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Entries Tagged as 'DAIO'

Data I/O Will Emerge Stronger From The Downcycle

May 12th, 2020 · Comments Off on Data I/O Will Emerge Stronger From The Downcycle

The company has faced headwinds for a couple of years that are prolonged due to the COVID-19 pandemic impact. But underneath, there are still secular tailwinds blazing with ever more electronics going into ever more stuff. And the strength of the company’s products and balance sheet, it is likely to emerge from the headwinds in […]

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Tags: DAIO

Data I/O Runs Into Some More Headwinds, Just As Green Shoots Appeared

April 6th, 2020 · Comments Off on Data I/O Runs Into Some More Headwinds, Just As Green Shoots Appeared

The company’s fourth quarter results came in better than expected and seem to indicate the worst of the downturn might be behind the company. However, the coronavirus outbreak is putting this progress on hold, and in a cloud of fog through which little visibility emerges. However, the company remains financially strong enough to weather almost […]

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Tags: DAIO

Data I/O Is In A Firm Down-Cycle

August 8th, 2019 · Comments Off on Data I/O Is In A Firm Down-Cycle

Data I/O is experiencing the worst cyclical downturn since 2012-2013, according to its CEO. Yet, the company is weathering this downturn much better than previous ones due to a greatly reduced cost level. While things might bet worse before they get better, as ever more electronics is going into ever more stuff, the company has […]

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Tags: DAIO

Data I/O: Buy The Dips

May 11th, 2019 · Comments Off on Data I/O: Buy The Dips

While progress is slower than we expected, especially with the SentriX, we still think there are good reasons to buy the shares at these reduced levels. There are no signs of a cyclical upturn, and there are risks in the macro environment, though. But the company’s strong market position, solid finances, and structural tailwinds should […]

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Tags: DAIO

Data I/O Is A Long-Term Buy

March 6th, 2019 · Comments Off on Data I/O Is A Long-Term Buy

Very well run company that is the market leader in its field and is supported by a secular tailwind with ever more electronics going into ever more stuff. So far, the company has managed the cyclical downturn quite well, and it has developed an innovative solution and business model for the IoT market. While valuation […]

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Tags: DAIO

Data I/O Is A Buy Here

November 14th, 2018 · Comments Off on Data I/O Is A Buy Here

The shares still priced for a crash that still isn’t materializing. On the other hand, there is no conclusive evidence we have passed the worst of the down-cycle either. What we do know is that the company is fairing pretty well even through the down-cycle, with its accounts staying in the black. In fact, management […]

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Tags: DAIO

Data I/O Is Priced For A Crash That Isn’t In Sight

August 2nd, 2018 · Comments Off on Data I/O Is Priced For A Crash That Isn’t In Sight

We are surprised by the renewed selling of the shares of Data I/O. It looks like investors took their cue from a single disappointing data point, backlog, and concluded the cyclical downturn is getting worse. Shares are pricing in a worst case scenario with substantial cyclical losses and cash bleed. We think there are multiple […]

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Tags: DAIO

Data I/O Should Bottom Out Here

April 30th, 2018 · Comments Off on Data I/O Should Bottom Out Here

Shares have gone down as fast as they rose last year, but we think both movements have been exaggerated. The quick downturn in the share price is on expectations that we’ll experience a traditional severe cyclical downturn. But we think there are several reasons why this will be a muted cycle. With the company in […]

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Tags: DAIO

Data I/O Is Still Attractive In The Medium Term

April 2nd, 2018 · Comments Off on Data I/O Is Still Attractive In The Medium Term

Data I/O keeps on delivering good results while the stock is way off its 52-week highs. We think the company is still powered by pretty strong tailwinds. The immediate picture might be a little less bullish with some customers digesting the recent expansion. Source: Data I/O Is Still Attractive In The Medium Term – Data […]

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Tags: DAIO

Data I/O Will Double Again

January 2nd, 2018 · Comments Off on Data I/O Will Double Again

The company is benefiting from strong tailwinds which are likely to endure for years. Apart from the tailwinds, the company is also increasing its competitive position, winning customers from the competition. Margins, profits and cash flow have also materially improved. The shares are still fairly reasonably priced, and have fallen back quite a bit in […]

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Tags: DAIO