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  *Sincere_Analyst*(The Best Analyst) told you, bad result and this stock cannot touch. those that bought $8, must be in holland selling salted duck egg now. 03/01/2019 7:17 PM safewinner guys, please please forgive *Sincere_Analyst*(The Best Analyst) ,he a little bit mad after stuck in Inari at 1.70+ 03/01/2019 11:26 PM *Sincere_Analyst*(The Best Analyst) Don’t waste time with this counter, bad quarter reported. Cannot hope. Other counter easily 20% from recent low. Forget about this cold stock. Not going to give you decent bonus for cny 09/01/2019 4:09 PM qqq3 Vitrox....no other ( or very very few) local company more innovative, more relevant to Industrial 4.0, more flexible, more competently managed. from page 27 of AR Adoption of Industrial 4.0 into the electronics manufacturing industry creates great opportunities for our advanced 2D & 3D vision inspection equipment. Armed with V-ONE cloud based “Software as a Science” (SaaS) tool that comes with machine to machine connectivity & communication, data analytic and self-learning capability, our customers now can reap the benefits of Industrial 4.0 where key manufacturing and equipment information is made available easily everywhere, anytime via dashboard that can be self-customized according to customers' requirements. In addition, predictive analytics, alert trigger plan and ticketing trigger system are core features available in the V-ONE application that will further boost customers' productivity and effectiveness in their manufacturing floor. Apart from the above, in the next few years, ViTrox business strategy will be shifted from purely organic growth to pursuing both organic growth and mergers and acquisitions to increase total addressable market and technological breakthrough. With ViTrox long term and strategic initiatives and investment in the new data centric era, ViTrox is ready to capture the growth opportunities brought about by the Industrial 4.0. =========== Highly recommended for long term investors. Markets will go up and down...but this company got only one way to go and that is UP...... 17/01/2019 12:03 PM  (US/CHN trade war doesn't matter) Philip Qqq3 when you started position in vitrox? Recently? Interested in looking at it more. 31/01/2019 8:09 AM longkor88 Cognex and Keyence are not their competitor. In fact, they are the suppliers for 0097. One of the competitors that is doing well in market is Kohyoung (Korea) that actually occupied 50% of the SPI market in the world. 11/02/2019 12:53 PM qqq3 y (S = Qr) Philip > Jan 31, 2019 08:09 AM | Report Abuse Qqq3 when you started position in vitrox? Recently? Interested in looking at it more. =========== me? since $ 2.50 ( adjusted ex all price ).....my opinion of this stock is that u can keep this for 10 years and get multiple baggers.....too bad, I did not buy enough and have been trading with it....... my last purchase is $ 6.18......this time not for trading..... 11/02/2019 12:58 PM qqq3 can u imagine, a smallish company getting Annual Report 2016/2017 rewards .....anyway, very well prepared Annual Report, very good reputation, very transparent and very professional..... There is no compare in Malaysia......can u imagine 3 USM graduates doing so well in machine learning, machine vision, automation...spends a huge amount of annual budget in R & D.........Fund manager dream stock......manufacturing 4.0.....where got limit one? 11/02/2019 1:06 PM qqq3 it is good result.....They lost business in one segment, and make back in another segment......look at MI.....MI has a disastrous 3 months......add.... 27/02/2019 9:54 AM qqq3 every BOD wants their share to trade at PE 30...only a few can do it....(SUSTAINABLY) 27/02/2019 12:41 PM qqq3 Vitrox.........results flat PE 30.................but people buying......why? who can answer this Question well I say is a real investor, a good investor and some one who is good....... 27/02/2019 2:48 PM (US/CHN trade war doesn't matter) Philip Hmmm, results not flat leh. They did extra 10 million revenue this quarter. But their profit margin is consistent. I think not bad la. But I don't understand the industry well enough to know if vitrox profit margins and growth is because they really have something special going on, or if their performance is due to artificial support from government tax free pioneer status. (Ends in a few years anyway) I suspect ( not sure) if someone goes to them during the AGM and ask a direct question, if they lose the Pioneer status today, will they be competitive tomorrow, you may have an interesting answer. I take the example of mikro MSc, a Sabah company and good friend of mine. They were also enjoying 20+% profit margins on a very good niche product ( only protection relay and power meter manufacturer, designer and supplier in Malaysia), which they exported to Vietnam and Africa. They enjoyed it until end of 2017, when their profit margins suddenly became very much affected due to Pioneer status lost, 24% income tax being introduced (from0%), benefits from duty import and levies all gone. You can see what the net effect was on the stock and earnings. Now I don't know if the same thing will happen to VITROX, as I'm not smart enough to judge how big the market is, how capable VITROX is at competing with international market, or even what their basic competitive advantage is, ( Location? Quality? Price? Reputation? R&D?) What is so special about VITROX anyway versus the Korean competitor? What's the extra secret sauce? As far as I can tell, what VITROX has is nothing the industry has not seen before, except that they sell it much cheaper. Their production times are quite long for a machine, and it's quite new in the market so won't know the reliability of it but it seems quite popular especially in USA. Problem is I don't see it in big wins like supplying to big company like intel, tsmc, lg, etc etc which can be used as a marketing tool. I don't know if income tax will effect it or not in the future, but time will tell. Good luck all. 27/02/2019 4:36 PM (US/CHN trade war doesn't matter) Philip For me this part unnatural. 2013. 2014. 2015. 2016. 2017 Profit Before Tax (RM’000). 24,807 50,023 55,730 60,920 86,502 Profit After Tax (RM’000) 24,063 49,109 44,322 64,849. 83,019 No need to pay income tax? If so, is a great business strategy, buy sadly unsustainable. 27/02/2019 4:50 PM qqq3 a lot of people are betting on management capability. I am betting on management capability........... A lot of peers did not do well in last quarter......look at MI....... But Vitrox managed to push new product line when one product line did not do well.........That is why I am impressed with the results and add more...same with others ( I guess ).......... This is an exceptional company in Malaysia....We all hope and pray they do well.....Manufacturing 4.0............. 27/02/2019 4:52 PM qqq3 ed by Wong7446 > Mar 12, 2019 11:41 AM | Report Abuse Vitrox prepare to up again.. +++++++++ I agree 12/03/2019 12:01 PM chaishuk insider news, Q1 not doing well, far below as expected, forecast coming quarter not so well too 15/04/2019 11:16 AM sanakimpro >chaishuk insider news, Q1 not doing well, far below as expected, forecast coming quarter not so well too Wah..so serious..OK I run. 15/04/2019 3:23 PM  YAPSS Day 49 of Fundamental Daily, YAPSS will be covering ViTrox Corporation Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #ViTroxCorporationBerhad Click the on the link to find out more: https://youtu.be/Z4wTTpFHQ9c 21/04/2019 7:37 PM  rajachulan The Board is cautiously optimistic on the business prospect for the financial year 2019. 25/04/2019 5:34 PM qqq3 MVS is being replaced by new line ABI which has a profit margin. The drop in MVS sharper than expected. 26/04/2019 7:41 AM apple168 Agreed! Does this company deserve a share price of 6.8-6.9, EPS 23 cents, PE of 23 with NTA 0.92 only?! 24/05/2019 11:52 AM  |
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