
Stats Chippac / Semi conductor: CS Asian Investment Conference hosted key semi-con co’s, namely TSMC, ASE, Mediatek, SPRD, RDA and SMIC. Overall, note that the foundry position remains intact but pausing near-term. TSMC and SMIC both affirmed a muted outlook for 2Q13 following early pull-ins and believe some Apple chain weakness. Stats Chippac key customer TSMC however still sees above industry growth for the full year and expects its 28nm technology to remain full, with strong mix shift to HKMG offsetting some competitive share shifts as 28nm LP matures. Mgt remains optimistic investing in growth and potential on 20nm, announcing up to US$1.5 bn bond offering and spending US$1b last yr and US$2-4 b on 20nm ahead of 2013.
Separately, recall that Stats Chippac is set to replace HPH Trust in the STI Mid Cap Index, with HPH Trust shifting up to the STI index to replace F& N. One would expect mutual funds/etfs which track the performances of such index to do the necessary adjustments/weightings within their portfolio, which could be beneficiary for the HPH Trust and Stats Chippac.
Thanks Terence.
terencee ( Date: 27-Mar-2013 14:40) Posted:
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Think its about time to close up the gap. LOL.. Then you can exit comfortably 
Octavia ( Date: 27-Mar-2013 11:07) Posted:
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It is time to move up loh....lol
Semiconductor firm STATS ChipPAC Ltd Thursday said holders of its outstanding US$241.6 million of 7.5 per cent senior notes due 2015 can now exercise the option to redeem them on April 19, 2013.
According to the contract terms, the redemption price for the notes will be 105.848 per cent of the principal amount and accrued and unpaid interest, if any. The company will cancel the notes on redemption, it said.
Semiconductor firm STATS ChipPAC Tuesday said it will issue US$255 million of 4.5 per cent senior notes due 2018 in a private placement.
Interests on these notes will be payable semi-annually on March 20 and Sept 20 of each year, beginning with Sept 2013.
The new notes will be redeemable at the company's option from March 20, 2016 at certain prices, subject to change of control. Before March 20, 2016, the notes can be redeemed at the company's option at a " make-whole premium" .
STATS ChipPAC plans to use the net proceeds, together with cash on hand, to pay fractional entitlements under the terms of yesterday's announced exchange offer as well to refinance any remaining existing notes not tendered in the exchange offer.
Last time, I hv a gf.
A lot of pple oso noe her.
We  used 2 call her " Meiban" .
I bot her 40 lots @ 0.330 under CPF.
Sold all @ 0.400 b4 privatize last yr.
Now I hv a new gf.
She's " StatsChP" .
I oso bot her 40 lots @ avg 0.320 under CPF.
Not selling cos I belief BBs r still inside.
Cos they r drawing a dwn trend chart now.
('',)
Dunno why, today I missed Meiban ley...
Keeke...
StatsChP since last wk Mon oredi open high close low.
Even today's too.
('',)
If 0.415 cnt hold, gone case liao... 
Even today's too.
- 25-Feb-2013 (Mon) Open 0.475 High 0.480 Low 0.465 Close 0.465
- 26-Feb-2013 (Tue) Open 0.460 High 0.465 Low 0.450 Close 0.455
- 27-Feb-2013 (Wed) Open 0.455 High 0.460 Low 0.450 Close 0.450
- 28-Feb-2013 (Thu) Open 0.460 High 0.460 Low 0.450 Close 0.450
- 01-Mar-2013 (Fri) Open 0.455 High 0.455 Low 0.445 Close 0.445
- 04-Mar-2013 (Mon) Open 0.445 High 0.445 Low 0.425 Close 0.425
- 05-Mar-2013 (Tue) Open 0.425 High 0.425 Low 0.415 Close 0.420 (Est.)
('',)
If 0.415 cnt hold, gone case liao... 
Bon3260 ( Date: 04-Mar-2013 09:00) Posted:
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Today's movemt looks alike 17-Jan-2013 (Thu).
 
17-Jan-2013 (Thu) Open 0.440 High 0.440 Low 0.420 Close 0.430 |   | ||||
S24 (STATSChP) |   | ||||
  WEIGHTED AVG PRICE :   0.4292  |   LAST DONE PRICE :   0.430  |   | |||
  SPREAD/PRICE RATIO :   0.0116  |   AVG TRADE SIZE :   14.134  |   | |||
Last | Trades | Vol | BuyVol | Mid | SellVol |
0.42 | 7 | 26 | 26 | 0 | 0 |
0.425 | 50 | 792 | 516 | 0 | 276 |
0.43 | 40 | 591 | 243 | 0 | 348 |
0.435 | 34 | 415 | 232 | 0 | 183 |
0.44 | 3 | 70 | 20 | 0 | 50 |
TOTAL | 134 | 1,894 | 1,037 | 0 | 857 |
 
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My view only...
Bon3260 ( Date: 04-Mar-2013 15:23) Posted:
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StatsChP now has 528 lots Q buy 0.425.
Later aft 4pm, BBs'll 1-shot sell dwn @ 0.425.
('',)
Shorts sell  50 lots @ 0.430.
Will buy bk 0.425 later...
Dot 5 days straight open high close low since last wk & it wun hv happened today...
Missed e boat... Shd hv shorts 0.445 tis morning...
: (
Ok, StatsChP opens 0.445.
 
S24 (STATSChP)
Bon3260 ( Date: 04-Mar-2013 09:00) Posted:
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Make sure u hv pwr hold dan u can buy.
StatsChP since last wk oredi open high close low.
A lot of pple r expecting today's too?
- 25-Feb-2013 (Mon) Open 0.475 High 0.480 Low 0.465 Close 0.465
- 26-Feb-2013 (Tue) Open 0.460 High 0.465 Low 0.450 Close 0.455
- 27-Feb-2013 (Wed) Open 0.455 High 0.460 Low 0.450 Close 0.450
- 28-Feb-2013 (Thu) Open 0.460 High 0.460 Low 0.450 Close 0.450
- 01-Mar-2013 (Fri) Open 0.455 High 0.455 Low 0.445 Close 0.445
- 04-Mar-2013 (Mon) Open 0.445 (Est.) High 0.455 (Est.) Low 0.445 (Est.) Close 0.450
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StatsChP oredi v gd, bit by bit drop...
Keeke...
Fully agreed...
Bon3260 ( Date: 01-Feb-2013 17:45) Posted:
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Any pull back below 0.490.
If u hv pwr hold, juz buy.
When StatsChP reaches 0.700, I'll quote tis post again.
('',)
Note: StatsChP close 0.490 as @ 01-Feb-2013.
If u hv pwr hold, juz buy.
When StatsChP reaches 0.700, I'll quote tis post again.
('',)
Note: StatsChP close 0.490 as @ 01-Feb-2013.
Bon3260 ( Date: 24-Nov-2012 18:30) Posted:
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I think they are accumulating cheap shares. These few days good news always ends up being neutral. Doesn't makes sense when company say profits estimated 18-20% increase.
iPunter ( Date: 30-Jan-2013 09:29) Posted:
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When big boys are scared, you buy?... lol... 

 
StatsChP during 0.295, I oredi felt v cheap.
Asked pple 2 buy, but pple scared.
They dot it'll drop further...
('',)
Always rmbr, when pple scared.
U buy...
Note: StatsChP close 0.500 as @ 29-Jan-2013.
Bon3260 ( Date: 21-Nov-2012 09:36) Posted:
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May have dividend this time. And possible takeover... It's a Temasek counter and Temasek rejected last offer of $1.20... This time I think even below $1 they will except...
Singapore – 15 January 2013
The news release announcing the fourth quarter and full year 2012 results will be disseminated on 31 January 2013(Thur) after the Singapore Exchange Securities Trading Limited (“SGX-ST”) market closes.
I think the performance is more on the mend.Good news.
– STATS ChipPAC Ltd. (“STATS ChipPAC” or the“Company” – SGX-ST: STATSChP), a leading provider of advanced semiconductor packaging and test services, announced today that it will hold a conference call with analysts and investors on Friday, 1 February 2013(Fri) at 8:00 a.m. in Singapore to discuss the Company’s results for the fourth quarter and full year 2012 and business outlook for the first quarter 2013.