CC Wealth Ltd Reports

CC Wealth Ltd reports on the successful agreement between Tower Semiconductor Ltd and Japanese electronics giant Panasonic Corp.

Tower J.V with Panasonic

CC Wealth Ltd reports on the successful agreement between Tower Semiconductor Ltd and Japanese electronics giant Panasonic Corp.

The expected deal between Panasonic Corp and the Israeli company Tower Semiconductor Ltd's Japanese entity Tower Jazz has been successfully negotiated with the Tower seeing the markets respond to the news with enthusiasm, driving the company's stock 53% higher in trading following the announcement. The highest such move in the company's history since its listing.


The latest step in Panasonic's plan to reduce by half its workforce in its consumer electronics division and concentrate on more profitable divisions including its Healthcare Electronics division included the sale of the majority stake in three of its chip manufacturing plants to Israeli firm. The deal worth $99 million will see Tower Jazz receive 49% of the new entity and allow Panasonic even more leeway to engage in its aggressive restructuring efforts.

"Given all that has been happening at Panasonic over the year this deal was always viewed as one that would be made no matter what, only the small details had to be ironed out. The surge in Tower's share value however certainly exceeded even the most optimistic of market analysts forecasts, even we had had predicted a rise of between 20% and 24% at the upper limit" detailed Jason Fields, Trading Partner at CC Wealth Ltd.

The surge in Tower Semiconductor Ltd's value reached a high of 53% before closing the day's trading up 45%, eclipsing its previous one day record of advance of 18% following its securing a much needed credit line from Wells Fargo, the largest such moves since the company's 1994 market debut. Panasonic Corp's own share value continued its seesawing climb bringing the company's ROI to 143.78% for the year to date.


"All in all the deal is a good arrangement for both parties and is expected to allow far more scope for growth in Tower's case and more freedom for Panasonics restructuring to continue towards their final form. Investors in both companies are justifiably happy that such a common sense solution was agreed upon in the short timeframe that it was offered. Of the two parties involved it is our view that Panasonic offers more opportunity for additional gains over the next year" concluded Peter Fields of CC Wealth Ltd.

http://www.bloomberg.com/news/2013-12-20/tower-jumps-53-after-buying-panasonic-s-chip-foundries.html
http://www.bloomberg.com/quote/TSEM:US
http://www.bloomberg.com/quote/6752:JP