HTC - Prime Markets

Jan 31, 2009
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British Columbiar
#3
HTC is looking at a census EPS of 18.92 for this year, and using the common p/e valuation for a component stock like this, 15x p/e ratio is fair for its value. We're looking at 280 for a fair value and the maximum valuation of 20x p/e gives us 376, however, it's unlikely for the Taiwan Stock Exchange to catch on a big bull due to new taxation regulations. HTC is not likely to reveal strong upward strength, but may be quite dangerous in a volatile market situation.
 
Feb 26, 2013
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#4
HTC is looking at a census EPS of 18.92 for this year, and using the common p/e valuation for a component stock like this, 15x p/e ratio is fair for its value. We're looking at 280 for a fair value and the maximum valuation of 20x p/e gives us 376, however, it's unlikely for the Taiwan Stock Exchange to catch on a big bull due to new taxation regulations. HTC is not likely to reveal strong upward strength, but may be quite dangerous in a volatile market situation.
good point, could be risky of course, a lot depends on their new product, might be a long term punt if you can read the tech sector
 
Feb 18, 2013
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#5
HTC has hitched its fortunes to a Windows based OS which is not the market leader. Brave or stupid move? In having to ask the question you've got your answer with regard to investment quality.
 
Jan 31, 2009
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British Columbiar
#6
good point, could be risky of course, a lot depends on their new product, might be a long term punt if you can read the tech sector
As the company is restructuring its strategy, we're looking at a slower mobile device growth compared to the previous skyrocket growth rate. Chances are HTC will strive again, but most likely we haven't reach the rock bottom yet, situation may get a little worse over this year and the following year, meanwhile, there are still some big uncertainties not cleared on macroeconomy level, the fiscal cliff, or european debts, there can be more difficult times for HTC. Nevertheless, they do have a few good products, we'll see how the competition goes this summer when Sammy releases their new flagship smartphone.:cheesy:
 
Feb 26, 2013
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#7
Feb 16, 2013
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#8
HTC just looks such good value the moment. What about the Blackberry acquisition, or other possible takers for them, if there are rumours re. Lenovo surely a takeover is likely in general?

As for the Windows direction, surely Microsoft aren't that much of a spent force - they are so BIG!

Thanks for all the tips guys.
 

rathcoole_exile

Well-known member
Jun 12, 2007
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Krung Thep Mahanakhon
#9
Taiwanese mobile maker HTC aims for Middle East growth

Taiwanese mobile maker HTC aims for Middle East growth - The National

Are HTC a good bet, are the prime markets they have identified going to deliver, or should we be looking to the US for long term investment?

Any thoughts welcome!

K
HTC were in the Middle East for a while a few years ago under the guise of the brand i-mate.
Just take a look at what happened to i-mate.

with all of the problems of counterfeiting, spares supply etc in the Middle East, I wouldn't count on that particular market to bolster any company's performance..
 
Feb 16, 2013
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#13
their stock is certainly down (something like 20% year on), due to report in a couple weeks, market saturation and price point seemingly the major factors
 
Feb 16, 2013
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#14
"Apple is a great example of a stock that got too popular for its own good."

"When a stock like Apple lures so many investors, who drive the price up, everything is fine as long as the company can deliver increasing sales growth and maintain industry-beating profits."

"But when the company's stellar growth or margins suffer even a bit, and the realities of economics set in, investors who priced the stock for perfection have second thoughts. "
 
Feb 26, 2013
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#15
More problems for HTC in the components area - Nokia has won a patent fight over a recording device in the HTC One meaning that production will all but cease until they can find a substitute component and supplier. 3% fall in shares. Whatever HTC's primemarkets if they cannot deliver a product they will lose out in Asia as they already have in Europe and US.