BursaBets [ Rabbit Trader Turtle Investor ]

5 Must Have Tech Stocks - FRONTKN, DUFU, PENTA, FPGROUP, and TIME

InsiderShark
Publish date: Mon, 20 Jul 2020, 03:16 PM
Dividend stocks are companies that gives up on growing, they are telling the investor we do not know what to do with the cash or how to use the profit to grow the company. In the long run, dividend stocks will lose market value. Google "Chamath Palihapitiya's case against stock buybacks, dividends". YTL, Genting, Digi, Maybank, Public Bank are dividend stocks that gives good dividends but their market value continues to decline. Don't believe me, look at their 10 years chart.

Join our Telegram Channel BursaBets

 


Which stocks have the potential for massive growth? (Higher growth = higher revenue = higher stock price), they are Semi-Conductors, Internet of things, A.I., and Industry 4.0 stocks. These companies export their products and services all over the world, they are not limited to the small Malaysian market, therefore the growth potential is enormous once the economy rebound. A recent survey by CSG-CIMB reveals that most investors are bullish on the semi-conductor and technology sector.

 

 

 

 

Social Capital CEO Chamath Palihapitiya's case against stock buybacks, dividends.

 

Dividend stocks are companies that gives up on growing, they are telling the investors that we do not know what to do with the cash or how to use the profit to grow the company. In the long run, dividend stocks will lose market value. Good examples are YTL, Genting, Digi, Maybank, Public Bank, these dividend stocks gives good dividends but their market value over the years will continue to decline, remain stagnant or increase very little compared to growth stocks. Don't believe me, look at their 10 years chart, what is their capital appreciation since 2009's bottom? Go check the chart.

 

 

FRONTKN 0128 [ Precision Cleaning Services ]
 

TSMC's subcontractor (Biggest chip manufacturer in the world), Frontken services their chip making machines. Apple outsource their chips to TSMC, and Apple is moving towards their own Apple Silicon chip, this means even more business in the coming future. A growth stock. Will we be using more or less chips? If the answer is more chips in everything from cars to smartphones, from TV to aircon, then invest now for long term growth! Most of the leading fabless semiconductor companies such as Advanced Micro Devices (AMD), Apple Inc., Broadcom Inc., Marvell, MediaTek, Nvidia, and Qualcomm are customers of TSMC.

 

 

FPGROUP 5277 [ 5G Test Sockets ]

 

They make key test components for 5G. In the next few years, we will be moving towards 5G networks, this means guaranteed growth as the entire world gradually move towards 5G. Unlike 3G or 4G, the 5G network requires even more towers, this means the demand for their product will be high. Will the world upgrade their networks to 5G or continue to use 4G forever? If the answer is we will move to 5G, then invest now!

 

 

 

DUFU 7233 [ Enterprise Hard Disks ]
 

Hard Disk Spacer maker for Seagate, Toshiba, Western Digital. HDD is slowly being replaced by SSD, but with the super growth of cloud computing, HDD will still outsell SSD in the enterprise market because a 16TB SSD is 10X more expansive than a 16TB Enterprise HDD, and High Performance HDD for cloud servers uses 3 or 4 times more spacer components than the typical consumer PC. It is Estimated that Enterprise HDD market value will double from 2020 to 2025. Massive growth as more people get used to the new internet lifestyle. All digital content created and consumed online, including this website, video streaming, apps, gaming, eBooks, music and more are stored in the HDD cloud server. Will we be using more or less internet? If the answer is more and more people will use the internet daily, then invest now!

 

 

 

PENTA 7160 [ Robotic Automation ]

 

They are hardware makers, automation is one of their key selling point. As labour becomes more expensive, automation is the solution. They are the biggest robotic automation company in Malaysia with a global footprint. Study shows world population will decline in 2050, we are entering an aging population, this means we need more automate machines due to the lack of labours. Currently they are expanding into EV and the medical industry by offering automated equipments for the related field, potential growth as the company is always seeking to expand and grow.

 

 

TIME 5031 [ Submarine Cables / Cloud ]

 

They own quite a number of internet submarine cables around the world. As more and more people use the internet, this means they earn even more money. They are continuously laying down more cables around the world. They are also moving towards cloud computing, data cloud, securities and more. Potential growth as more and more companies adopt the internet first policy. Will everyone use more internet or less? If the answer is more, then don't wait, invest now!

 

Discussions
2 people like this. Showing 17 of 17 comments

blood7

only left FPGROUP that has not move up too much yet....

2020-07-20 17:49

calvintaneng

Best of the best is Mmsv

Mmsv has the best dividend support

Automation plus semi-conducter

Govt now clamping down on 5 million foreign workers and tell all companies to go up automation chain will be very good for Mmsv

Malaysia 15 years tax free status for new FDI will be fantastic for Mmsv as it caters to the Malaysia market

Topglove also got 12.5% of it's gloves stuck in US port because of rumour about slave like labour

All these point to more need for automation for Mmsv

But best of the best is the low undemanding price of Mmsv compared to others now quite bloated up in price

Better buy MMSV

2020-07-21 00:06

blood7

sigh, why singaporean is always all about dividend, dividend, dividend?.... Top Glove give bonus shares they say why give bonus? it's useless, better give special dividend.... hopeless... better you go help them.....

2020-07-21 02:32

greedy44444

Penta going to reach RM10 soon

2020-07-21 06:06

Rosen Stella

Jcy RM 1

2020-07-21 07:16

AdamK733

Posted by chopstick > Jul 21, 2020 8:06 AM | Report Abuse

i just wondering do malaysian retail group ppl till had that much of CASH to buy such a good value high price share? should suggest lower value share, i doubt in this forum , a lot of us just had millionHAIR but posting like billionHAIR.


Never look down on malaysia "black" money.....& undeclare money....now most of them in bursa.

2020-07-21 08:09

chopstick

@adamK733 u r right, never think out of the box

2020-07-21 08:12

Value_Investor_888

In my opinion, Penta a cash rich company and PE still low compare with others, this company still growing! This is like topglove but it's in tech sector! The second is FPGROUP...with it growing up trends earning and price at around RM1 is very attractive!

2020-07-21 09:20

Value_Investor_888

In my opinion, UWC a growing company is another tech stock that you can not miss in your tech stock's portfolio as well!

2020-07-21 09:24

Bak Kut teh

Penta vs mi tech?

Why not consider mi tech? They are better profit margin compared with pentamaster

2020-07-21 11:18

amateurJR

Penta the best with its innovative technological solution. Also, need to consider Uchi Tech as I believe it will come out with new things in the future.

2020-07-21 13:05

blood7

penta, mi, uwc, greatech, vitrox etc all good lah, no need to compare.... good things not cheap, cheap things not good - this is reflected in market right now....

2020-07-21 13:21

hariharikais

Hi @calvintaneng why MMSV and not Elsoft?

2020-07-21 14:11

sensonic

TCS Group Holding listing tomorrow. BUY OR NOT??

2020-07-22 23:27

blood7

TCS? the market now is if not gloves, not tech, not interested.....

2020-07-23 01:18

Xcalibre

UWC, Penta and FPGroup are 3 key ones...

2020-08-10 16:08

Dakewlest

How about MI?

2020-10-04 21:02

Post a Comment