MPI's target price is 56.20.

https://klse.i3investor.com/servlets/ptres/60671.jsp

https://klse.i3investor.com/blogs/savemalaysia/2021-09-02-story-h1570691685-Time_to_invest_in_electronics_and_EV_market_By_DR_AMALINA_AMIR.jsp

MPI on course for another year of record earnings
https://www.thestar.com.my/business/business-news/2021/09/01/mpi-on-course-for-another-year-of-record-earnings

Tech - Chinese tech stocks rally to start week as buyers eye bottom https://www.theedgemarkets.com/article/chinese-tech-stocks-rally-start-week-buyers-eye-bottom

Superb QR results...

Tech - Chinese tech stocks rally to start week as buyers eye bottom https://www.theedgemarkets.com/article/chinese-tech-stocks-rally-start-week-buyers-eye-bottom

Tech - Chinese tech stocks rally to start week as buyers eye bottom https://www.theedgemarkets.com/article/chinese-tech-stocks-rally-start-week-buyers-eye-bottom

Nasdaq was up 1.23% on Friday.

Nasdaq was up 1.23% on Friday.

What’s Worse Than a Chip Shortage? Buying Fake Ones

https://www.wsj.com/articles/chip-shortage-has-spawned-a-surplus-of-fraudsters-and-fake-parts-11626255002

The subsidiary of Oki Electric Industry Co. started a chip verification service in June on the back of growing demand for quality checks for semiconductors procured from such routes, as it is difficult for assemblers to tell whether their labels are authentic and if they function well.

Low-quality semiconductors likely circulating across Japanese market
https://mainichi.jp/english/articles/20210828/p2g/00m/0bu/012000c

Can Kobay live up to expectations? https://www.thestar.com.my/business/business-news/2021/08/28/can-kobay-live-up-to-expectations

Post removed.Why?

Foreign fund buying pushes Bursa Malaysia higher
https://www.thestar.com.my/business/business-news/2021/08/26/foreign-fund-buying-pushes-bursa-malaysia-higher

3 factors to buy Sam:
new factory in Thailand + recovering aerospace sector + new orders only delivered in the ensuing quarters

Sam is going to expand their manufacturing operations in Thailand by securing the factory which is scheduled to start mass production by December 2021.

Outlook: We are investing in new machines and space to meet increasing demand for our products. This also includes an expansion of our manufacturing operations in Thailand by securing the factory which is scheduled to start mass production by December 2021. In addition, we continue to explore projects with our existing and new customers.

Nasdaq was up 1.55% yesterday.

Nasdaq was up 1.55% yesterday.

Today semiconductor stocks are bullish.

The stock may limit up soon.

Very good QR results

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1340993

Despite what naysayers have to comment about ARBB, they registered a RM6.5 million net operating cash flow for the 6 months cumulatively for FY2021. For Q2FY2021 alone, the company had approximately RM3.3 million of operating cash flow.

Tech stocks are bullish today.

Buy on dips

Still very low P/E

Malaysia remains on right trajectory for further economic recovery — MITI | https://www.klsescreener.com/v2/news/view/868005

投资中股撤电商转晶片‧ 半导体募资创新 | https://www.klsescreener.com/v2/news/view/867995

Aemulus has secured new orders from the automotive industry.

https://m.malaysiastock.biz/Company-Announcement.aspx?id=1340192

https://www.nst.com.my/business/2021/08/717169/censofs-q1-net-profit-drops-nearly-80pct

KUALA LUMPUR (Aug 11): The FBM KLCI extended its gain today and ended the day 0.5% higher, following US lawmakers' nod on Tuesday to a trillion dollar boost to the US economy, which helped to temper worries about the rapid spread of the Delta variant in many Asian countries.

Electric vehicle sales in China surged in July as drivers flocked to local auto brands in the world’s largest car market, while those of Tesla plunged after the US group was swept up in a string of scandals in the country.

LONDON (Aug 11): European shares notched up another record high on Wednesday as investors looked through rising Covid infections in Asia to new highs on Wall Street, after US lawmakers agreed a trillion dollar boost to the economy.

(Kuala Lumpur, 11th) Century Software (CENSOF, 5195, main board technology stocks) in the first quarter of fiscal year 2022, net profit plummeted 78.07% to 1.783,000 ringgits or 0.32 sen per share; the same quarter last fiscal year was 8.29 million ringgits.

The company reported to the stock exchange on Wednesday that its turnover in the first quarter increased by 59.45% year-on-year to RM 21.59 million; it was RM 13.27 million in the same quarter of the previous fiscal year.

The statement explained that the two major businesses of financial management solutions provided to the government and enterprises have contributed to the improvement of revenue.

However, a fair value adjustment loss worth RM250,000 caused a sharp drop in net profit for the quarter.

According to the statement, the board of directors estimates that the performance will be better this fiscal year because the acceptance of cloud technology by existing core customers has rapidly increased.

In addition, the company is constantly reviewing and re-adjusting its core business activities, which should achieve greater business synergy and save more costs.

Growth prospects are more important than QR results. That's why glove stock are very cheap with very good QR results.

After a limit up, one can analyse a reason for it. But I don't think one can spot any stocks that will limit up soon. If they can do it, they can earn huge money easily.

Taiwan's July exports hit record high, optimistic outlook on tech https://www.theedgemarkets.com/article/taiwans-july-exports-hit-record-high-optimistic-outlook-tech

https://www.theedgemarkets.com/article/taiwans-july-exports-hit-record-high-optimistic-outlook-tech

Exports rose 34.7% from a year earlier to US$37.95 billion last month, the Ministry of Finance said on Monday, the highest monthly figure on record.

Taiwan's July exports hit record high, optimistic outlook on tech https://www.theedgemarkets.com/article/taiwans-july-exports-hit-record-high-optimistic-outlook-tech


Electronics exports hit a record high in July at US$14.67 billion, with semiconductor exports growing 34.3% from a year earlier.

迪耐子公司向住友子公司收购其余50%油田股权

I have sold all of the Kobay shares. I still have Sam. Arbb is a next candidate. It may limit up within 3 months.

What about Arbb? It's not a timber company anymore.

If the KLCI hits 1600, you can start investing in other sectors than technology. But for now you can focus on investing in only tech stocks.

PE of 50 is the new normal for semiconductor stocks.

PE of 50 is the new normal for semiconductor stocks.

Only tech stocks are worth investing in now. You see how low the KLCI is? Investing in stocks in other sectors is just a waste of time.