Sarfaraz A. Khan
Energy, commodities, macro, long only

Should You Invest In Monolithic Power's Rally?

Monolithic Power Systems (NASDAQ:MPWR), or MPS, is one of the leading manufacturers of analog and mixed-signal semiconductors based in San Jose, California. The business offers highly integrated monolithic products to its clients who are looking for energy efficient and cost effective solutions. MPS's clientele includes some of the leading players in the technology sectors such as Samsung, Microsoft, Siemens, BenQ and Toshiba.

Q2 Results

Last month, MPS announced its Q2 results in which its net revenues rose 12.1% sequentially and dropped by 1.5% year-over-year to $57.7 million. Its gross margins increased by 40 basis points both sequentially and year-over-year to 53.6%. This happened due to a greater contribution of high margin products to the company's sales (discussed later)....

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