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  bsngpg Itchy hand today, sold all the balance 4 lots @13.20. Thank you MPI for the great profit after 4 years of holding. No more MPI, see you again in future. 21/09/2018 17:24 lching surprised that u say good bye to MPI, what is the reason behind? i am thinking to hold for longer. 21/09/2018 23:43 bsngpg Need to cash out those counters with high profit like mpi as too much capital is stuck in construction related counters after GE14. Price of changing government is way too high. Sigh! I am still holding lot of Inari but no more Gtronic although I like Gtronic too. In fact I am monitoring HaiO now. When buying in, will post at HaiO. 22/09/2018 09:43 lching well luckily i dont like property stock so was not caught in those low PE property stocks. my view is that : better leave those weak stock and try to keep strong stock. for me export stocks are strong. i doubt property stock can recover in the coming 2 years. 22/09/2018 21:11 RainT Why sell Mpi ? The future growth no more ? Share price is overvalue now ? Mpi up n up ....sky is the limit 23/09/2018 11:41 dompeilee Sold some @ 12.76 last week & was unhappy when it closed @ 13.20...Happy now =) 27/09/2018 17:11 RainT @iching Don't u feel u too much exposure to the semiconductor sector ? Too risky ? As u hold 3 companies also same sector ...if drop all will drop together 07/10/2018 17:10 hstha Long-Awaited Slowdown in China Exports Still Isn’t Happening. https://gooruf.com/asia/news/2018/10/13/long-awaited-slowdown-in-china-exports-still-isnt-happening/ 13/10/2018 11:06 hstha 8月制造业销售扬8.1% | http://www.klsescreener.com/v2/news/view/442674 good 中國9月出口增14.5% 遠超預期 | http://www.klsescreener.com/v2/news/view/442872 13/10/2018 11:59 hstha Oil price rally boosts electric car sales https://www.businesstimes.com.sg/opinion/oil-price-rally-boosts-electr... The PHLX semiconductor index was up 1.97% on Friday. September 2018 Plug-In Electric Vehicle Sales Soar In U.S. https://insideevs.com/september-2018-plug-in-ev-sales-soar-in-u-s/ 13/10/2018 13:54 tecpower Tesla Says Faster Autopilot Chip Is Months Away. https://www.forbes.com/sites/edgarsten/2018/10/16/tesla-says-faster-autopilot-chip-is-months-away/#3f005a4d7e2f 17/10/2018 23:47 tecpower https://www.electronicsweekly.com/news/business/three-years-record-wafer-shipments-expected-says-semi-2018-10/ Three years of record wafer shipments expected, says SEMI 17/10/2018 23:49 tecpower How Will Texas Instruments Perform In The Auto And Industrial Space In Q3? TI has been focusing on bolstering sales to the industrial and automotive markets. Both verticals are seeing higher semiconductor content, and are also more diverse from an application standpoint. The company has seen broad-based growth, noting that sales grew in 18 of the 19 sub-segments in these two sectors. https://www.forbes.com/sites/greatspeculations/2018/10/19/how-will-texas-instruments-perform-in-the-auto-and-industrial-space-in-q3/#21a5e15b62de Great 21/10/2018 10:32 tecpower “We see KESM Industries Bhd and Malaysia Pacific Industries Bhd as exciting proxies for automotive semiconductors, given their experience in the segment,” Mohd Shanaz added. 21/10/2018 10:40 lching @RainT, good point. To minimize the risk, my total exposure of semicon in portfolio is capped on 30%. 24/10/2018 12:42  speakup http://www.theedgemarkets.com/article/japans-sato-puts-second-pj-building-sale why are foreign investors running away after PH govt take over???? 25/10/2018 17:31 RainT Sales of sato building not relate with ph government la Anyway , ph government is bad 25/10/2018 18:40 tecpower 57% individuals ready to switch to electric vehicles: report. A report by Ola Mobility Institute says the future of mobility can be assessed on various factors including usage of electric vehicles, improvement in first and last mile connectivity among others. https://www.livemint.com/Industry/SC0LjPqDjItPC2djFp1XsL/57-individuals-ready-to-switch-to-electric-vehicles-report.html 25/10/2018 22:00 tecpower Tesla, Inc. (TSLA) https://finance.yahoo.com/quote/TSLA/ Wow, Tesla has been surging. 25/10/2018 22:05 tecpower A demand for Vehicle Electrification will surge near future. Buy MPI and Kesm. 25/10/2018 22:06 tecpower EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 40,000 shares on 23-Oct-2018. 26/10/2018 22:47 tecpower VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’ https://electrek.co/2018/10/26/vw-ceo-electric-vehicle-tesla-half-price-2020/ 26/10/2018 22:48 hstha https://www.nytimes.com/2018/10/26/business/china-jobs-automobiles-trade-war.html 27/10/2018 00:30 hstha DATA SOURCE: TEXAS INSTRUMENTS PRESS RELEASE. On the call, management also gave color on its third-quarter growth in end markets: Industrial: increased by upper single digits Automotive: increased by double digits Personal electronics: declined by mid-single digits Communications: increased by low single digits https://www.fool.com/investing/2018/10/26/texas-instruments-guides-down-what-chip-investors.aspx 27/10/2018 11:07 hstha Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year https://www.prnewswire.com/news-releases/global-semiconductor-sales-in-september-up-13-8-percent-year-to-year-300738812.html 27/10/2018 11:12 hstha Analog/Mixed Signal Semiconductor Outlook: Growth Remains Steady https://www.zacks.com/commentary/188538/analogmixed-signal-semiconductor-outlook-growth-remains-steady 27/10/2018 11:16 tecpower Ford stock sees biggest increase since 2011 after earnings report https://www.freep.com/story/money/cars/2018/10/25/ford-stock-increase/1764255002/ 27/10/2018 12:16 tecpower Car maker stocks surge after report China may cut purchase tax. https://finance.yahoo.com/m/fae74403-c2e0-3a18-b5c9-79299897265e/car-maker-stocks-surge-after.html 29/10/2018 22:06 hstha China's proposed car-tax cut brings relief to investors, dealers | http://www.klsescreener.com/v2/news/view/450100 30/10/2018 23:40 hstha Check stock prices of car companies like VW and Ford. Car companies have a strong momentum now! https://www.bloomberg.com/quote/VOW:GR 30/10/2018 23:47 tecpower Automobile stocks like VW and Ford have a strong momentum. What can we expect after a dip on car sales? I believe car sales in the US will surge after that. The US economy is very good, and a car is one of basic necessities in the US 31/10/2018 00:02 tecpower GM soars past quarterly expectations on back of Cadillac and SUVs. General Motors Co. is showing that the old-school business of carmaking can still be sexy. https://driving.ca/cadillac/auto-news/news/gm-soars-past-quarterly-expectations-on-back-of-cadillac-and-suvs 31/10/2018 22:40 feimah https://www.engadget.com/amp/2018/11/02/global-smartphone-sales-decline-6-percent/ 03/11/2018 10:06 RainT So quiet Qtr result MPI just announce Nobody comment I think the qtr result is not bad Anybody think the same ? Or think otherwise 09/11/2018 09:34 hstha Buy automotive semiconductor stocks. Automotive semiconductor stocks are very promising. DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems. https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html 12/11/2018 23:33  |
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