When next qtr result out.. you will see major jump..

Good opportunity on semicon related stock

Ataims kena from dyson due to concentration risk…

Take note of Genetec’s concentration risk on possibly tesla… Once tesla cabut Genetec will collapse like Ataims.. Good Luck..

Looks like more downside coming..

Last chance to onboard a reasonably priced semicon stock..

This sector will be in good growth for the next 2 years.. good buy..

Qtr Results r below expectation, PAT of that qtr DECREASED by 2% compared to preceding year corresponding quarter..

GOOD LUCK ON MONDAY..

Careful Oo qtr result coming out .. better take profit first

Next 2 years will be major growth for players in this semicon / chip industry… major developed countries are fighting for chips..

Yes it’s cheap to enter now..

VIS business is NOT IN ems… don’t confuse yourself.

VIS is in the SEMICONDUCTOR industry ie automated test equipment for CHIPS same line as Vitrox/ penta / aemulus / greatech / mi / etc..

It’s one of the cheapest to enter now as investors confused and mixed up with ataims business..

Hence real good opportunity to collect..

renowned migrant worker rights specialist (Andy Hall) having filed a petition with the US Customs and Border Protection (CBP) to investigate ATA IMS.

https://focusmalaysia.my/labour-shortage-bane-to-continues-to-plague-malaysias-ems-industry/

VIS is one of the cheapest with low PE amongst ATE equipments / semicon players (vitrox/ aemulus/ penta/ etc)…
This is an Opportunity to onboard semicon play before it shoots upcoming next Qtr good result..

VIS good buy now….

insiders know best

Also just want to highlight Vis is providing very different services compared to ataims (ems)

Vis is the same line as greatech/ penta/vitrox etc - ATE and equipments related to semi con
This sector will be doing well in the coming qtr due to high semicon demand

I’ll go back up to 1.40 and above…. Good time to collect

Upcoming Qtr Vis should be doing well… collect collect collect…

Good price to collect now

Don’t worry VIS will perform better..

Elon Musk offloads another $930 million in Tesla shares as he continues his selling streak…

GOOD LUCK..

Expecting any negative news??

When hype is Over… it will be like glove stocks… Humpty Dumpty…..

See who will be STUCK at the top like glove shares..

Over hyped… Over goreng stock.. more correction coming OooOoo..

Good time to collect when it’s down…

Told u guys more correction coming… see

Only the backward thinking state would do this kind of thing.. limited to that kind of state only..
don’t worry analyst mentioned smallish impact… STEADY….

RAKUTEN TRADE RESEARCH (NOV 3): We see huge growth potential for KGB’s ultra-high purity (UHP) segment as more fabrications come on stream amid a global chip shortage as capital expenditure is rising rapidly in Asia. With its record high tender book of RM1.1 billion, KGB is focusing on bidding for semiconductor wafer fabrication projects in China and Singapore, which are its largest revenue contributors. As at last month, the group had an outstanding order book of RM979 million, of which 58% comprised data projects in Malaysia.

TARGET PRICE RM2.06

The END of the road for EV hype…SELL SELL SELL

Tesla CEO Elon Musk sold nearly $5 billion in Tesla stock, according to financial filings out Wednesday evening.

https://www.cnbc.com/2021/11/10/elon-musk-sells-1point1-billion-of-tesla-stock.html

UOB projects Malaysia’s 3Q GDP to fall 4.3% with nation slipping into technical recession

UOB projects Malaysia’s 3Q GDP to fall 4.3% with nation slipping into technical recession

More correction is coming

More correction coming… stay away first

More selling coming…

More selling coming….

Time to reap profit. It’s already surged so much..
There will be profit taking coming soon..

PIE IS RIPE FOR PROFIT TAKING NOW.. SELL ON STRENGTH…

GAME (OVER) BOY: Nintendo SWITCH Hit by Chip Crisis

The Japanese gaming giant is struggling to meet demand for consoles due to a global shortage of semiconductor chips.

Forecasts have been cut for the fiscal year ahead of the usually busy holiday season, with Nintendo unable to provide reassurances over production, and the development of a new console being hampered by the same issues.

Sales exploded during the Covid lockdowns, but Mario Bros. have more than just some leaky taps to fix to get sales back on track.

RT News

Often people just simply hentam unverified info here and there

Pie not involve in Ev la..

overshot it’s value, hence its time for profit taking before it tumbles down

TESLA CAR BATTERY EXPLODED IN TRAFFIC


https://youtu.be/eUEZFkqo2xE

Good luck…

MR DIY Group (M) Bhd third quarter net profit FELL 20.36%…

Profit fell so should be downgraded lor..

Cimb analyst views with regards to tax makmur

Nevertheless, we think that this will not significantly impact TIV, given that the majority of EV models available in Malaysia are dominated by premium and luxury marques such as BMW, Mini and Porsche, with average selling prices of RM200k. However, this could incentivise other marques to introduce new EV models in Malaysia in the upcoming years.
In our view, Sime Darby could be a key beneficiary of the duty and tax exemption for EVs, given that it carries the most luxury marques with EV models under BMW,Mini and Porsche.

We believe that Sime Darby is in a GOOD position to ride on its principal partners’ EV product roadmap. For example, BMW Malaysia recently launched the new iX and iX3 SUV, on top of existing EV models like i3 and i8.

In a worst case scenario, we estimate the higher effective tax rate could affect UMW Holdings the most at 14-15% of FY22F EPS, followed by Bermaz at 3-4% of CY22F EPS and SIME DARBY at 1-2% of CY22F EPS.

SIME DARBY will be the LEAST impacted given that only 14% of the group’s PBIT were derived from Malaysia in FY6/20, while the remaining balance came from overseas operations.

Unisem will probably kena 9% more tax under Cukai Makmur…. damnn…. Quite a lot 9%


A one-off additional company income tax was announced in Budget 2022, whereby earnings above the RM100 million mark will be taxed at a rate of 33%, instead of 24% for the first RM100 million.

The one-off tax — named Cukai Makmur (Prosperity Tax)

This is due to the decrease in sales volume in the current quarter under review compared because of stricter pandemic containment measures such as sector closures, lockdowns and movement restrictions especially in Malaysia and Vietnam.

Latest Qtr Sep 2021 result is out:

The Group recorded a Lower profit before tax of RM18.77 million (-42%) for the current quarter under review as compared to the profit before tax in the immediate preceding quarter of RM32.09 million.

Samchem executive director Ng Ai Rene says the group is confident of delivering another record year.

Thin Poh is confident about the group’s prospects in Vietnam.

“We expect [Vietnam’s contribution to group revenue] to grow exponentially. The population in Vietnam is more than 90 million, and Malaysia’s is only one third of that. Vietnam’s economy is mainly based on manufacturing for exports, so the amount of chemicals needed is about three times that in Malaysia,” he says.

Ai Rene says the group plans to be in “every industrialised country in this region”.

https://www.theedgemarkets.com/article/samchem-banks-vietnam-future-growth