I invest in future growth so absolutely don't care about P/E. V ;)

Forgot to add, Nestle is Malaysia's most formidable stock. Hence high PE is also justified. If you like, you can goreng it to RM200, I bet nobody will want to sell because of 'high PE'.

Amazon is the cream of the crop of US tech services stock. Nvidia is US's rarest gem.
But don't forget Vitrox is Malaysia's ATE leader. Hence high PE for Vitrox is justified in Bursa.
Inari is Malaysia's overall tech leader. High PE also justified.
Conclusion: If you're the best, you can be what you want.
Ask Messi & Ronaldo.

Today is MI, Elsoft & Penta. Taiko Vitrox is sleeping..

Yalah

Current Year Prospect..
1) The Group anticipates a positive growth momentum going into the second half of 2018 deriving mainly from the 3D sensing test equipment for the smartphone devices segment as well as automation solutions for the automotive segment.

2)Following the commencement of operations of the new production plant in June 2018, the Group expects higher volume of project delivery involving large-scale factory automation lines such as our i-ARMS solutions in the second half of the year.

This is more than enough lo.. haha

But I don't think this Penang Automation Cluster is very important to them because they didn't mention much about it in QR/AR/biznews. Probably doesn't contribute significantly to Group's earnings directly?

"the cluster would carry out activities including precision engineering and sheet metal fabrication, tooling, machining, finishing and coating services."

Kobay gonna lose business then?

Nothing change the fact that ATE demand is still strong and Penta has a new expansion operating.

Erm..

Nevertheless, I'm still very impressed with your winning stock pickings. Mind to share with us your stock selection criteria sincerely?

Finally you say something more factual. But don't believe in external events so much. Trump could be just trolling the world. Naive people like you will kena. Believe in your company. If you don't believe me, you can research Amazon from 2006 to 2008 subprime loan crisis. A strong company will dip for a while but rebound even further when everything resurrect.

Everybody in this forum already knows you got 'gei gan leong' already sincerely. Haha

BTW I doubt sincere_analyst even know what ATE & OSAT stand for. Who produce i-ARMS. Where is Vitrox new expansion and when it starts operation. When is Penta's new expansion starts operation and what is it producing. What is automotive and automation. Who is Vitrox CEO. Who is Penta's founder. How the overall semiconductor industry works etc..

I never believe analyst, mind you analyst in Goldman Sachs. I believe in facts and what CEOs said.

Inari Gtronic drop is because of FEAR, nothing materialize yet. They still can post record earnings in next year. Nobody knows for sure.

ray1980, I thought 5G coming all phones must come out with new models so semicon industry gonna have another boom?

Inari is our tech Taiko.

Now I'm more worried about Inari.

Can someone give me a solid fundamental reasons for Penta's drop in share price? If not I will categorize it as under stock price manipulation. Sometimes operator just wanna kick away the weak and uninformed. So it is a good thing.

I was once a penny trader. Now I recommend sincere to buy Krono @0.66. Tmr TP 0.68. kiki

He is a daytime trader. We are maybe big time investors. So mentality not match. We buy the companies because we have faith in these big companies' future. I thought traders usually go for those super penny stocks. Manatau got people really trade on RM8 Vitrox shares one..

I'm deeply disappointed that sincere_analyst is just a short-sighted small-time trader.
Case closed.

If you ask people to sell a stock, you must recommend another stock for people to buy.

Actually the stocks that sincere_analyst are currently in are all good stocks. So I see he has really good potential in tech stocks. So I hope he can contribute to us more about tech news rather than everyday asking people to sell/run only.

For me I'm quite proud of my contribution to i3.

1) I warn people to sell Opcom when it is trading @ RM0.90

Stock: [OPCOM]: OPCOM HOLDINGS BHD

Aug 24, 2018 08:16 PM | Report Abuse

erm.. I think with record low revenue coupled with bleak future, should not worth more than 60 cents.

2) I warn people to sell Krono when it is trading @ RM0.79

Stock: [KRONO]: KRONOLOGI ASIA BHD

Aug 21, 2018 04:31 PM | Report Abuse

Not that earnings at all time high. Not that next quarter earnings gonna be doubled of this quarter. Not that bumper dividend declared. Die die goreng it is..

3) I encourage people to buy Penta when it is trading @ RM2.90

Stock: [PENTA]: PENTAMASTER CORP BHD

Aug 2, 2018 11:02 AM | Report Abuse

People are betting on record sales yo

4) I encourage people to buy Vitrox when it is trading @ RM6.40

Stock: [VITROX]: VITROX CORP BHD

Aug 2, 2018 04:49 PM | Report Abuse

Vitrox must keep till Nov results.

The best thing is he knows how to avoid loser stocks like Opcom, Krono & Vis which are clearly pump & dump. This makes him even at GODDESS level you can kiss his foot.

He starts cursing Gtronic @ RM2.2 now RM2.6.
He openly stated collecting Frontken @ RM0.46 now RM0.92.
He starts cursing Penta @ RM2.40 now RM3.45.
He openly stated he will goreng MI @ RM1.90 now RM2.72.
He cursed MMSV @ RM1.30 but price hit a high to RM1.70 thereafter.
He sincerely asked people to be patient when Vitrox @ RM6.50 now RM8.

THIS IS GOD LEVEL MAN!!

Actually this sincere_analyst is superb in stock picking. I would say he is better than 90% of you all. Seeing this guy's comments on each stock which has continued rallying strongly since his very early comments on them eg: Penta, Frontken, Vitrox, I will recommend you guys if you wanna pick on the next winning stock, just look at WHICH stock sincere_analyst starts CURSING, that stock WILL BE definite WINNER in the near term.
Appreciate the existence of sincere_analyst as he may be a God gift to the stock market world.
Sekian.

Pro trading: Buy before price starts rallying.
Noob trading: Wanna buy when price already rallied. So use P/E to justify stock is overvalued to console himself.

Learn to ignore external noises, focus on company's future earnings.

So Trump ask Apple to build a sophisticated and extended and complicated supply chain instantly? Ditching all outside-US suppliers? Do you think it is really possible??

Yes. I agree it is still early for 5G. But based on recent record quarter revenue from Vitrox and Penta, those OSAT(Inari, Unisem, MPI, Gtronic & KESM) gonna have another record revenues latest by early next year. More test equipments sold, more semiconductors will be tested.

As 5G coming, all electronic products will come out with new models so the semicon industry gonna hit another high.

As 5G coming, all electronic products will come out with new models so the semicon industry gonna hit another high.

gorenggoreng & tecpower specializes in technology sector.

https://www.thestar.com.my/business/business-news/2018/09/06/what-a-chinese-mobile-mega-merger-would-mean-for-the-5g-race/

Once 5G starts, ATE and OSAT earn gao gao.

Chance to accumulate while the index dropping..

Vitrox, Penta, Mi, Elsoft, MMSV, Aemulus & Vis.
Vitrox & Penta are two-horse race. Both have their own core competence.
Mi is half the size of them.
Others are very small players.

Inari is taiko.

Today ATE and OSAT green green.

If you master the stocks I mentioned, those stocks you listed is kacang only.

No you should study:
1. AMZN
2. BABA
3. NFLX
4. GOOG
5. FB
6. AAPL
7. NVDA
8. ADBE
9. MU
10.TSMC
11.TXN

3.45!!

Added RM25k @ RM3.44. Chart looks like gonna go up now!

I would recommend a green investor to read all the articles from KYY.
I would not recommend a stock to him. I will ask him what is his expertise.

Bear market is the opportunity to buy strong growing companies at cheap.
Case study : Amazon during 2008 financial crisis.

wat happen?

Jaks.. Lionind.. Hengyuan.. Myeg..
3iii you're full of theories and philosophies but I'm unsure of whether you're practical in reality.

My intuition is you may have wasted a lot of time. You may be a good teacher but a poor player. Good luck!

The very first step to play in stock market is to identify the sector you're most familiar with.

As you know you cannot be a doctor, a lawyer, a teacher, a policeman, a plumber or an accountant at the same time, it is the same in the stock market. You cannot be a pro in tech, a pro in construction or industrial or consumers or plantations at the same time.