- new building is 5x bigger than the previous lease place, current office can host 250 ppl and now we have 140
- Aggressively getting into the North asia market include Korean, Taiwan, Japan
- 2021 – JV with China Tangren Microtelligence (belong to holding company “Li Zhu” ), company under Lizhu Include Singapore listed MIT (company that JV with Inari to build tester) - Lizhu is one of the investment company by SMIC , China largest fab foundry company
3 main business segment
1) Mobile phones / Tablets market is the largest market Aemulus involved in * Design / Marketing / Selling RF semiconductor tester * Phone Call / Data plan / Wifi/ NFC / GPD / Blue Tooth… involve a group of RF Front End IC * with their 2 RF equipment (AMB7600 & amb7300), mainly served for RF filter * Aemulus have been selling to broadcom, qorvo, skyworks in the past
2) Enterprise Storage (HDD Chip tester), mainly cater for Broadcom, benefit from the covid-19 pandemic due to work from home required more data and cloud computing (data centre) * There will be revenue from there on and off – every year maintenance contract 1M +
3) Automotive – LED Lighting / in cabin lighting *In coming future, passenger have no control @ the ambient lighting in the car *Smart LED – able to fine tune the color up to thousand of different color – different feel / different mode *Aemulus now participate in the R&D * main customer is D&O, since D&O is expanding now, expect aemulus to benefit
4) new venture - focus CMOS image sensor e.g. camera for CCTV / surveillance camera * there are 2 main players in Taiwan & China – they are dominating this market * AMB5600 launch in Jan 2020 to aim for CMOS market, they claim themselves can provide 3.5x faster compare to its peers * Manage to ship the first unit by April 2020 a Taiwan customer, and 5 units in 3QFY20 * Manage to get another new 1 customer in China in June
Exciting moment/key investment merit - current orderbook around RM18m span 3-6 months to deliver, expect to see a multi year growth till 2022 due to high customer enquiry
- able to secure contract even travel restriction, this never happen in the company before
- Lead time < 4 weeks. Typical is around 6 weeks, normally short lead time means higher order to deliver.
- CEO think aemulus itself worth more than RM1billion market cap in 2022, expect to achieve PAT of RM 20m with P/E at least 50 (Based on china ATE player)
concern and opportunity - Khazanah has been paring down its stake as govt is trying to reduce non performing asset and investment, this has triggered market to have more volume
you all see ! follow GOOgoo sheng sure correct He sold all on april 0.18and bought back at 0.68 last week so great sure up up up ....to $10lah dont sell hold tie tie like excellent SHENG
big company intend to go bigger is big challenge such as Penta.Their growth rate is narrowing.from past few quarter.Growth rate will be big leap for a company like Aemulus when there is big turn around from negative performance from last few quarter.This can be shown similarity like Penta many years back when they started from 60Cents .I believed Aemulus had turned around with the CEO's leadership.just my personal opinial no buy sell call
Aemulus ensures compliance with the standard operating procedures and guidelines recommended by the Ministry of Health, Ministry of International Trade and Industry, and other relevant authorities at all times. Precautions are taken to keep our employees safe and to mitigate any negative impact to our operations in Penang from the pandemic. Recent change in the sales and marketing strategies had produced positive financial results in Q3 and Q4 FY2020 for Aemulus. We are expecting this trend to continue with better demand for our products worldwide. Our engineering team from Malaysia are already in China since early November 2020 to assist in on-going commercial and technical support activities within the Far East region. As such the risk of disruption to our business in this region is now reduced. The management will continue to take aggressive actions to further improve our financial performance in FY2021.
The Group’s revenue recorded a marginal decrease of 4% in the current quarter (“Q4FY20”) as compared to the preceding year corresponding quarter (“Q4FY19”). Demand for the current quarter was derived from the enterprise storage, CMOS Image Sensor and RF Filter markets. Other income has increased significantly in tandem with the recognition of gain on the transfer of intellectual property to our associate company in China, namely TMSS Technology (Jiashan) Co., Ltd. (“TMSS”). Administrative expenses experienced a decrease of 17.2% as compared to Q4FY19 due to the cost saving initiatives implemented. Other expenses recorded a significant decrease of 62.6% as compared to Q4FY19. In Q4FY19, the Group has provided an allowance for expected credit loss amounted to RM1.784 million whereas RM0.209 million was provided in Q4FY20. In summary, the Group recorded a profit of RM1.040 million in Q4FY20.
CEO join the glove business which the glove is CMOS anti virus itself. The glove no need to wash and can protect against covid19 . Just recharge it with wireless charging and good to use.
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....
xoxo88
36 posts
Posted by xoxo88 > 2020-11-09 16:53 | Report Abuse
Aemulus key summary
- new building is 5x bigger than the previous lease place, current office can host 250 ppl and now we have 140
- Aggressively getting into the North asia market include Korean, Taiwan, Japan
- 2021 – JV with China Tangren Microtelligence (belong to holding company “Li Zhu” ), company under Lizhu Include Singapore listed MIT (company that JV with Inari to build tester)
- Lizhu is one of the investment company by SMIC , China largest fab foundry company
3 main business segment
1) Mobile phones / Tablets market is the largest market Aemulus involved in
* Design / Marketing / Selling RF semiconductor tester
* Phone Call / Data plan / Wifi/ NFC / GPD / Blue Tooth… involve a group of RF Front End IC
* with their 2 RF equipment (AMB7600 & amb7300), mainly served for RF filter
* Aemulus have been selling to broadcom, qorvo, skyworks in the past
2) Enterprise Storage (HDD Chip tester), mainly cater for Broadcom, benefit from the covid-19 pandemic due to work from home required more data and cloud computing (data centre)
* There will be revenue from there on and off – every year maintenance contract 1M +
3) Automotive – LED Lighting / in cabin lighting
*In coming future, passenger have no control @ the ambient lighting in the car
*Smart LED – able to fine tune the color up to thousand of different color – different feel / different mode
*Aemulus now participate in the R&D
* main customer is D&O, since D&O is expanding now, expect aemulus to benefit
4) new venture - focus CMOS image sensor e.g. camera for CCTV / surveillance camera
* there are 2 main players in Taiwan & China – they are dominating this market
* AMB5600 launch in Jan 2020 to aim for CMOS market, they claim themselves can provide 3.5x faster compare to its peers
* Manage to ship the first unit by April 2020 a Taiwan customer, and 5 units in 3QFY20
* Manage to get another new 1 customer in China in June
Exciting moment/key investment merit
- current orderbook around RM18m span 3-6 months to deliver, expect to see a multi year growth till 2022 due to high customer enquiry
- able to secure contract even travel restriction, this never happen in the company before
- Lead time < 4 weeks. Typical is around 6 weeks, normally short lead time means higher order to deliver.
- CEO think aemulus itself worth more than RM1billion market cap in 2022, expect to achieve PAT of RM 20m with P/E at least 50 (Based on china ATE player)
concern and opportunity
- Khazanah has been paring down its stake as govt is trying to reduce non performing asset and investment, this has triggered market to have more volume