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Zoomming in on Omnivision |
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| Mar 20, 2008 04:59 PM UTC |
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Tracked Blogger
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3/18 - "In a tougher handset market, I’d also expect a tougher pricing environment for OmniVision and its peers...Still, I like the recent trend in OmniVision and the potential for expanded interest among value investors in coming months. With appropriate protection (such as tight trading stops), it might be worth taking a risk in the name." "Alternatively, the April $17.50 puts are $0.80 as I write this. Writing the puts would offer either a 4.5% five-week yield on the money risked, or a more attractive entry point of $16.70 should the options be exercised." 
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2 Related Views
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 25% risk: moderate |
OmniVision Paints a Pretty Picture
2/29 - "In the just-reported quarter, OmniVision's management thought they were stealing market share from the other guys, and with new products on the way, that's a trend they'd like to continue...Net income was $0.40 per diluted share on $225 million in sales. Those numbers skim the low end of management's revenue guidance, but skipped over the top of the official earnings forecast."
"More...
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N/A risk: moderate |
Slowdown Evident in Top-Line Guidance, Reiterate Hold
2/29 - "OmniVision reported upside to estimates last night, but guided under consensus in Q1, reflecting what we believe is weaker-than-seasonal demand for handsets in China. However, mix benefit derived from shipping less low-end China product is mitigating EPS impact and keeping us at a HOLD rating for OVTI shares...Management guided Q4/F2008 revenues in the range of $170-190 million and non...
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