Agreed with LYY that this counter not ripe yet (don't see or hear any concrete info for its future growth in revenue) for its share price to move up; may switch to other counters soon.
Aemulus is still in infant stage. There are a lot of customers trying these testers out. It has potential when the qualification is successful. Aemulus plus point is it is one of the most cost effective, if not the most cost effective testers for RF. it will take some time for it to grow just like penta and vitrox in their infant stage. So buying Aemulus is for it future not for speculation. The hope for investors is that this local tech company will make it big in the overseas stage.
revenue for 4600(data storage) is predict to be 70% revenue. let say 12M * 0.7 =8.4Million , if 7600-S(smart phone and tablet) success in far east region &US (let's make it 40%) 12M*0.4= 4.8M.
above statement is base on "Based on the current business trend, demand for ATE from the smartphone and tablet segments as well as the enterprise storage segment is expected to continue into 2018. The group is expecting revenue growth to further ACCELERATE in fiscal year 2018, led by ATE sales growth in the Far East region with US region complementing it."
so, my conclusion should be revenue Q12018 is 13M++ eps around 0.8-1
i suggest that aemulus should came out with new tester which 5G is coming in 2020. the RND enginners should design tester that can measure milimeterwave 28Ghz which is higher frequency in spectrum. If this success in aemulus new tester,i think the share price will jump up.
@SHQuah pls gave your comparision calculations between MMSV and Aemulus to show Aemulus is undervalue, no matter how I look at the 2 co s' results, I couldn't see that Aemulus is undervalue
It is not right to value a tech company by NTA, but the technology that the company possesses, the market that the company is in and the potential growth. For the comparison between MMSV and Aemulus, base on the current valuation, the former has a better value.
the best stock i can recommeded now is HengYuan .. PE 3++ only ,if PE go to 6 then the price sure will go up RM19/RM20.. time to invest there a bit if not confident with tech counter.
Hengyuan moving too high already la, only daredevil will go invest. raise 100% price within 6 months is too much, good luck if you going to buy hengyuan.
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....
Shines
2,798 posts
Posted by Shines > 2017-11-22 12:37 | Report Abuse
@Rocket, your hand full, my hand are now longer than my legs