gone case.. sad

275

DY 9%. i sleep with it

con stock as being told. a value trap

who chase rm1..... hailat

run ad. a fishy stock that throw down every fooking time right after surge. a value trap.

http://www.orientaldaily.com.my/s/274552 River of Life. Ekovest

heavily manipilated stock indeed. lucky sold at 24c. bye

http://www.enanyang.my/news/20190107/%E9%99%86%E5%85%86%E7%A6%8F%E5%B8%8C%E7%9B%9F%E6%B2%A1%E5%8F%8D%E5%AF%B9%E5%8F%91%E5%B1%95-br-%E4%BB%8A%E5%B9%B4%E7%BB%AD%E6%8E%A8%E5%A4%9A%E9%A1%B9%E5%A4%A7%E5%9F%BA%E5%BB%BA/?fbclid=IwAR27_wwClT_StkpSgH7In0jj2wxrLzl72mmrjIEd2k5N7wr4q_xneiq3MHg

SUPER RIGGED AND MANIPULATED SYSTEM. I WILL FILE A REPORT. YOU BLOODY MACQUARIE.

富貴險中求 以現在的估值 利空出盡 隨便彈都有個30-50% MACD黃金交叉 公司做shares buyback
短期有看头

Ah Jon Sifu, VS Industry at current share price can ah? haha.

A matured company will tackle their tough time nicely

VS 变仙股 两天大跌 50%

上个星期 VS 公布最新一季的业绩，net profit 只是比起去年跌了 7.2%

那么究竟是什么因素导致 VS 股价跳水嘞？ 那是因为管理层很诚实的对股东们说将来的业绩将会走弱，因为主要客户的订单将会大大减少和该行业的竞争太激烈，从而影响公司未来的利润。在中国业务方面，成本的提高在加上 US- CHINA trade war 等因素，使得 VS 在进军中国的道路上更加难走。血上加霜的是，VS 公司有多达8000人（外劳占大部分），面对明年即将实行的最低薪金制RM 1100, 肯定会面临劳工成本高涨的难题。管理层还说，如果运营效率无法达到最佳水平的话，赚幅将会大大减少。

另一个重点导致股价 laosai 的原因是大型机构在这几天不断的抛售，可是VS 公司也很争气的马上 share buy back 才不会导致跌停板。明天会不会跌到想前几天那样就要看 director 买得比较快还是大型机构卖的比较快 其实笔者认为 VS 公司能够那么坦白的把问题说出来，又 share buy back， 证明 VS 是一个值得信赖的公司。又有多少上市公司能够那么诚实？希望 VS 可以和其他公司合作，争取到更多订单，来填补这次的空缺。加油我国电子制造服务的老大

最近关于威城（VS）的季报，笔者想要在这里分享。

威城的10月份季报在12月14日出炉，按季对季表现，营业额录得少许增长，盈利则大概少了13%。

威城5天挫46%

但是股价却开始从3日闭市的1.54令吉，跌到13日的1.32令吉。到了14日季报公布前，股价再下挫至1.17令吉。看来在季报公布前，已经走漏风声，有人“偷跑”。

到了星期一（17日）时，股价直接来到82仙。

此稿截止19日时，威城的股价来到71仙。从13日到19日，短短5个交易日，整整挫跌了46%。

笔者特地看了看季报。在季报里，管理层很老实地告知2019年上半年的业绩还可以，但是下半年的盈利会因某个主要客户的订单减少而转弱。

这么老实的前景报告，应该给管理层一个赞。

好友也在同一时间传来了关于威城的短信，说因为主要顾客订单减少，加上失去某些订单，威城将会失去原本生产价值达10亿令吉的3个生产线。短信的真假无从考究。

笔者看回威城过5年营业额的增长，其实还真是很不错。

从2014年的17亿到2018年的40亿，很明显威城管理层拿到很多的订单。

再看回2018年报里的资料，它的前三位客户占了总营业额的58%。

笔者好奇地也看回2014年的年报，发现这些主要大客，基本上是跟2014年一样。

那么，威城的增长完全归功于同一批客户，而且所占的比重逐年增加。

VS industry, what happened to you?

Just this morning, VS industry faced limit down as the stock price declined by 29.9% (35 cents), which dragged it below the RM 1 line, what actually happened and the key question is, "can we buy now?"

A few short review on it's new quarterly report.

- Revenue +0.35% YoY
- Profit to SH -7.15% YoY
- Diluted EPS -10.80% YoY
- *Cash flow from operating activities -182.05% YoY

*The increase is mainly caused by increase in inventories & trade receivables, which raised concern on it's ability to generate cash in the near term.

- Cash and bank balance -7.90% YoY
- **For segmented revenue, the company had seen increased profit in local (+6.50%) profit, however the lower profit is mainly due to widening losses in China (+18.44%) from 17 mil to 20 mil. Also, Indonesia segment had seen a loss turning in terms of profit from 3.9 mil to (1.2 mil) losses.

In the company's prospect, the management team commented "Prospects in the second half of current financial year, meanwhile, are expected to weaken
as we anticipate order flow from a key customer to decline. This would, in turn, affect our level of profitability. In mitigation, we are in serious discussions with several
prospective MNC^ customers to secure new orders that would fill up the excess capacity. "

^Multi-national Company

Basically, the whole ruckus was caused by the "lower-than optimal" production rate from factories in China due to lower sales order, which is a political factor due to the trade tension between US and China. As the company is actively seeking solutions by dealing with MNC, we believe the group's revenue is being overly underestimated. Worst to worst, the main contribution of their profit is still generated from Malaysia (which is good enough to cover the losses from China & Indonesia). Also, the group has been aggressively expanding their local manufacturing capacity with a RM 70 mil new facility is close to being complete. It seemed to us that the management is prepared for the worst to come.

All that being said, it was still investor's sentiment that would affect the stock price the most, which made VS Industry seemed attractive at this price level as it was a sun rising industry with PE around 10 at the price level now. However, before VS Industry is being able to generate net cash again, we would remain at the sidelines and observe it closely.

j4 july post

[ V.S. Industry ] 高现金股王之一 : 有没有捞底机会???

V.S Industry 是一家制造半导体的公司, 其中也包括了电板设计, 包装设计, 硬体测试 ( Testing ).这家公司拥有一条龙服务可以说是在大马的科技公司中拥有较多的优势, 规模也比较庞大.
在 2018年Q4 的业绩中却隐藏了一些不稳定因素, 让投资者大量抛售, 从一月份的RM 3. 27 最高点, 到如今的 RM 1. 67 ( 未包括 Bonus Issue ) , 跌了将近50 % .

在这不理想的业绩中也提到关于:
- 美国客户产品需求量达到了计划中的数量而终止订单
- 印尼也因为设立的厂暂时无法取得更高的使用率, 而蒙受亏损
- 设置和测试马来西亚新生产线的成本
- 中国订单减少, 原料价格增长，劳工成本

今年年头马币上涨, 美金转弱更让大家不看好多数的科技公司, 政府也在竞选宣言当中提到了将提高最低薪金, 材料价格问题和全球半导体需求量会降低的种种担忧, 因此被视为短期不被看好的一只股. 那现在的价格会不会太便宜了呢?

基本面 :

P/E : 19
ROE : 11.98
DY : 3.46
NTA : 0.78
E/Y : 6.49%
Debt to Equity : 0.40
EV/ EBIT : 15.42
Price to Book : 1.93
Dividend Policy : 40 %
4 Quarters Total Cash Flow : RM 411 mil

基本面上并没有出现任何问题, 自从大选后美金开始上升, 马币贬值, 到现在的 1 USD = 4.05 MYR , 其中近期半导体出口量也有继续上升, 全球需求量持续增加, 让这几股开始有了一些小动作, 从底部反弹了近40% . 个人相信美金在未来季度会持续上扬, 马币也不受看好, 社交也流传今年 Apple 公司将推出 3 种新产品, 相信能推动整个市场. 至于贸易战, 中国中兴近期也已经和美国谈判成功, 获准继续在美国营业, 降低了大马制造半导体公司的压力. 拥有超过 RM 300 mil 的公司也能在未来继续发放更多的股息, 美国和中国的订单也会恢复正常, 印尼厂只要能在近期内提过运作率, 可以给未来的业绩增加不少营业额.

Intrinsic value by using cash valuation method : 2.31 ( all debt factored in)
At the recent trading day (Friday 13/7/18 ) , V.S.(6963) is trading at Rm1.67 closing price which is 27.7 % lower than the intrinsic value .
Current cash projection is based on the estimated growth rate of 16 % , the value will be remaining intact if Vs industry revenue is in line with expectation .
From the perspective of it’s intrinsic value , there is a potential profit of about 30 % .

从技术面也出现了正面的讯号, 可以作为补助作用 :

1) Reversal Signal
The circle highlighted region is showing at the price where it is over undervalue due to bad market sentiment ,however the candlestick chart pattern indicates that there is a trend reversal . ( island reversal day ) The reversal trend is still on its halfway point towards 1.9 which is the major resistance with a backtest towards its support on 1.67 . However , we have make an assumption that VS industry best short term entry point will be at 1.63 , which is indicated on its hourly and 15 minutes chart.

2) GPMMA
It consists of 12 moving average (long term and short term ) , red indicates the long term investor whilst blue indicate the short term investor . This indicator shows that long term investor is bearish on this counter due to fundamental reason . However , middle term will be a moderate bullish .

The downtrend line
The price just breached the 6 months downtrend line to revert into a middle term uptrend .

4) Divergence

MACD : Divergence Accumulation/ Distribution : Divergence
On Balance Volume : Divergence

5)PEG Ratio

Estimated Growth : 16 percent
Current PE : 19
PEG ratio : 19/16>1 ( slightly overvalue)
Fair price Estimated growth x Current Rolling EPS ( Safest Buying Price )
= 16 x 8.8
= 1.41

TP: 1.95 / 2.3
Buying Region : 1.6-1.63
Best Buy : less than 1.4

at current depressed valuation, not to mention its cash on hand, all potential negative catalysts had factored in already. It's only bcox the management is transparent and honest so they inform you on their biz prospect first

reputable 35yr family biz. wont go to hell like this.

https://www.klsescreener.com/v2/news/view/471964

AmInvestment top picks for the sector are Luxchem (buy, FV 74 sen), ATA IMS (hold, FV RM1.83) and VS Industry (hold, FV RM1.31).

30min ago (Fri)

buyback started

how about your 5 articles on cresbld. mr icon.why didnt mention?

I will file a report to bursa securities for serious price manipulation of the operators

Spe sui sui..

hows agm

agm tomorrow.. nice seeing LKH and Tun M sitting n walking together..

Best.. with current Japan and Msia relationship.. it could only get better at this current valuation.

haha.. http://www.guangming.com.my/node/455524/敦馬澄清：若非多達70萬名-外國人可買森林城市 u-turn tun.limit down? more like gap up

sjsoon suffered mental disorder again. spinning his words like prata

http://www.sinchew.com.my/node/1783335 a positive catalyst to the construction and properties sector

Mr. Yong SM better go and absorb it

How do you know it's from felda?

low volume wash down for minor correction. will buy back soon. hopefully cheaper

80c, 40c

Aug shall see some positive news from China side to lift whole market sentiment esp construction

with raw materials like sands bricks etc etc being exempted from sst.. this is a positive catalyst to the construction sector like cresbld. the quiet gem

they had bought enough at 90c and 60c lvl

The worst is over and all priced in. dukes highways assets alone worth more than its current market cap. Chart wise 80c next week.

Moreover, the toll abolishment involves a complicated process and various parties.

"We have given some suggestions and ideas (to the government) but ultimately, any toll restructuring is indeed a zero-sum game where one needs to make a payment whether or not it provides a balance between the users and the concessionaires," he told reporters after delivering his keynote address at the Economic and Leadership Forum 2018 here on July 28.

"I think the government also wants to be fair because toll removal and compensation to the concessionaires will transfer the burden to taxpayers, and I think that (being fair) is the priority of the government," he explained.

The EPF has a 49 per cent stake in toll highway operator PLUS Malaysia Bhd, while Khazanah Nasional Bhd's unit UEM Group Bhd owns the remaining equity.

He also said Malaysian investors needed to have confidence in the market and the government, being aware of this, did not want to do anything that could hurt it.


Read more at https://www.thestar.com.my/news/nation/2018/07/28/highway-toll-cant-be-abolished-within-100-days-as-its-complicated-says-epf-chief/#kwETlDxdIbGG6ap0.99

as promised

gap up. gap down is impossible. 395 and 400 was strong buyers absorbing ytd. they had accumulated enough. time to push back

Nice closing. selling pressure well absorbed at 0.390-0.400. accumulation seems done and pushed back to 405 from 390 in matter of minutes. Expect a gap up or good opening tomorrow.

https://klse.i3investor.com/m/blog/j4investmentcapital/166761.jsp highway assets alone alrdy surpassed the current eko market cap. I believe Lim Kang Hoo and LKC will build a good relationship with the current gov too. LKC is a honest and down to earth good leader.

rr88 trying very hard haha..

https://www.channelnewsasia.com/news/asia/high-speed-rail-mahathir-malaysia-postpone-hsr-singapore-10543434?cid=FBcna

fantastic roe and 90c net cash per share. old humble chinese man business. they won't wait to die with or without Najib

premium*

hibiscs cg looking the most attractive to me. fair and liquidable. with low premiim

the most manipulated stock

another operator manipulated stock. lame

thx icon sifu for the reassurance.