angkor

angkor | Joined since 2012-03-01

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Stock

2015-11-12 14:28 | Report Abuse

cheap and stable price now

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2015-11-11 15:50 | Report Abuse

drb no much hope.. but if goreng reli can be scary

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2015-11-11 10:36 | Report Abuse

just temporary setback.. more upside. hold the barrier

News & Blogs

2015-11-06 17:00 | Report Abuse

true kah?

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Stock

2015-11-05 17:52 | Report Abuse

tp 1.80... watch it man

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2015-11-03 15:23 | Report Abuse

don't be greedy. sell while still in profit...

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2015-10-30 15:12 | Report Abuse

still strong support at 0.17-0.175 range

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2015-10-30 11:36 | Report Abuse

mrcb-wa will potentially hit back 0.20 range..

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2015-10-26 15:48 | Report Abuse

sendai.. sleeping dragon.. nak bangun liow

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2015-10-12 13:34 | Report Abuse

more upside on coastal.. brave the storm brothers

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2015-10-09 13:42 | Report Abuse

it will go up back pretty soon.. buy

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2015-10-02 11:41 | Report Abuse

drb price still low. with this good news it will fly in no time..

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2015-09-23 16:33 | Report Abuse

please hold... it will hit back 2.xx

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2015-09-23 15:45 | Report Abuse

tp will be at 1.50

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2015-09-08 15:00 | Report Abuse

sleeping tiger... will touch back 1.xx

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2015-01-29 16:43 | Report Abuse

more ppl want to buy at current cheap price... high buy queue

Stock

2015-01-19 21:43 | Report Abuse

china visa waive will help aax

News & Blogs

2014-09-18 13:52 | Report Abuse

how about uncle koon with his recommendations on jtiasa and mudajaya?

Stock

2014-08-25 17:53 | Report Abuse

good results coming...

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2014-08-20 10:07 | Report Abuse

see you again at 0.68

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2014-08-02 10:19 | Report Abuse

gloves play in making

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2014-08-01 17:06 | Report Abuse

always hope for the best not the worst..

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2014-08-01 16:54 | Report Abuse

let's see can touch 2.60. gloves play now

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2014-07-23 17:04 | Report Abuse

useless wct... price can't even sustain

News & Blogs

2014-07-23 12:43 | Report Abuse

well written. please share!

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2014-07-22 18:03 | Report Abuse

waiting for good Q results and steady dividend...

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2014-07-16 00:00 | Report Abuse

sendai is about time to fly...

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2014-07-15 23:57 | Report Abuse

Check if can hold above 20... see show this week

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2014-07-14 20:17 | Report Abuse

Uptrend started... after world cup effect

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2014-06-29 23:48 | Report Abuse

uems is always a high premium property counter... in fact the most expensive

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2014-05-30 17:52 | Report Abuse

is ioipg halal now? why drop?

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2014-05-30 17:51 | Report Abuse

confirmed downtrend... run!

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2014-05-20 20:50 | Report Abuse

karex q results not out today... when out?

News & Blogs

2014-05-20 19:45 | Report Abuse

hard to believe that you bought MAS at 0.15 and sold at 0.165. it was so risky and a fast game. you must be a God to know the right timing.

News & Blogs

2014-05-18 12:07 | Report Abuse

if you can teach others to play stocks why want to sell unit trust? contradicting isn't it?

Stock

2014-05-09 17:19 | Report Abuse

Target RM1.44 (Stock Rating: ADD)

We were positively surprised by the strong guidance and enthusiasm from management during its 1Q14 briefing. It expects a sequential 8-10% revenue growth in 2Q, mainly driven by higher utilisation rates. Although Unisem only managed to break even in 1Q14, we deem the results broadly in line of our and consensus full-year estimates as we expect a faster pick-up in earnings traction on the back of stronger industry demand. Following the stronger outlook on its earnings recovery, we raised FY14-16 profit forecast by 15-18% and upgrade the stock to Add from Hold with a higher TP of RM1.44, based on 0.9x CY15 P/BV, which is similar to its 4-year historical mean (vs 0.7x, about 1sd below mean prev.)due to improving earnings visibility from its portfolio shift towards higher margin packages.

1Q14 results highlights
Revenue fell by 8.7% yoy from RM249.7m to RM228m due to seasonal weakness in industry demand and the cessation of its Europe division. Despite recording lower sales, EBITDA margin grew by 5.8 pts to 20.1% in 1Q14 vs. 14.3% in 1Q13 on the back of improving operating efficiencies following the cost rationalisation exercises that were carried out last year. Following the stronger margin, EBITDA grew by 29% yoy from RM35.7m to RM45.9m. As a result of high operating leverage, Unisem managed to narrow down its core net loss to merely RM0.1m compared to RM9.7m last year. This was after the adjustment for a RM10.4m grant income that was received from its operation in China.

Stronger 2Q ahead
Management is guiding for 8-10% sequential revenue growth in 2Q14, driven by higher utilisation rates for its leadless, wafer-level package and test segment which have exposure in the smartphone segment. We think this is reasonable as the industry is expected to grow at about a 7-8% level in 2014. Moreover, we think this is supported by stronger industry demand as SIA reported that global semiconductor sales grew by 10.7% yoy in 1Q14, on the back of an overall improvement across all product categories within the industry.

We upgrade to an Add rating
We upgrade Unisem to Add from Hold with a higher target price of RM1.43, based on 0.9x CY15 P/BV (vs. 0.7x prev.). We see further upgrades from the market and a faster earnings recovery as potential catalysts for the stock.

Source: CIMB Daybreak - 09 May 2014, Full PDF Report

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2014-05-08 18:50 | Report Abuse

unisem will get back to the glory days soon...

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2014-05-02 15:37 | Report Abuse

wct will fly anytime soon... can add more

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2014-05-02 15:35 | Report Abuse

is the quarter result coming out today?

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2014-04-25 17:25 | Report Abuse

long wait for wellcal...

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2014-04-25 16:49 | Report Abuse

i did not get the dividend share yet... anyone got it?

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2014-04-22 19:07 | Report Abuse

still can buy?

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2014-04-17 22:10 | Report Abuse

privatisation news again? conman counter....

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2014-04-17 22:04 | Report Abuse

karex no viagra... no power

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2014-04-14 20:26 | Report Abuse

unisem is on uptrend more...

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2014-04-14 20:24 | Report Abuse

next TP is 0.23... i m holding it