Magic Software Enterprises Ltd. (MGIC)

https://de.finance.yahoo.com/quote/MGIC/profile?p=MGIC

Magic Software Enterprises Ltd. provides proprietary application development, business process integration, and vertical software solutions and related professional services in Israel and internationally. The company’s Software Solutions segment develops, markets, sells, and supports a proprietary and none proprietary application platform, software applications, and business and process integration solutions and related services. Its IT professional Services segment offers IT services in the areas of infrastructure design and delivery, application development, technology planning and implementation services, and communications services and solutions, as well as supplemental outsourcing services. The company offers Magic xpa, a proprietary application platform for developing and deploying business applications; AppBuilder application platform for building, deploying, and maintaining mainframe-grade business applications; and Magic xpi integration platform, a graphical wizard-based code-free solution. It also provides vertical software solutions comprising Clicks, a software solution for healthcare providers; Leap, a software solution for business support systems; Hermes Solution for both hubs and traditional air cargo ground handling operations; HR Pulse, a customized single-tenant software as a service tool that helps organizations to create new human capital management solutions; and MBS Solution, a proprietary system for managing TV broadcast channels. In addition, it provides software maintenance, support, training, and consulting services. It serves oil and gas, telecommunications, financial, healthcare, industrial sectors, as well as public institutions and international agencies. The company was formerly known as Mashov Software Export (1983) Ltd. and changed its name to Magic Software Enterprises Ltd. in 1991. Magic Software Enterprises Ltd. was founded in 1983 and is headquartered in Or Yehuda, Israel.  

Bin gerade darüber gestolpert ist ein kleines Unternehmen also noch keine Millarden Bewertung aber verdient Geld und zahlt eine Dividende von knapp 3%.
Respekt chalif, dass du die so früh entdeckt hast  

was ist eure Meinung über das unternehmen, sind recht günstig bewertet und haben nen guten Cash flow  

die kontinierlich entwicklung und die schöne dividende zusammen mit dem standort,
unabhängiger von USA und China hat mich überzeugt hier mal eine erste position einzugehene,
leider ist der spread zu groß für aktiveres trading, deswegen langfristig  

Magic Software (MGIC) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 13.33%. A quarter ago, it was expected that this business process integration software company would post earnings of $0.14 per share when it actually produced earnings of $0.14, delivering no surprise.

Over the last four quarters, the company has surpassed consensus EPS estimates just once.

Magic Software, which belongs to the Zacks Computer - Software industry, posted revenues of $85.84 million for the quarter ended September 2019, surpassing the Zacks Consensus Estimate by 7.24%. This compares to year-ago revenues of $72.14 million. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Magic Software shares have added about 18.6% since the beginning of the year versus the S&P 500's gain of 23.4%.

What's Next for Magic Software?

While Magic Software has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Magic Software was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.17 on $82 million in revenues for the coming quarter and $0.59 on $310.90 million in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Computer - Software is currently in the top 21% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.  

die zahlen kommen gut an, leider ist der spread sehr groß, sonst würde ich auch noch ein paar kaufen  

hab mir an der Nasdaq eine Position knapp unter 10 € gekauft.

Magic ist  der günstige Softwareplayer, den ich aktuell auf dem Radar habe. Non GAAP KGV von rd. 15. Keine Finanzschulden, knapp 90 mio USD Cash. Starke free cashflow Marge von rd. 12 %. Durchschnittliches Wachstum von rd. 18% in den letzten Jahren, auch mit Akquisitionen.

Die spannendsten Technologien sind m.E. die Integrationsplattform IPaaS Magic xpc und die Industrie 4.0 Software fireeye.

Präsentation:
https://www.magicsoftware.com/wp-content/uploads/...lish-13082019.pdf

Auch charttechnisch könnte hier ein Ausbruch auf ATH gelingen:

 

ein spannendes Produkt von Magic ist FactoryEye, eine Software für die Industrie 4.0, dieser Markt wächst mit rd. 27 % p.a.
https://www.magicsoftware.com/de/press-release/...-zur-industrie-4-0/

Sehr aussichtsreich sind auch die Inegrationsplattformen von Magic, in diesem Markt werden Wachstumsraten von 22 % p.a. erwartet.
https://www.magicsoftware.com/de/integration-platform/embedded-ipaas/

Die Akquisitionen von Magic dienen primär der Technologieerweiterung und somit sind dies zumeist kleinere Technologie startups, wie z.B. PowWow Inc. aus dem Mai 2019
https://www.magicsoftware.com/de/press-release/...reator-von-smartux/

IR Seite
https://www.magicsoftware.com/investors/  

Magic Software hat übrigens Ende 2018 den Microsoft Gold-Kompetenzstatus für Microsoft Azure erreicht. Gold Competency ist die höchste Partnerzertifizierungsstufe von Microsoft, die nur einem Prozent der Microsoft-Elitepartner weltweit vorbehalten ist, die Fachwissen und nachgewiesene Fähigkeiten mit einer bestimmten Microsoft-Technologie oder einem bestimmten Microsoft-Dienst nachgewiesen haben.
https://www.ariva.de/news/...ft-gold-certified-partner-status-7305568