SI
SI
discoversearch

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.
Strategies & Market Trends : Far East Markets - Taiwan, Korea, Hong Kong, China and India
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: BigSwingingD4/7/2005 9:37:52 PM
   of 30
 
Sell Points

* JOHNSON ELEC (179) stubbornly holding $7.00 & the pricey valuation of 28x pe, x20 fwd with brokers seeing gross margin around 29%. 60% of their biz is auto components. US autos component makers have dived with margins contracting
sharply. Even Japan's Mabuchi reported a sharp decline in margins 23.2% to 17.4% & warned ASPs & volumes would continue to drop this year. Higher raw materials, lower selling prices.... analysts may have to significantly alter their
numbers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News