value88

value88 | Joined since 2014-03-28

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Stock

2020-02-21 12:19 | Report Abuse

WoW, Mi so powerful.
Mi is Vitrox + Penta bcos it is a ATE producer and going to commence operation for automation solution in 2020 when new Batu Kawan plant is ready.

Stock

2020-02-20 21:24 | Report Abuse

Some people curious why revenue increased by 44% QoQ but why net profit increased merely 1% QoQ. The reasons are there were forex loss, write-off for obsolete inventory, and year-end bonus to employees in Q4 quarter. If without these one-off items, Mi's net profit in this quarter will be even better !

Mi is in the right industry and managed by top-class management team.

Stock

2020-02-19 21:51 | Report Abuse

Mi has reached my target price today but feeling very hesitate to sell bcos the management guided that the coming Q4 earnings should be good, and 2020 earnings will be even BETTER bcos customers have increased their capex budgets in 2020. For example, TSMC announced (in Oct'19)to increase capex by 40% in 2020.

In addition, in 2020, its new business segments, i.e. Mi Automotics and Mi Components, will commence operation and start to contribute to revenue and earnings.

I think I should hold Mi even at current price level. Hope the decision will turn out to be correct.

Stock

2020-02-13 14:14 | Report Abuse

AWC is undervalued.
Nothing wrong with this company, don't turn pessimistic just bcos its stock price drops.
Market loves technology stocks now. AWC is kind of in the industry that people ignore.
One day, market will give fair value to AWC.

Its good to have growth stocks (eg. tech stocks) + value stocks (eg. AWC) in our portfolio.

Stock

2020-02-13 08:57 | Report Abuse

One can notice MI did well in last Q32019 but not other ATE players such as Vitrox, Elsoft, MMSV and Aemulus. This is bcos MI's ATE equipment is differ from others. MI produces wafer-level packaging (WLCSP) ATE and others are semiconductor component or PCBA ATE producers.

In semiconductor boom cycle, the wafer-level player benefits first and subsequently come down to semiconductor component packaging players. Just look at Taiwan TSMC, u would know what I mean.

MI should continue to do well in Q4 2019.

Stock

2020-02-12 16:00 | Report Abuse

MHB is the first positive Q4 quarterly report I receive in Feb'20. Hope more to come.

Stock

2020-02-12 15:59 | Report Abuse

Finally MHB registered profit in this quarter !
2020 will be a turnaround year for MHB. If and when its Heavy Engineering segment's newly secured project reach the higher progression stage, MHB's earnings should improve further.

Stock

2020-02-08 10:05 | Report Abuse

But of course the condition is Kobay must show growth in its revenue and earnings just like UWC and FoundPac did. I believe Kobay can achieve that in FY2020 riding on the recovery of semiconductor industry.

Stock

2020-02-08 10:03 | Report Abuse

It is reasonable to compare Kobay with FoundPac and UWC because they belong to the same industry, i.e. precision components, tooling and metal fabrication.
Both FoundPac and UWC are selling at 30x-40x PE multiple now, and Kobay is a much cheaper option as it is selling at merely 10x PE multiple.

The question is will market give Kobay higher PE multiple, just like they gave to UWC and FoundPac ? If market does recognise Kobay is a much cheaper option for precision parts industry one day, Kobay's stock price will surge.

Stock

2020-02-07 17:11 | Report Abuse

I just noticed the total volume of 4.8k shares transacted today are all acquired by me.
It's like Kobay open for trading today is solely for my sake, haha.
Anyway, I have accumulated almost enough. Wait and hope for better quarterly result b4 end Feb.

Stock

2020-02-07 17:07 | Report Abuse

Wow, I do not expect it can rebound so fiercely within a day. What actually happened behind the scenes ? Anyway, congratulation to all shareholders, myself included.

Hold tight-tight and aim for higher gain.

Stock

2020-02-07 17:02 | Report Abuse

Added SAPNRG. At this price, the downside risk is really very low. Even if it again make loss in coming Q, its stock price should stay at the same level.
If SAPNRG can turn profitable in subsequent quarters, it's stock price will fly. Just look at its P/BV and outstanding orderbook, u can imagine how.

Stock

2020-02-07 12:32 | Report Abuse

Rebound liao...80sen yesterday was too cheap to ignore.

Stock

2020-02-06 16:39 | Report Abuse

Bought some at price weakness.
Its earnings should improve QoQ in coming quarter, albeit should be lower YoY due to the high initial cost from RTE new factory.
In long term, MyNews will continue to grow.

Stock

2020-02-06 15:37 | Report Abuse

Bought some at price weakness.
Its airport concession and crane segments will continue to do well in 2020. Its construction segment's revenue fluctuated a lot quarter to quarter, and depends on the progressive billings and therefore difficult to forecast...

Anyway, the price is cheap enough to collect now. The price weakness is probably due to people think the Wuhan virus would impact tourism and hence its Cambodia airport concession. Cambodia's is actually not much impacted by Wuhan virus, and if it is, the impact is not going to be long term.

Stock

2020-01-31 18:05 | Report Abuse

So pessimistic how to win money in stock market.
What happens to "be fearful when others are greedy, and be greedy when others are fearful ?" It is not applicable anymore ?

Stock

2020-01-31 18:01 | Report Abuse

Finally managed to buy some today. I have queue to buy for many days and today is the day I become the shareholder of Kobay.
Its aerospace, O&G segments have been doing well in 2019 and will continue to do well in 2020. Its semiconductor segment didn't do well in 2019 but will do well in 2020 due to recovery of semiconductor industry.
With all the 3 manufacturing segments having growth prospect, Kobay is almost certain to perform better YoY in 2020.

As for its property segment, the contribution % is much less than manufacturing segment, so if it does not make loss in 2020 is good enough for me.

Stock

2020-01-29 21:26 | Report Abuse

MHB to turnaround in 2020. The current weak market sentiment is a golden opportunity to accumulate.

Stock

2020-01-29 21:24 | Report Abuse

Volume today is >2x bigger than volumes in previous days when BAT stock price came down is a very positive sign (or technical indicator).
How can a high ROE high DY% consumer company selling at <10x PE multiple ? If it does, that pessimism should not sustain.

Stock

2020-01-24 14:49 | Report Abuse

High ROE consumer stock selling at PE<10x, common sense will tell if this is considered cheap or not. Many negative factors have reflected in current stock price. One small positive factor will trigger its stock price to rebound.
It is indeed a falling knife. Buy gradually bit by bit. No rush.

Stock

2020-01-24 10:39 | Report Abuse

Just add gradually bit by bit lar. BAT's situation is bad but not that bad. Oversold liao.

Stock

2020-01-22 22:15 | Report Abuse

ABMB's stock price dropped to new multi-years low today, I added more.
One interesting point to highlight here :
Last quarterly EPS has actually shown improvement QoQ and earnings was actually not bad. It's stock price rose immediately after the quarterly announcement showing market is reacting positively to its last quarterly results. But, its stock price subsequently came down till today's level. Market is irrational, so take the opportunity.

Stock

2020-01-20 18:30 | Report Abuse

Bought some. The price is too attractive..

Stock

2020-01-13 09:17 | Report Abuse

~2 years gestation period is long..

Stock

2020-01-13 09:16 | Report Abuse

MyNews has good prospect but its new Food Processing Center and newly launched in-house Ready-To-Eat (RTE) food will drag down its earnings due to initial cost incurred.
The analyst guided that the "gestation period" may take ~2 years for its FPC to reach economic of scale. Assume the analyst is correct, MyNews' earnings in several quarters to come will be lower YoY and that is negative to its stock price..

All in, I think its stock price still has room to fall, so interested investor should wait before buying.

Stock

2019-12-31 09:18 | Report Abuse

This stock will ride on the recovery of semiconductor industry in 2020.
It distributes and manufactures semiconductor equipment.

Stock

2019-12-17 14:47 | Report Abuse

Oversold and rebounding now..
Oops...didn't buy enough last few days..i was thinking can accumulate slowly.

Stock

2019-12-17 14:44 | Report Abuse

I just added ABMB.
The credit losses has dampened ABMB's earnings in 1HFY20 (Apr-Sept'19). But, the analyst has guided that the credit loss is expected to normalise in 2HFY20 (Oct'19-Mar'20), and V-shape recovery is expected from FY21 onwards.
If u go through their quarterly reports, the interest income has been consistent, and loan size has expanded. The only reason that dragged down its EPS in past 2 quarters was credit loss. When the provision for credit loss is normalised, the earnings will recover, so as its stock price.
I suppose ABMB has limited downside at current price level. It is selling almost at 10-years low now. Most negatives have priced in. In coming months, i suppose the only way for its stock price to go is up.

Stock

2019-11-28 19:48 | Report Abuse

This stock is severely undervalued. It's stock fell in last few months due to poor Q4FY19 EPS which was caused by many one-off losses.
If I exclude last quarter's one-off loss, AWC is currently selling at ~7x PE multiple. This is low for a net cash and consistently profitable company.
Its fair value is at least 94sen per share, and from current 62sen per share, the upside is ~50%.
If AWC's stock price does not rebound tomorrow, blame the market sentiment and irrationality of Mr. market. It is a no brainer at this price level. I have accumulated enough in past few months.

Stock

2019-11-27 17:52 | Report Abuse

Bought some ABMB.

As expected, the EPS is higher QoQ but lower YoY. This is what analysts have forecasted.
The analysts also give guidance that 2HCY2019 earnings would recover, and earnings in Oct-Dec'19 quarter will be higher than July-Sept'19. This means ABMB has chance to make ~8+sen in next quarter.

If ABMB's EPS can normalise to ~8+sen per quarter. Its stock price should also normalise to ~RM4 per share (if both move in tandem). If one refer to ABMB's earning vs stock price in past 10 years (Dec'09 to Nov'19), the net profit fluctuates in narrow range between RM110mil and RM140mil in most of the quarters, and is fairly consistent. The stock price chart shows at RM2.69 per share now, ABMB is selling at about the same price level as in Dec 2009, which is near to 10-years low. In short, it is selling relatively very cheap now.

Stock

2019-11-26 22:46 | Report Abuse

Great results. If not the small one-off loss, MPI's EPS would have returned to 20sen level.
My tp is RM13-RM14 per share, which was its stock price achieved in 2017 and 2018 when its EPS was at ~20sen per quarter level.

Stock

2019-11-21 21:59 | Report Abuse

Reasonably good result as this quarter turns from loss to profitable.
The more important point is management guided that QES should deliver better results from Q4 FY19 onwards. The down-cycle of semiconductor industry that impacted QES is at the tail of its cycle.

Stock

2019-11-21 21:01 | Report Abuse

I think this company can only do well in year 2020 when 5G roll-out as its new test system caters for 5G related components.
For short-term, we may see its stock price plunges due to 2 consecutive loss quarters.

Stock

2019-11-21 20:56 | Report Abuse

Good quarterly result !
Two good quarters back-to-back is enough to push Mi's stock price to cross RM3 per share again before the next quarterly announcement.
Management hinted that Q4 FY19 will still be a good quarter since the order from OSAT players in advanced/wafer packaging segment remains strong.
As for next year 2020, Mi's prospect is even brighter with the roll-out of 5G gaining momentum.
Mi also has automation and robotic segment (just like Penta) and it is ready to service companies going for Industrial 4.0.

All stars are aligned for Mi. I see it as "future Vitrox", and I plan to hold it long-term to see it realises its full potential.

Stock

2019-11-20 23:57 | Report Abuse

KESM's earnings improve YoY and QoQ. Management guided that the demand is increasing progressively. KESM is recovering.

Stock

2019-11-14 17:07 | Report Abuse

Uncle KYY may vomit blood seeing Jaks' stock price today.

News & Blogs

2019-11-01 12:57 | Report Abuse

Technology and O&G stocks lead the way.

Stock

2019-10-31 12:29 | Report Abuse

Apple 11 good sales will boost Gtronics' coming Q4 earnings. This Q3's earning is so-so because up to Sept'19, Apple has not aware Apple 11 is going to register good demand. The volume loadings in Oct-Dec'19 will increase in order to supply parts/components for increasing sales of Apple 11.

News & Blogs

2019-10-31 11:32 | Report Abuse

This is a piece of good news.

Stock

2019-10-31 09:29 | Report Abuse

lai liao lai liao.
Undervalued stock awakening liao.

Stock

2019-10-31 08:42 | Report Abuse

Fantastic results. Krono achieved the record highest revenue, net profit and EPS in this quarter.
There is a small forex loss, otherwise, the net earnings would be a bit higher.

I should have bought more...

Stock

2019-10-28 21:22 | Report Abuse

There is RM6.4mil forex loss in Q3 FY19. If exclude this one-off loss, MHB is actually profitable in this quarter. The core EPS without exceptional forex loss is ~0.08sen. It is not much but at least MHB turnaround in this Q3 FY19.

The tender book jumped 4.3x if compared to last quarter. The higher tendering reflect improving O&G activities, and higher tender book also gives higher opportunity to win more contracts for future income stream.

News & Blogs

2019-10-27 22:15 | Report Abuse

It is true that Vitrox reported inferior earnings QoQ and YoY, but not Unisem.
Unisem's July-Sept'19 earnings was impacted by one-off loss from reversal of retirement benefits in PT Unisem and exceptionally high tax rate. If exclude those one-off loss, Unisem actually register profit in this quarter and EPS is also higher QoQ.
I am surprise Felicity who is an experienced stock investor didn't look into the details of Unisem's quarterly report and jumped to conclusion that Unisem did poorer in this quarter.

Stock

2019-10-25 08:37 | Report Abuse

Coastal registered loss in preceding quarter but that was due to one-off loss incurred.
It has actually registered gain if without those one-off loss.
Coastal also started to secure vessel building contracts and more vessel charting contracts came in. This shows the sign of improving prospect.
Major shareholder sees the good prospect and has been buying big via open market. Un-wise market people sold their stock at cheap price to the major shareholder.

I foresee Coastal's coming quarterly announcement in end Nov'19 will be good. Coastal is a well-managed company surviving in bad industry (O&G industry) in past few years. Once the O&G industry recovers, surely Coastal stands ready to recover.

News & Blogs

2019-10-22 09:05 | Report Abuse

The article above is not giving a balanced view on Netx. It is a bias article in favour of Netx's shareholder.
Having said so, I do see Netx has plenty of cash and the insiders did buying its stocks from the open market.

News & Blogs

2019-10-22 09:02 | Report Abuse

On what ground the author is confident that Netx can get a piece of pie from NFCP implementation?
The author "assume" Netx can benefit from NFCP and promote the stock..
What about the prospect of Netx's main business in electronic payment ? The main business is ignored in the discussion but focused only on NFCP which may or may not benefit Netx..

Stock

2019-10-21 12:49 | Report Abuse

Sapnrg will be another Armada when it starts to turn profitable.
Will Sapnrg turn profitable ? Certainly, it is a matter of sooner or later.
Mark my words, and let's look at Sapnrg's quarterly earnings and stock price one year from now.

Stock

2019-10-21 12:41 | Report Abuse

While celebrating Armada, shouldn't we take a look at SAPNRG which is selling at depressed price now ? SAPNRG can be the next Armada when it starts to turn profitable.
When that happens, we can again celebrate for SAPNRG.

Stock

2019-10-21 11:20 | Report Abuse

KESM started to move liao :)
This is even before its quarterly earnings result to show meaningful improvement.
The stock market is indeed a forward looking indicator.
The automotive market has hit the bottom in 1H2019, and will continue to recover in quarters or years to come. If trade tension can settle, that will be another big catalyst.
Do not forget KESM was once a RM20+ per share stock back in year 2017. If its earnings can recover to level in 2017, you can imagine KESM's stock price upside potential from <RM8 now.

When it moves, it can move "fiercely" as what I can see in its historical price trend. Its number of shares are not much, and therefore, stock price can be pushed up very fast.

News & Blogs

2019-10-08 00:00 | Report Abuse

Should not sell Armada, i think it still has long way to go.
I also have MI and MPI.
MI is also a stock to hold, its potential is huge.