Stock Infographics
Malaysia Pacific Industries (MPI) valuation vs its peers
DonkeyStock
Publish date: Fri, 14 Jan 2022, 03:57 PM
Tech stocks are experiencing bloodshed this week. In the US market, loss-making growth stock and stock with negative operating cash flow are the top losers.
In Malaysia, players in the semiconductor supply chain are the top losers. Just a quick comparison between our 2021 top performer, Malaysia Pacific Industries (MPI), and its peers, you will know their current valuation is absurd.
Related Stocks
| Chart | Stock Name | Last | Change | Volume |
|---|
More articles on Stock Infographics
These investors are mastering the real estate game.
Created by DonkeyStock | Jan 04, 2024
Property investing by these visionary Singapore-based companies
Why Guan Chong Bhd share price reach Covid 19 low ?
Created by DonkeyStock | Jan 03, 2024
Discover the factors behind this surge, the challenges faced by top cocoa producers, and the ripple effect on chocolate manufacturers
The USD to RUB exchange rate might hint at an impending truce.
Created by DonkeyStock | Aug 15, 2023
Companies that delivered significant profit growth in the latest quarter
Created by DonkeyStock | May 03, 2023
Companies listed on Bursa Malaysia with an outstanding quarter results for the month of Apr 2023.
Companies listed on Bursa Malaysia with an outstanding quarter result for the month of Nov 2022.
Created by DonkeyStock | Dec 07, 2022
Discussions
2 people like this. Showing 18 of 18 comments
2000 y2k a lot of rich waterfish bought at RM80+
2021 a lot of rich waterfish bought at RM40+
2022-01-14 16:22
Buy glove at peak during 2020 may have to wait for 100 years to escape
Buy tech at peak during 2021 may have to wait for 10 years to escape
MPI was ard RM80 in 2000
Ops even after 20 years also cannot recover
2022-01-14 17:27
https://klse.i3investor.com/blogs/AmInvestResearch/2021-11-29-story-h1594704443-Malaysian_Pacific_Industries_Bright_prospects_ahead.jsp
After last few days drop of about 20%, PE becomes 27.
Are they doing the same even though they are OSAT. MPI focused more on automotive EV, and 5G. Now still facing shortages esp automotive parts.
I am looking to buy cheap MPI back this round of selling. I have some MPI but taken profit end of 2021.
Extract from Ambank Report
We raise our FY22, FY23 and FY24 core profit forecasts by 20%, 34% and 32% to RM366.6mil, RM459.6mil and RM509.0mil respectively. This is to account for brighter automotive and industrial outlook, which is poised to benefit MPI due to its strategic position underpinned by its power products investments, such as silicon carbide (SiC) and gallium nitride (GaN).
End-user segment update: MPI’s revenue growth largely came from the automotive and industrial segments, which expanded 15% and 12% QoQ respectively, contributing 37% and 31% of its revenue. The consumer & communication segment’s growth remained flattish, while growth for the PC & notebook segment declined 5% QoQ.
Capital expansion progress: MPI continues to invest in identified technology drivers for growth such as 5G, SiC, GaN, electrification, sensors and safety for the automotive sector. In Sep 2021, the group completed its 2nd phase of level 2 expansion for Carsem Suzhou, adding 4,400 sq metres to the plant. The group is also scouting for new land in China, with aim of setting up another facility to cater for growth in SiC-related products.
2022-01-14 17:46
Comparing Intel's PE Of 10 with NVIDIA's PE 80+ of may not be appropriate....
Likewise, compare Alibaba and Amazon may not be apple to apple comparison as well even there are e-commerce giant...
Anyway i am not expert in tech and hope to find out more...
2022-01-14 17:55
Semicon parts for EV should have very long growth going forward, at least next 10 years while semicon for PC may flat or drop marginally...
MPI’s venture into silicon carbide (SiC) power modules in 2020 offers promising prospects given the increasing popularity among electric vehicle (EV) manufacturers.
Silicon Carbide (SiC) is an innovative technology that will replace silicon in many applications. The idea of using SiC for electric vehicles (EVs) was born when efforts were made to increase the efficiency and range of such vehicles, while reducing the weight and cost of the entire vehicle and thus increasing the power density of control electronics.
Power electronics for EVs can effectively be enhanced with Silicon carbide solutions that meet design parameters and make an essential contribution to system performance and long-term reliability.
2022-01-14 18:28
Goreng so-called high tech stocks which are very overvalued with PE over 50, better avoid at all costs
Greatec
UMC
Penta
Unisem
Vitrox
KESM
Kobay
Genetec
and many others
As for MPI... under my watch list, haha..
2022-01-14 18:46
Above is a not-so-good comparison.
Below is PE for Msia tech stocks as reference only but also not a good comparison as difference companies have difference product mix, expansion plans, clients etc.
Msia Osat players namely MPI, Inari and Unisem all have difference product mix, growth rate, mkt segment etc, eg Unisem net profit is not growing qoq and yoy whereas MPI and Inari has good growth qoq and yoy.
PE as of 14 Jan 2022 price
Inari : PE 34.07
MPI : PE 27.23
Unisem : PE 24.36
Vitrox : PE 51.65
Greatech : PE 44.54
D&O : PE 56.90
KESM : PE 36.27
UWC : PE 59.83
Which one cheaper, which one expensive?
2022-01-15 09:37
This is a major correction not game over for tech. Unlike glove which thrives during covid only
Technology affects almost every aspect of 21st century life, from transport efficiency and safety, to access to food and healthcare, socialization and productivity. Pick a good tech stock to buy during this correction.
https://www.youtube.com/watch?v=Iifz7upRoRQ
科技股为何大跌？是"调整"还是"完蛋"了？(Part.1/2)
2022-01-15 09:48
Donkeystock did a research in semiconductor industry. He has more information on his hands. Hope he would share more with us about benchmarking against global players within the industry.
2022-01-15 10:48
Investment Guru already mentioned major correction ahead for Bursa Tech Sector
2022-01-17 08:23
No worries, choose companies with strong fundamental and it will bounce back, the money is in the waiting..hahaha
2022-01-19 12:40
Post a Comment
Featured Posts
Open a Moomoo Account Today and Win an Apple iPad Air*!
Apps
Top Articles
1
Stock Pick Contest Year 2024
2
3
AmInvest Research Reports
4
CEO Morning Brief
5
Koon Yew Yin's Blog
6
7
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
firehawk
too few semiconductor counters for investors .... push to too high valuation, buyers are exposed to high risk .....
2022-01-14 16:20