توصية شراء (jbl)

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة Day_trading, بتاريخ ‏31 مارس 2005.

  1. Day_trading

    Day_trading موقوف

    التسجيل:
    ‏28 أغسطس 2004
    المشاركات:
    1,931
    عدد الإعجابات:
    0
    مكان الإقامة:
    kuwait
    --------------------------------------------------------------------------------

    الشراء انشالله على 28.50 بكرة انشالله
    والهدف بحيل اللى ماتنام عينة الهدف الاول 30$ الثاني 31.50
    وضع الشركة المالى لاخر ستة اشهر ممتاز
    For the six months ended 2/28/05, revenues rose 18% to $3.55 billion. Net income rose 24% to $102.0 million. Results reflect increased production of computing and storage products and the absence of a $1.3M acquisition-related charge.
    =====================================
    واليوم هم نازل تقريرهم
    30-Mar-05
    15:43 JBL Jabil Circuit notes from Investor Day Conference (28.20 +0.53)

    co says in order to match both high growth with low margins than they must be able to move product fast... co expects electronics to be $2 bln of revs in 2005; medical segment- believes recent acquisition will be material over next couple of years...vendor consolidation: vendors have decreased the amount of suppliers they do business with... new customer would be a co that outsources to 8 or 9 suppliers... high growth in medical segment...most OEMs and manufacturers are looking to outsource; co says costs is principal driver... TAM market is $48 bln, $4.1 bln will be outsourced, JBL has approx 17%; states outsourcing has gotten bigger among Tier 1s... close to 50% of rev in future will come from collaborative design work... 3 of 5 fast growing relationships are using product development; 80% of customers require product development... co states their Top 3 relationship's sr mgmt says that operation optimization is the most important thing to their business these days.
    =====================================
    وهذا الشارت

    على فكرة اول مرة اقول توصية شراء ستوب لوز
    البيع ان نزل السوق عن 1965 مع انه سهم نايس
     

    الملفات المرفقة:

    • untitled.JPG
      untitled.JPG
      حجم الملف:
      49.8 KB
      المشاهدات:
      87