http://klse.i3investor.com/blogs/DannyTanSiongKee/89817.jsp

I believe AEMULUS will announce something in the coming 1 or 2 months. Just hold on and wait.

Price up today

http://klse.i3investor.com/blogs/aemulus//89804.jsp

i can't share the financial data at this moment, it is just listed and not much data to be shared.

But I can sensed something is going on and been barking around asking people to buy and keep.

Some link to share by other investor.
http://klse.i3investor.com/blogs/DannyTanSiongKee/89817.jsp

btw, this counter is for long term investment purpose....if you have extra cash, advise you to buy some and keep it.

In order for the share price to move, we need to wait for the good earning in the coming quarter result. I dont have any data on hand, thus not planning talk on the company financial. Lets wait for the quarterly result.....

Not trying to move the counter. But learning to post the blog

these letters shouldn't be published in public forum like this. Uncle Koon may just highlight the situation that he observed from the letters that he received, but not just simply publish everything in front of public. This will not help the students.

Just wait for the price breakout.....it should happen anytime soon from now.

Yesterday and today volume surge, price is going to breakout soon

http://www.thestar.com.my/business/business-news/2015/11/03/test-equipment-players-see-strong-start/?style=biz

Old news, but worth to have a look

switch to aemulus, notion or awc better.
highly recommended from me.

Icon8888 brother:
I putting more comment on AEMULUS forum. To share my thoughts.
http://klse.i3investor.com/servlets/forum/800004516.jsp

This is not a buy or sell call.Pls trade with your own study.

the current AEMULUS stock price did not reflect the future growth yet.
Future growth catalyst include :
1) potential big selling of tester to Inari Batu Kawan plant. Inari is going to expand their production from ~600 tester to 800 tester at Batu Kawan plant.

2) Upgrade of existing testers from existing customers. As more and more semiconductors products become smaller and more pin counts , the tester needs to be upgrade in order able to test the high pin count components.

3) Overseas customer from semicon west showcasing. With the new products roll out and competitive pricing. It is not difficult to get new customer from the showcasing. With extra 1 or 2 customers attracted to aemulus products, it is easy to boost the revenue and profit. Remember, Small is easy to grow big, big is hard to grow bigger.

4) RM weakening, company will benefited from weak RM. Usually technology products are being traded in USD.

I forecast year 2016 is a good year for AEMULUS. And I expect a growth EPS in the coming quarter

Inari is going to open a new plant in Batu Kawan, this new plant going to purchase a lot of tester and equipment. Looking at Avago is existing AEMULUS customer, I am suspecting Inari MIGHT purchase the equipment from AEMULUS, which resulted revenue and profit growth in year 2016.

I am looking good in this company. Just share my thought.

pls look into AEMULUS, another equipment design & manufacturer company.

big shark pull down the price, let the contra ppl eat shit......

AWC may trend higher after climbing above the MYR0.415 level in its latest session. Traders may buy as a bullish bias could be present above this level, with a target price of MYR0.485, assuming the MYR0.43 minor resistance can be surpassed. The stock may consolidate further if it dips back below the MYR0.415 mark. In this case, further support is anticipated at MYR0.365, where traders can exit upon a breach to avoid the risk of a further correction.

http://klse.i3investor.com/blogs/investtactics141/89538.jsp

good analysis. They are going to get the renew contrac from government and this will boost their revenue and profit margin, as the new contract will be using the new rate.

Previously contract was 10 years old and you can imagine the profit margin as today.....

forget about sanichi...it is dead fish

anyone knows when the quarterly earning report will out ?

Nothing to comment, just sit back and relax

AWC price breakout already......will go north next week

Value cap has accumulating notion......

with the RM strengthening in Dec quarter, Notion will have Derivative Gain compare with Derivative loss previous quarter.

Beside, the revenue will have Forex Gain , as RM has been weakening from ~3.7 previous quarter to RM4.40 Dec quarter.

As such, I foresee the coming earning release will be positive, and possible of dividend to be given, since company is net cash company.

With announcement of dividend stimulation, stock price might goes up above 80sen.

Uncle Icon, good work. I would suggest you include AEMULUS in your list of coverage. My analysis show that this company has potential to shine in year 2016.

the next Comcorp

uptrend on the way.

http://klse.i3investor.com/blogs/sinchew_company_story/89046.jsp
NOTION集團

去年，馬股當屬強勢美元的天下，涉足半導體領域的NOTION原該笑逐顏開才對；然而，由於美元強漲使護盤工具慘虧，該公司總結2015財政年時卻淨虧1千349萬7千令吉，使股價徘徊於近7年新低。

財報數據顯示，NOTION在2015財政年期間，共面對4千523萬7千令吉的衍生產品虧損，護盤虧損儼然是該公司業績黯淡的罪魁禍首，否則業績將明顯更好。

然而，由於大部份護盤合約到期，加上馬幣兌美元在10至12月期間回升2.3%，NOTION來季不但可望收復部份護盤虧損，業績也將開始反映強勢美元利好；換句話說，NOTION將在下月公佈的首季業績，有望獲“雙料利好”撐腰，表現可期。

需補充的是，NOTION是家現金流極強的公司，過去兩年業績雖蒙虧，營運淨現金流仍高達5千800萬令吉，加上資本開銷只有2千100萬令吉，自由現金流顯得極可觀，因該公司市值只約1億2千萬令吉。

在情況最惡劣時，NOTION股價最低也僅報36仙。那麼，若該股接下來順利轉虧為盈，現有股價如同仍近谷底，這也是我們選中NOTION的主因。

we can forecast the ccb result by looking of Oct, Nov car sales data. It is available in google...

yeah, usually they don't allow u to bring in camera or handphone in their facility. I guess this is taken by spy camera. Good work.

mercedez benz car sales in Oct and Nov still almost same as previous month. Which mean coming earning announcement we can expect EPS > 11sen if Dec sales remain same as Nov too.

http://car.cari.com.my/portal.php?mod=view&aid=72977

Today break up, tomorrow might gap up and surge

prtasco is in uptrend now......

Aemulus grab the 26% of the tester market in Malaysia. currently expanding to overseas.....you can read the IPO prospectus

Sma20 ?

more and more contract awarded, the earning sure will increase.......

agilent was the first customer to aemulus and still is the customer to aemulus nowadays ( which is avago today ). Even Avago Singapore also become their customer due to the good products range and service provided.

Inari as the sub-con for Avago, which tester do you think they will buy from ? In order to fulfill the requirement from Avago.

Inari Amertron (Inari) currently houses over 600 testers under its radio frequency (RF) division. is looking to ramp up to 800 units by Oct 2016 to be in line with Avago Technologies’ (Avago) (AVGO US, NR) volume requirements. The machines to be installed in stages in its P13 plant with full volume loadings by 4Q16

http://klse.i3investor.com/servlets/ptres/33947.jsp
.

The questions is, where does this 200+ tester going to purchase from ??

imagine if Aemulus got the order of this 200+ tester, how much profit it can have ? what is the forecasr EPS ?

yes, I knew that, even the price went up to 60sen last few months, they are not willing to sell also. They are waiting for above RM1.00 .......and seems coming next 2 quarters is the opportunity to hit this price.

technology share used to have higher P/E ( ~20 ) due to higher growth. You can see the PE for Inari.

last qtr EPS is 0.6sen, annualized it we can get 2.4sen, at 20times P/E, the share price should be 48sen. Which it is already reflected in current share price.

However, bear in mind last qtr revenue is lower compare to others. If coming qtr earning back to normal ~1sen , annualized it we will get ~4sen , at 20times P/E, the share price will be 80sen.

Which mean, buy at current price, the downside is limited, but upside is ~60% more.

U are lucky, market sentiment is bad due to Fed interest might raise, this become reason for some ppl to throw their on hand stocks.

A lot of gun man aiming at Chong Keat pen, however, as long as company continue to deliver good result and give dividend, I will ignore those noise

http://klse.i3investor.com/blogs/kianweiaritcles/87917.jsp

like I said before, if the profit remain the same as last quarter, then annualized EPS will be >50sen, at PE 8 , the share price should be RM4.00

I do not recommend any sell or buy call. I just explain the EPS and PE relationship, and possible share price.....you need to study and digest my information

time will bring the stock price to the price it should be........by next qtr, it should be RM4.00.....

I heard some other investment group is giving advise to buy CCB as long as it is below RM3.8

and if you are still poor today, then you need to look at you at the mirror and ask why.......haha

yes, this stock will defitely up surpass RM1.40. ( 150 mil project x 20% profit margin ) / 211 mil shares = 14sen earning for FY2016.

At PR 10, the share price should be RM1.40 , and this do not count in more projects coming in and existing production volume. As I get to know, there are more NPI products in progress and possible to get more projects in near future. As such, the share price should easily break RM2.00 by next year.

By the way, I do owe some shares in EG, and I do not need you to buy to push up the price.....hahaha...buy at your own risk