Deswell Industries (DSWL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Deswell Industries (DSWL)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Richard Barron who wrote (542)	3/4/1998 12:01:00 AM
From: mod	Read Replies (1) of 1418

Richard, Don't forget some upcoming fundamentals: - dividend increase in May (probably to .45) - 20 new injection molding machines go into operation this month, "fully utilized" upon installation - probably another "expansion" news release before next earnings report - DSWLF now exceeds $100 million market cap, a level where small cap funds may start showing more interest I feel a price of $30 is doable by mid-year, with $35-40 by the end of the year or early next year a strong possibility. In fact, if they can continue (and every indication is that they can) their 8-year unbroken record of terrific earnings reports, I'd say it was inevitable. I respectfully disagree with your p/e multiples, I do not think DSWLF will exceed 12-15x TTM earnings. They will be penalized for being in China, and for paying low taxes. However, a 12-15x multiple is not a big problem, since that would put the stock at $29-36 today based on the last 12 months earnings. Dennis

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next