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Overview
Financial Highlight
HeadlinesBusiness Background P I E Industrial Bhd is a Malaysia-based company principally involved in investment holding and provision of management services. The group has three reportable segments, Manufacturing of Industrial Products, Trading of Electrical Products and Investment Holding. Manufacturing of industrial products, includes cables and wires for electronic devices, cable moulding compounds and PCB assemblies, cable and wire harness to the computer, communication, consumer electronic industry and cable assemblies. Trading of Electrical Products includes peripheral products of computers, telecommunication, consumer electronics and cable assembly products. Electronics Manufacturing Services and Wire and Cable Manufacturing is the core businesses and main revenue contributor to the group.
  perangbrown IE Industrial Bhd’s first half of the financial year 2019 (1HFY19) earnings largely in-line with its core net profit (CNP) of RM8.68 million was largely within our and consensus’ full-year estimates at 23% and 22% respectively. We have excluded net addition of impairment losses and net reversal of inventories written down amounting to RM120,000 from the CNP. Cumulative CNP improved by 4% year-on-year (y-o-y) to RM8.68 million as revenue increased by 15.8% to RM332.2 million. We note that the lower profit margin for the same comparative period is mainly due to the new project for a high volume product which led to operational inefficiency particularly in the first quarter (1Q). 15/11/2019 5:20 PM Felicity what I saw from PIE's results http://www.intellecpoint.com/2019/11/positive-trend-from-trade-war-should-be.html 16/11/2019 1:44 PM  James Ng https://klse.i3investor.com/blogs/general/247992.jsp [转贴] [P I E INDUSTRIAL BHD：现有客户对电子制造（EMS），原始电线电缆产品，线束产品和贸易活动的需求减少] - James的股票投资James Share Investing 16/12/2019 8:28 AM kokchengkai guess PIE oredi sign the Order from new customer tht they keep mention last month ... arround 30million profit OTW 16/12/2019 4:22 PM  Mabel Thanks for sharing all your insights. I read all your comments and did my own research. Happy to be part of PIE future success story. Very please to see so many familiar names here. Cheers! Huat Chaiii 17/12/2019 5:48 PM Mabel Moving Average (Short Term) SELL Moving Average (Mid Term) BUY Moving Average (Long Term) BUY I suppose it's OK if you are buying for Long Term.. 21/12/2019 9:56 AM Mabel P.I.E. Industrial has pulled-back after failing to break above the resistance price of RM1.46. With a neutral RSI, uptrend momentum may resume if it breaks above the resistance price of RM1.46 in upcoming sessions. If this happens, its short-term target price will be RM1.53 followed by RM1.60. Support price is anticipated at RM1.39, whereby traders may exit on a breach to avoid the risk of a further correction. Trading Call: Buy upon breakout above RM1.46 Target: RM1.53, RM1.60 (time frame: 3-6 weeks) Exit: RM1.39 Source: AmInvest Research - 20 Dec 2019 21/12/2019 9:57 AM uptrending Yes, it is on the path of uptrend Weekly MACD already made the GC and in positive territory Monthly MACD, the more important monthly MACD has also made the GOLDEN CROSS OVER. Even Daily MACD are in positive territory though still flirting with the GC. It is above the 100 MA and 200 MA. It is a matter of time to rise above 150 ++. How low can it be pressed down against such strong technical signals. 06/01/2020 2:14 PM uptrending 315K shares @1.43 last minute why withdrawn huh? Let's buyers clear you mah... Tomorrow pls Park again! 06/01/2020 5:21 PM uptrending https://klse.i3investor.com/m/blog/kianweiaritcles/2019-11-20-story-h1480274324-Positive_trend_from_trade_war_should_be_coming_through_PIE_Industrial_a.jsp PIE IS A BENEFICIARY OF THE US-CHINA TRADE WAR 06/01/2020 11:09 PM uptrending PIE Quarter Report History FY........ No.......Rev........PB.............PAT.... EPS Trend Dec19 3 166,482 22,650 17,447 4.37 +115% Dec19 2 180,581 8,706 8,022 2.09 +15% Dec19 1 151,652 1,471 777 0.20 - 89% Dec18 4 199,950 22,823 20,823 5.42 -13% Dec18 3 174,422 14,090 8,118 2.11 +335% Dec18 2 141,624 8,736 6,984 1.82 -35% Dec18 1 145,260 9,736 7,218 1.88 - 38% Dec17 4 183,287 31,212 23,860 6.21 +1% 2 consecutive of earning growth especially the last quarter, 3Q2020. fulfilling the so called KYY Golden Rule, Traditional 4Q is the strongest Q. Prospective PE trending towards 10 and below. 07/01/2020 6:40 AM uptrending The controlling shareholder of PIE is Pan Global which is majority owned Pan International from Taiwan. And more importantly, FOXCONN owns majority shares in Pan International.. PIE can source for purchases at competitive prices since the company is a member of the FOXCONN group of companies. 07/01/2020 11:05 AM uptrending 13. Neoh Choo Ee & Company, Sdn. Berhad 2,079,000 Dr Neoh Soon Kean, a Malaysian Guru in investment holds more than 2 million shares in PIE via the above account since more than 10 years ago and is still holding.. 07/01/2020 11:09 AM uptrending On Elliott Wave Count, now likely at the tail end of consolidation wave 2 after wave 1 rising from 1.09 to 1.55 The next upwave, wave 3, which is longer and would move higher, will lift the price up by 1.618 times of (1.55 - 1.09), 74 cents, to surpass RM2.. My 2 cents.. Cheers! 07/01/2020 11:31 AM  popo92 This price is quite attractive to be honest. The only concern is the sustainability of margin from new contracts. They are transitioning themselves from low margin-high volume business to higher margin one. 08/01/2020 11:39 AM uptrending Surely the holding company in Taiwan not doing well as they have manufacturing sites in China, affected by trade war. As a result, can expect more diversion to Malaysia and Thailand. http://www.panintl.com/services-overview.htm 10/01/2020 7:31 PM uptrending "Our manufacturing sites reside in low cost regions including: China Malaysia Thailand Stated therein..." So P. I. E would benefit due to the US - China Trade War 10/01/2020 7:33 PM uptrending P I E does not depend on Foxconn or the holding company Pan International, Taiwan for business. They also have customers sourced and dealt with directly. 12/01/2020 8:49 AM uptrending Noted that as of March 21, 2019 and listed in the AR2019 as the 30th largest shareholders, Dr Lin See Yan, the former Bank Negara Deputy Governor, holds 1,000,000 PIE shares. Notably, Mak Tian Meng was the third largest shareholders, holding a 3.1% stake. Mr Mak was the GM of Ong & Co, a stock broking house in Singapore. He was invited by Dr Lin See YAN to be advisor to Pacific Pearl Fund and Pacific Premier Fund during the Asian Financial Crisis in the late 90s. Read interesting attachment below. A very successful investor, Mr Mak Tian Meng, invested big in PIE. https://www.interpac-asset.com.my/chapter-16-when-to-sell-investment-lessons-from-a-seasoned-investor-mr-mak-tian-meng/ 16/01/2020 6:54 PM  |
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