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2020-10-08 13:46 | Report Abuse
They got local gf also la
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2015-09-26 22:34 | Report Abuse
@jwarren:
For the large part of the company (unpublished) history, they have been doing very well in terms of YoY growth and profit. The negative YoY come during recent semiconductor slump in FYE12/13. FYE14 growth is due to it's successful new product that allow them to target mobile/handheld market. They do have other customers in other industry though.
It's hard to find a similar companies in local/region. Because the industry they're in have high barrier in terms in technical level & cost. They are more like Vitrox/National Instrument/Keysight than MMS.
And I know the internal numbers are rosy.
@bursabullalways:
Most of their competitor is US based, i.e. National Instrument, Keysight (formely Agilent). They don't have local/regional-based competitor of real in the industry they are moving in.
On Inari... really a large swath of their business come directly from Avago. Their other business also come from contractor of Avago. Inari even have a factory within Avago campus. Personally I would think if there is one day where Avago is gone, these company will be gone too.
And yes, it's a young company, appr. 10 years old. This IPO will allow they to serve more business that they've been rejecting over the years, due to management choice to focus on R&D, and hence growth in FYE14.
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2015-09-22 14:30 | Report Abuse
While one certainly should take profit, I would say this counter also can also hold for long term. They're one the very few company globally that do what they do, and they're rather good in what they do.
Whether it's a pro/opportunity or cons/threat, your mileage may vary.
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2015-09-22 14:16 | Report Abuse
Aemulus business is identical to National Instrument, Keysight, Advantest. But they're not the same as MMS. They design equipments and sell to companies like Avago and a few other big MNC globally, for them to perform QA test on semicon/electronics chips.
They're doing very well with their product per-IPO.
Stock: [MMAG]: MMAG HOLDINGS BERHAD
2020-10-08 14:22 | Report Abuse
Keep surging