Highlights
KLSE: MI (5286)       MI TECHNOVATION BERHAD MAIN : Technology
Last Price Today's Change   Day's Range   Trading Volume
2.40   -0.01 (0.41%)  2.39 - 2.42  212,800
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  6 people like this.
 
monetary so MI customers r also Vitrox customers
07/11/2019 8:22 PM
monetary collaboration between 2 market leaders will strengthen their position in the competitive market.
07/11/2019 8:24 PM
Jing Yong Lim 怎么知道QR下个星期出炉的?
11/11/2019 12:23 PM
lambsauce Mi Technovation set to expand beyond semiconductor sector
https://www.theedgemarkets.com/article/mi-technovation-set-expand-beyond-semiconductor-sector
11/11/2019 2:37 PM
bc8660 News out but price drop...not the good days for press release.
11/11/2019 3:15 PM
monetary where is the finance person. still holding MI?
11/11/2019 9:09 PM
Wudishijimo Hope Q3 total sold out 45-50 machines
11/11/2019 9:56 PM
Jing Yong Lim Q3别傻了,哪里可能新厂房订单马上暴增翻倍,没这么快的。明年就有可能
12/11/2019 11:45 AM
Wudishijimo Q3 = 三个月的总数,不是一个月45。
那绝对合理。
12/11/2019 12:16 PM
Jing Yong Lim 有可能哦。。。。。等待吧~
12/11/2019 12:22 PM
monetary share price v stable. qr should b decent.
12/11/2019 2:37 PM
perseushermes Think about this, loudly. If Q3 is sooooo bad, you think he is confident to make the statements like below?

https://www.theedgemarkets.com/article/mi-technovation-set-expand-beyond-semiconductor-sector

Oh said the second half of this year had started to “look rosier” with the increased activities as industry players are seen moving ahead to make capital expenditure (capex) decisions factoring in worst-case scenarios.

“We are optimistic that 2020 will be even better with capex budgets increasing for the industry,” he said, citing the action of Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker.
12/11/2019 5:04 PM
monetary is he hinting TSMC is it's major customer? this time really huat like pig head.
12/11/2019 5:41 PM
monetary I think no company in bursa directly benefits from TSMC besides MI. True?
12/11/2019 5:45 PM
Aries Frontkn is directly benefited from TSMC.
12/11/2019 6:07 PM
Crystal Tan Mi will be entering era of robotic or automation in manufacturing..
But now Mi is the only one company in Malaysia provide packaging service.
If later entering automation era, does it can compete with pentamaster?.. How you all thinking ya?..
Mi still too yong in everything, such as technology, business model. Etc
12/11/2019 9:39 PM
Crystal Tan We can find pentamaster offer several service in their website.. Their product, technology is penetrating many field of industry, but I only can search 4 products in MI website....perhaps Mi will keep growing and able compete with pentamaster and vitrox one day later.. Prove to us that it worth us for invest it for log term.. But now seem like too early to say that
12/11/2019 9:42 PM
Yu_and_Mee TSMC is not Mi major or significant customer. Don't see he talk about TSMC then think it's mi customer
12/11/2019 10:11 PM
monetary Yu and me. Do u have any proof TSMC isn't MI customer? I m just speculating. Hope u can enlighten us.
13/11/2019 5:34 AM
monetary Crystal Tan. Welcome onboard.

Automation

MI isn't competing with Penta in automation segment. MI concentrates in automotive industry automation. Penta in medical & warehouse industries. Vitrox in machine communication type of automation.

Semiconductor

Correct. No competitor in Malaysia for MI wlcs packaging machine. In ATE, MI products just to complement it's packaging machine but not to complete with Vitrox & Penta (in my opinion). In fact, there is some sort of collaboration between MI & Vitrox (according to a former). As the saying goes. Got money earn together better than fight til both dead.
13/11/2019 5:35 AM
monetary From my understanding here is the entry barrier in the order of high to low in semiconductor machines business.

Packaging - Inspection - burn in

Although MI product lineup doesn't have much variety but bear in mind it's position is at the top in terms of entry barrier.
13/11/2019 5:50 AM
monetary Currently market assigned same PE to Penta & MI whereas Vitrox has the highest premium. MI has to show better result (higher sale & profit). Perhaps in the future maket will assign highest PE to MI & same PE for Votrox & Penta?Possible?
13/11/2019 5:57 AM
Jing Yong Lim 你们怎么看好,我怎么低价收购更多的票?等下那个wukong kongkam要笑你们吹牛了
13/11/2019 6:16 AM
Jing Yong Lim MI的管理层已经已经很明示了,看TSMC投入的CAPEX在wafer packaging方面的资金,就知道MI的业绩好坏风向标了。一个TSMC的市值和市占率就吊打了前面10大OSAT公司了。

1:TSMC投入的CAPEX多少钱在wafer packaging equipment,直接让MI受惠

2:同样的TSMC投入的CAPEX多少钱在wafer packaging,然后封装测试的部分,给MI的10大OSAT客户承包来完成,间接让提供机器的MI受惠。

你们觉得哪种可能性比较大?
13/11/2019 6:28 AM
Jing Yong Lim 至于拿MI来跟PENTA VITROX来比较?

业务大多数性质都是不同的,而且不可一概而论
13/11/2019 6:29 AM
Crystal Tan Monetary.. Thanks you for replying.

For packaging and sorting machine, MI have a lot of advantage on it as it is trademark of MI

When check on Pentamaster website, they do provide automation for industry use such as I-Arm-which my previous company had bought from them.

For Mi automation, I really hope they will be doing good and be aggressive somemore putting enough effort to build and create automation robotic service.. Becasue they are not the only company provide automation for industry 4.0. They will be facing a lot of competitor. But I believe their RND team as they doing excellent well in packaging machine. If next year can start provide income from automation service, means for this moment, they should have idea or what machine they going to build for automation sector doesn't it? Maybe we can ask management when we attending EGM held on next week.

To make sure company is heading to correct pathway and thus it can benefit all of us as its shareholder.
13/11/2019 7:12 AM
monetary Jing Yong Lim 非常有远见。direct or indirect doesn't really matter. TSMC is like biggest semiconductor bank. When bank pours $ into market all will benefit.
Crystal Tan. Pls share with us once u got the information.
13/11/2019 7:17 AM
UnicornP QR coming. Remember, results is not important this quarter, director's view on prospect is most important.
13/11/2019 9:56 AM
Jing Yong Lim 期待MI的工程师在研发R&D方面有好的进展。。。。

在本地公司,愿意给刚刚毕业的degree生,基本月薪RM4000。算是全国最高的了。留住人才
13/11/2019 11:47 AM
Jing Yong Lim Wukong啊~可以别一直删除留言吗?看你装逼搞笑
13/11/2019 11:48 AM
monetary 精人看到金静悄悄捨。傻人看到金笑哈哈。
13/11/2019 11:49 AM
Hwai Hooi WuKong wanna buy low mi, no wonder keep said drop let him got chance buy lowest price
13/11/2019 2:13 PM
Hwai Hooi 保持下降 ur fav
13/11/2019 2:16 PM
popo92 Mi is serving OSATs like Amkor ASE INARI and ect, while OSAts serve foundries like TSMC intel samsung... their relationship are not difficult to understand. The increment of capex from TSMC is a good thing for semiconductor industry.
13/11/2019 8:16 PM
Wudishijimo Most people here are positive about its prospect, so do i. And my concern now is what could be the possible negative news/outcome for them for coming quarter.
13/11/2019 8:26 PM
Wudishijimo 万一两年内突破2.6你怎么办呢?
13/11/2019 10:23 PM
monetary 你性吴。名叫刚吗?不如改为诬赖好吗?
14/11/2019 8:57 AM
monetary wukong. 要买就快手。又要起飞啦。
14/11/2019 9:43 AM
Wudishijimo 高手,万一两年内突破2.6你怎么办呢?
14/11/2019 10:16 AM
monetary 不会破2.6。因为没到2.6又bonus了。
14/11/2019 10:47 AM
Collin Soo Trading volume become less as very body waiting for QR released
14/11/2019 11:03 AM
Jing Yong Lim 是不是你心知肚明啦...

到处惹是生非的,舍你其谁?

在KLSE被屌了,然后在这里靠北出气?

滚回去GENTING 和 GENM的帖子找人吵吧~这两家公司要跌了,还不做好准备?还在这里搞有的没的

就好像你之前说的,GENTING GENM要倒闭了啊~
14/11/2019 11:14 AM
monetary Colin. this proved that MI isn't goreng stock. no leak of qr and no insider play. MI can hold longterm.
14/11/2019 11:25 AM
Jing Yong Lim 至于是不是goreng的股票,看你怎么看吧~
14/11/2019 11:48 AM
Collin Soo monetary, ok hold as long as business got improvement
14/11/2019 11:53 AM
loonginv aiyo jylim, some ppl here are just tend to earn fast money, it's ok one
14/11/2019 1:52 PM
Wudishijimo 高手 怎么还是不解决我的疑问,我很好奇你是不是有信誉的人啊
14/11/2019 2:05 PM
Jing Yong Lim 还是静静地看着wukong装逼kisiao的留言吧~
大家自己聊,别理它了
14/11/2019 3:07 PM
monetary wukong. how? no way to buy cheap now? am tui...
14/11/2019 4:53 PM
perseushermes Possible green today?
15/11/2019 10:00 AM


 

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