V.S INDUSTRY BHD

KLSE (MYR): VS (6963)

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Last Price

1.04

Today's Change

-0.02 (1.89%)

Day's Change

1.01 - 1.06

Trading Volume

7,967,000


32 people like this.

31,459 comment(s). Last comment by NatsukoMishima 2 days ago

156563

1,475 posts

Posted by 156563 > 2021-12-22 00:00 | Report Abuse

明天L d了

wakarimas

1,043 posts

Posted by wakarimas > 2021-12-22 00:41 | Report Abuse

gg sure limit down

Money168

245 posts

Posted by Money168 > 2021-12-22 01:30 | Report Abuse

bye bye le.

jasonor

1,004 posts

Posted by jasonor > 2021-12-22 03:06 | Report Abuse

when ppl keep put very negative comment, i will come see see. just do the opposite of what ppl wrote and u will earn.

ivanlau

1,390 posts

Posted by ivanlau > 2021-12-22 07:49 | Report Abuse

If based on forward eps 5 x 18 pe, the fair value till March 2022 only rm 0.90, today closing 1.28, think about that........

LossAversion

1,728 posts

Posted by LossAversion > 2021-12-22 07:53 | Report Abuse

@ivanlau, do you think analysts in Aminvest and HLG are fools that simply put their TPs based on nothing, and to have their professionalism put on the guillotine???

kentrade888

1,572 posts

Posted by kentrade888 > 2021-12-22 08:53 | Report Abuse

Victory合约取消 威铖营收恐降10亿
Nanyang Tue, Dec 21, 2021 11:19pm - 9 hours


(吉隆坡21日讯)分析员表示,威铖(VS,6963 ,主板工业股)被客户Victory取消制造和供应无绳静电喷雾器合约,因此,预计2022至2024财年的营收预测,将下调8亿至10亿令吉。

大马投行研究周一发布研究报告指出,虽然Victory订单被取消可谓出乎意料,但威铖管理层指原先为Victory保留的产能,现计划将用于主要客户(化名X)的新订单。

“新订单的生产定于2022财年第三季开始,预计将在6个月内全面投入。”

此外,威铖预计另一名主要客户(化名Y)将在2022财年第三季增加订单,并可为本财年贡献总值4亿令吉。

“总而言之,威铖已分配好产能,客户Y的销售额可高达15亿令吉。”

另外,分析员指该公司已为2022财年拨出1亿5000万令吉资本开销。

另一方面,威铖指出,冠病疫情和地缘政治的不确定性,为工业电子产品电子制造服务(EMS)行业带来挑战。

“全球供应链的中断导致交付周期延长,以及零件短缺导致原料成本走高。”

“尽管如此,威铖通过维持较高的成品库存缓冲,并与原料供应商保持密切联系,部分缓解了风险。”

威铖业绩预测 21/12/21
维持买入评级

另外,分析员指由于劳力短缺,威铖现有订单的生产继续满负荷运行。

“然而,随着国境限制的逐步放宽,威铖估计能够承接更多订单。”

“在劳工方面,自去年以来禁止引进外国劳工后,威铖正加紧雇用更多的本地人。威铖的目标是在现有9000名员工的基础上,再增加3000名员工。”

另外,大马投行仍然正面看待威铖前景,主要是该公司作为垂直整合的业者,有能力提供EMS解决方案、可受惠于中美贸易战转移带来的商机以及客户多元化,以及海外运营的改善,包括印尼业务销量走高,以及中国业务的成本合理化举措。

整体考量后,分析员维持威铖“买入”评级,和1.61令吉目标价。

明年首季审计劳动情况

威铖表示,在与人权专家安迪霍尔对谈后,将在明年3月前委托独立的第三方进行社会合规审计,并会透明地分享调查结果予安迪霍尔。

该集团周一发文指出,双方已共同商定了一项行动计划和时间表,以解决在过程中所发现的外劳问题。

另外,该集团表示会立即安排工人入住在符合标准的宿舍。

威铖也在文告指出,将继续致力于零招聘费政策,所有与招聘外劳相关的费用和成本均由威铖承担。

“本集团将加紧努力,核实是否存在有员工必须向外部方支付招聘费或相关费用的情况。”

该集团表示,如果存在此类情况,会立即采取补救措施补偿员工。

Hotstuff

3,291 posts

Posted by Hotstuff > 2021-12-22 10:56 | Report Abuse

those who said LD you know nothing about stock market. my advice to you please focus on your job, you don belong here, you just a dump as s who know nothing but LU & LD. you know who you are.

Apple2353

2,014 posts

Posted by Apple2353 > 2021-12-22 11:04 | Report Abuse

spot on Hotstuff.. i like your comment...

Posted by successor26 > 2021-12-22 11:07 | Report Abuse

OPEN EMAIL SENT TO ANDY HALL

Dear Mr Hall,

In regards to your quote in an article by news portal www.freemalaysiatoday.com dated 19th December 2021 Stress on housing in new MoU over intake of Bangladeshi workers.

I’m with an NGO based in Malaysia where our main concern is the welfare of foreign workers here. I have been following your articles pertaining to the foreign workers here in Malaysia. I’m surprised you raised concerns as soon as Malaysian government singed the MoU with Bangladesh.

Malaysia has not received any workers yet from this MoU yet you started accusing the recruitment agents of possible mistreatment of workers.When both countries have detailed discussion done prior to signing the MOU for the well being and welfare for the migrant workers.

How could you as an activist for migrant workers quote this MoU will create ‘systematic debt bondage and forced labour of Bangladeshi workers’? Are you concerned just for the workers from Bangladesh or you are worried Nepal worker would no longer be part of Malaysian labor force at the moment for new recruitment? It seems you have foreseen the workers from Bangladesh will be mistreated, when a robust and comprehensive MoU have been signed where the main concern is the welfare of these migrant workers.

It no longer seems to me that you are concerned about these workers and all your articles to date have an hidden agenda which benefits you indirectly. Are you worried Malaysia no longer requires Nepal workers and your source of income from Nepal recruitment agents will dry up? I’m told by a reputable source from Nepal you have been working together with manpower agents to promote their workers where both you and the agents concerned gain financial benefits. And the workers are the victims at the end of the day.

Posted by successor26 > 2021-12-22 11:07 | Report Abuse

You have been writing articles about how the workers has to pay bondage money to work abroad wherein the real culprits are the Nepali agents who charge high recruitment fees in Nepal and you who benefit from them. Foreign workers agents has been collecting the bondage fee in their own country and the employers in Malaysia do not benefit from the collected fee. Yet you have been tarnishing and victimizing the Malaysian employers who have been giving job security to these migrant workers to pay the bondage fee.

You have been promoting yourself as migrant workers activist but in truth you are just benefiting financially from the poor and desperate workers who just want to earn a living overseas to improve their living conditions back home. Your modus operandi is finally clear to us. You encourage the agents to earn money back home and give you a kick back. Once the workers are overseas you target the employers to pay these worker back the fees which was collected by the agents. In the end you come out like a knight in shining armor protecting these workers where in actual fact you been reaping profits from these poor souls systematically in the country of origin.

Posted by successor26 > 2021-12-22 11:08 | Report Abuse

You are the reason this MoU was signed to bring in workers from Bangladesh.
Because of your greed and selfishness Malaysia has appointed another country to provide security guards for Malaysian firms for the first time. Ex army and police Nepali ‘s had lost their source of income due to you and you only.

It is only fair you come out clean and stop misleading these poor migrants. These people live hand to mouth back in Nepal but by working in oversea they were able to provide a home, food, clothes and improve their general living condition. The blood is in your hand Mr Hall. You are the sole reason these migrant workers are going to suffer. I will do everything in my capacity to expose the truth about you. This will be the last time you will take advantage of these poor people. You are a TRAITOR to these poor people Mr Hall!

Markv572421

3,380 posts

Posted by Markv572421 > 2021-12-22 14:42 |

Post removed.Why?

satt1984

119 posts

Posted by satt1984 > 2021-12-22 14:49 | Report Abuse

salute mr successor i think nepalist is one of the best foreign worker in the world. I really appreciate their working attitude.

amateurJR

2,366 posts

Posted by amateurJR > 2021-12-22 15:13 | Report Abuse

All glove and semiconductor companies shud team up and sue back this Andy Hall!

Posted by Lamshuntee > 2021-12-22 17:23 | Report Abuse

Anyone can share the cgs Cimb analyst report on VS ? The one with TP 1.94 after investor briefing

simonc

111 posts

Posted by simonc > 2021-12-22 18:52 | Report Abuse

https://resmail.cgs-cimb.com/e/763223/e2-70a0-4252-a7fa-7eec07879ed4/r1by8v/586966139?h=R_PlSPD_rQkVSUa83CxIB9_loz2Y7Ji2biB193VNUlk

ADD, tp:MYR1.94 ) - Robust order flows despite transient hiccups - 20/12
We came away from VSI’s recent analyst briefing more positive on its prospects, buoyed by a strong order flow outlook from key customers. VSI has secured new models from its existing key customer and is still on track to ramp up production for newer customers. Reiterate Add with a higher TP of RM1.94 (19x CY23F P/E).

blackchicken

1,220 posts

Posted by blackchicken > 2021-12-23 09:04 | Report Abuse

Nasdaq was up 1.18% yesterday.

SMInvest

376 posts

Posted by SMInvest > 2021-12-24 08:48 | Report Abuse

威铖试叩RM1.42/敏源

Author: Tan KW | Publish date: Fri, 24 Dec 2021, 7:26 AM

富时隆综指于周四午盘越战越勇,闭市时以1516.42点报收, 按日涨16.10点或1.07%。

它的整日交投波幅介于16.61(1499.81至1516.42)点间。

30只综指成分股项于12月23日间展现着一段技术反弹走势中。上升股项为449只,而下跌为351只。

威铖(VS,6963,主板工业股)于12月23日闭市时反弹了。

它于闭市时收1.32令吉,按日涨6仙或4.76%。

威铖的30分钟图表走势于12月23日间的交投走势突破它的顶头阻力线(B1:B2)。它的30分钟平滑异同移动均线指标 (MACD) 于12月23日间的交投走势处于一个调整的格局中。

它处于“0”支撑线上波动,威铖的后市的交投走势,或会出现一段短线回试它的下限支撑线的支撑(B1:B2)。

威铖的日线图表走势于回试后,或会显现一段反弹走势,它或会挑战上升目标值于1.33至1.42令吉的阻力关口

SMInvest

376 posts

Posted by SMInvest > 2021-12-24 08:48 | Report Abuse

威铖试叩RM1.42/敏源

Author: Tan KW | Publish date: Fri, 24 Dec 2021, 7:26 AM

富时隆综指于周四午盘越战越勇,闭市时以1516.42点报收, 按日涨16.10点或1.07%。

它的整日交投波幅介于16.61(1499.81至1516.42)点间。

30只综指成分股项于12月23日间展现着一段技术反弹走势中。上升股项为449只,而下跌为351只。

威铖(VS,6963,主板工业股)于12月23日闭市时反弹了。

它于闭市时收1.32令吉,按日涨6仙或4.76%。

威铖的30分钟图表走势于12月23日间的交投走势突破它的顶头阻力线(B1:B2)。它的30分钟平滑异同移动均线指标 (MACD) 于12月23日间的交投走势处于一个调整的格局中。

它处于“0”支撑线上波动,威铖的后市的交投走势,或会出现一段短线回试它的下限支撑线的支撑(B1:B2)。

威铖的日线图表走势于回试后,或会显现一段反弹走势,它或会挑战上升目标值于1.33至1.42令吉的阻力关口

Posted by Putrajaya666 > 2021-12-24 10:10 | Report Abuse

敏源..................................................................oh cmon.............. the rubbish useless and most accurate curse mtfker

Legend

4,119 posts

Posted by Legend > 2021-12-28 17:02 | Report Abuse

Faced with heavy selling pressure, electronics manufacturing service (EMS) provider VS Industry Bhd’s share price tumbled 16.1% between Nov 29 and Dec 10, to below the RM1 level, to an intraday low of 99.5 sen on Dec 2.

The selldown followed on the heels of UK firm Dyson Ltd’s termination of its relationship with ATA IMS Bhd last month over alleged labour practices. VS Industry operates in the same sector as ATA IMS.

The Employees Provident Fund (EPF) ceased to be a substantial shareholder of VS Industry on Dec 2 following the disposal of 21.68 million shares or 0.57%, reducing its shareholding to 4.6%.

On Dec 6, VS Industry issued a joint statement with labour rights activist Andy Hall, stating that environmental, social and governance matters are being accorded priority and that it is committed to maintaining high standards of corporate governance.

VS Industry posted its higher-ever net profit of RM245.3 million for the financial year ended July 31, 2021, buoyed by a favourable product sales mix in Malaysia, stemming from a more diversified clientele, turnaround in performance in Indonesia as well as much narrower losses incurred in China.

maf1964

466 posts

Posted by maf1964 > 2021-12-28 21:31 | Report Abuse

To Successor26 and others...

my fren works in the secutity (Guard) industry .in the year before 2015
most nepali security guards were ex army, police or even current security guards working in India.
After that the guards who came in were mainly farmers who came with fake army certs.
imagine a guard claimimg to be ex army but hardly 24 years old.
the nepal embassy knew what was going on but closed a blind eye to it.
the Malaysian govt later dropped this ex army requirement as they knew of the cheating by nepal agents.
most of them dont know how to read ,write or salute with pot bellies and ulnderwight, some even cam with old TB issues, these was rejected if caught during FOMEMA screening

Nepalis with army experience would not come to malaysia for a RM2000/ month salary.( yes that how much they and even a Malaysian Pak guard earns nowadaya. So plse stop calling them jagas,
they rather go to countries like qatar in the middle east and hong kong
where they can demand more,

even as u are reading this the nepalis are demanding more salary for less work. only bu outsourcing from another country can we bring cost down and get real exarmy personnel.

maf1964

466 posts

Posted by maf1964 > 2021-12-30 22:54 | Report Abuse

this counter forum not lively. Onc eVSmoves up, a lot of conmen will also appear like mable. For mabel, VS means victoria secret. she buy this brand of panties at bundle shop

fishchu

64 posts

Posted by fishchu > 2022-01-03 11:47 | Report Abuse

revenue growth

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-03 13:40 | Report Abuse

Economic Focus - Manufacturing sector grew at quicker pace in December - http://www.theedgemarkets.com/article/manufacturing-sector-grew-quicker-pace-december

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-03 13:41 | Report Abuse

Gainers 316
Losers 263

newbie2y

584 posts

Posted by newbie2y > 2022-01-06 22:16 | Report Abuse

Anyone attending AGM tomorrow 1030am can pls share some info tmr...thanks.!

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-10 13:47 | Report Abuse

Malaysia’s manufacturing sales value grows 18.8% to RM142.4b in November 2021 https://www.theedgemarkets.com/article/malaysias-manufacturing-sales-value-grows-188-rm1424b-november-2021

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-10 13:53 | Report Abuse

He likes Inari Amertron Bhd and Greatech Technology Bhd for their unique value propositions and alpha growth, and VS Industry Bhd for its undemanding valuation versus superior growth profile.

https://www.theedgemarkets.com/article/uob-kay-hian-twin-supplydemand-shock-boon-tech-sector-riskreward-unappealing

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-11 19:05 | Report Abuse

11-Jan-2022 Insider DATIN LING SOK MOOI (a substantial shareholder) acquired 300,000 shares on 11-Jan-2022.
11-Jan-2022 Insider DATUK GAN SEM YAM (a substantial shareholder) acquired 300,000 shares on 11-Jan-2022.
11-Jan-2022 Insider DATUK GAN SEM YAM (a company director) acquired 300,000 shares at 1.273 on 11-Jan-2022.
11-Jan-2022 Insider DATO' CHANG LIK SEAN (a company director) acquired 200,000 shares at 1.280 on 11-Jan-2022.

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-12 18:53 | Report Abuse

Emerging Markets - Asian FX and stocks climb as Powell brings no surprises https://www.theedgemarkets.com/article/asian-fx-and-stocks-climb-powell-brings-no-surprises

nabita

39 posts

Posted by nabita > 2022-01-13 11:30 | Report Abuse

buy some

va

48 posts

Posted by va > 2022-01-13 19:27 | Report Abuse

Blackchicken bought at highest point ? Keep share old news for what ? Won’t up 1

AhJee

467 posts

Posted by AhJee > 2022-01-14 14:55 | Report Abuse

die la..... until cny

Stock Kingdom

1,005 posts

Posted by Stock Kingdom > 2022-01-14 15:54 | Report Abuse

Interesting price

kenthaw

1 posts

Posted by kenthaw > 2022-01-14 17:12 | Report Abuse

What happen actually?

blackchicken

1,220 posts

Posted by blackchicken > 2022-01-15 07:49 | Report Abuse

Jan-2022 Insider DATUK GAN SEM YAM (a substantial shareholder) acquired 400,000 shares on 14-Jan-2022.
14-Jan-2022 Insider DATIN LING SOK MOOI (a substantial shareholder) acquired 400,000 shares on 14-Jan-2022.
14-Jan-2022 Insider DATUK GAN SEM YAM (a company director) acquired 400,000 shares at 1.230 on 14-Jan-2022.
14-Jan-2022 Insider DATO' CHANG LIK SEAN (a company director) acquired 300,000 shares at 1.240 on 14-Jan-2022.

abcb

3,052 posts

Posted by abcb > 2022-01-17 16:00 | Report Abuse

Global tech stock sell-off an opportunity to buy
From Star Business news today

abcb

3,052 posts

Posted by abcb > 2022-01-17 16:12 | Report Abuse

The coming second quarterly report will be release from today onwards

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