CHIPMOS TECH. (765449), KGV 04 von 8

Ich möchte euch hier eine Aktie ans Herz legen, die es wirklich wert ist!
Das Unternehmen aus Taiwan hat sich auf das Testen von Halbleitern spezialisiert , die in LCD - Bildschirmen zum Einsatz kommen. Für das abgelaufene zweite Quartal hat Chipmos den Umsatz im Vergleich zum Vorjahr um 86% auf 128 mio. Dollar oder 0,32$ je Share sogar versechsfacht!!!

Der Gewinn pro Aktie allein im 1.+ 2. Quartal lag bei 0,61$!
Im 3. Quartal strebt man einen Umsatz bis zu 120 Mio. an, wobei das 3. Quartal turnusmäßig das mit Abstand schwächste darstellt. Im 4. Quartal soll der Umsatz und Gewinn dann wieder kräftig wachsen!
Jetzt kann sich jeder selbst ausrechnen was da als Ergebnis für 2004 rauskommen kann :-)

Der geschätzte 05e Umsatz beträgt 606 mio.$! Die bisherige Nettormarge beträgt 15% und ist in den letzten Quartalen immer mehr gestiegen! Falls die Marge von 15% in 2005 konstant bleibt wäre ein Ergebnis von 1,5$/Aktie in 05 drinn!
Der Kurs steht aktuell aber nur bei 8,50$!

Also alles in allem ist dies eine Sünde wert, wie ich finde! Ich hab mir schon welche geholt! :-)
Gut ist dass die Aktie bisher noch relativ unbekannt ist!
Die MK liegt  aktuell bei ca. 500 Mio. US-Dollar!

Gekauft werden kann auch in Frankfurt, da dort ausreichend Umsatz ist!

Gruß, SeaPeace

Samsung Electronics Co., Ltd. is a global leader in semiconductor, telecommunication, digital media and digital convergence technologies with 2003 parent company sales of US$36.4 billion and net income of US$5.0 billion. Employing approximately 88,000 people in 89 offices in 46 countries, the company consists of six main business units: Corporate Technology Operations, Digital Appliance Business, Digital Media Business, LCD Business, Semiconductor Business and Telecommunication Network Business. Recognized as one of the fastest growing global brands, Samsung Electronics is the world's largest producer of color monitors, color TVs, memory chips, TFT-LCDs and VCRs. For more information, visit (www.samsung.com)

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.


P.S. Ach ja, Chipmos ist schuldenfrei!!!

17 September 2004, 08:00am ET

HSINCHU, Taiwan, Sept. 17 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. (" ChipMOS" or ''the Company'') (Nasdaq: IMOS) today reported unaudited consolidated revenue for the month of August 2004.

Revenue for the month of August 2004 was US$39 million or NT$1,329 million, an increase of 65% from US$24 million or NT$804 million for the same period in 2003 and an increase of 3% from US$38 million or NT$1,289 million for the month of July 2004. (The above numbers were based on an exchange rate of NT$34.05 against US$1.00 as of August 31, 2004.)

ChipMOS's consolidated revenue for the month of August 2004 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., and ThaiLin Semiconductor Corp..

Quelle: finance.lycos.com/qc/news/...OS&story=200409171200_PRN__HKF002

Ich bin auch deiner Meinung, daß die ChipMos-Aktie ein Invest wert ist. Die letzten Tage haben mich jedoch verunsichert. Warum ist die Aktie eigentlich so stark zurückgekommen?

das Teil.

3. Quartal 2006 Umsatz auf 162 Nillionen Dollar gestiegen, für das 4. Quartal 182 Millionen prognostiziert. Bruttomargen sollen sich auf 32 Prozent verbessern, erwarteter Gewinn pro Aktie von 0,17 Dollar soll daher ebenfalls höher ausfallen... KGV angeblich knapp über 6, Gewinnwachstum 15 %. Kurspotential lt. Aktionär ca. 150 Prozent, Ziel 11 Euro.

mfg BoMa

Ich habe mir die Aktie auch letzte Woche, aufgrund des hoch interessanten Berichts im Aktionär, zu einem Preis von Euro 5,66€ gekauft.
Heute hat die Aktie, trotz grösserer Verluste um 2% zugelegt und steht aktuell bei 5,74€.
Ich blicke mit dieser Aktie absolut zuversichtlich in die Zukunft, wenn die Prognosen nur halbwegs zutreffen!

Bin auch zu 5,32 mit im Rennen... lets sit and wait...

               First Quarter Fourth Quarter First Quarter   QoQ       YoY
                    2007         2006           2006       Change    Change
    Revenues
   (NT$ million)  5,723.1       5,920.8        4,367.1      -3.3%     31.1%

    Revenues
   (US$ million)    173.0         178.9          132.0      -3.3%     31.1%



ChipMOS' March 2007 consolidated revenue included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS Japan Inc., ChipMOS U.S.A., Inc., ChipMOS TECHNOLOGIES (H.K.) Limited, MODERN MIND TECHNOLOGY LIMITED and its wholly- owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD., and ThaiLin Semiconductor Corp.

About ChipMOS TECHNOLOGIES (Bermuda) LTD.:

ChipMOS (www.chipmos.com/ ) 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.

   Contacts:

   In Taiwan R.O.C.
   Dr. S.K. Chen
   ChipMOS TECHNOLOGIES (Bermuda) LTD.
   Tel:   +886-6-507-7712
   Email: s.k._chen@chipmos.com

   In the U.S.
   David Pasquale
   The Ruth Group
   Tel:   +1-646-536-7006
   Email: dpasquale@theruthgroup.com

SOURCE ChipMOS TECHNOLOGIES (Bermuda) LTD.



Source: PR Newswire (April 17, 2007 - 8:02 AM EDT)

News by QuoteMedia
www.quotemedia.com  

ChipMOS REPORTS MAY 2007 REVENUE
HSINCHU, Taiwan, June 15 /Xinhua-PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ('ChipMOS' or the 'Company') (Nasdaq: IMOS) today reported its unaudited consolidated revenue for the month of May 2007.

Revenue for the month of May 2007 was NT$1,976.2 million or US$59.8 million, an increase of 0.8% from the month of April 2007 and an increase of 27.2% from the same period in 2006. (All translations from NT dollars to U.S. dollars were made at the exchange rate of NT$33.025 against US$1.00 as of May 31, 2007.)



                   Consolidated Monthly Revenues (Unaudited)

                 May 2007   April 2007   May 2006    MoM Change  YoY Change
   Revenues
   (NT$ million)  1,976.2      1,960.5    1,553.6      +0.8%      +27.2%

   Revenues
   (US$ million)     59.8         59.4       47.0      +0.8%      +27.2%

jetzt kaufen..bei 100% hälfte weg...freebies...hehhehehehehe :-)