Aiyoo...Yoo...!!!...VS...aiyah...need lot n lot of patience...Roller Coaster rides...high, low, sideways...But when its sentiments are good...Wow...we also don't know why within 50 days... rocketing...a lot of previous preparations, fixed capex...people taught it had negative cash flow...haha...a lot of insights...that's how i judge its management team all these years...honest n wise...Invest wisely...n understand its business plus read its annual reports... especially all the BODs. If have chance can try to talk to people working there for years...if you really invested substantial amount into it...GL...Guys...!!!

Probability...???
Globetronics FY18 net profit up 37% despite Q4 decline | https://www.klsescreener.com/v2/news/view/494012

Ha...Rock n Roll...already rocked up...@>35%...more than 50 days...oh...!...probably you want @>350%...you wait patiently after probably above 500 days... Guessing... hehehe...!!!

Right or Irrelevant...!!!
https://www.cnbc.com/2018/02/26/buffett-says-out-of-the-three-ways-to-go-broke-liquor-ladies-and-leverage-leverage-is-the-worst.html

Ha...Value Investing is about mispriced gamble...n you must know enough your gamble is mispriced...!!! And it's a rare chance to have...n when you see one...bet heavily on it...!!!...GL

Ha...Probably people will limit down...But overall revenue n EPS growth still positive...yoy...@>22%...Buy on Weakness...GL...!!!

Previous~Good Article...!!!
https://fifthperson.com/10-things-we-learned-from-the-2018-top-glove-agm/

FBM KLCI up as US delays tariff on Chinese goods | https://www.klsescreener.com/v2/news/view/493998

Ha...Probability of earnings growth will be negative or flat...But already Priced in...the last two months... Future earnings revisions is very important...n difficult to forecast...Money is profited from uncertainty n probability...what is obvious at present is totally wrong...Look into various variables n scenarios to decide for yourself... whether this business worth investing in the long Run...there are many unworthy businesses around...that the crowd love to 'goreng'...N become a zero sum games...if you love swimming with those sharks...go ahead... different people have different risk appetite...GL...!!!

Ha...Chances was there, trending around...@<1.35...last month...When you have done your homework...Buy...Must be decisive n high conviction...if not wasting of time n efforts...buying too little...Now is trending upwards probably these few months...looking at few variables n scenarios...plus Malaysian GDP stabilised...plus positive sentiment Overall...GL...!!!

Ha...I think many people don't like to wait long enough...a lot of probabilities, a lot of uncertainties...a lot of strange noises...so when you invested in a promising company...it is like a thesis...where you can't really proof it in the very first place...it takes lot of patience... sometimes you must be so daring...when the price was right you need to go for the jugular...be a Pig...n rides the waves...n be deaf to all those noises. So many variables to consider...interest rates, trade war, etc...Probably now is the time...where most equities...in Bullish mode...GL...!!!

NEP~VS...@20%... Stakeholders... Defensive business model...!!!
http://reports.weforum.org/entrepreneurial-ecosystems-around-the-globe-and-early-stage-company-growth-dynamics/executive-cases-interviews-with-senior-executives-of-early-stage-companies/nep-malaysia/

Ha... Insiders know their businesses very well...your shareholders money is well allocated...even stakeholders are well informed n good corporate governance. Present ten years Malaysian bond yield is...@3.90. Singapore is around 2.15. So for a 5 year corporate AA graded bond yielding...2% is just right. Overall bonds yields are in Bear...So overall stocks will be in Bull...!!!...GL...!!!

Hahaha...Hope it drops more...@>10%...so i can invest more...buying a wonderful business at a fair price...or irrational price... It's a better than investing a fair business at a wonderful price...there are many in Bursa...just below average businesses selling at fair price...GL...!!!

Ha... Overall...still come to a strong n efficient management...to issue corporate bond at the right time...to repay bank borrowing...a better option than bank long term debt. Overall total debt is reasonable with such a strong earnings of above 400M yoy. Good jobs to BODs...GL.

VS is sole OEM/ODM for Zodiac in the world...!!!
https://www.marketwatch.com/press-release/pool-cleaners-market-2018-global-analysis-opportunities-and-forecast-to-2023-2018-06-25

Oh...VS is involved with 3 famous brands, Dyson, Keurig, n Zodiac, n mind you VS is the only one contract manufacturer in Bursa, for Zodiac product...pool cleaner...All are famous brand n niche products...n BRK did bought Keurig Green Mountain...but now is merged with Dr. Pepper, Snapper brands of products...GL...!!!

Ha... probably i won quite substantial amount in VS-WA... that's why i am alert about VS. Well look into the industries that can generate above average, future EPS growth prospects...look into automation n IOT...products like Sensors, LED, 5G product n its application, database security. The crucial point is its forward earnings revisions n your own valuation from different variables such as mean Dupont ROE, PE, PEG, EPS, Cash Flow, plus SBB, insiders ownerships. The difficult points are demand n supply, sentiments, brand, n management team efficiency. Valuation is an Art...any additional colours, there are some changes... it's not carve in Stone. Businesses are always changing...we are not buying Antique or prime property or cemetery lots. TQ n GL...!!!

Hahaha...too humble to admit...i am still learning lot of things...of course we can't understand all businesses...we try to understand what we feel comfortable...n one thing i will not invest in commodities linked company...too cyclical...not really for long term...or irrelevant...of course...need to zero down our cost of capital when you reach your target...@>100%... remember to Sell...when the Price is Right...n dare to Buy when the price is irrational...GL...!!!

Dyson Marketing Strategy...!!!
https://www.askwillonline.com/2012/02/should-dyson-change-their-marketing.html

Hahaha... Overvalued approximately around mean PE @>25x... Present is a Fair Value...How to make millions...if just 20% capital gains...n be very careful the whole year...Once in a life time can get at least...@>100% return...can relax for 5 years...Be a Pig...n ride the waves...GL...!!!

LED~OLED...!!!
https://www.grandviewresearch.com/industry-analysis/led-lighting-market

Investment graded, Defensive business model...@<4.00... Undervalued...@<5.50...Fair Price... Multiple variables....Mean ROE, PE, PEG, DY, SBB, Insiders Ownerships, EPS, Cash Value, most difficult the demand, sentiments, brand, n management efficiency...!!!

Innovation...???
https://www.forbes.com/sites/ewanspence/2019/02/22/apple-news-iphone-xs-xs-max-product-red-leak-ipad-pro-imac-failure-innovation/

AAPL~Modem...!!!
https://www.theverge.com/circuitbreaker/2018/12/12/18137816/apple-modem-qualcomm-intel-iphone-competition-engineer-hiring

Ha...@<1.20...Undervalued...@<1.80...Fair Value...Mean 5 yrs Valuation...GL.

IOT~Growth...!!!
https://www.alliedmarketresearch.com/sensor-market

Sensor~IOT~LED...!!!
https://www.alliedmarketresearch.com/sensor-market

Buffett Loves These 3 Dividend Stocks And So Should You https://seekingalpha.com/article/4242701?source=ansh $AAPL, $BAC, $KO

Apple Now On iPhone Watch https://seekingalpha.com/article/4242943?source=ansh $AAPL, $SSNLF

https://seekingalpha.com/article/4201162-outperforming-market-following-earnings-revisions

Ha... business value isn't carve in Stone...due to present rapid changes in mechatronic n biotechnology...plus internet of things...IOT...So never bury your investment like an Antique...Must analyse its financial statements occasionally...plus how the management keep it up with all those changes. We must keep on learning n judge for ourselves... beforehand...what it takes to own this business for long term or otherwise...GL...!!!

Panda bond offer by China a sign of foreign confidence in Malaysia, says Guan Eng | https://www.klsescreener.com/v2/news/view/492614

OMG...Slow n Steady...!!!...Probably will be around...@<1.50...By end of June or later...GL....!!!

In rebuke to US, Germany considers letting Huawei in | https://www.klsescreener.com/v2/news/view/491956

For Investors...!!!
https://sg.finance.yahoo.com/news/si-research-top-glove-corporation-030033530.html

Read Diligently...!!!
https://www.fool.sg/2019/02/16/following-warren-buffett-could-increase-your-chances-of-making-a-million/

https://www.klsescreener.com/v2/news/view/490230

TA...!!!
VS Industry | https://www.klsescreener.com/v2/news/view/489956

Ha...VS is fully vertical integration EMS...leader in Malaysia...SKP come second...n becoming vertically integrated...plus upcoming one is ATA...VS for its Dyson vacuum cleaners...SKP for its Dyson hair dryer...n ATA for the air purifier...All are expanding in its fixed assets expenses...of course VS still far ahead follow by SKP with its newest manufacturing capabilities... probably margins better than VS. That's why VS has been upgrading its production lines to be more efficient with higher fixed assets capex these few years. Probably more contract n more sales coming in the future...plus higher margins. Invest on your own evaluation n experience...GL.

Haha...that's all Dyson niche products...my aim isn't just that...Dyson future electric car...to be built in Singapore...so where are all the 30,000 components...where are those contract manufacturers...you all just Guess...lah...VS n other OSAT n ATE companies will benefit... probably most are in Malaysia... Singapore probably Venture n others from SEA nations. Even China n probably Japan...???

https://www.dyson.com/vacuum-cleaners/robot-vacuum.html

https://www.engadget.com/2018/09/12/dyson-360-heurist-robot-vacuum-china/

Out of stock in US~Dyson 360 eye...!!!
https://www.independent.co.uk/extras/indybest/house-garden/vacuum-cleaners/best-robot-vacuum-cleaners-reviews-uk-do-they-work-a7370191.html

Dyson~Niche Product...!!!
https://www.straitstimes.com/tech/tech-review-dyson-airwrap-styler

https://www.gurufocus.com/news/739620/seth-klarman-on-how-to-diversify-a-portfolio

China stocks rally after Trump hints at trade truce extension | https://www.klsescreener.com/v2/news/view/489746

Overweight...!!!
M’sian glove manufacturers likely to gain if US-China trade war worsens | https://www.klsescreener.com/v2/news/view/489124

Please do remember to zero down your cost of capital when your target is reached...let others profit the rest...many people don't know when to Sell...Buy they know...but become too greedy... don't know how n when to Sell...!!!...TQ.

Yes...you knew it...you are doing your homework...mean 5 yrs dividend policy is still intact at around 40%...GL.