YBS INTERNATIONAL BERHAD

KLSE (MYR): YBS (0025)

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Last Price

0.795

Today's Change

+0.04 (5.30%)

Day's Change

0.75 - 0.795

Trading Volume

16,569,600


3 people like this.

2,002 comment(s). Last comment by MrFox 13 hours ago

bojed

5,064 posts

Posted by bojed > 2021-08-05 09:58 | Report Abuse

Relax.

greencode

1,692 posts

Posted by greencode > 2021-08-05 10:46 | Report Abuse

Sell 0.48 nice . Green sell green sell . Learn from mistake. Anything green selllll. No hold Malaysian politic is not stable.

greencode

1,692 posts

Posted by greencode > 2021-08-05 11:23 | Report Abuse

Huhu down as expected. Waiting to enter back

bulldog

12,157 posts

Posted by bulldog > 2021-08-05 11:33 | Report Abuse

Thanks ybs

Huat chaiii

Heavy987

135 posts

Posted by Heavy987 > 2021-08-05 13:11 | Report Abuse

Chill small retrace

greencode

1,692 posts

Posted by greencode > 2021-08-05 14:59 | Report Abuse

By 3.00pm no show will down back

Heavy987

135 posts

Posted by Heavy987 > 2021-08-05 15:59 | Report Abuse

Let’s see

aa1234

154 posts

Posted by aa1234 > 2021-08-06 15:17 | Report Abuse

Woooo

solaris80

261 posts

Posted by solaris80 > 2021-08-08 16:13 | Report Abuse

以往传统的生意,也就是来自汽车和家用电器行业的订单在2020年大跌40%左右,不过如今已经回到2019年的水平。客户已经预留未来几个季度的产能,称得上是满载。
至于来自通讯和航空行业的订单,随着美国和欧洲逐步开放,客户也开始展开新项目的研发活动。如今产能也已经满载,未来将继续投放资本开销进一步扩充产能。此外,也获得来自云端存储行业的新订单,将从该季度开始作出贡献。

值得一提,与主要客户有长期的合作协议,不过他们却以渐进的方式,按照每个季度颁发订单。YBS将依据订单的进度来安排生产计划,同时每个季度也将逐步提高产能。

今年至少将投入RM10m资本开销在机器上,预计新机器将在今年12月抵达,并于明年Q2投产。与此同时,也将投资一些小机器,投放在本地和越南的厂房。

与Broadcom的合作已经完成试产 (Pilot Run),接下来将进入初步的大规模生产。由于项目规模相当之大,对方将生产活动安排在几个地区进行。考虑到管制令和疫情的因素,YBS跟随客户将部分生产线转移至越南的厂房。

未来的整体赚幅肯定将会获得改善,主要因为新项目的利润更高。传统旧项目的净利润率仅2-4%,不过新项目可高达8-10%。尽管如此,由于面临原料短缺,客户或许将在下个季度稍微下调平均价。

虽然政府已规定只有60%的员工可以上班,但是已采取2-3班的制度,以降低对生产活动的影响。整体上还是处于可管控阶段。

其印度厂房的营业额贡献仅不到4%,主要为4名跨国企业提供服务。当地疫情大爆发并未造成显著影响。即使有员工确诊,只需要个别隔离,厂房还是可以如常运行。

耗资RM24m收购的槟城厂房预计在今年8月完成翻新,折旧开销从3月开始已经进账。以手上的订单,相信新收入将有能力应付并盖过这笔开销。

整体上,手上订单已经排到明年2月。现阶段每周还是看到新订单流入。根据客户的指引和产能扩充计划,未来13个季度,相等于3年左右的时间,营业额有望录得按季增长的表现。有信心FY22盈利可至少取得双位数增长,甚至三位数。

supafly83

321 posts

Posted by supafly83 > 2021-08-12 10:53 | Report Abuse

Shareholder keep dumping. Why?

aa1234

154 posts

Posted by aa1234 > 2021-08-12 16:19 | Report Abuse

And someone is collecting

supafly83

321 posts

Posted by supafly83 > 2021-08-13 07:59 | Report Abuse

Billis collecting with hopes and dreams. Lol.

Posted by Paktua Second > 2021-08-13 12:33 | Report Abuse

Close back the gap at 355. Ready to collect

greencode

1,692 posts

Posted by greencode > 2021-08-13 13:29 | Report Abuse

Hahhahah kobay 1 month already rm 5. This counter is pure manipulation

greencode

1,692 posts

Posted by greencode > 2021-08-13 13:31 | Report Abuse

Putting now in this casino. Next week sold off

leng

341 posts

Posted by leng > 2021-08-13 14:37 | Report Abuse

parking

leng

341 posts

Posted by leng > 2021-08-13 14:38 | Report Abuse

gogogo

aa1234

154 posts

Posted by aa1234 > 2021-08-13 15:06 | Report Abuse

Qr maybe not good

Posted by BursaMaster121212 > 2021-08-16 17:12 | Report Abuse

secure new client, start with Dyxxxx...

Posted by Paktua Second > 2021-08-17 09:51 | Report Abuse

No sources no believe

smyang11

232 posts

Posted by smyang11 > 2021-08-18 21:33 | Report Abuse

This counter cheat people money

Posted by Paktua Second > 2021-08-19 17:11 | Report Abuse

Choose a better FA company guys

supafly83

321 posts

Posted by supafly83 > 2021-08-20 12:23 | Report Abuse

Yeahhhhhhh. The minute it goes to 44sen I am all out. Con stock.

aa1234

154 posts

Posted by aa1234 > 2021-08-20 16:19 | Report Abuse

Patience

Posted by NEWBIEJIUSHIWO > 2021-08-24 15:47 | Report Abuse

0.5 wher r u

Posted by Paktua Second > 2021-08-24 17:02 | Report Abuse

Tomorrow perhaps

supafly83

321 posts

Posted by supafly83 > 2021-08-24 19:12 | Report Abuse

Everytime reach my target, never matched. So close..

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 10:48 | Report Abuse

Uncle "wong" doing same business as you already flied to the moon, pls show your power..

mimisita

348 posts

Posted by mimisita > 2021-08-26 11:14 | Report Abuse

wong ada project coming... YBS ada??

Posted by Paktua Second > 2021-08-26 12:19 | Report Abuse

Nope. Speculative counter only. Weak FA

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 12:28 | Report Abuse

sapu now..i will goreng up YBS in afternoon section, mark my words

mimisita

348 posts

Posted by mimisita > 2021-08-26 12:59 | Report Abuse

ok... we watch show... buy popcorn see newbie show

Posted by Paktua Second > 2021-08-26 13:03 | Report Abuse

If it is not happening, newbie will delete his comment

mimisita

348 posts

Posted by mimisita > 2021-08-26 14:25 | Report Abuse

goreng up hopefully not 0.005 then tell people goreng up...

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 14:29 | Report Abuse

fasten your seat belt, the plane about to take off...

Posted by Paktua Second > 2021-08-26 14:34 | Report Abuse

Take off or take down?

Apple2353

2,028 posts

Posted by Apple2353 > 2021-08-26 14:36 | Report Abuse

newbie9893...siapa goreng. counter doesn't even blink..take down Paktua Second

Apple2353

2,028 posts

Posted by Apple2353 > 2021-08-26 14:49 | Report Abuse

Newbie9893.. sudah fasten seat belt.. bila mau goreng ni ??? jangan cakap saja. jangan syiok sendiri

supafly83

321 posts

Posted by supafly83 > 2021-08-26 14:52 | Report Abuse

YBS = You Buy Shitstock. Pls push to 0.44. I want to move to AA.

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 15:53 | Report Abuse

0.425 cleared...slowly but surely

supafly83

321 posts

Posted by supafly83 > 2021-08-26 15:57 | Report Abuse

Same shit different day. All I can see is lower highs being made.

Paktua Second

1,291 posts

Posted by Paktua Second > 2021-08-26 16:01 | Report Abuse

It is reaccumulation or redistribution

Apple2353

2,028 posts

Posted by Apple2353 > 2021-08-26 16:07 | Report Abuse

forget about this counter.. its a shit counter

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 16:11 | Report Abuse

next wong in the making...

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 16:12 | Report Abuse

but some ppl like to eat shit

Posted by Paktua Second > 2021-08-26 16:31 | Report Abuse

Nope. No chance at all

Apple2353

2,028 posts

Posted by Apple2353 > 2021-08-26 16:44 | Report Abuse

newbie9893.. i thought you said 'mark my words' ! what happen? don't syiok sediri lah

Posted by Paktua Second > 2021-08-26 16:53 | Report Abuse

Goreng with small fire only. Continue tomorrow perhaps

newbie9893

2,432 posts

Posted by newbie9893 > 2021-08-26 16:56 | Report Abuse

Not bad, closed at highest 0.43, will continue push up tomolo.

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