Stevecheahsw

Stevecheahsw | Joined since 2013-10-29

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Stock

2014-03-24 17:43 | Report Abuse

Why Dato Thong keep dispose share in the market...?

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2014-03-24 11:14 | Report Abuse

Why director disposal him share?

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2014-03-23 23:30 | Report Abuse

shiping, i hold mtronic from 2012 until now, if cut nopw will loss 50%.

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2014-03-23 15:19 | Report Abuse

If fly to sky how about mtronic ?

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2014-03-21 21:10 | Report Abuse

Metronic is a major share holder

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2014-03-21 21:10 | Report Abuse

Be a MMSV Major share holder

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2014-03-20 17:13 | Report Abuse

Sunday, March 9, 2014

 

碳粉,英语称为Toner,已经成为日常生活中不可或缺的物品之一。

碳粉的主要成分不是碳,而大多数是由树脂和黏合剂组成。
 

 
墨粉经高温融化到纸纤维中,树脂被氧化成带有刺激气味的气体,这就是大家所说的‘臭氧’。

这种气体只有一种好处,就是保护地球,减少太阳辐射的危害。

对人体本身没什么好处,会对人体粘膜造成刺激,容易提高哮喘发生率或是鼻子过敏,甚至头晕、呕吐等现象。
 

 
碳粉分为磁性碳粉与无磁碳粉,且每一个机器型号所用的碳粉的成分配比都是不同的。

许多瓶装碳粉或散装碳粉皆没有区分,只用一种磁性碳粉混用,在用错碳粉或用劣质碳粉的时候就不单单对人体与环境有害,并且还会损坏打印机及影响打印机寿命。
 


2006年4月20日上市的加迪影像(JADI,7223,主板工业产品股),是马来西亚唯一、东南亚最大的碳粉制造商,产品销售至全世界50多个国家。
 
加迪影的业务主要是开发、制定、生产用于镭射打印机、复印机、传真机、多功能办公室器材的碳粉。
 

 
过去几年,随着智慧型手机和云端运算服务可储存影像,造成消费者印刷行业开始转变。
 

 
消费者印刷形态转变、欧洲经济放缓,导致印刷装备需求降低,市场上的“随需列印”也导致印刷量锐减,这些都严重冲击加迪影像的盈利。
 

 
截至2013年4月3日,加迪影像的其中一个主要大股东为发电商美佳第一(MFCB,3069,主板贸服股)。
 

 
加迪影像旗下的几家主要子公司分别是:

加迪影像科技私人有限公司(马来西亚)
加迪影像发展私人有限公司(马来西亚)
加迪化学有限公司(马来西亚)
加迪碳粉供应有限公司(马来西亚)
加迪影像科技(苏州)有限公司 (苏州)
加迪影像资源有限公司(美国)
 

 
加迪影像科技私人有限公司(马来西亚)及加迪影像科技(苏州)有限公司 (苏州)主要生产黑色激光打印机碳粉。

加迪影像发展私人有限公司(马来西亚)负责生产黑色激光打印机碳粉。

加迪化学有限公司(马来西亚)负责生产化学原料。
 


加迪影像资源有限公司(美国)则是一家销售和分销公司。
 

 
随着绿色技术的突破,经过8年的研究与开发,加迪影像研发了世界上第一款生物基础的Palmotone化学碳粉,以及一系列的环保的化学彩粉,从而降低使用可消耗的石油资源,减少不利的二氧化碳的排放。
 
尽管含有了生物基础的物质,在色彩应用上,比起以石油为基础的化学碳粉来的更环保。
 


投资风险:

1. 电费涨价,连带提高成本压力;
 
2. 面对汇率波动的风险;
 
3. 原料主要来自原油的副产品,所以原油价格的波动,会带来影响;
 
4. 消费者的消费趋向;
 
5. 产能使用率。
 


 
除了降低成本,加迪影像采取保守资金管理手法,包括保留现金和降低平均库存。

加迪影像希望在2015年达到十万五千公吨的总生产能力,以成为世界最大的独立碳粉制造商。
 
然而基于目前盈利展望疲弱,加上电费涨价,恐进一步影响公司赚幅,分析员下调公司2013至2014财年盈利预测34.9%和17.2%。
 

 
http://klsecompany.blogspot.com/2014/03/4jadi.html

Stock

2014-03-20 09:53 | Report Abuse

2.50 have 1 mil block

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2014-03-20 08:44 | Report Abuse

steelheart, u hold inari and instacom..?

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2014-03-20 00:28 | Report Abuse

Tan, how much you bought?

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2014-03-19 19:44 | Report Abuse

Wednesday, 19 March 2014

 
Today I read a report that Affin Research has raised Inari's target price to RM3.33! This means there is still potential 50% upside from RM2.20 currently.
 
Just less than a month ago, Affin has just revised its target price for Inari upwards to RM2.55.
 
Anyway, the target price of RM2.55 is for year 2014, while RM3.33 is for year 2015, base on PE ratio of 15x.
 
 

       Inari: 70sen in June13
 
 
In the middle of last year, Inari's share price appreciated more than 100% in 6 months time. Some investors may think that the rise was over just because the pace was too fast. However, it went up another 200% from there in 8 months.
 
So, rather than looking at the chart alone, investors should roughly know the value of the stock before buy and sell.
 
It is reported that the newly acquired Amertron will post stronger revenue and profit margin in FY2014 which ends in June 2014.
 
Besides, Amertron's China operation was qualified by a leading smartphone player for infrared product in Feb14. If it successfully get the contract, then it will certainly be a big boost to Inari.
 
Inari plans a capex allocation of as much as RM80mil for its FY15 mainly to cater for higher production in RF & fiber optics segment. Its capex for FY12, FY13 & FY14 are RM20mil, RM40mil & RM40mil respectively.
 
I think the doubling in capex shows the medium term growth potential that Inari has. The management is unlikely to build new factory and buy new machines if they are not really confident that they will need them.
 
The capex will include a new plant in Penang, as well as expansion of existing facilities in Penang and the Phillipines.
 
As a result, Inari's share price shoots over its ceiling today.
 
I think I'd better think of topping up Inari shares seriously, rather than just hold and watch...
 
http://bursadummy.blogspot.com/2014/03/inari-breaks-its-ceiling-again.html

Stock

2014-03-19 16:43 | Report Abuse

if 4.50 for mother then warrant will be 4.10 (100%) return if buy now warrant.

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2014-03-19 16:27 | Report Abuse

is mother 3.30 then warrants should be 2.92, 50% cap!

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2014-03-19 14:41 | Report Abuse

Show is just started. ...

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2014-03-19 14:40 | Report Abuse

Congratulations Inari! Welcome to New Miles Stone!

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2014-03-19 12:35 | Report Abuse

Can break 2.35 today?

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2014-03-18 20:23 | Report Abuse

Yah, how u all know bonus issue...?

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2014-03-17 18:43 | Report Abuse

Today huge volume warrant to convert mother. Let see tomorrow price break 2.35
Cheers!

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2014-03-17 17:30 | Report Abuse

Metronic buy alot MMSV share from dec13 until now.

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2014-03-17 17:27 | Report Abuse

Break new low. ....

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2014-03-16 23:51 | Report Abuse

look at the 5 year chat is beautiful growing, but cannot compay to inari//

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2014-03-16 23:50 | Report Abuse

wiseEye, where to read the articles?

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2014-03-16 23:48 | Report Abuse

is it good news..?

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2014-03-14 23:44 | Report Abuse

what price is a support line..?

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2014-03-14 23:43 | Report Abuse

this stock less investor to play...

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2014-03-14 19:24 | Report Abuse

Mr.Ngu dispose 3.8 mil mother again..?!

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2014-03-14 18:14 | Report Abuse

becareful MF370 maybe is a terrorist conspiracy , like 911 what weapon their are using?!!
if happen again then will be another crisis, what inari lah, instascom etc all die!

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2014-03-14 13:19 | Report Abuse

Buy more wa to convert mother, save more. ..

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2014-03-12 23:06 | Report Abuse

Now is OCK, Next will be Instacom, same sector....

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2014-03-12 16:59 | Report Abuse

yah, is WB, later don't know have Wc or not...?

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2014-03-12 15:29 | Report Abuse

若是没到,时晨没到!

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2014-03-11 11:56 | Report Abuse

Wao. ... $3 very soon

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2014-03-11 11:54 | Report Abuse

If public loss confidence with MAS, this will effect coming quater results, how big loss compay last quater???

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2014-03-10 22:36 | Report Abuse

Buy more, 0.75 is lower and now accumulate and waiting big news to announcement ; )

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2014-03-10 22:33 | Report Abuse

Don't up so fast .....

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2014-03-10 22:30 | Report Abuse

When up little bit push down, this pattern maintain a least 6 month, even quater result is improve also same pattern..... Hai.... A bit tired......

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2014-03-09 19:07 | Report Abuse

Limit down.....

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2014-03-09 19:04 | Report Abuse

$4 may be need 1year time. Haha

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2014-03-08 17:38 | Report Abuse

Risk trader, more loss is because people loss confidence will effect sales but the plant have insurance cover, will effect insurance company next quoter results.

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2014-03-08 14:39 | Report Abuse

Yistock, what to your mean....内忧外患 。。。??

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2014-03-07 17:52 | Report Abuse

Big share transfer in market

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2014-03-05 08:59 | Report Abuse

Close 0.240 today

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2014-03-03 14:21 | Report Abuse

Why last Friday suddenly high volume? Share transfer?

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2014-02-28 23:56 | Report Abuse

If compay last Q less around 50%, still got 3.xx Million profit

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2014-02-27 23:01 | Report Abuse

Sean, this is last q report lah....

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2014-02-27 00:19 | Report Abuse

some of company nego share tranfer failed