https://www.cnbc.com/2021/02/10/ubs-likes-vietnam-and-says-its-economy-has-huge-potential.html

https://www.klsescreener.com/v2/news/view/786085/global-silicon-wafer-shipments-up-5-in-2020-sales-at-us-11-17b

SeeHup limit up after securing ECRL contract.
https://www.theedgemarkets.com/article/see-hup-hits-limit-after-subsidiary-secured-ecrl-contract

https://www.cnbc.com/2021/01/28/vietnam-is-asias-top-performing-economy-in-2020-amid-covid-pandemic.html

Mr Tan KW,

My Stock Pick for Year 2021 ( I was No. 2 for Year 2017 & No. 11 for Year 2019 )

1) Jaks-Wc 30 %
2) Advcon 10 %
3) Camres 10 %
4) Focusp 10 %
5) Jftech 10 %
6) Lagenda-Wb 10 %
7) Ocb 10 %
8) Sasbadi 10 %

Thank you,
Rikki

LBALUM's profits more than doubled compared to previous quarter, hence share price has been reacting prior to the release of result yesterday.

Given the same industry, ARANK is having a breakout ahead of their quarterly result this month, based on the momentum we expect further upside should be seen towards RM0.65-0.68. Support at RM0.585.

Current LBALUM's PE stood at ~18.8x, while ARANK is trading around 13.2x, implying upside potential of >30%.

Source: M+ Online, Bloomberg

https://www.malaymail.com/news/malaysia/2020/08/29/putrajaya-to-phase-out-3g-network-by-end-of-2021-announces-new-infrastructu/1898382#.X0osaLo-x2g.link

https://www.nst.com.my/news/nation/2020/08/620477/jendela-spearhead-malaysias-transition-5g

TP RM4.28 by TA Securities - Bursa Msia Research
Going forward, management is cautiously optimistic for 2HFY20 with consistent loading in May and June 2020 observed to be followed by growing demand for both Ipoh and Chengdu. Demand is expected to be driven by 5G communications infrastructure and handsets, hi-end microphones, power amplifier modules, and data centre products.

https://www.malaymail.com/news/malaysia/2020/08/19/technology-mastery-the-way-to-become-high-income-nation-says-pm-muhyiddin/1895235

So many Solar contracts, time for share price to catch up with Slvest.

https://www.thesundaily.my/local/mandatory-face-mask-in-public-transport-crowded-areas-beginning-aug-1-IG3109813

https://www.cnbc.com/2020/07/21/president-trump-urges-americans-to-wear-masks-to-prevent-the-spread-of-the-coronavirus.html

https://www.thestar.com.my/news/nation/2020/07/22/those-refusing-to-wear-face-masks-may-be-jailed

https://www.theedgemarkets.com/article/who-warns-oxygen-shortage-covid-cases-set-top-10-mln

Shares of PayPal Holdings (PYPL.O) soared 14% and boosted the S&P 500 and the Nasdaq after the company said it expects a strong recovery in payments volumes in the second quarter as social distancing drives more people to shop online.

Good pick. Should be overlooked( fail to notice ) instead of underlooked

Happy NY to u too.

Scope - Taiwanese tech co Inventec now one of the major shareholder. Own 4,300 hectares of Oil Palm plantation in Sabah

Tq Mr Tan KW, my mistake.

Mr Tan KW,

My Picks for 2020 ( I am No. 2 for Year 2017 & No. 11 for Year 2019)

1) Notion-Wb 10 %
2) Scope 10 %
3) Salute 10 %
4) Fpi 10 %
5) Eg 10 %
6) Tecfast 10 %
7) Vis 10 %
8) Redtone 10 %
9) Pphb 10 %
10) Serbadk-Wa 10 %

Thank you,
Rikki

Rights issue 1 billion PA @ 1 cts in Dec 2018. 15 PAs : 1 ARBB Shares @ 1 cts per PA. Conversion : 1 PA + 19 cts = 1 ARBB Shares. Cost to convert to 1 ARBB shares only 20 cts.

In August 2018, Notion 77 cts & Wc 41 cts, now Notion 77 cts & Wc 29 cts.

https://www.theedgemarkets.com/article/affin-hwang-capital-starts-coverage-electronics-manufacturing-services-sector

https://www.theedgemarkets.com/article/affin-hwang-capital-starts-coverage-electronics-manufacturing-services-sector

https://www.thestar.com.my/business/business-news/2019/10/09/asia-poly-bio-gas-project-to-supply-power-up-to-383c-per-kwh

https://www.theborneopost.com/2019/10/07/malaysia-to-be-among-first-in-asia-to-roll-out-5g-project/

https://www.theborneopost.com/2019/10/07/malaysia-to-be-among-first-in-asia-to-roll-out-5g-project/

Eps 0.84 cts was for 2 months (May & June 2019) due to change in financial year.

The Prestige Hotel is #1 Best Value of 466 places to stay in George Town - TripAdvisor

The Prestige Hotel is a luxury homegrown hospitality label located in the heart of the Georgetown UNESCO world heritage site. Inspired by its colonial Victorian heritage, it welcomes the urbane traveler to a magical contemporized colonial scene, with 162 rooms, an all-day dining outlet, an arcade with a mix of retail outlets, event spaces and a rooftop infinity pool. 25 minutes away from Penang International Airport, within walking distance to Penang’s cultural hotspots and popular gourmet finds, together with Prestige’ bespoke hospitality, The Prestige Hotel brings local inspiration to life for intrepid world travelers seeking to experience local charm at its best. It is the perfect designer living space for the busy business executive and the contemporary world traveler of today - TripAdvisor.

Pphb's Prestige Hotel, Penang which commenced operations on 1/6/2019 is given a maximum 5-Star Ratings by TripAdvisor.

https://www.tripadvisor.com.my/Hotel_Review-g298303-d17530797-Reviews-The_Prestige_Hotel-George_Town_Penang_Island_Penang.html

https://www.reuters.com/article/us-globalfoundries-tsmc-lawsuit/globalfoundries-seeks-to-ban-u-s-import-of-tsmc-clients-products-idUSKCN1VH0E9

Opcom, Redtone & Scable up
https://www.thestar.com.my/news/nation/2019/08/28/cabinet-approves-rm216bil-national-connectivity-plan

https://www.thesundaily.my/business/soft-recovery-for-tech-sector-in-second-half-CF1135721

K1 in IoT & providing Cloud services for Amazon, Microsoft & Google. Net cash 51 million or 7 cts per share. Stock for the future at a bargain @ 0.235 !!!

Price stuck around 60 cts bcoz of recent cheap rights issue 5:2 @ 20 cts & Free Warrants 3:5. Directors are selling non-stopped.

Eg. Rights issue of 100K shares got 250K right @ 20 cts & 60K warrants FOC. Cost was 50K & net gain 118K ( if mother @ 60 & warrant @ 30) & still holding the original 100K shares.

Stock: [PCCS]: PCCS GROUP BHD

 Jun 21, 2019 4:58 PM | Report Abuse 

Grossly undervalue @ 0.48 cts. Q4 eps @ 3.57 cts as at 31/3/2019

Bullish pennant breakout @ 41 cts now.


rikki What a bargain @ 34 cts !!!

26/06/2019 11:49 AM

http://nexttrade.blogspot.com/2019/06/redtone-revenue-and-pbt-continued-to.html

What a bargain @ 34 cts !!!

https://youtu.be/UWQ-aVx8mE4

Grossly undervalue @ 0.48 cts. Q4 eps @ 3.57 cts as at 31/3/2019.

https://www.newsweek.com/donald-trump-jimmy-carter-china-war-infrastructure-economy-trade-war-church-1396086

Greatech Technology Berhad

Date
Open to apply: 13/05/2019
Close to apply: 24/05/2019
Listing date: 13/06/2019

Share Capital
Market Cap: RM381 mil
Shares Issue to sell: 119.750 mil shares (IPO 18.780 mil, Company Insider & placement 100.97 mil)

Business
Manufacture of Automated equipment & provision of parts and services for Solar, semiconductor, & consumer electronic sectors.

Geo Local: 10.01%
Foreign: 89.99% (Vietnam 62.68% & USA 25.37%)

Fundamental
Market: Ace Market
IPO Price: RM0.61 (eps: RM0.0627)
P/E & ROE: PE9.73, Ave ROE over 4yrs 11.74%
Cash & fixed deposit after IPO: RM0.11 per shares
NA after IPO: RM0.22
Total debt to current asset after IPO: 0.43 (Debt: 77.358 mil, Non-Current Asset: 39.243 mil, Current asset: 178.639 mil)
Dividend policy: Does not fixed any dividend policy.

Financial Ratio
Trade receivable: 65days (Ave over 4yrs)
Trade Payable: 62days (Ave over 4 yrs)

Past Financial Proformance (Revenue, EPS)
2018: RM219.582 mil (eps: 0.0627)
2017: RM93.914 mil (eps: 0.0376)
2016: RM22.703 mil (eps: 0.0115)
2015: RM21.393 mil (eps: 0.0111)

Net Profit Margin
2018: 14.45%
2017: 20.29%
2016: 25.59%
2015: 26.17%

After IPO Sharesholding
Tan Eng Kee: 74%

Director Remuneration for FYE2019 (from gross profit 2018)
Ooi Hooi Kiang: 66k
Tan Eng Kee: 698k
Khor Lean Heng: 510k
Mariamah Binti Daud: 66k
Ooi Ching Hock: 66k
Total director remuneration from gross profit: 3.1%

Use of IPO fund
Business Expansion: 24.64%
Capital Expenditure: 6.85%
R&D expenditure: 6.85%
Working Capital: 50.03%
Repayment Debt: 6.16%
Lisitng Expenses: 5.47%

Competitor PE & ROE
Penta: PE22.28, ROE16
Vitrox: PE30.45, ROE24.88
Sam: PE14.18, ROE14.61
Mi: PE21.11, ROE13.42
Genetec: PE7.09, ROE11.38
Elsolf: PE14.29, ROE35.53

Industry Analysis (Asean 2012-2018)
Global Solar Cell & Solar Module Production CAGR:27.4% & 27.4%
Global Sales Semiconductor CAGR: 8.7%
Consumer Electronic CAGR: 6.1%

Conclusion
Good thing is:
1. PE9.73 still below PE10
2. Revenue is growing past 4 year.
3. Director fees around 3%
4. They are in the sunrise industry.
5. Business having 89.99% is export. The strong USD will benefit the company.

The bad things:
1. Average ROE11.74% (Below ROE15% level), their competitor ROE is higher.
2. IPO fund 6.16% use to pay debt.
3. IPO in the ACE market.
4. Effected by current trade war (might be opportunities & also might not).

Conclusions
Overall is a above average IPO. The most of the funds is use for expand the business.
Demand of their product is increasing every years.

IPO Price: RM0.61

Greatech in automation & robotics
https://www.malaymail.com/news/money/2019/05/13/greatech-to-raise-rm73.05m-from-ipo/1752367

https://www.theedgesingapore.com/cnmc-goldmine-announces-near-trebling-1q-earnings-19-mil-higher-gold-output

Performance since the date of postings on 3/3/2019 to noon 11/3/2019; 1) IFCA + 11 cts 2) PCCS + 3.5 cts 3) YOCB + 3 cts 4) Danco + 5.5 cts 5) GFM - 2.5 cts 6) Bahvest + 11.5 cts 7) MFlour + 14.5 cts & 8) VS -9 cts.

Congrats Bro Duit....very geng !!!

Both Qes & Fajar T4 today & are trending higher.

https://www.bloomberg.com/news/articles/2019-01-24/huawei-stokes-u-s-fear-with-low-cost-networking-gear-that-works?srnd=premium-asia&fbclid=IwAR1h1OGSNBqre1s_qEWr5Ntz8OBjA5plOHxw8ZTYJHiah1ogiy8kCj92_aU