Posted by Mabel > 2019-07-20 11:33 | Report Abuse

Like I said earlier.. Diamond will always be diamond. It's a woman best friend. Don't you go and sell your diamond and buy some stones..

You will never get your woman back.

All the best guys and gals!

Posted by cytew > 2019-07-21 12:56 | Report Abuse

If Greatec has good growth potential within next couple of years, why not suggest to the boss to issue free warrants to shareholders at current strategic timing,so all shareholders can benefit most with in next few years including the founders of the company...Since they are major and substantial shareholders of the company..

Posted by No right Nor wrong Only to Win > 2019-07-21 13:09 | Report Abuse

Nowadays, those warrants bonus given free away counters;
Its a 2 way extremely share price action.

Its going to accelerating the retracement in short ; only those one with highly growth and increasingly strong order book counters can continue mark higher after short term retracement post free warrant.

There are certain inveators that benchmark the ordinary share price by comparing to the exercise price of such warrants.

SO, IS IT STILL A GOOD STRATEGY FOR GIVING AWAY FREE WARRANTS ?
OF WHICH, ALWAYS WELCOME BY UNKER ?

MY VIEW , IS A NO NO ; UNLESS U WANT TO DISTRIBUTE YOUR SHARE AND CASH OUT & NEVER LOOK BACK.

Posted by cytew > 2019-07-21 13:30 | Report Abuse

Warrants issued at strategic timing , means at the juncture when the company is set to have fast growth rate in next couple of years , like the present moment of Mi as it's new factory with 4+ times capacity has just been completed...Warrants issued at this juncture will serve as "weath accumulation tool" like what has already happened in Revenue Wa now, otherwise the issued warrant would be just as sweetener to shareholders only.

Posted by Mabel > 2019-07-21 15:31 | Report Abuse

+1 ..I agree .it's a natural things to do by GTT Company.

KNM used warrant effectively to draw investors to that counters..

Posted by kk7198 > 2019-07-21 16:31 | Report Abuse

Mind you, the exercise price for Knm warrant is RM1.00 and the expiry date is in April next year.Unless the mother goes above RM1.00, the warrant is worthless.

Posted by Mabel > 2019-07-21 18:25 | Report Abuse

True..True guys..

I only have the mothers....

Posted by kk7198 > 2019-07-21 20:31 | Report Abuse

deMusangking wants to buy daughter!!! Ask General Lee of Knm to issue one.

Posted by Depeche > 2019-07-22 13:04 | Report Abuse

Ready to re-enter GTT and ride the second wave...KNM only needs to check price twice a day since it is in consolidation mode.

Posted by trap666 > 2019-07-22 16:20 | Report Abuse

second wave coming !!!!!!!

Posted by Huchiewneng > 2019-07-22 17:12 | Report Abuse

Greatech habis show

Posted by Depeche > 2019-07-22 17:13 | Report Abuse

Took profit at 1.18...now 1.05...still pocket 0.13 sens profit for Tokyo vacation...hehe.

Posted by Shines > 2019-07-22 19:24 | Report Abuse

Going by records, should be listed in Main Board, why in ACE Mkt.

Posted by Mabel > 2019-07-22 21:35 | Report Abuse

It's in their plan.

During the press conference, it was pointed out that the IPO adviser screwed up by arranging for listing in the ACE Market at a ridiculously low IPO price. The share price rally comes as no surprise, even more so after the latest quarter results. The ACE market status means many institutional funds cannot invest in the company and this is actually slowing down the rally in share price. management also indicated that they will seek transfer to Main Board soon and this should be a key catalyst in the next year or so.


Against local players, the most comparable custom automation equipment player with high customer concentration risk would be Pentamaster Corporation; up to ~50-60% of Pentamaster’s revenue comes from a single Austrian-based sensor company which is mostly exposed to the smartphone segment. Trading at 16.3x CY19 P/E for 27% FY18-20 earnings CAGR based on consensus projection, Pentamaster is rated BUY with an average TP of MYR5.12 by two brokers based on a P/E pegs of 20.2x/17.7x CY19/CY20.

Today I managed to get on board into Istones which is a competitor to GTT at what I believe is a fair price. This will be my 4th addition of technology companies after MYeG, VC and GTT.

Hopefully this new addition will help to strengthen my Technology portfolios. Problem with technology stocks is that it's very turbulence however it has given me the best return so far in terms of Margin.

Posted by Mabel > 2019-07-22 21:41 | Report Abuse

@Depeche Took profit at 1.18...now 1.05...still pocket 0.13 sens profit for Tokyo vacation...hehe.

I'm already on my 3rd vacation. Currently on a beautiful island of Langkawi ... one of my list of 2nd home..we came here every year..

Japan is beautiful and has been there few times, Tokyo, Yokohama, Kyoto..

Enjoy your holidays...

Posted by Mabel > 2019-07-22 22:46 | Report Abuse

Coming to think of it, if it ever gets below RM 1, I will buy and accumulate.

Next is to wait for any more good news. If non, the closest we can get is the next Q Report..

Here's a recap

Market Cap: RM381 mil
Shares Issue to sell: 119.750 mil shares (IPO 18.780 mil, Company Insider & placement 100.97 mil)

Business: Manufacture of Automated equipment & provision of parts and services for Solar, semiconductor, & consumer electronic sectors.

Geo
Local: 10.01%
Foreign: 89.99% (Vietnam 62.68% & USA 25.37%)

Past Financial Proformance (Revenue, EPS)
2018: RM219.582 mil (eps: 0.0627)
2017: RM93.914 mil (eps: 0.0376)
2016: RM22.703 mil (eps: 0.0115)
2015: RM21.393 mil (eps: 0.0111)

Net Profit Margin
2018: 14.45%
2017: 20.29%
2016: 25.59%
2015: 26.17%

Competitor PE & ROE
Penta: PE22.28, ROE16
Vitrox: PE30.45, ROE24.88
Sam: PE14.18, ROE14.61
Mi: PE21.11, ROE13.42
Genetec: PE7.09, ROE11.38
Elsolf: PE14.29, ROE35.53
Istones: PE 17.39,ROE19.5

Industry Analysis (Asean 2012-2018)
Global Solar Cell & Solar Module Production CAGR:27.4% & 27.4%
Global Sales Semiconductor CAGR: 8.7%
Consumer Electronic CAGR: 6.1%

Istones

Market Cap: RM195 mil
Total Shares: 1.221 bil shares (IPO 61.074 mil, Company Insider/Miti/Private Placement 305.37 mil)

Business: Manufacturing automation business machinery & distribution of hardware & software.

Geo
Msia: 78.2%
S'pore: 12.5%
Philippines: 6.8%
Others: 2.5%

Past Financial Proformance (Revenue, EPS)
2018: RM67.591 mil (eps: 0.0092)
2017: RM60.381 mil (eps: 0.0067)
2016: RM43.127 mil (eps: 0.0039)
2015: RM44.124 mil (eps: 0.0033)

Net Profit Margin
2018: 17.0%
2017: 14.2%
2016: 10.9%
2015: 9.3%

Competitor (PE & ROE)
AT: Loss making.
Genetec: PE9.12 ROE7.41
Greatec: PE12.47
MMSV: PE19.26 ROE11.23
PIE: PE13.5 ROE8.54
Penta: PE19.71 ROE18.46
Vitrox: PE30.23 ROE24.88

Industry Analysis (CAGR 2015-2018, base year 2018)
CAGR: 34.99%

Both companies are heading for IR 4.0 and will benefits from the 5G, IOT and Cloud Technology

It's really exciting to be part of these technology shift..

Posted by Depeche > 2019-07-23 04:07 | Report Abuse

Thanks @Mabel...i will definitely enjoy the Japanese culture, food, scenery and weather. All the best to ur investments...we're in the same counters here, KNM and Istones.

Posted by Richard KH Wong > 2019-07-23 04:37 | Report Abuse

Soon GTT will go back to 0.975.

Posted by cytew > 2019-07-23 07:44 | Report Abuse

Based on Fibonacci principle calculation, it will eventually drift down to 97.5...The calculation is as follows ;

(119-63.5) x 0.618 + 63.5=97.799=97.5/98

Posted by fl888 > 2019-07-23 07:49 | Report Abuse

Sedania is in IOT..should be better ..

Posted by Depeche > 2019-07-23 09:29 | Report Abuse

0.975? Great...I'll re-enter there.

Posted by kelvin > 2019-07-23 10:42 | Report Abuse

long term down trend. sell before sinking to 0.8

Posted by 1502927130032254 > 2019-07-23 15:30 | Report Abuse

Fasten your seat belt

Posted by 1502927130032254 > 2019-07-23 15:49 | Report Abuse

Break 1.1 soon

Posted by Mabel > 2019-07-23 16:52 | Report Abuse

Indeed!

Miss GTT has Girl Power!

It's looking guys and gals!

Posted by Mabel > 2019-07-24 22:09 | Report Abuse

The reason why Greatec command a premium price is because the no of shares in Greatec is limited compare to Istones in addition to the above fundamental shared earlier, Greatec is planning to go for main board next year. Hence it has more upside...

Loves this lobsters...

Posted by Robinson > 2019-07-24 23:08 | Report Abuse

plunge to 0.6

Posted by apolloang > 2019-07-24 23:45 | Report Abuse

0.60 when? hahaha

Posted by Richard KH Wong > 2019-07-25 17:27 | Report Abuse

Testing to add small volume of Miss GTT at 1.04.

Posted by Mabel > 2019-07-26 08:33 | Report Abuse

GTT is rock steady..

Now about same price as my FGV..

Posted by Richard KH Wong > 2019-07-26 09:15 | Report Abuse

GTT 1.01.................

Posted by Depeche > 2019-07-26 10:03 | Report Abuse

Even cheaper now...fortunately i was patient to wait...will see if it breaks 1.00.

Posted by apolloang > 2019-07-26 11:04 | Report Abuse

sharks are gone....hehe

Posted by milo > 2019-07-26 11:28 | Report Abuse

Movement only next quarter come out I guess

Posted by kk7198 > 2019-07-26 11:50 | Report Abuse

Sold at 1.02 n put everything into Knm. Thank you GTT.

Posted by cytew > 2019-07-26 13:29 | Report Abuse

Let the price falls below rm 1.0 first, then advice the boss to issue free warrants to shareholders before the company grows...

Posted by cytew > 2019-07-26 14:50 | Report Abuse

It is cracking pyramid corner support at 101 now, final resting price is at 92／94 range

Posted by Mabel > 2019-07-26 15:11 | Report Abuse

@kk7198 Sold at 1.02 n put everything into Knm. Thank you GTT.

Another good choice. KNM Volume just break above 100 million shares . It broken 0.40 barrier and will soon hit RM 1..

It's the best performance Energy stocks among my 8 Energy Stocks!

Posted by thinkfirst > 2019-07-26 15:46 | Report Abuse

KNM will be the best counter for 2019

Posted by milo > 2019-07-26 16:07 | Report Abuse

@mabel. How long shod I keep my gretech. Any advice?

Posted by Mabel > 2019-07-26 16:19 | Report Abuse

Hi Milo

It depends on your investment strategy.

Technology stocks collectively has been the best in terms of margin for me. . Hence as long as Greatec continues to perform, I plan to hold it. Right now it does not cost me anything to hold it and I'm looking forward for this counter to go for the main board. A good example is my Myeg... It has been one of my best investments.

If you have other considerations to put your money, my advice is to keep it until the next quarter. You need to give a chance for the company to grow and perform..

Posted by Mabel > 2019-07-26 16:22 |

Post removed.Why?

Posted by milo > 2019-07-26 16:23 | Report Abuse

Alright. I was thingking to enter knm too. Nvm, I think just keep my money here.

On the other hand I am also holding stone for long term too

Posted by Mabel > 2019-07-26 16:34 | Report Abuse

I'm already on board in Istones too..

All the best Milo!

Posted by Aries > 2019-07-26 16:36 | Report Abuse

I think it will rebound soon. It is so oversold right now.

Posted by northeasttrend > 2019-07-26 16:59 | Report Abuse

Mabel & milo... glad we are on the same boats

Worth holding greatec and istone.. cheers!

Posted by kk7198 > 2019-07-26 17:43 | Report Abuse

Mabel, I have to take profit when it dropped below 1.03. I may buy Greatec again later.Now just concentrate in Knm.Hope to make some money there.

Posted by Depeche > 2019-07-26 18:54 | Report Abuse

Next week could see 0.98...let's see...too attractive to ignore now.

Posted by 553871575098935 > 2019-07-26 20:13 | Report Abuse

Keeping my eyes open..but KNM offer better potential. I might in if goes below 95c

Posted by Mabel > 2019-07-26 23:06 |

Post removed.Why?