cyphua

cyphua | Joined since 2013-01-17

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Stock

2014-07-03 19:02 | Report Abuse

友尼森(马)有限公司(UNISEM,5005,科技组)将积极多元化至新科技,如医疗设备、汽车领域、电力管理、智能手机和消费产品。

集团董事经理谢圣德表示,随着笔记型电脑和个人电脑需求于最近数年萎缩,多元化已成为半导体工业的趋势。

他在出席公司常年大会后透露:“我们不只多元化地缘,同时也多元化市场领域,行业的方向将会有所改变。”

他说,涉及医疗设备的科技正在开发当中。

谢圣德称:“医疗应用的所有设备都与众不同,因此,我们需要为每个客户客制化。”

“晶片的需求将比过去数年更高,因为我们将配合需求利用。”

友尼森已经连续2个季度蒙亏。其截至2013年3月31日止首个财季的净亏损企于974万令吉,而2012财政年末季净亏损则达1950万令吉。

不过,谢圣德表示,美国经济有走强的迹象,惟中国则将会稍微放缓。

“虽然业务将重度依赖客户需求,但下半年将会大幅改善。”

谢圣德说,半导体工业已经进入友尼森开始经营以来的最长放缓期,延续了6至8个季度,比较正常放缓期仅3至4季。

针对公司的前景,他称:“我们希望很快转盈。它看来最坏时刻已经过去。”

他补充,去年,友尼森撤出一些拥有非常低利润的传统产品。这些传统产品已不再活跃发展,但却仍未完全退役。

“尽管在衰退期,我们已经投资在新科技,这将让我们在复苏时抢得商机。”

该出口导向公司以低于其设备最佳产能的水平操作。“我们拥有足够产能以应对增长。”

谢圣德表示,友尼森计划今年拨出7000万令吉资本开销,相等于去年数额的一半。他续称,这个金额将注入新科技、包装和服务组合。

“我们不再对旧科技作出投资。”

(来源:光华日报2013-06-02 – 财经)

Stock

2014-07-03 19:00 | Report Abuse

南洋2014年6月13日:询及怎样处置威尔士厂房时,谢圣德称,公司已经把机器转售,目前正在为该地皮寻求买家。
他说:“该地皮尚未估值,但我们已经和几个产业经纪洽谈有关转售地皮事宜,预计下半年能够成事。”
至于现有厂房运作,公司希望把厂房使用率从60%,增至85%以上后,才探讨扩充计划。

需要时间查这地皮Unisem的Asset 值是多少?他妈的,卖设备搞到2014Q亏一大堆。

Stock

2014-07-03 18:55 | Report Abuse

英国房地产咨询公司周一(2014年4月28日)公布的数据显示,英国楼市复苏本月扩大到伦敦以外的地区,英格兰和威尔士有更多地区的房价出现上涨,上涨区域的广泛程度为过去10年内所罕见。

英国4月未季调房价指数涨幅持平于3月,房价已是连续6个月提升。具体数据显示,4月房价指数年率上升6.0%,前值上升5.7%。

4月房价指数月率上升0.6%,前值为上升0.6%。

数据并显示,4月份英格兰和威尔士房价4月上涨0.6%。

该机构调查显示,伦敦以外有48%的地区房价上涨,比例为2004年6月以来最高,且为一年前的3倍。

期待Unisem,在英国的厂房卖个好价,抵消2013Q4 Goodwill 的 wirte off 亏损,接下来对盈利贡献。

Stock

2014-07-03 18:48 | Report Abuse

wait the 2014Q2 result, it may be good in all semicon share, after that not sure.

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2014-07-03 18:47 | Report Abuse

no money at this moment.

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2014-07-03 18:46 | Report Abuse

I also small fish, please continue up down until Oct 2014.

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2014-07-03 18:45 | Report Abuse

A lot of construction going, need to completed all project before GST. from here need to aim all consumer and construction on this year, will have good result, and quit from the market before year end 2014.

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2014-07-03 18:44 | Report Abuse

2014Q2 should have good result due to good sale.

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2014-07-02 07:51 | Report Abuse

Normal quarter end if good result, Unisem Finance people will doing something, like buy in or sell, for this Jun end, seem no signal, 2nd quarter result will come out around August, result OK?

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2014-07-02 07:46 | Report Abuse

Thank lulilan1, exercise date forget consider.

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2014-07-01 21:19 | Report Abuse

HDD last time people aim to Thailand manufacturing, but after flood and the politic issue, may be benefit to Malaysia HDD factory, so if JCY doing HDD, can be good, but now use Pan drive more.

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2014-07-01 21:15 | Report Abuse

RM0.60 is good price to stay, by RM0.03 per year interest.is 5%, better then bank, if privatize, the book value RM1.40, they need return to share holder.

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2014-07-01 21:11 | Report Abuse

500 million in cash is last time, pay a lot of dividend already, need to calculate and check from annual report.

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2014-07-01 21:10 | Report Abuse

Tasek shareholder is 75% from Hong Leong Asia Spore (HLA). HLA have possibility to privatize the company, main indicator is major share holder should have 25%~50% enough, less or more then that is dangerous.

Stock

2014-07-01 21:08 | Report Abuse

Tasek cement crocodile still alive and with new house.

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2014-07-01 21:06 | Report Abuse

The profit of Tasek is good this year due to good sale of cement.

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2014-07-01 21:03 | Report Abuse

The profit of Genting will dilute by call warrant, if share price continue like this, the call warrant people will lost and the mother share profit will increase after 2015,

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2014-07-01 21:00 | Report Abuse

Vincent Tan apply casino license nearby Genting, I can't see benefit for Malaysia, for my opinion better don't approve, if want to approve, I prefer put the casino license in Sabah nearby Mount Kinabalu. have difference customer.

Stock

2014-07-01 20:52 | Report Abuse

Going to Genting all the time, found that if no booking the room before going, will not much opportunity to have room in Genting, more then 3000 rooms is full, more then 1000 rooms under construction, will have good result in 5 years time.

Stock

2014-07-01 20:50 | Report Abuse

Hold 5 units and watching.

Stock

2014-07-01 20:48 | Report Abuse

I need money before sep 2014, if have good price will let go, cannot wait until 24th August 2015

Stock

2014-07-01 20:47 | Report Abuse

Good sign, according to announcement dated 27th June, John Chia ST, declare he have indirect interest 134,430,240 (19.94%) of mother share and 32,053,328 (19.03%) of warrant, the warrant need RM2.18 replace to the mother share, mean that the mother share need to up until more then RM2.18 before 24th August 2015 then OK. if not Unisem-WA is zero value, are he going to give away Unisem-WA?

News & Blogs

2014-07-01 17:13 | Report Abuse

古时代因为土地买卖国家没有权,只有拥有权,最后聪明地主霸占完了,起租金,剥削,但现代政府只给有限年限的拥有权,随时回收,随时可以从新分配。

News & Blogs

2014-07-01 17:10 | Report Abuse

指数是那些好的上市公司价格加起来,这几个大上市公司年年赚钱,资产当然年年增加,市值当然年年增加,我都不看指数,如果看指数而不看公司表现,实在是.........

News & Blogs

2014-07-01 17:06 | Report Abuse

马来西亚政府肯定没问题,要是有事,减少津贴而已,看,最近衲级就被吓坏,尽量尽快尽量减少津贴,搞到我不够钱用。

News & Blogs

2014-07-01 17:00 | Report Abuse

大马股市的本益比达到16倍水平?很多低于10,看你找得到及敢投资吗,我是不够钱。

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2014-06-25 11:13 | Report Abuse

Go to L&G and Genting

Stock

2014-06-17 07:22 | Report Abuse

16/06/2014, John Chia Sin Tet Acquired 300,000 at price RM1.496, so I will continue keeping until next month.
Is also thinking changing 5 lot of unisem to 43lot of Unisem-WA.
This share ESOS execise price at RM2.25 will finish 2015 Aug?, and warrant execise price at RM2.15 will also until Aug 2015. how the major share holder want to do?

Stock

2014-06-16 11:10 | Report Abuse

Thank Konoyaro information, have been construction of Infion year 2006, after that it start operation, then Unisem share price going up until 2010, nearly RM3/=, 2011 I hear that Infion have second plant, they may be no businese, but the market is there, so Unisem sure 2014Q2 no problem, see Q3 and Q4, if have some one give more information, I will continue stay.

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2014-06-16 11:02 | Report Abuse

No matter how, the share price is up to my expectation, hope can look for other opportunity.

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2014-06-16 11:01 | Report Abuse

Dear Jolie2: RM1.40 is a asset price, if a share have RM0.20, that mean 7 year can get back the money in book value, all over the world share price is above the asset price 50% more, only Malaysia now have a lot less then asset price,RM2.00 not guarantee but is possible, I will not put up this type of be bet, unwise. I also not a guy simply play with other even free. just friendly advice.

Stock

2014-06-13 17:14 | Report Abuse

Few RM can be drop under RM1/=, easy loss more then half, but below RM1/= drop until finish also not loss so much, if want long term, consider Genting or Genting Malaysia, after renovation will have good result.

Stock

2014-06-13 17:12 | Report Abuse

Unisem know USA market well, the equipment they upgrade cannot compare to MPI at this moment, may be they have they worry. safe invest better.

Stock

2014-06-13 17:09 | Report Abuse

Is correct, compare to MPI, unisem have no big boss behind, but the price is cheap, when the price is RM1.00. and the asset have RM1.40, so if no big loss, still can consider. The current price is RM1.40, difficult to say, but Malaysia market electronic export is good on Apr, the world Semiconductor is possitive on 2Q, so what can I expect.

Stock

2014-06-11 15:11 | Report Abuse

I sold 5lots in RM1.40 on Monday, short of money, the lawyer inform me that until end of September then can get the balance money, shit.

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2014-06-05 19:05 | Report Abuse

I agree to johnnys Warrant and ESOS expire, the Unisem profit will increase, and push up share price, because they need provision some profit for this extra share.

Stock

2014-06-05 19:03 | Report Abuse

vincentming: ESD(Electro-Static discharge)是“静电释放” 的意思,Unisem 通过英国NQA的技术认证,说明他们对静电质量管理有系统,也就是在生产过程中,在避免静电损坏产品上有一定的水平。ISO / TS 16949是汽车部品的认证,要卖东西安装在汽车上要通过这个认证,其他ISO等等也就是质量管理,我也不清楚你对生产了解多少,无法一一解析,每一项都有专门的专家在把关。

Stock

2014-06-05 11:09 | Report Abuse

SUNNYVALE, Calif., May 29, 2014 (BUSINESS WIRE) -- Unisem, a global provider of semiconductor assembly and test services, today announced that Unisem (M) Berhad and Unisem Advanced Technologies have achieved ANSI/ESD S20.20-2007 certification. The certification was awarded by NQA, upon an ESD assessment of the two factories and represents the company’s ongoing commitment to quality assurance and continuous improvement.
ANSI/ESD S20.20 is the multi-industrial standard for the development of ESD control programs. The certification indicates that Unisem’s established ESD control program meets the administrative and technical requirements necessary to implement and maintain an effective ESD control program, to protect manufactured devices from ESD damage.
The certification adds to Unisem’s current international quality standards of ISO/TS 16949, ISO 9001, ISO 14001 certifications and compliance to the Sony Green Partner Program.

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2014-06-04 22:39 | Report Abuse

I sold all Unisem-WA already at RM0.16.

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2014-06-04 12:52 | Report Abuse

Is a good price to keep

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2014-06-04 12:51 | Report Abuse

I need some money to invest this share, but need until July 2014.

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2014-06-04 12:46 | Report Abuse

He may be want to announce more dividend on Nov period.

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2014-06-04 12:45 | Report Abuse

John Chia getting more 400,000 units at RM1.293~RM1.313 on 30th May to 2nd Jun, he continue increase his share at this time.

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2014-06-04 12:40 | Report Abuse

Nanyang newspaper say can reach RM1.53

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2014-06-01 08:09 | Report Abuse

Kenanga and Ta say sell is let me disappointed. where can look for such investment opportunity.

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2014-06-01 08:07 | Report Abuse

Result I guess profit, the share have asset on RM1.40, if announce profit and give extra dividend which more then last two year, RM0.04 with share price RM1.30, have 3% return will attractive me.

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2014-06-01 08:01 | Report Abuse

another RM0.03 also let the share price have a bomb.

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2014-06-01 08:01 | Report Abuse

normally they need only RM100M cash, if pay dividend can be pay around RM0.10, if Jun pay out RM0.02, mean have ability pay another RM0.08,
2013 pay RM0.02; 2012 pay RM0.02; 2011 pay RM0.05; 2010 pay RM0.055; 2009 pay RM0.025; 2008 pay RM0.05; 2007 pay RM0.10; 2006 pay RM0.10;
What is the range they will give.

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2014-06-01 07:53 | Report Abuse

John Chia said that Unisem have RM170,000,000/= in NanYang dated 30th May, mean Unisem one share have cash RM0.25.