number is 157831.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT (UNAUDITED)
Figures in Millions of U.S. dollars (USD)(1)
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 6 months ended 3 months
June 30 June 30 ended
June 30
2005 2004 2005 2004 2005
USD USD USD USD USD
Net Revenue 118.8 136.7 224.4 234.4 118.8
Cost of Revenue 88.6 99.5 172.8 161.8 87.9
Gross Profits 30.2 37.2 51.6 72.6 30.9
Operating Expenses
R&D 1.8 2.1 3.9 4.4 1.8
M&S 0.9 1.3 1.6 1.8 0.9
G&A 5.8 6.0 10.7 9.6 14.4
Total Operating
Expenses 8.5 9.4 16.2 15.8 17.1
Income from
Operations 21.7 27.8 35.4 56.8 13.8
Other Expenses, Net (8.1) 0.0 (10.4) (0.3) (9.1)
Income before Income
Tax,
Minority Interests
and Interest in
Bonuses Paid by
Subsidiaries 13.6 27.8 25.0 56.5 4.7
Income Tax Expense (1.0) 3.8 (1.7) 1.4 0.4
Income before
Minority
Interests and
Interest in
Bonuses Paid by
Subsidiaries 12.6 31.6 23.3 57.9 5.1
Minority Interests (6.2) (12.2) (11.4) (21.4) (2.6)
Pre-acquisition
Earnings 0.0 0.9 0.0 0.9 0.0
Interest in Bonuses
Paid by Subsidiaries (4.0) 0.0 (4.0) 0.0 0.0
Net Income 2.4 20.3 7.9 37.4 2.5
Earnings Per Share
-Basic 0.04 0.34 0.12 0.63 0.04
Shares Outstanding
(`K)-Basic 67,460 59,863 67,412 59,811 67,460
Note (1): All U.S. dollar figures in this release are based on an
exchange rate of NT$31.62 against US$1.00 as of June 30, 2005.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT (UNAUDITED)
Figures in Millions of NT dollars
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 6 months ended 3 months
June 30 June 30 ended
June 30
2005 2004 2005 2004 2005
NTD NTD NTD NTD NTD
Net Revenue 3,755.3 4,323.1 7,094.8 7,412.8 3,755.3
Cost of Revenue 2,800.5 3,145.0 5,463.0 5,114.6 2,779.6
Gross Profits 954.8 1,178.1 1,631.8 2,298.2 975.7
Operating Expenses
R&D 55.5 67.9 122.8 140.5 55.5
M&S 28.4 41.7 50.1 55.9 28.4
G&A 185.6 187.6 341.2 303.9 455.4
Total Operating
Expenses 269.5 297.2 514.1 500.3 539.3
Income from
Operations 685.3 880.9 1,117.7 1,797.9 436.4
Other Expenses, Net (256.0) (1.2) (327.6) (12.4) (289.3)
Income before
Income Tax,
Minority Interests
and Interest in
Bonuses Paid by
Subsidiaries 429.3 879.7 790.1 1,785.5 147.1
Income Tax Expense (30.9) 121.4 (55.3) 43.8 12.4
Income before
Minority
Interests and
Interest in
Bonuses Paid by
Subsidiaries 398.4 1,001.1 734.8 1,829.3 159.5
Minority Interests (196.1) (387.0) (359.0) (675.8) (82.0)
Pre-acquisition
Earnings 0.0 27.7 0.0 27.7 0.0
Interest in
Bonuses Paid by
Subsidiaries (127.1) 0.0 (127.1) 0.0 0.0
Net Income 75.2 641.8 248.7 1,181.2 77.5
Earnings Per Share
-Basic 1.11 10.72 3.69 19.75 1.15
Shares Outstanding
(`K)-Basic 67,460 59,863 67,412 59,811 67,460
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of June 30, 2005
Figures in Millions of U.S. dollars (USD)(1)
ROC GAAP US GAAP
Jun-05 Dec-04 Jun-05 Dec-04
ASSETS USD USD USD USD
Cash & Cash Equivalents 112.6 153.4 112.6 153.4
Short Term Investments 62.2 89.6 62.3 89.8
Accounts and Notes
Receivable 114.9 107.5 114.9 107.5
Inventories 18.9 20.9 18.9 20.9
Other Current Assets 22.5 30.5 22.5 30.5
Total Current Assets 331.1 401.9 331.2 402.1
Long-term Investments 15.2 20.3 15.3 20.1
Property, Plant &
Equipment-Net 554.0 551.1 552.6 550.7
Intangible Assets 9.8 10.1 9.8 10.1
Other Assets 15.1 14.2 14.7 13.9
Total Assets 925.2 997.6 923.6 996.9
LIABILITIES
Current Liabilities 139.4 187.1 139.4 187.1
Long Term Liabilities 209.3 240.6 209.3 240.6
Other Liabilities 17.5 24.3 16.0 24.4
Total Liabilities 366.2 452.0 364.7 452.1
Minority Interests 229.7 224.3 230.0 224.3
SHAREHOLDERS` EQUITY
Capital Stock 0.7 0.7 0.7 0.7
Common Stock Option
Warrants 3.4 3.6 3.4 3.6
Deferred Compensation (1.0) (1.6) (1.0) (1.6)
Capital Surplus 286.0 288.2 274.0 276.0
Legal Surplus 5.9 5.9 5.9 5.9
Retained Earnings 42.2 31.4 53.8 42.9
Treasury
Stock-Subsidiaries (1.7) (0.8) (1.7) (0.8)
Cumulated Translation
Adjustment (6.2) (6.1) (6.2) (6.2)
Unrealized loss on
long-term investments -- -- -- --
Total Equity 329.3 321.3 328.9 320.5
Total Liabilities &
Shareholders` Equity 925.2 997.6 923.6 996.9
Note (1): All U.S. dollar figures in this release are based on an exchange
rate of NT$31.62 against US$1.00 as of June 30, 2005.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of June 30, 2005
Figures in Millions of NT dollars
ROC GAAP US GAAP
Jun-05 Dec-04 Jun-05 Dec-04
ASSETS NTD NTD NTD NTD
Cash & Cash Equivalents 3,561.0 4,849.1 3,561.0 4,849.1
Short Term Investments 1,966.4 2,832.6 1,968.8 2,839.5
Accounts and Notes
Receivable 3,633.4 3,399.4 3,633.4 3,399.4
Inventories 597.0 661.0 597.2 661.0
Other Current Assets 710.4 965.7 710.4 965.8
Total Current Assets 10,468.2 12,707.8 10,470.8 12,714.8
Long-term Investments 482.0 642.4 483.6 636.8
Property, Plant &
Equipment-Net 17,517.9 17,426.6 17,474.3 17,411.7
Intangible Assets 310.4 319.0 310.4 319.0
Other Assets 476.7 449.3 465.9 439.4
Total Assets 29,255.2 31,545.1 29,205.0 31,521.7
LIABILITIES
Current Liabilities 4,408.0 5,915.5 4,408.0 5,915.4
Long Term Liabilities 6,618.6 7,608.1 6,618.5 7,608.1
Other Liabilities 552.3 768.5 505.5 772.7
Total Liabilities 11,578.9 14,292.1 11,532.0 14,296.2
Minority Interests 7,262.3 7,092.5 7,273.0 7,092.9
SHAREHOLDERS` EQUITY
Capital Stock 22.2 22.1 22.2 22.1
Common Stock Option
Warrants 108.5 115.4 108.5 115.4
Deferred Compensation (32.0) (51.7) (32.0) (51.7)
Capital Surplus 9,044.6 9,113.3 8,663.6 8,726.6
Legal Surplus 187.4 187.4 187.4 187.4
Retained Earnings 1,333.1 993.5 1,698.5 1,355.5
Treasury
Stock-Subsidiaries (52.7) (25.5) (52.7) (25.5)
Cumulated Translation
Adjustment (195.8) (193.4) (195.8) (196.6)
Unrealized loss on
long-term investments (1.3) (0.6) 0.3 (0.6)
Total Equity 10,414.0 10,160.5 10,400.0 10,132.6
Total Liabilities &
Shareholders` Equity 29,255.2 31,545.1 29,205.0 31,521.7
Contact:
In Taiwan In the U.S.
Dr. S.K. Chen David Pasquale
ChipMOS TECHNOLOGIES (Bermuda) LTD. The Ruth Group
Tel: +886-6-507-7712 Tel: +1-646-536-7006
Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
ChipMOS REPORTS SECOND QUARTER 2005 RESULTS
Thursday August 18, 4:05 pm ET
HSINCHU, Taiwan, Aug. 18 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or ``the Company``) (Nasdaq: IMOS - News) today reported unaudited consolidated financial results for the second quarter ended June 30, 2005.
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Revenue for the second quarter of 2005 was NT$3,755 million or US$119 million, an increase of 12% from NT$3,340 million or US$106 million for the first quarter of 2005 and a decrease of 13% from NT$4,323 million or US$137 million for the same period in 2004. (All U.S. dollar figures in this release are based on an exchange rate of NT$31.62 against US$1.00 as of June 30, 2005.)
On a consolidated basis, the gross margin for the second quarter of 2005 was 25%, compared to 20% for the first quarter of 2005 and 27% for the same period in 2004.
Net income for the second quarter of 2005 was NT$75 million or US$2 million, and NT$1.11 or US$0.04 per common share, compared to net income of NT$174 million or US$6 million, and NT$2.58 or US$0.08 per common share, for the first quarter of 2005 and net income of NT$642 million or US$20 million, and NT$10.72 or US$0.34 per common share, for the same period in 2004. The decline in net income for the second quarter of 2005 from the same period in 2004 was primarily due to the increase in non-operating expenses and interest in bonuses paid by subsidiaries.
Non-operating expenses for the second quarter of 2005 were NT$256 million or US$8 million compared to NT$72 million or US$2 million in the first quarter of 2005 and NT$1 million or US$0.04 million for the same period in 2004. The increase in non-operating expenses for the second quarter of 2005 from the same period in 2004 was primarily due to NT$100 million or US$3 million impairment loss in respect of fixed assets of ChipMOS Logic TECHNOLOGIES INC. (``ChipMOS Logic``) and NT$148 million or US$5 million impairment loss on goodwill in respect of a long-term investment of ChipMOS TECHNOLOGIES INC. (``ChipMOS Taiwan``). These impairment losses were recognized in accordance with the Statement of Financial Accounting Standards of Republic of China No. 35 ``Accounting for Asset Impairment``, which became effective on January 1, 2005.
ChipMOS` interest in bonuses paid by subsidiaries increased to NT$127 million or US$4 million for the second quarter of 2005 compared to nil in the first quarter of 2005 and the same period in 2004, which primarily reflected the bonuses paid by ChipMOS Taiwan and ThaiLin Semiconductor Corp. (``ThaiLin``) to their respective employees, directors and supervisors.
Due to the impact that an impairment loss of fixed assets, an impairment loss on goodwill and interest in bonuses paid by subsidiaries for respective employees, directors and supervisors have had on ChipMOS` earnings per share - basic (``EPS - Basic") in the second quarter of 2005, the following table sets forth a basic earnings per common share (``Basic EPS``) measure excluding these impacts and a reconciliation to the EPS-Basic. ChipMOS` definition of Basic EPS may differ from that used by other companies.
3 months ended June 30
2005 2005
NTD / per USD / per
share share
EPS -- Basic 1.11 0.04
Impairment loss of fixed assets 1.48 0.04
Impairment loss on goodwill 2.19 0.07
Interest in bonuses paid by subsidiaries 1.88 0.06
Basic EPS excluding impairment loss of fixed
assets, impairment loss on goodwill and
interest in bonuses paid by subsidiaries 6.66 0.21
The unaudited consolidated financial results of ChipMOS for the second quarter ended June 30, 2005 included the financial results of ChipMOS Taiwan, ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS TECHNOLOGIES (H.K.) Limited, ChipMOS Logic, CHANTEK ELECTRONIC CO., LTD. (``Chantek``), Modern Mind Technology Limited and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, "During the second quarter of 2005 our financial performance was encouraging as we returned to more normal growth levels and saw seasonally strong demand across most of our end markets. In addition, we benefited from the increased outsourcing of assembly and testing services, especially for LCD driver ICs and flash memories, which helped improve our overall product mix, capacity utilization and margins. In line with this trend, we were pleased to announce that Novatek Microelectronics, a global leader in the LCD driver IC market, extended its long-term agreement with ChipMOS Taiwan through 2008."
S.K. Chen, Chief Financial Officer of ChipMOS, said, ``For the second quarter of 2005, our gross margin was 25% due to improvement in capacity utilization and initiatives to increase efficiencies company wide. During this quarter, ChipMOS Taiwan and Chantek agreed to merge. In addition, ThaiLin and ChipMOS Logic have recently agreed to merge. These mergers will allow the combined companies to lower costs, increase their competitive positions in their respective markets and help simplify our corporate structure. We also remained conservative in our capital expenditures, which totaled US$44 million for the second quarter of 2005. Finally, our balance of cash and short-term investments was US$175 million at the end of the second quarter, giving us the liquidity necessary for our business operations.``
Looking forward, Cheng, commented, ``We are optimistic about our long-term prospects given expected growth in our target markets. Our niche focus on DDR and LCD drivers continues to differentiate us from our competitors. We continue to take a strategic approach to growth as we focus on maintaining above industry levels of profitability. We are well positioned as a leader in our target markets, with the long-term customer relationships that are key to our ongoing success. In the short-term, however, the transition from DDR to DDR II is expected to take longer than initially anticipated. Based on recent customer discussions and industry reports, we currently believe DDR II volumes will become more significant in 2006 instead of the fourth quarter of 2005 as we originally expected. As a result of the slower transition, we currently expect revenue for the full year 2005 will be approximately in the range of US$480 million to US$495 million, with gross margin on a consolidated basis approximately in the range of 22% to 24%. For the third quarter of 2005, we currently expect revenue will be approximately in the range of US$120 million to US$125 million, with gross margin on a consolidated basis approximately in the range of 22% to 24%.``
Investor Conference Call / Webcast Details
ChipMOS will review detailed second quarter 2005 results on Thursday, August 18, 2005 at 7:00 PM EDT (7:00 AM, August 19, Taiwan time). The conference call-in number is 201-689-8261. A live webcast of the conference call will be available at ChipMOS` website at http://www.chipmos.com.tw . The playback will be available immediately after the conclusion of the conference call and will be accessible by dialing 1-201-612-7415. The account number to access the replay is 3055 and the confirmation ID number is 157831.
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as ``forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the ``SEC``) and in the Company`s other filings with the SEC.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT (UNAUDITED)
Figures in Millions of U.S. dollars (USD)(1)
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 6 months ended 3 months
June 30 June 30 ended
June 30
2005 2004 2005 2004 2005
USD USD USD USD USD
Net Revenue 118.8 136.7 224.4 234.4 118.8
Cost of Revenue 88.6 99.5 172.8 161.8 87.9
Gross Profits 30.2 37.2 51.6 72.6 30.9
Operating Expenses
R&D 1.8 2.1 3.9 4.4 1.8
M&S 0.9 1.3 1.6 1.8 0.9
G&A 5.8 6.0 10.7 9.6 14.4
Total Operating
Expenses 8.5 9.4 16.2 15.8 17.1
Income from
Operations 21.7 27.8 35.4 56.8 13.8
Other Expenses, Net (8.1) 0.0 (10.4) (0.3) (9.1)
Income before Income
Tax,
Minority Interests
and Interest in
Bonuses Paid by
Subsidiaries 13.6 27.8 25.0 56.5 4.7
Income Tax Expense (1.0) 3.8 (1.7) 1.4 0.4
Income before
Minority
Interests and
Interest in
Bonuses Paid by
Subsidiaries 12.6 31.6 23.3 57.9 5.1
Minority Interests (6.2) (12.2) (11.4) (21.4) (2.6)
Pre-acquisition
Earnings 0.0 0.9 0.0 0.9 0.0
Interest in Bonuses
Paid by Subsidiaries (4.0) 0.0 (4.0) 0.0 0.0
Net Income 2.4 20.3 7.9 37.4 2.5
Earnings Per Share
-Basic 0.04 0.34 0.12 0.63 0.04
Shares Outstanding
(`K)-Basic 67,460 59,863 67,412 59,811 67,460
Note (1): All U.S. dollar figures in this release are based on an
exchange rate of NT$31.62 against US$1.00 as of June 30, 2005.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED INCOME STATEMENT (UNAUDITED)
Figures in Millions of NT dollars
Except for Per Share Amounts and Shares Outstanding
ROC GAAP US GAAP
3 months ended 6 months ended 3 months
June 30 June 30 ended
June 30
2005 2004 2005 2004 2005
NTD NTD NTD NTD NTD
Net Revenue 3,755.3 4,323.1 7,094.8 7,412.8 3,755.3
Cost of Revenue 2,800.5 3,145.0 5,463.0 5,114.6 2,779.6
Gross Profits 954.8 1,178.1 1,631.8 2,298.2 975.7
Operating Expenses
R&D 55.5 67.9 122.8 140.5 55.5
M&S 28.4 41.7 50.1 55.9 28.4
G&A 185.6 187.6 341.2 303.9 455.4
Total Operating
Expenses 269.5 297.2 514.1 500.3 539.3
Income from
Operations 685.3 880.9 1,117.7 1,797.9 436.4
Other Expenses, Net (256.0) (1.2) (327.6) (12.4) (289.3)
Income before
Income Tax,
Minority Interests
and Interest in
Bonuses Paid by
Subsidiaries 429.3 879.7 790.1 1,785.5 147.1
Income Tax Expense (30.9) 121.4 (55.3) 43.8 12.4
Income before
Minority
Interests and
Interest in
Bonuses Paid by
Subsidiaries 398.4 1,001.1 734.8 1,829.3 159.5
Minority Interests (196.1) (387.0) (359.0) (675.8) (82.0)
Pre-acquisition
Earnings 0.0 27.7 0.0 27.7 0.0
Interest in
Bonuses Paid by
Subsidiaries (127.1) 0.0 (127.1) 0.0 0.0
Net Income 75.2 641.8 248.7 1,181.2 77.5
Earnings Per Share
-Basic 1.11 10.72 3.69 19.75 1.15
Shares Outstanding
(`K)-Basic 67,460 59,863 67,412 59,811 67,460
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of June 30, 2005
Figures in Millions of U.S. dollars (USD)(1)
ROC GAAP US GAAP
Jun-05 Dec-04 Jun-05 Dec-04
ASSETS USD USD USD USD
Cash & Cash Equivalents 112.6 153.4 112.6 153.4
Short Term Investments 62.2 89.6 62.3 89.8
Accounts and Notes
Receivable 114.9 107.5 114.9 107.5
Inventories 18.9 20.9 18.9 20.9
Other Current Assets 22.5 30.5 22.5 30.5
Total Current Assets 331.1 401.9 331.2 402.1
Long-term Investments 15.2 20.3 15.3 20.1
Property, Plant &
Equipment-Net 554.0 551.1 552.6 550.7
Intangible Assets 9.8 10.1 9.8 10.1
Other Assets 15.1 14.2 14.7 13.9
Total Assets 925.2 997.6 923.6 996.9
LIABILITIES
Current Liabilities 139.4 187.1 139.4 187.1
Long Term Liabilities 209.3 240.6 209.3 240.6
Other Liabilities 17.5 24.3 16.0 24.4
Total Liabilities 366.2 452.0 364.7 452.1
Minority Interests 229.7 224.3 230.0 224.3
SHAREHOLDERS` EQUITY
Capital Stock 0.7 0.7 0.7 0.7
Common Stock Option
Warrants 3.4 3.6 3.4 3.6
Deferred Compensation (1.0) (1.6) (1.0) (1.6)
Capital Surplus 286.0 288.2 274.0 276.0
Legal Surplus 5.9 5.9 5.9 5.9
Retained Earnings 42.2 31.4 53.8 42.9
Treasury
Stock-Subsidiaries (1.7) (0.8) (1.7) (0.8)
Cumulated Translation
Adjustment (6.2) (6.1) (6.2) (6.2)
Unrealized loss on
long-term investments -- -- -- --
Total Equity 329.3 321.3 328.9 320.5
Total Liabilities &
Shareholders` Equity 925.2 997.6 923.6 996.9
Note (1): All U.S. dollar figures in this release are based on an exchange
rate of NT$31.62 against US$1.00 as of June 30, 2005.
ChipMOS TECHNOLOGIES (Bermuda) LTD.
CONSOLIDATED BALANCE SHEET (UNAUDITED)
As of June 30, 2005
Figures in Millions of NT dollars
ROC GAAP US GAAP
Jun-05 Dec-04 Jun-05 Dec-04
ASSETS NTD NTD NTD NTD
Cash & Cash Equivalents 3,561.0 4,849.1 3,561.0 4,849.1
Short Term Investments 1,966.4 2,832.6 1,968.8 2,839.5
Accounts and Notes
Receivable 3,633.4 3,399.4 3,633.4 3,399.4
Inventories 597.0 661.0 597.2 661.0
Other Current Assets 710.4 965.7 710.4 965.8
Total Current Assets 10,468.2 12,707.8 10,470.8 12,714.8
Long-term Investments 482.0 642.4 483.6 636.8
Property, Plant &
Equipment-Net 17,517.9 17,426.6 17,474.3 17,411.7
Intangible Assets 310.4 319.0 310.4 319.0
Other Assets 476.7 449.3 465.9 439.4
Total Assets 29,255.2 31,545.1 29,205.0 31,521.7
LIABILITIES
Current Liabilities 4,408.0 5,915.5 4,408.0 5,915.4
Long Term Liabilities 6,618.6 7,608.1 6,618.5 7,608.1
Other Liabilities 552.3 768.5 505.5 772.7
Total Liabilities 11,578.9 14,292.1 11,532.0 14,296.2
Minority Interests 7,262.3 7,092.5 7,273.0 7,092.9
SHAREHOLDERS` EQUITY
Capital Stock 22.2 22.1 22.2 22.1
Common Stock Option
Warrants 108.5 115.4 108.5 115.4
Deferred Compensation (32.0) (51.7) (32.0) (51.7)
Capital Surplus 9,044.6 9,113.3 8,663.6 8,726.6
Legal Surplus 187.4 187.4 187.4 187.4
Retained Earnings 1,333.1 993.5 1,698.5 1,355.5
Treasury
Stock-Subsidiaries (52.7) (25.5) (52.7) (25.5)
Cumulated Translation
Adjustment (195.8) (193.4) (195.8) (196.6)
Unrealized loss on
long-term investments (1.3) (0.6) 0.3 (0.6)
Total Equity 10,414.0 10,160.5 10,400.0 10,132.6
Total Liabilities &
Shareholders` Equity 29,255.2 31,545.1 29,205.0 31,521.7
Contact:
In Taiwan In the U.S.
Dr. S.K. Chen David Pasquale
ChipMOS TECHNOLOGIES (Bermuda) LTD. The Ruth Group
Tel: +886-6-507-7712 Tel: +1-646-536-7006
Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
Source: ChipMOS TECHNOLOGIES (Bermuda) LTD.
bleibe erstmal draussen...hätte bessere zahlen erwartet!
hm...imos weiß noch nicht so recht wo sie hinwollen...mir fehlt so ein wenig die initialzündung um reinzugehen...oder eben ein einbruch in die 5$ region...solange nix passiert, sehe ich keinen handlungsbedarf!bin froh imos in vphm getauscht zu haben...die sind seitdem fast 50% up!
bin mir sicher das imos ein guter wert ist...und zur langfristigen anlage sicher sehr gut geeignet ist...aber ich bin vom bisherigen kursverlauf ziemlich überrascht!
konnte zwar ca. 28% mit meinen imos-shares verdienen...aber ich verstehe nicht warum eine comp die gutes geld verdient, keine schulden hat sowie genügend cash...mit einem kgv unter 10 bewertet wird!wer hilft mir auf die sprünge?was macht ihr derzeit mit imos?
bin mir sicher das imos ein guter wert ist...und zur langfristigen anlage sicher sehr gut geeignet ist...aber ich bin vom bisherigen kursverlauf ziemlich überrascht!
konnte zwar ca. 28% mit meinen imos-shares verdienen...aber ich verstehe nicht warum eine comp die gutes geld verdient, keine schulden hat sowie genügend cash...mit einem kgv unter 10 bewertet wird!wer hilft mir auf die sprünge?was macht ihr derzeit mit imos?
[posting]17.645.789 von amorphis am 22.08.05 20:28:04[/posting]Was dem IMOS Kurs fehlt sind gute Zahlen als Initialzündung! IMOS ist in meine Augen auch Top aufgestellt, nur haben die kein einstelliges KGV dieses Jahr...der Gewinn wird wohl geringer ausfallen, der Kurs hat es mal wie immer vorweggenommen ....nichts destotrotz sollte mit dem 2. Halbjahr jedoch spätestens 2006 die Wende kommen....nicht nur für IMOS sondern für den ganzen Halbleitersektor in 2006....meiner Ansicht steht der Halbleitermarkt vor einer nachhaltigen Erholung, wo ich IMOS trotz des Gewinneinbruchs für eine gute Wahl halte, weil in Wachstumsbranchen Top aufgestellt sind. Die sind eben im Vergleich immer noch günstiger und die sitzen mit China + Taiwan an der Quelle!
Aber VPHM ist natürlich Klasse!
Aber VPHM ist natürlich Klasse!
http://www.digitimes.com/news/a20050822A8049.html
Q&A with ChipMOS chairman: LCD driver IC testing and packaging ASPs to grow 5-15% in 2H 2005
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Tuesday 23 August 2005]
The leading Taiwan-based LCD driver IC testing and packaging house, ChipMOS Technologies, is confident that the market’s bullish outlook will persist through the end of the year, with average selling prices (ASPs) rising 5-15% in the second half of this year. DigiTimes interviewed company chairman SJ Cheng about the industry’s recent rebound.
Q: Could you briefly outline the market’s trend this year?
: Due to aggressive capacity expansion in the IC testing and packaging industry, the year started with over-capacity, which did not ease until June, when demand started to pick up. However, with a pickup in demand the industry saw tight wafer and chip on film (COF)-use IC substrate supply in July, though tight supply has eased a bit starting this month.
Q: How long do you think this wave of demand will persist?
A: Demand will continue building as panel makers’ ramp output at their fifth-generation (5G) and above fabs. Ordering amounts are currently much better than we landed before.
For supply, except for ChipMOS, no firm is expected to significantly expand capacity in the second half of this year. By the end of 2005, we expect ChipMOS will attain a total monthly capacity for packaging COF and tape carrier package (TCP) LCD driver ICs at 43 million to 45 million chips.
Q: Will ChipMOS’ expansion plan lead to potential oversupply?
A: We are expanding with caution. All scheduled new capacity has been agreed upon with our customers and our expansion will not draw any potential oversupply concern.
Q: How long will do you think the present full capacity levels recorded among players will persist?
A: Full capacity should persist through Christmas. However, the LCD panel inventory levels at the retail market and panel makers in October will serve as an index for the period.
Q: How about price trends?
A: I do not rule out the possibility of a 5-15% raise in testing and packaging ASPs in the second half of this year, which only means that ASPs will return to the normal levels recorded before the massive price cuts in 2004.
Q: How about your breakdown between TCP and COF driver IC production?
A: The ratio of TCP and COF packaged driver ICs is split 35:65 currently, which represents a significant change from the 95:5 recorded in previous years. Under the migration to COF technology, chip probing and final test equipment are no longer capable to perform testing jobs as before, so we have made investments in that area.
However, the Taiwan market is also seeing investment in TCP technology. With Japanese vendors beginning to focus on COF production, more TCP orders are gradually being outsourced to Taiwan, which is driving the equipment expansion. ChipMOS will also expand its chip probing and gold bumping capacity accordingly.
This interview was translated from Chinese
ChipMOS chairman, SJ Cheng
Photo: Allen Lin, DigiTimes.
Q&A with ChipMOS chairman: LCD driver IC testing and packaging ASPs to grow 5-15% in 2H 2005
Amy Lee, Hsinchu; Esther Lam, DigiTimes.com [Tuesday 23 August 2005]
The leading Taiwan-based LCD driver IC testing and packaging house, ChipMOS Technologies, is confident that the market’s bullish outlook will persist through the end of the year, with average selling prices (ASPs) rising 5-15% in the second half of this year. DigiTimes interviewed company chairman SJ Cheng about the industry’s recent rebound.
Q: Could you briefly outline the market’s trend this year?
: Due to aggressive capacity expansion in the IC testing and packaging industry, the year started with over-capacity, which did not ease until June, when demand started to pick up. However, with a pickup in demand the industry saw tight wafer and chip on film (COF)-use IC substrate supply in July, though tight supply has eased a bit starting this month.
Q: How long do you think this wave of demand will persist?
A: Demand will continue building as panel makers’ ramp output at their fifth-generation (5G) and above fabs. Ordering amounts are currently much better than we landed before.
For supply, except for ChipMOS, no firm is expected to significantly expand capacity in the second half of this year. By the end of 2005, we expect ChipMOS will attain a total monthly capacity for packaging COF and tape carrier package (TCP) LCD driver ICs at 43 million to 45 million chips.
Q: Will ChipMOS’ expansion plan lead to potential oversupply?
A: We are expanding with caution. All scheduled new capacity has been agreed upon with our customers and our expansion will not draw any potential oversupply concern.
Q: How long will do you think the present full capacity levels recorded among players will persist?
A: Full capacity should persist through Christmas. However, the LCD panel inventory levels at the retail market and panel makers in October will serve as an index for the period.
Q: How about price trends?
A: I do not rule out the possibility of a 5-15% raise in testing and packaging ASPs in the second half of this year, which only means that ASPs will return to the normal levels recorded before the massive price cuts in 2004.
Q: How about your breakdown between TCP and COF driver IC production?
A: The ratio of TCP and COF packaged driver ICs is split 35:65 currently, which represents a significant change from the 95:5 recorded in previous years. Under the migration to COF technology, chip probing and final test equipment are no longer capable to perform testing jobs as before, so we have made investments in that area.
However, the Taiwan market is also seeing investment in TCP technology. With Japanese vendors beginning to focus on COF production, more TCP orders are gradually being outsourced to Taiwan, which is driving the equipment expansion. ChipMOS will also expand its chip probing and gold bumping capacity accordingly.
This interview was translated from Chinese
ChipMOS chairman, SJ Cheng
Photo: Allen Lin, DigiTimes.
Chart sieht gut aus. Ich gehe davon aus, dass der Downmove fürs erste vorbei ist und tippe dabei auf ein Kaufsignal durch den MACD heute!
Wäre aktuell eine gute Einstiegsposition. Den Stopp würde ich knapp unter 6 Dollar platzieren.
Gruß, Stochastic
[posting]17.725.130 von Stochastic am 30.08.05 11:49:13[/posting]Tja sieht so aus, als ob Tradesignal nicht mehr mitspielt. Schade.
Egal. Meine Tradingposition vom 30.08. bei 6,40 hat sich gelohnt. Extrem starkes Orderbuch heute:
LAST MATCH
Price 6.7300
Time 15:06:23.237
TODAY`S ACTIVITY
Orders 1,136
Volume 71,335
--------------------------------------------------------------------------------
BUY ORDERS
SHARES PRICE
100 6.7300
500 6.7300
200 6.7300
100 6.7300
100 6.7300
100 6.7200
500 6.7200
400 6.7000
100 6.6400
100 6.6300
500 6.6300
200 6.4500
300 6.2400
500 6.1900
500 6.1600
(11 more)
SELL ORDERS
SHARES PRICE
100 6.8600
400 6.8700
47 7.1000
100 7.4000
100 7.5400
500 7.9700
100 12.0000
660 13.0000
Ich ziehe mein (Gewinn-)SL auf 6,50 nach!
Egal. Meine Tradingposition vom 30.08. bei 6,40 hat sich gelohnt. Extrem starkes Orderbuch heute:
LAST MATCH
Price 6.7300
Time 15:06:23.237
TODAY`S ACTIVITY
Orders 1,136
Volume 71,335
--------------------------------------------------------------------------------
BUY ORDERS
SHARES PRICE
100 6.7300
500 6.7300
200 6.7300
100 6.7300
100 6.7300
100 6.7200
500 6.7200
400 6.7000
100 6.6400
100 6.6300
500 6.6300
200 6.4500
300 6.2400
500 6.1900
500 6.1600
(11 more)
SELL ORDERS
SHARES PRICE
100 6.8600
400 6.8700
47 7.1000
100 7.4000
100 7.5400
500 7.9700
100 12.0000
660 13.0000
Ich ziehe mein (Gewinn-)SL auf 6,50 nach!
ja sieht wirklich sehr gut aus...und wenn man überlegt...habe damals meine imos in weitere vphm getauscht...eigentlich könnte ich jetzt fast die doppelte anzahl kaufen...nur durch das umparken...
also du bist weiter bullish on imos...ja?
also du bist weiter bullish on imos...ja?
hohohoho...nicht schlecht!imos rocks 2day....
[posting]17.848.324 von amorphis am 09.09.05 21:17:10[/posting]YEP. Glaube weiterhin, dass da was kommen wird. LCD-Preisverfall ist gestoppt. Haben sie auch auf der IFA gesagt. Azußerdem rechne ich mit einer nachhaltigen Erholung der gesamten Halbleiterbranche in 2006.
IMOS hat ja angekündigt, dass sie sogar vorhaben, die Preise im 4.Quartal wieder leicht anzuheben. Die Kapazitäten sind heruntergefahren worden. Das dürfte sich bemekbar machen!
Aber am allerliebsten Trade ich mit IMOS. Kenne momentan keinen Stock, wo man so schön nach MACD traden kann! Swing-Trading nennt sich das, was ich versuche!
IMOS hat ja angekündigt, dass sie sogar vorhaben, die Preise im 4.Quartal wieder leicht anzuheben. Die Kapazitäten sind heruntergefahren worden. Das dürfte sich bemekbar machen!
Aber am allerliebsten Trade ich mit IMOS. Kenne momentan keinen Stock, wo man so schön nach MACD traden kann! Swing-Trading nennt sich das, was ich versuche!
[posting]17.848.300 von Stochastic am 09.09.05 21:14:41[/posting]Verkauf der TP bei 7 Dollar. 7 war oft ein Widerstand für IMOS. Außerdem bereits den 2.Tag außerhalb der BBD. 9-10% reichen mir erstmal....
[posting]17.876.523 von Stochastic am 13.09.05 11:42:03[/posting]Noch was ich wollte keinen zum Verkauf ermutigen....hab nur eine neue Trandingchance aufgetan und deshalb verkauft...IMOS kann auch locker noch im seit Januar bestehenden nach oben gerichteten Trendkanal bis zur 8 laufen....ein endgültiger Verkauf wäre es erst bei einem MACD-Verkaufssignal auf Daily!
man man man...
imos ist echt der hammer-trade-wert!heute erneut stark aufwärts... und ich bin immer noch nicht wieder drin...das vergesse ich jetzt auch erstmal...
imos ist echt der hammer-trade-wert!heute erneut stark aufwärts... und ich bin immer noch nicht wieder drin...das vergesse ich jetzt auch erstmal...
[posting]17.901.009 von amorphis am 14.09.05 22:11:16[/posting]Richtig erkannt....Ich würde jetzt auch nicht mehr einsteigen....kann zwar noch weiterlaufen...aber die Gefahr einer Konsolidierung ist auf diesem Niveau zu groß, zumal der Kurs an dieser Stelle schon einmal gedreht hat....RSI und SStoch sind bereits überkauft!
tja...und da ist der ganze upmove der letzten tage schon wieder dahin... dann kann man ja bald rein...
@Amorhpis oder Stochastik.
Ich wäre sehr an Eurer aktuellen Meinung zu IMOS interessiert.
Heute schon runter auf 6,17$.
Charttechnisch wieder sehr interessant.
Seht Ihr den Boden auch um die 6$?
Oder hab ich schlechte Nachrichten verpasst?
mfg. Frank
Ich wäre sehr an Eurer aktuellen Meinung zu IMOS interessiert.
Heute schon runter auf 6,17$.
Charttechnisch wieder sehr interessant.
Seht Ihr den Boden auch um die 6$?
Oder hab ich schlechte Nachrichten verpasst?
mfg. Frank
[posting]18.232.807 von Patzer_Frank am 11.10.05 20:06:41[/posting]Sorry...ich sehe nicht jeden Tag in den Thread....bin momentan nicht in IMOS drinnen....hab es wie @amorphis in VPHM umgeparkt....deshalb erlaube ich mir mal keine Ansicht dazu!
Good Trades,
Stochastic
Good Trades,
Stochastic
[posting]18.274.152 von Stochastic am 14.10.05 12:32:30[/posting]Hab mich anders entschieden und geb doch meinen Senf dazu ab....ein schneller Blick auf den Chart sagt mir: "TRADING BUY"!
P.S. Aber auf News achten, die das ganze Szenario hinfällig machen könnten!
P.S. Aber auf News achten, die das ganze Szenario hinfällig machen könnten!
Der Umsatz stagniert weiterhin, nach den monatlichen News....deshalb auch die Seitwärtsbewegung....nächste Woche kommen die Umsätze vom September!
__________________________________________________________________________________________________________________
07.10.2005 14:02
ChipMOS AND Hynix EXTEND TESTING AGREEMENT FOR DDR AND DDR II SDRAM PRODUCTS
HSINCHU, Taiwan, Oct. 7 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Nachrichten) (Bermuda) LTD. (" ChipMOS" or " the Company" ) today announced that ThaiLin Semiconductor Corp. (" ThaiLin" ), a subsidiary 26.81% owned by the Company`s 70.3% subsidiary, ChipMOS TECHNOLOGIES INC., extended its testing agreement with Hynix Semiconductor Inc. (Nachrichten) (" Hynix" ) for DDR and DDR II SDRAM products through 2006. ThaiLin and Hynix have worked together since December 1, 2004.
Under this agreement, ThaiLin commits to reserving a capacity equivalent to 34 testers of Advantest T5581 (including T5581, T5585 and T5593) for Hynix until the end of 2006.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, " This agreement is another recognition of ChipMOS` technology expertise and its ability to successfully partner with the world`s leading semiconductor companies to support their product roadmaps. We continue to successfully expand our customer base and engagements with existing customers because of the strategic investments we have made in advanced technologies, our geographic location, the quality of our services and the commitment of our entire organization to ensuring the success of the programs of our customers."
About Hynix Semiconductor Inc.
Hynix was founded on February 1983 under the laws of the Republic of Korea. The Company`s stock is publicly traded, and all issued and outstanding shares have been listed on the Korea Stock Exchange since its Initial Public Offering in December 1996. On October 13, 1999, the Company merged with LG Semicon Co., Ltd. In March 2001, the Company changed its name from Hyundai Electronics Industries Co., Ltd. to its current name and ended its affiliation with the Hyundai Business Group. The Company headquarters in Ichon with a branch office in Seoul and has production plants in Ichon, Cheongju, Gumi in Korea and Eugene, Oregon in the United States of America. Its major business scope include DRAM, SRAM, NAND Flash and MCPs. For more information, please visit http://www.hynix.com/eng/index.jsp .
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw/ ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as " forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the " SEC" ) and in the Company`s other filings with the SEC.
Contact: In Taiwan In the U.S. Dr. S.K. Chen David Pasquale ChipMOS TECHNOLOGIES (Bermuda) LTD. The Ruth Group Tel: +886-6-507-7712 Tel: +1-646-536-7006 Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
__________________________________________________________________________________________________________________
07.10.2005 14:02
ChipMOS AND Hynix EXTEND TESTING AGREEMENT FOR DDR AND DDR II SDRAM PRODUCTS
HSINCHU, Taiwan, Oct. 7 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Nachrichten) (Bermuda) LTD. (" ChipMOS" or " the Company" ) today announced that ThaiLin Semiconductor Corp. (" ThaiLin" ), a subsidiary 26.81% owned by the Company`s 70.3% subsidiary, ChipMOS TECHNOLOGIES INC., extended its testing agreement with Hynix Semiconductor Inc. (Nachrichten) (" Hynix" ) for DDR and DDR II SDRAM products through 2006. ThaiLin and Hynix have worked together since December 1, 2004.
Under this agreement, ThaiLin commits to reserving a capacity equivalent to 34 testers of Advantest T5581 (including T5581, T5585 and T5593) for Hynix until the end of 2006.
S.J. Cheng, Chairman and Chief Executive Officer of ChipMOS, said, " This agreement is another recognition of ChipMOS` technology expertise and its ability to successfully partner with the world`s leading semiconductor companies to support their product roadmaps. We continue to successfully expand our customer base and engagements with existing customers because of the strategic investments we have made in advanced technologies, our geographic location, the quality of our services and the commitment of our entire organization to ensuring the success of the programs of our customers."
About Hynix Semiconductor Inc.
Hynix was founded on February 1983 under the laws of the Republic of Korea. The Company`s stock is publicly traded, and all issued and outstanding shares have been listed on the Korea Stock Exchange since its Initial Public Offering in December 1996. On October 13, 1999, the Company merged with LG Semicon Co., Ltd. In March 2001, the Company changed its name from Hyundai Electronics Industries Co., Ltd. to its current name and ended its affiliation with the Hyundai Business Group. The Company headquarters in Ichon with a branch office in Seoul and has production plants in Ichon, Cheongju, Gumi in Korea and Eugene, Oregon in the United States of America. Its major business scope include DRAM, SRAM, NAND Flash and MCPs. For more information, please visit http://www.hynix.com/eng/index.jsp .
About ChipMOS TECHNOLOGIES (Bermuda) LTD.:
ChipMOS ( http://www.chipmos.com.tw/ ) is a leading independent provider of semiconductor testing and assembly services to customers in Taiwan, Japan, and the U.S. With advanced facilities in Hsinchu and Southern Taiwan Science Parks in Taiwan and Shanghai, ChipMOS and its subsidiaries provide testing and assembly services to a broad range of customers, including leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries.
Forward-Looking Statements
Certain statements contained in this announcement may be viewed as " forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual performance, financial condition or results of operations of the Company to be materially different from any future performance, financial condition or results of operations implied by such forward-looking statements. Further information regarding these risks, uncertainties and other factors is included in the Company`s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the " SEC" ) and in the Company`s other filings with the SEC.
Contact: In Taiwan In the U.S. Dr. S.K. Chen David Pasquale ChipMOS TECHNOLOGIES (Bermuda) LTD. The Ruth Group Tel: +886-6-507-7712 Tel: +1-646-536-7006 Email: s.k._chen@chipmos.com.tw Email: dpasquale@theruthgroup.com
Der Boden um 6$ scheint sich zu bestätigen.
Weiß zwar nicht wer in IMOS noch investiert ist...aber die Instis glauben wieder an IMOS:
http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=SI…
Im 3.Quartal wurden stark Positionen aufgebaut....insgesamt wurden sage und schreibe 5,203,944 Aktien gekauft!!
Wer IMOS hat: HALTEN!!!
http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=SI…
Im 3.Quartal wurden stark Positionen aufgebaut....insgesamt wurden sage und schreibe 5,203,944 Aktien gekauft!!
Wer IMOS hat: HALTEN!!!
Das Orderbuch hier 20.31Uhr in den USA sieht echt lutig aus!
BUY ORDERS
SHARES PRICE
100 6.1800
100 6.1800
100 6.1800
100 6.1800
100 6.1800
100 6.1800
500 6.1700
300 6.0900
500 6.0000
100 5.9500
100 5.9200
30 5.8300
1,000 5.8100
SELL ORDERS
SHARES PRICE
100 6.3000
500 6.9700
100 7.5400
100 12.0000
660 13.0000
...und der Kurs dazu bei 6.18$
Frank
BUY ORDERS
SHARES PRICE
100 6.1800
100 6.1800
100 6.1800
100 6.1800
100 6.1800
100 6.1800
500 6.1700
300 6.0900
500 6.0000
100 5.9500
100 5.9200
30 5.8300
1,000 5.8100
SELL ORDERS
SHARES PRICE
100 6.3000
500 6.9700
100 7.5400
100 12.0000
660 13.0000
...und der Kurs dazu bei 6.18$
Frank
Danke Stochastik für Deinen Tip!!
Bin nach der jünsten Analysten-Runterstufung raus - praktisch zum Einstiegskurs.
Wie olle Kostolany sagte: Kein Bum ohne nachfolgenden Krach! ...und so kams jetzt auch.
Viel Spaß weiterhin mit VPH.
mfg. Frank
Bin nach der jünsten Analysten-Runterstufung raus - praktisch zum Einstiegskurs.
Wie olle Kostolany sagte: Kein Bum ohne nachfolgenden Krach! ...und so kams jetzt auch.
Viel Spaß weiterhin mit VPH.
mfg. Frank
[posting]18.746.349 von Patzer_Frank am 10.11.05 22:24:32[/posting]Keiner mehr da?
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