Posted by BBB79 > 2014-07-02 21:30 | Report Abuse

vincentming, your target so high, then you got buy warrant?

Posted by lching > 2014-07-02 22:28 | Report Abuse

if MPI keep dropping, no way UNISEM can move higher.

Posted by vincentming > 2014-07-03 10:21 | Report Abuse

BBB79 沒一进到wa，可惜了！！

Posted by lulilan1 > 2014-07-03 10:22 | Report Abuse

MPI and unisem are related?if the son borrow from ah long the father must pay.this is layman thinking

Posted by BBB79 > 2014-07-03 10:51 | Report Abuse

today they collect at 1.48...

Posted by BBB79 > 2014-07-03 10:51 | Report Abuse

vincentming, 我買wa，0.14.。。。

Posted by vincentming > 2014-07-03 11:09 | Report Abuse

BBB79 出貨要知会一下，好吗？

Posted by x6158xxxxx > 2014-07-03 11:13 | Report Abuse

i got it @ 1.03...earn big

Posted by vincentming > 2014-07-03 11:18 | Report Abuse

BBB79 WA 2015年-8月到期 RM2.10注意一下·

Posted by BBB79 > 2014-07-03 11:21 | Report Abuse

vincentming， 沒問題的。母股起，孩子跟著起。

Posted by BBB79 > 2014-07-03 12:31 | Report Abuse

they start do something, break 1.5...

Posted by vincentming > 2014-07-03 12:35 | Report Abuse

BBB79 First target RM????

Posted by BBB79 > 2014-07-03 12:40 | Report Abuse

vincentming, 他們才開始有動作，等。。。

Posted by cyphua > 2014-07-03 18:55 | Report Abuse

英国房地产咨询公司周一(2014年4月28日)公布的数据显示，英国楼市复苏本月扩大到伦敦以外的地区，英格兰和威尔士有更多地区的房价出现上涨，上涨区域的广泛程度为过去10年内所罕见。

英国4月未季调房价指数涨幅持平于3月，房价已是连续6个月提升。具体数据显示，4月房价指数年率上升6.0%，前值上升5.7%。

4月房价指数月率上升0.6%，前值为上升0.6%。

数据并显示，4月份英格兰和威尔士房价4月上涨0.6%。

该机构调查显示，伦敦以外有48%的地区房价上涨，比例为2004年6月以来最高，且为一年前的3倍。

期待Unisem，在英国的厂房卖个好价，抵消2013Q4 Goodwill 的 wirte off 亏损，接下来对盈利贡献。

Posted by cyphua > 2014-07-03 19:00 | Report Abuse

南洋2014年6月13日：询及怎样处置威尔士厂房时，谢圣德称，公司已经把机器转售，目前正在为该地皮寻求买家。
他说：“该地皮尚未估值，但我们已经和几个产业经纪洽谈有关转售地皮事宜，预计下半年能够成事。”
至于现有厂房运作，公司希望把厂房使用率从60%，增至85%以上后，才探讨扩充计划。

需要时间查这地皮Unisem的Asset 值是多少？他妈的，卖设备搞到2014Q亏一大堆。

Posted by cyphua > 2014-07-03 19:02 | Report Abuse

友尼森（马）有限公司（UNISEM，5005，科技组）将积极多元化至新科技，如医疗设备、汽车领域、电力管理、智能手机和消费产品。

集团董事经理谢圣德表示，随着笔记型电脑和个人电脑需求于最近数年萎缩，多元化已成为半导体工业的趋势。

他在出席公司常年大会后透露：“我们不只多元化地缘，同时也多元化市场领域，行业的方向将会有所改变。”

他说，涉及医疗设备的科技正在开发当中。

谢圣德称：“医疗应用的所有设备都与众不同，因此，我们需要为每个客户客制化。”

“晶片的需求将比过去数年更高，因为我们将配合需求利用。”

友尼森已经连续2个季度蒙亏。其截至2013年3月31日止首个财季的净亏损企于974万令吉，而2012财政年末季净亏损则达1950万令吉。

不过，谢圣德表示，美国经济有走强的迹象，惟中国则将会稍微放缓。

“虽然业务将重度依赖客户需求，但下半年将会大幅改善。”

谢圣德说，半导体工业已经进入友尼森开始经营以来的最长放缓期，延续了6至8个季度，比较正常放缓期仅3至4季。

针对公司的前景，他称：“我们希望很快转盈。它看来最坏时刻已经过去。”

他补充，去年，友尼森撤出一些拥有非常低利润的传统产品。这些传统产品已不再活跃发展，但却仍未完全退役。

“尽管在衰退期，我们已经投资在新科技，这将让我们在复苏时抢得商机。”

该出口导向公司以低于其设备最佳产能的水平操作。“我们拥有足够产能以应对增长。”

谢圣德表示，友尼森计划今年拨出7000万令吉资本开销，相等于去年数额的一半。他续称，这个金额将注入新科技、包装和服务组合。

“我们不再对旧科技作出投资。”

（来源：光华日报2013-06-02 – 财经）

Posted by lulilan1 > 2014-07-03 20:10 | Report Abuse

i no know what they talking in hwa yi..can somebody enlighten me

Posted by BBB79 > 2014-07-04 12:08 | Report Abuse

today they keep collect at 1.53...

Posted by BBB79 > 2014-07-04 15:56 | Report Abuse

super roadblock at 1.55...

Posted by BBB79 > 2014-07-04 16:12 | Report Abuse

now they collect at 1.54...

Posted by lulilan1 > 2014-07-04 16:28 | Report Abuse

who is selling when they are collecting..no short term players..this type of shares most strong holders..so how?

Posted by BBB79 > 2014-07-04 18:09 | Report Abuse

Everyday also break new high, sure is someone treat that is new high and consider risky then jump out the boat. But to me, atleast must wait until end of this month, quarter report out then only decide...

Posted by mm310 > 2014-07-06 21:13 | Report Abuse

its direction seems towards rm2.

Posted by BBB79 > 2014-07-06 21:18 | Report Abuse

mm310, so you still decided on warrant?

Posted by BBB79 > 2014-07-07 10:29 | Report Abuse

start engine...

Posted by vincentming > 2014-07-07 10:37 | Report Abuse

BBB79 谢谢你.不知在什么價位賣比較好？

Posted by BBB79 > 2014-07-07 10:53 | Report Abuse

vincentming， 母股不用擔心，再等多一個星期看看。從他的走法來看，沒有砍人，公司應該是想推高到2.18以上.醬子的話，就不會被股東罵了。這只是我的猜測。我買孩子，比較擔心一點。

Posted by cyphua > 2014-07-07 11:03 | Report Abuse

I sell 25K units already at RM1.45, short of money.

Posted by cyphua > 2014-07-07 11:03 | Report Abuse

RM1.62

Posted by BBB79 > 2014-07-07 11:05 | Report Abuse

cyphua, got earn enough la, short of money, what to do...

Posted by cyphua > 2014-07-07 11:07 | Report Abuse

still have a lot

Posted by cyphua > 2014-07-07 11:09 | Report Abuse

borrow a lot of money in, big betting.

Posted by BBB79 > 2014-07-07 11:22 | Report Abuse

cyphua, risky la, extra money can play...

Posted by vincentming > 2014-07-07 11:33 | Report Abuse

以圖表技術来看，1st 阻力是 RM 1.65--2ST 阻力是 RM 2.15。你说对吗BBB79。不过到目前还没有超買，对不对？

Posted by lulilan1 > 2014-07-07 11:55 | Report Abuse

can go borrow from ah long and punt..10 percent and ah long 3 per cent in a week or two at most
go go go

Posted by BBB79 > 2014-07-07 12:03 | Report Abuse

1.66, 2.13 差不多

Posted by johnny cash > 2014-07-07 13:50 |

Post removed.Why?

Posted by lulilan1 > 2014-07-07 14:55 | Report Abuse

for your info unisem has little or nothing to do with malaysia,s export growth rate.china is where all the action is..so dont factor in whatever is happening in malaysia other then the severe swing in exchange rates

Posted by cyphua > 2014-07-07 16:05 | Report Abuse

根据2014年报，Unisem 在英国（Parkway, Pen-Y-Fan Industrial Estate,Croespenmaen, Crumlin, Gwent, South Wales）有一间厂房及一块土地。资产价格如下
9.915 hectare（99,150 sq.m）土地，值RM5,337,000/=，
130,000 sq ft厂房，值RM3,469,000，
如果土地价格不低于RM54 per sq. m，及厂房价格不低于RM27 per sq. ft，当他卖出这些资产后将会给公司带来贡献。

Posted by cyphua > 2014-07-07 16:05 | Report Abuse

上网查，厂房在英国一年的租金约每年每方尺RM20/=（英镑3.50），按照Unisem厂房面积为130,000 sq ft，租金收入每年应为RM2,600,000，所以我看好，售卖厂房价格不会低于RM27/=；

土地方面，9.915 hectare为99,150 sq.m，大约990,150 sq. ft，也就是23 ekar；
9.915 hectare（99,150 sq.m）土地，值RM5,337,000/=，1 ekar 也就RM230,000/=，这个价格我就不清楚值不值得了；怕是有其他如每年土地税啦，市政府保养啦等，要支出。

Posted by cyphua > 2014-07-07 16:06 | Report Abuse

除了云顶，这是我分析最多的股票。

Posted by cyphua > 2014-07-07 16:30 | Report Abuse

Land and factory seem not sell off yet;
http://www.lsh.co.uk/commercial-properties/freehold-leasehold/general-industrial/unisem-premises-caerphilly-np11-3xt-4669

Posted by zhihao87 > 2014-07-07 16:56 | Report Abuse

你们还真多研究。。。。下半年是科技股的天下。。希望可以赶上这一次涨潮~

Posted by lulilan1 > 2014-07-07 20:03 | Report Abuse

what is the chinaman talk..i dont understand,,maybe we should turn this into an apek cina blog
our malay readers are bewildered?

Posted by Johnnys > 2014-07-07 20:25 | Report Abuse

use google translator. anywhere buy and keep, wait it above RM1.8-2 this year. and Above RM 2.5 next year.

Posted by lulilan1 > 2014-07-07 21:19 | Report Abuse

thanks johny..i share your view...but i think by sept shoud reach rm 2 easily

Posted by kkllssee88 > 2014-07-07 22:15 | Report Abuse

Lulilan1, no need to wait until Sept, when 2Q result announce in Aug 2014, you will feel the heat.

Posted by lulilan1 > 2014-07-07 23:55 | Report Abuse

an analyst worth his salt can prophetsize what the $$$$figures for the 2nd qtr of 2014 will be and what the directors will say about future earnings.based on the extremely bullish world wide tech environment.
In the 2000tech bull run PEs can run into 100s and NTA 20 to 30 times.
If you are talking about 2015forward earnings and if the current bullish tech trends continue..price to book the usual valuation of 2 times would be fair.
and remember very few analyst are worth their salt and most who do are enjoying life..and dont waste time reading analyst reports..
prophetsize reading thru all the years of annual reports.
KKLLSSEE88 I give you 14 working days from tomorrow thats where the action is.12percent profit for 14 days inclusive of brokerage and holding costs.

Posted by BBB79 > 2014-07-08 10:17 | Report Abuse

gear number 2...

Posted by Johnnys > 2014-07-08 10:52 | Report Abuse

Global Semiconductor Sales Increase Across All Regions in May

Americas show strongest year-over-year growth; global sales remain well ahead of 2013 pace

Published Monday, July 7, 2014 8:00 am

by Dan Rosso


WASHINGTON—July 7, 2014—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors reached $26.86 billion for the month of May 2014, 8.8 percent higher than the May 2013 total of $24.69 billion and 2.0 percent more than last month’s total of $26.34 billion. Sales in the Americas increased 10.6 percent year-over-year in May, marking the region’s twelfth consecutive month of double-digit growth. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.

“The global semiconductor market posted healthy growth throughout all regions in May, led by continued strength in the Americas,” said Brian Toohey, president and CEO, Semiconductor Industry Association. “Year-over-year sales increased across nearly all semiconductor product categories, with DRAM and analog products leading the way. Overall, the global market has posted growth each month for over a year, and sales are expected to increase for the foreseeable future.”

Year-over-year and month-over-month sales increased across all regions for the first time since August 2010. Sequential monthly sales were up 2.1 percent in Asia Pacific, 2.1 percent in Europe, 1.8 percent in the Americas, and 1.6 percent in Japan. Compared to May 2013, sales increased in the Americas (10.6 percent), Europe (10.1 percent), Asia Pacific (8.6 percent), and Japan (5.3 percent). Japan posted three straight months of year-to-year growth for the first time in nearly two years.

To find out how to purchase the WSTS Subscription Package, which includes comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, please visit http://www.semiconductors.org/industry_statistics/wsts_subscription_package/.