https://www.theedgemarkets.com/article/aemulus-secures-new-orders-worth-rm379-million

KUALA LUMPUR (July 29): Aemulus Holdings Bhd has secured new orders worth approximately RM37.9 million from its existing Malaysia-based customer from the automotive industry.

In a Bursa Malaysia filing on Friday (July 29), the company said its unit Aemulus Corporation Sdn Bhd (ACSB) had bagged the orders for the automotive test systems.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3279593

OTHERS AEMULUS HOLDINGS BERHAD ("AEMULUS" OR "COMPANY") - NEW ORDERS SECURED

The Board of Directors of the Company is pleased to announce that Aemulus Corporation Sdn. Bhd. (“ACSB”), a wholly-owned subsidiary of the Company had secured new orders worth approximately RM37.9 million on 29 July 2022.



The new secured orders are from existing customer based in Malaysia from the automotive industry for the test systems for automotive devices.



The revenue from the said new orders shall be recognised progressively upon delivery of the systems.

https://www.theedgemarkets.com/article/frontken-declares-16-sen-dividend-2q-net-profit-jumps-302-rm322m

Frontken declares 1.6 sen dividend as 2Q net profit jumps 30.2% to RM32.2m

Possible breaking RM7.00 next month.

Possible breaking RM7.00 next month.

https://www.theedgemarkets.com/article/genting-singapore-drops-56-says-didnt-pursue-ma-interest

GENTING HAS NO PLAN TO SELL GENTING SINGAPORE.

So why selling ? Wait for Q2 result. Profit very good and could be with good dividend.

Why so many people selling Genting Berhad share. For sure when Q2 result out share price sure goes up.

https://www.thestar.com.my/business/business-news/2022/07/11/pentamaster-order-book-full-till-first-quarter-of-2023

Pentamaster order book full till first quarter of 2023.
GEORGE TOWN: Pentamaster Corp Bhd’s order book for the 2022 financial year and first quarter of 2023 is already filled up.

Group executive chairman C B Chuah told StarBiz that the group had secured about RM500mil worth of products to be delivered in the second half till the first quarter of 2023.

“The orders comprise about 300 semiconductor test equipment and 20 robotic production lines.

“The test equipment is priced between RM1mil and RM3mil and the robotic lines between RM5mil and RM10mil.

“The customers are from Europe, the United States and Japan,” he added.

Chuah said orders were coming for the second and third quarters of 2023.

https://www.thestar.com.my/business/business-news/2022/07/08/optimistic-outlook-for-semiconductor-makers

PETALING JAYA: Malaysian tech firms are expected to benefit from the sustained growth in demand for semiconductor chips from automotive and consumer electronics industries.

According to the World Semiconductor Trade Statistics (WSTS), global semiconductor sales are expected to grow by 16.3% year-on-year (y-o-y) to US$646.5bil (RM2.86 trillion) this year.

Based on the optimistic outlook, TA Research has maintained its “overweight” call on the semiconductor sector with a preference for outsourced semiconductor assembly and test providers.

The research house said these include Inari Amertron Bhd, Unisem (M) Bhd and Malaysian Pacific Industries Bhd (MPI) for their robust sales pipeline, earnings growth prospects, strong balance sheets and expansion plans.

https://klse.i3investor.com/web/pricetarget/research/63861

Genting - Anticipating a Broad-based Improvement
Date: 2022-07-06
Firm: HLG
Stock: GENTING
Price Target: 6.50
Price Call: BUY
Last Price: 4.52
Upside/Downside: +1.98 (43.81%)
Although the gaming segment was off to a weaker start in 1Q22, we anticipate a strong recovery in subsequent quarters for the segment anchored by (i) RWG mainly from ramping up of capacity; (ii) RWS from the return of foreign visitors; and (iii) RWLV from the lifting of mask mandate as well as the return of foreign and convention visitors. Its other US and UK gaming assets are expected to sustain their strong performances. In addition, the current buoyant commodity prices should continue to benefit the group’s plantation as well as O&G segments. Maintain BUY with an unchanged TP of RM6.50.

Cooking oil price almost double.
Genting Plantation profit is going to be very good which contribute to Genting Berhad.

1invest1......Macau got nothing to do with Genting Berhad.
Malaysia now all open. Genting now is given free bus to Genting for June and July.
Hotel room almost fully book. Theme Park open.

Q2 result going to be better than Q1 2022.
Q3 onward could be even better.
Just hoping for more Dividend.

https://www.theedgemarkets.com/article/tech-sector-tops-net-cash-companies

Tech sector tops net cash companies
Take, for example, Inari Amertron Bhd. Its net cash level improved by RM1.08 billion, to reach RM1.96 billion as at end-March. The major portion of its funds came from a private placement exercise, which was completed on July 30, 2021, and raised RM1.03 billion with the issuance of 333 million shares.

Inari’s massive capital raising exercise came at a time when it was in continuous discussions with potential new customers. It planned to raise the cash for potential investments in factory fit-outs, and to acquire and install new manufacturing equipment and additional production space to secure new customers and/or long-term supply orders.

Apart from that, Inari also said the funds would be used to accelerate plans to acquire and invest in “good value, high-quality and complementary semiconductor and OSAT (outsourced semiconductor assembly and test)-related companies and assets” that can generate sustainable revenue and earnings growth, good profit margins and good returns on invested capital.

https://www.thestar.com.my/business/business-news/2022/07/06/radio-frequency-business-boost-for-inari-amertron

Radio frequency business boost for Inari Amertron
PETALING JAYA: Inari Amertron Bhd is preparing for the annual ramp up of its radio frequency (RF) business in anticipation of the upcoming US-branded smartphone model launch soon in September.

The company’s utilisation rate at its Bayan Lepas, Penang plant is currently at some 75% and this is expected to gradually increase to about 90% nearer to the launch date, Kenanga Research said.

It has maintained its “outperform” call on Inari with an unchanged target price of RM3.30 based on a 28.5 times financial year 2023 (FY23) forward earnings per share.

It noted that the target price represented a slight premium to its peers’ forward average of 26 times.

However Kenanga said that this was justified by several factors, including Inari being the closest proxy to 5G adoption, its ability to sustain strong margins and the expansion of its revenue stream with new businesses.

https://www.thestar.com.my/business/business-news/2022/07/06/genting-malaysia-in-for-brighter-2h

As of March 31, RWG had opened 5,200 hotel rooms with average occupancy rates at 88% in the first quarter ended March 31, 2022 (1Q22). Genting Malaysia indicated that it was progressively ramping up capacity for its hotels, casino and theme park in 2Q22.

According to HLIB Research’s ground checks, the casino capacity had increased as the restriction on the number of players per table had been lifted. The research house noted that the footfalls observed in the casino were also very encouraging.

https://www.thestar.com.my/news/nation/2022/07/05/cruise-ships-to-be-a-regular-sight-in-penang

GEORGE TOWN: Penang is primed for a tourism rebound with the arrival of a second cruise ship at the Swettenham Pier Cruise Terminal (SPCT) today, a sight not seen for more than two years.Penang Port Commission chairman Datuk Tan Teik Cheng said Resorts World Cruises’ Genting Dream, carrying 3,325 tourists and 1,700 crew members, would call at Penang at 8am.

Last Saturday, Royal Caribbean’s Spectrum of the Seas docked at SPCT after two years of Covid-19 restrictions that prevented the arrival of large cruise ships to Malaysia.

“With the efforts of the Penang Port Commission and Penang Port Sdn Bhd, Genting Dream Cruise, will bring more than 5,000 visitors to Penang.

https://www.thestar.com.my/business/business-news/2022/07/05/inari-to-increase-production-ahead-of-us-smartphone-launch

KUALA LUMPUR: Chip assembly and testing firm, Inari Amertron Bhd is preparing to ramp up its radio frequency (RF) business for a smartphone launch in the United States in September.

Following Kenanga Research’s recent visit to Inari’s production facility, the research house said the group’s utilisation rate is expected to gradually increase to around 90% closer to the launch date, compared with the current 75%.

“Interestingly, Inari has also brought in more RF testers on customer’s request, which will be fitted in the P55 plant while the P13 plant is already fully occupied.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3272137

No Date of change
No of securities
Type of Transaction Nature of Interest
1 24 Jun 2022
113,500
Acquired Indirect Interest

https://www.thestar.com.my/business/business-news/2022/06/28/inari-indirect-unit-setting-up-jv-in-china-to-undertake-osat-manufacturing

Inari indirect unit setting up JV in China to undertake OSAT manufacturing

"This would also enable the group to diversify its product and customer base as well as adding revenue and earning streams with a potential initial public offering (IPO) in China in later stages," it added. - Bernama

My guru and Sifu told me.
Inari and Frontkn is going the break $3 in July.
Greatec and Penta is going to break $4 in July.

My guru and Sifu told me.
Inari and Frontkn is going the break $3 in July.
Greatec and Penta is going to break $4 in July.

My guru and Sifu told me.
Inari and Frontkn is going the break $3 in July.
Greatec and Penta is going to break $4 in July.

My guru and Sifu told me.
Inari and Frontkn is going the break $3 in July.
Greatec and Penta is going to break $4 in July.

Waiting for Q2 Positive result and Dividend.

Q2 result sure very good. Don't worry. All open. Hotel fully booked during week-end.
RM6 coming soon. End of the year RM7

EPF and KUMPULAN WANG PERSARAAN everyday buying also cannot support ?

Why people keep selling when EPF and KPW keep buying ?

EPF accumulating almost every day.

WASHINGTON/SAN FRANCISCO/TAIPEI (June 13): China's semiconductor industry is showing signs of flourishing even in the face of Biden administration efforts to counter its growth, raising alarm bells in Washington.

Chinese orders for chip-manufacturing equipment from overseas suppliers rose 58% in 2021, making it the biggest market for those products for a second year running, according to data provided by industry body Semi.

WASHINGTON/SAN FRANCISCO/TAIPEI (June 13): China's semiconductor industry is showing signs of flourishing even in the face of Biden administration efforts to counter its growth, raising alarm bells in Washington.

Chinese orders for chip-manufacturing equipment from overseas suppliers rose 58% in 2021, making it the biggest market for those products for a second year running, according to data provided by industry body Semi.

https://www.theedgemarkets.com/article/chinas-chipmaking-power-grows-despite-us-effort-counter-it

WASHINGTON/SAN FRANCISCO/TAIPEI (June 13): China's semiconductor industry is showing signs of flourishing even in the face of Biden administration efforts to counter its growth, raising alarm bells in Washington.

Chinese orders for chip-manufacturing equipment from overseas suppliers rose 58% in 2021, making it the biggest market for those products for a second year running, according to data provided by industry body Semi.

Down is the best time to buy.

https://klse.i3investor.com/web/stock/analysis-price-target/3182

https://klse.i3investor.com/web/pricetarget/research/63694

Genting bosses sold on 8 June 2022 above $5.30 and now I think they are buying back at below $4.90.
This is Casino and we just follow their game. Buy now.

When market down, it's the time to accumulate.

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

When market down, it's the time to accumulate.

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

When market down, it's the time to accumulate.

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

When market down, it's the time to accumulate.

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

When market down, it's the time to accumulate.

https://www.thestar.com.my/business/business-news/2022/06/10/semiconductor-sector-still-the-darling-of-analysts

Semiconductor sector still the darling of analysts

It maintained its “overweight” stance on the technology sector with “buy” recommendations on Inari Amertron Bhd with a target price (TP) of RM3.60

Market down is the best time to buy more.

Market down is the best time to buy more.

Market down is the best time to buy more.

Market down is the best time to buy more.

Market down is the best time to buy more.

Market down is the best time to buy more.