shareholdersunite.com

Opportunities in smallcaps

shareholdersunite.com header image 4

MagnaChip Transforms Into Something Better

September 7th, 2020 · Comments Off on MagnaChip Transforms Into Something Better

The company is concentrating on its display driver and power business, divesting from its foundry business. Demand for its OLED drivers is booming. This greatly improves the balance sheet, eliminates interest payments, and reduces CapEx needs. The company’s positive cash generation, underappreciated by investors, we feel, is likely to increase as a result. The shares […]

[Read more →]

Tags: MX

MagnaChip’s OLED Bonanza Is Set To Continue

August 27th, 2018 · Comments Off on MagnaChip’s OLED Bonanza Is Set To Continue

The boom in MagnaChip’s OLED display drivers is continuing at an impressive pace, and the company’s strategic choice to move out of low-margin LCD drivers looks right. Despite some headwinds, the company’s financials are improving. We think the OLED boom will continue for some time, although perhaps not quite as exuberant as in the past […]

[Read more →]

Tags: MX

MagnaChip’s Impressive Strategy Change Delivers

May 6th, 2018 · Comments Off on MagnaChip’s Impressive Strategy Change Delivers

The company is producing an impressive change in strategy, concentrating resources and attention on higher margin business like OLED display drivers. The strategy change is already paying off pretty dramatically. We think there is upside in the shares, as the cost of the strategy change will fade and some headwind might also wither, while the […]

[Read more →]

Tags: MX

More Small-Cap Opportunities

December 26th, 2017 · Comments Off on More Small-Cap Opportunities

Three new small caps that have sold off lately while the fundamental story is intact. Electro Scientific just gave back some of its astronomical gains, but it is firing out on all cylinders. MagnaChip had some tax issues, and Ceragon’s share price has receded after announcing a big Indian order. Source: More Small-Cap Opportunities | […]

[Read more →]

Tags: CRNT · ESIO · MX

MagnaChip Semiconductor Is Due For A Bounce

December 19th, 2017 · Comments Off on MagnaChip Semiconductor Is Due For A Bounce

The finances of MagnaChip have already improved a lot on the back of cost cutting and higher utilization of its fabs. We think more is in store for next year on the back of their growing OLED business, which temporarily stalled this year, but has already started growing again sequentially. Technically, the shares are also […]

[Read more →]

Tags: MX

MagnaChip Semiconductor Is A Buy

July 22nd, 2017 · Comments Off on MagnaChip Semiconductor Is A Buy

MagnaChip Semiconductor is already recovering, but we see considerable mileage in that still. The company produced solid Q1 figures despite some temporary headwinds. It has longer-run tailwinds from restructuring, AMOLED and analog based power solutions. Source: MagnaChip Semiconductor Is A Buy – MagnaChip Semiconductor Corporation (NYSE:MX) | Seeking Alpha

[Read more →]

Tags: MX