Posted by dadada123 > 2018-02-23 20:22 | Report Abuse

Chinese version is here:
https://www.sp.edu.sg/wps/wcm/connect/lib-spws/site-spwebsite/media/sp+in+the+news/terence+tea%2C+leader+for+three+listed+companies%2C+made+successful+turnaround

Posted by VenFx > 2018-02-23 22:20 | Report Abuse

谢谢 investee 和 dadada123 的分享。

企业主人家 只需要 做 几个 重要的决定。
相信 可以信赖的专业与老练 的 团队 同样很重要。

Posted by SOPHIAS > 2018-02-26 09:02 | Report Abuse

The stock had technically breached the 14 day and 25 day moving average, showing a strong buy.

Posted by Tortoise > 2018-02-26 15:52 | Report Abuse

10 days green

Posted by Tortoise > 2018-02-26 15:52 | Report Abuse

Oh my love

Posted by kkteng70 > 2018-02-27 14:01 | Report Abuse

last two days only the result have to release . hope "Kang" won't hide too long.

Posted by leslieroycarter > 2018-02-27 15:28 | Report Abuse

Still undervalued ...

Posted by Vin Chuah > 2018-02-27 16:34 | Report Abuse

laosai

Posted by coldinvestor > 2018-02-27 18:58 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5704613

Posted by kkteng70 > 2018-02-27 19:02 | Report Abuse

laosai ? very bad ? or keep kanging us ?

Posted by Lukesharewalker > 2018-02-27 20:29 | Report Abuse

shit has hit the fan. the period is even before ringgit appreciation. Aloha

Posted by Burdoc > 2018-02-27 20:37 | Report Abuse

5 years plan for eg.

Posted by VenFx > 2018-02-27 21:10 | Report Abuse

2Q18 业绩没有看头
(预料中事， 有读1Q18 管理层透露了 semi components 的供应紧张) 只属平淡 ，但不至于 太坏 。

1。2017尾 认购股权 扣个 2mil
2。Rm 在 Sept - Dec 2018 vs Usd 升了 5%
(没有查看， 影响微)
3。全球 Semi components 供不应求， 影响了 Pcba 预测的增长。(接下来 的 下半年，components 会有足够供应)。

* 希望 Eg 管理层 继续 把年净赚 推上 25 mil . (上半年 交出了 11.6 mil ... 加油 咯 (^ω^)

Posted by VenFx > 2018-02-27 21:32 | Report Abuse

另一个 可以留意的是 EG的IPC Feb18健成，
相信对EG盈利 有好影响。

Posted by VenFx > 2018-02-27 21:44 | Report Abuse

对于 EG最近2周表现，

个人觉得 EG在09/2/18 被压至 0.51时 有很好的支撑，
高兴的是 Eg连续10天做了青蜡烛，
直到0.620才回调 27/2/18收市价0.585

如果 2Q18给力 的确可以 攻破0.630较大阻力的。
明天 只要能 守住0.575 以上， 机会还是有的 :)

天公POPI ... kikiki

Posted by Investee > 2018-02-27 21:48 | Report Abuse

1) QR result at most neutral. Take note that Q3 and Q4 is seasonally weak historically. If can smoothen out then it's a plus point.
2) PBT RM4.6m + RCPS expense RM1.7m + Depr increase RM2m = RM8.3m. It's quite comparable to Q1 PBT of RM8.2m. In other word, if look at EBITDA, it shows no growth.
3) Margin drop is a bit worrying coz profit is sensitive to margin.
4) IPC starting March'18 means Q1'19 only can reflect the cost saving but at the same time it will be much higher WC requirement. Depends how u see it. Can be good or bad
5) Forex not an issue due to natural hedge.
6) If cannot deliver RM1.2b sales for FY18, then maybe got impairment for intangibles.

All in all, know ur risk. May be a long term uphill fight.

One thing i dislike about EG is that the commentaries and reports are done in not-so-professional way. Not sure if it's due to the young CFO in the group. Find many inconsistencies and errors but still can get the big picture la.

Posted by VenFx > 2018-02-27 22:06 | Report Abuse

I agree with investee,
VSi has far better format for their report.

Posted by KLCI King > 2018-02-27 23:19 | Report Abuse

Not a good result

Posted by SOPHIAS > 2018-02-28 00:51 | Report Abuse

I think the results is still ok. Its normal to have business cycles. It is still in profit. Still worth collecting given price is so low. If there is a boost in next quarter will be a bonus to price. Will keep it till it reflects the value. A company with continuous profit record since 2014, a low PE compare to counterparts, and an expanding business.

Posted by Vin Chuah > 2018-02-28 01:21 | Report Abuse

2nd QR dropped 47%............!!!!!!!!!!hohoho....GG.com

Posted by coldinvestor > 2018-02-28 08:55 | Report Abuse

传统旺季， 盈利大幅下跌， 接下来两个季度不乐观。

Posted by leslieroycarter > 2018-02-28 09:01 | Report Abuse

EG stock price was suppressed for a very long time either good or bad results is still the same . Even bad result out but PE still very low...and nothing to shout about.

Posted by kkteng70 > 2018-02-28 10:02 | Report Abuse

3 years ago management said 5 years, now want any other 5 years. Joke right

Posted by kkteng70 > 2018-02-28 10:08 | Report Abuse

I agree with leslieroycarter PE low. nothing to shout or laugh but Share trader or investor always looking profit or capitalgain. If Earning 'Remain' or slighly drop , Share price Keep going down trend . OF COURSE PE ""LOW""" and keep telling coming Good and bright. I may advise you watch out carefully. I might be wrong . but I am sure some thing is not right. you know why . ? If you look at monitor KLCI market for some time . you will understand what am I trying to say.

Posted by mjlee > 2018-02-28 10:23 | Report Abuse

bad result. fking kanf

Posted by mjlee > 2018-02-28 10:24 | Report Abuse

lame kang

Posted by mjlee > 2018-02-28 10:24 | Report Abuse

venfx stop ur nonsense

Posted by Vin Chuah > 2018-02-28 10:26 | Report Abuse

the CEO only can talk CXXX!!!

Posted by VenFx > 2018-02-28 10:34 | Report Abuse

If u do hv, blame yourself to buy high sell low lor ... oredy mentioned thousand time never play contra here ma

Posted by VenFx > 2018-02-28 10:36 | Report Abuse

刚刚EG@0.560 28/2/18

迹象显出 当09/02/18 来到0.510 明显买家 
底部0.510 也获得清理干净。 

看家们 可以注意这几天的价量如何变化， 在定夺不迟。 
个人认为 下跌风险有限。(毕竟 每个季度 都赚钱) 
天公PoPi :)

Posted by Million78 > 2018-02-28 12:08 | Report Abuse

cash out bye eg

Posted by coldinvestor > 2018-02-28 17:48 | Report Abuse

我也认同， 下跌空间不大了， 最多也只能跌至RM0.300-0.350。

Posted by mjlee > 2018-03-01 07:48 | Report Abuse

stop listening to venfx. he loss till saying nonsense all time.

Posted by mjlee > 2018-03-01 07:49 | Report Abuse

keep posting those article, why need article if the company can prove everything. article only for cons company to cons investor

Posted by KLCI King > 2018-03-01 08:00 | Report Abuse

Revenue remained flat for almost a year & profits were inconsistent. No matter how sweet VenFx talk about EG, it does not relate to the facts. It is just like a empty talking as per what the management's claim, higher profit from box-build segment but has been failed to deliver what promised by the management.

Posted by KLCI King > 2018-03-01 08:01 | Report Abuse

Quarterly reports for the past 4-6 quarters proved that nothing improvement from box-built segment, but yet the management & VENFX kept beautified the carrot.

Posted by KLCI King > 2018-03-01 08:03 | Report Abuse

yup, another downside of 30%-40% is not a big deal to Venfx, the only thing I admire to Venfx is his strong hold on his spirit about EG since last year, please keep it up though it has never brought any return but losses to the investment since last year. Hope coming quarter will bring something good to the company & investors.

coldinvestor 我也认同， 下跌空间不大了， 最多也只能跌至RM0.300-0.350。
28/02/2018 17:48

Posted by KLCI King > 2018-03-01 08:06 | Report Abuse

The key is PE remained "LOW" if the revenue & profits remained "FLAT" or "REDUCED", we all know that. The only way to make it "HIGH" is "GROW".

kkteng70 I agree with leslieroycarter PE low. nothing to shout or laugh but Share trader or investor always looking profit or capitalgain. If Earning 'Remain' or slighly drop , Share price Keep going down trend . OF COURSE PE ""LOW""" and keep telling coming Good and bright. I may advise you watch out carefully. I might be wrong . but I am sure some thing is not right. you know why . ? If you look at monitor KLCI market for some time . you will understand what am I trying to say.
28/02/2018 10:08

Posted by VenFx > 2018-03-01 08:59 | Report Abuse

Invest is buying future biz with discounted priced or follow the crowd ?
My take is always buy at low...

EMS is the segment qhich continue to grow at least till 2020.
This more matter to me.

U may not agree to ne, but don't twist my intention to share my view.

Posted by Tom > 2018-03-01 10:01 | Report Abuse

恭喜你喊了一年，最后终于cut loss 了

Posted by Million78 > Feb 28, 2018 12:08 PM | Report Abuse

cash out bye eg

Posted by ConMan > 2018-03-01 11:26 | Report Abuse

want to sell please sell faster, dun shouting here.

Posted by mjlee > 2018-03-01 11:32 | Report Abuse

discounted? like as it is. buy at low lol. if u really buy at low. show ur portfolio la venfx. u not buy at low but burned ur brain due to big losses

Posted by ConMan > 2018-03-01 11:33 | Report Abuse

This counter is for value investors not for contra kaki, if not ready to play shares please
go to the playground. Reality and stock market is very cruel.

Posted by mjlee > 2018-03-01 11:33 | Report Abuse

sometime to admit own mistake is really hard. i know. but please face the truth sometime

Posted by mjlee > 2018-03-01 11:34 | Report Abuse

I alrdy cash out. only thing is I dun wan this venfx keep sharing his nonsense.

Posted by VenFx > 2018-03-01 11:36 | Report Abuse

Poor attitude like u , how can make big ler ?

How many time i said Dollar Averaging to apply ... EG babe not your cup of tea .Shorterm sure kena lor.
Then, start blame this and that... u deserved to lost .

Posted by ConMan > 2018-03-01 11:38 | Report Abuse

My advise to u is that, go for fundamental stock u need to prepare for long term battle. I advise people buy AAX the fundamental is turnaround already. EG might need to wait for another Electronic cycle to pick up, it may need 2 -3 years time.

Posted by ConMan > 2018-03-01 11:47 | Report Abuse

VenFx and others, please stop to quarrel on the forum. This forum is to share the info and give advise to the people needed, as a senior we need to provide guidance and educate them.

Posted by Cimbnet > 2018-03-01 18:39 | Report Abuse

No improvement but not worsen.
Under such market no improvement will go holland. Sad.

Posted by Lee Keat Chow > 2018-03-01 21:55 | Report Abuse

agreed