VS - Firmly On Track
Author: PublicInvest | Publish date: Wed, 5 Jul 2017, 08:43 AM

VS Industry had its quarterly meet-up with the investment community yesterday to provide updates on current developments and its recent 3QFY17 results. The meeting this time round however also included a presentation made by the Executive Chairman of Seeing Machines Ltd, a 12%-owned investee company. Key take-away from the meeting is that the Group remains firmly on track to achieve robust earnings growth in the coming financial years, underpinned by increasing orders by its key customers. Our Outperform call is reaffirmed with target price unchanged at RM2.36 based on 16x fully-diluted CY18 EPS.
http://klse.i3investor.com/blogs/PublicInvest/126760.jsp

V.S. - Better Margins Driving Earnings Growth
http://klse.i3investor.com/blogs/MplusOnline/125412.jsp

V.S. Industry Berhad
Come to fruition
https://eresearchsystem.bursamalaysia.com/eResearch/webdownload.pub?id=19729

增新生产线．中业务有惊喜．威城盈利料续强劲
http://klse.i3investor.com/blogs/sin_chew_hot_stocks/125405.jsp

PublicInvest Research keeps VS Industry as Outperform
Read more at http://www.thestar.com.my/business/business-news/2017/06/14/publicinvest-research-keeps-vs-industry-as-outperform/#cVBmzKjrzZveuyxi.99

Son VS-WA is just catching up, will run faster than Mother for the time being

Some 20% premium in 2017

Mother Price = 204, Conversion Price = 165

204 * 120% = 245

245 – 165 = 80 ==> VS-WA fair price (Ratio = 245 / 80 = 3.06)

Once mother hit 330, mother and son will run together !

Visible upside Reiterate BUY with higher TP of RM2.35
https://eresearchsystem.bursamalaysia.com/eResearch/webdownload.pub?id=19540

20% premium (Conservatively)
Mother Price = 198, Conversion Price = 165
198 * 120% = 237
237 – 165 = 72 Warrant fair price (Ratio = 198 / 72 = 2.75)

6963WA (VS-WA °)
Changes in Director's Interest (S135) - DATIN GAN CHU CHENG
20-04-2017 07:00:28

Date of Notice: 18-04-2017

Transactions:
No Date Transaction Type No of Shares Price(RM)
1 13-04-2017 Acquired 250,000 0.405
2 14-04-2017 Acquired 100,000 0.403



6963WA (VS-WA °)
Changes in Director's Interest (S135) - DATUK BEH KIM LING
20-04-2017 07:00:28

Date of Notice: 18-04-2017

Transactions:
No Date Transaction Type No of Shares Price(RM)
1 13-04-2017 Acquired 250,000 0.405
2 14-04-2017 Acquired 100,000 0.403

Don’t play contra, in and out, try to time the market – you’ll get hurt
Wanna quick gain Huat overnight go casino gamble faster
Invest this good stock for long term to earn good return steadily

6963WA (VS-WA °)
Changes in Director's Interest (S135) - CHONG CHIN SIONG
11-04-2017 07:00:31

Descriptions(Class and Nominal Value):
Warrants

Date of Notice: 07-04-2017

Transactions:
No Date Transaction Type No of Shares Price(RM)
1 07-04-2017 Acquired 200,000 0.395



6963WA (VS-WA °)
Changes in Director's Interest (S135) - CHONG CHIN SIONG
11-04-2017 07:00:33

Descriptions(Class and Nominal Value):
Warrants

Date of Notice: 10-04-2017

Transactions:
No Date Transaction Type No of Shares Price(RM)
1 10-04-2017 Acquired 1,000,000 0.397

6963WA (VS-WA °)
Changes in Director's Interest (S135) - CHONG CHIN SIONG
10-04-2017 07:00:31

Descriptions(Class and Nominal Value):
Warrants

Date of Notice: 07-04-2017

Transactions:
No Date Transaction Type No of Shares Price(RM)
1 07-04-2017 Acquired 200,000 0.395

V.S. INDUSTRY - A level above
https://klse.i3investor.com/blogs/jfapex/120272.jsp

Valuation & Recommendation
Maintain BUY on VS with a higher target price of RM2.27 (from RM2.00) following our earnings upgrade. Our fair value is based on unchanged 14x FY2018F PE (historical peak PE) with diluted EPS forecast of 16.2 sen.
We favour the stock as it is: a) a leading local Electronics Manufacturing Services (EMS) provider with production facilities across Malaysia, Indonesia and China, which enables the Group to tap larger market share and benefit from economies of scale; b) capable to offer vertical integrated services, i.e. tooling, plastic injection, PCBA and complete product assembly to its major client, a distinct advantage to its peers in Malaysia; c) commendable core earnings growth of +47.9% for FY17F and +38.5% for FY18F; d) strong order pipeline from its existing customers; e) sturdy balance sheet with low net gearing of 0.2x and its strong operating cash flow; and f) potential synergy from its investment, 12.1% stake, in Seeing Machines Ltd on the back of strong prospects in advanced technology evolved in automotive sector after witnessing Intel’s pricey purchase of Mobileye.

Source: JF Apex Securities Research - 10 Apr 2017

VS - Gearing Up For More
http://klse.i3investor.com/blogs/PublicInvest/119985.jsp

Wednesday, 29 March 2017 | MYT 2:45 PM
Stronger quarters ahead for V.S. Industry
image: http://www.thestar.com.my/~/media/online/2017/02/01/00/11/corporatenews19jan2017.ashx/?w=620&h=413&crop=1&hash=3139AC69499254ED8CC70FE30C6BB088EA02EB78


PETALING JAYA: V.S. Industry Bhd, which saw higher earnings for the second quarter amid stiff competition, expect stronger quarters ahead buoyed, among others, by original design manufacturer (ODM) brewer model production and seasonally stronger quarters for its US-based client Keurig Green Mountain Inc.

AmInvestment Bank Research on Wednesday said the other factor that would drive the company’s earnings would be the ramp-up in production of a floor-care product for “customer X”.

Since Feb’17, a second assembly line for the floor-care product had started running, while the third production line is expected to come on stream in May.

With spare capacity at customer X boxbuild factory, VSI has the capacity to take on further orders from its client, it noted.

For the second quarter ended Jan 31, 2017, the company raked in RM 35.5mil in net profit compared with RM27.5mil a year ago. For the six months, net profit contracted to RM69mil from RM87,7mil previously.

The research house was maintaining a buy call on the stock with a higher fair value (FV) of RM2 as it rolled forward its valuation to calender year 2018.

Read more at http://www.thestar.com.my/business/business-news/2017/03/29/stronger-quarters-ahead/#35zRZX9PlpaEjLeP.99

RHB Research Insights

VS Industry - All-Round Performance

BUY TARGET PRICE: MYR 2.12

We maintain BUY on VS Industry with a higher TP of MYR2.12 (from MYR1.72, 22% upside). We expect more orders to come from one "Customer X", and also from other key customers including Keurig and Zodiac. NEP should also contribute to its direct earnings contribution as an associate (20% stake), aside from the commitment of all new manufacturing orders. Its China plant has turned the corner following the commencement of the mass...

Ridiculous

Common mistake: Sell good share too soon

Wow~

王者歸來

Retreated a bit / paused, don’t buy and buy when it surges again?

Window of Opportunity is closing

The exciting game has just started; more goodies will come soon, be patient you’ll be rewarded handsomely

26/01/2017 TECHNICAL BUY - VS (6963)
http://klse.i3investor.com/blogs/PublicInvest/114751.jsp

http://www.thestar.com.my/business/business-news/2017/01/05/vs-industry-forecasts-stronger-results-in-the-second-half/

Buy Buy Buy

Hope not up too fast…my new bullets coming

thank you for those that complain and sell +1
collected many more at 1.20~1.23

Notice of Shares Buy Back - Immediate Announcement
V.S. INDUSTRY BERHAD
Date of buy back 03 Feb 2016
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4993553

If u bought a good stock like VS cannot even hold for a year, you better go to Genting. Get rich faster.

The pain you feel today will be the strength you feel tomorrow

Keep the faith, ignore the noises

Don’t worry about temporary fluctuations…you are not invest for short-term.

Directors just took this golden opportunity to collect more VS shares.

Changes in Director's Interest (S135)
Name DATUK BEH KIM LING
Type of transaction Date of change No of securities Price Transacted (RM)
Acquired 21/01/2016 140,000 1.337
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4985877

Changes in Director's Interest (S135)
Name DATIN GAN CHU CHENG
Type of transaction Date of change No of securities Price Transacted (RM)
Acquired 21/01/2016 140,000 1.337
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4985837

Importance of giving out consistent cash dividends - Pantech, VS,...

"Not all listed companies giving out dividends consistently, "

"Look at the holding of Berkshire Hathaway:
American Express (4 dividends per year)
Coca-Cola (4 dividends per year)
Goldman Sachs Group (4 dividends per year)
IBM (4 dividends per year)
Moody (4 dividends per year)
Wal-Mart (4 dividends per year)
Warren Buffett likes to invest in companies which giving out consistent dividends, even better with growing dividends. "

" If you have consistent cash dividends (and growing), share dividends, and share buyback; it is only a matter of time for the price to shoot up."

" Recommendation?

Pantech
VS
..."

http://klse.i3investor.com/blogs/sharebuyback/90309.jsp

6963

All SoHais, Clowns and Monkeys join forces now Hahaha
DOW future up 200+
Next week VS will fly very high !

Wow~
Finally supermx bought VS already from the victims he advised to sell sell sell!
Sure shoot up from now on!!!

Market always overreacted
Retail investors always blindly follow panic selling
Then regret right after sold, always missing rebound and another new high
History always repeats itself
If you invest not gamble, nothing to worry

RSI 8.824
very oversold

nvest good shares like VS for longer term, don't gamble
Buy now easily 30%-40% profit before Chinese New Year
If you scare, split into 3,4 batches to buy
Ignore all the clowns noises

Profit have been increasing
Ringgit down against USD
Ambitious and able management

Retail investors don't make the same mistake again
Hesitate to buy when market is down golden opportunity
Chase high when the price rising
VS very good stock PE so low now
Dividend, bonus warrants, share split all have what more you want?

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4982193

Director bought again today!

"Now you can buy many good stocks at a discount. I think the following shares are good stocks to buy.
If you want to be a super investor, you must take advantage of this buying opportunity. "

V.S INDUSTRIES
VS ranked 25 of the world top 50 electronic manufacturing companies in 2014. It is contract manufacturer of Keurig Green Mountain for its Keurig coffee machine, Dyson, sole OEM for Zodiac Pool Cleaners and etc. VS has operation in Malaysia, Indonesia, China, Vietnam and etc. 90% of the sales are transacted in USD and this accelerated earnings growth for the past few quarters.
The company was in talks with new clients in US and Europe and expect increasing export orders in 2016.

KYY buy call VS!!!!

The previous clowns bad mouth VS to collect at cheaper price already collected and gone.
Now another clowns come out⋯

How to spot an undervalued gem in stock market? This is a very interesting question. One famous example is VS industry berhad. Look at the annoucement made by VS starting from 18 July 2014, its directors keep buying back VS shares through ESOS and open market.
http://klse.i3investor.com/blogs/sharebuyback/90000.jsp

golden opportunity to buy