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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.94+2.9%Nov 7 9:30 AM EST
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To: bearshark who wrote (7375)4/28/2022 9:59:25 AM
From: robert b furman1 Recommendation

Recommended By
Kahlua

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Good Morning Bear,

Here I thought that was you buying at the open.<smile>

W'e're at the 78% retrace ($25.29). Price did dip below that one day @ 25.06 on 4/25/22.

It bounced off that like it was a third rail.

TER beat on their numbers siting strength in all sectors. They visualize some slowness as fabs migrate to 3 nm, depending on how quickly yield can come in line to be profitable. They note a possible quarter delay, that will catch up afterwards. TER says H2 will be stronger than H1 43% in H1 and 57% in H2.

Supply constraints are issues , but lessening, but expected to be factors into early 2023.

Good detail on supply constraints in auto sector and it is in ADAS - which Cohu is big in also. They do the handlers and TER does the tester. ADAS has muliple sensors and are complex systems. These are the lidar lasers that send out signals along the sides,front and rear of a vehicle. If the ildar senses a vehicle by the sude of a car a signal goes to the HUD, dash, and side mirrors. So it involves a lot of sensors and lights.

Since the auto is a safety issue , the time to test is longer than many appliactions, so more testers and handlers are required = orders for Cohu and TER.

Cohu should do well, as they are sandbaggers.

I'd just like to hear confidence vs guarded worries about what every one knows exists.

Confidence and appreciation for the team working very hard and managing well in a difficult time kind of a webcast.

While they're at it put back the 6 cent dividend they cut!

It was stockholder money/dividends that we gave up to pay down the debt and buyback shares that covers at least the employee dilution they are now receiving as supplemental pay.

Reimplement the dividend and buyback shares both!

Then grow the EPS as the world is growing the TAM at least in the eyes of Advantest' view.

Here's to a good call tonight!

We won't be baggies for long!

Bob
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