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.

Hahaha...Tie Gong...only bless you peace n health...money you need to work hard for it...!!!...VS is an investment graded business...with its Niche products...quite cyclical in nature... BTW it's an above average company...with efficient management. Mean 5 years Dupont ROE is above 14%...Total yield, (DY n other)...>4%, average EPS...0.08...CAGR...>25%...Trailling Returns...>30%... present EV/EBITDA...<7...n EY...>9%... Reasonable Price...<1.13...Undervalued...<0.73...GL...TQ.

Why pick on Huawei when all advanced technologies, including those from the US, carry security risks? | https://www.klsescreener.com/v2/news/view/489260

https://www.marketwatch.com/story/us-stock-futures-set-for-higher-start-as-trade-talks-kick-off-china-equities-rise-2019-02-11

Ha...mean PE... approximately 14x...those who bought...<@0.75...>@100%...Margin of Safety... It's better to be 'kiasi' n 'kuasu'...>@1.10...probably there are higher Risk...But VS is a product cyclical company...do your own analysis...GL...!!!

https://www.scmp.com/magazines/style/people-events/article/2184930/just-how-frugal-billionaire-warren-buffett-youd-be

Piggy...!!!
https://www.valuewalk.com/2017/11/stanley-druckenmiller-greatest-lesson-ever-learned-george-soros/

Soros Wisdom...!!!
https://blogs.cfainstitute.org/investor/2016/12/19/soros-fallibility-reflexivity-and-the-importance-of-adapting/

Soros~Theory of Reflexivity...!!!
https://macro-ops.com/understanding-george-soross-theory-of-reflexivity-in-markets/

International investors confident in Malaysia’s economic potential — Guan Eng | https://www.klsescreener.com/v2/news/view/488218

Tough year seen for Malaysian semiconductor sector | https://www.klsescreener.com/v2/news/view/487994

Hahaha...traders or chartists...some syndicates always try their luck in VS...just look at its volume...!!!...well probably on the upside as indicated on past traded volume on Jan 7... history will repeat itself...But only short-live... probably... unless other good news to create more positive sentiment...GL...!!!

Joyous CNY...oh...3 days never see...go up little bit...slow n steady is a Better options...GL guys...!!!

@tokti...bro...don't fear...for what i see it's almost stabilised at this price...limited Downside n that's the key...for Margin of Safety...the upside will take care of itself. Just look at VS the demand is there... liquidity is there...only now the sentiment is still weak...so buy on weakness...if further downside happen. Just be patient n discipline yourself. GL n Happy CNY...!!!

Hahaha...VS is for next year Angpao...not this year...this year my angpao a bit okay...only some win from ECONBHD-WA...sold at 0.14...bought at 0.09...hehehe...!!!

Don't fall in love with your investments...if you don't have full control of the management...they should sell some to zero down their cost of capital... everybody knew some are good company...but price is irrational...!!!

Ha...Insiders are buying n buying... probably a certain kind of people think they are idiots...who run their business day in n day out...they are the first to go 'Holland'...if they fail...with their millions...how much you buy anyway...!!!

@stockraider...bro...it a long, long, story, intact Buffett sold all of GEICO in 1969... N bought back around 1974 when the new CEO took over and with huge Margin of Safety... because he knew it will grow bigger... reading that really make us a better investors. TQ.

Probably half insiders info...plus they knew its business inside-out...n they have good judgement of characters... especially Buffett...!!!

Graham n Buffett already knew GEICO long, long time ago...but nearly went bankrupt run by a crazy CEO. The stock price dropped like hell untill below 2.00 per share n its owner killed himself. Under the new CEO...Bryne...did Buffett had a long meeting with him that he dared to invest substantial amount into GEICO at below 2.00 per share. They well prepared n knowledgeable about it. They knew it will succeed under a new management. The rest is history...n mind you now BRK has 100% of GEICO n delisted. TQ.

Some people don't anyhow said things...U know GEICO nearly gone bankrupt n the owner committed suicide...Well why Graham n Buffett invested so much in it...n the rest is history. They are well prepared n disciplined...n did bought with huge Margin of Safety...n it started to grow again under a new CEO. Good luck...!!!

Hahaha...very interesting... Sentiment n name wise...Of course it is TopGlov... Uptrending wise...it has better upside potential... Business wise... probably Harta has higher margins... Management wise i think it is TopGlov...Price wise still TopGlov...Learn how to analyse yourself better...GL...!!!

Value~Growth Investing...!!!
https://www.gurufocus.com/news/218282/geico--the-growth-company-that-made-the-value-investing-careers-of-both-benjamin-graham-and-warren-buffett-wedgewood-vic-presentation---

@tokti... Investing is an Arts...it is always changing...there are no fixed numbers...we can't really determine the true value of any business... it's not carved in stone...like planets circling round the sun...in reality we really cannot foreseen it...it is always changing very fast...Be prepared...for any unforeseen circumstances...GL.

BTW...local n foreign funds around 27% of outstanding shares...where KWAP hold around 10%. Mr Beh n Mr Gan families plus closed relatives held around 40%. SBB has happened since the price was around...@0.70...they don't anyhow buy back... it's like you n me...you want to buy at the right price...so where is the right price...you use your own judgement n experience... understand its business model plus many more ratios...n cash flow. Free cash flow isn't there in the cash flow statement. You need to compute its owner earnings. Use your business judgement...TQ.

Ha...@char1234... it's Not Love... it's rational thinking... Don't ever love your investment...no matter how good it's. Always think of Margin of Safety...where is the Floor or Support Value...there are few scenarios to judge... Insiders buying...cash value n SBB, dividend n other benefits, plus average earnings growth prospects. If you can judge approximately where is its floor value...you are probably buying at half Price... Don't think so much about its upside...think more about its downside...so you won't lose much of your capital. Always try to reduce your cost of capital...when Price is uptrending...GL.

Aiyoo...you must know what you want...@tokti...Cut losses are for traders...who just buy anything they wish to win at certain price target n cut loss at certain percentage. For VS i don't do cut-loss...or be more specific only invest in company that is understand, good management, n right price. Look into its FA... especially its Dupont average ROE, earnings, n PE, n PEG. For VS because of its products cycle...you invest now n hold for at least 2 years. If more than two years...still nothing happening then you Sell. VS in don't want to say how much i profit last few years, especially its warrant. This VS very crazy one...make you damn Boring...n frustrated...but you must be very, very Patient...be very, very disciplined, n swing at the right moment. Just average down if you can...look silly for short term underperforming...But probably worth the waiting... that's all it can say about VS. One thing very strange it can be there for long, long time...but when it moves forward...it can be like rocket or rocketing...!!!

Hahaha... laugh die me...!!!...from...@1.35 in Dec 8... shorted down until...@0.65...Very few dare to invest...until now still blur~blur...how...very scary...lah...??? What do you think...if all these existing customers n new customers signed n announcement is confirmed... hahaha...you think you have the chance to Buy at this Price...By the time news came out... Probably i Sell to you at much higher Price... hehehe...very cunning right...what to do...money is dirty anyway...Give back to society loh...!!! That's Life...!!!

Ha... Overall its long term debt is still reasonable with the overvalued purchased of Aspion... TopGlov still manage to produce an above average return on equity...TQ.

Hahaha...Most OEM, OSAT, n ATE products manufactured in Malaysia are shipped out from Singapore port n airport...Most of us are sleeping at night...but those trucks traveling South are heading to Singapore for export. Why... because Malaysia ports n airports are inefficient...too...Slow...n some are stealing those cargoes...!!! Companies like Inari, GTronic, Vitrox etc...but because of trade war... there are few disruption in supply chains... volume will pick up soon...if China n US compromise...???

Ha...Sentiment wise it is Aspion's scenario...the boss already said it was his mistake to bought it too high...below 1B probably is the right value. Aspion productivity is not up to the SOP of TopGlov... that's why they found out the irregularities of its financial statements. Well if they can win the case n get back compensation... sentiment will be much different. I did invest some at around...@4.75...GL.

Ya...some doomsayers try to Buy it cheaper...Why never do homework...n Bought at below...@0.70...hehehe...!!!
Read this long time ago...now for you again...!!!
http://www.theedgemarkets.com/article/dyson-transforming-johors-highvalue-manufacturing-ecosystem

Hahaha... stock markets is always 'gila~gila'... important you don't get influence n become 'gila'...!!!...Btw still have some outsiders support... crucial point is those insiders are supporting...they run their business day in n out...if they Sell big...then you better Run... Outsiders non of my business...they 'goreng'...become 'gila'... Price..
I Sell... that's...GL...!!!

Hahaha...Mr. Market irrationality at its best now in VS...Support from insiders, average cash value, n earnings...its floor value...probably approximately...@0.75...to have more than...@100%...Margin of Safety...Moving forward we can't forecast...But with such a good management with years of experiences...i believe...we have a very chance to succeed... GL...!!!

Hohoho... Finally...!!!
https://www.reuters.com/article/us-britain-dyson-singapore-explainer/why-did-dyson-pick-singapore-to-build-its-electric-car-idUSKCN1MY1EU

Hehehe... Probably is...???
http://www.hitechcentury.com/dyson-expands-presence-malaysia-official-opening-malaysia-development-centre/

My advice is @tokti...n those who really invested in VS just be very, very Patient...n don't anyhow swing...be disciplined...use your own judgement from your experiences... don't listen to all those doomsayers...we shall finally see the truth...who will has the last laugh...n it will be the loudest... hahaha n hahaha...got it...!!!

Ha...EMS~OEM n ODM...VS is No. 21 in the world...Top is HongHai, Taipei, No. 10 is Venture, Singapore, So where is these SKP n Ataims...???...So just trade n invest in the leader...in Bursa...for this specific industry...you will never regret. That's why so many sharks n piranha swimming around VS...trying to have a quick bites n run faster or 'lary kuat-kuat...so there are very, very smart...or there are Asholes in the long Run... hahaha...!!!