Buy @ $0.87
My highest buy price… AGM today, afraid they may leak out good news, grab more first… 😀
I did a compilation of the semi.org Billings figures on a quarterly basis and computed the q-o-q change to compare with UMS Revenue & EPS figures,
|
WW Billings |
UMS Revenue |
UMS EPS |
|
|
Q114 |
+5.63% |
?? |
?? |
|
Q413 |
+6.89% |
+35.78% |
3.19ct |
|
Q313 |
-6.15% |
-22.69% |
1.40ct |
|
Q213 |
+20.10% |
+17.8% |
2.28ct |
|
Q113 |
+1.10% |
+28.73% |
1.53ct |
|
Q412 |
-26.33% |
-5.76% |
0.35ct |
|
Q312 |
-13.12% |
-37.35% |
0.62ct |
|
Q212 |
+17.75% |
+14.52% |
2.22ct |
|
Q112 |
+3.09% |
+27.17% |
1.65ct |
The Industry wide figures ought to provide us with a good picture on the state of the Industry cycle…. which is still +ve… The big jump in UMS Revenue & EPS in Q413 (when compared against WW Billings %) could be due to a timing lag as we see UMS figures for Q313 (1 Q earlier) was a much bigger drop vs WW Billing % Change. For other Qs, similar possible timing leads or lags may also be present…
There's a very high chance UMS will report a Q114 with higher Revenue. EPS will be a different matter as for Q413, there was a big jump and one of the contributing factors was lower Depreciation Expenses. A ball park estimate using Q413 & Q313 average and applying a +5% gives EPS = 2.41ct -> My Crystal Ball figure… I hope to see a higher EPS, at least > 2.5ct … The dream EPS would be at least 3ct or even higher than Q413 3.14ct…
Critical Dates
- 6-May (Tue) : xd for 3.5ct
- 9-May (Fri) : Q114 Results?