https://www.straitstimes.com/asia/se-asia/intel-to-invest-s97b-in-manufacturing-plant-in-malaysia

@Chachambo

Are you aware that most financial institution like banks and credit company remain open during the MCO?

They are part of essential services.

Besides that, CTOS generate report and receive payment online.

That's why it's named as CTOS digital berhad. Lol.

@sailang_now

Those who sold off great companies in the US 2007/2008 subprime crisis would regret it. Most companies stock price plunge 50% of more during that time.

@teareader818

CECC is the best partner as they have the best experience in building power plant for many years in Vietnam.

Toyo may need to look for others like Sumitomo,POSCO, TATA which have presence in the country.

Local partners like petrovietnam ,Electricity of Vietnam would be alternatives but they are already having many projects on hand.

@MoneyMakers

Ex-date for what item?

Dividend, bonus???

SD can't even make payment for the USD7mil semi-annual coupon payment for its Sukuk.

Of course there are some here hoping the price will shoot over RM2, RM3, Rm5.

That's forward price earnings of more than 80, 120 and 200.

@wallstreetrookie

I believe most IB make a mistake in putting a high PE for CTOS.

They pegged it close to high growth tech startups.

It's only data service company that provide credit details of companies and other valued added biz.

When comparing Q3 with Q2 results, there is almost ZERO growth qoq.

@Abidjan

That is not rumours.

It's already public news.

https://www.gizchina.com/2021/12/11/us-wants-to-ban-chinese-chip-maker-smic/

Likely a slow death for ATA.

The only way turning around is similar to the approach by VS and SKP.

Working together with Hall and improve the ESG compliance in the company.

After receiving thumbs up from Hall as compliance indication only able to look out for business opportunity to plug the gap left by Dyson.

Expected 1-2 years timeframe.

Without experienced project partner in building power plant, this USD3 bil power plant will not move.

Toyo needs the project partner to take more than 50% equity stake in the JV as Toyo doesn't have the funding size and technical know how to build a power plant.

When world largest glove maker Topglove started producing condoms, Karex don't stand a chance in terms of capability to scale and operating margins.

@asml_tsmc

I top up more ASML instead.

It's PE is cheaper than frontken.

WCE has a good asset.

It will do better once completed where all the highways are connected and going through some townships.

Understand it will be somewhere 2024.

@OnTime

In 2017, Inari already got hit this issue.

https://www.industriall-union.org/sites/default/files/uploads/documents/2017/PHILIPPINES/industriall_global_unions_letter_to_inari_amertron_bhd_re_amertron_philippines_05-10-2017.pdf

@OnTime

Inari had been embarking on process automation since 2018.
Spent RM163mil that year itself for automation IR4.0 to reduce manual labour.

In 2020, Inari included capex for 2021 RM100mil for that purpose as well.

That's started since 3 years ago.

Refer to AR2018.
http://www.inariberhad.com/img/AR_FY2018.pdf
http://www.inariberhad.com/img/ir/agm2020/Inari_AR2020.pdf

@nicholas99

Not many countries has tech foundry.

The pride of Msia having one.

Gov under khazanah had given up supporting this loss making company.

Even rejected bids from international firms like Foxconn, X-Fab,etc that offer 2-3 times more than DNEX.

Silterra is the "prized asset" of Msia

Another EMS player.
Hopefully, don't get beaten by forced labour bug on first day of listing.

Working with Hall is the best way to get our of this forced labour issues.

Likely a paid consultant.

There's new appointment of CFO on 2/12 will likely see if there's any more hope in regularisation of the huge debts.

Really a disaster for a company not to be performing when crude oil is above USD70 pbl.

Can't wait for div 2.8 cent ex-div on 9/12.

Have additional budget to buy Christmas gift :D

@claptonisking

If you are looking for dividend yield and stability, better to go for Maybank.

@Rockers

Supermax is under CBP monitoring and glove distribution to US is temporarily ban till the the WRO is lifted.

He also missed out this part:

"Still, Apple says that its December quarter will be the company’s largest in terms of revenue in its history"

Long term glove is still in demand.

Short term may face lower demand due to surge in capacity of supplies globally.

In the meanwhile, enjoy the high dividend % for another 1-2 quarters.

@NatsukoMishima

Genetec Q2, has PAT margin of 27% over the revenue generated.

It's quite good.

@NatsukoMishima

Without revenue, there is no profit. Unless the company generates from sale of investments eg: property,land,shares,etc

Both are equally important.

@007007

Agreed.

Invest based on fundamentals and based on your own ideal PE.
At PE=50 can be high to certain people, but it can be low for others.

However, IB has their own set of PE for each industry the cover, can make use as reference only.

Q1 Earnings recovered. Looks much better than last few quarters.

@OnTime

I don't think Inari has any labour issues as indicated by the revenue from 2020-2021.

You can make comparison with those affected. There's some indication in topline and bottomline.

@EVO118

I recall a news report on the Head of Mavcomm earning Rm150k- RM170k per MONTH. Wonder what is his job description that justify his extremely high income.

Agreed that there is something fishy going on in organization.

https://www.thesundaily.my/archive/mavcom-heads-salary-not-highest-LUARCH552684

@MYthenightmare

It's a slow and steady growing company.

Easily provide 5% dividend annually.

But if you compared it since 2011, it still managed capital gain of more than 30% annually.

The company should be raising more funds via private placement or rights issue to boost capacity.

@Abrahmi

No bursa announcement.

Where is your source?

Yup.

Dividend likely in March/Apr/May via with Dividend Re-Investment Plan

@gohkimhock

It's not possible to fill such a big gap left by Dyson overnight.

Each contract needs time for POC and then prototyping and follow by mass production.

Besides that, ATA needs time to rectify and comply it's corporate sustainability.

Easily 1-2 years is possible.

@TheContrarian

Share link to the news.

Silterra contribute RM148 mil or USD36 mil for the quarter.

Thus annual revenue estimated RM600 mil or USD142 mil..

A very small foundry as compared to SMIC which is 4th largest in the world generates USD1.4 bil for Q3.

@Newbie_2288

Got good news and takeaway from the AGM yesterday.

In my opinion, this rally won't sustain as vaccine is available though is not a cure. Many disease today still no cure eg: cancer, heart attack, ezcema, even common flu.

Previous glove rally was due to high glove demand, high ASP, no vaccine at that time.

Besides that, now we notice many US and Europe countries citizen not even wearing masks.

Don't even mention glove.

@Gley

But VS contract didn't represent 80% of the annual revenue.

@Posted by newbie5354_

Normally got by batches and depends on management to decide.

But exercise can be anytime.

What you see in Bursa announcement is when staff exercise their ESOS within the stipulated period.

@Markv572421

I previously work in a local bank with ESOS many years ago.

Depending on the management allocation, normally ESOS price is significantly lower than the market price.

@MoneyMakers

Can't blame them.

It's not everyday their stock that they had been holding became GOLD in a pandemic of this magnitude.

But truly those who had been holding decades who not really be affected as their average price would be a lot lower.

Wow, Dyson contract represent 80% of the annual revenue.

The company should be proactive in making sure no customer represents more than 30%.

A grave mistake by the senior management

@I_like_dividend

What do you mean?

ESOS is for Inari employees as reward.

I think none of us here are employee so we do not discuss ESOS.

@007007

Can share the invitation and link to the call?

Supply chain issue is starting to affect D&O as well.

@NatsukoMishima

What policy?

Please share details.

It's better to wait for the quarter result for EMS players like VS, SKPres, UWC, Kobay,etc before you decide to buy in any of them.