Posted by LiimInvest > 2020-10-12 09:57 | Report Abuse

企业故事/ 受惠贸易转移‧开泰逆市突围 - https://www.sinchew.com.my/content/content_2357795.html (Share from StockHunter)

Posted by LiimInvest > 2020-10-12 23:43 | Report Abuse

符致远：原本打算冻结新固定资本投资，但是客户订单继续增长，必须增加機器等设备投资7000多萬令吉。”
在疫情肆虐与起伏不定之中，从事电子制造服务（EMS）的开泰（ATAIMS,8176,主板工业产品服务组），不仅订单从疫情与行管后复苏过来，预期营收可在新财政年增长20%。

疫情爆发后就留在新加坡，无法回返柔佛总部的执行董事拿督斯里符致远受访时指出，厂房运作已恢复至行管前的效率。

也是集团执行主席的符致远接受《投资致富》访问时指出，中美贸易战期间很多跨国企业，有意将产品制造从中国转移到东南亚各国，以避免美国海关对中国制造产品的增税，这使得开泰庆幸受中美贸易战之惠益。

15%新客户从中国转移

他披露，迄今有15%新客户生意，是从中国转移过来的。

“行管期间的4月，原本打算冻结新固定资本投资，但是客户订单继续增长，必须增加机器等设备投资7000多万令吉。”

营收产能料增20%

紧随这项新投资后，符致远预期新财政年营收及产能，可增长20%。

他表示，这笔通过银行融资贷款投入的资本开销，促成营收按年增长20%，同步促成盈利增长。

虽然EMS竞争激烈，国内有多家EMS商竞争，符致远预期开泰的年净利润游走于4至5%之间。

截至2020年6月30日首季，开泰净利挫跌27.7%，至1775万7000令吉；营业额从8亿3610万9000令吉跌11%，至7亿4399万3000令吉。上财政年全年净利跌30.64%，至7833万6000万令吉，前期净赚1亿1294万1000令吉。

积极扩充多元化

询及如何开发多元客户（客户群与区域覆盖）以减低业务风险，符致远指出：“这一年以来，由于中美贸易战，开泰已开发了好几名欧美新客户。”

“基于各国边境还封锁，在寻找新客户挺有挑战性，只能通过线上导览（Virtual tour）、线上会议（Virtualconference）来介绍公司，以此方式与新客户沟通及发展新项目。”

他披露，开泰已开发了几名欧美新客户，而发展项目的产品与5G网络有关。

“开泰正在积极研究如何使公司更为多元化，通过合并或收购扩展公司业务，以减低公司风险。”

谈到如何为创造价值，是否有增加派息可能，符致远表示：“开泰会继续扩充，增购机器与扩大厂房增加产能，同步增加公司利润，以派发更多股息回馈股东。

“目前派息政策是35%盈利作为派息用途；若盈利更好，有可能派息35至45%。”

保留现金寻成长商机

符致远表示：“短至中期，我们会保留大笔现金。”

主要是基于以下几大原因：

●冠病造成很多不确定因素，需未雨绸缪；
●积极研究开发新客户，有新客户即有新需求，需预备现金扩展设备与工厂，并有笔流动资金以应对新客户合作需求；
●时时刻刻寻求正确商机，以让公司业务更呈多元化，并购其他公司是其中途径。

他强调：“以上策略是为了扩展公司业务，增加营业额及利润，也透过业务多元化降低业务风险。”

符致远透露，2021年5或6月左右，准备把PCBA电子组装公司注入开泰大家庭，预期这对开泰2022财政年业务有很大提振。

“若循环收入或营收的业务涌现契机，我们也会考虑这类型的投资。”

手握4.16亿现金

截至2020年6月30日首季，开泰集团现金增加至4亿1576万令吉，前季为3亿5963万令吉。

谈到有多少资金用作并购增长，符致远表示，这要看合并或收购需要多少资金，开泰也可从股票市场筹集资金或通过银行贷款。

至于是否有并购项目，他表示，目前正在研究一些收购。

谈到疫情与如何管理公司业务，他披露，从3月18日到现在，因为边境还是封锁，我都是在新加坡遥控。

“这当中的重要一点，我们有一群可靠与可信任的管理团队，得以继续为客户服务。”

Posted by nightfly > 2020-10-13 23:43 | Report Abuse

Watch this stock anytime will break above 2.0 ... told u before they will chase Skp... next mission chase VS 2.40 ... don’t miss this boat

Posted by tualp > 2020-10-14 12:08 | Report Abuse

Coming QR report RM60Million PAT.....target price RM2.40......

Posted by LiimInvest > 2020-10-15 23:24 | Report Abuse

Fly fly tp 2.40-2.50

Posted by nightfly > 2020-10-16 22:31 | Report Abuse

https://www.klsescreener.com/v2/news/view/740611/cover-story-where-are-malaysian-players-in-the-semiconductor-value-chain

Posted by ZoeZoe > 2020-10-16 23:40 | Report Abuse

good write up! waiting for the stock to break 2.00. But today's closing was not so strong! But bullish inverted hammer!

Posted by GorengHealthcare > 2020-10-19 09:31 | Report Abuse

enter both VS and ATAIMS. As well as Mi

Posted by Seeyounoup > 2020-10-19 10:57 | Report Abuse

buy

Posted by ZoeZoe > 2020-10-19 11:07 | Report Abuse

anyone buying SKPRESS?

Posted by Happy_lucky > 2020-10-19 15:07 | Report Abuse

Break new high price and volume . Tmr limit Up?

Posted by Seeyounoup > 2020-10-19 16:09 | Report Abuse

tmr another + 0.25

Posted by GorengHealthcare > 2020-10-19 16:12 | Report Abuse

wah shoot through the atap already. All time high!

Posted by tualp > 2020-10-19 16:36 | Report Abuse

Target price RM2.40. go go go Ata Ims Berhad.....

Posted by Happy_lucky > 2020-10-19 17:16 | Report Abuse

Q2 report will hit 60m but when release? It's end of Nov?

Posted by tualp > 2020-10-19 17:43 | Report Abuse

26 November....I think next month will hit 2.80 after announcement of QR of RM60Million PAT.

Posted by Skylight8 > 2020-10-19 19:17 | Report Abuse

wait it break 2.50 before QR out

Posted by nightfly > 2020-10-19 21:41 | Report Abuse

Market cap-
Ataim 2.7b - at 2.170
Skp 2.3b - at 1.85
VS 4.5B - at 2.420

If ataim this 2 week hit market cap 4b ... will be above 3.

Posted by LiimInvest > 2020-10-19 22:13 | Report Abuse

Tomorrow tp 2.30

Posted by nightfly > 2020-10-20 08:40 | Report Abuse

Good morning, Happy trading Everyone

Posted by GorengHealthcare > 2020-10-20 09:07 | Report Abuse

wah unstoppable momentum! Need to reload more when others take profits

Posted by Seeyounoup > 2020-10-20 09:11 | Report Abuse

good news. buy.

Posted by Seeyounoup > 2020-10-20 12:18 | Report Abuse

buy

Posted by MCDIDDY > 2020-10-20 12:25 | Report Abuse

Apa news

Posted by hockmenglai > 2020-10-20 13:52 | Report Abuse

Tech stocks rally not gonna stop anytime soon. Hoot!

Posted by Seeyounoup > 2020-10-20 14:48 | Report Abuse

buy . dont tmr gap up.

Posted by MCDIDDY > 2020-10-20 16:44 | Report Abuse

Wow drop d better buy in kekeke

Posted by weimun88 > 2020-10-22 16:12 | Report Abuse

@tualp kindly share more pls

Posted by Goku88 > 2020-10-22 17:49 | Report Abuse

Ya pls share, i just collected as well...

Posted by GorengHealthcare > 2020-10-22 21:55 | Report Abuse

need to drop more to collect sufficiently.

Posted by wisdom7333 > 2020-10-23 12:28 | Report Abuse

EMS day - ATA IMS notes
Strong visibility. Forecasts still strong for next three months. Capacity utilisation is 90%. Factory in Pasir Gudang is already fully utilised. Strongest demand is for floor care products, which ran out of stock in certain markets. New tenders are expected in December and after January. Will take about 2 months for whole process before a decision is announced.

Growing Cricut. Seeing more and more orders. Forecast now higher than RM600m, but will share numbers at a later date. ecobee also showing good traction, but not as big as Cricut. swift labs still a bit slow for the moment. Working with 4 to 5 potential new customers. Before end 2021, should see some of these fruition.

Open to new opportunities. Evaluating glove business but no concrete plans. Also looking at vertical integration into areas such as die cutting, metal and rubber parts.

Pbt margin target of 4-5%. Comfortable levels, but could rise upon PCBA injection. Plan to inject PCBA and battery pack business by June 2021. Haven't decided on mode of funding.

Results will be out next Wednesday. Briefing is on 4th Nov.

Posted by Seeyounoup > 2020-10-23 14:36 | Report Abuse

guys....this is another gem . please dont waste the chance.

Posted by GorengHealthcare > 2020-10-23 14:54 | Report Abuse

wow the momentum is strong. Unstoppable!

Posted by weimun88 > 2020-10-23 15:02 | Report Abuse

@tualp Dyson gonna take over ataims??

Posted by Seeyounoup > 2020-10-23 15:05 | Report Abuse

buy buy b uy

Posted by MCDIDDY > 2020-10-23 15:14 | Report Abuse

Other news coming perhaps? Kekeke

Posted by Goku88 > 2020-10-23 15:21 | Report Abuse

wow luckily got buy, shoot up until atap also kenot handle its momentum.. :D

Posted by MCDIDDY > 2020-10-23 15:23 | Report Abuse

Warrant volume top

Posted by dollardollarbill > 2020-10-23 15:24 | Report Abuse

Wonderful to see EMS stocks like ATA IMS gaining traction!

Take a look at KPS too, it is like an EMS stock trading at only 6-7x PE:
https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

Posted by Goku88 > 2020-10-23 15:25 | Report Abuse

This morning check check, took a lunch and drink 2 cups of coffee suddenly shoot up to atap already, good good... ATA go go!

Posted by Robinhud > 2020-10-23 15:42 | Report Abuse

Vs already fly
Now ATa
Next is SKP...

Same product & industry

Posted by weimun88 > 2020-10-23 15:45 | Report Abuse

Coming result going to be bombastic. Can't wait for the rewards!

Posted by Seeyounoup > 2020-10-23 16:36 | Report Abuse

sohai politics make share drop again

Posted by MCDIDDY > 2020-10-23 17:08 | Report Abuse

Sohai moodin

Posted by Seeyounoup > 2020-10-23 23:37 | Report Abuse

end up no announcement. those who sold just now sure regret.

Posted by stevecheah300 > 2020-10-23 23:45 | Report Abuse

Monday sure gap up

Posted by Dakewlest > 2020-10-24 01:27 | Report Abuse

Any good news? Thinking of buying.

Posted by Dakewlest > 2020-10-24 09:18 | Report Abuse

Is it confirmed the qr is out next week?

Posted by Seeyounoup > 2020-10-25 19:14 | Report Abuse

tomorrow fly.

Posted by soros228 > 2020-10-25 19:26 | Report Abuse

Huat