erkongseng

erkongseng | Joined since 2011-04-17

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2017-09-12 08:50 | Report Abuse

MMSV 0113 RM1.86 机会?
--Mmsv 0113 技术调整己结束(rm2.05-1.74),大庄仍持近70%,所有的企业消息照常进行着,股价未到合理价如何转板?今天買在回转良机。
mmsv 个人只是以图为参考,
基本面强与企业目的作后盾,前路己很明显.
--公司兩位股东于8-9-2017 各買入30,000股,当天股价介于rm1。86-1.94 ,量是少了些也算对公司有信心,
与29-3-2017 的对照,两人持有是增加的.
goh kim hock :35684,608股
sim goay hoon:9763,802股
--这支股从公司成長,股本回報率(roe),本益比(pe),现金流,股息等都符合冷眼大师的投资准则,他本人持有3000,000股。
--Mmsv第二季度后,下來有望收市在2元以上,宣佈转主板,破最高历史单季净利(899万),破最高历史上半年派息(1.5仙),公司潜在派发红股和仍处成長势头。现股价rm1.86只是在pe=15.5倍交易,明显低估值,同行业pe=25倍在交易,估计2017年EPs=12 至14仙,pe=25,合理价为rm 3.00 至3.50 ,都是支持股价继续向北。
--公司于30-6-2017的定存与現金有2056万,无借款,每股净现金达12.61仙
库存价值达1283万.nta=32sen
--Q1+Q2(2.5+5。59)=8.13sen,上半年己净利1310万,超过以往全年的净利了,公司己
建议申请转入主要板,並派送1.5sen股息.平均赚副达29.6%,公司Roe 达33,25是隆市中少见,前景光明。
只是分享,投资请三思且自负。

Stock

2017-09-11 17:01 | Report Abuse

mmsv 个人只是以图为参考,基本面强与企业目的作后盾,前路己很明显.

Stock

2017-09-11 15:52 | Report Abuse

Mmsv 技术调整己结束(rm2.05-1.74),大庄仍持近70%,所有的企业消息照常进行着,股价未到合理价如何转板,今天買在回转良机。

Stock

2017-09-11 10:40 | Report Abuse

Rm1.80 内買入良机,wakaka

Stock

2017-09-10 19:55 | Report Abuse

長线是金,短线是银,当然这适用在成長的好股,mmsv 算是一支。

Stock

2017-09-09 18:07 | Report Abuse

谢氏透露,今年订单中的60%来自本地的跨国企业,其余的则输出至中国和美国市场。”他说:“我们所有的测试设备都是定制的,以满足客户的要求。
至于外汇收益方面,他指出,由于令吉和美元汇价出现波动,因此不会因外汇差异而受惠。
这是之前公司经理说的,细看订单的60%是來自本地的跨国企业,在国内算马币,马币上升反而受惠,出口只佔40%,影响小。

Stock

2017-09-08 16:10 | Report Abuse

我想信hitnrun 所说,2016年的 Q3 凈利 149万,eps=0.93 sen, 因此2017年的Q3 只要净利300万,eps=1.86 sen,其季对季成長就100%, 如净利450万。EPs=2.79sen,其季对季成長高达200%.

Stock

2017-09-06 10:37 | Report Abuse

Mmsv 公布漂亮Q2业积后,逢股价回调我一连四日加码,只因良好净利可望持续至2018年,那么股价再走是肯定的,公司董事经理谢氏说,在峇六拜工厂的未来扩建一事,谢氏表示,集团目前所占用的工厂面积达到85%至90%。他透露:“在未来12个月内,可能需要再增加1万平方呎的新装配线。
買在另一波股价开跑前,投资愉快。

Stock

2017-09-05 18:33 | Report Abuse

Cover Story: A rising tide that raises all boats
TheEdge Thu, Aug 31, 2017 - 5 days ago


AMID the emerging trends surrounding artificial intelligence and the Internet of Things, there has never been a better time to have exposure to technology and semiconductor stocks. Large-cap tech and semiconductor stocks in the US and Europe, as well as Taiwan, South Korea and Japan, have done fairly well in the past 12 months.

Year to date, a quartet of US tech heavyweights — Facebook Inc, Amazon.com Inc, Netflix Inc and Google-parent Alphabet Inc— collectively known as the FANG stocks, saw their share prices jump 45%, 28%, 34% and 17% respectively. The factors driving these stocks include digital advertising, digital video consumption, e-commerce and cloud services.

It is worth noting that most Nasdaq-listed semiconductor developers, manufacturers or brand owners are doing equally well, or even better.

For instance, major fabless semiconductor companies Broadcom Ltd, Advanced Micro Devices Inc (AMD) and Nvidia Corp saw their share prices climb 40%, 9%, 51% YTD respectively.

Since the beginning of the year, share prices of other prominent semiconductor players, namely Texas Instruments Inc (TI), Analog Devices Inc and Micron Technology Inc, have risen by 10%, 7%, and 35% respectively.

During the same period, shares of IT giant Apple Inc also rose 36%.

In Europe, the share prices of Dutch automotive chipmaker NXP Semiconductors NV and German semiconductor titan Infineon Technologies AG have increased by about 15% YTD.

In Asia-Pacific, Taiwan-listed United Microelectronics Corp (UMC) and Taiwan Semiconductor Manufacturing Company Ltd (TSMC), two of the top three pure-play semiconductor foundries in the world, saw their share prices advance 24% and 17% YTD respectively.

The share prices of Taiwanese fabless semiconductor firms Parade Technologies Ltd and MediaTek Inc have also gained 38% and 24% respectively.

South Korea-listed Samsung Electronics Co Ltd and SK Hynix Inc, the world’s two largest memory chipmakers, saw their share prices surge 30% and 50% YTD respectively.

Meanwhile, Japan-based multinational conglomerate Sony Corp and automotive computer chips producer Renesas Electronics Corp, both listed on the Tokyo Stock Exchange, saw their share prices rise 29% and 13% YTD respectively.

The factors behind the rally are similar to those driving the prices of semiconductor-related stocks on Bursa Malaysia as they are all on the same value chain.

Now, if these global industry powerhouses provide clues as to where Malaysian semiconductor counters are heading, investors here can probably sleep soundly at night, at least for now.

To recap, most technology and semiconductor stocks in the US have been rising since the final quarter of last year, but most Malaysian semiconductor stocks have only been trending significantly higher from April.

But bear in mind that on average, the share prices of local outsourced semiconductor assembly and test (OSAT) companies have jumped by over 70% YTD, while automated test equipment (ATE) manufacturers have surged more than 200%.

In other words, the high-flying Malaysian semiconductor stocks are making the US tech rally look modest, but at the same time, raising the question whether the former is running too far ahead.

Notably, shares of American entertainment company Netflix have retraced by about 12% since late July, while its FANG cohorts —Amazon.com, Alphabet and Facebook —have also pulled back by 9%, 8% and 3% respectively, down from their 52-week high.

Fortunately, unlike these mega-cap FANG stocks, the share prices of most foreign semiconductor stocks are holding up pretty well at the moment.

If their performance is a barometer of Malaysian semiconductor stocks, perhaps the local stock rally can be justified.

In a July 28 report, UOB KayHian analyst Yeoh Bit Kun points out that both semiconductor companies and equipment makers recorded sales growth in 2012-2016 at a four-year compound annual growth rate (CAGR) of 10% and 29% respectively.

She adds that the sector’s earnings prospects remains positive due to a near-term earnings boost by the smartphone splash, longer-term earnings sustainability on diversification of products and customer base, as well as companies moving up the value chain.

“While global semiconductor sales and global semiconductor equipment sales grew at CAGR of only 4% and 3% respectively in 2012 to 2016, we gauge that Globetronics Technology Bhd, Inari Amertron Bhd, ViTrox Corp Bhd, Elsoft Research Bhd and MMS Ventures Bhd could achieve record-high sales in 2017-18,” she says.

Stock

2017-09-05 14:36 | Report Abuse

Wakakaka,600-700m的市值÷股数163m=RM 3.68-4.29

Stock

2017-09-05 05:33 | Report Abuse

投资上多看正面少看负面,心里思維建设很重要,由於资讯传播速度快,大规模的金融危机不会发生了,因金融公司有防范措持了,mmsv是成長股,led前景好可受惠,转主板,业积好,rm2.50 一定到,如担心守到再賣出吧,我的目標是3元,因股价3 .07其市值5亿,这是转主板的要求。一起等吧。

Stock

2017-09-03 18:25 | Report Abuse

Inari :非常好的科技股,红股分了很多次且净利佳,但对尋找资本增值速度來说,mmsv现价rm1.98有更好的机会,因有企业消息,能走多远就不知了,保守rm3.07,市值达到5亿。转主板最低市值要求。个人观点与看法,不是買賣建议,投资请自负。

Stock

2017-09-03 07:15 | Report Abuse

Mmsv所生产的测试设备中约有60%为智能手机行业测试发光二极管(LED)和传感器功能。其余的40%用于汽车和一般照明行业。

Stock

2017-09-03 07:08 | Report Abuse

iPhone 8或推動蘋果手機銷量創下2015年以來最大增幅
http://finance.sina.com 2017年08月30日 18:38 中國證券報-中證網
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  據美國媒體最新報導,蘋果將於9月12日召開發布會,正式發布旗下四款新品,其中包括備受矚目的iPhone 8。市場人士預計,iPhone 8上市有望推動蘋果手機銷量大幅增長。
  市場研究機構IDC發布的最新報告預計,iPhone 8有望推動蘋果手機出貨量在2017年增長1.5%,2018年增長9.1%,創下2015年以來的最大增幅。
  摩根士丹利分析師凱蒂·休伯特的預期更加樂觀,她預計蘋果下一財年的iPhone銷量將增長23%。休伯特表示,當前iPhone在中國市場的銷售表現低迷只是表面現象,近三年來iPhone的外觀設計基本沒有改變,這壓抑了中國消費者的購買需求,相信iPhone8上市后將顯著刺激中國市場的銷量增長。
  除新品發布外,蘋果於8月29日宣佈與埃森哲合作,開發企業級iOS應用。埃森哲將成立專門的團隊,專注於幫助包括銀行和零售商在內的客戶開發iOS應用。蘋果的軟件工程師和用戶界面設計師等專家將提供幫助。近年來,蘋果對企業市場的關注度不斷提升,分析人士表示最新合作將有助於蘋果持續贏得企業客戶,並嘗試在企業級市場挑戰微軟。
  受多重利好提振,蘋果股價29日再創歷史新高,收於每股162.91美元,公司市值超過8400億美元,2017年迄今累計漲幅超過40%。(楊博)
h)
巴菲特:蘋果股票 我一股都不會拋
http://finance.sina.com 2017年08月31日 15:21 第一財經日報
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  原標題:巴菲特為何惜售蘋果股票  
  錢童心
  [本周,微信宣佈將微信支付接入中國的蘋果商城和蘋果音樂,這是繼支付寶接入蘋果商城以來又一個重大舉措。通過支付寶,蘋果在iCloud和蘋果音樂的用戶量已經增長了12%。]
  8月30日是投資大亨巴菲特的生日。今年在他生日這天,巴菲特接受電視採訪時做了一個表態,他说:“蘋果股票,我一股都不會拋售。”
  2016年,巴菲特首次投資蘋果公司股票1000萬股,隨后不斷追加。截至今年6月底,巴菲特已持有超過1.3億股蘋果股票。以蘋果當前163美元的股價來算,巴菲特的這些投資價值已經超過210億美元。
  為何如此大規模投資蘋果股票?巴菲特回答道:“我就是喜歡。”
  蘋果是歷史上最接近萬億美元市值的公司。1萬億美元能夠躋身全球經濟排名前20的國家,差不多相當於墨西哥一年的GDP。
  投資者對於9月即將發布的iPhone8手機銷量樂觀,IDC報告預計,受“超級周期”推動,新機型將提振iPhone明年出貨量增長9.1%,創下2015年以來最快增長水平。除了iPhone8旗艦機型以外,蘋果還預計將於9月公佈iPhone7S和iPhone7SPlus兩款新機型。
  根據數據分析模型Kensho的統計,從過去11次iPhone新手機的發布歷史來看,新iPhone發布前兩周的股價到發布后6個月的股價平均上漲幅度高達27%。
  加拿大皇家銀行分析預測,如果未來半年,蘋果的市盈率維持目前的水平,將推動股價上漲18%,市值也將突破1萬億美元。目前蘋果12個月的市盈率約為18倍,這與微軟、谷歌、Facebook相比要低了將近一半。
  除了新機型的發布,蘋果相繼允許支付寶、微信支付接入自身體系。
  本周,微信宣佈將微信支付接入中國的蘋果商城和蘋果音樂,這是繼支付寶接入蘋果商城以來又一個重大舉措。通過支付寶,蘋果在iCloud和蘋果音樂的用戶量已經增長了12%。
  盡管接入支付寶或者微信支付,都無益於從本質上推動蘋果支付在中國的推廣,但這對於蘋果提升軟件服務營收價值可觀。
  在iPhone銷量增速放緩的背景下,蘋果正在積極推動服務業務的增長。憑藉不斷增長的收入,蘋果也進入全球財富百強企業,排名第97位。
  過去一年,蘋果服務業務總營收達278億美元,超過了整個Facebook276億美元的收入。相較於硬件收入每年低個位數的增長,服務業務的收入今年預計仍將以接近20%的速度增長。
  全面接入支付寶和微信支付,也是蘋果在軟件服務業方面實現本土化改造的重要佈局。目前微信和支付寶統治着中國超過90%的移動支付市場份額。盡管蘋果此前也努力通過促銷等方式企圖獲取更多用戶,但至今為止,蘋果支付在中國移動支付市場份額占比僅1%。
  研究機構Canalys公佈的上一季度中國智能手機銷量排行榜,蘋果iPhone在中國的市場份額也已經跌至第五位,落后於華為、OPPO、vivo和小米。
  Canalys預測,今年7月至12月,蘋果iPhone中國的出貨量預計將達到2210萬台,而下半年全球iPhone的出貨量約為1.28億台。盡管iPhone8的高價將注定這不會是一款“跑量”的機型,但是無論如何,它所受到的關注,足以令其成為全球智能手機史上具有里程碑意義的一款手機。

Stock

2017-08-31 11:05 | Report Abuse

这个夢一点都不远,当转入主板,公司pe 自然获提高,估计2017年EPs=13.5sen, 取pe=30倍,股价=rm4.05 ,只是参考,进出自负。

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2017-08-30 08:55 | Report Abuse

Mmsv gogogo today,@欢庆独立日。

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2017-08-29 08:51 | Report Abuse

2个季度EPs=8.1sen÷1.5=5.4sen,全年EPs=8.1+5.4=13.5sen,pe=25,stock price=rm 3.37

Stock

2017-08-29 07:29 | Report Abuse

Mmsv第二季度后,下來有望收市在2元以上,宣佈转主板,破最高历史单季净利(899万),破最高历史上半年派息(1.5仙),公司潜在派发红股和仍处成長势头。现股价rm1.93只是在pe=13. 7倍交易,明显低估值,同行业pe=25倍在交易,估计2017年EPs=14仙,pe=25,合理价为rm 3.50 ,都是支持股价继续向北。

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2017-08-29 03:34 | Report Abuse

2017年8月28日星期一
浅谈0113 MMSV MMS创投的第二季业绩(2017年Q2):

--本集团本季营业数为2937万令吉,
高于首季的97%,
前一季度为1490万令吉,Q2净利899万,EPS=5.59SEN,对比去年净利增加57.5%,
主要是由于机器需求激增现有和新客户,
在季度 记录的毛利率与出售机器的性质是一致的
由于其他公允价值调整,本季度其他营业收入下降
投资。 其他营业费用增加归因于外汇损失增加
从第二季度开始以来,马币兑美元反弹。
管理费用增加主要是由于部分员工相关费用增加所致
期内营业额增加.
--截至2017年6月30日止期间,兩季度集团营业数为4428万令吉增加
85%(2037万令吉),而上一财政年度为2391万令吉。
--公司于30-6-2017的定存与現金有2056万,无借款,每股净现金达12.61仙
库存价值达1283万.
--Q1+Q2(2.5+5。59)=8.13sen,上半年己净利1310万,超过以往全年的净利了,公司己
建议申请转入主要板,並派送1.5sen股息.平均赚副达29.6%,公司Roe 达33,25是隆市中少见,前景光明。
估计Q3+Q4 只要赚6sen ,2017全年 EPs=14.13 sen,pe=25,stock price=rm3.53
--Mmsv :生产,硏发,测试Led(发光二极管)与半导体自动化器材,公司出口市塲包括大马(佔77.5%)
美国(21.6%),亞洲(0.3%),澳洲(0.2%).
--本年度前景:
基于日益增长的智能设备,汽车和通用产品的预期订单
照明领域,今年余下时间的表现将会很好。
个人观点与功课,買賣自负.

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2017-08-27 19:51 | Report Abuse

Wakakaka,Q1+Q2(2.5+5)=7.5sen,Q3+Q4 只要赚5sen ,2017全年 EPs=12.5 sen,pe=25,stock price=rm3.12

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2017-08-27 12:04 | Report Abuse

Mmsv 总结过去三年(2014,15,16年)平均拿净利35%派息(2sen),保守估算2017年全年eps=10sen,上半年应可发放2sen,另1.5sen于下半年发放,算是花红,吸引我守住与加码的是转主板,红股,净利創新高与公司仍处成長势头。/只是个人观点,进出自负。

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2017-08-25 20:55 | Report Abuse

MMS Ventures may trend higher, says RHB Retail Research
TheEdgeThu, Aug 24, 2017 - 1 day ago

KUALA LUMPUR (Aug 24): RHB Retail Research said MMS Ventures Bhd may trend higher after it formed a white candle and breached above the RM1.90 threshold.

In a trading stocks note today, the research house said yesterday’s close has sent the stock to its new 52-week high, thereby enhancing the bullish sentiment.

“A bullish bias may emerge above the RM1.90 level, with an exit set below the RM1.64 threshold.

“Towards the upside, the immediate resistance level is at RM2.20. This is followed by the RM2.50 level,” it said.

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2017-08-25 11:34 | Report Abuse

9m=5,5sen(EPs),Q1+Q2=8sen ,wakakaka

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2017-08-25 10:00 | Report Abuse

Penta Q2 交出10m的净利,想信mmsv下周公布Q2 保守有6-7m,EPs=3.6-4.2 sen,那公司兩季即净利10-11m,EPs=6.1-6.7sen,继续幸福之旅。

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2017-08-24 14:02 | Report Abuse

Chelsea thanks your comments,@忘了注明,抱歉。.

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2017-08-24 12:19 | Report Abuse

Rm 2 己到达.下个目標为4亿市值,股价rm2.46 ,若2017年 eps=10 sen,pe=25 ,stock price=rm2.50
个人观点,只是参考,进出自负。

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2017-08-24 08:58 | Report Abuse

MMSV potential become second Penta after Q result out.
Just do a simple calculation

1)Aggressive Projection
EPS 2.5 x 4 x PE 20 = RM2.00
EPS 3 x 4 x PE 20 = RM2.40

2)Conservative Projection
EPS 3.5 x 4 x PE 20 = RM2.80
EPS4x 4 x PE 20 = RM3.20

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2017-08-23 14:43 | Report Abuse

mmsv 好业积加上2sen股息,潜在红股与转主板,趁低进入,買在爆漲至2元前。
股票要交易则股价才能波动,一整个公司的策略是好的,因此只要買盤意愿高过賣盤,股价長线呈上升的,
因个别的进入价不同,间中投资者或股东出售都正常的,况且只区区100,200股,佷快给市场吸收了。
老板于18-08-2017再出售100,000股,仍持有5.31% 的股份,约8561,200股,
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5520093

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2017-08-23 14:34 | Report Abuse

MMS Ventures Bhd (MMSV:KLS) set a new 52-week high during Wednesday's(16-8-2017)) trading session when it reached 1.91. Over this period, the share price is up 165.25%.
NEXT TP IS RM2,BUY MORE

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2017-08-22 19:35 | Report Abuse

UOB Kay Hian Research upbeat on Malaysian tech sector outlook [Goreng Goreng] - ee | I3investor
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UOB Kay Hian Research upbeat on Malaysian tech sector outlook [Goreng Goreng]
Author: gorenggoreng88 Publish date: Tue, 22 Aug 2017, 10:33 AM
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UOB Kay Hian Malaysia Research expects companies such as Globetronics Technology (Globetronics), Inari Amertron (Inari), ViTrox Corporation (ViTrox), Elsoft Research (Elsoft) and MMS Ventures (MMSV) to achieve record-high sales and earnings in 2017-2018.

UOB Kay Hian Malaysia Research expects companies such as Globetronics Technology (Globetronics), Inari Amertron (Inari), ViTrox Corporation (ViTrox), Elsoft Research (Elsoft) and MMS Ventures (MMSV) to achieve record-high sales and earnings in 2017-2018.

KUALA LUMPUR: UOB Kay Hian Malaysia Research is positive on the Malaysian technology sector’s prospects and it has Buy call on Globetronics on the strong comeback of its sensor segment and it is upbeat on Inari and Inari for their near-term earnings growth and long-term prospects.

The research house had last Friday said Globetronics’s revenue visibility was due to the sensor segment’s product life cycle of three to four years with potential earnings upside on the commercialisation of products under development.

As for Inari and ViTrox, it pointed out the current valuations have largely factored in the foreseeable prospects.

It suggested a Buy on Inari and ViTrox on weakness. However, it also advised investors to watch out for companies with wild cards – Salutica, Elsoft and MMSV

To recap, UOB Kay Hian Research said homegrown companies have been raising their capabilities and diversity in product and service offerings in the past few years.

These companies will ride on the upcoming trends: a) proliferation of laser light applications, b) popularisation of industrial automation and Industry 4.0, c) evolution of the automobile sector, and d) other promising trends such as rising demand for radio frequency products, iris scanners and data centre related components.

“Our review of the technology sector’s evolution since 2000 suggests that homegrown technology companies have seen improving technical capabilities and diversity in high-value product and service offerings.

“Besides the near-term demand and earnings boost from various smartphone upgrades, these companies should see longer term earnings sustainability as they now have higher technical competencies that allow them to capitalise on the upcoming revolution in the global tech space,” it said.

UOB Kay Hian Research said Malaysian outsourced semiconductor assembly and test (OSAT) companies and equipment makers recorded consecutive sales growth in 2012 to 2016, with a four-year sales compounded average growth rate (CAGR) of 10% and 29% respectively, outperforming the respective global benchmarks’ 4% and 3% respectively for the same period.

“We expect companies such as Globetronics Technology (Globetronics), Inari Amertron (Inari), ViTrox Corporation (ViTrox), Elsoft Research (Elsoft) and MMS Ventures (MMSV) to achieve record-high sales and earnings in 2017-2018,” it said.

The research house identified four global key trends that are relevant to local tech companies and pick out key potential beneficiaries.

The trends and potential beneficiaries are:

a) proliferation of laser light applications (Globetronics, Inari, Elsoft, MMSV, Salutica),

b) popularisation of industrial automation and Industry 4.0 (equipment makers, particularly ViTrox),

c) evolution of the automobile sector – Malaysian Pacific Industries (MPI), Unisem M (Unisem), JHM Consolidation and equipment makers, and


d) other promising trends such as rising demand for radio frequency products, iris scanners and data centre-related components (various OSATs).

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2017-08-22 08:55 | Report Abuse

Mmsv today will go go .

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2017-08-21 11:07 | Report Abuse

最后2元内買入机会。

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2017-08-20 20:27 | Report Abuse

转贴] 智能汽车手机需求旺 科技股还能涨2年
https://klse.i3investor.com/m/blog/kianweiaritcles/130323.jsp

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2017-08-19 12:13 | Report Abuse

股票要交易则股价才能波动,一整个公司的策略是好的,因此只要買盤意愿高过賣盤,股价長线呈上升的,因个别的进入价不同,间中投资者或股东出售都正常的,况且只区区100,200股,佷快给市场吸引了。好事。

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2017-08-18 16:19 | Report Abuse

好业积加上2sen股息,潜在红股与转主板,趁低进入,買在爆漲至2元前。

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2017-08-18 10:24 | Report Abuse

每次小回调制造新的買入机会,幸福的未來己看到。

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2017-08-17 08:25 | Report Abuse

老板己讲会扩充生产面积,足见公司业务仍然处成長中,買到好股不易,更何况是一支正准備要转板与红股的股票,守住给净利奔跑吧。

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2017-08-17 06:14 | Report Abuse

全球芯片前景看好 科技股伺机反弹
经济新闻
10/04/201718:57
(吉隆坡10日讯)在表明将来会改善经济指标后,大马股票交易所的科技股是今年表现最好的股票之一。
马交所科技指数自年初以来上涨了42.6%,表现优于富时隆综合指数涨幅的24.6%。
虽然今年可能不是最佳表现指数,因为建筑指数今年上涨了69.3%,但分析员认为很多因素将导致科技股上涨及有望反弹。

一家本地证券公司研究主管说:“东盟国家的采购经理人指数(PMI)反弹,并呈上升趋势。
“基于令吉疲弱帮到这批股项,并改善了全球的经济增长。”
一些科技股一直上升,而不仅是半导体股,还有设备制造商股。
该研究主管说:“大多数半导体厂商对今年的增长表示乐观。
今年,马太平洋工业有限公司(MPI,3864,科技组)和友尼森有限公司(UNISEM,5005,科技组)等科技股的股价大幅上涨,这两家公司的股价今年分别上涨了60%和32%。
东益电子有限公司(GTRONIC,7022,科技组)今年有创纪录的投资计划,因此股价增长53.6%,以及Inari有限公司(INARI,0166,科技组)的股票也上涨了24%。
对科技股的好感炒作也导致了半导体测试设备制造商的股票,如腾达机构有限公司(PENTA,7160,科技组)自年初以来上升了104%。
手机销量增加和汽车内装置更多的电子产品已经让科技股受益更多。
美国半导体行业协会报道,2月份的销售额比一年前同期高出16.5%。这个巴仙率增长幅度比2010年10月以来最多。
科技产品一直是马来西亚的出口指数之一。占出口总额的34.2%的电气电子产品出口比上年同期增长了22.4%。
今年3月份东盟国家的PMI数据显示,日经指数调查的7个国家中有6个国家的PMI数据有所改善。所有国家PMI均有改善,但不包括马来西亚。
科技产品业务看涨导致分析师最近提出报告,抵消科技行业的负面情绪。
联昌证券研究行在上个月的报告中预计,2017年强劲的行业盈利增长将达15%。这将由Inari和马太平洋工业领导的汽车和通讯领域的需求带动。
报告说:“大多数独立的行业研究机构认为,2017年全球半导体需求增长强劲,达到6%(2011年为1.1%)。
去年,由于东益电子已经增加了感应器的生产,因此该公司的股价在去年大幅飙升,前景看好。
安联星展研究行上周在一份报告中指出:“透过新的感应器产品(特别是光感应器和影像感应器),2017至18年东益电子的盈利明显改善。特别是3D影像感应器供应商的强烈兴趣,我们认为东益电子的估值可能会进一步获得评估。”
感应器的前景让东益电子今年的资本支出达到了8500万令吉。
据报道,该集团首席执行长拿督王合利表示,自1月份以来已经投资了6500万令吉,用于生产智能通讯设备的两个新型感应器。
“美国客户的需求将在下个月开始生产。我们预计每月会发布新的感应器数量。”
腾达机构也期望今年上半年的销售额比去年同期有所改善,该集团执行董事陈志文告诉媒体,集团有望在此期间实现超过7000万令吉的销售额。
他表示,下半年测试人员的需求将会保持强劲,因为市场上新增的智能通讯产品数量会有所增加。
“新的智能产品将要求测试人员检查其感应器。”他在报告中补充,2017年上半年的订单约有一半用于智能设备行业,而剩下的则为汽车行业需求。

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2017-08-16 12:42 | Report Abuse

就是看到快转主板先買入,为布局呀。

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2017-08-16 11:14 | Report Abuse

近几日的上升是否意謂公积局己買入mmsv?此股的基本面强,有很大机率获得 Shariah 的资格。

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2017-08-16 10:22 | Report Abuse

恭喜mmsv 成功站上3亿的市值。

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2017-08-15 20:02 | Report Abuse

AUGUST 14, 2017 DBR STAFF QI In Focus For MMS Ventures Berhad (KLSE:MMSV)
The Q.i. Value ranks companies using four ratios. These ratios consist of EBITDA Yield, FCF Yield, Liquidity, and Earnings Yield. The purpose of the Q.i. Value is to help identify companies that are the most undervalued. Typically, the lower the value, the more undervalued the company tends to be. MMS Ventures Berhad (KLSE:MMSV) currently has a Q.i. Value of 41.00000. Investors often have a large selection of stocks to research when looking to add to the portfolio. Investors have the ability to employ many different strategies to help beat the stock market. In the end, the main goal is typically to maximize profits while minimizing risk. Investors commonly strive to diversify the portfolio in order to minimize risk. Most serious investors are well aware of the risks when entering the equity market. Investors may choose to own stocks across multiple industries to keep from having all the eggs in one basket. Others may choose companies of different size, and even delve into foreign markets. Finding those hidden gems in the stock market may not be the easiest of chores. Investors may have to spend many hours doing the research and crunching the numbers.

Checking in on some valuation rankings, MMS Ventures Berhad (KLSE:MMSV) has a Value Composite score of 62. Developed by James O’Shaughnessy, the VC score uses five valuation ratios. These ratios are price to earnings, price to cash flow, EBITDA to EV, price to book value, and price to sales.

The VC is displayed as a number between 1 and 100. In general, a company with a score closer to 0 would be seen as undervalued, and a score closer to 100 would indicate an overvalued company. Adding a sixth ratio, shareholder yield, we can view the Value Composite 2 score which is currently sitting at 55.

Watching some historical volatility numbers on shares of MMS Ventures Berhad (KLSE:MMSV), we can see that the 12 month volatility is presently 46.440900. The 6 month volatility is 55.110600, and the 3 month is spotted at 53.045600.

Following volatility data can help measure how much the stock price has fluctuated over the specified time period. Although past volatility action may help project future stock volatility, it may also be vastly different when taking into account other factors that may be driving price action during the measured time period.

We can now take a quick look at some historical stock price index data. MMS Ventures Berhad (KLSE:MMSV) presently has a 10 month price index of 2.56061. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period.

Looking at some alternate time periods, the 12 month price index is 2.48175, the 24 month is 2.60606, and the 36 month is 4.61333. Narrowing in a bit closer, the 5 month price index is 2.23841, the 3 month is 1.60000, and the 1 month is currently 1.12752.

MMS Ventures Berhad (KLSE:MMSV) has a current ERP5 Rank of 5421. The ERP5 Rank may assist investors with spotting companies that are undervalued. This ranking uses four ratios. These ratios are Earnings Yield, ROIC, Price to Book, and 5 year average ROIC. When looking at the ERP5 ranking, it is generally considered the lower the value, the better.

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2017-08-15 15:16 | Report Abuse

Rm2.46公司市值破4亿,加油。这是值得期待的。

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2017-08-15 15:06 | Report Abuse

Stock Name: MMSV (0113)
Entry: Buy above RM1.72
Target: RM1.88 (9.3%), RM2.00 (16.3%)
Stop: RM1.61 (-6.4%)
Shariah: No
Technical: Breakout-pullback-continuation

Source: Bloomberg, M+ Online

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2017-08-15 10:40 | Report Abuse

Rm1.85公司市值首破三亿,加油。

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2017-08-15 09:06 | Report Abuse

Mmsv :股价=RM 1.77,股数=163m,市值=288m,近期紅股未发。
Penta :股价=RM 4.26,股数=146M,市值=624m,
近期红股末发。
Elsoft:股价=rm2.80,股数=274m,市值=767m,
近期己发红股。
Jhm:股价=rm3.23,股数=262m,市值=848m,
近期己发红股。
Vitrox:股价=rm4.30,股数=470m,市值=2.021b
近期己发红股。

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2017-08-15 06:09 | Report Abuse

投资请三思且自负。