No vaccine is 100% right now. Covid aint going away tomorrow. Why is glove gapping down?
Unless suddenly tomorrow 5 digits just recover right after a jab. otherwise its just all goreng vaccine. blind hope

me pick up at 7.6

Aemulus key summary

- new building is 5x bigger than the previous lease place, current office can host 250 ppl and now we have 140

- Aggressively getting into the North asia market include Korean, Taiwan, Japan

- 2021 – JV with China Tangren Microtelligence (belong to holding company “Li Zhu” ), company under Lizhu Include Singapore listed MIT (company that JV with Inari to build tester)
- Lizhu is one of the investment company by SMIC , China largest fab foundry company

3 main business segment

1) Mobile phones / Tablets market is the largest market Aemulus involved in
* Design / Marketing / Selling RF semiconductor tester
* Phone Call / Data plan / Wifi/ NFC / GPD / Blue Tooth… involve a group of RF Front End IC
* with their 2 RF equipment (AMB7600 & amb7300), mainly served for RF filter
* Aemulus have been selling to broadcom, qorvo, skyworks in the past


2) Enterprise Storage (HDD Chip tester), mainly cater for Broadcom, benefit from the covid-19 pandemic due to work from home required more data and cloud computing (data centre)
* There will be revenue from there on and off – every year maintenance contract 1M +

3) Automotive – LED Lighting / in cabin lighting
*In coming future, passenger have no control @ the ambient lighting in the car
*Smart LED – able to fine tune the color up to thousand of different color – different feel / different mode
*Aemulus now participate in the R&D
* main customer is D&O, since D&O is expanding now, expect aemulus to benefit

4) new venture - focus CMOS image sensor e.g. camera for CCTV / surveillance camera
* there are 2 main players in Taiwan & China – they are dominating this market
* AMB5600 launch in Jan 2020 to aim for CMOS market, they claim themselves can provide 3.5x faster compare to its peers
* Manage to ship the first unit by April 2020 a Taiwan customer, and 5 units in 3QFY20
* Manage to get another new 1 customer in China in June

Exciting moment/key investment merit
- current orderbook around RM18m span 3-6 months to deliver, expect to see a multi year growth till 2022 due to high customer enquiry

- able to secure contract even travel restriction, this never happen in the company before

- Lead time < 4 weeks. Typical is around 6 weeks, normally short lead time means higher order to deliver.

- CEO think aemulus itself worth more than RM1billion market cap in 2022, expect to achieve PAT of RM 20m with P/E at least 50 (Based on china ATE player)

concern and opportunity
- Khazanah has been paring down its stake as govt is trying to reduce non performing asset and investment, this has triggered market to have more volume

Penta is very strong. short term market drop is just due to market sentiment and now its back up

RM1 next year

Luster is next mahsing. inside news coming out soon

TP RM1 by 2021. takes a bit of time because of our current political uncertainties in both Malaysia and US but now its a good time to buy good fundamental stocks like Aemulus that have yet break out to the point of Penta and Vitrox. On the side note, one should also start accumulating Penta and Mi at a discounted price.

very strong support in aemulus. despite the current red sea aemulus is just slowing consolidating.
Big holders are still holding the stocks. No large dump unlike the other stocks.

Tekseng coming.

aemulus is a true hidden gem. S&p 500 and Nasdaq closed at records high. Massive tech rally.
Klse will follow

Long term should go above RM1. Near future 0.8-0.9 should be right on the money.
Most people like to chase high. Once it fly then only they will believe. Gone are the days where people buy low and sell high.

@eatcoconutcanwin please enlighten us why are you still holding aemulus? If you sell now you would have tripled your capital.

https://www.qixin.com/company/7cc650b6-7250-41bd-8c29-8a575c657168

Ningbo SMIC Industry Investment Partnership (Limited Partnership) is also one of the shareholder. Listed company is HKSE

by all means sell your aemulus now since you mentioned you got it under 20sens. no reason why you are still keeping it. proceed to purchase Penta and vitrox. confirmed profitable companies.

This company has yet to move. more opportunity to buy in before the full blown vaccine news is out.

must know the story of the company. future planning in placed. Might be small now but soon it will be next Penta...moving to Vitrox. Invest and not just trade.

eatcoconutcanwin, if you feel that this company got nothing, please by all means sell all your aemulus stocks. :)

Aemulus had a private placement to raise funds for its R&D and new plant expansion. When others are laying off employees and downsizing, Aemulus is expanding. Ride the wave before it is too late. This is the story for Aemulus. Story is more important than previous Q's results.
Target for Aemulus @ 0.9sen in the near future.
Long term target is above RM1

i have been holding Aemulus since 0.28. This is a future Penta. Aemulus is also building a large plant in Penang.

With 3QFY20 turned profitable on the maiden contribution from its RF and CMOS tester, Aemulus is set to ride on a long term growth story, piggy riding on giants like SMIC and other big Chinese OSAT players as well as the burgeoning 5G chip testing requirement. At a conservative MYR10m profit (protected by the growing IP licensing fee), Aemulus' 25x FY21 PER is undemanding versus its peers like Vitrox and Pentamaster which trades between 35-50x PER.

AEMULUS (0181) Aemulus stands out as a key beneficiary to the worsening US-China ties as Beijing poised to wean off dependency on US by producing up to 70% (from current 20%) of its chip demand domestically by 2025. Its 20-years JVA with Tangren (Aemulus 40:60 Tangren) was a key milestone for the company's expansion story in China.

http://www.sharetisfy.com/2020/08/aemulus-0181-aemulus-stands-out-as-key.html

Aemulus's new product CMOS Image sensor will drive this counter forward. This product is used in multiple daily devices such as camera, laptops, tablets, human face recognition devices, vr, automated cars, wearable smart watches and etc. The demand for this product will only amplify in with time.

lets goo!!! rm4 when closing

palm oil is still uptrending.

vaccine benefits oil. simple as that

sold and bought back again. JHM looks like a strong chart

dont be bItter just because you dont have it @EatCoconutCanWin
lets go aemulus to rm1!

average people sell. rich people will collect. go figure

all stocks plunging. not only myeg alone. myeg is considered quite stable if you compared with others. some are at lowest in 10 years

why supermx is not moving. i dont understand

Tourism will be biggest hit for now. will buy back once reach 2.3

Topglov already up by 5.7%. Come on Supermx!

@crazyzomby haha even here people applaud this initiative from AA. If they are not careful and have even 1 case in 1 of their flights then thats it for AA for 1 to 2Quarters. I even see friends posting travel photos now bragging at how cheap their flights were

why buy this when you should buy gloves/healthcare stocks for now. WHO just declared as pandemic. Anyone planning to travel please slap yourself. You want to die alone go ahead but dont bring back those viruses just because you are too poor to travel during normal times and choose to go now. zzz

come on guys lets get 1.9 today!