AEMULUS HOLDINGS BERHAD

KLSE (MYR): AEMULUS (0181)

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Last Price

0.27

Today's Change

0.00 (0.00%)

Day's Change

0.27 - 0.275

Trading Volume

1,090,700


10 people like this.

6,956 comment(s). Last comment by SyahSyah 2 days ago

guess1978

260 posts

Posted by guess1978 > 2017-08-18 12:26 | Report Abuse

unicorn...why not wait for another 106k?

Posted by Seng Thye Ng > 2017-08-18 12:29 | Report Abuse

we feel enough not greedy.......he took 6 digits...i took 5 digits....
I wish you take 7 digits.........

Upup168

487 posts

Posted by Upup168 > 2017-08-18 12:43 | Report Abuse

Good earning, why sell? Market today flash with US emo, Next week will see the true Aemulus!
people dont want, we just have faith and collect..

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-18 13:31 | Report Abuse

“We expect stronger demand for RF tester in 4QFY17, driven by production ramp-up ahead of new flagship smartphone model launches and a new customer win in China.

this is from CIMB research. a New customer win in china... possible is huawei,oppo or xiami.

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-18 13:49 | Report Abuse

congratulate all employee and thanks for very successful quarters. They had several record breaking achievement and exceeded expectation, with following highlight:
-aemulus delivered 15% order growth, 60% revenue growth, 20% profit margin and 70% earning growth.
-we achieved record orders in areas such ATE, with significant win at singapore company and record order for data storage, automotive and energy and design software.
-we closed the mou with new company which in mobile celular in china, which was ahead of our timeline as we efficiently obtained financing and cleared all necessary regulatory approvals.
It's clear stakeholders inside and outside of the company anticipate great things that we will accomplish together. Our integration efforts are strong start and we look forward partnering on end-to-end solution. Working together ,we will expand our number of touch points within long-term technology trends and key customers, and accelerate our growth.

Explode

1,171 posts

Posted by Explode > 2017-08-18 13:56 | Report Abuse

manage to sell at 705 this morning, tq aemulus. handsome profit 40k, will collect back after t3/t4 correction.

guess1978

260 posts

Posted by guess1978 > 2017-08-18 15:28 | Report Abuse

seems like some is trying to time the market...all the best and wish you guys get better counter ahead!

excelyou

1,255 posts

Posted by excelyou > 2017-08-18 16:13 | Report Abuse

Lee Yih Yeong, you are able to see that "statement" . Accumulate or Sell, the answer is so obvious.

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-18 17:08 | Report Abuse

ok..just sold 0.69 last minute

Posted by iambigshark > 2017-08-18 17:52 | Report Abuse

why sell?

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-18 18:04 | Report Abuse

I did not sell a single lot since the first day I bought Aemulus shares & accumulate more & more. Planning to keep until Mid next year only decide.

mancingbursa

4,268 posts

Posted by mancingbursa > 2017-08-18 18:05 | Report Abuse

Uncle Lee Yih Yeong- smart decision

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-18 18:33 | Report Abuse

will buy back next week ,if dow jone correction finish.

MrPauper

1,031 posts

Posted by MrPauper > 2017-08-18 19:15 | Report Abuse

Gain on return alone of 200k is not meaningful if based on capital of 5m. But if based on capital of 200k then it is wonderful. Anyhow, recent quarter result is not too impressive compared to previous quarter. Depends whether there is still room for growth to support its continued price uptrend

geary

6,356 posts

geary

6,356 posts

Posted by geary > 2017-08-19 12:59 | Report Abuse

Strict Rules...!!!
http://m.huffpost.com/us/entry/us_5996d1bbe4b01f6e801dffff/amp

excelyou

1,255 posts

Posted by excelyou > 2017-08-19 14:54 | Report Abuse

CIMB RESEARCH
Semiconductor│Malaysia│August 17, 2017

AEMULUS HOLDINGS BHD

3QFY9/17: Boost from enterprise tester demand
■ 9MFY9/17 core net profit beat our/Bloomberg consensus estimates, at 85%/104% of
FY17F forecasts, due to higher-than-expected tester volume shipment in 3QFY9/17.
■ It reported a core net profit of RM5.4m in 9MFY9/17, compared to a RM0.5m core net
loss in 9MFY9/16, due to higher RF and enterprise storage tester shipment volumes.
■ We raise our FY17-19F EPS by 15-19% to reflect higher tester shipment volumes.
■ We expect stronger demand for RF tester in 4QFY17, driven by production ramp-up
ahead of new flagship smartphone model launches and a new customer win in China.

3QFY9/17 core net profit boosted by enterprise tester demand
Revenue in 3QFY9/17 rose 118% yoy to reach RM12m on the back higher tester
shipment volumes due to improving demand in enterprise storage, and smartphone and
tablet (S&T) markets. The group’s EBITDA margin expanded 19.8% pts yoy to reach
25.3%. As a result of higher operating leverage, Aemulus posted a higher core net profit of RM2.7m in 3QFY9/17 compared to RM0.1m in 3QFY9/16.

Sequential earnings improvement in 3QFY9/19
3QFY9/17 revenue grew 11% qoq due to higher enterprise tester shipment volumes on
the back of improving demand for enterprise storage. We estimate the group sold five
units of AE4600 testers in 3QFY17 vs. three units in 2QFY17. Overall, its core net profit in 3QFY17 grew 15.8% qoq, after stripping out the unrealised forex losses of RM0.3m. As expected, there was no dividend declared for the quarter.

9MFY9/17 results beat expectations
In 9MFY9/17, revenue rose 77.1% yoy due to higher tester shipment volumes on the
back of a successful automated tester equipment design win for a tier-1 smartphone
company and demand recovery across the enterprise storage and S&T segments.
Aemulus shipped eight units of AE4600 tester in 9MFY9/17, which already exceeds the
two units that it shipped for the whole of FY16. Overall, Aemulus recorded a core net profit of RM5.4m in 9MFY9/17 against a core net loss of RM0.5m in 9MFY9/16.
Raise FY17-19F EPS by 15-19%

We raise our FY17-19F EPS by 15-19% to account for an 10-15% increase in tester
shipment volumes for the AE4600 and AE7600 models, and margin expansion from
higher utilisation. We believe Aemulus is on track for an earnings recovery in FY17F, driven by improving demand outlook in the global semiconductor industry as independent market research groups are projecting 13% sales growth in 2017 (vs. 1.1% in 2016).

Maintain Hold with a higher target price
Maintain Hold with a higher RM0.69 target price, now based on 24x CY18F P/E, 10%
premium to the sector mean to reflect the stronger earnings growth outlook (vs. 22x
previously).


CONCLUSION:
CIMB GAVE AEMULUS TARGET PRICE AS FOLLOW:
23 FEB 2017 : RM0.32
18 MAY 2017 : RM0.53
17 AUGUST 2017 : RM0.69

CIMB KEEP ON INCREASING THEIR TARGET PRICE. CAN WE EXPECT MID OF NOVEMBER 2017 TO BE RM0.89 - RM1.14 ??

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-19 16:02 | Report Abuse

No point sell and hope to buy back the lower price. Sometimes teory work and actual don't. You may not get to buy back at lower price as you always hope for Lower & lower. When price go up you may even buy back at higher price than you have sold.

coco29317

135 posts

Posted by coco29317 > 2017-08-19 16:53 | Report Abuse

I hope price will go lower , wanna add up summore

Shines

2,798 posts

Posted by Shines > 2017-08-19 17:44 | Report Abuse

Can always x up, it would be better as the price keep going up, u x down, is a loss

excelyou

1,255 posts

Posted by excelyou > 2017-08-19 23:45 | Report Abuse

Most of the technology and semicon stocks in the US have rise since last year Oct/Nov 2016 but Malaysia technology and semicon stocks have only been trending since April 2017.

Thus US might provide positive clues that Malaysia technology and semicon stocks are heading.

excelyou

1,255 posts

Posted by excelyou > 2017-08-20 09:45 | Report Abuse

Catching the next big wave

KUALA LUMPUR (Aug 19): The Edge weekly in its latest edition said that joining the US tech stock rally, Bursa Malaysia-listed semiconductor and semiconductor-related companies have risen between 22% and 250% this year.

In its cover story, the Edge’s Liew Jia Teng wrote that year to date, the Bursa Malaysia Technology Index has soared 70% to 37.59 points, its highest level since 2005.

Local technology companies and investors are bullish about the sector’s prospects, mainly due to its long-term earnings sustainability, underpinned by the diversification of products and customer base, reported the Edge.

The weekly reported that 2017 is promising to be another good year for the semiconductor supply chain with device, material and equipment suppliers expecting revenue and earnings growth for the year.

It said according to information technology research and advisory firm Gartner Inc, worldwide semiconductor revenue is forecast to total US$386 billion this year, an increase of 12.3% from last year.

Favourable market conditions that gained momentum in the second half of 2016, particularly for commodity memory, have accelerated and raised the outlook for the market in 2017 and 2018.

Unit production estimates for premium smartphones, graphic cards, video game consoles and automotive applications have improved and contributed to the stronger outlook this year.

Gartner also projected global semiconductor capital spending to increase 10.2% to US$77.7 billion this year.

“This growth rate is up from the previous quarter’s forecast of 1.4% due to continued aggressive investment in memory and leading-edge logic, which is driving spending in wafer-level equipment,” it said in an Aug 2 press release on its 2Q2017 update.

It added that the concentration this year is due to strong manufacturing demand in memory and leading-edge logic.

On a separate note, global microelectronics industry association SEMI projects that the semiconductor material market will expand 2% this year in light of growth expectations for the device market.

Market forecasts for the semiconductor market this year are also optimistic, with growth projections ranging from 3% to 11%. Given current capital expenditure announcements and the strong equipment order activity throughout 2H2016, prospects for the semiconductor equipment subsector look bright as well.

Red_Apollo

125 posts

Posted by Red_Apollo > 2017-08-20 10:15 | Report Abuse

20 sen kasi can sama I.

geary

6,356 posts

Posted by geary > 2017-08-20 11:08 | Report Abuse

#Price@0.58>100K@Undervalued@Forward earnings F/Y 2017. Humble Reading n understanding of our future environment...!!!??? http://www.valuewalk.com/2017/06/working-horses/

Upup168

487 posts

Posted by Upup168 > 2017-08-21 11:44 | Report Abuse

collecting.. coming again...

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-21 11:46 | Report Abuse

I key in buy 67 sen.....buy didn't get.

geary

6,356 posts

Posted by geary > 2017-08-21 12:12 | Report Abuse

@3-year@Tripple Bottom Line@>2.00@Main Board...!!! http://www.valuewalk.com/2017/08/looming-robotic-job-apocalypse/

paperplane

21,644 posts

Posted by paperplane > 2017-08-21 12:15 | Report Abuse

lousy, good result also cant break 0.80

Kai Loon

212 posts

Posted by Kai Loon > 2017-08-21 12:15 | Report Abuse

Down too little, not worth going in, want drop want sell then faster la, don't hangover there mdfk

upshare

3,239 posts

Posted by upshare > 2017-08-21 12:42 | Report Abuse

Go down again... sigh....

Upup168

487 posts

Posted by Upup168 > 2017-08-21 12:46 | Report Abuse

have faith and patient, turning green! stay strong. :)

paperplane

21,644 posts

Posted by paperplane > 2017-08-21 14:37 | Report Abuse

highly manipulated. I guess, don't waste time........waiting to goring and goring down again...hard to earn money from this type of shark

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-21 14:49 | Report Abuse

Due to high trading volume last Wednesday, we expect those cannot pick up will sell today.
Tomorrow onward should be ok. May go up all the way.

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-21 16:30 | Report Abuse

Sarahdeaton & Lee Yih Yeong.......no news from 2 of you.
Sarahdeaton.....where is your uncle ?

sarahdeaton

1,609 posts

Posted by sarahdeaton > 2017-08-21 16:43 | Report Abuse

hi all...basket la my uncle...he went and push hevea. never mind, i already called my 2nd aunt from my mother's side. she said will try to get at least 3.7 million for this counter. u all hold on there. help is on the way.

geary

6,356 posts

Posted by geary > 2017-08-21 16:52 | Report Abuse

@sarahdeaton...! 3.7 million@5,000 lots only. How about 370 million..ha.ha..ha..! Joking okay...!!!

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-21 17:44 | Report Abuse

stock is like that, it will down for few week and up again. see the last Q2 result out, result is good but push down. we don't know how low it will deep and how high it will reach. as a investor, view for long term for better benefit. we saw this company is growing and good future. so nothing to worry and stay tune for Q4 and there will be dividend for 2017 historical good result.

upshare

3,239 posts

Posted by upshare > 2017-08-21 17:49 | Report Abuse

Strong buy at 0.680... hope tomolo break 0.7..

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-21 18:15 | Report Abuse

Lee Yih Yeong......if Q4 result super good and with Dividend. Year end could break RM1.00. I hope got bonus issues even better.

SHQuah

5,363 posts

Posted by SHQuah > 2017-08-21 18:16 | Report Abuse

Yih Yeong ask your boss to propose Bonus issue with free warrant

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-21 18:32 | Report Abuse

http://www.aemulus.com/semicon_taiwan_2017

taiwan office is launch at Jan2017 and there is new potential customer at SEPTEMBER2017 .
see the link and you know how big the show room is... huge ok..

paperplane

21,644 posts

Posted by paperplane > 2017-08-21 18:37 | Report Abuse

I think if crisis come tomolo, this stock can't sustain.

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-21 18:38 | Report Abuse

yup..agreed.. support 0.62

TPZack

70 posts

Posted by TPZack > 2017-08-21 18:38 | Report Abuse

veryyyyy good. will buy more

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-21 18:49 | Report Abuse

2017-2018 is year of technology 5G solution and IOT(internet of things) . which company can leading this technology ?ans: aemulus.. see your phone data only H+,E,3G sometimes. 2018 Is 5G ok... imagine that your data is from fast to faster, open FB in 1second and this 5G all new phone need to change IC to 5G solution IC.. big market in china. Also IOT which apply in automative industry ,everything is in 1 chips.

coco29317

135 posts

Posted by coco29317 > 2017-08-21 18:55 | Report Abuse

If crisis come , every counter also will drop la no matter how good is it

Lee Yih Yeong

1,771 posts

Posted by Lee Yih Yeong > 2017-08-21 18:58 | Report Abuse

agreed

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