Magnachip Semiconductor Gestione
Criteri Gestione verificati 2/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Chae Lee
Amministratore delegato
n/a
Compenso totale
| Percentuale dello stipendio del CEO | n/a |
| Mandato del CEO | no data |
| Proprietà del CEO | n/a |
| Durata media del management | 4.4yrs |
| Durata media del Consiglio di amministrazione | 3.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jun 01
Magnachip Semiconductor: A Coiled Spring Play In The AI Era
Summary Magnachip Semiconductor is pivoting to high-margin power electronics, exiting its loss-making OLED driver business and launching next-gen transistors for AI infrastructure. Magnachip’s restructuring, including a one-third workforce reduction, lowers its break-even point and positions the company for improved margins and operational efficiency. Despite recent share price gains, MX trades at a significant EV/Sales discount to both direct peers and global leaders, with further upside if commercialization targets are met. Risks remain from Chinese price competition and short-term margin volatility, but MX’s strong balance sheet and product pipeline support a bullish medium-term outlook. Read the full article on Seeking AlphaArticolo di analisi • Jan 07
Is Magnachip Semiconductor (NYSE:MX) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Nov 08
Benign Growth For Magnachip Semiconductor Corporation (NYSE:MX) Underpins Stock's 28% Plummet
Magnachip Semiconductor Corporation ( NYSE:MX ) shareholders won't be pleased to see that the share price has had a...Articolo di analisi • Aug 12
Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 33% Share Price Plunge
Magnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 33% after a relatively good...Articolo di analisi • Jun 16
Shareholders May Be Wary Of Increasing Magnachip Semiconductor Corporation's (NYSE:MX) CEO Compensation Package
Key Insights Magnachip Semiconductor's Annual General Meeting to take place on 23rd of June Salary of US$561.7k is part...
Nuova narrazione • Apr 04
Next-generation Power Products Will Unlock Automotive And AI Markets
The strategic shift to focus on power businesses and expand into automotive, industrial, and AI markets is aimed at enhancing profitability and net margins.Articolo di analisi • Mar 29
Why Investors Shouldn't Be Surprised By Magnachip Semiconductor Corporation's (NYSE:MX) 25% Share Price Plunge
Magnachip Semiconductor Corporation ( NYSE:MX ) shares have had a horrible month, losing 25% after a relatively good...Seeking Alpha • Feb 11
Magnachip: Potential Sale Is The Only Way Out
Summary Magnachip is up for sale at up to $274 million, serving as a potential catalyst, but its negative profitability makes it a hold for now. The company has a strong balance sheet but is facing declining sales and profitability, making a sale to a larger player the best path forward. Magnachip remains an innovator with valuable assets and technological talent, increasing its attractiveness for a potential buyout. Investors should hold and monitor for buyout news, with a potential buy recommendation if the stock drops below $3 or more evidence of a sale emerges. Read the full article on Seeking AlphaArticolo di analisi • Dec 27
Health Check: How Prudently Does Magnachip Semiconductor (NYSE:MX) Use Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Nov 27
Magnachip Semiconductor Corporation's (NYSE:MX) Prospects Need A Boost To Lift Shares
You may think that with a price-to-sales (or "P/S") ratio of 0.7x Magnachip Semiconductor Corporation ( NYSE:MX ) is...Seeking Alpha • Jul 24
Magnachip Semiconductor: Rolling The Dice On A Speculative Turnaround
Summary The charts have leaned bearish for a long time for MX, but the last few months have been more neutral and some would even say bullish. The headline numbers have been getting worse in recent years, but growth has returned under the hood, and they are expected to get better. A low valuation for MX is arguably justified if MX keeps contracting, but not if MX returns to growing the top line and the bottom line thereafter. Long MX is a bet with risks attached, and it may not necessarily pay off, but there is enough to think it will in due time. Read the full article on Seeking AlphaSeeking Alpha • May 14
Magnachip: Buy The Stock For Cash On The Balance Sheet, Get The Chip Business For $1 Per Share
Summary Magnachip Semiconductor's stock has dropped to just under $5 per share, making it incredibly undervalued. Insiders, including the CEO, have been accumulating shares, indicating confidence in the stock's undervaluation. The company reported better than expected Q1 2024 earnings and has secured new design wins, suggesting future growth potential. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Magnachip Semiconductor: An Intriguing Stock On A Bad Streak
Summary The stock hit a new multi-year low after a Q4 report that might have been the worst ever, but MX has been on the move lately. MX is on an awful streak with the stock losing ground for almost three years, which might nonetheless be an opportunity for some. MX is calling for a return to growth in 2024 after many years, but how sustainable it is is up for discussion for several reasons. Long MX will find its supporters, and not without reason, but there will also be those who are not yet convinced now is the time. Read the full article on Seeking AlphaArticolo di analisi • Mar 01
Revenues Working Against Magnachip Semiconductor Corporation's (NYSE:MX) Share Price
Magnachip Semiconductor Corporation's ( NYSE:MX ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a...Seeking Alpha • Jan 01
Magnachip: This $7 Stock Could Be The Biggest Bargain In The Chip Sector
Summary Buying undervalued stocks during tax-loss season can lead to big gains into the New Year. Buying tech/chip stocks at or near cyclical lows can also generate big profits. Magnachip Semiconductor appears to have hit rock-bottom levels and could rebound significantly in the coming upcycle. This company has a cash-rich balance sheet and a significant share buyback plan, plus insiders have recently bought shares. I am Hawkinvest. For many years I have been researching and writing about contrarian buying opportunities that can create outsized portfolio gains. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
The Unfulfilled Promise Of Magnachip: Assessing Its Latest Quarter's Performance
Summary Magnachip Semiconductor Corporation is a deeply undervalued semiconductor company with a market cap of $260 million. The company's potential acquisition by a Chinese firm was blocked by CFIUS, causing its share price to decline. Magnachip's revenue is declining, but there is hope for a turnaround in 2024 with a recovery in the power segment. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
Magnachip Semiconductor: Is The Worst Finally Behind Us?
Summary Magnachip Semiconductor Corporation stock has recently suffered a significant decline, but there are reasons to stay invested. Short-term momentum is against investors, but Magnachip Semiconductor is expected to see revenue recovery in 2024 and 2025. The company has a strong cash position and aggressive buyback program, indicating optimism for a turnaround. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
Magnachip Semiconductor: May Be Worth Another Look - With A Major Caveat
Summary The stock price has fallen below book value, which some see as a sign it is time to go long MX, but that alone is not necessarily enough. MX is deep in the red for a host of reasons, some of which are likely temporary in nature, but also some that may not go away easily. A turnaround might be close at hand, assuming MX manages to snag new customers, especially with the introduction of new products for the automotive market. MX has the potential to become a winner where it is at, but it is also risky in the sense that it could lead to a losing bet. Read the full article on Seeking AlphaSeeking Alpha • Jul 06
Magnachip Semiconductor Corporation Stands At A Critical Juncture
Summary Growth and momentum at Magnachip Semiconductor stand at a critical juncture on a natural path to expansion or perhaps stagnation. MX stock is lightly followed and traded. Once bullish the bloom faded and the price withered. Hold or Moderate Buy can be an opportunity for small investors but cautiously. Headwinds and risks outweigh some forecasts for an average target price of $13 to $16 but we are skeptical. Read the full article on Seeking AlphaAMMINISTRATORE DELEGATO
Chae Lee (61 yo)
no data
Mandato
Mr. Chae Lee is CEO & Director of Magnachip Semiconductor Corporation from July 1, 2026. Mr. Lee has been Director at Lion Semiconductor Inc. since July 2020. He is Director of Algorithmic Intuition Inc. H...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CFO, Secretary & Chief Accounting Officer | 6.3yrs | US$1.19m | 0.32% $ 482.0k | |
| Act. Co-GM of Power Analog Sol. | 2.5yrs | US$432.83k | 0.43% $ 651.8k | |
| CEO & Director | no data | Nessun dato | Nessun dato | |
| Chief of Strategic Planning | 7.8yrs | Nessun dato | Nessun dato | |
| CTO of PAS Group | no data | Nessun dato | Nessun dato |
4.4yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di MX è considerato esperto (durata media dell'incarico 4.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | no data | Nessun dato | Nessun dato | |
| Chairman of the Board | 9.9yrs | US$930.19k | 0.24% $ 362.6k | |
| Independent Director | less than a year | Nessun dato | 8.43% $ 12.7m | |
| Lead Independent Director | 3.2yrs | US$349.19k | 0.72% $ 1.1m | |
| Independent Director | 6yrs | US$283.19k | 0.28% $ 415.2k |
3.2yrs
Durata media
53yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MX sono considerati esperti (durata media dell'incarico 3.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 17:28 |
| Prezzo dell'azione a fine giornata | 2026/07/02 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Magnachip Semiconductor Corporation è coperta da 6 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Muse | Barclays |
| Timothy Luke | Barclays |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |