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  blackchicken Tech - Chinese tech stocks rally to start week as buyers eye bottom https://www.theedgemarkets.com/article/chinese-tech-stocks-rally-start-week-buyers-eye-bottom 30/08/2021 6:58 PM newbie2y steady revenue growth, consistent receivables, a jump in inventory probably due to the commencement of suzhou's plant..Q2 experienced FMCO in ipohs plant, Q3 shud be 80-100% force, Q4 shud be the most anticipated one as suzhou's plant coming on board. 30/08/2021 8:03 PM newbie2y interested investors can read on the investors briefing slides at the mpi official website:- http://www.mpind.my/Investors'Briefing/Latest.asp 01/09/2021 12:23 PM blackchicken MPI on course for another year of record earnings https://www.thestar.com.my/business/business-news/2021/09/01/mpi-on-course-for-another-year-of-record-earnings 01/09/2021 10:16 PM blackchicken https://klse.i3investor.com/blogs/savemalaysia/2021-09-02-story-h1570691685-Time_to_invest_in_electronics_and_EV_market_By_DR_AMALINA_AMIR.jsp 02/09/2021 9:33 AM blackchicken MPI registered another record breaking 4QFY21 CNP of RM75.1m (+53% YoY; +1% QoQ), bringing FY21 CNP to RM271.8m (+78% YoY) which made up 107%/105% of our/consensus full-year estimates. With robust demand for chips in data centres and the automotive space, we believe the group is poised for another record year in FY22. Maintain OUTPERFORM with a higher Target Price of RM56.20. Above expectation. MPI charted yet another record-breaking quarter as 4QFY21 CNP of RM75.1m (+53% YoY; +1% QoQ) brings FY21 CNP to an all-time high of RM271.8m (+78% YoY), exceeding our and consensus full-year forecast by 7% and 5%, respectively. Results’ highlight. QoQ, despite being limited to 60% workforce during the MCO 3.0 period, MPI managed to extend its record breaking streak to mark its sixth consecutive QoQ growth as 4QFY21 CNP inched 1% higher to RM75.1m. 02/09/2021 11:50 AM newbie2y interested investors can take a look at TA's report after the briefing here:- https://eresearchsystem.bursamalaysia.com/eResearch/webdownload.pub?id=33231 02/09/2021 9:28 PM Kalvin9663 https://www.chinapress.com.my/20210902/%e2%97%a4%e8%b0%88%e8%82%a1%e8%ae%ba%e5%b8%82%e2%97%a2%e6%96%b0%e6%84%bf%e6%99%af%e6%94%be%e7%9c%bc58%e4%ba%bf%e9%94%80%e5%94%ae-%e9%a9%ac%e5%a4%aa%e5%b9%b3%e6%b4%8b%e5%b7%a5%e4%b8%9a%e5%89%8d/ 02/09/2021 10:06 PM PureBULL ... MPI, the # 1 major TECH stocks: Notes from its Analysts n Fund managers presentation for Q4FY21 Industry Dynamics SEMICONDUCTOR INDUSTRY TAILWINDS TO CONTINUE TO DRIVE STRONG TOPLINE GROWTH While Carsem’s strategy is automotive focused, we are well positioned to benefit from opportunities in the server, smartphone & PC markets MPI created history in FY21 by surpassing the previous all time high of FY20 in Revenue & PAT by 30% & 82% respectively Carsem’s sales pipeline is strong & intact but it has shifted few quarters due to the ongoing challenges across the world Carsem continues to invest in 5G Testing, SiC Technology & MEMS Sensors to grab the next wave of opportunities Investing in expansion - new building in Ipoh (Malaysia), 2nd Phase of Level 2 in Carsem Suzhou & a new site in China Net Cash (RM 902M for investment & M&A), No debts Despite the ongoing tough times, MPI declared dividend of 30 Sen per share for FY21 https://klse.i3investor.com/servlets/ptres/60671.jsp https://www.nst.com.my/opinion/letters/2021/09/723500/time-invest-electronics-and-ev-market 03/09/2021 5:17 AM blackchicken https://klse.i3investor.com/blogs/GLam/2021-09-01-story-h1570664958-Why_SilTerra_DNeX_s_new_180nm_Bipolar_CMOS_DMOS_BCD_automotive_grade_pr.jsp 03/09/2021 3:16 PM punpipi Malaysia lockdown had alert China don't rely only on Malaysia, now all car production experienced chips slowdown, thus, China already starting ramping up all chips production industry line, soon Malaysia no longer competitive in such fanomanou environment. 05/09/2021 12:18 AM blackchicken https://www.thestar.com.my/business/business-news/2021/09/06/ta-research-retaining-overweight-on-semicon-sector 06/09/2021 6:34 PM Mimichan Only buy bitcoin, it’s the only well received digital gold standard, look back to the time line before Mr President end the gold standard. Gold has much lower buy and sell spread 4% global rate and silver has much higher buy and sell spread 12% to 20% rate. One bitcoin in 2008 is always the same one bitcoin in 2020. 06/09/2021 7:47 PM newbie8080 From Q3 to Q4 seems like earnings peak. Have to Q1 earning able to sustain and justify the price rally. 07/09/2021 10:56 PM blackchicken No peak for good semiconductor stocks. Sale will continue climbing at least for the next 5 years. 08/09/2021 11:14 AM wallstreetrookie Amazing company. Strong moat. Best reputation. Best production line. Strong cash flow. What's not to like here 08/09/2021 3:01 PM newbie2y 1. >300m spent in capex in the past 6mths; 100% production capacity going fwd. 2. Carsem suzhou's 50k sq ft expansion plant completed early, may see some contributions in sept, if not q4. 3. Ipoh site 70k sq ft expansion underway, contributions coming in q4? 4. New china factory in 2022. 5. Acquisitions of module/design house to expand further. 08/09/2021 10:58 PM donald770 @Mimichan,which license institution sell bitcoin? A lot of scam involved in selling bitcoin. I wonder if Kenanga is selling? 09/09/2021 5:49 AM wallstreetrookie You buy Bitcoin individually. No one distributes Bitcoin using a license. That is the purpose of DeFi. No central bank to control Bitcoin reserves. Just a bunch of computers monitoring and logging every Bitcoin transaction. That is the beauty of crypto. Unfortunately, most people only realised it this year. Will crypto bull run affect the stock market? Big fat yes. 09/09/2021 5:52 AM PureBULL ... PureBULL >>>, [14.09.21 00:45] Daily # of cases r dropping esply in Industrial area n parks. This would provide the needed catalyst for growth stocks to go bullish again,,, Uptrending major TECH stocks r in the THEME play. The ranking indicated by stock charts now r: 1st class tech : D&O, MPI, GREATEC 2nd class tech : FRONTKN, INARI, UNISEM 3rd class tech : all others,,, so many small n mid cap stocks flied so high into euphoric level = right.timing to its harvesting season. it's challenging to perfectly grab the next low hanging fruits in this space. BIG cap stocks have good chance to spring up to life,,, Have more or all of 1st class stocks to safely help us to outperform in the cycle,,, 14/09/2021 4:58 PM wallstreetrookie MPI is getting shorted by either local or foreign institutions. Only thing you can do is hold 15/09/2021 9:24 AM PureBULL ... Listen carefully from the pro in tech biz: MPI mgmt is targeting US$1.4 billion revenue via organic growth in the next 5 years,,, https://www.youtube.com/watch?v=9X9au8PynMY&ab_channel=LifeChamp 18/09/2021 1:28 PM Waterfriend23 Be careful! Malaysian Pacific Industries will have “BIG CORRECTION” soon. Saw one guy predicted RM17, in August 2021. I already sold mine, all. 19/09/2021 9:25 AM PureBULL ... theme.play on KLSE is getting more specific n focus. the real McCoy is EV.CAR.MATERIAL.THEME.PLAY Position well for the EV.ECONOMY that is just starting at its infant stage. This huge wave is expected to be as good as the IPHONE.ECONOMY that began in 2005 n still growing strongly till today. 22/09/2021 9:31 AM blackchicken Stocks extended gains Thursday morning, as investors cheered the Federal Reserve's latest signals on monetary policy, which suggested the central bank was warming to a near-term policy adjustment as the economy improved further. Traders also eyed developments on China Evergrande (3333.HK), which faces an about $84 million interest payment for foreign bondholders on Thursday, in one of a string of liabilities coming due for the debt-ridden Chinese property giant as it tries to avert a default. The stock rallied 17% on the Hong Kong Stock Exchange after the company said it agreed to settle interest payments for an onshore note on Wednesday, even as the fate of its offshore payments hang in balance. https://finance.yahoo.com/news/stock-market-news-live-updates-september-23-2021-221708802-222613604.html 23/09/2021 10:12 PM risktoreward mpi must lead the way for tech lo, after breaking ATH its been consolidating 23/09/2021 10:40 PM azee https://klse.i3investor.com/blogs/IR4Revolution/2021-09-23-story-h1571701725-Integrated_Circuit_chip_DNEX_KEYASIC_INARI_MPI_UNISEM.jsp 24/09/2021 9:53 AM The_JQuestion ai yo always shy shy u are the KING show them ur POWERRRR RoAARRRR not meow leh 24/09/2021 11:44 AM newbie2y patiently waits for the numbers to come in from the new suzhou plant's expansion and the status of ipoh's plant expansion progress.. 25/09/2021 11:50 AM  | |
