kleiner tipp vom pharao

sanmina (sanm)

macht euch selber schlau. erste buy-empfehlungen kommen gerade. kurs aktuell: 12,51 €

grüße

wollen mal sehen, wo der wert in drei monaten steht. kursziel von t. weisel 20 $.

grüße

Sanmina, which was mostly focused on high-end complex manufacturing for the telecommunications industry in North America, bought the much larger SCI Corp. to diversify its business. The deal was hailed by management as an automatic boost to earnings. The company became the third-largest player in the EMS sector and Sanmina has added SCI's orders, which are more focused in low-margin high-volume business.

But the earnings boost never came; tripling the size of a company is no easy process and the economic downturn of the past year hurt sales. During the six months that have followed the acquisition, Sanmina earned only US2¢ per share, compared with the US44¢ it made prior to the acquisition.

"Management was way too optimistic when they announced the deal. They gave guidance and nobody believed them," said analyst Todd Coupland at CIBC World Markets in Toronto.

And the profit picture doesn't look great for the next nine months. Analysts are expecting Sanmina to make only US17¢ during the 2002 fiscal year, a big drop from the US85¢ it made in 2001.

In the short term, it's going to be rough. The company is running its factories at 35% capacity and is projected to earn zero during this quarter.

But the drop in profits is expected to be followed by an equally dramatic rebound, with the average analyst forecast for 2003 at US81¢ per share.

Already, for the December, 2002, quarter, the company is projected to earn US20¢ per share.

And it's the momentum and the 2003 forecast that the market is looking forward to. Though Sanmina shares are trading at an exorbitant 64 times 2002 earnings, they are within the 18 to 25 P/E range for 2003 expected earnings.

And it's the momentum that has some analysts excited about the stock's prospects. With a depressed stock price, having lost half its value in just the past two months, some are thinking now is the time to buy Sanmina shares.

"It's quite inexpensive, considering how much they're projected to earn in December," said Mr. Coupland, who has a "buy" rating on the stock. "But it's no rock-solid path to US20¢ (per share earnings). When the end-market will recover is still in question."

And similar to all stocks in the sector, there lies the dark cloud of uncertainty that has many analyst shy away.

Of the 28 experts who cover the company listed on Bloomberg News, 11 have either a "hold" or "sell" rating on the stock.

SANMINA-SCI CORP.:

CEO: Jure Sola

Ticker: SANM

Listed: Nasdaq

Head office: 2700 North First Street, San Jose, CA 95134

Telephone: 1 (408) 964-3500

www.sanmina.com

jchow@nationalpost.com


 

schon fast 2.000 order in 20 minuten bei island durchgeführt. das entspricht ansonsten ungefähr einem drittel eines intensiven handelstages.

grüße

Auf den ersten Blick nix, was ich anfassen würde - weder von den Zahlen noch vom Marktsegment momentan.
Aber auf die Watchlist setze ich's mal.

- Heinz -

08.03.2002
Sanmina-SCI "outperform"
RBC Capital Markets

Rating-Update:
Die Analysten vom Investmenthaus RBC Capital Markets stufen die Aktie von Sanmina-SCI (WKN 886288) unverändert mit "outperform" ein. Das Kursziel sehe man bei 20 US-Dollar.

Haste die Siebel auch noch?
;-)

viel zu früh verkauft. ich bin sehr, sehr vorsichtig geworden und nehme lieber den spatz in der hand als ...

ich hatte sie für 18,00 € gekauft. wo sie jetzt stehen weißt du ja selbst. die kaufempfehlungen kommen immer ein paar tage nach dem ich sie verkauft habe. dann weiter zu halten ist leicht, aber vorher?

grüße

das Leben an der Börse.
Ich versuche zur Zeit was längerfristig bei AMAT und RNWK.
Für die schönen kurzen Zock`s fehlt mir etwas die Info- Zeit.



                             Gr.Gr.


                             

verkauft werden können. teilverkauf wäre empfehlenswert gewesen.

grüße