penta PE 25 - 12% (overshot) = PE 22.
MMSV PE 13, still got about 80% to reach reasonable OR at 22. cheers.

thanks superpanda. however In my opinion, overshot of 12% mainly due to Penta, which currently trade at PE 25.

Based on the above SIA report, is it an solid indication show MMSV is undervalue at the moment??

MMSV's next catalyst will be its transfer to main board. Why the management want it to be done to transfer to main board? So troublesome and yet waste company resources to do it?

The reason is simply because once it transferred to main board, some well established investment funds only can qualify themselves via their Standard Operating Procedure (SOP) to invest into this main board's equity, namely MMSV.

Therefore, MMSV will enjoy benefit from the bigger investment funds to operate confidently, to expand and to earn better good profit of course.

Meowyx
祝你好运。:)

清清肠胃，没关系的。等着瞧吧。

mmsv 公司今年业绩强力正面成长，大家好好包握价廉时买进。一旦别人，大伙儿看到时，只能感叹为何当初胆小不信自己眼光，不买。

mmsv good-points: cash rich (no borrowing), great yoy earnings with high profit margin (ave 27%), increasing/ record high revenue compare to previous years.

No wonder keep scare people here sell and run 50c.

It's counterparts Vitrox went up 50 Sen. Should expect Penta going up. Why waterfall, any specific reason??

Today went up 3 Sen, why got waterfall??

Big player is playing big this time.

Normally A lot of people rush in to buy when the share price is high and higher. This call bullish or chasing?

keep calm bro.

should have employ me as procurement staff, then no need to fight with sales person. lol

For a cash rich company, money can employ good quality procurement staff, don't think will short of man power.

Especially LED light with motion sensor, to turn the light on and off automatically to save energy.

Anyone know can share when is coming QR to be out?

It's matter of time, financial result will proof everything, bad comments only for reference. Smart investor will keep accumulate.

Great sense in JAKS' construction contract. That's how contract work in construction.

just out of curiousity, May I know who are the insiders who are selling?

I think If Ang Lam Poh press down the price, it won't benefit anyone. it's about benefit of business and not about temper.

Ivan, any update??

Huh, This stock got relate to disease ??

I think everyone now should not have fear or worries to buy this counter at below 0.60.

Ivan, you are so amazing !

Thanks Beza for your value opinion. You have point.

Have Topped up some more again at 0.47, since I also foresee coming QR going to be good in history.

Any idea today share price drop? Is it time to add some more??

My average cost at RM1.57, should buy some more or should sell Now?

As i see JHM & IQGROUP are doing superbly as LED manufacturer now. Therefore will BSLCORP follow the footstep of JHM & IQGROUP??

As I see JHM

No wonder BSLCORP doing so well recently. As i see JHM

The management also announced that coming financial year also has double digit profit. whoa!! it's not double digit growth, it's double digit PROFIT!!

The net profit chart of SKPRES is look like going up stairs. keep going up and up!

Great study and well analysed. Should invest in JayCorp as it has doing so well and expanding its business.

We came away from a recent plant visit feeling more POSITIVE on SKPRES’ medium-term prospect. Several strategic measures have been initiated to strengthen the group’s manufacturing capabilities which could drive revenue growth momentum further with enhanced profitability. Although we have yet to account for the positives, the riskreward ratio is appealing at this level, even with our conservative forecasts. Upgrade to OUTPERFORM with a higher roll-over TP of RM1.60.

Staging for a stronger come back. Recall that SKPRES has been struck by a series of unfortunate events in FY17, i.e. short-term cost pressures resulting from the hiring of higher-cost contract workers as a result of policy changes as well teething issue of new products ramp-up. While all these unforeseen events have reset the group’s profitability to a new low in 9M17 (at c.5%), the group managed to strike back with a swift improvement with the last quarterly results coming in well within our, and the consensus, forecasts, alongside margin improvement (at 5.6%). With the labour issues being resolved coupled with better operational efficiency, we believe the group’s profitability could get back to the >6% mark.

Orders remain resilient; with potential margin enhancement coming from vertical integration. We gather that orders for its main revenue drivers- the box-built products which will contribute at least RM1.7bRM2.0b in FY18-FY19, are still intact. While top-line growth remains decent with a 2-year revenue CAGR of 16% (mainly from the base case assumption of the total announced RM1.1b contracts), we believe the key potential catalyst in the medium term is potentially better profitability (beyond the current level) which could be reaped from its new PCBA services. Note that currently, the group is sourcing the PCB parts from the other suppliers. To further improve its profitability as well as its capability as a complete integrated ‘one-stop’ EMS service provider, the group had on April 2017 announced its long-term strategic plans to expand into PCBA and other EMS related services. During our recent visit, we were delighted to gather that the PBCA set-up will be up and running in 4QCY17, which will utilise 25% space in its new plant. While we have yet to account the margins accretion from the PCBA services given the scarcity of details, we see potential margins improvement from our current conservative CNP margin assumption of 5.6%-5.7%, judging from the trend of other EMS players with in-house PCBA capability. On top of the margins accretion, it is also noteworthy that with more complete integrated one-stop EMS services, this will enhance the group’s possibility of winning more contracts from major customers.

Trading at laggard even with better manufacturing capability now. Among the major EMS players in Malaysia, SKPRES has been trading as a laggard with 2-year forward PER (consensus) of only 10.4x as opposed to other EMS players trading at 2-year forward PER (consensus) of 12-13x with PCBA capability. Even at our very conservative FY19E earnings which is 8% below the consensus (with only 2-year NP CAGR of 19% with CNP margin assumption of 5.7%), it is only trading at 11.1x which is still lagging compared to its peers. We reckon that the premium for its peers stems from the more complete manufacturing capabilities. Now, with the group’s in-house PCBA capability coming in place coupled with the resolution of previous problems, we see better risk-reward ratio from here.

Upgrade to OUTPERFORM with a higher TP of RM1.60.While we made no changes to our FY18E/FY19E earnings, we roll over our valuation base year to FY19E. All in, with an unchanged PER of 13.5x (which is the average 3-year forward PER) being ascribed to FY19E EPS, our TP is increased from RM1.40 to RM1.60. Upgrade to OUTPERFORM. Risks to our call include: (i) lower-than-expected orders from its customers, (ii) higher input costs, and (iii) single customer concentration risk.

Source: Kenanga Research - 20 Jul 2017

GREAT VISION. COLLECTED SOME TODAY AS WELL!

BUY CALL.. GO GO GO!!!

SKPRES' s trend very similar to VS end of last year

Collect before it's price going up!

Forecast for double digit profit in year 2018.

http://www.klsescreener.com/v2/news/view/251877
Nanyang press recommended BUY.
recieved big New order on electronic products.

Earning Per Share (EPS) recorded at 9.01 sen. Buy call !!

Based on Annual Report 2016, KWANTAS has a quite effective planting management, achieved average of Fresh Fruits Bunches (FFB) production of 22 Metric Ton per hectare as compared to others plantation counter which only achieve at 15 - 18 Metric Ton per hectare.

Therefore at this current El Nino phenomenon, it is matter of how efficient is the Plantation company to produce more products to earn more. The more efficient, the more KWANTAS earn.

Track record of KWANTAS told us previous El Nino Phenomenon during year 2008 (EPS 48.4 sen) & 2011 (EPS 27.3 sen), KWANTAS can produce more product to earn more.

History will repeat NOW.

So don't miss this golden opportunity now to earn money!!

Good news, got real effort to push start the awarded contract.

need some one well-known to promote so that more exposure on this counter.

solid stand at 0.065 and 0.070 for the past 2 weeks and also past 2 years recorded increased in revenue, should tell business is improving

The market seems like diverted attention to plantation counter!

Hi guys, solutn stood closing at 0.340 for 2 days. Is it overlooked by the market on this performing counter??