cogo
P/E (ttm): 19.61
PERIOD ENDING ....31-Dec-07. 30-Sep-07. 30-Jun-07 .31-Mar-07
Retained Earnings .58,719 .. 51,267 .. 45,073 .. 39,415 <====
Total Revenue .....75,070 . 57,623 . 51,205 . 44,560 <===
Sale (buy) Stock... 2,445 .. 1,374 . 84,623 .... -
Net Borrowings....... 241 . (1,803).. (1,455).... 270 <---
Qtrly Revenue Growth (yoy): 36.80% <----V. Good
Qtrly Earnings Growth (yoy): 24.00% <---V.Good
Total Debt (mrq): 1.29M <---less than 1% of Revenue....V. Good
Shares Short (Feb08): 1.92M
Shares Short (as of 11-Mar-08)3: 2.10M <--increasing
Short % of Float (as of 11-Mar-08)3: 5.50%
Comtech Group, Inc. and its subsidiaries provide customized module design
solutions to electronic manufacturers in China. Its customized module
design solutions include mobile handsets modules for liquid crystal
display, camera, persistent storage, input/output, sound system, power
supplies, Bluetooth, and multimedia functionalities; telecom equipment
modules for fixed line telecom network, data communications, optical
transmission, and wireless base-station functionalities; and digital media
modules for digital set-top box, global positioning system, and multimedia
module in ****table media player and home entertainment. The company also
offers technology and engineering services, network system integration,
and
related training and maintenance services to telecom equipment vendors in
China and southeast Asia. It offers its solutions through its direct sales
force to mobile handset manufacturers, telecom equipment manufacturers,
and
digital consumer electronics manufacturers, as well as subsystem designers
and contract manufacturers. Comtech Group, formerly known as Trident Rowan
Group, Inc., was founded in 1917 and is headquartered in Shenzhen, China.
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NEWS ITEM:
http://biz.yahoo.com/prnews/080408/aqtu135.html?.v=39
Comtech Wins US$10 Million Agreement
EXCERPT FROM NEWS ITEM:
http://biz.yahoo.com/prnews/080313/aqth109.html?.v=39
our next acquisition target offers a great op****tunity to capture emerging
op****tunities with large, high-growth industries in China, such as green
energy, where we can leverage our existing business model with both new
and
existing customers to accelerate the Company's growth. We are planning to
close at least one acquisition within the first half of this year."
[[[[[[[[[[[[[BUY THIS DIP]]]]]]]]]]]
GUIDANCE FROM NEWS ITEM:
Based on existing visibility and new business in the pipeline, management
is providing 2008 full year guidance of $285 million in revenue and
Non-GAAP EPS Diluted of $0.90. The Company expects to be able to achieve
this aggressive goal despite a downturn in the US economy because its
business mainly targets the Chinese domestic and newly emerging markets,
which we expect to continue on a robust upward trajectory that offsets any
negative news from the US.
Mr. Kang remarked, "The outlook for our business remains strong. Comtech
has a twelve year history in which time we have weathered many tough
situations such as what we are seeing today with the US economy. Despite
minor setbacks, the Company has always achieved strong growth. We expect
to
continue last year's strong performance with robust growth of 25% to 30%
in
both revenue and Non-GAAP EPS
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entry : below $10...$8.25 on aquisition dip??
resistance: $11.99
http://stockcharts.com/charts/gallery.html?cogo
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