KLSE (MYR): ELSOFT (0090)
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I think automation related counters may worth a look.
https://www.isaham.my/sector/automation
2022-08-22 09:18
Current Year Prospects:
The management of Elsoft expects weaker demand for Autmated Test Equipment ("ATE") in second half of 2022 as customers have postponed on capital expenditure (CAPEX) due to supply chain disruption.
Although these are uncertainties,the Management remain confident on the Group's prospects for the year ahead
2022-08-22 14:47
As the world faces a shortage of semiconductor chips brought about by several factors, the expected increase in demand has left investors wondering if buying pressure could return to the semiconductor sector.
2022-11-08 13:19
US semiconductor and tech companies located in China may need to move some of their activities out of that country, and Chinese companies would also need to find ways to ship their products to avoid additional tariffs. This means there are opportunities for Malaysian firms to benefit,
2022-11-08 13:19
semi con continue to stay high demand on chip and many other component, elsoft is standing at the very beneficial position now
2022-11-08 13:20
Infineon Technologies AG Chief Executive Jochen Hanebeck supports contract manufacturers building more chip factories in Europe to reduce his company's reliance on suppliers in Asia, he told Reuters on Tuesday.
"We would very much welcome even more capacity being established in Europe," Hanebeck said in an interview, adding he was particularly interested in chips in the range of 28 to 12 nanometres.
2022-11-16 15:54
The semiconductor company is dependent on state support for the Dresden factory, Hanebeck said, adding that although a funding decision had not yet been made, he has received a political signal.
The economy ministry said separately on Tuesday it would "quickly examine the funding possibilities for the project announced by Infineon in terms of state aid and subsidy law."
2022-11-16 15:54
Global semiconductor equipment billings rose 9% in the third quarter of 2022 and 7% year-on-year to US$28.75bil, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).
2022-12-01 16:39
Semiconductor equipment revenue growth in the third quarter remained in line with positive forecasts for 2022,” SEMI president and CEO Ajit Manocha said in a statement.
“The 9% quarter-over-quarter increase in equipment spending for Q3 reflects the semiconductor industry’s determination to bolster fab capacity to support long-term growth and technology innovation
2022-12-01 16:40
Let us see how investors react today. Result was helped by land sale. Its business/revenue was terrible.
2023-02-20 08:51
我的个人Elsoft交易计划
https://klse.i3investor.com/web/blog/detail/bludotalphatraderrecord/2023-03-29-story-h-275079116
2023-03-29 18:45
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
The fundamentals of this company have deteriorated significantly since year 2019. From high ROEs (30%+) from 2013 to 2018, its ROE was 5% in 2023.
Many lessons can be gained from studying this stock to benefit our investing.
It is extremely important to understand the business, its business model and particularly its economic moat(s) of a company. This is so essential, especially for those who are investing for the long term.
Regards.
2024-02-25 07:37
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$â¬Â£Â¥
ht tps://myinvestingnotes.blogspot.com/2024/02/elsoft-at-glance.html
2024-02-25 07:40
GAINERS702
can i trust you @mr.bean?
2022-02-21 15:12