Posted by kpowersohai > 2021-09-03 23:42 | Report Abuse

mana punye rebound??? @warmplayer....... sembunyi mana??

Posted by wallstreetrookie > 2021-09-06 10:56 | Report Abuse

Greatech remain Overweight Short term price target: RM7.8 Long term price target: RM9.5

Fed taper likely to occur in Spring 2022 according to economists and analyst predictions. Automation demands remain at all time high and there is no signs of a reversion to the mean as the world is currently in one of the biggest tech revolution since 1999-2000. Tech will continue to be the place growth investors want to be in.

Posted by wallstreetrookie > 2021-09-06 11:03 | Report Abuse

Favourite Malaysia Small and Mid-Cap Companies

Posted by wallstreetrookie > 2021-09-06 11:07 | Report Abuse

Today US market closed for Labour Day haha

Posted by troy88 > 2021-09-06 11:23 | Report Abuse

Was never a doubt that Greatec would bounce back. It always does..

Posted by Mabel > 2021-09-06 13:27 | Report Abuse

Meow Meow Meow

Posted by Bgt 9963 > 2021-09-07 09:23 | Report Abuse

The new mpi..

Posted by kukubird88 > 2021-09-07 18:51 | Report Abuse

Need to understand the NOSH between mpi and greatec

Posted by Mabel > 2021-09-08 10:11 | Report Abuse

MPI Mabel lock Profits last week when it shoot above RM 46...

Nice BBQ Roasted Kambing last week

Looking forward for another kambing from Greatec soon

Meow

Posted by Mabel > 2021-09-08 10:42 | Report Abuse

#kukubird88 Need to understand the NOSH between mpi and greatec
07/09/2021 6:51 PM

Here are Mabel Top 3 Pick from Mabel's Collection of Malaysian Techs Companies

Greatech Technology Bhd.

Market Capitalization in MUSD 1,855

Greatech reported strong 140% YoY profits growth in 2Q21, driven by Production Line System orders. Growth from its EV portfolio now contributes 89% of PLS revenue and is expected to drive FY21-23E earnings. The company is now focused on securing new customers from the EV, life science and semiconductor industries.

Inari Amertron Berhad

Market Capitalization in MUSD 2,697

RF segment remains Inari’s key earnings driver, contributing 53% of revenue in 4QFY21. Growth outlook is expected to remain favourable in FY22/23E, driven by strong volume loading from key RF customer, Broadcom.

Malaysia Malaysian Pacific Industries Bhd.

Market Capitalization in MUSD 2,078

MPI is commissioning more machines for expansion. The Semiconductor Industry Association predicts the global semiconductor market to grow modestly by 6.2% in 2021, catalysed by 5G, automotive electronics, IoT, smartphones and wearables. WSTS was more positive on 2021 outlook, with global semiconductor sales growth forecast of +20% YoY.

Meow Meow Meow

Posted by Jokers2020 > 2021-09-09 07:33 | Report Abuse

https://www.theedgemarkets.com/article/tech-rm508-mil-investment-penang-south-koreas-simmtech-give-local-equipment-players-boost

Posted by Mabel > 2021-09-10 09:47 | Report Abuse

Greatech Technology to benefit from EV standardization

Automakers have been joining hands through information sharing and standardization as the race to offer affordable electric vehicles (EV) intensifies. Macquarie Equities Research (MQ Research) believes higher EV standardization from the automakers will have a positive spillover effect on factory automation solutions company Greatech Technology (Greatech), with more opportunities as the automakers increase their spending.

Bullish investors who are keen to gain leveraged exposure to Greatech..

Cross-sharing EV platforms indicates higher EV standardization

The Nikkei reported details on EV platform sharing between Honda Motor (7267 JP) and General Motors (GM). The Nikkei highlighted that by sharing EV platforms, the two firms will be able to share >50% of auto parts, standardizing motors, batteries, inverters and other key parts – likely a positive for Honda. MQ Research’s factory automation (FA) analyst reiterated their positive stance on the sector and highlighted standardization will drive structural growth for factory automation applications, with Fanuc as a key beneficiary.


Positive read-through to Greatech


Where does Greatech fit into the ecosystem? From MQ Research’s understanding and channel checks, Greatech does not compete directly with Fanuc (6954 JP) or Keyence (6861 JP) on FA but rather sources components such as vision system, sensors, controllers and industrial robots from these companies to be integrated into its production line for EV which it designs as well.

Greatech plays more of a role of a machine designer and integrator where it installs the FA parts on the production lines as per its clients’ requests which are highly customised. For example, Keyence provides vision systems, controllers and sensors, among others, which are then integrated in the production line of Greatech and used for quality and accuracy checking during subassemblies.

Overall, MQ Research believes higher EV standardization from the automakers will have a positive spillover effect on Greatech with more opportunities as the automakers increase their spending.
Historical high orderbook on its way; RM163m or 30% of additional RM550m orderbook guided 2H21 secured. MQ Research expects orderbook to reach historical highs in 4Q21/1Q22 based on management guidance and was encouraged when Greatech announced RM163m additional orderbook (80:20 split between solar:EV) on Aug 26th which brings its total orderbook to RM369m (1Q21 RM293m). With this, the current orderbook split of RM369m is 63:36:2 solar:EV:others.

MQ Research expects another RM380m to be secured in 2H21. This gives MQ Research comfort in its thesis i.e the effectiveness of its strategy to secure orderbook and acquire clients. Recall, Greatech recently upgraded its capex guidance to historical high of RM280m in FY21-22E (2.6x higher than initial Feb’21 guidance) for its 3rd and 4th factories in Penang, mainly to support growing potential EV customer base, which management updated include the automakers themselves. MQ Research believes there will be more room for share price rerating as new orderbook wins are announced, especially in the EV segment.


Action and recommendation

Maintain Outperform. EV orderbook win materialisation is the short-term catalyst for Greatech. It is a one-of-a-kind cleantech proxy in Malaysia with exposure to global emerging growth trends with 94% FY21E revenue originating from ‘cleantech’ industries; solar and EV.


12-month target price methodology

GREATEC MK: RM8.70 based on a price-earnings ratio (PER) methodology


Gain leveraged exposure to Greatech

Greatech shares have been on an uptrend since mid-May, rising from RM4.97 as of 17 May to peak at a closing high of RM7.45 on 18 August, before losing some of its gains in recent weeks to close at RM6.94 (-0.6%) yesterday, 52.5% higher year-to-date.

Source : Macquarie Group

Posted by alan_azs > 2021-09-10 12:36 | Report Abuse

This greatech now become lousy counter lowh.others been moving but this keep sleeping

Posted by investortrader88 > 2021-09-11 19:02 | Report Abuse

https://www.theedgemarkets.com/article/greatech-buys-industrial-land-penang-development-corp-worth-rm168m-capacity-expansion

Posted by wallstreetrookie > 2021-09-13 09:49 | Report Abuse

Buy the dip

Posted by wallstreetrookie > 2021-09-13 09:49 | Report Abuse

Show some support lol. Nasdaq will be green until early 2022. Don't let Morgan Stanley scare you

Posted by wallstreetrookie > 2021-09-13 09:50 | Report Abuse

You should be worried if you buy Chinese tech though

Posted by kpowersohai > 2021-09-13 12:37 | Report Abuse

Can run ady lorrr, downtrend liao lorrr study the technical chart please. And if want to run, please panic run sell cheap2, i waiting down here haha

Posted by hantamking > 2021-09-13 12:58 | Report Abuse

pbb buy call TP7.7

Source:
https://klse.i3investor.com/servlets/ptres/60790.jsp

cheers ya

Posted by kpowersohai > 2021-09-14 02:12 | Report Abuse

tomorrow to test 6.73 support, get ready for the downwards ride, folks.....remember sell cheap2 for charity ya hahahaha

Posted by Jojobaa > 2021-09-14 15:09 | Report Abuse

Long live GREATECH!

Posted by wallstreetrookie > 2021-09-14 16:03 | Report Abuse

Thursday public holiday. Let's gooo

Posted by BASforce > 2021-09-17 12:28 | Report Abuse

GoGoGo above RM 7

Posted by Bgt 9963 > 2021-09-17 13:16 | Report Abuse

Collecting mode....

Posted by Cakes Moon > 2021-09-17 14:59 | Report Abuse

Okok, all in today!!!

Posted by Mabel > 2021-09-17 15:03 | Report Abuse

Greatech the Great sure OK one.

Posted by BASforce > 2021-09-17 15:21 | Report Abuse

Maybank called RM8.05

Posted by Bursatech > 2021-09-17 19:26 | Report Abuse

Buy now, it will reach 8 before December.

https://www.nst.com.my/business/2021/09/727981/greatech-technology%C2%A0-receive-additional-rm300-rm400mil-new-orders-says?fbclid=IwAR2ZljUjTgqHe3xOsMN3VA90W3VQ9Zl7JvCO3rMFmQR2BM6Zopwz-5QbeY4

Posted by Bgt 9963 > 2021-09-18 10:44 |

Post removed.Why?

Posted by nakata > 2021-09-18 12:18 | Report Abuse

Last month high around RM7.50 with order book of approximately(~) 200mil, price dropped to ~6.80 with additional orders and total up 369mil , with the price of ~ RM7.10 for nearly double of existing order book which expecting to be 550mil ..when shall we invest ? Past(200mil) , recent(369mil) or now(550mil) ? except of Genetec which has less shares, with the order book of 99mil, how does it beat Greatec ?

Posted by kpowersohai > 2021-09-21 09:28 | Report Abuse

SENTIMENT NOt good now... will drop more. becareful,

Posted by Bgt 9963 > 2021-09-22 09:34 | Report Abuse

Fly to the moon...

Posted by troy88 > 2021-09-22 11:41 | Report Abuse

Business prospects still good and very promising. No worries..

Posted by cheeseburger > 2021-09-22 15:02 | Report Abuse

sold

Posted by 1invest1 > 2021-09-23 09:02 | Report Abuse

KUALA LUMPUR (Sept 23): RHB Retail Research said Greatech Technology Bhd is poised for a technical breakout.

The research house said if a breakout happens above that level, buying pressure may re-emerge to drive the stock towards the RM7.60 historical high, before printing a new high of RM8.00.

https://www.theedgemarkets.com/article/greatech-poised-technical-breakout-says-rhb-retail-research

Posted by investortrader88 > 2021-09-23 11:54 | Report Abuse

Uptrend .everyone huat !

Posted by troy88 > 2021-09-23 11:56 | Report Abuse

Rested enough and getting ready for the next surge..

Posted by Mabel > 2021-09-23 23:53 | Report Abuse

Meow Meow Meow

Posted by Bgt 9963 > 2021-09-24 08:59 | Report Abuse

Great again....

Posted by cheeseburger > 2021-09-24 09:55 | Report Abuse

start profit taking.

Posted by chowlang > 2021-09-24 10:16 | Report Abuse

Malaysian stocks nowadays depend on the promoters. Since Malaysia SC is very loose, stocks can be easily manipulated. FA temporarily is unusable here in KLSE.

Posted by troy88 > 2021-09-24 16:23 | Report Abuse

As I said before, always comes back!

Posted by Bgt 9963 > 2021-09-25 08:44 |

Post removed.Why?

Posted by Mabel > 2021-09-25 14:28 | Report Abuse

#pang72 Good start for my 3rd tech company..
Genetec, pmbtech then greatech...
24/09/2021 10:43 PM

pang72 is a fast action takers

Well Done!

Posted by Mabel > 2021-09-25 15:44 | Report Abuse

All the 3 above has e...

Genetec, pmbtech then greatech

Mabel Meow

Posted by Mr.Sm Invest123 > 2021-09-26 15:58 | Report Abuse

24 Sep 2021 Chinese silicon metal market prices by region Chinese silicon ... China Silicon Metal Production Process Research Report 2021

http://www.asianmetal.com/SiliconPrice/Silicon.html

Posted by Mr.Sm Invest123 > 2021-09-26 15:59 | Report Abuse

PMBT is banking on Silicon as an essential material for our future economy.

Silicon is the basic material for solar industry.
Tesla intends to replace cobalt with silicon for its batteries.
China alters global silicon supply demand balance as it pivots on environmental friendly policies.
These factors drove silicon price to a fresh 3-year high.

Majority own and manage by the Koon family, PMBT and PM are of the same playbook. More importantly when PM started off with less resources and market recognition in the past, today’s PMBT – leverage on experience acquired and the market respect from PM – earning will ramp up swifter.

Silicon metal is an important element added to various grades of aluminum alloys used in performance applications such as automotive components and aerospace products.

Silicon metal also is a critical raw material in the production of silicone compounds used in numerous products including sealants, adhesives, rubber gaskets, caulking compounds, lubricants, food additives, coatings, polishes, and cosmetics, among others.

In addition, silicon metal is the base material in the production of polysilicon, a purified form of silicon used in solar cells and semi-conductors.

In summary, Silicon demand will be driven by solar and electronics in many years to come, whilst supported by its widely adopted application in various industries currently.

Growth factors

Management and efficient Hydro power supply
The competitive advantage of the PMBT series of companies lies in its lean production cost. On top of the very capable management strength, the ultra-competitive position is because of its power procurement contract with Sarawak Energy i.e. Bakun Hydropower.

Silicon production requires substantial amount of power. Energy cost as a single cost component weights more than 40% of the total production cost. The availability of an efficient energy sources alone determines the survival rate of the business.

By securing the ultra-competitive Bakun hydropower supply contract – which is one of the lowest in the world, PMBT will emerge as one of the lowest cost producer in the world.

https://klse.i3investor.com/blogs/tapdance/2020-12-07-story-h153744681...

Posted by Bgt 9963 > 2021-09-27 08:48 | Report Abuse

Loot9e....!

Posted by mf > 2021-09-28 08:53 | Report Abuse

Nasdaq 14,969.97 -77.729 0.52%

Posted by Bgt 9963 > 2021-09-28 09:06 | Report Abuse

Down trend....