Posted by USApg > 2018-04-25 15:06 | Report Abuse

https://www.youtube.com/watch?v=AnhdO_ih2nE

Posted by huat stock > 2018-04-25 15:06 | Report Abuse

limit down today?

Posted by Dartmaster > 2018-04-25 15:10 | Report Abuse

still overvalue given the earnings should be priced less than rm1.5

Posted by Alex™ > 2018-04-25 15:15 | Report Abuse

FIREEEEEEEEEEEEEEEEEEEEEEEEEEEEE

Posted by Alex™ > 2018-04-25 15:18 | Report Abuse

all in~

Posted by carilembu > 2018-04-25 15:26 | Report Abuse

WHO DARE WINS!

Posted by carilembu > 2018-04-25 15:42 | Report Abuse

lower and lower and lower

Posted by bjgdila123 > 2018-04-25 15:43 | Report Abuse

1.00 coming

Posted by loonginv > 2018-04-25 16:29 | Report Abuse

come come, I waiting durian drop

Posted by kenlee > 2018-04-25 16:30 | Report Abuse

should worth 0.8 only

Posted by Hamsterdam > 2018-04-25 16:35 | Report Abuse

Drop laaaa haha

Posted by USApg > 2018-04-25 16:54 | Report Abuse

better avoid it. iphone x poor demand!

Posted by Kays > 2018-04-25 17:58 | Report Abuse

I'm gonna wait for 1.5-1.6

Posted by pang72 > 2018-04-25 18:44 | Report Abuse

No eye see

Posted by loonginv > 2018-04-25 18:56 | Report Abuse

wait, wait a little bit more wind then durian will fall

Posted by kenlee > 2018-04-25 19:28 | Report Abuse

Will back to 2.0 on next rebound

Posted by Jeffreyteck > 2018-04-25 19:32 | Report Abuse

Bursa is only good in generating its own income but poor in investors protection. Allowing short selling will see its income to increase.

Posted by Fabien Extraordinaire > 2018-04-25 19:58 | Report Abuse

Kenanga giving a sell call with TP of 1.55.

Still waiting for CIMB.

Posted by USApg > 2018-04-25 20:41 | Report Abuse

http://www.chinapress.com.my/20180425/蘋果打噴嚏，多國科技業進寒冬？/

Posted by CentnSenses > 2018-04-25 21:49 | Report Abuse

Its fundamental still sound, not sign of big weakening. Very good opportunity to rebuild position below 2.00.

Posted by tecpower > 2018-04-25 21:52 | Report Abuse

I feel the management is not very good. Unisem is impacted most by strong ringgit among Malaysian semiconductor stocks.

Posted by Tonylim8805 > 2018-04-25 22:08 | Report Abuse

Lucky that I sold at 4

Posted by Tonylim8805 > 2018-04-25 22:09 | Report Abuse

When I still sad and regret when it shoot up to peak at 4.25

Posted by Tonylim8805 > 2018-04-25 22:10 | Report Abuse

But now feeling good as buying at only 1.48 during my birthday back Nov 2015

Posted by Tonylim8805 > 2018-04-25 22:12 | Report Abuse

Will buy back if panic selling to 1.48 like before

Posted by CentnSenses > 2018-04-25 22:50 | Report Abuse

Insider SC Low had been very good at timing this stock. Follows him should be quite safe. Today he is buying. But just a little 100k shares. hehe.

Posted by Why_ > 2018-04-26 03:09 | Report Abuse

so many ctrs below RM 1 why chase high? Unisem is not monopoly biz.

Posted by Why_ > 2018-04-26 03:25 | Report Abuse

John Chia bought abv RM 2 so cannot drop?

Posted by CentnSenses > Apr 25, 2018 10:50 PM | Report Abuse
Insider SC Low had been very good at timing this stock. Follows him should be quite safe. Today he is buying. But just a little 100k shares. hehe.

Posted by mahorse > 2018-04-26 09:30 | Report Abuse

When must short sellers cover their positions?

Posted by rr88 > 2018-04-26 10:58 | Report Abuse

Dont play2 arr. Could easily drop 40 sen again next few days.

Posted by James Ng > 2018-04-26 13:42 | Report Abuse

https://klse.i3investor.com/blogs/general/155073.jsp
[转贴] [UNISEM (M) BHD，受令吉升值影响] - James的股票投资James Share Investing

Posted by pang72 > 2018-04-26 13:49 | Report Abuse

Why you so TP so high?
20sen la...

Posted by Aero1 > 2018-04-26 16:32 | Report Abuse

Set to go down further ..

Posted by Aero1 > 2018-04-26 16:33 | Report Abuse

Still too rich the valuation cannot sustain ..

Posted by Aero1 > 2018-04-26 16:34 | Report Abuse

Will only take a look if it drops below 1.50 ..

Posted by Aero1 > 2018-04-26 16:35 | Report Abuse

Forget about the dividend ... folks

Posted by RedEagle > 2018-04-26 21:37 | Report Abuse

Hsi C1x c3b c3d h2z h4a

Posted by CentnSenses > 2018-04-27 01:07 | Report Abuse

Mr Yen Woon@SC Low is trading using 3 separate trading accounts? Selling from SG a/c, and buying from MY a/c! Seem likes millionaires are putting money in SG, now want to bring back money.

Posted by CentnSenses > 2018-04-27 01:28 | Report Abuse

Mr John Chia, is the most steady one, keep on buying, all year long, every years! Keep on averaging down. Although he did sold once @4.00, nearly at the peak, for 6mil cash. But he already add more within these 2 years.

Share price can go up, or down, or go further down. It follows people emotion, or the so call market sentiment.

But insider is buying. That means one thing, he has confident in the company to do well going forward. I think that's is a good message for long term investment!

Posted by CentnSenses > 2018-04-27 01:43 | Report Abuse

Timing the bottom is very difficult! Even professionals get it wrong most of the time.

If discards the forex loss (likely carry on for 2 more qtrs which is only short term), the company is still performing quite well. And it's already dropping 55% from the peak. Market is over-reacting now! So, I think current price is a good buy.

If it go further down, sure good opportunity to average down.

Posted by CentnSenses > 2018-04-27 02:31 | Report Abuse

If you take out the forex loss (9.9m) and normalized the capex (~30m per qtr),
the net profit = 6m + 9.9m + 15m = 30.9m (9.6% NP margin) = ~4c eps
which is still quite good.

In general, more capex means more business ahead.

Posted by CentnSenses > 2018-04-27 02:35 | Report Abuse

And once Battam's plant breaks even in 2H18, the valuation will be even better!

Posted by Lcy98 > 2018-04-27 07:08 | Report Abuse

Time to get rid of Alexander Chia. Hopeless poser who is supposed to be managing the operations of the business

Posted by Alex™ > 2018-04-27 09:48 | Report Abuse

fire incoming~

Posted by Fabien Extraordinaire > 2018-04-27 10:00 | Report Abuse

But Unisem earnings is in a downtrend. Dropping for 6 quarters consecutively. Any thoughts?

Posted by Fabien Extraordinaire > 2018-04-27 10:03 | Report Abuse

EPS

Q4 2016 = 7
Q1 2017 = 6.12
Q2 2017 = 5.74
Q3 2017 = 5.51
Q4 2017 = 4.26
Q1 2018 = 0.82

Numbers dont lie. How to agree with management optimism?

Posted by newbie8080 > 2018-04-27 10:06 | Report Abuse

Most semicon are in correction mode right now...seems to continue for some time

Posted by CentnSenses > 2018-04-27 11:29 | Report Abuse

That's not apple to apple comparison. It's rather complicated. I believe forex has a part in the costs as well, which is not reflected in forex loss, e.g. material costs are higher (i.e. copper/gold increased by +20%/+9%).

If you use revenue in USD (assuming you applies the right ex-rates), I think that will give a better picture of the overall business performance. Management did hint that, in USD terms, YoY +1%, QoQ -5%.

USD/MRY: 1Q18 3.92, 4Q17 4.16, 1Q17 4.45

Posted by Aero1 > 2018-04-27 14:43 | Report Abuse

It is not only FX, the end market for semicon is not good. Volumn down and cost pressure intensified.

Posted by Aero1 > 2018-04-27 14:43 | Report Abuse

Valuation still too rich!