The next big wave from Data Center construction...
Approval granted for 10 over data centers...

Who is going to build those up and supply the auxiliary for AI is the champion in the next 1.5 years.

2.29... Sometime d_on't know how to describe this stock...

Notion up to $2.23 liao...

rr88

2.00 ka. Ha ha ha I laugh until shit came out from backhole oooo..
This joker operator making a bad joke. When you syok2 dreaming, it will crash double limit down. Why? Because it has been one lousy bad joke.

17 hours ago

RR88 sifu,
You are making too many joke!!

So , vsi is malaysia government EMS arm..
Can I say that?

If you worry about VSi. Please check the major shareholder?
It is epf/kwp

VS 1.23 up 3c liao...

Hihi

Ems will continue to fly because China is looking for next Mfg hub to assembly their electronics device for US customer...

Malaysia is the sole beneficiary for China+1 EMS main hub

BESUDE Premier China want to roll out partnerdhip in semiconductor ecosystem

Ems is flying one by one if everyone doesn't aware...

PIE.. How many fold.. 200%
Atec, 200%
ATA 200%
Notion 600%
Skp,vsi 200%

Hot hot hot

EG up 12c to 1.62 today..
EMS ems is the next BIG BIG THEMETO REVEAL

The EMS business has huge potential because of China+1 strategy including potential Mfg server if not box build but pccba assemble is ready technology in VSi

Those miss the great rally of Notion may want to looks at VSi now..
The official rally kicks off yesterday with excellence QR. The upcoming QR will be even better as guided by management...

Super Micro Computer hits usd900 for Mfg nvidia server...
VSI is in the same industrial but EMS...

Why not VSi bidding nvidia or Huawei server...?

If the new customer describe is one of those possibilities then...

Game changer... Like PIE...

JCY flying.. Notion then fly higer
ATA flying. VSi will fly higher..

EMS is the coming big theme for Iskandar Johor Theme

Market react positively for Notion and JCY after management guides the outlook/ prospect for 2H24 is better than 1H24..
Share price shot up 3x..

VSI management reaffirms the improve outlook for 2H24 as well..
So, expected to hit MBB target 1. 41 sooner if not 3x flying

Despite the macro uncertainties we opine that things are gradually looking better for VSI with the recovery in orders from key customers

Additionally, HLIB said things are also looking up with launches of several new models by certain customers which will keep VS Industry occupied in the mid-term.

“We take this opportunity to roll forward our valuation year to FY25 (from CY24 previously)

“We gather that outlook is looking promising with a healthy pickup in sales orders from VSI’s key customers following improved consumer sentiment s and normalisation of customers’ inventory levels,” it said

Notion the new born Ems is so powerful leading the grandfather VS, SKP and grandchild ATA moving...

Notion the new born Ems is so powerful leading the grandfather VS, SKP and grandchild ATA moving...

ATA, notion and EG starts the rotating goreng game for EMS after Notion and VS

Maybank upgrade VS target price from $1.20 to $1.41

So, Johor famous for data center...
Beside that famaus for EMS....

VS, SKP and ATA....

Ini kali next hot theme after DC, hdds,...... E... M.... S

RR88 sifu,
ATA is next Jcy
VS is next DUFU..

Besok, 3 EMS brothers VS, SKP and ATA flying like rocket la.. In view of technology thrme emerge

Ong kau kau la...
Sifu Hng33 pun tak boleh tahan tengok retreat punya price 1.15 cheap cheap.. For skp

ATA sudah terbang 18% today..
VS jump 4% because of excellent QR..

Turns green liao..
AWS as power as Nvidia..
Same category taiko

Calvin,
Dont miss mnh...
Adui....

Superd QR 4c..

You can comfortable buy if rr88 sifu here..
Guarantee up at least 1.5x....
Jcy or Notion are recent example of success

Let's it auto pilot to $1.38 Rhb target

VS Good QR up 4. 3% to $1.20
ATA up 17.7% to 53c

3 johor star alliance becomes EMS king

Skp=vs=ATA!

RR88 sifu, up 1c to 83.5c..
How to kena con?
It is adding 1c to my profit

MOST IMPORTANTLY SUMMARY!
BOARD ASSURES NEXT QR WILL BE BETTTER

The Board opines that the financial performance of the Group for the remaining quarter to
continue reflecting improving performance, firmly backed by our lean balance sheet with
low net gearing and healthy cashflow.

Aside from that, the ongoing discussions with prospective customers remain in progress
and we look forward to expanding our clientele by the end of the calendar year.


KEYEORD: NEW CUSTOMER ON BOARD BY YEAR END 24

Key word: NEW PROCESS IN MASS PRODUCTION NOW..
SO, CONTRIBUTED TO NEXT QR EARNING

On another positive note, with the recent successful development of several new processes
in-house, the Group has strengthened our vertical integration capability. Mass production
for our key customer has already started for some of these processes. At the same time,
we continue to have active engagements with our key customers to explore further
opportunities that are value-accretive to both parties.

Good sign

Key points: FUTURE ORDER PICKUP IS FORESEEABLE

16. Current year prospects (Cont’d)
On balance, we expect this progressive uptrend in orders to prevail into the near
foreseeable future.

Key point: Order pickup

16. Current year prospects
While the macro operating environment remained challenging, the Group is experiencing
healthy pickup in sales orders from our key customers following improved consumer
sentiments and normalisation of our customers’ inventory levels. In addition, launches of
several new product models by certain customers serve to sustain market interests as well.

Small little EMS Notion at $2
The mother of Ems VS shld be more than $2 with the same prospect affirmed by management that next 2 QR shld be better

$1.38 TP by RHB
Well done VS!!

VS Industry - Approaching Peak Seasonality; Stay BUY
Date:
2024-06-20
Firm:
RHB-OSK
Stock:
VS
Price Target:
1.38
Price Call:
BUY
Last Price:
1.17
Upside/Downside:
+0.21 (17.95%)
Stay BUY, new MYR1.38 TP from MYR1.02, 20% upside and c.3% FY25F (Jul) yield. VS Industry’s 9MFY24 results beat expectations on stronger- than-expected margins recovery. We believe the share price rally still has legs, given solid earnings delivery, margins upside potential, and positive news flows to sustain the bullish sentiment on the stock. Our forecasted 3- year earnings CAGR of 19% will be underpinned by orders recovery, margins enhancement, and potential new job wins.

I cut lose too early..
Lesson learn is to hold the good stock..

Anywhere, my other DC related stocks shall rebound following Cabnet

RR88 sifu,
Please don't sways scare me...
Correction erupted my profit..
Very sad...
But, it shld over today
Then, my profit will be double up..

OK!!