Bought supermx c91 for 1.35. Low premium high volume low spread. Due to listing of supermax on main board and strong momentum. Target play 1 to 2 months. Expiry 31 Dec
Bought FPGROUP @ MA support uptrend. Revenue mainly 70% stiffener 30% test socket for OSAT and ATE. High mix low volume. Consistent profit margin. Latching on growth of 5G
bought VIS-WB @ 0.27 5000 units. Strong momentum in VIS, ET call. VIS in involved in Automated test equipments in back end semicon process, as support and equipment service provider. Main revenue is from tray based machine, closest competitor is VITROX. Increased in CAPEX in TSMC and US will benefit VIS . 5G Theme
bought 5000 unit RGTBHD-WB @ 0.305. Negative premium with long expiry 34 months. Coming QR of RGTBHD expected to be higher due to increased requirement from Newell
bought CAREPLS @ 1.53 2000 unit at 9.24am. Sold @1.86 2000 unit at 10.26am. Momentum uptrend based on ATR chart. Sold due to sudden rush uptrend weaker support
bought ASIAPLY 1000 @ 0.35, ASIAPLY WA, WB, on bullish momentum uptrend with strong volume after ET chart analysis on thursday. If can break 0.35, sky is the limit
bought topglov-c80 @ 0.470 after customs issue on Thursday at 10am. learned to observe morning first before entry to prevent being trapped. but learned from mistake tat bargains should be done earlier. normal buying wait till 4pm. bullish on topglov as US COVID and global still increasing . (US 70k per day)
bought inari c-57 @0.105 10000unit. theme is 5G and supply of semiconductor to radiofrequency chip in iphone. contract with broadcom extended to 2023. another 2 yrs in play. Expiry 30 Nov 2020 Premium 12.57%
sold supermax-C91 and C96 with breakeven profit. Mother seems to be losing momentum and has already met my target price of RM18. exit to allocate to other shares
bought MI-CL today as bullish on semiconductor and production of smaller chips thru the WLCSP technology, which MI is involved in the design, development, manufacture and sale of WLCSP sorting machines with inspection and testing capabilities for the semiconductor industry. Main contributor is Mi Equipment: Semiconductor Equipment Business Unit (90%). AI and autobotics only 10%.Biggest customer is Taiwan (55%), followed by China (37%), then USA and SG
bought HLT-WA at 0.750 3000unit. largest negative premium for company wa -24%. theme for glove. company is involved in glove dipping machines design manufacture setup and maintanance. current QR glove lose making as write off existing gloves as discount. after this one off write off coming QR will be good. glove dipping business segment is making money
bought biohldg 700 unit @ 0.29. price at support. upside 27% vs downside 3.4%. healthcare theme supplying supplements to china recently bagged 2.1 bil 5 yr contract. however margin not impressive 3-5%. exit if breach 0.275
bought tecfast 0.39 5000 unit. Niche industry cleaning rubber sheet for semicon equipments is cash cow 60% of revenue. Growing every year with increased sales to Taiwan and China. Net cash comp. Growth story on growing semicond industry. Current supplier to Tianshui huatian
bought JFTECH at 3.75 1000 unit MA support. test socket for mobile phones niche industry. growth in profits post lawsuit for coming QR. PE has reduced from 126 to 96 (still high will monitor coming QR results)
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
hariharikais
94 posts
Posted by hariharikais > 2020-07-09 15:55 | Report Abuse
Bought asiaply due to coming QR good result in acrylic barrier. Et Call