Posted by Jon Choivo > 2018-06-08 20:37 | Report Abuse

I don't think the Dividend for SAM is massive, considering the yield.

Kobay is interesting. Valuation wise, its a touch high, whether for a prop dev or standard manufacturing arm (precision or not)

The resilience of the earnings of this company is quite doubtful. Future looks bright-ish, with O&G and Aerospace markets expected to expand. But when valuation is taking into account, not nearly cheap enough. For me at least.

Posted by joetay2 > 2018-06-09 11:55 | Report Abuse

the main semicon boom is alrdy finished and done with.

just look at inari and elsoft, they r not reaching new highs this yr while kobay reached a high of 1.70 b4 falling to ard 1.

btw, i have sold off all 3.

lol.............

Posted by VenFx > 2018-06-09 20:33 | Report Abuse

The Biz sector that KOBAY in is worth noting.

Posted by tecpower > 2018-06-09 21:52 | Report Abuse

銷售強勁美元走高　半導體領域前景唱好 | http://www.klsescreener.com/v2/news/view/389687

Posted by UnicornP > 2018-06-09 22:34 | Report Abuse

Although semiconductor is needed in many electronics other than mobile phones, the recent slowdown in mobile phones demand will give an impact on the semicon biz. Evidenced by

1) https://www.thestar.com.my/business/business-news/2018/04/19/tsmc-trims-full-year-revenue-estimate-on-weaker-smartphone-demand/

2)https://www.thestar.com.my/business/business-news/2018/06/09/apple-to-make-20-percent-fewer-new-model-iphones-this-year/

I would recommend Icon to look into fiber optic biz, more promising on data networking demand.

Posted by hstha > 2018-06-10 01:52 | Report Abuse

Global Semiconductor Sales Increase 20 Percent Year-to-Year in April; Double-Digit Annual Growth Projected for 2018.
https://www.design-reuse.com/news/44211/april-2018-semiconductor-sales.html

Posted by hstha > 2018-06-10 01:56 | Report Abuse

Semiconductor Outlook: Further Upside in the Cards
https://www.zacks.com/stock/news/307182/semiconductor-outlook-further-upside-in-the-cards

Posted by hstha > 2018-06-10 02:08 | Report Abuse

Chip Stocks Saved From IPhone Fate by Data Center Building Boom

http://www.datacenterknowledge.com/business/chip-stocks-saved-iphone-fate-data-center-building-boom

Posted by tecpower > 2018-06-10 07:38 | Report Abuse

AI, Big data, IoT, deep learning, machine learning, data centers, autonomous cars, electric cars, electrification of cars, cryptocurrencies, smart phones

Smart phones are just part of the use of semiconductor.

Posted by tecpower > 2018-06-10 07:43 | Report Abuse

Cloud services need data centers.

Posted by tecpower > 2018-06-10 07:50 | Report Abuse

Six reasons why Electric Vehicles on roads will triple in next 2 years

https://www.financialexpress.com/auto/car-news/six-reasons-why-electric-vehicles-on-roads-will-triple-in-next-2-years/1188150/

Autonomous-Driving Chip Stocks That Look Ready to Rally
https://www.thestreet.com/investing/autonomous-driving-chipmakers-look-ready-to-rally-14605769

Posted by tecpower > 2018-06-10 07:52 | Report Abuse

Electric Car Sales Are Surging In China [Infographic]
https://www.forbes.com/sites/niallmccarthy/2018/06/01/electric-car-sales-are-surging-in-china-infographic/#58c24f5ed1f7

Posted by tecpower > 2018-06-10 07:53 | Report Abuse

As Tesla, GM Rally On EV, Self-Driving Hopes These Stocks May Be Next. https://www.investors.com/news/tesla-gm-evs-stocks-texas-instruments-rio-tinto-autoliv-stmicro-lear/

Posted by tecpower > 2018-06-10 08:44 | Report Abuse

Trump Turns Tables on G-7 Allies With Free-Trade ‘Proclamation’

https://www.bloomberg.com/news/articles/2018-06-09/trump-turns-tables-on-g-7-allies-with-free-trade-proclamation

Posted by UnicornP > 2018-06-10 12:13 | Report Abuse

US does have robust semicon biz. Unfortunately we Malaysia doesn't have semicon producer, we just have semicon assembly and test services/equipment providers.

I'm afraid the demand for "AI, Big data, IoT, deep learning, machine learning, data centers, autonomous cars, electric cars, electrification of cars, cryptocurrencies" semincon tests is just enough to offset the loss in demand for smartphones semicon test. In the end, no growth in our semicon related companies. After all those too high tech things have not really penetrated Asian markets yet.

I'm looking for tech sector in Malaysia that will have exponential growth right now.

Posted by hstha > 2018-06-10 16:07 | Report Abuse

Apple announces 5 new products; Xiaomi, HTC and Moto smartphones launched in India;
https://www.gadgetsnow.com/slideshows/apple-announces-5-new-products-xioami-htc-and-moto-smartphones-launched-in-india-microsofts-7-5-billion-acquisition-and-more/xiaomi-launches-redmi-y2-smartphone-at-rs-9999-onwards/photolist/64518585.cms

Posted by hstha > 2018-06-10 16:09 | Report Abuse

China's mobile phone shipments resume growth in May
http://www.xinhuanet.com/english/2018-06/10/c_137244327.htm

Posted by hstha > 2018-06-10 16:11 | Report Abuse

Gartner: Worldwide Sales of Smartphones Returned to Growth in First Quarter of 2018
https://www.albawaba.com/business/pr/gartner-worldwide-sales-smartphones-returned-growth-first-quarter-2018-1140444

Posted by abangadik > 2018-06-10 17:04 | Report Abuse

interesting

Posted by UnicornP > 2018-06-10 23:03 | Report Abuse

Wahsai.. Like that u win liao lo hstha. *Salute

Posted by kyosan > 2018-06-12 10:31 | Report Abuse

ahh...icon u read the comment of me on SAM, hehe ...tq , can see msniaga u can see big thing with them especially fusionex

Posted by RainT > 2018-08-12 15:06 | Report Abuse

Low profit margin biz with lower than 10%

Posted by VenFx > 2018-08-12 15:17 | Report Abuse

Dude,
U need to see things from different perspective, too fast jump in conclusion not good lar.
Low profit not neccessary a lousy investment .

Posted by Icon8888 > 2019-02-15 17:33 | Report Abuse

fantastic result. hidden gem.