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2015-06-25 14:47 | Report Abuse
samyew1234 On the Taiwan side, he mentioned about changes in the technology required in the semi con industry with more sophisticated stuffs, so the demand for the services will definitely increase, he mentioned some technology terms which I didn't jock it down
25/06/2015 13:51
台灣子公司打算增資馬幤3000萬元擴充產能,從今年7月起因應客戶先進製程技術(28nm以下)洗淨服務需求,28nm是目前台灣所有半導體晶圓廠最普遍使用的技術,而每年下半年是傳統旺季.
虽然三星來勢洶洶,而且擁有更先進的20nm及14nm是未来的技術標竿,不过因為生產品的優良率不稳定,所以大家都在28nm拼命.
TSMC產品的優良率是領先全球,連Samsung也給比下去,才會令到Apple 下單予TSMC,而這些都要靠靠Frontkn台灣子公司洗淨服務需求,來使TSMC產品的優良率維持在98%以上.
2015-06-25 11:03 | Report Abuse
如果AirAsia掛了,還是應該給Tony掌聲
亞洲航空的問題,不是品牌及行銷的問題。
問題出在「行業」,這個行業後來的競爭者太多,太擁擠了。
看看我們的國家航空公司-馬航,老實講,亞航做的非常不錯,
Tony全部靠自己,走出自己的一條路,憑藉自己集資建立機隊,拓展航線降陸權,這些骨氣,就算失敗了,都還應該給他掌聲。
很多人都會問,"行銷" "品牌"做為亞航在商業市場的两大利器,為何還會面對瓶頸,什至可能快掛了。
這是因為品牌是不保證公司的壽命,強如Nokia在稱霸手機市場10多年,都會被掃地出門。
也不是行銷的問題,因為你們都知道亞航的行銷是整個亞洲地區航空公司最強的,幾百萬張預售機票把馬航,新航及國泰打得抬不起頭來。
真要說的話,還有一個很大問題那就是「國家」。馬來西亞不缺乏國際人才,但大家都清楚,反而這個"國家'是他們前進的絆腳石。
PS:本人及家屬現今未有任何AirAsia集團旗下公司股票
2015-06-24 19:07 | Report Abuse
我来说下故事
大白鲨遇上恐龙,棋逢敌手
原有大股东德国佬周三以场外交易,将手上全部约27%股权,每股$0.188卖给来自德国法兰克福的私人对冲基金,这个基金也注资入股德国佬的总公司CleanPart。
大家应该知道闻名全球的Blackstone黑石基金吧,这来自法兰克福的对冲基金是与Blackstone同个等级的,手上目前截止6月15日的总投资额有12亿欧元。
我们KLSE一堆大白鲨的大庄家,老koon也是其中的佼佼者,每个股票都有大庄家看住自家的股,自己来做大庄,炒上压下,不亦乐乎。
现在这个KLSE大水池,突然游进一只恐龙,而且是手握大笔欧元,让本地大庄手中的ringgit ,相形见拙。我们一班散户当然乐见更多炒家加入,股价越炒来越高,只有那些原本的大庄闷闷不乐不出声。
2015-06-24 16:44 | Report Abuse
you can stay beside Eastin hotel
2015-06-24 16:38 | Report Abuse
Tomolo Agm should be very interesting..Frontken using their meeting room to serve the shareholders must be very crowding...
The Star, The Edge,Sinchew all the big guns of media reporters sure hunting for the news
So the next day Friday should have big coverage of news.
2015-06-24 16:35 | Report Abuse
We must watch up...our klse not only have big white sharks
Now even like same level of blackstone European private equity funds dinosaurs are appear in our pools
2015-06-24 16:30 | Report Abuse
We all know Blackstone..
They act like them
2015-06-24 16:28 | Report Abuse
They are from Frankfurt...not Berlin
2015-06-24 16:19 | Report Abuse
Total advised assets amount to approximately 1.2 billion euros (status: June 2015)
They are using Euro..our bankers are using ringgit.
one chinese word can describe 高深莫測
2015-06-24 16:14 | Report Abuse
我不知道他们的口袋有多深,不过,看到新公司的名字 ,非常angmow非常欧洲非常德国,感觉深不可测
2015-06-24 16:09 | Report Abuse
Local bankers are using ringgit
Angmows came from mainland Europe are using Euro
Porn corn movie shows is on.
2015-06-24 16:05 | Report Abuse
My views
As the new Jurassic Park film, there is one scene,
The dinosaur can eaten up big white shark easily.
2015-06-21 21:13 | Report Abuse
一而再,再而三,以他为例子,老头子佛都有火。
还是你有种!
2015-06-15 16:15 | Report Abuse
現在的市就好像擠牙膏,慢慢擠一點,才會死更多人.
如果好像泄肚子那麼樣就容易一點,泄完就沒事.
擠牙膏的市連老手也會被拖死
2015-05-22 12:44 | Report Abuse
Taiwan subsidiary share price going south from Nt$30+ >NT$23+ mainly due to the change of dividend policy from cash to share.Share prices under pressure of enlarged share based and the slow business activities of 1st Q.
Nevertheless Apple is going to introduce the new iphone series next month, strong demand in smartphone will benefit the upstream of the semiconductor players.
2015-05-22 11:39 | Report Abuse
1st q results is their weak performance in the year...if can maintained is considered ok.
So dun paid so high expectation on it,what I can say is the company fundamental still intact, business and earning still have 20~30% growth rate.
By the way, the company is having an AGM @25 June 2015 in their office suite as usual practice which I think is not suitable for this year because the shareholders base is getting large than before.I think the management can switch to the near by hotel Eastin which is few steps away only.
2015-05-22 10:30 | Report Abuse
Dear Mr Koon,
Thank you for buying 10% of the company's shares and pushing the share price up while so doing.
We were advised you have been a significant shareholder in other public listed companies such as JTiasa and Mudajaya in 2014 but no longer.
We as the management of the company would like our large shareholders to show loyalty and commitment to company business, not just be a fair weather stakeholder who makes money from trading the shares.
If you have a sound business proposal for ours company, We will happy to hear from you.
Otherwise happy holding.
On behalf of VS and Latitude Management.
2015-04-27 19:35 | Report Abuse
價錢,價值,價錢的概念比較價值要易明白得多。
價錢就是一件物件的標價,明碼實價。股價,樓價,都有清楚的價錢。
價值就難理解得多。投資要投資有價值的東西。但甚麼是價值呢?
市場上千萬的投資者,每個人自己的學識,接受的資訊都不一樣,可想言之可以衍生有多少種不同的價值。
正是因為每個人的看法不同,才令到評估價值變得有趣。與其說是一種數學,不如說是一種藝術,一種哲學。正如每個人對藝術的品味都不同,一件藝術品的價值對每個人都不一樣。
只是更多的是每個人看法的一種轉化。你的看法如何,將會影響到你看到的價值。理解到這一點之後,又何需再去理會其他人對一件物件或一樣投資的平貴的看法。最重要的,判斷價值,最重要的是你自己的看法。因為只有你自己的看法,才影響到那樣東西的價值。
http://creating-cashflow.blogspot.co.uk/2015/04/blog-post_27.html?showComment=1430130985131#c2917101324836822781
2015-04-25 16:14 | Report Abuse
Jan 29, 2015 10:58 AM | Report Abuse
We can noticed Frontkn heavy invested overseas business have become a super growth engine for the bottomline when our ringgit suffer big blow. Moreover the taiwan semiconductor related business and Philippines side are both benefit from US market strong growth and a strong USD enviroment.
If you buy the growth story of fronktn,you should go for it. We still have chances to accumulating bargain prices when the main street still unwakened by the company strong fundamental and bright future on earning growth.
2015-04-25 16:06 | Report Abuse
同社の業績は今、新しい高であるあなたが文書を変換したいかどうかを確認することです。
あなたの購入に十分な材料まだ? それは揚げ火を使うようだ
トラ・トラ・トラ
2015-04-25 15:09 | Report Abuse
There was an ongoing 200 millions project for Tanjong Bin which should taking full account in 2014 fiscal year.
Frontken Corporation Berhad (KLSE:FRONTKN) entered into a sale and purchase agreement to acquire 45% stake in TTES Team & Specialist Sdn. Bhd. from Mohd Shukri Bin Hitam and Fauziah Binti Hamlawi for MYR 11 million in cash on April 30, 2014
TTES is an engineering services provider which also owns a licence to supply and provide services to the Petroliam Nasional Bhd, or Petronas, group of companies.
The company announced the acquisition of TTES at end-April in a bid to expand its footprint in the booming oil and gas (O&G) sector.
2015-04-25 14:37 | Report Abuse
Jan 21, 2015 10:53 PM | Report Abuse
This one more details.
榮眾(3414.TW)成立於1999年1月,為半導體及光電製程機台零組件提供精密清洗再生處理製程服務。
公司針對國內半導體及光電大廠製程設備零組件之週邊需求,以潔淨清洗及表面處理之技術,提供專業的超潔淨精密洗淨、維修再生服務。
半導體包括Foundry、Memory、Bonding產業,提供製程之各種ETCH、PVD、CVD、擴散、黃光、離子值入之機台零件洗淨及再生製程服務。
光電包括TFT-LCD、彩色濾光片、LTPS、OLED、LED、太陽能電池等,提供各種ETCH、CVD、PVD之機台零件洗淨再生製程服務。
2013年,公司產品營收比重為光電精密洗淨佔比32%,半導體精密洗淨佔比37%,表面處理與零組件開發佔比11%。在半導體/光電製程機台精密洗淨市場上,公司市佔率約20%,表面處理及翻修的市佔率約24%。
2015-04-25 14:34 | Report Abuse
25, 2015 10:00 PM | Report Abuse
The big shareholders background
Dr Joerg Hohnloser has 25 years of experience in the medical field with a focus on Endocrinology, Oncology and Medical Intensive Care, including research and teaching, and was involved in the development and maintenance of medical IT systems in Germany and the US.
His current roles are mainly in the area of business development, M&A and strategic direction of the groups of which he is a shareholder.
Joerg is currently managing and principal shareholder of the Cleanpart group, a leading international engineering services firm which he built from a single-location operation in Germany to a market leading group with 12 locations in Germany, France and USA.
The Cleanpart group is involved in the cleaning, advanced coating, replacement, design and overall refurbishment and life cycle management of recyclable components from advanced production systems in the semiconductor and related industries (Solar, Healthcare/Biotechnology, Automotive, optical etc.).
Cleanpart is also involved in medical instrument sterilization (CSSD) hospital services.
Joerg is the principal shareholder, director and audit committee member of Frontken Group (FCB), a Malaysian public engineering services group with 16 locations throughout Asia.
2015-04-25 14:31 | Report Abuse
I repost all the details reports,hope to help you all have more to clear picture on Frontkn.Take time to read.
2015-04-25 14:28 | Report Abuse
Feb 15, 2015 12:55 PM | Report Abuse
For the new comers
大马国运当黑,油价崩盘, 外资全面从股市及政府债市持续撤走,马币跟着大贬,令到以油气股为主的吉隆坡股市今年整体不乐观。
美国美元独强,股汇市大波动,大家要趋吉避凶,而那些以美国市场及赚美元的出口,又或是拥有大量海外业务的公司,将成为今年股市的明星股。
配合华人農曆新年來臨,我在上千家形形色色的马股中,挑選出未獲市場重視、卻暗藏爆發潛力的“極品黑馬”,願投資者在新的一年裡得心應手。
"黑馬"是指那些未特別受人看好、卻也不容小視的競爭成員,擁有極佳的爆發力與潛力,可能因先前某些因素而表現起伏,以致無法成为大多数人的热门。
但是可若哪天突然發奮圖強,押對寶的投資者則將賺取比那些所谓热门股,永不可能提供的高倍數回報率,让你们笑到最后。
很多時候純粹用股價高低來判斷一隻股票的優劣,難免會發生感官上的失誤,股價目前只有區區16.5仙的前研科技集團(FRONTKN,0128,主板貿服組)就是最佳例子。
这家公司原本是新加坡人所设立的,1996年上市后炒味很浓,老板炒股票比经营业务还厉害,几乎每3个月都有机会上10大热门股,但是最后炒过头,被OCBC银行margin call断头,在2011年卖给德国佬Joerg Hornloser博士。
这个德国佬大有来头,他拥有的Cleanpart是全球領先的精密製造與潔淨、表面打磨、維持與維修的技術,主要客戶是半導體,太陽能電板及石油天然氣的生產商。
經過大股東德国佬的這幾年大力整頓,引進專業人才進入大馬FRONTKN領導層,清查公司各項資產及賬目,開除並提控前職員,賣掉那些好看但亏錢的事業,同時大筆增加台灣業務投資,持有51%的興樻上市的台灣榮眾科技,進軍菲律賓及中國大陸。
2014年以來營運紀錄顯示該公司具備強勁競爭力,不僅成功在大馬、新加坡和台灣站穩陣腳,在其他區域國家的業務也迅速成長,營業額規模這2年來倍數增長,年均複合成長率達20%以上,最近3個季度連續獲利,顯示其業務持續壯大,特別是台灣子公司2014年更是連跳3級,預料可以提供50%的集團賺利。
2015-04-25 14:27 | Report Abuse
Mar 17, 2015 11:11 PM | Report Abuse
Share some minor but useful infos to analyze their company earning future.
Taiwan subsidiary is running 24hours working to fullfiil their semiconductor clients orders.
Their job advertisements as today on 17-3-2015.
新營工業區榮眾科技急徵輪技術員
1.表現處理、化洗、噴砂、包裝、熔射
2.月薪23,000~25,000 、輪班津貼另計
日班:08:00~17:00 中班:16:30~24:30 (津貼100) 下午班:13:00~21:30 (津貼100) 小夜班:21:00~05:00 (津貼250) 大夜班:24:00~08:00 (津貼250)
3.需配合輪班(兩班或三班輪)
4.工作滿六個月,表現良好者可轉正
工作地點 :台南市新營區八德路 (新營工業區)
職務類別 :機械加工技術人員 , 其他機械操作員職涯發展地圖
休假制度 :週休二日
上班時段 :輪班制/依公司規定
職缺更新 :2015 年 3 月 17 日.
薪資待遇 :依公司規定薪資調查報告
工作性質 :全職/派遣
派遣期間 :無期限
派遣性質 :長期派遣(6個月以上)
派遣特色 :知名企業、有機會轉正職、享正職員工福利、有績效獎金
上班日期 :隨 時
職位等級 :職員
管理人數 :不需負擔管理責任
出差說明 :不需出差
2015-04-25 14:25 | Report Abuse
I repost again my full details history report on Frontkn which cut and paste by many forumers.
Feb 26, 2015 09:44 AM | Report Abuse
For the new comers, memory refresh from the past i3 members post on Frontkn Group.
Frontken control 57.79% of Ares Green Technology Corp (Semiconductor industrial 榮眾科 技,3414) /
TSMC is the world largest wafer manufacturer.TSMC is one of Fronktn Taiwan subsidiary major clients to provide the wafer foundry maintenance services and this is unknown by our market.
Taiwan semi industry is booming. TSMC beats Samsung to secure IPhone 6 A8 chips entire production. As a result, the entire value chain has benefited from the spillover effects.Now TSMC is competing the next generation of Iphone 6S A9 chips contract.
http://www.cnyes.com/presh/finreport3/3414.html
The following chinese description of Taiwanese subsidiary jobs details.
在半導體廠中,台積電(TSMC)乃是該公司最大客戶,以往營收占比約在15%,今年因為28奈米高階產能挹注,台積電占業務比重將躍升至30%。
隨全球半導體景氣復甦,加上客戶陸續削減小型洗淨廠訂單、轉單集中到大型洗淨廠,订单已滿載爆量, 員工只能天天加班,(台積電)產能衝這麼快,他們只能一直加班追趕。
台積電不斷開發先進製程,目前是全球極少數能夠持續採購新製程設備的半導體廠,設備廠為了搶生意,供貨速度跟著加快。
半導體廠、面板廠,乃至於太陽能光電廠需定期洗淨機器設備,因為這些設備在Etching(蝕刻)、CVD(化學氣相沉積,Chemical Vapor Deposition)、Diffusion (高溫擴散)等生產過程中,會附著不同的金屬(Metal)、多晶體(Poly)或氧化物(Oxide) 在表面上,經過一段時間,又會剝落(Peeling)進而形成微粒(Particle),如果不清除,將會影響產品的良率與品質。所以,必須在相關設備的微粒揚升前,就得拆下洗淨,洗淨過程包括用化學藥劑酸洗、鹼洗,或是做物理性的噴砂、研磨,將設備表面沾染的鍍層清除,洗淨後再以熔射或噴砂等加工程序,增加設備表面的粗度,以延長使用壽命。
因此設備洗淨廠除了提供清洗服務,還要負責改良部件品質。雖然洗淨費用占設備支出的比重很小, 但不論是半導體或是面板廠設備都相當昂貴,如果洗淨過程不完整會馬上影響產能及良率,因此半導體大廠不會隨便把訂單交給沒有經驗的小廠。設備洗淨廠接單前,均需得到客戶的認證。
靠著與台積電等大廠長期的合作經驗,以及累積改良部件的研發能力,加上客戶不斷研發高階製程,展望今年第1季的狀況及新接訂單看,今年應會比去年成長2∼3 成,預估下半年產能會被塞爆,幫台積電清洗設備,未来2年可賺1個股本。
2015-04-23 22:25 | Report Abuse
Another unknown by our market.
Another big client of Taiwan subsidiary which LED producer友達光電股份有限公司
AU Optronics Corporation(AUO),they are line up for Apple products.
https://tw.stock.yahoo.com/news_content/url/d/a/20150421/個股-法說會前送利多-傳友達-2409-打入蘋果iphone供應鏈-031457905.html
2015-04-21 12:38 | Report Abuse
榮眾科技 NT$23.90 -4.10 - 14.6%
http://www.cnyes.com.cn/presh/quote/3414.html
2015-04-21 10:54 | Report Abuse
台灣子公司大跳水!
NT$ 24.07 -3.93 -14%
http://www.cnyes.com.cn/presh/quote/3414.html
2015-04-16 14:59 | Report Abuse
蘋果又變心,傳台積電搶回 A9 晶片三成訂單
http://technews.tw/2015/04/16/iphone-a9-tsmc/
2015-04-15 10:02 | Report Abuse
first target 0.64..second 0.66....freeway
2015-04-15 08:55 | Report Abuse
Komark is coming...
short term play, bankers shows
2015-04-13 15:23 | Report Abuse
play 20~30 lots is ok...not too big...
very short term.
2015-04-13 10:48 | Report Abuse
"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." by Warren Buffett
2015-04-13 10:43 | Report Abuse
Just to refresh seem everyone so high on the prices motion
Taiwanese subsidiary march 2015 turnovers already released last friday
http://www.cnyes.com.cn/presh/finreport3/3414.html
2015-04-13 10:35 | Report Abuse
ok ok..
what I trying to say,
Bankers VS Big Speculator
I take profit partially but seem the big speculator still buying so his cost is average up, he definitely want sell higher later,we can sit aside to watch the show, how high can he push up.
Thank you
2015-04-13 10:26 | Report Abuse
大規模な投機家はまだ彼のコストを購入して、私たちは販売していない、彼は株価をプッシュすることができますどのように高い参照してください。
2015-04-13 09:56 | Report Abuse
一部の財問屋、大きな投機家を見てする能力は、我々は最初のいくつかの利益を販売しています。
2015-04-13 09:50 | Report Abuse
購入後、再びいくつかの有益を売却するゆっくり急ぐん
2015-04-12 17:26 | Report Abuse
メーカー、大投機家が今戦っている、我々だけ移動しない、次の見ることができます。
2015-04-12 17:06 | Report Abuse
多くの人が利益相反を引き起こして、入力しているので、私はめったに、コメントしなかった。
2015-04-12 16:46 | Report Abuse
グッド株式は多くのを恐れていない、1はあなたが年間を通して食べることができます
2015-04-12 16:44 | Report Abuse
路遥知股利,日久见真心。
此种鹤立鸡群的好股不怕多,一间就可以让你吃整年,请保紧你手上的frontkn不要被庄家洗盘,给洗出局!
2015-04-10 13:48 | Report Abuse
Low profile car...suit you.
Stock: [FRONTKN]: FRONTKEN CORPORATION BHD
2015-06-25 15:06 | Report Abuse
blackul66 the other major shareholder is LTH, LTH got so many thing to manage in its portfolio, no time to argue about petty investment in frontken, ha ha ha
25/06/2015 14:57
For your infos,
Lembaga Tabung Haji already sold off their 6% stakes November last year when share price hovering $0.15~0.18.They are history and according to latest annual report on 15th april 2015,the next person behind Dr Jorg is Mr Ooi Keng Thye,his stakes is believe around 5%