FLEX - Flextronics International Ltd. (NASDAQ:FLEX)

dovebbe essere speculata al ribasso oggi.. vediamo che aria tira
 
notevoli escursioni intraday
 
da yahoo:

The arb's are shorting FLEX and buying the cheaper SLR and investors are going to have to live with a trading scenario for awhile that should have wide pps swings in FLEX. However, once the dust settles, FLEX will emerge a better company since they are really buying SLR on the cheap.

FLEX Today:
Current assets: $5.6B
NTA: $2.9B
Cash: $714 million
LT liabilities: 6.1B
Revenues: $20B

SLR Today:
Current assets: $4.6B
NTA: $2.6B
Cash: $1.07B
LT liabilities: $616 million
Revenues: $11B

Looks to me, that a primarily stock based purchase that gets you $11B in revenues, $1+B in cash and only $616 million in LT debt is a pretty good deal.
 
-zeneize- ha scritto:
da yahoo:

The arb's are shorting FLEX and buying the cheaper SLR and investors are going to have to live with a trading scenario for awhile that should have wide pps swings in FLEX. However, once the dust settles, FLEX will emerge a better company since they are really buying SLR on the cheap.

FLEX Today:
Current assets: $5.6B
NTA: $2.9B
Cash: $714 million
LT liabilities: 6.1B
Revenues: $20B

SLR Today:
Current assets: $4.6B
NTA: $2.6B
Cash: $1.07B
LT liabilities: $616 million
Revenues: $11B

Looks to me, that a primarily stock based purchase that gets you $11B in revenues, $1+B in cash and only $616 million in LT debt is a pretty good deal.
mi sembrava eccessivo 10,7 anche perchè ci è arrivata da 10,85 in poco tempo
 
Fortunatamente le ho liquidate a 11,7 due giorni prima che uscisse la notizia.
Troppo alto il prezzo pagato per l'acquisizione di Solectron , ora ci vorra molto tempo prima la digerisca e dunque per il momento meglio lasciar perdere.
 
uscito intrad a 11,10 di nuovo. Forse domani è il suo turno. Adesso c'è stata un'entrata pesante con circa 450.000 nel giro di pochi minuti
 
ritornata a livelli interessanti
Credit Suisse Reiterates Flextronics International At Outperform With $14 Price Target
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16 October 2007, 09:44am ET

(RTTNews) - Credit Suisse Reiterates Flextronics International (FLEX) At Outperform With $14 Price Target

domani la trimestrale
FLEX Q2 2008 Q2 2008 Flextronics Earnings Release $ 0.23 n/a $ 0.20 23-Oct-07
 
discesa eccessiva improvvisamente forse occasione di acquisto
 
occhio: siamo ancora più sotto adesso ;)
 
tonfo anche per questa, CLS e SANM(queste stanno già rimbalzando dai minimi
 
vicina a segnale di acquisto. Bollinger inf attorno a 9,6
 
Nessuno più segue questo titolo?????? Entrato a 9,66.........Ciao a tutti!!!!! :)
 
siamo a 2.24$....

x me è buy enorme... che ne dite?
 
salita sino a 3,4...

adesso ridescesa a 2.8... x me nuova base di acquisto.
 
7,82

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chart.ashx
 
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