我收到有些股友问我工厂中COVID看法。
我的看法是无需担心
去年11月也试过。关了2个礼拜。

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The highest record’s revenue.. from Malaysiastockbiz data is FY17. That time share price is 1.2-1.5…

They just at early stage of “regrown “, i put conservative put RM1-1.2 , is very good return for me already…
Don’t simple sell if you buy in at low price …

See you guys in nx AGM..

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economies of scale *

BeSmaet, I don’t have the right or wrong answer for in..

I give some opinion:

Valuation will go to 69-70 sen…
Add, better don’t above 60 sen to get some margin of safety…

This QR revenue 60% by mouse product but still can turn profit.
Second half of the year , when more TWS kick in, they will achieve economy of skill… revenue will increase, margin and cash flow will improve too..

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业绩出来咯！
开始赚钱啦。。。

Broke, thanks for your info sharing

【冷眼独家专访】马股“疫”蹶不“政” 乱市稳中求胜

基本面大师冷眼说，在乱市中不乏机会，只要投资者心态正确稳扎稳打，在股市赚钱亦非如此艰难。

https://www.enanyang.my/node/423647

By Logitech:

AUDIO & WEARABLES
Our Audio & Wearables sales increased 57% in Q1, with robust double-digit growth in all categories. Blue Microphones and Retail Headset sales growth remained strong while Jaybird delivered double-digit growth due to the introduction of Jaybird’s latest true wireless earbud, Vista 2, in the quarter.

首先恭喜所有赚钱的股东们。
我认识有一些朋友已经在0.60-0.65 套利了。
也有一些在之前已经cut lost走了。


我自己的接下来的看法和做法：

1）0.8 sen保守可以去到。这个价格只是第一层期待价。我已经加入业绩转亏为盈的估值。如果没加入转亏为盈，其实0.7已经是第一层期待价了。


2)我会在账面盈利150%开始套利30%。
到时候持股成本差不多在0.16-0.17 sen范围。

3）出席11月AGM，知道客户群是谁还有最新展望，然后各大投行给出分析，股价才可以站到更稳。（一块以上）这时候市场会给出更高估值，因为成长的因素。

4）公司刚刚打造成功技术和接到几位新客户，通常合约是3年。所以相信做好今年的客户，会陆续发展更多新产品和新客户吧，也会淘汰一些旧的吧！

到时候300-500%，加上如果再派股息，成本价会继续跌，在考虑套套利管理。

这一切是接下来计划，会继续跟踪公司。

祝福大家
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Philan,公司还没公布。我不想给人误解以为我有内幕消息。加上我真的只是猜，所以保留猜错空间。

确实现在很多东西开始清晰了。要60 sen以下的票很难了。这几个月要跌出50 SEN都需要疫情和政治带动下才难得跌穿，而且也很短暂罢了。

好了，要是真的有跌出60/50 SEN的票，哈哈哈！对我来说又是好消息。
不过现在我比较期待看今年的年报和出席AGM， 听听公司最新进展。

再次恭喜赚钱的股东们

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哈哈哈。所有分析都有可能出错。
放“猜” 保留自己犯错空间。

这一两星期股价起了约50%。
恭喜哪些低价（50 SEN以下） 大量累积的股东们。

SALUTE经历技术转变，业绩下跌，COVID，技术突破和获得几位新TWS客户的生意，这次股价会比之前更稳了。


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不知道你们有看到Logitech TWS的盒子，和VISTA 2 盒子简直99% 一样。(刚刚有位股友也发现然后PM我）
加上JAYBIRD VIS TA是SALUTE独家设计和生产。

看上去SALUTICA有很高机会是Logitech新TWS的ODM。

我猜罢了
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Got chance, 50% Logitech product manufacturing in China. Since trade war, they got move out some product for Asia ODM manufacturers…
China got the good technology, quantity supply of labour, logistics and so on…

For TWS, due to it is small component, Salutica also got chance.


Look look Logitech AR:

Our principal manufacturing operations and third-party contract manufacturers are located in China and Southeast Asia, which exposes us to risks associated with doing business in that geographic area as well as potential tariffs, adverse tax consequences and pressure to move or diversify our manufacturing locations.
We produce approximately half of our products at the facilities we own in China. The majority of our other production is performed by third-party contract manufacturers, including original design manufacturers, in China, Taiwan, Hong Kong, Malaysia, Vietnam, and Thailand.
Our manufacturing operations in China could be adversely affected by changes in the interpretation and enforcement of legal standards, strains on China’s available labor pool, changes in labor costs and other employment dynamics, high turnover among Chinese employees, infrastructure issues, import-export issues, cross-border intellectual property and technology restrictions, currency transfer restrictions, natural disasters, regional or global pandemics, conflicts or disagreements between China and Taiwan or China and the United States, labor unrest, and other trade customs and practices that are dissimilar to those in the United States and Europe. Interpretation and enforcement of China’s laws and regulations continue to evolve, and we expect differences in interpretation and enforcement to continue in the foreseeable future.
Our manufacturing operations at third-party contractors could be adversely affected by contractual disagreements, by labor unrest, by natural disasters, by regional or global pandemics, by strains on local communications, trade, and other infrastructures, by competition for the available labor pool or manufacturing capacity, by increasing labor and other costs, and by other trade customs and practices that are dissimilar to those in the United States and Europe.
Further, we may be exposed to fluctuations in the value of the local currency in the countries in which manufacturing occurs. Future appreciation of these local currencies could increase our component and other raw material costs. In addition, our labor costs could continue to rise as wage rates increase and the available labor pool declines. These conditions could adversely affect our financial results.

好久没回来留言。
难得0.6 sen啊，很好的累积价格。

不久后，就会开始有投行出来写分析报告和给出目标价了。。。

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我现在都比较活跃在KLSE 哪里分享我得到的资讯。昨天也有分享一些。
这里很少活跃了，除了有些人私下PM我聊聊。

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恭喜哪天在0.5以下买到的股东。
59 SEN以下是很难得MR MARKET 给予的机会。

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Mercury, thank you so much.
I learn something new…

I bought yesterday
But I don’t know which broking firm selling..

So i had done transaction , how I’m going to know which broking firm selling?
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0.485
Good chance to accumulate if you :
done your homework,
can hold long term(1years above),
done risk planning…

Cheer

https://salutica.com/storage/attachments/SummaryofKeyMatters%5B1%5D.pdf

Last AGM , some Q & A update…

I guess Logitech will give more product for Salutica to manufacture in future.

As long as buy in low price.
This few month Salutica price very very hard drop below 0.5 , but luckily finally drop below 0.5…

Preparing nx Q if no good market react to share price, what is your plan?

Your time frame of holding?



投资世界里，最痛苦的不是C UT LOST 的人。
而是那些继续账面亏损，低价也不敢买，然后继续持有和骂管理层的投资人。

如果今天你和人和股做生意，一门生意赚钱，一门生意亏钱，你会想要抛售哪一门生意？我想答案很明显。
只是来到股市，决定很多时候相反。所以看到股市很多冤魂，一直持有亏钱的，然后继续骂老板骗人，没做工。




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https://youtu.be/eeC-IikMZx4

Not latest
Is last year interview

Can give you some pictures regarding how they manage inventory …

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=116137&name=EA_GA_ATTACHMENTS

Result came out..
Good
Keep hold

Can go YouTube search the interview with CEO.
Then you will have some hint why inventory high.
this inventory can give you some guidance…


Cheer

Nx Tuesday AGM.
See you guys.

Cheer

https://mpma.org.my/v4/wp-content/uploads/2021/05/FAQ-MITI-CIR65.pdf

最近看到一些SALUTE的员工都做很多夜班。
公司RUNNING 24 小时。

之前他的经理在聘请员工时也有提过赶工时会要求员工可以做夜班的。

这只是部分观察到的现状。


ＳＡＬＵＴE下一期的业绩非常关键！可以说是天堂地狱的临界点。股价还在50 SEN 以上，包含了期待。


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Khoo, for individual stock perspective, even Warren Buffett also can lose money. (Include Fong Siling]
He invest 400 + stock in his whole life, only around 10 stock make his performance so good.
Can go to check the video, they got explain in Berkshire AGM.



No matter how good we analyse, business world keep change.
Bad got chance become good
Good got chance become bad..

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You mean 1200 shoot up to 0.555?
Hahaha

Ya, I push up the price coz I want to take opportunity to wash , so can collect more in low price.


LOL… all the share I invested, I always saw how ppl explain 炒家的神奇威力。散户们比抄家更了解抄家的举动。

建议大家阅读本地股票分析师CFA的书《股票分析投资揭秘”。里头给出他对于抄家炒股票的看法。


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8899 了
射出分配给Salute的最后一批子弹。


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leavk123
Yup, for pass history and fundamental I agreed it is not a good buy.
But I’m curious, can you give me example of high NTA share? and high NTA indicate good stock ?

Im shareholder for Ahealth and Magni too, their share price history chart very nice.

Not Healthy future plan ? Pls also explain salute future plan , how you think it is not healthy.

Thank you
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其实我看到一些群，收到一些朋友问我关于老板卖股。

有人还说老板做么炒股票，不好好经营？


其实逻辑点想。
昨天那个数量和一开市的高价成交（约10%）就是有大的投资人觉得SALUTE好，才找老板要票。
你看看平常日的交易量，収几久才收得足够票？

既然有人用比我更多的钱和更高的钱看好salute .我反而觉得好消息。而且老板还有55% 得票，又不是弃船逃跑。

昨天我还建议朋友如果还没买完salute,是时候55-56 sen左右拉低和买完啦！（他们是之前低价不买，高价冲进去，造成少量paper lost )

看回去年预期这个黑天鹅把它压到最低33 SEN左右。
再看2020下半年业绩不好,股价调整到0.4 左右，
2021年头传闻要MCO2，股价调整0.48左右。
再来紧急状态，早上股价突然调整到0.42.

之后最近股价就算业绩不好，美股调整，只是调整到0.5。

现在55 SEN左右。是不是GOOD BUY？
我觉得你自己做好功课吧！

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Bad for those con at high price ?
Is a same, good for those who take opportunity to take profit at high price too.

Short term is a 0 sum game.
Go and check back comment at KLSE screener, last few month also fly > to 0.60 suddenly , some ppl took profit too.

Dchin, can you explain why they choose off market deal is good. Why they trade via bursa is bad?

For me is just part of the buy sell activities between 2 party.
As a investor I didt see any harmful effects…

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Announcement came out
Director sell…
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Wow
If the rumours is real.
I will change my take profit strategy and holding period.

Logitech got some high end product especially for game industry… it required high speed and accurate technology.

Salutica platform currently in stage 2, they keep upgrade the quality of their own platform…

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大的Volume 没了
现在是散户们正常交易。
Volume 开始变小。

看这几天announcement
Director sell share …


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Volume 一下子上来
根据经验
可能有比较大的投资者要票
所以和老板拿票

可能这几天announcement 可能会看到老板卖票。

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下一季财报才是关键。
相信管理层在多一两个季度会恢复派息/或者股息再投入计划。
你的低价累积可以给你带来：
1）丰厚股息
2）低风险
3）免费得到一颗开始结果的树。


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Usually E&E related company consider cyclical industries.
So this one currently my plan is hold 1 year then take some profit and observe…

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Hi morning dchin472,
Yup, previously use what metric to analysis, this management team is lousy, that why share price drop from 1.7++ to lowest 0.25+-…

In bursa, the company who are making lost or profit drop, mostly the reason is same: economy bad, and management team will try to solve the problem bla bla bla.
Cause no management team will said is due to our lousy management …


Regarding Apple,, this question a bit weird.
I got the technology, so I should get Apple business?
If I got Apple business, should I ask since you get Apple business, why you can’t get huawei business?



From previous study, salute won’t get Apple( or other big clamping business )due to Apple volume is very big for salute.
Plus, Apple’s China manufacturer for AirPod , the manufacturer already developed high quality technology few years ago for Apple.
And Apple keep communicate with their manufacturer to improve the quality. Most of them won’t simple change the manufacturer. You can search YouTube, Tim got explain it.

I think other brand also like that. They won’t simply sign a 2-3 years contract with manufacturer, cause both site also got risk.

My English not so good
Hope I can answer your question


*no matter how good we analysis a company, business keep change in future.
Buy in low price , build a profolio.
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Yes.. it is. I think the market always got this kind of competitive product…
This is what investor should deal with it…

技术已经有了。
接下来就是接洽多几个新客户，这样就可以进入更好的成长阶段。

希望今年出席AGM，管理层可以透露哪位大客户是谁。


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我看了很多YouTuber介绍新的VISTA 2
留言区都很正面。

Ya. It is exclusive manufacture by Salutica.
And from the quality and feature in Vista 2, I think Salutica really done a good job.

https://youtu.be/TCXQ3glJaCQ

I’m using Jabra ELITE ACTIVE 75t & AIRPODS PRO,
Feel like want to buy this Vista 2…

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I saw posting at Jaybird Instagram, a new product lunch on June

hi Huiwen, just check again.
Ya! Can operate due to Malaysia E&E is very important to global E&E.

我以为工厂不能营运，它会跌很多。哪知道市场习惯了。也没跌很多。除了上次一下子宣布“紧急状态”，吓到市场一下。