Posted by abangadik > 2017-03-11 14:36 | Report Abuse

rchigor is mr.market. If you want to know market sentiment and sector in play. Follow him, 10 out 11 times he is correct.

Be wary when he is in FA counter, means dynamite investing or nothing to eat that day..kekekeke

Posted by VenFx > 2017-03-11 14:41 | Report Abuse

Hahaha ,
rchi gor is master class in TA field,
hengtai bro should well credited as FA more on your selection .

Posted by rchi > 2017-03-11 14:43 | Report Abuse

:)

weiiii hengtai,u dun talk like this har...kikiki...afterwards sifu venfx laugh har.

Posted by rchi > 2017-03-11 14:45 | Report Abuse

just a tot,beware mkt correction next few weeks,opec ppl kacau n crude looking bad...you may collect cheaper after correction.

Posted by VenFx > 2017-03-11 14:52 | Report Abuse

rchi sifu, very true ... WTI now under pressur.
dont know how far will it effect KLSE .

Posted by abangadik > 2017-03-11 14:53 | Report Abuse

Thanks!!!! Ok rchikor, I also anticipate hehehe..Hence I say can think to recollect Tech stock lor...

Posted by rchi > 2017-03-11 14:56 | Report Abuse

i hv very strong feeling of correction for bursa as i monitor fkli too so be careful,when almost everyone make money we hv to be wary.

going out now,bye.

Posted by VenFx > 2017-03-11 14:57 | Report Abuse

FED sides, rate increase in March
expecting to have positive impact to EG profit.

Posted by 77huat77 > 2017-03-12 01:33 | Report Abuse

Debt so high and have to pay more interest if FED reserves interest hike

Posted by VenFx > 2017-03-12 01:56 | Report Abuse

Pls read their Currency sensitivity risk in their latest Annual report.
U will find out strong Usd will have positive impact ti EG.

Posted by 77huat77 > 2017-03-12 10:40 | Report Abuse

EG report 2015 vs 2016
Revenue increase but cost of sale also increase make profit increase 70 % good
Profit increase but expenses higher make the operating profit is the same with 2015 but expenses is for maunfaturing and operating. As a expanding company. This is acceptable.
Tax expense is higher. Alex kang had suggest our Minister to cut down the tax, which I think is impossible.
What make me worry is the net cash used in operating activities, it worsen from 3,557 to 33,142.

Posted by 77huat77 > 2017-03-12 11:59 | Report Abuse

Do take note also changes in interest rate will affect the cash flow

Posted by VenFx > 2017-03-12 19:31 | Report Abuse

@77huat77,

EG report 2015 vs 2016

1. Revenue increase but cost of sale also increase make profit increase 70 % good

ME : A BETTER FEEL OF THE CORE NET PROFIT REFLECTED ANNUALY ;
$11mil in 2015 (excluded financial sale) ;
$19mil in 2016 ;
$14.8mil only x 2qtr 2017 collected . (Double digit growth seen very promising in 2017) .


2. Profit increase but expenses higher make the operating profit is the same with 2015 but expenses is for maunfaturing and operating. As a expanding company. This is acceptable.

ME : A SPIKE OF COST OF MINIMUM WAGES POLICY HAS JACKED UP EXPENSES BY 7.0mil IN 2016 . EXPECTING THIS COULD BE OFF SETTING UPON EG REACH THEIR SCALE OF ECONOMY BY INCREASING PRODUCTION AND BETTER MARGIN FROM PRODUCTION MIX ORDERS.

3. Tax expense is higher. Alex kang had suggest our Minister to cut down the tax, which I think is impossible.

ME: NO COMMENT.

4. What make me worry is the net cash used in operating activities, it worsen from 3,557 to 33,142.

ME : THIS IS UNAVOIDABLE GIVEN TO EG'S DEBT CONSTRAIN CONDITION.
HOWEVER, THIS ISSUE SHOULD PARTLY ADDRESSED UPON THE RECENT R.I. FUND RAISING COMPLETED.
GIVEN THEIR NATURE OF BIZ AS 1 STOP EMS PROVIDER, THE LEAD TIME FROM DESIGN TO PROCESSING AND DELIVER ARE MUCH MORE TIME CONSUMING.
THUS, VERTICAL INTEGRATION COULD BE THE BETTER SOLUTION TO SKIP THE TIME LOST DURING THE PROCESSING FLOW .

Posted by Henry Chan > 2017-03-12 21:10 | Report Abuse

@ VenFx what's the best price range to buy in now?

Posted by 77huat77 > 2017-03-12 21:11 | Report Abuse

I don't know when EG will shine but I am confident and hope ALEX Kang will manage the financial things well. Interest rate is the key things to concern now. Annual report below currency snesitivity segment mentioned interest rate increase will affect profit if I am not misunderstood.
Alex kang had answer Vs as a competitor and Giant, while he admit EG is kindergarden, giant 1.71,
May I ask venfx sifu, how can a kindergarden beat a giant within this year.
Be conservative 1.2 I will be very happy , mind sharing how you get 1.67 as your tp ?

Posted by VenFx > 2017-03-12 21:59 | Report Abuse

$0.890 - 0.930 ,would be the ideal entry price.
Buy & Hold for 3 to 6 months .

Posted by Henry Chan > 2017-03-12 22:02 | Report Abuse

Thank you^^

Posted by VenFx > 2017-03-12 22:19 | Report Abuse

EG has proof to us, they manage to secure orders from multinational electronic players .

Meaning to say, they got their talents & strenght to get the job done.
EG has the overall picture in their master plan, they know what exactly to punch.

Juz like EG born to be an 1 Stop Solution EMS global specialist.

Posted by VenFx > 2017-03-12 23:27 | Report Abuse

VS (6963) 威城 - DYSON强势攻亚洲市场 VS，星光资源 和EG工业水涨船高吗？ 20/11/2016

2014-2015年期间，美元强劲，马币走弱，三间家电代工大厂的股价走势一支独秀，其中两家让不少散户乐开怀，股价升涨幅度出乎意料的好。

如今美元再次走强，这三间家电代工厂或再看俏，除了美元因素，英国家电大咖戴森（DYSON），更因为亚洲生意量大好，高科技产品会更上一层楼，这三家公司有机会获得更多代工合约，前景看好。

这三家公司是威铖集团（VS，6963）丶EG工业（EG，8907）及星光资源（SKPRES，7155），其中威铖集团和星光资源是很多散户都熟悉的公司，如今有机会重演2015年的好康吗？

根据大华继显星期五於网站上载的报告指出，戴森的革命性技术及持续的产品创新，将推动公司成长。

此外，该公司近期重大投资的计划分别有，以9000万美元（约3亿9150万令吉）收购生产全固体电池的Sakti3公司，以及研发电动车。

戴森今年推出让市场耳目一新的产品，如V8无线吸尘器及超音速吹风筒，空气净化风扇等产品。

相信这些产品将会是该公司未来数年成长的动力来源。这也是该公司推出100种新产品的计划的一部份。

戴森在2014年杪宣布，在随后4年，将投入15亿英镑的资本开销（CAPEX），以在2018年前推出100种新产品。

从上述的发展计划来看，戴森接下来的成长令人期待。

除了威铖集团丶EG工业以及星光资源，戴森也有另外几家生产基地在大马的代工，如Flextronics丶Meiban集团及ATA工业，相信都将获得更多的订单。

好了，戴森前景大好，上面所说的三家公司中，谁最有机会呢？看来是威铖集团。

公司主要为戴森供应印刷电路板及电池组，近期也刚获得后者颁发4亿令吉的吸尘机成品装配合约。

分析员认为，该公司股价目前被低估，加上短至中期内可能会有更多的新合约到手，将带动股价走高，所以给予该股「买进」投资评级，及RM1.70目标价。上周五闭市，该股报RM1.43令吉，起4仙或2.88%。

根据行业消息，由於EG工业之前为戴森生产吸尘机产品，奠定的良好记录，该公司将受委全权处理戴森吹风筒产品的印刷电路板组装相关工作。

分析员向EG工业了解到，戴森近期推出的吹风筒产品，市场反应比预期更好，以致该公司的7条新生产线均处於全面开工的状态，以应付已经拖延5至6个月的订单。
尽管EG工业近期盈利表现让人失望，但分析员仍看好该公司2017财政年上半年的表现将会复苏，因为这将是组合式沙箱产品装配订单的高峰季节，订单料重拾动力。

因此，分析员给予该股「买进」投资评级和RM1目标价。上周五闭市，该股跌0.5仙或0.59%，至84.5仙。

星光资源则是戴森近期推出的美容电器产品的独家装配商，同时也负责吸尘机产品的装配工作。

星光资源今年3月开始面对劳动力短缺的问题，并导致该公司在7月时，被逼终止价值4亿令吉的无线吸尘机装配合约。根据分析员的了解，这个难题目前已经逐步改善，并相信可在年杪全面解决。这表示，星光资源在2017年将可以提高产量，以符合戴森对吸尘机及美容产品更高的的销售预测。

虽然如此，分析员认为，星光资源近期股价的上涨空间有限，因为其估值已经不便宜，以当前价格计算的2017年预测本益比达11.9倍，接近分析员给予的12倍水平。

然而，若该公司争取到戴森的新产品合约则另当别论，届时分析员将提高其评级。

目前，分析员维持该股「守住」投资评级，及RM1.30目标价。

Posted by VenFx > 2017-03-12 23:31 | Report Abuse

I like Rooster EGgs for their better diversify clientel globally .

Posted by moneySIFU > 2017-03-12 23:35 | Report Abuse

VenFx bro, 谢谢分享！

Posted by Henry Chan > 2017-03-12 23:37 | Report Abuse

@VenFx may i know your avg price for this stock?

Posted by VenFx > 2017-03-12 23:40 | Report Abuse

MUST READ REPORT !!!

“一举”（EG）两得，整装待发：EG 工业 (EG)
http://klsecompany.blogspot.my/search/label/EG

Posted by probability > 2017-03-12 23:49 | Report Abuse

VenFx sifu...what is the conservative TP like for EG?

Posted by VenFx > 2017-03-12 23:53 | Report Abuse

My personal TP will be $1.67 ,
Let's promo EG till shoot across the sky again !!!

Posted by Henry Chan > 2017-03-12 23:57 | Report Abuse

@VenFx what's your avg price for daughter? what is the good price range to buy in now for daughter?

Posted by VenFx > 2017-03-12 23:58 | Report Abuse

Sifu probality, seeking for your next Alpha ?

Would elaborate furthur, next week. kind of tired alreadt.
G9 to all sifus.

Posted by Fly_universe > 2017-03-13 10:19 | Report Abuse

Actually on 7 March, EG has signed an agreement with a local human resource management company, Visual Solution. However, it is not known how much the contract worth.

Posted by 77huat77 > 2017-03-13 11:09 | Report Abuse

Seem like some one really want to press EG down

Posted by Mokhzani81 > 2017-03-13 11:46 | Report Abuse

It is not about someone. Stock is depending on the market. From the trend. We can know its not worth to buy eg now. It will never go up anymore. Unless u want wait for 1 or 2 year

Posted by BooHongKuat > 2017-03-13 12:51 | Report Abuse

this kind of stock is good for Buy & Hold for 3 to 6 months just like venFx suggested. but election is nearby. so then must wait and keep for 1-2years. since eg not related with government

Posted by 77huat77 > 2017-03-13 13:30 | Report Abuse

Gamuda government related is it rise or down. I will leave the answer to you

Posted by kent98 > 2017-03-13 15:19 | Report Abuse

I still see 0.895 is the support, I believe it will not be easily broken down, and I believe the uptrend is still intact, else who want to subscribe for the 0.95 RI? Just my 2 cents opinion.

Posted by VenFx > 2017-03-13 18:42 | Report Abuse

The world No. 1 showed class in his 13th outing when he destroyed 21-year-old Shi Yuqi of China 21-12, 21-10 in a 45-minute men’s singles final at the Barclaycard Arena in Birmingham yesterday.
Read more at http://www.thestar.com.my/sport/badminton/2017/03/13/four-and-counting-chong-wei-says-he-will-return-next-year-to-defend-title/#iyCt6xPFkvHyhr4b.99

CONGRATES AGAIN TO OUR HERO LCW.

Posted by henry0420 > 2017-03-13 21:49 | Report Abuse

watch out, 2nd rebound coming.

Posted by culbertlim > 2017-03-13 21:50 | Report Abuse

Funny

Posted by VenFx > 2017-03-13 22:02 | Report Abuse

No , I want to see This EGg keep stagnant at 0.900
Till may or june only spike up crazily :)

Posted by culbertlim > 2017-03-13 22:02 | Report Abuse

I hope it spike up to 1.10 cause my mother bought at 1.04 before I start invest so now rugi

Posted by henrytham77 > 2017-03-13 23:06 | Report Abuse

0.895 strong support, and see the TA, trying break 0.93 soon..

Posted by KuatKenChing > 2017-03-14 08:58 | Report Abuse

what funny.?? this stock is not for swing trader. if you buy eg and you mean just to wait for 2 week or 2 month.. then better you just go for other stock. don't come to eg anymore. this eg is for real trader who willing to wait for 3- 5 years. this time is good for shark to buy.. and wait 3years at least.

Posted by KuatKenChing > 2017-03-14 09:00 | Report Abuse

culbertlim if your mother cannot wait for 3 year. better ask your mother to Cut loss now... in business. nobody can guarantee your profit.

Posted by 77huat77 > 2017-03-14 10:17 | Report Abuse

very very disppaointed

Posted by Lukesharewalker > 2017-03-14 10:33 | Report Abuse

85 coming....

Posted by Lukesharewalker > 2017-03-14 10:36 | Report Abuse

Looking at it. Might not drive up. Maybe trap you into buying rights

Posted by KuatKenChing > 2017-03-14 11:47 | Report Abuse

Lukesharewalker .. being a share holder not just let you take profit only. when company want to expend. we must help them. eg. come all. buy eg. and buy the RI. Buy RI to help company grow. its ok

Posted by KuatKenChing > 2017-03-14 12:25 |

Post removed.Why?

Posted by KuatKenChing > 2017-03-14 12:27 | Report Abuse

buy eg mean need to help this company. spend your money and wait the top management make business.. waiting not mean u wait for 2month. it not consider waiting. I can ensure u if u just willing to wait 2month. you will be loss. eg will keep downtrend ... it will only rebound back 3year from now. just wait. eg... in eg we believe.

Posted by Weng San > 2017-03-14 15:14 | Report Abuse

big small river .

Posted by Alex Chan > 2017-03-14 15:51 | Report Abuse

Confusion reigns supreme

Posted by 77huat77 > 2017-03-14 21:20 | Report Abuse

去年，全球半导体销售创下3390亿美元（约1兆5074亿令吉）的新高记录。

世界半导体贸易统计（WSTS）将今年的销售预测增长，从3.3%上调至6.5%，达3610亿美元（约1兆6052亿令吉）。

2018年则再增长2.3%，达3690亿美元（约1兆6416亿令吉）。

今年而言，所有范围和产品都预计会增长，其中最大的涨幅料源自于感应器、半导体产品和记忆卡。1月的销售额按年涨12.7%。