Ao minuto: Irão ataca base militar dos EUA no Qatar

[Zeb_PT]

Grande salto, mas não me pareceu vencer os importantes 5,17-5,12.
Abriu nos 5,26, foi aos 5,42 ams não aguentou e agora já vai nos 5,12. Um bom exemplo de não dar muita importancia à primeira hora de negociação...

[super_fm]

Geneva, December 10, 2012 -

STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronic applications, announced today its new strategic plan. The plan is the outcome of a strategic review started more than a year ago, as the company saw major changes in the dynamics of the wireless market.

“Today we are announcing the new ST, aligned with the new market environment,” said Carlo Bozotti, President and CEO of ST. “Based on that, we have made the decision to exit ST-Ericsson after a transition period. We will continue to support ST-Ericsson as their supply-chain partner, advanced process-technology partner and application-processor IP provider.”

“Our new strategy is centered on leadership in sense and power and automotive products, and in embedded-processing solutions,” continued Bozotti. “Our specific focus is on five product areas: MEMS and sensors, smart power, automotive products, microcontrollers, and application processors including digital consumer.

These families are expected to experience solid growth rates driven by secular trends and fit extremely well with our market-leading positions and competitive advantages. Our innovative products in these areas combined with our world-class technology and manufacturing, bring us even more opportunities to significantly grow and gain market share.

“The new ST will be more focused, leaner and better positioned to deliver value to our customers and our shareholders, targeting to rapidly achieve operating margins of 10 percent.”

New strategy
The company’s new strategy is based on two product-segment organizations: Sense & Power and Automotive Products; and Embedded Processing Solutions.

ST will build on its leading position in Sense & Power, which includes MEMS and sensors, power discrete and advanced analog products, and in Automotive Products, from powertrain to safety, and from body to infotainment.

In Embedded Processing Solutions the company will focus on the core of the electronics systems rather than on wireless broadband access. The Embedded Processing Solutions segment includes microcontrollers, imaging products, digital consumer products, application processors and digital ASICs.

In line with the new financial model, the company expects both product segments to be profitable and to generate cash. In particular, Embedded Processing Solutions will turn to profitability leveraging on a stronger product and technology focus, expanded customer base and manufacturing synergies between microcontrollers and digital products.

ST will address an estimated $140 billion market* in 2013 and has significant potential to grow and gain market share.

“The opportunities in this industry are extremely exciting,” said Bozotti. “As semiconductors continue to be more pervasive, we see a world where ST products are everywhere microelectronics make a positive contribution to people’s lives. With our new strategic plan, we will grow faster, be more profitable and overall become an even stronger company.”

ST-Ericsson
As a consequence of the major changes that occurred in the dynamics of the wireless market, ST has taken the decision to exit ST-Ericsson after a transition period and is currently in negotiations on exit options. This disengagement process has started, with the transition expected to end during the third quarter of 2013. While no further details can be provided at this time, any option taken will be in line with the new financial model as presented by ST today.

ST will continue to support ST-Ericsson as its supply-chain partner, advanced process-technology partner (FD-SOI) and application-processor IP provider.

ST continues to pursue significant growth opportunities in wireless through its leading product portfolio.

Financial model
ST is targeting an operating margin of 10 percent or more. In order to achieve the new financial model, ST expects to reduce quarterly net operating expenses to an average quarterly rate in the range of $600 million to $650 million by the beginning of 2014.

Fonte: www.st.com

Ora aí está! Abertura a subir cerca de 6% com as notícias de hoje. Abraço!

[super_fm]

Geneva, November 30, 2012 -
STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced that it will present its new strategic plan on Monday, December 10, 2012 before European stock markets open.


The press release will be available immediately after publication on the Company’s website at www.st.com.

The management of STMicroelectronics will conduct a conference call on December 10, 2012 at 9:00 a.m. Central European Time / 3:00 a.m. U.S. Eastern Time, to discuss the new strategic plan, followed by a Q&A session.

A live webcast of the conference call will also be available via the Internet by accessing http://investors.st.com

Fonte: www.st.com

A ver vamos o que vai sair dali, já que a separação de modelo de negócio foi já desmentido pela empresa. Abraço.

[AxeRiver]

3 toques na LTD. Se perder os 4,15€ o titulo dará um novo importante sinal de fraqueza.

Na minha opinião, que o fique com uma posição mais optimista de médio prazo, só após a quebra desta LTD e posteriormente dos 5,20€ (último máximo relativo).

Vamos ver qual o caminho que o título escolhe.

ga.

[super_fm]

Pois e Elias... Foi o que a noticia da separacao de negocios e posterior desmentido. Aguardo pela abertura de amanha para decidir tomada de mais-valias ou recolacacao do stop. Abraco.

[Elias]

que vela marada

[super_fm]

(Boursier.com) -- STMicroelectronics s'envole de 10,6% à la mi-journée en bourse, à 4,856 euros, alors qu'une source proche du dossier a fait savoir à Bloomberg que le groupe franco-italien était en train de réfléchir à une scission de l'entreprise d'ici la fin de l'année. Selon cet informateur, le groupe pourrait séparer son activité spécialisée dans les puces et les capteurs analogiques de celle portant sur les actifs numériques, utilisés dans les décodeurs, les téléviseurs et les terminaux mobiles.

Une décision pourrait être prise d'ici la fin de l'année, mais aucun scénario n'a encore été arrêté, et STMicroelectronics pourrait décider de conserver sa structure actuelle, a tenu à souligner la source. La coentreprise en difficulté ST Ericsson pour faire partie des actifs vendus avec le pôle numérique. Samsung Electronics est cité comme un prédateur potentiel.

Fonte: Boursorama

[super_fm]

WTF?!

http://www.lecho.be/bourses/STMicroelec ... .360114913

A que se deveu este disparo de 12%??

Não que me esteja a queixar!

[super_fm]

STMicroelectronics NV (STM) rose the most in more than two months as Europe’s largest semiconductor company and Ericsson AB said they’re working with an adviser on options for their unprofitable chipmaking venture ST-Ericsson.

“It is natural for the parent companies to continuously review the strategy” of the venture, the two partners said in a statement today, adding that they’re working “to ensure the best possible future” for the unit. STMicroelectronics gained as much as 5.5 percent to 4.55 euros, the biggest intraday advance since Aug. 3.

The 50-50 partnership hasn’t turned profitable since it was formed in 2009. Geneva-based ST-Ericsson said in July the second-quarter net loss widened to $318 million from $221 million a year earlier. In April the venture announced a plan to eliminate 1,700 jobs and on July 1 completed the transfer of its application processor development team to STMicroelectronics as part of a program to trim costs.

“ST-Ericsson is too small for its research and development to remain competitive,” said Hakan Wranne, a Stockholm-based analyst at Swedbank AB. “It’s something they should divest. It’s hard to find a reason for them to keep the company.”

STMicroelectronics was up 5.3 percent as of 2:35 p.m. in Paris trading, giving the company a market value of 4.13 billion euros ($5.35 billion).

ST-Ericsson mandated JPMorgan to study strategic options, Les Echos reported today. The newspaper also reported that STMicroelectronics and the French state are in talks on research and development investments at a nanotechnology plant in Crolles, southeastern France.


Fonte: Bloomberg

[super_fm]

Hoje esta menina parece estar com a força toda. A zona dos 4,40 (não tenho o gráfico presente para dar valores mais exactos) parece ter servido de suporte, não? Abraço.

[cjmbarbosa]

Próxima resistência ali na zona dos 5,70 / 5,72? Parece-vos correcto ou identificam uma zona diferente? Abraço!

Sim ...mas primeiro vai ter ali um osso duro de roer na zona dos 5,15-5,20€.

Indicadores quase esticados excepto macd com espaço para subir.

Já agora ...considero que a ultima vela ... seja uma vela de exaustão. Stops apertados que a malta tem que acautelar os ganhos.

PS: Estou dentro a 4,40€.

[super_fm]

Próxima resistência ali na zona dos 5,70 / 5,72? Parece-vos correcto ou identificam uma zona diferente? Abraço!

[Elias]

Não dei conta de nada

[Rags]

Rags,

E se for assim? Resistência nos 4,40 com falsa ruptura, reteste ao suporte.

A semana passada não teria em conta os 4,40 (poucos toques), mas ao dia de hoje e com o reteste que referiste faz sentido.


Já agora sabes de algum motivo para o Gap down do dia 05?

[Elias]

Rags,

E se for assim? Resistência nos 4,40 com falsa ruptura, reteste ao suporte.

[Rags]

Aquele reteste não foi bem como eu esperava, mas lá se endireitou e segue com o objectivo do target do duplo fundo.

[Rags]

STM a fazer o reteste à neckline do duplo fundo.

[Rags]

STM a testar o suporte e com divergência positiva no gráfico horário.

Vamos ver se o suporte e a DP têm força e invertem a tendência bastante negativa de curto prazo.

[super_fm]

No momento não tenho acesso ao gráfico desta menina, mas pereceu-me ter uma reacção interessante na tarde de hoje... Reaação positiva à zona dos 6,00 € / 6,05 €? Suporte a considerar? Aguarda-se opinião dos mais experientes... Abraço...

[super_fm]

Depois de uma quedas ´há uns dias atrás voltou às subidas nos dias de ontem e de hoje, tendo fechado hoje acima dos 5,80, com um volume de 8.000.000. Abraços!

[super_fm]

Dia interessante o desta menina... Subiu quase 7%, fechou acima dos 5,70 € (não tenho acesso neste momento ao gráfico para confirmar a resistência, mas tenho uma ideia que haverá algo nesta zona dos 5,70€) e com um volume perto dos 10.000.000. Opiniões dos mais experientes nestas lides? Abraço.

[flugufrelsarinn]

Aquilo que disse no tópico da arcelormittal confirmou-se neste 1º o falso break, com um volume bom mas que não convence da MM200 tendo acabado no intraday já abaixo dela.
2ª ruptura com bastante volume. Reteste realizado (parece)! Parece ser um bom ponto de entrada com um stop pelos 5,30.


image upload

[Elias]

STM tenta encontrar um fundo e formar uma base que lhe permita uma inversão para alta.

Os sinais de possível inversão acumulam-se, a saber:
- possível duplo fundo na zona dos 4 - 4,15;
- cotação a namorar a MMS200
- golden cross à vista

No entanto, a zona dos 5,40 tem-se mostrado dura de roer (houve uma falsa ruptura em Janeiro) e enquanto esta zona não ficar definitivamente para trás não podemos ainda "proclamar" a inversão.

Nota: não tenho posições na STM

[Elias]

STMicro dragged down by mobile woes

PARIS | Tue Jan 24, 2012 6:47am EST

(Reuters) - Shares in Europe's biggest chip maker, STMicroelectronics (STM.PA), dropped on Tuesday after fourth-quarter results showed deep problems at its mobile joint venture that analysts warned could force it to miss out on a tech sector revival.

STMicro also sounded cautious about its prospects for 2012, predicting a 4-10 percent sequential dip in first-quarter revenue, largely because of the woes of its wireless joint venture with Ericsson (ERICb.ST).

The unit, ST-Ericsson, is struggling to cope with a steep drop off in demand from its biggest customer, handset maker Nokia (NOK1V.HE).

At 1032 GMT, STMicro's shares were down 5.9 percent, making it the biggest loser on France's blue-chip index .FCHI.

ST-Ericsson is a key supplier for Nokia's Symbian platform. It has been hit hard as the Finnish vendor loses out to Apple Inc (AAPL.O) and Google Inc (GOOG.O) in the smartphone market and by a decision earlier this year to swap Symbian for Microsoft Corp (MSFT.O) software.

The problems were deep-rooted and would take time to resolve, CEO Carlo Bozotti said in a conference call on Tuesday.

"A few years ago, sales to Nokia accounted for about 20 percent of our revenue, today it is around 10 percent and we think it will go lower," he said. "We are focusing on expanding our customer base. But it's hard to cope with sudden, brutal cuts in volumes at your biggest customer."

LAGGING THE SECTOR

Other chip makers such as Texas Instruments (TXN.O) and chip equipment maker ASML (ASML.AS) have sounded more upbeat about the outlook for chip demand this year.

"We believe there will be a recovery in the semiconductor market this year, but we prefer to remain cautious about the speed of it given the uncertainty around the global macroeconomic outlook, especially in Europe," said Bozotti.

Investment bank Natixis said STM's cautious guidance for the first quarter of 2012 showed how problems at the joint venture meant it could miss out on the recovery in the sector.

"Even though the companies in the sector all seem to agree that the inventory correction ended in the fourth quarter, we don't think STM is the stock to bet on to capitalize on the beginning of the recovery in the market," the analyst wrote.

To turn things around at ST-Ericsson, Didier Lamouche, the chief operating office at STMicro was named as CEO of the mobile joint venture in early December.

Lamouche, who carried out deep restructuring during his successful turnaround of French IT group Bull from 2005-2010, said he planned to spent the next month carrying out an audit of the company's portfolio and situation to figure out what to do.

"The second phase in February and March will then be to set a long-term strategic plan, budget, and leadership for ST-Ericsson," he said on the conference call. "After April we will start carrying it out."

Lamouche said his main goal was to set ST-Ericsson on a path to sustained profitability by reducing its break-even point through cost cuts and expanding its customer base.

Asked whether job cuts were on the cards, Lamouche said it was too early to comment but said the company had many ways to reduce costs and improve efficiency. In June, ST-Ericsson announced a cost savings plan, including 500 job cuts, aimed at reducing $120 million in expenses by end of 2012.

Lionel Pellicer, analyst at Alphavalue, said STMicro's prospects this year were tied to the mobile joint venture.

"There was no improvement at ST-Ericsson this quarter, which remains the group's weakest point. As long as there is no progress at ST-Ericsson, there will be no improvement in STMicro's profitability," he said in an interview.

[Elias]

Agenda AOF / Sociétés France - Lundi 23 janvier 2012 :


(AOF) -
STMICROELECTRONICS
Le fabricant franco-italien de semi-conducteurs publiera ses résultats annuels après la clôture de Wall Street.