HLIB’s call is totally BS… and NOT justifiable at all..

HLIB TP for CTOS of RM2.45 is premised on a forecasted FY22 price-to-earnings (P/E) multiple of 74 times, which is at EXTREME PREMIUM compared to its GLOBAL CRA peers’ with average forecasted FY22 forward P/E of JUST 34 times.

Malaysia market is smaller compared to developed market while Ctos earnings and growth have been declining.. and weakening… total BS to forecast CRAZILY high and UNJUSTIFIABLE PE of 74 times…

Most retail investors don’t even know what Atech is really doing… most of Atech business is in telecommunications like components for walkie-talkie which is SUNSET industry.. their so called iot and semicon segment is very SMALL only and their ability to compete in that sector is QUESTIONABLE…
Tomorrow there will be more sell down.. good luck

SELLING volume coming after lunch… Beware…..

Genetec is OVER like gloves stock.. Going down down down… better CHAO first

EV related stock is LOSING gas and the BUBBLE may POP soon. BEWARE!

Kelington Group Bhd said its wholly-owned subsidiary Kelington Engineering (S) Pte Ltd had has received an estimated RM85 million contract from a customer who is a GLOBAL LEADER in engineering and project management of high-technology facilities.

The contract is expected to contribute positively to the group’s earnings and net assets for FY12/22 and 2023

This counter (VIS) is NOT ems counter but is semicon related (ATE equip) which is in the same line as Vitrox, Greatech, Penta, etc..

DON’T confuse with another counter of similar abbreviation..

Don’t worry.. strong company with good future in RF (5g) products.. And it’s now added to MSCI INDEX..
More funds will be coming in to Inari.. it’s silly to sell now

Don’t worry.. epf just realising its profits to pay dividends.. sime will be back

STRONG earnings growth for Kelington

KGB reported a ROBUST financial performance in the third quarter (3QFY21) and nine months ended Sept 30, 2021 and it is upbeat about its prospects.

In a statement on Tuesday, it said notwithstanding the operational disruptions arising from the Full Movement Control Order (FMCO) during the quarter under review, Kelington’s net profit in 3QFY21 rose 62% to a quarterly RECORD HIGH of RM8mil from RM4.9mil a year ago.


In 9MFY21, Kelington posted a RECORD-BREAKING financial performance as revenue rose 30% to RM337.6mil and net profit more than doubled to RM20.9mil as compared to previous corresponding period (9MFY20).

https://www.thestar.com.my/business/business-news/2021/11/30/strong-earnings-growth-for-kelington

PIE Industrial Bhd, has been experiencing a shortage of manpower and the problem is getting worse, says managing director Alvin Mui.

He notes that the major challenge is to retain the local workers due to high turnover, which has caused disruption to PIE’s operations. In addition, the group also faces higher cost pressure as the company needs to keep training new workers.

https://www.theedgemarkets.com/article/ata-ims-labour-woes-show-its-real-problem-malaysia

EV BUBBLE IN THE MAKING..(this week edge)
When sentiment turns…
Good luck with Genetec

It’s back.. See… good near term future for this semicon related company… Onboard …!

Don’t worry Sime is involved in EV cars! Temporary down due to all these pandemic situation.. Collect !

EV BUBBLE IN THE MAKING..(this week edge)
When sentiment turns which is happening now…
Good luck with Genetec

Runnn arrr

VIS lelong now.. sapu

KGB good buy … tonnes of semicon related contracts

When next qtr result out.. you will see major jump..

Good opportunity on semicon related stock

Ataims kena from dyson due to concentration risk…

Take note of Genetec’s concentration risk on possibly tesla… Once tesla cabut Genetec will collapse like Ataims.. Good Luck..

Looks like more downside coming..

Last chance to onboard a reasonably priced semicon stock..

This sector will be in good growth for the next 2 years.. good buy..

Qtr Results r below expectation, PAT of that qtr DECREASED by 2% compared to preceding year corresponding quarter..

GOOD LUCK ON MONDAY..

Careful Oo qtr result coming out .. better take profit first

Next 2 years will be major growth for players in this semicon / chip industry… major developed countries are fighting for chips..

Yes it’s cheap to enter now..

VIS business is NOT IN ems… don’t confuse yourself.

VIS is in the SEMICONDUCTOR industry ie automated test equipment for CHIPS same line as Vitrox/ penta / aemulus / greatech / mi / etc..

It’s one of the cheapest to enter now as investors confused and mixed up with ataims business..

Hence real good opportunity to collect..

renowned migrant worker rights specialist (Andy Hall) having filed a petition with the US Customs and Border Protection (CBP) to investigate ATA IMS.

https://focusmalaysia.my/labour-shortage-bane-to-continues-to-plague-malaysias-ems-industry/

VIS is one of the cheapest with low PE amongst ATE equipments / semicon players (vitrox/ aemulus/ penta/ etc)…
This is an Opportunity to onboard semicon play before it shoots upcoming next Qtr good result..

VIS good buy now….

insiders know best

Also just want to highlight Vis is providing very different services compared to ataims (ems)

Vis is the same line as greatech/ penta/vitrox etc - ATE and equipments related to semi con
This sector will be doing well in the coming qtr due to high semicon demand

I’ll go back up to 1.40 and above…. Good time to collect

Upcoming Qtr Vis should be doing well… collect collect collect…

Good price to collect now

Don’t worry VIS will perform better..

Elon Musk offloads another $930 million in Tesla shares as he continues his selling streak…

GOOD LUCK..

Expecting any negative news??

When hype is Over… it will be like glove stocks… Humpty Dumpty…..

See who will be STUCK at the top like glove shares..

Over hyped… Over goreng stock.. more correction coming OooOoo..

Good time to collect when it’s down…

Told u guys more correction coming… see

Only the backward thinking state would do this kind of thing.. limited to that kind of state only..
don’t worry analyst mentioned smallish impact… STEADY….

RAKUTEN TRADE RESEARCH (NOV 3): We see huge growth potential for KGB’s ultra-high purity (UHP) segment as more fabrications come on stream amid a global chip shortage as capital expenditure is rising rapidly in Asia. With its record high tender book of RM1.1 billion, KGB is focusing on bidding for semiconductor wafer fabrication projects in China and Singapore, which are its largest revenue contributors. As at last month, the group had an outstanding order book of RM979 million, of which 58% comprised data projects in Malaysia.

TARGET PRICE RM2.06

The END of the road for EV hype…SELL SELL SELL

Tesla CEO Elon Musk sold nearly $5 billion in Tesla stock, according to financial filings out Wednesday evening.

https://www.cnbc.com/2021/11/10/elon-musk-sells-1point1-billion-of-tesla-stock.html

UOB projects Malaysia’s 3Q GDP to fall 4.3% with nation slipping into technical recession