KUALA LUMPUR (July 26): North America-based manufacturers of semiconductor equipment posted US$2.29 billion in billings worldwide in June 2017, according to U.S.-based Semiconductor Equipment and Materials International’s (SEMI) Equipment Market Data Subscription (EMDS) Billings Report.

In a report yesterday, SEMI said that the billings figure is 0.8% higher than the final May 2017 level of US$2.27 billion, and is 33.4% higher than the June 2016 billings level of US$1.72 billion.

SEMI senior director for Industry Research

Completed pump and dump.

Semiconductor boom :HLIB Research.

The research house analyst Tan J Young said based on the World Semiconductor Trade Statistics’ latest May data, year-to-date 2017 (YTD17) global sales of semiconductor was even stronger than forecast.

CONCLUSION:

SEMICON GROWTH IS GOOD FOR AEMULUS.

AEMELUS TARGETING TAIWAN WITH OPENING BRANCH SINCE 2016 WILL BENEFIT FROM TAIWAN SEMICON MANUFACTURERS.

Semiconductor boom bodes well for Frontken: HLIB Research.

Hong Leong Investment Bank (HLIB) Research has issued a non-rated call on Frontken Corp Bhd with a fair value of 45 sen, and said the group’s semiconductor division is expected to be its major growth driver, leveraging on the booming semiconductor industry.

The company’s shares closed trading up 2 sen to 34.5 sen yesterday, on 21.29 million shares done. It has a market capitalisation of RM361.56 million.

Frontken provides surface metamorphosis and mechanical engineering solutions, serving a wide range of heavy industries.

Its treatment technology modifies material surfaces with unique properties to improve performance, increase efficiency, reduce maintenance cost and extend lifetime.

In a note yesterday, the research house analyst Tan J Young said based on the World Semiconductor Trade Statistics’ latest May data, year-to-date 2017 (YTD17) global sales of semiconductor was even stronger than forecast.

He said that this bodes well for Frontken as its subsidiary Ares Green Tech Corp (AGTC) had expanded seven new production lines in FY16.

“AGTC will be focusing more on foundries with capabilities of 28nm and below which will yield healthier margins at the expense of volume,” he noted.

REMARK:
SEMI CON GOING TREMENDOUS GROWTH IN COMING YEARS AND FRONTKEN WILL RIDE WITH THE GROWTH.

Accumulate while you can

Gadang have plenty of infra and development projects which will turn into million profit.

Don't need to pay much attention the disposal.

Gadang is a share must accumulate now.

Today special dividend delivered nicely.

Aemulus can easily achieve EPS 1.5 cents per quarter in coming quarter.

Annualise EPS 6.0 cents, with 15X PE, will be RM0.90. If 20x PE, will be RM1.20.

Energous CEO Explains Dialog Semi's New $15 Million Investment, How Synergies Will Work.
7 July 2017

http://m.benzinga.com/article/9751975?utm_referrer=http%3A%2F%2Fenergous.com%2Fnews-and-awards%2Fenergous-in-the-news%2F

Shares of Energous Corp (NASDAQ: WATT) are up about 8 percent since June 28, largely driven by an announcement that Dialog Semiconductor PLC (OTC: DLGNF) is investing an additional $15 million in the company.

Dialog Semi, which had already invested $10 million in Energous last year, will continue to be the exclusive component supplier of its over-the-air WattUp charging technology. In exchange, Energous not only gets additional financing, but also continued access to Dialog’s extensive distribution and sales channels, which are fundamental for the advancement of its go-to-market strategy, Energous CEO Stephen Rizzone said recently.

Interested in what this new $15 million investment entails, Rizzone shared some additional details this week.

The new investment "strengthens our balance sheet and provides us with additional working capital," which will be used for general corporate purposes, Rizzone told Benzinga. "Additionally, it deepens the strategic relationship between Energous and Dialog and is a testament to Dialog’s belief in our innovation and technology."

So, how will Energous' technology combine with Dialog's technology, and what are the synergies?

"Dialog is the world’s leader in Bluetooth, so it was a natural fit to partner with them given that we use Bluetooth to communicate between transmitters and receivers," Rizzone said. "We also utilize their power management IC (PMIC) and AC/DC conversion for our technology. As we mentioned in the past, a vast majority of our customers are also Dialog customers, and partnering with them allows us to leverage their broad sales and distribution channels to accelerate market adoption."

Rizzone also gave a brief update on some other commercial products and when they'll hit the market.

"We anticipate our first customers to begin shipping products bundled with Near Field transmitters by the end of 2017 and at least one customer product enabled with a Mid Field transmitter to ship before the end of the year as well," Rizzone said. "Recently, we received FCC approval for our updated Near Field transmitter technology and we also anticipate receiving formal approval for the Mid Field transmitter technology soon."


CONCLUSION:

DIALOG IS THE WORLD'S LEADER IN BLUETOOTH.

WHAT HAPPEN WHEN ALL BLUETOOTH DEVICES USE "WATTUP" DEVELOPED BY ENERGOUS WHICH REQUIRED AEMULUS'S TESTER?

I WOULD SAY" AEMULUS REVENUE WILL FLY".

excelyou In December 2016, Dialog made a $10 million investment in Energous (NASDAQ:WATT), which has developed a proprietary long-distance wireless-charging technology known as WattUp. This technology can charge smartphones from a distance of up to 15 feet.

This February, the two companies launched a small RF (radio frequency) power circuit that's cheaper than the previous generation and occupies less space. The companies have already started sampling this chip to customers, which means that Broadcom might not be the lone contender for any Apple wireless-charging content.

Additionally, Energous' technology is not new to Apple. As reported by VentureBeat, Energous' products and reference designs have already undergone compliance testing at Apple, which means that the latter company could be considering its technology for wireless charging.

What's more, Energous CEO Steve Rizzone dropped a major hint that his company's wireless-charging tech could be coming to mainstream devices later this year. The Verge quoted him as talking about a partnership with "one of the largest consumer electronics companies in the world.

I cannot tell you who it is, but I can virtual guarantee that you have products from this company on your person, sitting on your desk, or at home."

CONCLUSION:

MOST LIKELY "ONE OF THE LARGEST CONSUMER ELECTRONICS COMPANIES IN THE WORLD" IS APPLE OR SAMSUNG , AT THE END EITHER APPLE OR SAMSUNG, AEMULUS WILL PROVIDE TESTER TO ENERGOUS.

INMAGINE ALL SMART PHONE, BLUETOOTH, EAR PHONE, NOTEBOOK, PAD, POD, ELECTRONIC GADGETS POWER BY WIRELESS.!!!

HOW MANY TESTER NEEDED FROM AEMULUS. I WOULD SAID "HUGE".

NOT FORGET, AEMULUS WAS TARGETING CHINA SEMICONDUCTORS COMPANIES TOO.

Top volume and coming result shall be HUGE

RHB♦Investment Bank Bhd

Dear My Valued Client,
Potential stocks to buy today:
Date/日期 : 17/7/2017

AEMULUS (0181)
Price/现价 : 0.58
Target price/目标价: 0.70 /0.80
Cut loss/止损价 : 0.495
Syariah
Sector/领域: Technology

SOURCE : RHB RESEARCH INSTITUTE

In December 2016, Dialog made a $10 million investment in Energous (NASDAQ:WATT), which has developed a proprietary long-distance wireless-charging technology known as WattUp. This technology can charge smartphones from a distance of up to 15 feet.

This February, the two companies launched a small RF (radio frequency) power circuit that's cheaper than the previous generation and occupies less space. The companies have already started sampling this chip to customers, which means that Broadcom might not be the lone contender for any Apple wireless-charging content.

Additionally, Energous' technology is not new to Apple. As reported by VentureBeat, Energous' products and reference designs have already undergone compliance testing at Apple, which means that the latter company could be considering its technology for wireless charging.

What's more, Energous CEO Steve Rizzone dropped a major hint that his company's wireless-charging tech could be coming to mainstream devices later this year. The Verge quoted him as talking about a partnership with "one of the largest consumer electronics companies in the world.

I cannot tell you who it is, but I can virtual guarantee that you have products from this company on your person, sitting on your desk, or at home."

CONCLUSION:

MOST LIKELY "ONE OF THE LARGEST CONSUMER ELECTRONICS COMPANIES IN THE WORLD" IS APPLE OR SAMSUNG , AT THE END EITHER APPLE OR SAMSUNG, AEMULUS WILL PROVIDE TESTER TO ENERGOUS.

INMAGINE ALL SMART PHONE, BLUETOOTH, EAR PHONE, NOTEBOOK, PAD, POD, ELECTRONIC GADGETS POWER BY WIRELESS.!!! HOW MANY TESTER NEEDED FROM AEMULUS. I WOULD SAID "HUGE".

NOT FORGET, AEMULUS WAS TARGETING CHINA SEMICONDUCTORS COMPANIES TOO.

LKOH, you manage to accumulate?

Trading Stocks 14 July 2017

The following information is extracted from CIMB Research Report. For the full research reports and disclaimers, please logon to your account on www.itradecimb.com.my and click on Tab.

Malaysia:
*Karyon Industries (0054)* (RM0.285): Buy
Targets: RM0.37
Cut loss: RM0.25

*Aemulus Holdings (0181)* (RM0.525): Buy
Targets: RM0.635
Cut loss: RM0.48

LKOH, then you can accumulate more.

99999999, I will invest.
You make your own decision.

http://www.dialog-semiconductor.com/wireless-charging

WattUp® is a revolutionary radio frequency (RF) based charging solution that delivers intelligent, scalable power via radio bands, similar to a Wi-Fi router. WattUp differs from older wireless charging systems in that it delivers power at a distance, to multiple devices - thus resulting in a wire-free experience that saves users from having to plug in their devices.

WattUp technology is provided to Dialog under license from "Energous Corporation".


http://www.dialog-semiconductor.com/press-releases/dialog-semiconductor-enhances-wireless-charging-partnership-additional-15-million

Dialog Semiconductor Enhances Wireless Charging Partnership with Additional $15 Million Investment in Energous Corporation.


http://www.marketwatch.com/story/aemulus-amb7600-selected-by-energous-corporation-to-test-its-wattup-wireless-charging-technology-2017-02-15

Aemulus AMB7600 Selected by Energous Corporation to Test Its WattUp Wireless Charging Technology

CONCLUSION:

APPLE WAS CUSTOMER OF DIALOG.
APPLE'S PRODUCTS SHALL BE RF CHARGING SOLUTION SOON

DIALOG INVESTED HUGE SUM OF MONEY INTO ENERGOUS FOR "WATTUP"

ENERGOUS SELECTED AEMULUS TO TEST "WATTUP"

DO YOU WANT TO INVEST IN AEMULUS?

Aemulus - Technology Star in 2017

http://klse.i3investor.com/blogs/Aemulus17/123104.jsp

Aemulus’ buying momentum may have returned after the stock climbed above the downtrend line drawn in the chart. This can be viewed as a continuation of the bulls extending the rebound from 28 Jun’s “Bullish Engulfing” pattern. A bullish bias may appear above the MYR0.51 level, with an exit set below the MYR0.47 threshold. To the upside, the near-term resistance level is at MYR0.615. This is followed by the MYR0.70 level.

RHB Research

KUALA LUMPUR (July 12):

Integrated engineering solutions provider Kelington Group Bhd has been awarded RM4.59 million, after it obtained an adjudication decision in favour of its case against former customer Biocon Sdn Bhd.

In a statement today, Kelington chief executive officer Raymond Gan said the favourable adjudication decision and the subsequent recovery of the claimed sum will positively contribute to its earnings for the financial year ending Dec 31, 2017.

Kelington had initiated adjudication proceedings in December last year to claim outstanding payments for the supply and installation of specialty gas system, clean piping and stainless steel piping works for a factory in Johor. The project was completed in December 2015.

The adjudication decision received was pursuant to the Kuala Lumpur Regional Centre for Arbitration Rules and Construction Industry Payment and Adjudication Act 2012.

Ship sank faster than everyone can guess.

http://klse.i3investor.com/blogs/candlestick/126906.jsp

HUGE POTENTIAL WHEN SELECTED BY ENERGOUS.

http://content.equisolve.net/_50ad1a1d645623512dc9f4e6b3de5730/energous/db/199/1279/pdf/Investor Deck MAY 2017 Final.pdf

Trading Stocks today:

The following information is extracted from CIMB Research Report.

Malaysia:
*Gadang Holdings (9261)* (RM1.35): Buy
Targets: RM1.60
Cut loss: RM1.26

*Efficient E-Solutions (0064)* (RM0.36): Buy
Targets: RM0.40, RM0.435
Cut loss: RM0.33

GADANG (9261)
========================
- STAGE 2 OF BREAKOUT WITH INCREASING VOLUME TRADED

- 15 BULLISH SIGNALS

- UNDERVALUE RATED STOCK AND HAVE STRONG CASH RESERVED

ENTRY PRICE : RM 1.35

TARGET PRICE : RM1.45,1.50

KUALA LUMPUR (July 4): Global sales of semiconductors jumped 22.6% year-on-year in May this year to US$31.9 billion from US$26 billion a year earlier, according to the U.S.-based Semiconductor Industry Association (SIA).

In a statement on its website yesterday, SIA said sales rose 1.9% month-on-month from US$31.4 billion in April 2017.

It said year-to-year growth in May was the global market’s largest since September 2010.

It said all major regional markets notched year-to-year increases of more than 15 percent in May, and the Americas led the way with growth of 30.5%.

AEMULUS SUPPLYING TO SEMI CON.

Get ready your seat belt next week.

Kelington Group’s upside move may persist after it continued holding above the rising 55-day SMA line.

This can be viewed as a continuation of the bulls extending the rebound from “Hammer” pattern in end of May 2017.

A bullish bias may emerge above the MYR0.65 level. The next immediate resistance level is anticipated at the MYR0.75 level.

This is followed by the MYR0.80 level.

Dialog Semiconductor In Deal To Invest Addl. $15 Mln In Energous

By RTTNews
June 29, 2017 | 01:14AM

https://www.google.com.my/amp/www.nasdaq.com/article/dialog-semiconductor-in-deal-to-invest-addl-15-mln-in-energous-20170629-00027/amp

Aemulus --> Energous --> Dialog Semiconductor --> Apple & Samsung

Raya gift to Gadang "Best quarter result" and "LRT 3" or " Hospital contract".

Cumulate while you can now

SEMI CON MAKERS LIKE AEMULUS SHAL FLY HIGH IN 2017


N.American semicon equipment makers posted US$2.27 billion in billings in May


KUALA LUMPUR (June 19):North America-based manufacturers of semiconductor equipment posted US$2.27 billion in billings worldwide in May 2017, according to U.S.-based Semiconductor Equipment and Materials International’s (SEMI) Equipment Market Data Subscription (EMDS) Billings Report.

In a report last Thursday, SEMI reported that the billings figure is 6.4% higher than the final April 2017 level of US$2.14 billion, and is 41.9% higher than the May 2016 billings level of US$1.60 billion.

SEMI president and CEO Ajit Manocha said semiconductor equipment billings for North American headquartered equipment manufacturers increased for the fourth month in a row and are 42% higher than the same month last year.

“The strength of this cycle continues to be driven by Memory and Foundry manufacturers as the industry invests in 3D NAND and other leading-edge technologies,” said Manocha.

Good for Aemulus and Kelington

Well explained.

Yole Bek


Summary for you:

https://seekingalpha.com/article/4076888-energous-watt-presents-18th-annual-b-riley-and-co-institutional-investor-conference-slideshow

Yole Bek

Why are you referring 2016 news?

Please read 2017 news.

Tguan lack of corporate exercise.

Lanselot, good link.


Lanselot Broadcom quarter report out few hours ago:
https://seekingalpha.com/news/3271145-broadcom-plus-3-percent-fiscal-q2-profits-beat-best-street-estimate
Enterprise storage, $712M (up 36%)

Apple patents long-range wireless charging

PCmag By Tom Brant Published
1 May 2017

A US patent granted to Apple this week shows that its engineers are experimenting with wireless charging, a feature that's found its way to many phones and tablets but not Apple's iPhones and iPads.

The patent, spotted by Apple Insider, would deliver power using signals in the 2.4GHz and 5GHz bands, among others. Those frequencies are the same ones used by Wi-Fi routers, which means Apple's invention could pave the way for your phone to charge wherever there's a strong-enough Wi-Fi signal. Once your phone gets enough juice, it could also provide power to other.

Management allocated ESOS to Directors and etc , try to benefit from Bandar Malaysia but then the deal fall off.

Now public shareholders suffer from the loss due to fair value adjustment on ESOS.

Nikmon, you must learn how to read interim result. I didn't see any reverse of impairment and gain of RM1.3 mil (RM0.7 mil is what I read) under disclosure note.

My expectation shall is in annual rather than interim basis. KGB recognise reverse of impairment in this year.

My investment is 6-12 months, just like I invested into RGB since mid 2016 and sold lately.

JHM need 12 months to climb from RM0.6 to RM5 , more than 500%.

Give some time KGB.

Hello everyone, major correction in KLCI and many small investors believe "sell in May".

KGB result is good. Previous quarter 4Q2016 , profit included forex gain of RM2.1 million. If you excluded it, with Revenue of RM50 million (drop due to CNY in China and Taiwan) plus, PAT was around 5%.

What happen if Revenue normalise to RM80-100 million and with PAT of 5%?

Take this opportunity to accumulate.

SHQuah

Whole market under consolidation and profit taking, what make Aemulus can escape?

Posted by SHQuah > May 26, 2017 09:47 AM | Report Abuse

why AEMULUS share keep going down ?

Very good explanation

RM0.8-0.85 cents is the next target

RHB Research , 19 April 2017.

KGB may climb higher after posting another white candle and leaving an upside gap yesterday. This can be viewed as a continuation of the bulls extending the rebound from 14 Apr’s “Hammer” pattern.

A bullish bias may appear above the MYR0.58 level, with an exit set below the MYR0.53 mark.

Towards the upside, the immediate resistance level is seen at the MYR0.70 level.

This is followed by the MYR0.83 level.