Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

EPF acquired every day

Waiting good news

The group is poised to benefit from its: (i) latest product commercialisation with a German client, and (ii) expansion of factory space (+30k sq ft) which is targeted to be completed by Aug / Sep 2021.

GTRONIC Technology Bhd (Trading Buy)
GTRONIC is a company that develops and manufactures sensors which are used in a multitude of electronic products, such as mobile devices, personal computers and GPS systems.

The group is poised to benefit from its: (i) latest product commercialisation with a German client, and (ii) expansion of factory space (+30k sq ft) which is targeted to be completed by Aug / Sep 2021.

YoY, the group’s revenue has increased to RM227.5m (+5.1% YoY) in FY20 due to higher volume loadings of key sensors. Meanwhile, its net income increased to RM50.8m (+13% YoY) given the better operational efficiency achieved.

Fundamentally, consensus is forecasting GTRONIC to make net income of RM67.7m (+33% YoY) in FY21 and RM77.8m (+15% YoY) in FY22, which translates to forward PERs of 26.7x and 23.2x, respectively.

Chart-wise, the stock has been treading between the key support levels of RM2.57-RM3.05 since August last year. With the stock recently tested its key support level at RM2.57, which subsequently saw the RSI forming higher highs and the bullish MACD crossover, we thus expect the stock to rebound and head north.

Our key resistance levels are set at RM3.00 (R1; +11% upside potential) and RM3.10 (R2; +15% upside potential).

AmInvestment Bank Research said the increased demand for semiconductor is partly contributed by the adoption of fifth generation (5G) smartphones and increased investment in expanding 5G infrastructure globally.

Other positive catalysts included the emerging demand for electric vehicles and autonomous driving with more interest in new technologies such as silicon carbide and gallium nitride as well as growth in smart sensors.

In addition, the adoption of Industry 4.0 technologies such as big data, automation, and internet of things or IoT to build a more resilient supply chain has spurred the demand for semiconductors.

“We keep our “neutral” outlook on the technology sector as we believe that the multi-year growth riding on positive prospects has been fairly valued, ” said AmInvestment Bank Research.

AmInvestment Bank Research said the increased demand for semiconductor is partly contributed by the adoption of fifth generation (5G) smartphones and increased investment in expanding 5G infrastructure globally.

Other positive catalysts included the emerging demand for electric vehicles and autonomous driving with more interest in new technologies such as silicon carbide and gallium nitride as well as growth in smart sensors.

In addition, the adoption of Industry 4.0 technologies such as big data, automation, and internet of things or IoT to build a more resilient supply chain has spurred the demand for semiconductors.

“We keep our “neutral” outlook on the technology sector as we believe that the multi-year growth riding on positive prospects has been fairly valued, ” said AmInvestment Bank Research.

AmInvestment Bank Research said the increased demand for semiconductor is partly contributed by the adoption of fifth generation (5G) smartphones and increased investment in expanding 5G infrastructure globally.

Other positive catalysts included the emerging demand for electric vehicles and autonomous driving with more interest in new technologies such as silicon carbide and gallium nitride as well as growth in smart sensors.

In addition, the adoption of Industry 4.0 technologies such as big data, automation, and internet of things or IoT to build a more resilient supply chain has spurred the demand for semiconductors.

“We keep our “neutral” outlook on the technology sector as we believe that the multi-year growth riding on positive prospects has been fairly valued, ” said AmInvestment Bank Research.

Silicon metallic

AmInvestment Bank Research said the increased demand for semiconductor is partly contributed by the adoption of fifth generation (5G) smartphones and increased investment in expanding 5G infrastructure globally.

Other positive catalysts included the emerging demand for electric vehicles and autonomous driving with more interest in new technologies such as silicon carbide and gallium nitride as well as growth in smart sensors.

In addition, the adoption of Industry 4.0 technologies such as big data, automation, and internet of things or IoT to build a more resilient supply chain has spurred the demand for semiconductors.

“We keep our “neutral” outlook on the technology sector as we believe that the multi-year growth riding on positive prospects has been fairly valued, ” said AmInvestment Bank Research.

MyEG set to soar with expansion into healthcare - https://www.thestar.com.my/business/business-news/2021/03/24/myeg-set-to-soar-with-expansion-into-healthcare (Share from StockHunter)

MyEG set to soar with expansion into healthcare - https://www.thestar.com.my/business/business-news/2021/03/24/myeg-set-to-soar-with-expansion-into-healthcare (Share from StockHunter)

MyEG set to soar with expansion into healthcare - https://www.thestar.com.my/business/business-news/2021/03/24/myeg-set-to-soar-with-expansion-into-healthcare (Share from StockHunter)

（吉隆坡24日讯）兴业零售研究表示，QES Group Bhd交投活络且突破21日简单移动平均线（SMA）后，出现反弹迹象。

该研究机构今日在报告中指出，如果该股能够保持在53仙即时支撑位上方，可能会出现看涨。

“下一阻力位为59仙和66.5仙。

QES Group showing signs of extending rebound, says RHB Retail Research
Surin Murugiah
/
theedgemarkets.com

March 24, 2021 07:26 am +08

QES Group showing signs of extending rebound, says RHB Retail Research
-A+A
KUALA LUMPUR (March 24): RHB Retail Research said QES Group Bhd is showing signs of extending its rebound after crossing above 21-day simple moving average (SMA) line on strong volume.

In a trading stocks note today, the research house said this positive bias is likely to be extended if it manages to stay above the 53 sen immediate support.

“The next resistance levels are pegged at 59 sen and 66.5 sen.

/edwinyap86.@ please get out and run far far. You sure didn’t hold penta share.

I am Accumulating more share today.

Chairman is Chuah Choon Bin.

Meanwhile, Press Metal Aluminium Holdings Bhd's Tan Sri Koon Poh Keong garnered RM20.22 million through his holdings in Press Metal and PMB Technology Bhd. Press Metal declared a fourth interim single-tier dividend of 1.25 sen per share in its 4QFY20 ended Dec 31, 2020 while PMB Technology declared a one sen dividend to its shareholders.

Highlight - Tan Sri Dr Teh Hong Piow (Photo by Kenny Yap/The Edge) - http://www.theedgemarkets.com/article/malaysias-richest-tycoons-and-billions-dividends-they-earned-final-quarter-2020 (Share from StockHunter)

Wah tp 7

神通网络末季净利涨62% - https://www.enanyang.my/财经新闻/神通网络末季净利涨62 (Share from StockHunter)

行家论股
热门股:齐立科技 上挑RM6.27
2021年03月13日
齐立科技（PMBTECH，7172，主板工业股）的日线股价趋势，于3月12日显现一段技术反弹走势，闭市时报5.94令吉，按日涨33仙或5.88%。短期间该股或会上挑5.95-6.27令吉水平。

12/3/21行情

Plant 2 is our hope to new era

Phase 2 Silicon Metal facility commenced on end of 3rd Quarter.

Hold

Fundamental & netcash & improving ICUs medical devices business

Hold tight .. break 6.05 today.

Automation equipments need technology & can top glove do automation equipment.??? Hahaha

Gloves is goreng & everyone can produce

Fly soon

Recently Penta had Brought a lot of new machines for new business and expansion & doing acquisition & I believe coming QR onwards should be good. Sabar please. Equipments Automation dragon head.

Wow .. very Good dividend & some more revenue highest record

Global shortages...
Silicon metal is a grey and lustrous semi-conductive metal that is used to manufacture steel, solar cells, and microchips. Silicon is the second most abundant element in the earth's crust (behind only oxygen) and the eighth-most common element in the universe. Nearly 30 percent of the weight of the earth's crust can be attributed to silicon.

Global serious shortages... price up
High-purity silicon metal is used by many industries. In the chemical industry it is used for producing silicon compounds as well as silicon wafers used in photovoltaic solar cells and electronic semiconductors. ... When used with aluminum, silicon improves its c

The performance of QES just released is not a big surprise. Compared with last year, Profit has improved by 19% and compared with last quarter, it has improved by 21%.

As mentioned in the previous sharing, QES is undergoing transformation to strengthen the manufacturing business with higher profit margins.

Judging from the performance this time, this point is confirmed again. Revenue and Profit of QES's manufacturing operations were 32% and 36% higher than the previous quarter. If you compare Q4 last year, the improvement is even more impressive.

It is worth mentioning that the Group's manufacturing business Margin has maintained a level of 20% in the past two quarters.

As for the Group Distribution business, although the revenue has not changed much, the profitability is obviously deteriorating, and the overall Margin has fallen to the remaining 3%.

Therefore, the performance this time can be regarded as my expectation. The distribution business margin of the group has been eroded, and the manufacturing business, like a rising star, has gradually become the backbone of the group.

The reason why some semiconductor stocks in the Malaysian stock market are so popular is that most of them are involved in high value-added manufacturing businesses, and their profit margins are higher. The natural market is willing to give higher valuations.

However, QES used to be more in the distribution business, so it is normal for the market to coldly implement it. And the group's manufacturing business will be the company's Game Changer.

If you understand QES products and the current problems facing the semiconductor industry, you will understand the potential of QES products. (If you are interested, you can go back to the previous shared article)

Regarding my own investment strategy, because I have been ambushing at low prices before, there is already a considerable floating profit, so I arbitrage some and keep some as long-term holdings.

In the short and medium term, because the stock price has risen too much before, and the previous expected performance of the market may not be so beautiful, the stock price is currently in the callback phase. Once the price starts to stop falling, it will be deployed to prepare for the next wave

因此，这次的业绩算是我的预料之中，集团的Distribution业务margin受到侵蚀，而Manufacturing业务就如后起之秀，慢慢成为集团的主干。

QES 业绩分享

QES刚出炉的业绩没有太大的惊喜，跟去年相比Profit进步19%，跟上个季度相比，则进步了21%。

之前的分享说过，QES正在经历转型，以加强赚幅更高的制造业务。

从这次的业绩来看，再次印证了这点。QES的制造业务Revenue和Profit，比上个季度分别高出32%和36%。如果比较去年Q4，进步幅度更是令人眼前一亮。

值得一提的是，集团的制造业务Margin，更是在近2个季度都维持在20%的水平。

至于集团Distribution业务，虽然营收没有太大的变化，但是盈利能力显然每况愈下，整体Margin更是跌到剩下3%。

因此，这次的业绩算是我的预料之中，集团的Distribution业务margin受到侵蚀，而Manufacturing业务就如后起之秀，慢慢成为集团的主干。

马股的一些半导体股为什么这样吃香，原因就是因为大部分都涉及高附加价值的制造业务，赚幅更加的高，自然市场愿意给予更高的估值。

而QES之前更多的是在分销生意上，因此被市场冷落实属正常。而集团的制造业务，将会是公司的Game Changer。

如果有了解QES的产品，以及目前半导体行业所面临的问题，就明白QES产品的潜力有多大。（有兴趣可以看回之前的分享文章）

对于我本身的投资策略，由于之前已经埋伏在低价位，目前已经有相当可观的浮盈，因此套利一些并保留部分作为长期持有。

中短期方面，因为股价此前涨幅太大，加上之前可能是市场预期业绩不那么漂亮，因此股价目前正在回调阶段。一旦价格开始止跌，将部署为下一波作准备。

Accumulating

telusdansuci @ we have same prediction

Penta Should very good QR like Vitrox

Accumulating more n more. Long term TP over 10

Next q with full contribution from 2nd plant, profit will increase further