Oh...VS is involved with 3 famous brands, Dyson, Keurig, n Zodiac, n mind you VS is the only one contract manufacturer in Bursa, for Zodiac product...pool cleaner...All are famous brand n niche products...n BRK did bought Keurig Green Mountain...but now is merged with Dr. Pepper, Snapper brands of products...GL...!!!

Ha... probably i won quite substantial amount in VS-WA... that's why i am alert about VS. Well look into the industries that can generate above average, future EPS growth prospects...look into automation n IOT...products like Sensors, LED, 5G product n its application, database security. The crucial point is its forward earnings revisions n your own valuation from different variables such as mean Dupont ROE, PE, PEG, EPS, Cash Flow, plus SBB, insiders ownerships. The difficult points are demand n supply, sentiments, brand, n management team efficiency. Valuation is an Art...any additional colours, there are some changes... it's not carve in Stone. Businesses are always changing...we are not buying Antique or prime property or cemetery lots. TQ n GL...!!!

Hahaha...too humble to admit...i am still learning lot of things...of course we can't understand all businesses...we try to understand what we feel comfortable...n one thing i will not invest in commodities linked company...too cyclical...not really for long term...or irrelevant...of course...need to zero down our cost of capital when you reach your target...@>100%... remember to Sell...when the Price is Right...n dare to Buy when the price is irrational...GL...!!!

Dyson Marketing Strategy...!!!
https://www.askwillonline.com/2012/02/should-dyson-change-their-marketing.html

Hahaha... Overvalued approximately around mean PE @>25x... Present is a Fair Value...How to make millions...if just 20% capital gains...n be very careful the whole year...Once in a life time can get at least...@>100% return...can relax for 5 years...Be a Pig...n ride the waves...GL...!!!

LED~OLED...!!!
https://www.grandviewresearch.com/industry-analysis/led-lighting-market

Investment graded, Defensive business model...@<4.00... Undervalued...@<5.50...Fair Price... Multiple variables....Mean ROE, PE, PEG, DY, SBB, Insiders Ownerships, EPS, Cash Value, most difficult the demand, sentiments, brand, n management efficiency...!!!

Innovation...???
https://www.forbes.com/sites/ewanspence/2019/02/22/apple-news-iphone-xs-xs-max-product-red-leak-ipad-pro-imac-failure-innovation/

AAPL~Modem...!!!
https://www.theverge.com/circuitbreaker/2018/12/12/18137816/apple-modem-qualcomm-intel-iphone-competition-engineer-hiring

Ha...@<1.20...Undervalued...@<1.80...Fair Value...Mean 5 yrs Valuation...GL.

IOT~Growth...!!!
https://www.alliedmarketresearch.com/sensor-market

Sensor~IOT~LED...!!!
https://www.alliedmarketresearch.com/sensor-market

Buffett Loves These 3 Dividend Stocks And So Should You https://seekingalpha.com/article/4242701?source=ansh $AAPL, $BAC, $KO

Apple Now On iPhone Watch https://seekingalpha.com/article/4242943?source=ansh $AAPL, $SSNLF

https://seekingalpha.com/article/4201162-outperforming-market-following-earnings-revisions

Ha... business value isn't carve in Stone...due to present rapid changes in mechatronic n biotechnology...plus internet of things...IOT...So never bury your investment like an Antique...Must analyse its financial statements occasionally...plus how the management keep it up with all those changes. We must keep on learning n judge for ourselves... beforehand...what it takes to own this business for long term or otherwise...GL...!!!

Panda bond offer by China a sign of foreign confidence in Malaysia, says Guan Eng | https://www.klsescreener.com/v2/news/view/492614

OMG...Slow n Steady...!!!...Probably will be around...@<1.50...By end of June or later...GL....!!!

In rebuke to US, Germany considers letting Huawei in | https://www.klsescreener.com/v2/news/view/491956

For Investors...!!!
https://sg.finance.yahoo.com/news/si-research-top-glove-corporation-030033530.html

Read Diligently...!!!
https://www.fool.sg/2019/02/16/following-warren-buffett-could-increase-your-chances-of-making-a-million/

https://www.klsescreener.com/v2/news/view/490230

TA...!!!
VS Industry | https://www.klsescreener.com/v2/news/view/489956

Ha...VS is fully vertical integration EMS...leader in Malaysia...SKP come second...n becoming vertically integrated...plus upcoming one is ATA...VS for its Dyson vacuum cleaners...SKP for its Dyson hair dryer...n ATA for the air purifier...All are expanding in its fixed assets expenses...of course VS still far ahead follow by SKP with its newest manufacturing capabilities... probably margins better than VS. That's why VS has been upgrading its production lines to be more efficient with higher fixed assets capex these few years. Probably more contract n more sales coming in the future...plus higher margins. Invest on your own evaluation n experience...GL.

Haha...that's all Dyson niche products...my aim isn't just that...Dyson future electric car...to be built in Singapore...so where are all the 30,000 components...where are those contract manufacturers...you all just Guess...lah...VS n other OSAT n ATE companies will benefit... probably most are in Malaysia... Singapore probably Venture n others from SEA nations. Even China n probably Japan...???

https://www.dyson.com/vacuum-cleaners/robot-vacuum.html

https://www.engadget.com/2018/09/12/dyson-360-heurist-robot-vacuum-china/

Out of stock in US~Dyson 360 eye...!!!
https://www.independent.co.uk/extras/indybest/house-garden/vacuum-cleaners/best-robot-vacuum-cleaners-reviews-uk-do-they-work-a7370191.html

Dyson~Niche Product...!!!
https://www.straitstimes.com/tech/tech-review-dyson-airwrap-styler

https://www.gurufocus.com/news/739620/seth-klarman-on-how-to-diversify-a-portfolio

China stocks rally after Trump hints at trade truce extension | https://www.klsescreener.com/v2/news/view/489746

Overweight...!!!
M’sian glove manufacturers likely to gain if US-China trade war worsens | https://www.klsescreener.com/v2/news/view/489124

Please do remember to zero down your cost of capital when your target is reached...let others profit the rest...many people don't know when to Sell...Buy they know...but become too greedy... don't know how n when to Sell...!!!...TQ.

Yes...you knew it...you are doing your homework...mean 5 yrs dividend policy is still intact at around 40%...GL.

Hahaha...Tie Gong...only bless you peace n health...money you need to work hard for it...!!!...VS is an investment graded business...with its Niche products...quite cyclical in nature... BTW it's an above average company...with efficient management. Mean 5 years Dupont ROE is above 14%...Total yield, (DY n other)...>4%, average EPS...0.08...CAGR...>25%...Trailling Returns...>30%... present EV/EBITDA...<7...n EY...>9%... Reasonable Price...<1.13...Undervalued...<0.73...GL...TQ.

Why pick on Huawei when all advanced technologies, including those from the US, carry security risks? | https://www.klsescreener.com/v2/news/view/489260

https://www.marketwatch.com/story/us-stock-futures-set-for-higher-start-as-trade-talks-kick-off-china-equities-rise-2019-02-11

Ha...mean PE... approximately 14x...those who bought...<@0.75...>@100%...Margin of Safety... It's better to be 'kiasi' n 'kuasu'...>@1.10...probably there are higher Risk...But VS is a product cyclical company...do your own analysis...GL...!!!

https://www.scmp.com/magazines/style/people-events/article/2184930/just-how-frugal-billionaire-warren-buffett-youd-be

Piggy...!!!
https://www.valuewalk.com/2017/11/stanley-druckenmiller-greatest-lesson-ever-learned-george-soros/

Soros Wisdom...!!!
https://blogs.cfainstitute.org/investor/2016/12/19/soros-fallibility-reflexivity-and-the-importance-of-adapting/

Soros~Theory of Reflexivity...!!!
https://macro-ops.com/understanding-george-soross-theory-of-reflexivity-in-markets/

International investors confident in Malaysia’s economic potential — Guan Eng | https://www.klsescreener.com/v2/news/view/488218

Tough year seen for Malaysian semiconductor sector | https://www.klsescreener.com/v2/news/view/487994

Hahaha...traders or chartists...some syndicates always try their luck in VS...just look at its volume...!!!...well probably on the upside as indicated on past traded volume on Jan 7... history will repeat itself...But only short-live... probably... unless other good news to create more positive sentiment...GL...!!!

Joyous CNY...oh...3 days never see...go up little bit...slow n steady is a Better options...GL guys...!!!

@tokti...bro...don't fear...for what i see it's almost stabilised at this price...limited Downside n that's the key...for Margin of Safety...the upside will take care of itself. Just look at VS the demand is there... liquidity is there...only now the sentiment is still weak...so buy on weakness...if further downside happen. Just be patient n discipline yourself. GL n Happy CNY...!!!

Hahaha...VS is for next year Angpao...not this year...this year my angpao a bit okay...only some win from ECONBHD-WA...sold at 0.14...bought at 0.09...hehehe...!!!

Don't fall in love with your investments...if you don't have full control of the management...they should sell some to zero down their cost of capital... everybody knew some are good company...but price is irrational...!!!

Ha...Insiders are buying n buying... probably a certain kind of people think they are idiots...who run their business day in n day out...they are the first to go 'Holland'...if they fail...with their millions...how much you buy anyway...!!!