Okang: Tqvm for the info. It’s helpful.

China semicon industry will bloom significantly for vision of "making in China" and more so after suppressed by Trump. MPI not only operates in Suzhou buy it is expanding its Suzhou plant. These two dots are sufficient to put money into it let alone the busy biz in its Ipoh plant.

Hi lching : I sold all my Gtronic in 2017 which we shared view frequently. I bought GTronic again in Apr2020 in small qty and sold out again in Jul 2020, switching fund to MI.

HLInvest bought 7,284,000 shares ~ 3.8% of total issued shares @ ~RM12.2 on 10 Jul 2020. I am mainly attracted back to MPI by this news. The another few good news are expansion of Suzhou plant, busy operation at Carsem and new biz of silicon carbide. Good luck to all.

Hi lching : I am back to MPI @ 13120. Are you still holding MPI and Unisem ? I am holding Inari and MPI now.

This afternoon, I entered into Edgenta too @2.14. Will buy more if it downs to 2.04 and 1.94. Good luck to all of us.

一场游戏一场梦

I have same opinion that Inari will reach RM3.50. Fundamental FV is RM2.50 justified by good earning. Another RM1.00 to make up RM3.50 comes from "Fry" factor. Let's us celebrate at RM3.50.

收Inari很久了， 希望这次冲破RM3.00. 然后再续每年红股的做法。

Kenanga->OCBC->RHB. Behind the scene there are more Research Houses collecting JHM judging from the info that the mgt's optimistic briefing was attended by 50 participants.

Kam Siah.

对MI业绩， 可有新看法 ？

只要你还在MI，安了。

Only 1.5 cents dividend. Disappointed.

a delay in the commissioning of its 40% Able Dairies Mexico plant to 2HFY21

typo error. UWC lah.

4 years 14%

To me, UMW and Greatech are involved in industries with low entry barrier which do not require much sophisticated technology if compared to MI. All are in same supporting semiconductor industry but just not in the same league.

There is also a possibility from “positive” side that its upcoming qtrly report is good and those who knows it earlier from accounting firm or boss of the company buy it first. We are outsiders, cannot know it precisely. Just trade based on our best judgement. I may sell SK this afternoon at few cents higher. Makes 4% only after holding for 10 years. Not a good investment but need to take back some cash in anticipation of tsunami crashing in US market. Good luck.

Krono and KGB are two latest obvious example.

One of the trick commonly practiced in the market is that syndicate or boss of company pushes price up few days before poor qtrly result released, so that they can dispose share on hand to small fishes. Just watch out if SK is one of them.

Wow, glad to see very optimistic view.
Big part of Inari's earning comes from optoelectronics which is lackluster at the moment. It will dilute the anticipated incremental earning from 5G related RF. Thus I opine Inari fundamentally will not break RM2.00 in short future. New investor should buy Inari only at <<<1.70. For long term holders like me, just hold it loh as this is not the first time of up-down cycle of Inari.

9 cts div X on 9 July will definitely be received . Just do not know if there will be another dividend in Sep/Oct ?

I collected MBMR in view of the rebounded car sales recorded in May and waiver of sale tax which will boost sales up further till year end.

I almost let go GK at 0.75 today but thinking Musa can get off the hook, so must be JibGor. Opportunity for GK is there.

Canone has disposed its FnB (dairy) biz last year. Not the same with Johotin anymore.

I think it is very likely to get treasury share as dividend.

JibGor stands chance to come back as PM. Gkent stands chance to get new construction contracts and then up again to its past glory price. To country, I do not want JibGor, to personal earning from Gkent, I need JibGor. Ha, Ha.

The latest qtr result of F&N indicated that its condensed milk biz was hit as restaurants, kopitiam and mamak stores, which are big consumers of condensed milk, locked down during MCO. Just wish that the impact on Johotin is not as severe of those of F&N. Good luck.

News : "Alibaba to invest US$1.4b in AI system for smart speakers"

Is this a positive message to FPI that biz of smart speaker is very lucrative and till attracting significant new investment from Alibaba ? FPI is making smart speaker.

OR a negative message to FPI as it is a fierce competition from Alibaba on smart speaker?

https://klse.i3investor.com/blogs/kianweiaritcles/2020-05-20-story-h1507749041-Alibaba_to_invest_US_1_4b_in_AI_system_for_smart_speakers.jsp

Jib Gor said he want to conclude his court case this year so that he can look for UNNO president new year, then PM in another 1-2 year. If his plan goes as he wishes, GKent will "kaya" again with MRT 4 and 5 and n.

https://www.theedgemarkets.com/article/kronologi-sees-no-more-major-impairments-ahead-fy20

Very hollow and lip service type of comments from CEO on the fishy Q1 result. Just 2 weeks into MCO(2nd half of March), he already knew that there will be a new normalcy in the industry and new infrastructure is required and old infrastructure is put into impairment. What a big joke. RM11 million is not a money to him.
If he got God sense to know the industry change in advance, why don't he uses his God sense to judge when he bought the RM11 million impaired assets.

If Q1 with only 2 weeks impact from MCO, Krono already cannot deliver reasonable earning, we should not expect it to perform good in longer MCO.
Q1 result tells that the management is no efficient in doing this biz. The poor performance will be compounded to very worst in pandemic going forward.
The most important criteria in investing in any company is the integrity and efficiency of Board of Director.

If you work in great good companies such Intel, Agilent, you would be fired for making wrong biz decision causing company RM11 million impairment. This RM11 million impairment in Krono tells a lots such as insufficient management and poor integrity. I lost my faith in Krono.

You must have a typo on 150% , the reasonable number is 15%.

1st of all, thks Bursa D for the good write up.

I would like to share history of this fishy company for those having interest on it.

1) In 2012, the factory caught in fire. Then the boss said they would put even more stringent measures to prevent fire happens again.
2) In 2017, the factory caught in fire again. This has discredited word by its boss(same person in charge till today). Any man can make a mistake; only a fool keeps making the same one.

3) In 2013, the company painted a beautiful biz opportunity in Silver mining in Australia. The company wrote off RM9.8 mil investment in Silver a year later. This was the second discredit action by its boss(same person). Will the same impairment happen on beautiful face mark story ?

4) In 2014, the company painted another beautiful story to invest into selling smart phone thru e-commence. End result was write off again. This was the 3rd discredit biz decision by the boss.

Be careful if you want to believe this face mask story. I wish this time is a success story instead of cash burning exercise again.

Good luck

Only 100 units ProXmask 90V sold so far in Lazada. How to make profit with only 100 units sold ? Conclusion, this is another story exaggerated by Big Mouth Singapore Eng.

The only reason that this stock dropped sharply after the 2018 GE is no more JibGor as PM who is also Golf buddy of boss of GK. Consequently the very profitable Engineering(Construction) biz which is the catalyst for the GK's price rally in 2017-2018 vapors immediately and so the beautiful rally of GK. Profit from water meter biz is not lucrative to justify RM2-RM3 for GK.

I believe profit of FPI will be affected by Covid-19 for more than 20% and dividend next year will be lower than this year, 11 cts.

I am waiting to buy MORE FPI below 1.30. The reason is that 1.30 +0.11 div(paid in Apr)= RM1.41. 1.41 is just 13% discount from 1.60 which is the average price of FPI before Covid.

If you are eager to have FPI, in fact 1.30 is not expensive too. If I have not had FPI, I will buy now. Good luck.

Vietnam's garment exports fall 5.8 per cent in 4 months.
https://klse.i3investor.com/blogs/kianweiaritcles/2020-05-07-story-h1506940031-Vietnam_s_garment_exports_fall_5_8_per_cent_in_4_months.jsp

Magni's main factory is located in Vietnam. Don't know how much is Magni's sales affected ?
However if we keep Magni for more than 1 year from now, I believe its price will be higher than the current RM1.86. Cheer !!!

Having debate from two sides will be more reflective to the actual situation. I appreciate and thks for all arguments.

Watch out! It's boss is connected to OSK and does not have good reputation in the industry. You may "google" his history to verify.

For the past two years, Comfort was trading around 85 cts. This is the base value of Comfort.

Now, with factor of Covid 19, let's make these assumptions :
1) the idle capacity is now fully utilized - contributes extra 15% profit.
2) 10% increase on selling price due to high demand- contributes extra 10% to profit.
3) Upcoming extra sale from the newly installed machine(6 lines) - contributes extra 12 % to profit.
4) 15% extra valuation due to market hype"

The best valuation = 85cts x1.15x1.10x1.12x1.15=RM1.38