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Last Price Today's Change   Day's Range   Trading Volume
2.47   0.00 (0.00%)  2.47 - 2.47  14,600
3,591 comment(s). Last comment by GooShen at Apr 22, 2019 5:46 PM
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Aero1
1124 posts

Posted by Aero1 > Apr 26, 2018 4:34 PM | Report Abuse

Will only take a look if it drops below 1.50 ..


Aero1
1124 posts

Posted by Aero1 > Apr 26, 2018 4:35 PM | Report Abuse

Forget about the dividend ... folks


RedEagle
2190 posts

Posted by RedEagle > Apr 26, 2018 9:37 PM | Report Abuse

Hsi C1x c3b c3d h2z h4a


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 1:07 AM | Report Abuse

Mr Yen Woon@SC Low is trading using 3 separate trading accounts? Selling from SG a/c, and buying from MY a/c! Seem likes millionaires are putting money in SG, now want to bring back money.


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 1:28 AM | Report Abuse

Mr John Chia, is the most steady one, keep on buying, all year long, every years! Keep on averaging down. Although he did sold once @4.00, nearly at the peak, for 6mil cash. But he already add more within these 2 years.

Share price can go up, or down, or go further down. It follows people emotion, or the so call market sentiment.

But insider is buying. That means one thing, he has confident in the company to do well going forward. I think that's is a good message for long term investment!


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 1:43 AM | Report Abuse

Timing the bottom is very difficult! Even professionals get it wrong most of the time.

If discards the forex loss (likely carry on for 2 more qtrs which is only short term), the company is still performing quite well. And it's already dropping 55% from the peak. Market is over-reacting now! So, I think current price is a good buy.

If it go further down, sure good opportunity to average down.


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 2:31 AM | Report Abuse

If you take out the forex loss (9.9m) and normalized the capex (~30m per qtr),
the net profit = 6m + 9.9m + 15m = 30.9m (9.6% NP margin) = ~4c eps
which is still quite good.

In general, more capex means more business ahead.


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 2:35 AM | Report Abuse

And once Battam's plant breaks even in 2H18, the valuation will be even better!


Lcy98
103 posts

Posted by Lcy98 > Apr 27, 2018 7:08 AM | Report Abuse

Time to get rid of Alexander Chia. Hopeless poser who is supposed to be managing the operations of the business


Alex™
11691 posts

Posted by Alex™ > Apr 27, 2018 9:48 AM | Report Abuse

fire incoming~


Fabien Extraordinaire
1026 posts

Posted by Fabien Extraordinaire > Apr 27, 2018 10:00 AM | Report Abuse

But Unisem earnings is in a downtrend. Dropping for 6 quarters consecutively. Any thoughts?


Fabien Extraordinaire
1026 posts

Posted by Fabien Extraordinaire > Apr 27, 2018 10:03 AM | Report Abuse

EPS

Q4 2016 = 7
Q1 2017 = 6.12
Q2 2017 = 5.74
Q3 2017 = 5.51
Q4 2017 = 4.26
Q1 2018 = 0.82

Numbers dont lie. How to agree with management optimism?


newbie8080
1231 posts

Posted by newbie8080 > Apr 27, 2018 10:06 AM | Report Abuse

Most semicon are in correction mode right now...seems to continue for some time


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 11:29 AM | Report Abuse

That's not apple to apple comparison. It's rather complicated. I believe forex has a part in the costs as well, which is not reflected in forex loss, e.g. material costs are higher (i.e. copper/gold increased by +20%/+9%).

If you use revenue in USD (assuming you applies the right ex-rates), I think that will give a better picture of the overall business performance. Management did hint that, in USD terms, YoY +1%, QoQ -5%.

USD/MRY: 1Q18 3.92, 4Q17 4.16, 1Q17 4.45


Aero1
1124 posts

Posted by Aero1 > Apr 27, 2018 2:43 PM | Report Abuse

It is not only FX, the end market for semicon is not good. Volumn down and cost pressure intensified.


Aero1
1124 posts

Posted by Aero1 > Apr 27, 2018 2:43 PM | Report Abuse

Valuation still too rich!


Aero1
1124 posts

Posted by Aero1 > Apr 27, 2018 2:45 PM | Report Abuse

1.80 still a good price to exit.


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 8:54 PM | Report Abuse

Revenue in USD. Data can be obtained from the company's website.
2018Q1 81900
2017Q4 85933
2017Q3 89667
2017Q2 84366
2017Q1 81026
2016Q4 83741
2016Q3 79395
2016Q2 79968
2016Q1 75890
2015Q4 81809
2015Q3 81362
2015Q2 82103
2015Q1 78106
2014Q4 86060


CentnSenses
181 posts

Posted by CentnSenses > Apr 27, 2018 8:59 PM | Report Abuse

CIMB [Buy] target 2.50

https://www.thestar.com.my/business/business-news/2018/04/25/cimb-research-retains-add-for-unisem-but-lowers-target-price/

MorningStar [] fair value 2.56

http://quotes.morningstar.com/stockq/analysis-report?t=XKLS:5005&region=mys&culture=en-US&productcode=MLE&cur=


kelvin
1941 posts

Posted by kelvin > Apr 28, 2018 6:04 PM | Report Abuse

Tp raised to 4


Data5000
384 posts

Posted by Data5000 > Apr 29, 2018 12:28 PM | Report Abuse

monday limited down


zurich80
43 posts

Posted by zurich80 > Apr 29, 2018 9:20 PM | Report Abuse

RM 1?


tingkap
512 posts

Posted by tingkap > Apr 30, 2018 9:36 AM | Report Abuse

dividend ex date 3rd may 2018. RM0.04


CentnSenses
181 posts

Posted by CentnSenses > Apr 30, 2018 9:55 PM | Report Abuse

Good. This beast is finally calm down.

Now all eyes on Apple quarter report tomorrow. I guess the key thing is not how bad Apple performed, but its next quarter guidance.


CentnSenses
181 posts

Posted by CentnSenses > Apr 30, 2018 10:00 PM | Report Abuse

For those pessimists, new waves of smart phones are going to storm the market again in very near future. PC may be dead, but smart phones still very young!

https://finance.yahoo.com/news/tsmc-talks-5-nanometer-chip-224600000.html


USApg
782 posts

Posted by USApg > May 1, 2018 10:34 PM | Report Abuse

https://www.youtube.com/watch?v=Qn80TwjK8vc
日月光頭痛!?控股掛牌首日出師不利!- 阿斯匹靈 蔡明彰《57金錢爆精選》2018.0430


pang72
3637 posts

Posted by pang72 > May 2, 2018 3:30 PM | Report Abuse

is not pessimists, but game over for unisem.


allenroy
178 posts

Posted by allenroy > May 2, 2018 4:09 PM | Report Abuse

technical analysis shows there will be a uptrend

after a small correction tomorow after the ex date of dividen


alivetoinvest
986 posts

Posted by alivetoinvest > May 2, 2018 6:57 PM | Report Abuse

Undervalued..
Super cheap sale :)


CentnSenses
181 posts

Posted by CentnSenses > May 2, 2018 10:15 PM | Report Abuse

Apple Q2 revenue $61.1b (where iPhone covers 62%), Q3 estimate $51.5b - $53.5b. About 14% reduction.

Communication segment covers 26% of Unisem's revenue and half the business from Apple.
So, the effect is 14% x 50% x 26% = about -1.8% impact on Unisem's revenue.

Even if you assume worst scenario of 31% iPhone production cut.
The effect is 31% x 50% x 26% = about -4% impact on Unisem's revenue.

The loss business from Apple still can be covered by growth in other Consumer (IoT), Auto, & Industrial segment.


CentnSenses
181 posts

Posted by CentnSenses > May 4, 2018 1:53 AM | Report Abuse

Wow! Insiders keep on adding positions. The future must be very bright for Unisem!


pang72
3637 posts

Posted by pang72 > May 4, 2018 10:17 AM | Report Abuse

directors accumulate shares to earn the dividend. they will focus on the company performance first and can even wait 3-4 years for share price to go up ... can you wait this long ?


Cockroach Paul Lee
404 posts

Posted by Cockroach Paul Lee > May 4, 2018 5:56 PM | Report Abuse

Buy n keep for 2 years, sit back and relax watch tv.... TP 2.80. Jot down now and come back after 2yrs see wether my dream came true or not lol


kelvin
1941 posts

Posted by kelvin > May 4, 2018 7:09 PM | Report Abuse

Will continue sink as long as ringgit keep improve tp 1.0


huahtai98
443 posts

Posted by huahtai98 > May 4, 2018 9:21 PM | Report Abuse

Ringgit weaken again lately...
US$1=RM3.93 now.


Cockroach Paul Lee
404 posts

Posted by Cockroach Paul Lee > May 4, 2018 9:31 PM | Report Abuse

If Unisem sink to 1.00, anyone know need how many RM to become a 5% holder of the company? How to calculate?


kelvin
1941 posts

Posted by kelvin > May 4, 2018 11:20 PM | Report Abuse

Rm36 million only. U got?


Cockroach Paul Lee
404 posts

Posted by Cockroach Paul Lee > May 5, 2018 12:33 AM | Report Abuse

36 million rupiah i have now lol


CentnSenses
181 posts

Posted by CentnSenses > May 5, 2018 12:45 AM | Report Abuse

Something to expect from new iphone this year. There could be some positive element of surprise for Unisem.

https://www.macrumors.com/2017/12/29/what-to-expect-from-apple-in-2018/


kelvin
1941 posts

Posted by kelvin > May 5, 2018 10:12 AM | Report Abuse

Centsenses as mentioned in the quarter report the main reason unisem drop is usd drop. So in order for unisem to protif back usd need to up against ringgit first.


loonginv
586 posts

Posted by loonginv > May 5, 2018 11:58 AM | Report Abuse

waiting at 1.65


kelvin
1941 posts

Posted by kelvin > May 5, 2018 5:32 PM | Report Abuse

Waiting at 1.5


CentnSenses
181 posts

Posted by CentnSenses > May 5, 2018 7:23 PM | Report Abuse

@kenlee, profit = f(revenue, cost, forex, ..etc). The company cannot control forex, so they had to bring in more orders. Unisem still have lots of capacity to complete more orders. That's its potential to make new high.


CentnSenses
181 posts

Posted by CentnSenses > May 5, 2018 7:28 PM | Report Abuse

Yesterday's soldl down is due to fear effect of US-China trade war. That's more snow for already very low market sentiment. Mr Market like to play on people's fear. When all the dust settle, the share price should go up.


Hafizam
319 posts

Posted by Hafizam > May 5, 2018 7:58 PM | Report Abuse

@ Centnsenses
Agree with u. Just let mr market do his job. All the sentiment will effect the market. When all this sentiment gone one by one, we can see the clear picture. And insider keep buying that is a good sign.


zurich80
43 posts

Posted by zurich80 > May 6, 2018 8:48 PM | Report Abuse

So cheap now.. Parking every 10 sens at RM 1.70 , 1.60.. 1.50.....
Minimum RM 2.50 lah...
CASH rich company.


AuntyLiz
17 posts

Posted by AuntyLiz > May 7, 2018 10:39 AM | Report Abuse

Still going down


loonginv
586 posts

Posted by loonginv > May 7, 2018 10:46 AM | Report Abuse

MANAGE TO GET @ 1.60 TODAY, PARKING N WAIT FOR REBOUND IN NEXT QTR


HL_i3investor
134 posts

Posted by HL_i3investor > May 7, 2018 12:45 PM | Report Abuse

Wow...1.70


Cockroach Paul Lee
404 posts

Posted by Cockroach Paul Lee > May 7, 2018 10:07 PM | Report Abuse

all in @1.80 ,too rushy... now no more bullets shoot at 1.60 . T T

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