Surewind said it well... other EMS players like SKP or ATA might be beneficiaries of the rest of 3 potential customers.. with that said VS is capturing 3 thematic advantages: 1) US-china trade war diversions, divestments of EMS capabilities out frm china to msia.. 2) VS's new customer Victory is covid related beneficiaries for its disinfectant sprayers.. high tech itself and many malls/offices using too.. 3) Stay-home or lockdown orders throughout the world has bring new demand and heavy usage for home appliances , in which VS strengths lies at...
VS Share Price: 2.48 / Revenue: RM 882 mil / Net Profit: RM 54 mil / Cash: 323 mil Pentamaster Share Price: 5.26 / Revenue: RM 103 mil / Net Profit: RM 17 mil / Cash: 96 mil Greatec Share Price: 7.43 / Revenue: RM 56 mil / Net Profit: RM 17 mil / Cash: 38 mil
Share Market is most realistic; Financial institutions are now very confident in this company business and it is vey likely to hit RM3.00 over next 3 months like Frontken as compared to last year 2019 where the company business performance was bad and the company was disliked by fund managers .
You are correct Pyh96 we should stay low and wait sharks to push further.. On the side note, following Goku88 comparison, with PE47 Penta = VS shud be RM 3.53, while PE69 Greatec = VS shud be RM 5.18 for forward earnings FY21-22... but i wud say PE40 wud be sufficiently bullish, bcoz their normal PE is ard 20 during normal times...
director selling is not a good signal, they think the price spike too high that why they selling no one will have know more that director know, now not only 1 director sell, is 4 director selling... monday i will selling keep moving with director dont against the trend VS spike from 60 sen to 2.50 within 6 month EMS is not technology, EMS have a low profit margin...
A home-grown company from Johor, VS is among the world’s top 50 EMS providers. With a market cap of approximately RM4.7 billion, the company has consistently recorded a yearly net profit of over RM100 million over the last five years. Notably, VS has a policy to pay out 40% of its net profit as dividend. Find out more info from the video!
GooShen WHO study mentioned remdesivir fail in covid19 death. How will global market react ? Be prepared for a huge dip in near future ! 16/10/2020 12:38 PM
calculate the intrinsic value la (it is not > RM2).. always talk about high potential in future, share price now already reflected. u have to enter at the right price even it is a good stock. over priced stocks cant stay at their overvalued for long. dont buy at high
16-Oct-2020 Insider DATUK BEH KIM LING (a substantial shareholder) disposed 5,829,300 shares on 16-Oct-2020. 16-Oct-2020 Insider DATUK BEH KIM LING (a substantial shareholder) disposed 1,250,000 shares on 15-Oct-2020. 16-Oct-2020 Insider KUMPULAN WANG PERSARAAN (a substantial shareholder) disposed 2,000,000 shares on 15-Oct-2020. 16-Oct-2020 Insider KUMPULAN WANG PERSARAAN (a substantial shareholder) disposed 90,000 shares on 15-Oct-2020. 16-Oct-2020 Insider MR NG YONG KANG (a company director) disposed 383,300 shares at 2.520 on 16-Oct-2020. 16-Oct-2020 Insider DATUK BEH KIM LING (a company director) disposed 5,829,300 shares at 2.509 on 16-Oct-2020. 16-Oct-2020 Insider DATUK BEH KIM LING (a company director) disposed 1,250,000 shares at 2.500 on 15-Oct-2020. 16-Oct-2020 Insider MR CHONG CHIN SIONG (a company director) disposed 500,000 shares at 2.450 on 15-Oct-2020. 16-Oct-2020 Insider DATO' GAN TIONG SIA (a company director) disposed 1,200,000 shares at 2.535 on 16-Oct-2020.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
icecool
5,045 posts
Posted by icecool > 2020-10-15 16:42 | Report Abuse
super stable