Old and Golden Investor Journal
Vitrox or V.S. ? Johotin, AnnJoo or Masteel?
Old_and_Golden
Publish date: Sat, 16 Dec 2017, 09:24 PM
Old_and_Golden
0 13
Just retired. Has lots of time and little money to invest. This is my blog where I write about my experience, thought process, lessons learnt, and profit and loss along the way.
1.
Between these two semiconductor stocks; Vitrox or V.S., which one has more upside potential?
- and why?
It seems that the Semiconductor inductry in the US, as indicated by the rise of Texas Instruments Stock may have a positive influence on Malaysian based stocks from the industry.
Beside the two, are there any other semiconductor stock?
2. Between these three stocks which are involved in Steel industry - Any comments please. I am inclined towards Masteel, but AnnJoo looks solid financially as well.
Johotin, perhaps will not change much in 2018, with anticipated slow down in consumer uptakes.
Any comments, please.
In total, I have allocated RM100K RM40K for Monday acquisition.
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Autos and Internet of Things will lead growth in the semiconductor market going forward, a report by a global industry tracker said Sunday.
The chip market researcher claimed semiconductors used in automobile-related components may reach $28 billion this year and could surge to $42.9 billion in 2021.
http://www.koreaherald.com/view.php?ud=20171210000164
2017-12-16 21:30
PHLX Semiconductor Index (the US semiconductor index) was up 1.45% yesterday.
2017-12-16 21:35
Pentamaster Corp Bhd, MMS Ventures Bhd, Vitrox Corp Bhd and PIE Industrial Bhd are among the companies tapping into the growth potential of the automotive sector.
https://klse.i3investor.com/blogs/GorengGorengEE/137323.jsp
2017-12-16 21:35
Automotive Technology Is Poised To Drive This Semiconductor Manufacturer To High Growth
As the automotive industry becomes more high tech, the amount of semiconductors used per vehicle is increasing, which provides lucrative opportunity for Texas Instruments.
https://seekingalpha.com/article/4129644-automotive-technology-poised-drive-semiconductor-manufacturer-high-growth
2017-12-16 21:44
You don't know why Texas Instruments has been bullish?? Just read the above links.
2017-12-16 21:48
better put your money into HaiO, provided if you believe in value investing. If not you can continue playing speculative counters.
2017-12-16 22:01
Vitrox and VS both are good companies. However, technology shares have surged up a lot since the beginning of this year and some more now that ringgit is strengthening against USD, might not advantage to them. But in long term view, they will be doing good.
Actually, VS and Vitrox, they both don't really belong to the same category.
For VS (electronics manufacturing services (EMS) provider) the Peer industry: Skpres, Pie, EG.
For other semiconductor stocks: Penta, Kesm, JHM, MMSV, MPI, Unisem, Inari, Gtronic and many...
Steel stocks: SSteel, lionind.
Just my 2 sents :)
2017-12-17 10:20
Thank you hstha, gohkimhock, NapNiPupu, Larrytrader...
information from hstha and NapNipupu on tech / semiconductor stocks are all very useful.
GohKimHock...Haio, thanks for the alert. Was not on my radar before, but I have been studying them since your comment. Interesting stock, which I believe has good upside potential.
2017-12-18 07:55
Most techs are over-rated currently and selling at high PEs. Returns in percentage term is also low. Best to buy good penny stocks and giving superior returns. Huaan is a stock that will give much better returns in the next 12 months than most tech listed shares in bursa.
2017-12-18 23:30
The US semiconductor index has rebounded. Yesterday and today it has been extremely bullish.
2017-12-18 23:32
Huaan looks like a speculative stock @ Kelvin61. Perhaps the low price, or penny stock as you call it, and high volume give me the impression. I could be wrong of course...
2017-12-19 19:02
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hstha
The stock price of Texas Instruments is USD101.22 now.
Texas Instruments Reaches Analyst Target Price
In recent trading, shares of Texas Instruments Inc. (Symbol: TXN) have crossed above the average analyst 12-month target price of $98.40, changing hands for $98.83/share.
http://www.nasdaq.com/article/texas-instruments-reaches-analyst-target-price-cm890155
2017-12-16 21:30