SALUTICA BERHAD

KLSE (MYR): SALUTE (0183)

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Last Price

0.43

Today's Change

-0.005 (1.15%)

Day's Change

0.425 - 0.43

Trading Volume

15,100


7 people like this.

5,301 comment(s). Last comment by XiongDaDa 3 weeks ago

coolpe19

10 posts

Posted by coolpe19 > 2021-08-23 11:11 | Report Abuse

QR when?

YC88

82 posts

Posted by YC88 > 2021-08-23 17:28 | Report Abuse

QR out

Felixck

374 posts

Posted by Felixck > 2021-08-23 17:28 | Report Abuse

业绩出来咯!
开始赚钱啦。。。

YC88

82 posts

Posted by YC88 > 2021-08-23 17:29 | Report Abuse

Good prospect , time to accumulate more

Jnlee

305 posts

Posted by Jnlee > 2021-08-23 18:00 | Report Abuse

At last, the QR is green.

porklamb

102 posts

Posted by porklamb > 2021-08-23 19:12 | Report Abuse

pump pump

Philan008

255 posts

Posted by Philan008 > 2021-08-23 20:53 | Report Abuse

Wow I didn't expect a green QR hooray!!!

surviver

159 posts

Posted by surviver > 2021-08-23 22:20 | Report Abuse

Get ready for the show

BeSmart

52 posts

Posted by BeSmart > 2021-08-24 09:01 | Report Abuse

Felix since qr is out. Can in the last bullet now?

Felixck

374 posts

Posted by Felixck > 2021-08-24 09:07 | Report Abuse

BeSmaet, I don’t have the right or wrong answer for in..

I give some opinion:

Valuation will go to 69-70 sen…
Add, better don’t above 60 sen to get some margin of safety…

This QR revenue 60% by mouse product but still can turn profit.
Second half of the year , when more TWS kick in, they will achieve economy of skill… revenue will increase, margin and cash flow will improve too..

Cheer

Felixck

374 posts

Posted by Felixck > 2021-08-24 09:10 | Report Abuse

economies of scale *

Felixck

374 posts

Posted by Felixck > 2021-08-24 09:35 | Report Abuse

The highest record’s revenue.. from Malaysiastockbiz data is FY17. That time share price is 1.2-1.5…

They just at early stage of “regrown “, i put conservative put RM1-1.2 , is very good return for me already…
Don’t simple sell if you buy in at low price …

See you guys in nx AGM..

Cheer

mf

29,076 posts

Posted by mf > 2021-08-24 14:05 | Report Abuse

24 Aug | 02:05pm
Salutica closes production areas after workers tested positive...

Felixck

374 posts

Posted by Felixck > 2021-08-24 23:37 | Report Abuse

我收到有些股友问我工厂中COVID看法。
我的看法是无需担心
去年11月也试过。关了2个礼拜。

Cheer

stbc1978

37 posts

Posted by stbc1978 > 2021-08-25 09:38 | Report Abuse

but you said now is not a good price to enter

Posted by mercurymercury > 2021-08-25 10:24 | Report Abuse

Close for sanitizer only...

surviver

159 posts

Posted by surviver > 2021-08-25 11:28 | Report Abuse

Personal opinion, the affected area will be close for sanitizer will not a big issue. The good news is increase revenue and profitability and so on, eventually the share price will up.

Felixck

374 posts

Posted by Felixck > 2021-08-25 11:53 | Report Abuse

Stbc1978, I write mandarin better.

是的。股市是低买高卖的地方。特别是这种转机股,确定性会更低。所以要以更低价格投入。
什么是低价?之前我估算在50sen范围。
所以每次跌出50 SEN就是难得的加码/买入机会。跌穿50 SEN 都是市场情绪造成的。MR MARKET给我机会,当然要把握啦!

之前50多SEN买的人如果觉得前景诱人,还可以加码,不要拉高到60 sen,给自己一点安全边际。

没买到现在买的人,其实可以买。只是没有安全边际吧!我们都是投资它的未来。
你用65 SEN买它的未来,你需要1.3才能赚100%
我45 SEN买的话,90 SEN我已经100%。1.3 我已经 188%…

我不是趋势投资者。一只上升的股票,我comment 买,其实有点不舒服。
加上股市里头,有些人真的会因为你的comment就买入一只股票。
买可以,只是股价不是直线上升的。要学会如何处理。别人的comment 只是参考。

你如果看回这股的股价波动。再看这里的comment,你可以学到更多。因为每次这股已大幅下跌,我在论坛和一些股票教学论坛就会看到别人说这股是垃圾。
如果没做好功课,买了很快就卖了。

共勉

mf

29,076 posts

Posted by mf > 2021-08-25 16:22 | Report Abuse

take profit

YC88

82 posts

Posted by YC88 > 2021-08-25 16:26 | Report Abuse

Will go above RM1

abang_misai

2,556 posts

Posted by abang_misai > 2021-08-26 16:52 | Report Abuse

ok noted with thanks

YC88 Will go above RM1
25/08/2021 4:26 PM

Posted by Broke College Student > 2021-08-26 18:01 | Report Abuse

Was worried about the lockdown and Went to their factory. Don’t worry my fellow investors. Full of cars at their factory carpark and bus kilang.

No worries! Business as usual. It’s truth I’m telling. If not verify urself by coming down to ipoh. I’ll see u here

abang_misai

2,556 posts

Posted by abang_misai > 2021-08-26 20:00 | Report Abuse

Too many contra players

fusing79

115 posts

Posted by fusing79 > 2021-08-27 10:06 | Report Abuse

Felixck, 请问如何估计一间公司的真正价值?
一般看到EPS 是 negative, 是不赚钱的公司不能买。 但有些高手可以看到公司的未来,敢敢在低价买入。
请问如何做到?

Agas1234

59 posts

Posted by Agas1234 > 2021-08-27 11:20 | Report Abuse

Salute keep dropping today?

Felixck

374 posts

Posted by Felixck > 2021-08-27 13:36 | Report Abuse

Bro Fushing
谢谢你的问题。文字比较长。因为我顺便当投资笔记来写。

估值“尼家野”,没有真正的估值的啦!只有一个范围+安全边际罢了!
Magic Formula作者本身也是金融系教授,他有写几本简单的投资书,其中一个就是估值,他也表达估值其实都很不靠谱。但,你还是要做投资决策啊?怎么办?


先老实说,我之前估算50-51 SEN范围,之后再根据这个范围做分批买入决策,特别是跌出50 SEN以下是难得的加码机会,而我也只是刚好幸运猜中罢了。。

猜的方法和流程:

1)你要追踪这家公司的过去历史、市场给出的估值、老板的动作背后代表什么。比如老板卖股,一般是不好的举动,但你看回过去,可以得到很好的画面。
不然投资这种亏钱公司很容易被股价低迷时,自己乱乱想,而振出局。

2)BOOK VALUE(之前是34sen-35 sen)
然后,一般情况下,一家连续亏钱的公司,CASH FLOW已经不美,应该会跌穿34 sen以下的BOOK VALUE,可是它只试过几次,而且都是恐慌时期才有。所以我主观判断市场对这个转机股是有期待的。特别是你看回每次业绩出之前都上涨,过后差不多业绩出就调整到接近BOOK VALUE 1.5..
所以我用一半的期待来估算,也就是0.34 sen x 1.5= 51 sen范围。

得到了一个范围后,跌出对我来说是反向累积。但是未来股价起和稳还是靠成长。。所以另外要继续追逐就是“成长” 这一块。说明是成长,代表未来,其实没有人知道,所以低价参与,把时间拉长1-3年是其中一种策略。


最近市场得到明确的宣布,也就是公司得到了一定量的TWS。所以我把预期估值提高。book value 35 sen x 2= 70 sen..

如果要买入的人可以参考这个➕安全边际。example : 0.7 sen discount 10%= 63 sen. 要折扣多少你自己决定。。然后看市场有没有机会。

必须说明:
1)我用猜是因为投资是投资未来的。未来没有80-100%准。
就算猜对了,也要保持谦虚,不然很容易陷入以为自己下一只股也会重复猜对的陷阱,忽略风险管理。

2)每一只股都不一样。所以为何我喜欢用半年以上时间来研究、买入、追踪一家公司。这样你会熟悉公司,不止不会乱了阵脚,还可以在别人不喜欢或股价下跌的时候大量累积。过后别人效率的发现它时,就已经进入安全价格范围,什么时候套利的掌控权会慢慢提高了。


投资市场有个很大的缺口可以赚钱:

因为不管是消息面、技术面、基本面,学的东西基本一样,但绝大部分都希望用这些工具找出短期1-2个月会起的股票。这很符合人性。每个人也一定买过一买就起的股,但很少可以持续复制。
毕竟3K资本,30%回报,滚动40 次就可以身价过亿了。这种短期回报非常恐怖和几乎不可能。

所以当没人要注意一只股票时,你又做好功课,又愿意以年作为投资期限,就有时间加大资本和建立组合分散风险,这样不止达到资本投入够,回报%高的财富累积目标。

共勉

Investeye

2,347 posts

Posted by Investeye > 2021-08-27 15:49 | Report Abuse

Forming of double top , not a good sign !

fusing79

115 posts

Posted by fusing79 > 2021-08-29 17:06 | Report Abuse

Felixck 师兄
非常感谢你的回复,我会慢慢领会。
同一个时间,请问你建议买进多少只股票?
请问你有share 你的知识在 facebook 或 telegram 吗?

Felixck

374 posts

Posted by Felixck > 2021-08-29 20:16 | Report Abuse

FUSHING兄。
FB或者TELEGRAM没有。
我还在学习而已。
加上开群犹如时间被绑架了。因为股价波动,一定常常会有人来问怎样/什么事?要买卖or HOLD?我不是为了教股票赚钱,所以不想让自己陷入这个漩涡… 请见谅。

至于多少只。我以前少过100K, 一年只买1-2只。每一只赚100%才卖。(当然这100%才套利的原则后来也让我受大伤,过后再改良了)

后期超过100K数额就4-5只。
现在资产分布在美国、新加坡、香港和大马。各有各的目的。

我最近看一本书,我自己以前的投资方式很像这位日本作者。

书名:
《挑出穩賺股的100%獲利公式:專買「一年會漲三倍」的爆賺小型股,3萬本金在10年滾出3000萬!》

不过这位日本作者有一点做得很好就是赚大了给自己时间休息。这建议我深深认同。
因为当你赚到很多,加上年轻,很容易以为自己很厉害,然后要加快达到百万,而忽略了市场会有循环。找不到投资目标还硬要投资。



好了。那么如果我资金10K,买10只有没有好处?有!就是你如果每一只都认真学习和分析。这些以后会变成很有用的数据。
过后你可以淘汰哪些亏钱的股票。检讨是不是自己不适合那类型的投资方法。


股市如人生,没有绝对答案。你觉得agar agar好像可以,运用了再检讨和优化,那就是你最佳方法。

我最后建议是先集中几只,研究深入,分批买入。原因是去年刚股灾不久,股市还有公司有少许折扣,持有几年,100%回报率不难。

共勉

YC88

82 posts

Posted by YC88 > 2021-08-30 15:19 | Report Abuse

Felixck you use what platform to invest oversea market ya ?

Felixck

374 posts

Posted by Felixck > 2021-08-30 20:39 | Report Abuse

YC88, at 1st use local broker. After that try FSM, tigertrade, EToro…

Felixck

374 posts

Posted by Felixck > 2021-08-31 19:38 | Report Abuse

刚刚再检查公司近期announcement.
其中一个就是公司也是在70 sen以上卖点点库存股。公司也在这70 SEN估值范围卖。
最新估值我加入很好的预期估值,放在约70sen左右。

如果有人想参与这个生意。可以用70 SEN做打折得到个范围价格买入。
根据追踪,就算今年几个季度亏损,估值也是站在50-51 sen范围。之前每次跌穿50 SEN, 对我来说就是很好的累积价格。

在看之前几个季度,只要业绩不能支撑,都会跌下去55 SEN以下。这次业绩出来,站上60 SEN以上。
当然,我不是说不会再跌穿60SEN。
这个是个参考。市场有时候有情绪,当在范围价产生更低价,对于要买入的人来说是很好的机会。

最新业绩公司只是“账面盈利“,但给出了年度TWS产量,所以假设跌穿60 SEN,对我来说是很好的累积价格。(但是我目前暂时没打算累积)
Logi暂时也没回复我email.

*注意
投资前,别人给出的意见只是引导你快速进入某重点。你可以质疑哪个重点,也可以寻找是否是投资机会,深入研究。

千万不要听了就买。因为股价不是直线的,没做功课很容易陷入表面股价波动而直接影响情绪的局面,很多时候会不知所措。

Cheer

coolpe19

10 posts

Posted by coolpe19 > 2021-09-01 11:49 | Report Abuse

nice, TQ Felixck

lucas58

2 posts

Posted by lucas58 > 2021-09-01 17:36 | Report Abuse

Nowadays hard to find a genuine person like Felixck

fusing79

115 posts

Posted by fusing79 > 2021-09-01 21:51 | Report Abuse

Felixck 师兄

感谢你的无私分享。
想不到你投资在那么多国家的股票。
希望你成功。

mf

29,076 posts

Posted by mf > 2021-09-01 21:52 |

Post removed.Why?

Felixck

374 posts

Posted by Felixck > 2021-09-02 11:48 | Report Abuse

If you want to know more regarding latest outlook.
Rakuten invited Salutica’s CEO do sharing via zoom tonight 8pm.

Go FB search Rakuten post.

Cheer

abang_misai

2,556 posts

Posted by abang_misai > 2021-09-02 16:41 | Report Abuse

ok i buy some for contra.

abang_misai

2,556 posts

Posted by abang_misai > 2021-09-02 16:42 | Report Abuse

easy money playing contra when there will be a zoom tonight

YC88

82 posts

Posted by YC88 > 2021-09-02 21:59 | Report Abuse

Anyone listened just now zoom briefing can share ? I missed it

lloydlim

3,969 posts

Posted by lloydlim > 2021-09-02 22:34 | Report Abuse

Double top alr formed so technically looks bearish.

Felixck

374 posts

Posted by Felixck > 2021-09-03 21:54 | Report Abuse

昨晚出席了CEO的讲解。
很多我想知道的最新资讯都有了解答。

它们要打造的ROAD MAP越来越清晰,也是我之前投资它的原因。
现在画面更清晰,我会再次分配更多资金,暂时max会加码拉高到55sen以下。
如果SALUTE明年/后年市值去到1.2, 估值在5.1亿范围,我觉得还不是很难。
但我个人会耐心持有和继续追踪,毕竟生意会变,没有绝对的东西。


致富formula:
3K资本, 30% 回报率,连本带利40次滚动,可以变亿。

关键是少做40次决策,因为40次里头不可能不犯错。


30%回报,需要做三次对的投资才去到120%。
当股价去到1.2, 回报率120%, 我就减少做40次的决策了。

100K资本,120%回报,滚动三次严谨的决策,在以年为回报的时间,就可以先滚到第一桶金。


投资前请自行做功课。
Cheer
祝福这里的股东们。

abang_misai

2,556 posts

Posted by abang_misai > 2021-09-03 22:06 | Report Abuse

US market at all time high. Just a small crisis is needed to trigger a blood bath plummet across the globe.

It's a bit unusual this year due to absence of corrections in the US. Normally, there will be 2-3 corrections per year. This year hasn't seen any correction in Dow Jone in particular.

Margin finance used in the US market is topping USD1 trillion for the first time recently.

Felixck

374 posts

Posted by Felixck > 2021-09-04 12:17 | Report Abuse

Update 前晚Rakuten的信息:

1)最近很多本地和外国基金对SALUTICA有兴趣。哪10%的PP都是它们买的。

2)新客户都是各自领域的领导者。
比如https://www.sonova.com/en
3)Logitech 新的TWS确定是SALUTE生产的。我觉得TWS MARKET多大都是手机品牌占有市场,第三方品牌,我觉得LOGITECH本身强过JAYBIRD很多。

4)预计明年年头会推出第一款TWS GAMING耳机。应该也是LOGI品牌的产品。

为何哪些国外大品牌要交给SALUTE独家设计和生产它们的产品?
首先是它们前身是德国公司,帮助很多品牌生产很多产品。大家已经有了了解和知道SALUTE能力。

如果哪天有人出席者,也可以补充更多。
谢谢
Cheer

Posted by SeekingValue > 2021-09-05 09:08 | Report Abuse

Salutica is an ODM company and not a typical EMS manufacturing OEM products. They are now into TWS earbuds for global brands in sports, teleconferencing and gaming and also into hearables for the hearing impaired such as Nuheara and Sonova.
The recent quarter probably reflected the start of the turnaround and with the institutional participation in the PP recently, it is a sure thing that the coming quarters will show in the numbers.
Research coverage by the banks and brokers is zero at the moment and the sharp cookies buy before the coverage starts.
The upcoming Nov and Feb results will validate the above.

Powerplay666

1,023 posts

Posted by Powerplay666 > 2021-09-06 11:19 | Report Abuse

Super underrated stock. Max capacity revenue of rm400 million easily achieved by year end. Md already gave the clues in the zoom briefing.

Philan008

255 posts

Posted by Philan008 > 2021-09-06 12:23 | Report Abuse

400M per quarter or year ?

Posted by akuantiguru > 2021-09-06 12:34 | Report Abuse

BIG WIN...HUAT AH

Posted by HaroldHuong > 2021-09-06 12:36 | Report Abuse

Many youtuber call BUY, buy own risks

Powerplay666

1,023 posts

Posted by Powerplay666 > 2021-09-06 12:47 | Report Abuse

Philan.. Max annual capacity of 400m. Last qr they did 76m which almost doubled the quarter before that. In zoom briefing, md said they are mass producing new products in the next quarter and will be at max capacity later this year. They have also new customer Sonova who also happened to acquire significant ownership stake in Salute. The potential is already turning into reality.

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