Posted by timing > 2015-10-01 15:57 | Report Abuse

pang72 why bye bye?

Posted by timing > 2015-10-01 16:00 | Report Abuse

i think got announcement tonight. volume is too big

Posted by Kim > 2015-10-01 16:02 | Report Abuse

Kim Lets ride the golden horse :]]♧
30/09/2015 14:56

Ok congrate..all Bye Bye

Posted by zbaikitree2 > 2015-10-01 16:05 | Report Abuse

wakakakaka. where is jwarren??

Posted by zbaikitree2 > 2015-10-01 16:05 |

Post removed.Why?

Posted by ikanbilis789 > 2015-10-01 16:07 | Report Abuse

profit taking...>.<

Posted by zbaikitree2 > 2015-10-01 16:11 | Report Abuse

jwarren>>This is because based on "bursabullalways" premise that the share price can still go very much higher, why is the VC fund so eager to sell off now? Does it mean the VC fund purposely does not want to make more money?

Posted by zbaikitree2 > 2015-10-01 16:16 | Report Abuse

jwarren, pls come out la. i am waiting for your reply. see what u have to say this time.
wakakakakakakakaa. laughdieme liao.

Posted by zbaikitree2 > 2015-10-01 16:20 | Report Abuse

who listened to jwarren all bang walls.

Posted by zbaikitree2 > 2015-10-01 16:22 | Report Abuse

jwarren>>
A substantial shareholder of the company has been selling down systematically since IPO! This is the same shareholder that mentioned before IPO that they would stay after IPO because of the growth story. Draw your own conclusions.

The current valuation is ahead of more established and proven "similar" companies. The company recorded only one solid year of growth (i.e. FYE2014 with RM8mil profit) prior to the IPO. The current 9 months profit is about RM7mil. If you go a little back further (i.e. last five years), you will see a better picture of the company's growth pattern and less than stellar performance.

The main story of the potential growth has been new models being rolled out and the semicon industry ramp-up. But are things so simple?

As usual, traders would trade with or without fundamental justifications. Some make money, some lose their pants. Always know the reason for your winning and your lost. Don't be a blind fool.
25/09/2015 23:17

Posted by zbaikitree2 > 2015-10-01 16:25 | Report Abuse

laughdieme liao.

Posted by ikanbilis789 > 2015-10-01 16:33 | Report Abuse

i think aemulus will close high later gua...so strong...buyer keep coming...>.<

Posted by zbaikitree2 > 2015-10-01 16:39 | Report Abuse

wakakakakaka

Posted by ikanbilis789 > 2015-10-01 16:44 | Report Abuse

unbelievable..new high...huat ar all =)))

Posted by Alpha Trader > 2015-10-01 16:52 | Report Abuse

haha, argue so much for what, I told you how to value Aemulus

15X 2016 P/E, annnualise latest numbers + 20% growth + 15% forex gain - RM0.75

Posted by zbaikitree2 > 2015-10-01 16:57 | Report Abuse

zzzzzz..... boring.

Posted by zbaikitree2 > 2015-10-01 17:08 | Report Abuse

where is jwarren hiding???

Posted by bjgdila123 > 2015-10-01 17:15 | Report Abuse

esok beli lagi . fund manager beli lagi ma

Posted by Alpha Trader > 2015-10-01 17:42 | Report Abuse

kena UMA, tomorrow gap down 1c, buy back, UMA = UP FURTHER! stupid bursa

Posted by JCAinOne > 2015-10-01 18:26 | Report Abuse

If their last quarter result is at 7-8 mil...how to judge on it's TP, and can buy in or not like?

Posted by timing > 2015-10-01 18:38 | Report Abuse

expected UMA as volume is too big

Posted by Steve1983 > 2015-10-01 18:41 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4882285

Tomorrow must be careful..

Posted by pang72 > 2015-10-01 18:42 | Report Abuse

Haha..
Habis got UMA ..big sale down be careful!

Posted by pang72 > 2015-10-01 18:44 | Report Abuse

Ifca got UMA already half dead.. what u think abt aemulus

Posted by pang72 > 2015-10-01 18:54 | Report Abuse

Haha....please announce la...talk so long still no announced.

Posted by zbaikitree2 > 2015-10-01 18:56 | Report Abuse

pang72. Stock: [AEMULUS]: AEMULUS HOLDINGS BERHAD
Oct 1, 2015 08:00 AM | Report Abuse

Please ready for 55Sen today. Local fund continuous to pump in.



you are the ONE that said local fund continuous to pump in.

and now you contradict yourself after you sold all?

Posted by JCAinOne > 2015-10-01 19:03 | Report Abuse

looks like tomorrow is going backward?dropping?

Posted by pang72 > 2015-10-01 19:11 | Report Abuse

Market turns very fast. Act accordingly..No right or wrong.

Posted by JCAinOne > 2015-10-01 19:12 | Report Abuse

pang72, what does it mean not a very good understanding in shares..

Posted by sg999 > 2015-10-01 20:12 | Report Abuse

kena UMA!!!

Posted by zakka > 2015-10-01 20:22 | Report Abuse

new here, what is UMA? how do you know its uma?

Posted by iswara > 2015-10-01 21:23 | Report Abuse

Ifca kena UMA when 40sen, up until 1.8x............

Posted by zbaikitree2 > 2015-10-01 21:27 | Report Abuse

why until now jwarren still dare not come up to face me???

Posted by Hercules > 2015-10-01 21:39 | Report Abuse

Hahah zbaikitree 2 l like u. U sort out all the ghost or angel now.

Posted by zbaikitree2 > 2015-10-01 21:51 | Report Abuse

thanks Hercules!

Posted by jwarren > 2015-10-01 23:14 | Report Abuse

1. Wow, from "bursabullalways" to "Zbaikitree" and now "zbaikitree2". Hopefully you won't get banned again from being rude and abusive. I have to admit that your tenacity is admirable....to take all the effort to create another profile (i.e. "zbaikitree2") at around 4pm today when Aemulus's share price was rising so that you could start to post comments of "see, i told you so! I am correct". I guess you are really desperate to prove yourself. But sorry to burst your bubble. If you thought today's share price rise meant that your comments were right/accurate, I think you have underestimated the intelligence of the forummers here.


2. You still have not provided a clarification on your previous remark that Aemulus has no competitors in Malaysia despite the company's prospectus suggested otherwise. Shooting from the hip? Or deliberately misleading others? Only you have the answer.


3. You still have not show how you have derived a figure of RM25mil as the money made by the VC fund. Just a hint to you, even at today's closing price of RM0.56, the correct figure is no where close to RM25mil. Again shooting from the hip? Or deliberately misleading others?

By the way, you have helped to draw "unwanted" attention to the VC fund because if the fund delayed last week's selling to today, they would have made easily another 10% to 12% (estimation). So either you (i.e. "zbaikitree2") is smarter or the VC fund is smarter. Only you have the answer.


4. Lastly thank you for re-posting my earlier posts. My underlying message has always been "Know what you are trading. You may make money or lose money but always know the reason behind it. Don't let others fool you". It is very sad to see some people try to mislead others (either through sheer ignorance or maybe with ill intention) to believe the shares that they are trading are undervalued based on "fundamentals" when the real situation is that the shares are overvalued due to hype and syndicate play. The misinformed or unsuspecting traders could be caught because they don't know the nature of their shares (i.e. fundamental stocks or speculative stocks). I sincerely hope "zbaikitree2" would stop being rude, abusive and most importantly stop misleading others. People's money are involved here.

Posted by jwarren > 2015-10-02 00:26 | Report Abuse

@ Alpha Trader

"haha, argue so much for what, I told you how to value Aemulus

15X 2016 P/E, annnualise latest numbers + 20% growth + 15% forex gain - RM0.75"



For the forummers here, below is a calculation exercise example. Please use it as an academic reference only (and make your own judgement on the value of the share because each individual has different ways to perceive value versus risk):


i. Financial year is 1 Oct 2014 to 30 Sep 2015 (12 months) i.e. FYE2015

ii. 9 months of FYE2015, PAT is RM7mil.

iii. Q3 FYE2015, PAT is RM3.7mil.

iv. Approach A: Annualised RM7mil is equivalent to RM9.3mil

Approach B: RM7mil + RM3.7mil = RM10.7mil (assuming Q4 PAT is same as Q3 PAT)

Approach C: RM7mil + RM7mil = RM14mil (assuming Q4 PAT is equivalent to 9 months PAT)


v. Total shares outstanding = 438.9mil shares

vi. P/E ttm (Approach A) = 438.9 mil shares X RM0.56 / RM9.3mil = 26.4

P/E ttm (Approach B) = 438.9 mil shares x RM0.56 / RM10.7mil = 23.0

P/E ttm (Approach C) = 438.9 mil shares x RM0.56 / RM14mil = 17.6


vii. P/E ttm of ELSOFT = 16.5

P/E ttm of VITROX = 14.8

P/E ttm of MMS Venture = 9.4

P/E ttm of Pentamaster = 11.3


viii. Even if Aemulus achieved PAT of RM14mil for FYE2015 (i.e. the profit for the final quarter is equivalent to three quarters' PAT combined!), the current valuation (i.e. RM0.56 per share) is still higher than its peers on P/E ttm basis.



Using Alpha Trader's assumption of forward P/E of 15, growth of 40% (5% more than what he actually suggested of 35%) and FYE2015 PAT of RM15mil (even higher than RM14mil which is already a very optimistic figure):

Target price = 15 x (RM15mil x 1.40) / 438.9mil shares = RM0.72 (still lower than RM0.75)

As you can see from above, some prices being shouted here (e.g. "going to shoot above RM1.0mil", "at least RM0.80" and etc) have to be taken with serious care. This share has already moved into the territory of share price driven by "non-fundamental" factors. Trade wisely.

Posted by jwarren > 2015-10-02 00:42 | Report Abuse

Sorry, typo correction "going to shoot above RM1.00"

Posted by zbaikitree2 > 2015-10-02 00:49 | Report Abuse

žzzzzzzΩΩΩΩΩ

full of rubbish....

boring...

Posted by sell > 2015-10-02 04:29 | Report Abuse

Why so many disposal if really good?
http://klse.i3investor.com/servlets/stk/annchsh/0181.jsp

Posted by richkid > 2015-10-02 08:13 | Report Abuse

UMA issued...better to safe than sorry. You know what to do....

Posted by bjgdila123 > 2015-10-02 08:27 | Report Abuse

dont worry UMA fund manager will pump in more active

Posted by Alpha Trader > 2015-10-02 08:51 | Report Abuse

Time to collect back

Posted by Alpha Trader > 2015-10-02 08:52 | Report Abuse

The thing is Avago had acquired LSI, and they are giving business to Aemulus just like Inari 3 years ago, you don't wanna miss another INARI seriously

Posted by Alpha Trader > 2015-10-02 08:52 | Report Abuse

And PAT could well up 50% next year

Posted by JCAinOne > 2015-10-02 09:22 | Report Abuse

guys, i seriously wan to know how wil the final quarter result affect the share price?can anyone share with me?

Posted by eatsmall > 2015-10-02 10:06 | Report Abuse

pulus..pulus..pulus..

Posted by richkid > 2015-10-02 10:13 | Report Abuse

Something fishy...uma also going up. Ini betul2 goreng.... tak takut langsung... if bursa issue another uma habis lah... :( Don't play with fire lah...from history if UMA sure turun first...later after reply baru naik lah. Just be careful brothers...I always kena if I chasing at the peak...better safe than sorry.

Posted by maelxpdc > 2015-10-02 11:00 | Report Abuse

SYF baru gerak..SYF-WB murah2..hehe

Posted by Alpha Trader > 2015-10-02 11:03 | Report Abuse

just sell to me, I am sure you will buy back from me in 3 months time after seeing super results