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Livermore
Master |
12-Jul-2006 22:23
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Hi YSH2006, Even I described him, I don't think you can know it is him. Is there a photo on the company website? Maybe you can have a look. I am not keen on this counter. I prefer oil related stocks. I am most bullish on this sector |
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Nostradamus
Supreme |
12-Jul-2006 19:55
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OSAT downturn will likely repeat starting from 4Q06 to 1Q07 and UTAC looks exposed. 3Q06 sales momentum will likely be weaker than expected across DRAM and MSLP. UTAC's operating leverage is a concern. It spent 90% of US$200m '06E capex in 1H06, leaving margins vulnerable in case of a volume pullback. Factoring this in, '06E operating margin is trimmed 2% to ~18%. ASE's potential entry into the memory business has raised concerns on future price competition while EEMS' current success in gaining market share from UTAC is the key worry. EEMS shares a similar business focus and customer base with UTAC. Citigroup has reduced its price target from $1.35 to $0.84. |
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ysh2006
Senior |
09-Jul-2006 20:35
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Dear Livermore; How is the boss of UTAC looks like? what car number he drives and name ?If you happen to know any news please email me at ho_yiusiong@yahoo.com.sg.Althought I hold share of UTAC but I didn't attend their AGM yearly. Thanks |
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Livermore
Master |
08-Jul-2006 23:40
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Go to Serangoon Gardens market (beside the Shell station) on Saturday morning and you can catch the UTAC boss buying breakfast. Say hello to him and make small talk and maybe you can get some tips from him:) |
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Nostradamus
Supreme |
08-Jul-2006 21:58
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Hi HenryAng570, I read it from a Credit Suisse report. |
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HenryAng570
Member |
07-Jul-2006 10:50
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Nostradamus hi, appreciate where is the source of this info. Thanks. |
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Nostradamus
Supreme |
07-Jul-2006 10:23
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UTAC's upcoming 2Q06 result will not be good, as DRAM is slow owing to weak loading and pricing caused by Hynix's relocation from Korea to China and price pressure from EEMS. There's also a potential slowdown in wireless. In addition, there's a US$2 m relocation charge to the new HQ in S'pore. However, 2Q06 should be better as 1. Hynix's new plant in Wuxi has resumed operations. 2. Demand should pick up seasonally. 3. NSEB will start contributing from June. 4. New client Sitel will contribute more significantly. |
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diesel
Member |
27-Apr-2006 23:14
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now the tech sector is cooking, STATS posted another positive quarter. Now Chartered's price is rising, so too for UTAC and STATS. |
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Gallen
Senior |
27-Apr-2006 08:33
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My take on 1Q FY06 results at http://kelongstocks.blogspot.com Please "support" my blog, many thanks in advance :) |
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Nostradamus
Supreme |
27-Apr-2006 01:39
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Net profit grew five-fold yoy. Good results! It's going to test all-time high of $1.25 soon. |
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diesel
Member |
22-Apr-2006 12:26
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The tech sector is finally picking up. With UTAC acquiring more production assets (building a plant in S'pore, buying a plant in Thaild), this means a need for more production facility to meet increasing market demand. Chartered is now also profitable. Good news for chip testers like UTAC and STATS. |
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Gallen
Senior |
21-Apr-2006 20:44
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Extracted from my blog http://kelongstocks.blogspot.com Please "support" my blog if you find the writeup informative [B]Technical Analysis[/B] Utac broke out of a double-bottom like formation on very high volumes (not seen since early Jan 06) today. Technical target from breakout is $1.09. Prices also closed above the psychological resistance of $1 which is positive for sentiment. Supports: 98/98.5 cents (double-bottom neckline resistance turned support), 95.5 cents (gap support - today's gap up), 93 cents (another gap support), 91 cents (EMA 50) Resistances: $1.03 (intra-day high on 12 Apr 04), $1.06 (hammer support turned resistance on 09 Feb 04), $1.12, $1.16, $1.20, $1.25 (resistances and intra-day highs reached in Feb 04) .............continued at my blog (including Fundamental Analysis) |
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jschan_99
Member |
21-Apr-2006 20:29
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UTAC is up up and away... |
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aSiMpLeGuY
Member |
21-Apr-2006 17:18
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YES!! above $1!! more gains to come...hang on tight. |
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scotty
Senior |
13-Mar-2006 15:06
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So is now a good time to go in to buy UTAC ?? |
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edichan
Member |
13-Mar-2006 13:29
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Uptill Dec/Jan, Utac was at full capacity, therefore putting in additional production by 2nd half. On the other hand, Stat Chippac still has capacity and this quarter will be able to capture more business. Also the margin last Q was high, I think at 20%. Capturing more business at 20% this Q will definitely boost Stat bottom line. Relative to UTAC, Stat should give better rate of growth in earnings this Q; therefore vested in Stat, not utac. |
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singaporegal
Supreme |
13-Mar-2006 09:04
Yells: "Female TA nut" |
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haha... unfortunately not... i'm one of those who didn't believe in China stocks until recently! |
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iluvmoney
Member |
12-Mar-2006 22:26
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hey singaporegal, r u the one that newpaper highlighted today ... made good $$ from china stk... |
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singaporegal
Supreme |
12-Mar-2006 11:43
Yells: "Female TA nut" |
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From TA charts, UTAC is definitely downtrending. Its already deep in oversold territory but no sign of relenting its drop. See RSI and A/D charts. For StatChip, the charts paint a differnt story. Its RSI seems to be trending slightly upwards over the past month but its unclear. Its now near overbought territory. The trend isn't very clear for Statchip. Hard to tell. |
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edichan
Member |
12-Mar-2006 09:34
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Anyone can give comparision between UTAC and Statchip? Think Stat is better as UTAC has turnaround and share price move up already, but Stat hasn't. |
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