GTC found support abt the 0.265, 11% to IPO px. Currently trading at some 10x PE vs peers UTAC's 20x and STAT's 18x, P/B 1.3x vs UTAC's 1.21x, STAT's 1.11x. Revenue contributors include US Marvell Tech (20%); TSMC (21%); UMC 14%. US Marvell Tech has been boosted by strong consumer wireless LAN given given Sony PSP's success and is now believed to have secured a contract with MS Xbox360 and possibly PS3.GTC is poised for strong mutual growth with 80% of proceeds used to expand capacity. Accumulate for 0.42 (15x PE).
more often than not, we analyse stocks exactly the way we do with our gfs, check out what they are like by scanning their families,frens,schools and see where they stand. I hate the fact that I think so much abt the ple im wif. Cos i neglect the very joy of even being in a relationship. N that is to bask in comfort under a whole skyline of fireworks. Facts often distort emotions n that made me missed a cuople of good trades and cut much regrettable losses. Momentum is something we cant miss and volitility is something we cant avoid.
Tuesday, September 06, 2005
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