ChipMOS Technology Stock Analysis Blog (NASDAQ:IMOS)

This publication delivers less than $3,950 of value to you

From Marketwatch:

This report analyzes the worldwide markets for Advanced Electronic Packaging in Millions of US$. The specific product segments analyzed are Ball Grid Arrays, Chip Scale Packages, and Multi Chip Modules. The report provides separate comprehensive analytics for the US, Canada, Japan, Europe, Asia-Pacific, and Rest of World. Annual forecasts are provided for each region for the period of 2000 through 2015. The report profiles 77 companies including many key and niche players worldwide such as Advanced Semiconductor Engineering Group, ASAT Holdings Limited, STATS ChipPAC Ltd., Amkor Technology Inc., ASM International NV, ASM Pacific Technology Ltd., CARSEM, Chipbond Technology Corp, ChipMos Technologies, FlipChip International, Fujitsu Ltd, NEC Electronics Corporation, Orient Semiconductor Electronics, Sliconware Precision Industries Co., Ltd., STATS ChipPAC Ltd., Tessera, Inc., Toshiba America Electronic Components Inc., and Market data and analytics are derived from primary and secondary research. Company profiles are mostly extracted from URL research and reported select online sources.

The report costs $3,950 and analyzes 77 companies.  Most of the report is general information gleaned from public sources like NBER and the Fed, and private sources like ChipMOS’ annual report.  Writing about individual companies fills a small percentage of the report because it takes a lot of work to look at one company and deeply understand it.

At ChipMOSblog.com, we are taking the opposite approach in two ways.  First, we mostly start with the company and branch up to other categories.  Bottom-up analysis is superior to top-down analysis because we’re starting with tangible, concrete assumptions and using them to probe the global, generalized, abstract opinions of the market for errors.  Secondly, we make this analysis available to any reader.  It’s been shown that groups of investors, professional or amateur, outperform individual analysts.  ChipMOSblog can beat the market by bringing heads together.

So what’s it worth?  Well, it depends on how much you have in the company.  Your gains from reading this site need to be more than they would have been if you never ran across this site.  Say you have $1,000 in ChipMOS right now solely on our suggestion: money youotherwise would keep in the bank earning 2%.  ChipMOS doubles to $0.80 USD over 12 months, then you sell it. Because of our analysis you would make $1,000 instead of $20 - $980 of value!  That’s a typical amount invested, and that typical investor would probably never recover their money if they bought a $4,000 report.

We can’t say how likely that is, and you may have more or less invested.  Maybe you bought IMOS back at $3 like we initially did, so we’ve “subtracted value” for you in the short term.  And an institutional investor would probably rather buy a $4,000 report than pay a team of analysts $6,000 to think about it all week.  The point is that value needs to exist and be reasonably priced, and we do both here.