I didn't expect MPI price to drop at this pace to catch up with the Gtronic's PER 16x . Margin call ke?

Revenue growth stagnant for the last 3 quarters. This quarter PAT dropped. TP 1.2 ke?

Vitrox and UWC are abangadik traded at PER 35x.

Many people are using margin to buy shares...shivering man!

How long can than when they keep an eye on the share prices sliding? lolz

The taste of the technology mania was so syok. Many people cannot resist the temptation.

PER 50x wor.

Follow investment clock and do benchmarking to minimise risks in order to keep afloat in the market for long term.

Market is like that lor. Another new batch of herd will emerge again for another round.

Derating is on the way to local technology companies and moving forward with the valuation on par with global semiconductor players.

Best time to trap heroic knife catcher and rebound players.

What wave is it? Build another dam again for the next waterfall wave?

Fat in paper gain. It takes a bit more time to squeeze out the fat.

Gtronic and MI are going to be the champion in falling back to the price Covid started...10% to go.

Told you guys many times already harvester has been deployed since 5 months ago. Mana mata?

Natsuko. Ignore him whether press or don't press. It's beyond our control and no risk management is able to cope with the this scenario.

If no profit growth in the next 2 quarters then it may break below 2 lor.

TP 2.0 or PER 18x.

Investment clock has never stopped ticking during technology mania period.

No more lockdown theme. Recovery theme is serving on the table gradually.

IBs are slowly derating technology sector through offering lower target PER.

Money is fleeing to commodity and Banking follow by Consumer. Tech sector ah...Wait for next cycle lor.

People are scared of double g.

hoot9. Yeah. It looks like Buy commodity to hedge inflation in 2022.

Slogon:
2020 (Glove) - Don't ask, just Buy
2021 - (Tech)- Technology is the future
2022 - ?

Local funds, IBs and Retails were all together goreng Bursa tech until it become the top valuation in the world. Will tech mania turn into tech phobia in the near future?

SAM is still traded at PER 29x. Waiting for PER 15x or price RM 2.10.

Ginseng chicken soup.

Fact is cruel. Technology is the future but Price is sliding back to the past.

Genetec Net profit margin is 28%. Many ATE companies with real moat are also unable to achieve to kind of ultra lucrative margin. What is the story behind.. Lolz

Next time, you would see it happens to the commodity related counters again. Lolz

I don't have any questions of its prospect after 2 years... Problem is the market trend is not favoring technology sector now.

PER is a guidance in risk management. Of course, you can't apply PER to the NTA and recovery play. Lolz

I have seen him punting successfully few times. He is patient and good at applying Benjamin Graham principles in NTA play at good timing.

It's indeed hard to answer what is reasonable PER without doing any benchmarking...we don't look at PER in an isolation manner... Earnings up and down.. It's all relatively and dependent on the sectoral play in the market.

MI is aiming at the lowest price when covid started in 2020. Pretty scary.

No need analysis la. When you see stockraider hanging around here, then you join the boat. He is good at punting Insas.

Without benchmarking with the Nasdaq semiconductor companies in PER , i would have believed to the slogon of 'Technology is the future " after watching many semiconductor videos in Bursa and IBs analysis... Really brainwashing.

Many people even said it was very old fashion in valuing technology sector by PER. What a joke!

Bursa Technology Superbull was very very strong. Hardly seen any sector goreng like this in the last 2 decades. It happens once in the blue moon. Many chives are being harvested.

Started talking Technology doomed since October 2021 and the market was heading peak in November 2021.

Funds managers also follow global trend one or else they would be blamed for being like a smart ass when something bad happens. Now, They can simply reduce their position and put the blame to Fed and Ukraine crisis.

Tomorrow, funds managers and IBs would offer another bowl of ginseng chicken soup.

Semiconductor sector is a global business. Lolz

Take example what's happening in Nasdaq now... Seagate is traded at PER 12.3x whereas Western Digital 7.9x.

I can't give you an example but benchmarking must be done with the sector and industry (or global players) at that moment. One of the main factor is chips shortage may dampen the growth of the semiconductor volume in the next 2 years before new supply kicking in.

PER 30x is a premium. By that time, many Bursa Technology counters will be seen trading between PER 8x to 20x.

Need to take into account full dilution of EPS by including ICPS to arrive PER 30x at price RM 2.

Target Price RM 2 or PER 30x...Still bit high.

Back to the basic again... Investment clock.

Funds are moving to commodity related business and follow by Banking...Technology counters good buy at 25% to 30% of the peak price.