Semi Equipment Analysis 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 : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (84647)	2/24/2020 9:31:24 PM
From: Elroy	of 95544

Bizarre that their price target for SIMO uses a price to book value metric, and makes up the “correct value for a bottom” as 2.4x! Easier to just say demand may crater, no one knows how badly, so sell. SIMO has $360 million cash and no debt, so they can weather extended misery better than most. But yeah, almost 1,000 cases in South Korea now. If their neighbors put a full on South Korea travel ban, I don’t know how things turn out. Most Asian countries have complete travel bans between them and China/Macau/Hong Kong. Can’t be good for business, but for those who can escape supply chain troubles (who?) maybe prices will rise. What a mess!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next