قبل فتح السوق) إلى الإخوة بريد الكتوني والم}شر والأستاذ وباقي الإخوة

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة أبو وليد, بتاريخ ‏9 نوفمبر 2001.

  1. أبو وليد

    أبو وليد عضو جديد

    التسجيل:
    ‏9 نوفمبر 2001
    المشاركات:
    147
    عدد الإعجابات:
    0
    (قبل فتح السوق) إلى الإخوة بريد الكتروني والمؤشر والأستاذ وباقي الإخوة في المنتدى

    الإخوة الأعزاء بريد الكتروني والمؤشر والأستاذ وباقي الإخوة في المنتدى:
    لقد كنت متابعا قديما لشركة SCRI وكنت قد تركت الأسهم الأمريكية لفترة زادت على أربعة أشهر ولما رجعت وجدت أن الشركة المذكورة قد انخفض سعرها أمس ووصل إلى حدود 16 دولار. وكان هذا شيئا ملفتا للنظر فالسوق في طلوع وهي في نزول لذا قررت قبل شرائها أن أقرأ عنها فوجدت أن أخبارها المنشورة طيبة والربع الثالث فيه زيادة كبيرة كما يظهر من التوضيح سفل الذي وجدته في Big chart.com وقررت طلبها بـ 15.7 دولار وبعد ساعتين نفذ طلبي وفوجئت أنها في آخر السوق نفذت بـ 14.20 .. ونفذ فيها أمس كميات كبيرة ..كما يظهر من الشكل في Big Chart.com


    السؤال هنا ما سبب هذا النزول الذي استمر عدة أيام مع أن الأخبار المنشورة ليست سيئة..وهل يعرف أحد أخبار سيئة عنها غير المنشور هذا؟ واضح فيها تصريف كبير..

    والسؤال الأهم هل أبيعا اليوم وأتحمل الخسارة؟؟
    ثم من ناحية أخرى هل ما حصل لهذه الشركة هو نفس ما حصل لبعض شركات الأدوية مثل Advp التي نزل سعرها خلال الثلاثة أيام الماضية من 45 إلى 38 دولار وشركة ESRX التي نزل سعرها خلال يومين أو ثلاثاثة من 34 إلى 26

    بمعنى : هل هو تغيير استراجية في القطاع الذي يشهد الإقبال أي البع في الصحيات والشراء بأسهم التكنولوجيا وهل الأفضل مسايرة التيار والبيع في هذا القطاع خوفا من نزول أكبر لأسهمه؟؟


    SICOR Announces Strong Third Quarter 2001 Financial Results
    TUESDAY, OCTOBER 30, 2001 8:02 AM
    - PRNewswire

    - Revenue up 26% to $90.6 million - Third Quarter Gross Profit Margins at 49% - Diluted Earnings Per Share up 113% at $0.17, Excluding One-time R&D Charges

    IRVINE, Calif., Oct 30, 2001 /PRNewswire via COMTEX/ -- SICOR Inc. today announced that total revenue for the three months ended September 30, 2001 increased 26% to $90.6 million compared to $71.8 million for the three months ended September 30, 2000, due to increased sales of finished dosage products in the United States. Gross margins increased from 45% in the third quarter of 2000 to 49% in the third quarter of 2001, due to an improved product mix and increased absorption relating to higher manufacturing volumes.

    Research and development expenses increased 46% to $5.2 million for the third quarter of 2001 compared to $3.5 million in the comparable quarter of the prior year. This increase is primarily due to the acquisition of Biotechna in July 2001 and the biotechnology effort underway in Mexico.

    Selling, General and Administrative expenses during the third quarter of 2001 decreased 13% to $13.3 million compared to $15.2 million in the same period a year earlier, which included a one-time charge of $2.5 million to establish a reserve, subsequently increased to $4.0 million, for costs that could be incurred in connection with the defense of an ongoing governmental investigation of reimbursements made under Medicaid. Excluding the one-time charge, SG&A expenses increased 5% due to the acquisition of Biotechna in July 2001.

    Included in the results for the three months ended September 30, 2001 is a non-cash compensation charge of $0.7 million relating to stock options issued in connection with a consulting agreement signed by the Company and a one-time $21.7 million write-off of in-process research and development associated with the acquisition of Biotechna in July 2001.

    Net income for the quarter ended September 30, 2001, excluding the one-time in-process R&D charge, was $18.7 million, or $0.17 per share on a diluted basis, compared to net income of $8.5 million, or $0.08 per share on a diluted basis in the comparable quarter ended September 30, 2000. Including the one-time in-process R&D charge, net loss for the third quarter was $3.0 million, or a loss of $0.03 per share on a diluted basis.

    For the nine months ended September 30, 2001, total revenue increased 25% to $265.7 million compared to $212.8 million for the nine months ended September 30, 2000. Gross margins increased from 44% in the first nine months of 2000 to 47% in the first nine months of 2001.

    Selling, General and Administrative expenses during the first nine months of 2001 increased 13% to $42.2 million compared to $37.3 million in the same period a year earlier, which included a one-time charge of $2.5 million to establish a reserve, subsequently increased to $4.0 million, for costs that could be incurred in connection with the defense of an ongoing governmental investigation of reimbursements made under Medicaid.

    Net income on a diluted basis for the first nine months of 2001, excluding the one time charge of $21.7 million, was $47.4 million, or $0.45 diluted earnings per share compared to net income of $19.8 million, or $0.20 diluted earnings per share for the same period of 2000. Including the one-time charge, net income for the first nine months of 2001 was $25.7 million, or $0.24 diluted earnings per share.

    "SICOR's third quarter financial performance, which resulted from positive business trends and tight operating controls, is a great way to start my tenure with the Company," stated Marvin Samson, president and chief executive officer. "I am particularly pleased with our strong growth in sales and significant rise in earnings, as these results reflect the strength and vitality of each of our subsidiaries. We are enthusiastic about the momentum we carry into the fourth quarter and next year, and our continued emphasis on cost-effective, innovative pharmaceutical products.

    "This quarter was also marked by two important projects," continued Samson. "First, the acquisition of Biotechna in July positions us as a significant player in what we believe will be the next area of growth for the generic pharmaceutical industry. Furthermore, our new protein manufacturing capability has already attracted exciting prospects with other drug companies around the world. Second, the success of our recent public offering, which was completed earlier this month, provides us with the financial ability to pursue growth strategies for both our core business and our new biopharmaceutical initiative. It is an exciting time for SICOR and I look forward to playing a role in continuing the strong track record established by the Company."

    SICOR Inc. invites you to listen to a live broadcast of its third quarter conference call on Tuesday, October 30, 2001 at 12:00 p.m. EST. The call will be hosted by Marvin Samson, president and chief executive officer, and can be accessed via our website at on the Investor Resources & News home page. In the event you are unable to listen to the live broadcast, the call will be archived and available for replay within two hours of the webcast.

    SICOR Inc. is a vertically integrated, multinational pharmaceutical company that focuses on generic finished dosage injectable pharmaceuticals, active pharmaceutical ingredients, or APIs, and generic biopharmaceuticals. Using internal research and development capabilities, together with operational flexibility and our manufacturing and regulatory expertise, SICOR is able to take a wide variety of products from the laboratory to the worldwide market. Leveraging these capabilities, SICOR concentrates on products and technologies that present significant barriers to entry or offer first-to-market opportunities. SICOR operates several manufacturing facilities in the U.S., Western and Eastern Europe and Mexico, while maintaining its corporate headquarters in Irvine, California.

    This press release contains forward looking statements that are subject to risks and uncertainties that could cause actual results to differ materially from those set forth in the forward looking statements, including whether the Company will continue to have strong performances, whether the Company will continue to have positive cash flow, whether financial results for 2001 will continue to improve, whether we can be profitable in the future, whether the Company will enter into collaborations with other drug companies, whether the public offering will provide us the ability to pursue growth strategies, and those matters set forth in the risk factors section of SICOR's Prospectus dated October 10, 2001, contained in the Company's Registration Statement on Form S-3 filed with the Securities and Exchange Commission. These forward looking statements represent the Company's judgment as of the date of this press release. The Company disclaims any intent or obligation to update these forward looking statements.




    الرجاء من الإخوة إبداء النصح قبل فتح السوق اليوم أوحتى بعد لمن لا يستطيع وشكرا جزيلا مقدما
     
  2. أبو وليد

    أبو وليد عضو جديد

    التسجيل:
    ‏9 نوفمبر 2001
    المشاركات:
    147
    عدد الإعجابات:
    0
    هل من تعقيب؟

    كان بالمناسبة لدي شركة هي EEEE وعرضتها برأس مالي وهو 46 سنتا وكنت يائسا من وصولها لهذا السعر وفوجئت بعد أربعة أشهر أنها بيعت قبل يومين...كذلك شركة CMGI التي وصلت قبل فترة إلى نحو 55 سنتا وبيعت يوم أمس بنحو 2.5 دولار... ما أعجب هذا السوق...

    يبدو لي أن السوق الأمريكي هو سوق مضاربة من الدرجة الأولى قبل أن يكون سوق استثمار وإلا كيف يكون ربح شركة مثل CSCO أربعة سنتات فقط ولا توزع أرباحا وسعرها قارب 20 دولار... يقولون هم ينظرون للمستقبل.. والمستقبل بيد الله.. وقد صدق زميل لي عندما قال من يشتغل بالسوق الأمريكية يستحق أن يطلق عليه:

    المليونير الفقير...فبين عشية وضحاها قد يصبح هذا أو ذاك..