Finally you give me some power after years of holding.
God of singing = GESHEN
🐉

Ooi

Slow but steady

Be patient, do more research on the company and the industry, you will be benefited when you know something more than others.

The demand of ATE is recovering since Dec 2023. The only question is how much order VIS grab in Philippine market as this is their new direction going forward.

Ooi

Bear in mind, VIS was a niche player in the semiconductor industry, which mean when semiconductor demand recover, VIS performance will improve. And its clientele from Taiwan, China and Philippine had grown up by >45% recent years.
Product wise, Tray, tape and reel packaging is the most common in SMT placement process in ATE machine.
According to research house, global semiconductor industry will end its downcycle and foresees a robust, gradual recovery last quarter of 2023. Thus, high-growth in electric vehicle, chips, LED and PC demand will benefit VIS.
Snapshot from AGM, the new flagship product orders in the pipeline where it can double its performance in the year to comes.

Holding power is the key of success, and here is my success pick the past 5 years:-
1. Genetec EP 80 cents 3500%
2. MSM EP 83 cents 151%
3. YTL Power 75 cents 122%
4. VIS EP 60 cents 111%
5. IQ group 81 cents 98%

After 2 years, end up in red.
Still promising, HOLD. Wait another 2 year to bear fruit.

Ooi

Huh 3575% gain😂
Bought this shit at 80sen in 2021.
Bad thing of this company is no dividend.
See you guys next AGM for goodies ya.

Ooi

Remind me of GESHEN in 2021.
1. No more legal fees RM100,000 (Q1'23)
2. No more stamp duties Est RM415,000 (Q1'23)
3. Combine 3 separate factories in 1 factory (3E)
4. No more moving expense to a new factory (Q2'23)
5. Additional PAT from Worldwide RM1.1mil (82% of RM1.37mil). ROI 18%-Excellence
6. Tap in Johor market, opportunity to cater Singapore marker.

An investment in knowledge pays the best interest.

Ooi

Here the place with potential.
time to plant some seed.

happy new year

https://www.thestar.com.my/news/nation/2022/01/02/prices-of-massimo-products-set-to-go-up-from-monday-jan-3

msm uncertain, better go for mfm.
much more safer, dominant vietnam flour market. vietnam flour per capital increase mean? flour consumption increase mean? flour revenue increase mean?

msm is good, but mfm better. maybe something good in msm I do not know, but for mfm I confirm I know more than anyone of you.

come on give me more ticket please.

top 500lot RM 1.30 to support geshen.

Flour
1. check 3 month wheat contract.
Mflour grain division will make a huge realize gain from commodity trade.
Oct'21 Wheat USD 720/BU and now USD 820/BU.

2. Mflour new flour plant got 6 huge SILO able to keep 2.5 month inventory and old plant with 2 concrete old pattern SILO that able to keep another 2 months inventory.


Poultry JV
Unfortunate poultry processing segment still in RED due to high depreciation and unable to reach optimum utilization rate. According to the source, they are now renovating the old plant to expand its further process division that solely carter for Macfood order a.k.a Tyson.

Before the JV Macfood only contribute less than 3% of Dinding's overall revenue, but with all the synergy, Macfood will swift back all their order from Leong Hup and Huat Lai to Dinding as agredd upon. And internally targeted will generate profit starting quarter 1 2022.


Be patient.

Rgs,
Ooi

Mflour is gardenia main flour supplier, and retail sector flour price will soon increase by 10-15%. pandai pandai yaa. sentiment not there, what good news also useless, but rmb we invest into company value. been follow mflour for long time and attend all private and public meeting with the management. im confident with them.

https://www.reuters.com/article/businessNews/idUSKBN2IF02O

5.54pm reuters news.
another client cut tie. other KIV 50:50

all these are potential new client for ataim, it targeted these customer contribute 45% revenue in few year time. mean the entire prospect gone after dyson cut tie.

homedepot cancel order???

quarter below expectation, but overall stilll ok.

nexia next? hmmmm

Im also a special big boy, 1 big boy isnt enough, wait I ajak more big boy next week. we are focus at building material now.

nice finding.

result good right, even close for fmco but still make good profit. more to come, coming qtr superb revenue.

satha44 no need to compare, wait for quarter result. just be patient, fundamental nochange no worry.

just like old day I bought abit fpi for couple of years ago, not move at all but untill recent year move quite alot. BUT,another exmaple fiama, untill today not much moving so just hold nothing wrong.

Be patient 28/10 you will be surprise.
Company swift focus to export and better margin from export compare local sales.

According to my penang friend, pensoni revenue slightly drop but bottomline maintain at recent high level. Just for sharing.

Issue:
-Labour shortage.
-Production Drop.
-Covid spike in sarawak.
-Rainy season soon. Low production mean low revenue. Low revenue mean cashflow low. Even CPO price superb but Jtiasa din't ride on the train.

Just need a little bit more patient and time.
Time will prove the value.
Be patient.

FA+TA both looks good.

Interesting and Cheap.

excellent.
Value investing never disappoint me.

Play attention please to all Mania out there.

If SERBAD still can't furnish audited report, then Serbad stock will be suspended for 2-3 months, and if after these period of time no audited report then SERBAD will delist from Bursa.

I'm old man now, full time investor. audit life back in early 2000.


@Steve Ooi

are you an audit senior or junior? or a full fledged accountant? Just asking only.

! more day of selling force.
good buy or good bye?

Tell you guys 1 secret, coming quarter PAT RM 4mil.

I laugh until my stomachache of this reply.
ini serbad aa haizz, tak boleh pakai laa


Abdul Karim, meanwhile, commented that the approach KPMG took this year “was a bit different” from previously.

“Some of these [questions] go back to the due diligence that we did before we got the approval for the IPO (initial public offering in 2017).”

Some of the audit issues raised by KPMG were elementary, such as differences in the names or addresses of Serba Dinamik’s clients in contracts and invoice documents — which Serba Dinamik explained as being administrative in nature or were merely typing errors.

The auditor also found discrepancies in the commercial registration addresses of certain suppliers and customers, such as housing a supermarket or labour accommodation. Serba Dinamik’s responses included that the party had moved office or that the auditor visited a wrong address.

I laugh until my stomachache of this reply.
ini serbad aa haizz, tak boleh pakai laa


Abdul Karim, meanwhile, commented that the approach KPMG took this year “was a bit different” from previously.

“Some of these [questions] go back to the due diligence that we did before we got the approval for the IPO (initial public offering in 2017).”

Some of the audit issues raised by KPMG were elementary, such as differences in the names or addresses of Serba Dinamik’s clients in contracts and invoice documents — which Serba Dinamik explained as being administrative in nature or were merely typing errors.

The auditor also found discrepancies in the commercial registration addresses of certain suppliers and customers, such as housing a supermarket or labour accommodation. Serba Dinamik’s responses included that the party had moved office or that the auditor visited a wrong address.

I used to be KPMG auditor, we just perform our job. Company can done alot handky panky shit, but kena pandai pandai laa.
We as an auditor always skeptical in performing our tasks.
Base on my experience, tak boleh la Serbad account, even change BDO same concern will be highlighted, if not BDO reputation hmmmmmmmmmmmm.

can buy if below 85 but above better dont, later trap u in like what vivocon case

source say karim kena margin dd, so got T+2 days to settlement

I think is good time to take profit, 12% here, before you get trap with limit down agaion.

are you ready?

discount 30% again. Serbad Con-pany

are you ready to sell @ RM 0.795?

Kindly anyone can confirm on the rumour, Malaya Cement Q1 result will be RM 23.4 mil?
If yes, it seems like still cheap at current price, once YTL cement business merge things will definitely turnaround and road to RM 6 isn't an issue man.

Don't promote a Conjob company please.

Meaning to say coming quarter will no need affect by Forex any more since USD appreciate? So can I say there will be a reverse in forex losses coming quarter?
Since last quarter forex losses about 2.4 mil, so coming quarter will reverse all this out or reverse entire 4.5 mil forex, kindly advice.

dont sell, we are heavily buying.

Thanks Hideki Oya lead Premier Grain to this all time high profit.
Once again thank Oya San.

Premier grain result very good man.

T+5 management report due. Hmm result leak? Jan+Feb+Mar(due today)=1st quarter.
Must be something brewing.

Be a wisher than a hater.
Everything possible, even big shark left the boat and still sometime ikan bilis can lift the boat. Gamestop is an example.