Avnet
Avnet is a global distributor of electronic components, enterprise computer and storage products, IT solutions and services and embedded subsystems. It has two primary operating groups: Electronic Marketing (60% of revenue) and Technology Solutions (40%). Both groups have operations in each of the three major economic regions: Americas, EMEA (Europe, Middle East and Africa) and Asia... Read More
Avnet is a global distributor of electronic components, enterprise computer and storage products, IT solutions and services and embedded subsystems. It has two primary operating groups: Electronic Marketing (60% of revenue) and Technology Solutions (40%). Both groups have operations in each of the three major economic regions: Americas, EMEA (Europe, Middle East and Africa) and Asia... Read More
Goldfield
Goldfield (GV) is a company primarily engaged in electrical construction, including the placement of fiber optic cable. It is also, to a much lesser extent, a real estate developer of residential properties on the east coast of Florida. The company supplies the management, labor, equipment and tools, while customers generally supply most of the required materials. It operates exclusively in the United States with a focus in the southeast... Read More
Goldfield (GV) is a company primarily engaged in electrical construction, including the placement of fiber optic cable. It is also, to a much lesser extent, a real estate developer of residential properties on the east coast of Florida. The company supplies the management, labor, equipment and tools, while customers generally supply most of the required materials. It operates exclusively in the United States with a focus in the southeast... Read More
Intevac
Intevac (IVAC) core business consists in designing, developing, and marketing hard disk drive equipment products and providing related services. The company is market leader in the sector, with 60% market share, and has one main competitor, Canon Anelva Corp., a subsidiary of Canon (CAJ). The hard disk drive equipment industry struggled after the financial crisis because of a lower level of investments by HDD producers (like Seagate (STX), Western Digital (WDC) and Toshiba (TOSBF)) and reduced PC sales due to increasing competition by tablets and smartphones that, instead, use flash memories. Read More
Intevac (IVAC) core business consists in designing, developing, and marketing hard disk drive equipment products and providing related services. The company is market leader in the sector, with 60% market share, and has one main competitor, Canon Anelva Corp., a subsidiary of Canon (CAJ). The hard disk drive equipment industry struggled after the financial crisis because of a lower level of investments by HDD producers (like Seagate (STX), Western Digital (WDC) and Toshiba (TOSBF)) and reduced PC sales due to increasing competition by tablets and smartphones that, instead, use flash memories. Read More
Seagate
In the following article I will use a FCFE model to estimate the equity fair value of Segate.
Seagate is a provider of data storage solutions, primarily hard disks. Revenue growth in the last 10 years has been 6% but it has been only 3.8% since 2010 due to the decrease in PC sales (Seagate's main customers are Dell and Hewlett Packard). In a recent conference call and presentations to investors, management stated that revenue is expected to grow... Read More
In the following article I will use a FCFE model to estimate the equity fair value of Segate.
Seagate is a provider of data storage solutions, primarily hard disks. Revenue growth in the last 10 years has been 6% but it has been only 3.8% since 2010 due to the decrease in PC sales (Seagate's main customers are Dell and Hewlett Packard). In a recent conference call and presentations to investors, management stated that revenue is expected to grow... Read More
Sina
Company's major segments are:
- SINA.com. SINA.com offers distinct and targeted professional content on each of its region-specific websites and a full range of complementary offerings.
- SINA mobile. The mobile portal, SINA.cn, provides news information and entertainment content from SINA.com customized for mobile users in WAP (mobile browser) and mobile application format, such as SINA News, SINA Sports, SINA Finance, SINA Entertainment and SINA Blog.
- Weibo (NASDAQ:WB). Weibo is a leading social media platform for people to create, distribute and discover Chinese-language content. Based on an open platform architecture, Weibo allows users to create and post feeds up to 140 Chinese characters and attach multi-media content, as well as access a wide range of organically and third-party developed applications, such as online games... Read More
Company's major segments are:
- SINA.com. SINA.com offers distinct and targeted professional content on each of its region-specific websites and a full range of complementary offerings.
- SINA mobile. The mobile portal, SINA.cn, provides news information and entertainment content from SINA.com customized for mobile users in WAP (mobile browser) and mobile application format, such as SINA News, SINA Sports, SINA Finance, SINA Entertainment and SINA Blog.
- Weibo (NASDAQ:WB). Weibo is a leading social media platform for people to create, distribute and discover Chinese-language content. Based on an open platform architecture, Weibo allows users to create and post feeds up to 140 Chinese characters and attach multi-media content, as well as access a wide range of organically and third-party developed applications, such as online games... Read More