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With 3QFY20 turned profitable on the maiden contribution from its RF and CMOS tester, Aemulus is set to ride on a long term growth story, piggy riding on giants like SMIC and other big Chinese OSAT players as well as the burgeoning 5G chip testing requirement. At a conservative MYR10m profit (protected by the growing IP licensing fee), Aemulus' 25x FY21 PER is undemanding versus its peers like Vitrox and Pentamaster which trades between 35-50x PER.

Aemulus take great pride in its 5G tester capabilities, and most importantly well acknowledged by industry peers, evident by the JVA formed with China's Tangren. Its 5G tester (AMB 7600SR) along with its newly launched RF filter test (AMB7300) are expected to ride on the burgeoning demand for rising complexity of 5G/RF chip testing going forward. More so, RF filters is expected to register the steepest demand growth among the RF chip segment as filtering unwanted signals become even more crucial in the 5G phones. Unsurprisingly, Tangren is so keen to acquire Aemulus' IP rights of its RF tester, which is expected to capture the next explosive demand growth in terms of RF testing requirement.

Next week will fly .

News from RHB analysis

https://www.facebook.com/127745917936616/posts/610078693036667/?sfnsn=mo

https://www.sinchew.com.my/content/content_2316198.html

https://klse.i3investor.com/blogs/koonyewyinblog/2020-07-20-story-h1510636002-Price_chart_can_help_investors_Koon_Yew_Yin.jsp

https://klse.i3investor.com/blogs/koonyewyinblog/2020-07-20-story-h1510636002-Price_chart_can_help_investors_Koon_Yew_Yin.jsp

https://www.sinchew.com.my/content/content_2316198.html

Agreed . SCGM price will fly . Their mask selling price keep increase .

Ruberex recently very hot because QR will announce soon . After Ruberex , next QR is Comfort . Expected End of Aug . Next month is Comfort month . Huat ar ............

https://www.sinchew.com.my/content/content_2315568.html?fbclid=IwAR2lz...

https://www.sinchew.com.my/content/content_2315568.html?fbclid=IwAR2lztbXYXQp9pnY2nqwkL3PluGUAq4nSYUu-NugSHqnybsXisK9J-U5JgE

https://www.sinchew.com.my/content/content_2315568.html?fbclid=IwAR2lztbXYXQp9pnY2nqwkL3PluGUAq4nSYUu-NugSHqnybsXisK9J-U5JgE

Top Glove is very much under priced

https://koonyewyin.com/2020/07/29/top-glove-is-very-much-under-priced/

https://www.orientaldaily.com.my/news/international/2020/07/28/354426

https://www.sinchew.com.my/content/content_2313774.html

https://www.orientaldaily.com.my/news/international/2020/07/24/353705?fbclid=IwAR2jQJTukcXbsfMj5QINo33ITe-82ooCJZ9a1sBxkaitCc1wZbvlSyAoH_8

Top Glove US (TPGVF) up 9.54% . Huat ar ..............

https://www.marketwatch.com/investing/stock/tpgvf

Top Glove US (TPGVF) up 9.54% . Huat ar ..............

SCGM will fly because of mask

https://www.thesundaily.my/local/mandatory-face-mask-in-public-transpo...

SCGM will fly because of mask

https://www.thesundaily.my/local/mandatory-face-mask-in-public-transport-crowded-areas-beginning-aug-1-IG3109813

https://www.thesundaily.my/local/mandatory-face-mask-in-public-transport-crowded-areas-beginning-aug-1-IG3109813

Glove counter look good

wow . Careplus very geng . Up 14%

Today hit RM28

Can study SCGM 。 Price start up

https://www.facebook.com/harryteotybjb/videos/328962901453641/

https://www.facebook.com/harryteotybjb/videos/328962901453641/

AmInvest研究报告

作者：AmInvest | 最新文章： 2020年7月22日星期三晚上7:07

I3investor中的官方博客，用于发布AmInvest研究团队提供的研究报告。

此处发布的所有材料均由AmInvest准备。有关AmInvest交易产品和新闻的最新报价，请访问：

https://www.aminvest.com/eng/Pages/home.aspx电话：+603 2036 1800 / +603 2032 2888
传真：+603 2031 5210
电子邮件： enquiries@aminvest.com

FBM KLCI ETF-布尔萨ETF观察：手套股助推估值
作者： AmInvest | 发布日期： 2020年7月22日，星期三，晚上7:07

投资亮点
我们维持对富时大马隆综指的买入评级，但将公允价值（FV）提高7％至RM1.66（从RM1.64）（图表

1）。我们的FV基于我们的FV（针对我们所覆盖的股票），共识FV（针对我们所不覆盖的股票）和最后交易价格（对于Hap Seng Consolidated，不在任何范围内）。略高于其每股资产净值1.67令吉（图表1）。

FV的上调主要是由手套制造商Top Glove（+ 28％至RM25.69）和Hartalega（+ 31％至RM16.23）的FV上调所推动的，这归因于较高的手套销售价格假设而上调了盈利随着Covid-19大流行的流行，时间越来越长，许多国家/地区每天都在记录新的病例。
大流行后，我们认为，鉴于全球卫生标准和做法的提高，手套行业的前景将依然乐观。但是，就像过去的大流行一样，由于最终用户的存货减少，我们注意到预期的销售暂时下滑。
我们对富时隆综指的前景持乐观态度。我们的基准指数在2020年底的目标是1,530点，基于我们2021F预期收益的18倍，这与其5年历史平均水平一致。

Top Glove, Hartalega could be Bursa’s new behemoths, say analysts

https://themalaysianreserve.com/2020/07/22/top-glove-hartalega-could-be-bursas-new-behemoths-say-analysts/

I like this kind of adjustment . More healthy . Once ready , fly to sky .

Start masuk .

Glove shares some start turn green . Good sign

Pharma . share price up based on rumours ... Dangerous

May be TY Yap also low profile collect Top Glove now . Who know ?

OTB and KYY . All switched to Top Glove .

Follow

Look at the trend , whale keep buy bit by bit tp avoid share price up too fast . When collect enough , sure fly to sky .

Top Grove price still cheap . Grab b4 too late .

Paste KYY statement

8 research houses updated their target prices for Top Glove as below.

Affin Hwang Outperform Rm 46.40 20/7/2020
Credit Suisse Outperform Rm 37.00 15/7/2020
Kenanga Investment Bank Outperform Rm 32.00 13/7/2020
TA Securities Buy Rm 31.66 14/7/2020
Hong Leong Buy Rm 31.31 15/7/2020
Cimb Securities Buy Rm 31.30 14/7/2020
Nomura Buy 30.65 14/7/2020
Macquaries Outperform 30.40 14/7/2020

I am obliged to inform you that 95% of my investment holdings is Top Glove and I am not asking you to buy to push up the share price to enrich me. In any case, whether you buy or sell do not make any difference to the share price because the 8 Investment Banks are buying aggressively. That is why the daily traded volume is tens of million shares.