Posted by soros228 > 2016-01-18 12:02 | Report Abuse

Well written.

Posted by Icon8888 > 2016-01-18 12:04 | Report Abuse

no need to patrol fish ponds ?

X D

Posted by soros228 > 2016-01-18 12:11 | Report Abuse

Fresh sea fish. Not fish pond.
Hehehehe. Having Garuopa now.

Posted by Desa20201956 > 2016-01-18 12:13 | Report Abuse

pump and pump and pump....no air come out you then know.

from the AR....

Industry Trends and Development
Year 2014 was indeed a challenging year for the Group. The
economy of Malaysia was affected by the global economic
slowdown and volatility following uncertainties over monetary
policy adjustments in advanced economies.
Weakening of the Malaysian Ringgit against the US Dollar and
other major currencies towards the end of 2014 has added cost
pressure on the industry. This has resulted in a higher material
cost besides the rising operational cost facing by the Group.


its just a parts manufacturer for Proton...designing those head lamps for them.

Public Research has a very good stock for this industry...it is...D & O.....much bigger, stronger and sells to marques brands overseas.

Posted by Desa20201956 > 2016-01-18 12:14 | Report Abuse

personally I buy neither .

Posted by Icon8888 > 2016-01-18 12:16 | Report Abuse

according to that article, D&O is not in high brightness

it supplies Interior LED

u can buy D&O if you want. Nobody is right or wrong. Maybe u can make money faster in D&O, who knows ?

Posted by Ven Felix > 2016-01-18 12:18 | Report Abuse

Nxt time, pls hint a bit , that u r going to publish ma; so I don't do such a handicap level Ta write up in Jhm thread. I can't sit back and wacth closely to uncle k 's Deasa2020 girl.

Posted by Ven Felix > 2016-01-18 12:19 | Report Abuse

Its ain't for me a brainless chief to write such a Desa level write up...

Posted by Desa20201956 > 2016-01-18 12:21 | Report Abuse

JHM is a component assembly plants.....they buy those LED lights, design those headlamps and sell to Proton....There are no proprietary technology except designing those head lamps...

to call it more correctly.....it is a plastic moulding operation and assemble those components.

Posted by Icon8888 > 2016-01-18 12:25 | Report Abuse

I know you are going to say that. I managed to dig out another industry report that discuss the industry value chain. It actually makes a very surprising conclusion about which segment will commoditise, which will do well. I am writing Part 5.

Desa20201956 JHM is a component assembly plants.....they buy those LED lights, design those headlamps and sell to Proton....There are no proprietary technology except designing those head lamps...

to call it more correctly.....it is a plastic moulding operation and assemble those components.
18/01/2016 12:21

Posted by Ven Felix > 2016-01-18 12:34 | Report Abuse

Aiyoyo, Desagirl is just a part time sales girl who want to sale her product to Proton, earn cukup makan saja, to render service to uncle k with her very proud of public service is her full time job, but she lost all her living to this Bursa wor.. uncle k calling still Desa girl, dad is waiting ... his ball itchy liaw. Wakaka

Posted by Desa20201956 > 2016-01-18 12:44 | Report Abuse

aiyah...your Icon, nothing good he can write about the Company, so have to resort to goggle search about some grandmother stories......

Icon is just a story teller.

and whacker.

Posted by Desa20201956 > 2016-01-18 12:59 | Report Abuse

money grows on trees for I con.....nothing for you.

Posted by Desa20201956 > 2016-01-18 13:05 | Report Abuse

felix....felix will play play with you.
I think you are the other half of Felix.

Posted by Ven Felix > 2016-01-18 13:34 | Report Abuse

Uncke k , Desa2020 lost her skirt in Bursa ; that why she is seeking sponsor from Icon8888; but Icon8888 refuse to give tipsy bfor publishing articles in i3 , so that she can earn some money back from Bursa. Now , she act like a superglue Desa2020 girl, she said keep it that way forever wor. Unless i3 tutup this platform lar. Otherwise, she never give up, Uncle k pls pamper her la, lolipop she love very much , I heard. But, no spanking lor...

Posted by Ven Felix > 2016-01-18 13:36 | Report Abuse

Don't spank Desa2020 girl, she adore Uncle k from inside to outside one..

Posted by Desa20201956 > 2016-01-18 13:36 | Report Abuse

actually I am spot on.....

Posted by Ven Felix > 2016-01-18 13:40 | Report Abuse

She is so care to Uncle k, scare u can't take it wor...kikiki

Posted by Kyou > 2016-01-18 15:57 | Report Abuse

wow...part 4 of JHM...Icon sifu very confident on this stock..

Posted by murali > 2016-01-18 17:05 | Report Abuse

Shit, only saw this now....

Posted by paperplane2016 > 2016-01-18 23:25 | Report Abuse

Another poorly written con,an story. Even wanna churn some story also do it better Lah, look at how cimb write on owg not? Go learn from pro Lah, never improve con skills, mana boleh

Posted by Ven Felix > 2016-01-18 23:29 | Report Abuse

I like d way, your style puji peopples .But, not to Icon8888 lar .plsss

Posted by Ven Felix > 2016-01-18 23:32 | Report Abuse

Readers are smart enough to follow or not follow plane bro. Dont angry.

Posted by paperplane2016 > 2016-01-18 23:34 | Report Abuse

This dude need to improve ways to con ppl mah. Now same style, same method, I saw all bored.

Posted by Ven Felix > 2016-01-18 23:34 | Report Abuse

Icon8888 article are there for readers to examine. Not like ,mouth jobs always want to cheat new readers from Desa2020 . Wuiiii dont change your ID DEsa2020,, u r getting popular liaw.

Posted by Ven Felix > 2016-01-18 23:35 | Report Abuse

Yes, Moody sir . U r absulutely true.

Posted by Desa20201956 > 2016-01-19 04:22 | Report Abuse

There are two kinds of LEDs....the pre Shuji Nakamara LED and the post Shuji Nakamara LED. You remember those LED of 10 years ago...those yellow / red lights you see inside cars and in electrical equipment...those are before blue LED is invented. Shuji Nakamara invented blue LED which makes it possible to produce white light. ....white light is the thing takes LED into the world of lightings.
All LED for lighting purposes comes because of the invention of blue LED.............D & O is no exception.

D & O produces headlights for exports to marque brands such as Mercede, VW....
This JHM products only good enough for local consumption...Proton and Perodua that is why no exports.


You cannot even read the article properly.

D & O is many many times the size of JHM....its backside with 1 billion shares is too big for you to play play.



==============================================
Icon8888 according to that article, D&O is not in high brightness

it supplies Interior LED

u can buy D&O if you want. Nobody is right or wrong. Maybe u can make money faster in D&O, who knows ?

Posted by Desa20201956 > 2016-01-19 04:26 | Report Abuse

Icon..you have great propensity to tell grandmother stories with no need for reference to facts.

Posted by Desa20201956 > 2016-01-19 04:51 | Report Abuse

From the Public Research article: In terms of its financial position, the group has a strong balance sheet with a net debt position of RM9.8 million as at 9MFY15, which will turn into net cash of RM55 million upon receipt of the RM65 million due to it from the disposal of a 10% stake in Dominant Opto Technologies to one of the world’s largest LED makers, Epistar.

10% = $ 65 million. 100% = $ 650 million........just this subsidiary alone, D & O is worth 65 sen per share.

Posted by Desa20201956 > 2016-01-19 04:56 | Report Abuse

from the Public Research :

Riding on the continuous capacity expansion and strong US dollar, D&O is expected to achieve admirable earnings growth of 30-40% over the next two years. Coming from the low base in FY14, 9MFY15 (nine months ended Sept 30, 2015) core earnings has already surpassed the previous year’s by more than tenfold,” it said in its report last Friday.

D&O benefits from strong US$......JHM is dying because of the strong US$.

one do exports....one sells locally to Proton.

You purposely choose JHM because D & O got big back side....JHM is small enough for you to whack whack .

Posted by VenFx > 2016-01-19 21:29 | Report Abuse

True not, Desa girl, i'm no naive ler. Dont use mouth task to con us here. Ven Felix say ur the Proton brand super glue promoter only.

Posted by Desa20201956 > 2016-01-19 21:46 | Report Abuse

true not?
It is all public information. That is how true what I write.

Posted by VenFx > 2016-01-19 21:49 | Report Abuse

Where ah ? i'll apprecite that very much, if u could show detail (with link) plssss . U know lar i'm still very new here ma.

Posted by VenFx > 2016-01-19 21:50 | Report Abuse

But, i saw u kena koon Bee slap kau kau, yesterday. Because u like to twist fact very very geng one.

Posted by Desa20201956 > 2016-01-19 22:03 |

Post removed.Why?

Posted by Desa20201956 > 2016-01-19 22:05 |

Post removed.Why?

Posted by Desa20201956 > 2016-01-19 22:14 |

Post removed.Why?

Posted by paperplane2016 > 2016-01-19 23:28 | Report Abuse

Jhm cannot lah, so simple

Posted by VenFx > 2016-01-20 00:50 | Report Abuse

Desa2020 u r so cute, no wonder ,Uncle k mati mati luv u.

Posted by Desa20201956 > 2016-01-20 01:23 | Report Abuse

They deleted one of my posts....otherwise people will know the state of your Love. and why I call you a girl.


Posted by VenFx > Jan 20, 2016 12:50 AM | Report Abuse

Desa2020 u r so cute, no wonder ,Uncle k mati mati luv u.

Posted by VenFx > 2016-01-20 05:00 | Report Abuse

Wow, this an in depth sharing for HB Led . Thank icon8888 for furthur enrich to me on this plot.

Posted by VenFx > 2016-01-20 05:09 | Report Abuse

Those are in the M&e field will get the chance to know better on Led , e.g. sport stadium floodlights system will go for Hb out door Led, due to their lighter in weight, far longer shelf life than sport light, energy save and many other advantages juz cant remember all. High bay light, street lighting and so on....