Kobe

Kobe | Joined since 2018-04-15

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2020-11-01 11:48 | Report Abuse

In the mean while produce the factory and the same time apply for the license. Not bad for the management team. Once finish construction can sell.. mahsing also lose

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2020-10-24 15:02 | Report Abuse

Don foolish all of u.. never break new previous high ady.. see the graph higher low ady

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2020-10-08 19:08 | Report Abuse

I ady sell all my glove stock n decided to invest in other countries. I will not invest anymore in Malaysia market ady.. very disappointed bursa Malaysia. Singapore is my 1st priority

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2020-05-29 20:07 | Report Abuse

Omg myeg haven’t released financial report and he didn’t mention he will delay

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2020-03-11 20:49 | Report Abuse

Let’s have a hope

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2020-02-14 15:47 | Report Abuse

Run ah.. drop again

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2020-02-13 11:19 | Report Abuse

Hi @meiling

Before 10 hours Ago

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2020-02-13 10:20 | Report Abuse

Samsung just launch new phone S20 plus and Ultra that the camera using TOF (Time of Flight)

Pentamaster annual report mention that

The second catalyst will stem from the Group’s broadening exposure in the 3D sensor module test equipment and solutions, covering various 3D testing requirements for both Structured Light (SL) and Time of Flight (TOF) applications as well as VCSEL.

Copy from KLSE APP. This Jaya Jusco guy quite chun. Always share the main point.

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2020-02-11 22:22 | Report Abuse

Downtrend penta. This quarter report may be not good

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2020-02-02 22:12 | Report Abuse

4.5 something is possible

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2019-10-01 10:41 | Report Abuse

千万千万不要飞先

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2019-10-01 10:40 | Report Abuse

跌的真慢。。我在等着机会买。希望庄家可以快点洗盘。

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2019-08-16 22:16 | Report Abuse

Agree 1977 final. If penta give dividend I will sell ALL.

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2019-06-21 01:38 | Report Abuse

@Jn88 mind to share which online sifu still holding? Thanks for sharing

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2019-04-08 19:41 | Report Abuse

Ya high liao.. can sell already

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2019-02-23 02:29 | Report Abuse

Penta is automation

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2018-06-08 17:25 | Report Abuse

Since like don have good news in agm

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2018-06-08 10:26 | Report Abuse

Share buy back announce soon

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2018-06-08 09:14 | Report Abuse

Today is agm meeting for penta.. who can share some good news to us

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2018-06-01 00:03 | Report Abuse

Pentamaster - FY 2018 Earning Forecast & 1st TP: RM 3.75 (4) - YiStock
Author: YiStock | Publish date: Thu, 31 May 2018, 06:35 PM



Pentamaster has released 2 sets of Q1 2018 Quarterly Report on 22 May 2018. One set for PCB & one set for PIL.

Both set of account has many similarity simply because 63.1% of PIL is owned by PCB. By comparing 2 set of results, i tried to do an earning FORECAST for full year 2018. At the same time trying to clear the quastion of RM 7.146 mil listing expenses is actually prepaid by PCB only. (Please note that an earning forecast is near similar to weather forecast. It will never be 100% accurate. It certan cases, the accuracy is Zero)

PCB PIL PCB
Q1 2018 Q4 2017 Q3 2017 Q2 2017 Q1 2017
Revenue 99,383 98,048 98,504 83,302 54,811 47,572
Cost of Goods Sold 69,886 68,515 69,159 62,622 37,215 34,557
Gross Profit (a) 29,497 29,533 29,345 20,680 17,596 13,015
% gross margin 29.68% 30.12% 29.79% 24.83% 32.10% 27.36%
Other Income 5,955 5,951 4,405 212 426 419
Incl. Forex gain 5,454 5,454 363 71 237 17
adjustment (b) 501 497 4,042 141 189 402
Admin Expenses (c) 18,708 12,553 18,434 9,665 5,028 3,229
Incl. Listing Expenses 7,146 1,647 1,062 4,140 0 0
incl. One-off amortisation proj. Man + GEMs 0 0 4,522 0 0 0
Incl. Forex loss 4,792 3,926 5,959 920 1,260 0
adjustment (c) 6,770 6,980 6,891 4,605 3,768 3,229
% core admin expenses 6.81% 7.12% 7.00% 5.53% 6.87% 6.79%
Reported PBT 16,448 22,645 13,458 9,415 11,768 9,341
tax 1,434 1,434 1,498 1,014 1,452 846
Reported PAT 15,054 21,211 11,960 8,401 10,316 8,495
Adjusted Core PAT (add back special item & net forex exposure ) 21,538 21,330
18,735

13,390 11,339 8,478
% net profit margin 21.6% 21.7% 19.0% 16.1% 20.6% 17.8%
Reported PAT (owner of the company) 7,227
Core earning @ 63.1% (approximately) 14,024 (14% margin)
Interpretation:

1) based on above quarters report, we can see that "Admin Expenses" after excluding Listing Expenses, Forex Loss & One off expenses, the percentage is around 6.7% (average 6 quarters). It is the Listing exercise that mess up the admin expenses. Since the listing activity is completed, i expect admin expenses should back to normal.

2) Foreign currency hedging were conducted perfectly all the while except for Q4 2017. Reason can be found in Q4 quarter report.

3) Listing fee for PIL (RM1.647 mil) and PCB (RM7.146 mil) has been reported separately in Q1 2018. This is the reason causing the Admin Expenses amount reported differently in PCB (RM 18.708 mil) and PIL (RM 12.553 mil) quarter report. Therefore, the listing fee showed in PCB report amounted to RM 7.146 is supposed to be wholly paid by PCB.

4) Total Listing expenses paid so far is RM 14 mil (instead of RM 15 mil). Question remain if such amount paid by PCB will eventually be claimed back from PIL. Any claim should add back to future PCB's net profit. Refer HERE.

5) Adding back the listing fee into PCB's portion of earning (owner of the company (63.1%), Profit will be around RM 14 mil for Q1 2018 for PCB only.

6) PCB order book stood at RM 315 mil as of end of Q1 2018 and all machines supposed to be delivered to end customer in coming 3 to 4 quarters.

7) The Most Optimistic case:

FY 2018 total Revenue RM 400 mil; @ 19% net margin (average 6 quarters) = RM 76 mil net profit for PCB & PIL. Apply bluntly 63.1% = RM 48 mil @ EPS 15 sen per share for PCB only

PCB historical PE is at the normal range of (20 to 30) from Aug 2017 to May 2018. Refer below:



By applying BLUNTLY PE 25,

TP for penta: 25 PER x 15 sen = RM 3.75 per share, representing upside potential of 60% from today closing price of RM 2.33

Should Penta Order Book continue to increase as per my article here, i shall review this TP again.

Cheers,

YiStock

Note: This is the most optimistic case. If you buy blindly without own research, you most likely ended up in shark's stomach. Good Luck!

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2018-05-31 01:53 | Report Abuse

If buyer more than short selling.. confirm don have this case happen.. so our power is buy when we noticed the price is lower..

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2018-05-28 09:30 | Report Abuse

@lsv where the article show by maybank

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2018-05-22 10:31 | Report Abuse

Nobody interest this counter ady

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2018-05-21 15:31 | Report Abuse

Big boss want collect the lowest price

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2018-05-16 12:41 | Report Abuse

Not good ma so keep delay lo

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2018-04-28 19:40 | Report Abuse

Need wait big crocodile come back this counter

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2018-04-26 10:25 | Report Abuse

Usd to myr : 3.918

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2018-04-25 02:40 | Report Abuse

USA drop like hell

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