Posted by shlyw > 2020-12-31 15:55 | Report Abuse

《2021年财政预算案》带来的利好消息分析员均认为，建筑领域是预算案的最大赢家。政府明年拨出的发展开销按年增加190亿令吉或38%，至690亿令吉。政府也同时表明，会重启大型基础设施项目，包括第3捷运计划等。另外，泛婆罗洲大道、新山至金马士双轨火车铁路项目等也获得延续。肯纳格分析员认为，建筑业将因此挥别颓势，成为各行业中最大赢家。银河联昌证券分析员认为，铁路项目的承包商会是长期受益者。
艾芬黄氏资本分析员亦有相同看法，说政府恢复第3捷运计划、隆新高铁项目（HSR），有助扩大承包商手上订单。他补充，这利好消息下的潜在受惠公司计有HSS工程（HSSEB，0185，主板工业股）、金务大（GAMUDA，5398，主板建筑股）、马资源（MRCB，1651，主板产业股） 、怡保工程（ I J M ，3336，主板建筑股）、双威建筑集团（SUNCON，5263，主板建筑股）、WCT控股（W C T，9 6 7 9，主板建筑股）及杨忠礼机构（Y T L，4 6 7 7，主板公用股）。
肯纳格投行分析员补充，沙巴和砂拉越明年分别获得51亿和49亿令吉拨款，用来发展道路和水电等设施也有望从中受惠。另一方面，政府没有如市场预料般向4大手套厂征收暴利税，而是要求相关公司捐献合计4亿令吉供政府购买疫苗和医疗设备。
另一边厢政府明年将拨款10亿令吉，推动国内高附加价值科技领域的研究和发展活动，受惠的工业区有槟城峇都加湾、吉打居林科技园区内的航天和电子领域。大众投行分析员认为，阁代科技（GREATEC，0208，创业板）可从该措施获利，因阁代科技在上述两科技园区内均有厂房。分析员补充，基于政府拨款1亿5000万令吉支持中小企业，迈向数码科技，维毅集团（ISTONE，0209，创业板）、MMS创投（MMSV，0113，主板科技股）、腾达科技（PENTA，7160，主板科技股）和伟特科技（V I T R O X，0097，主板科技股）这些自动化解决方案供应商，会是受惠公司。
21/12/2020 9:13 AM

Posted by UndukNgadau > 2021-01-08 23:47 | Report Abuse

https://www.theedgemarkets.com/article/be-prepared-another-round-mco-penangs-economic-industrial-sectors-told?type=malaysia

Posted by UndukNgadau > 2021-01-08 23:48 | Report Abuse

I'll buy next week

Posted by UndukNgadau > 2021-01-11 20:09 | Report Abuse

I tried to buy at 10:00 AM onwards, but failed miserably. Was hoping to get under RM13.82. Will try again tomorrow

Posted by topglove123 > 2021-01-15 11:25 | Report Abuse

When split shares?

Posted by pang72 > 2021-01-15 17:04 | Report Abuse

Tunggu split..!!

Posted by Bgt 9963 > 2021-01-15 17:19 | Report Abuse

Tech stock to take over gloves stock this year...!

Posted by Makeabuck > 2021-01-18 13:08 | Report Abuse

this one really like turtle...very slow

Posted by alphajack > 2021-01-19 09:40 | Report Abuse

RM20 stock by year end

Posted by GooShen > 2021-01-21 22:49 |

Post removed.Why?

Posted by StocksEye > 2021-01-25 10:29 | Report Abuse

FPGroup and JFTech also doing test socket and contactor. However PE for FPGroup is just 37 but PE for JFTech is 175. If 175/37=4.73. Current FPGroup price is 1.03. If 1.03*4.73=4.87. Potential gain is 473%. Buy FPGroup now.

FPGroup PE found at https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=5277

JFTech PE found at https://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=0146

Posted by William Ng > 2021-01-25 17:31 | Report Abuse

Thiscounterless peopletalking

Posted by wannyin > 2021-01-27 15:04 | Report Abuse

when split shares?

Posted by LOLANTO > 2021-01-28 10:47 | Report Abuse

this is the best technology company in Malaysia!!

Posted by stockinvestorbest > 2021-01-29 23:02 | Report Abuse

ViTrox stock analysis.

https://www.youtube.com/watch?v=CJMWFPUPsxA&t

Posted by alphajack > 2021-02-01 15:03 | Report Abuse

I wrote before months ago RM20 stock. I will reiterate. RM20.

Posted by William Ng > 2021-02-02 17:47 | Report Abuse

1 day up 1%, slow and steady~

Posted by William Ng > 2021-02-03 12:42 | Report Abuse

Erm....

Posted by emily > 2021-02-05 10:12 | Report Abuse

Govt awards RM6.2 mil Smart Automation Grant to 66 SMEs, mid-tier companies
KUALA LUMPUR (Feb 4): A total of 66 small and medium-sized enterprises (SMEs) and mid-tier companies have been awarded the Government's National Economic Recovery Plan (PENJANA) 2020 #SMART Automation Grant (SAG).
In a statement today, the Malaysia Digital Economy Corporation (MDEC) said the grant, involving a total of RM6.2 million, was awarded to registered businesses in primarily traditional or non-technology activities from the services sector.
MDEC chief marketing officer and head of digital investments and brand Raymond Siva said the outcome-based matching grant will assist these companies to accelerate automation and achieve productive results, such as increased revenues; savings in business costs; reduction of process time cycle and man-hours spent; and creating new sources of growth.
“Each successful applicant had been allocated up to 50 per cent of their total project cost, subject to a limit of RM200,000, or whichever is the lowest, through this matching grant.
This means the successful applicants will pay at least 50 per cent of the total cost of the digitalisation project and, subsequently, receive the remaining amount based on the achievements of the agreed milestone deliverables, he said.
MDEC said the SAG, which was launched in July 2020, had been conceptualised as a matching grant for companies in the services sector to spur them towards automating their business processes and pursue full digitalisation.
The grant allocated from the 2020 PENJANA initiative aims to drive these businesses towards kickstarting the implementation of digital processes and the use of technology tools that will automate their business operations,” it said.
MDEC noted that all of the 66 approved SAG recipients come from all over Malaysia, including service providers from the wholesale and retail trade (30 per cent); general services (24 per cent); and professional services (14 per cent).
The other sectors consist of transportation and storage, tourism, education, healthcare, food and beverage, financial and insurance, and real estate and construction.
Since its unveiling, this initiative solely focused on enabling digital adoption among businesses, which is a central part of MDEC’s three strategic framework pillars, namely Digital Jobs, Digital Businesses and Digital Investments.
The agency continues to set the foundation for SMEs and mid-tier companies to thrive in the Fourth Industrial Revolution era by focusing on empowering businesses at every level and in all sectors.

Posted by STEADYBOMBIBI85 > 2021-02-09 23:32 |

Post removed.Why?

Posted by snowballing > 2021-02-15 11:04 | Report Abuse

steady and slowly up!

Posted by karadis > 2021-02-20 11:41 | Report Abuse

Looks like it's taking off.....

Posted by mf > 2021-02-23 05:30 | Report Abuse

Nasdaq 13,533.05 -341.415 2.46%

Posted by William Ng > 2021-02-24 18:12 | Report Abuse

2molo limit uppls

Posted by William Ng > 2021-02-24 18:12 | Report Abuse

Nice qr

Posted by ahheng > 2021-02-25 11:23 | Report Abuse

Vitrox net profit for the fourth quarter ended Dec 31, 2020 (4QFY20) surged 79.41% to RM31.92 million, from RM17.79 million a year ago, as its revenue soared 68.3% to RM159.79 million, from RM95.1 million a year ago.

Posted by William Ng > 2021-02-25 20:43 | Report Abuse

看到今天这根避雷针，估计明天会调整了吧

Posted by BigDaddy88 > 2021-03-31 10:00 | Report Abuse

Why is this stock suspended?

Posted by William Ng > 2021-03-31 23:02 | Report Abuse

u dreaming, this stock mana ada suspended?

Posted by BigDaddy88 > 2021-03-31 23:45 | Report Abuse

this morning 9-10.30am. Nvm you probably still sleeping

Posted by Mr.Sm Invest123 > 2021-04-10 16:59 | Report Abuse

Pmbtech

Silicon: Semiconductor shortage impacting automotive industry

Posted 19th January 2021 in  Industry news.
By Nils Backeberg


According to Reuters, automakers around the world have been caught off-guard by a shortage of semiconductors that has required the industry to compete against the consumer electronics industry for chip supplies. Leading semiconductor manufacturers reassigned capacity from automakers after the pandemic cut down vehicle sales, instead shipping chips to companies that produce smartphones, gaming systems and other electronic goods that remained in high demand.

Several companies, including Volkswagen, Nissan, Ford, Toyota and others, have been impacted and are struggling to secure the chips to maintain production lines. All chips, whether bound for a laptop or a vehicle, start life as a silicon wafer, an industry that has always struggled to keep up with sudden demand spikes.

Roskill View

Polycrystalline silicon (polysilicon) is used in the production of silicon wafers. Polysilicon remains only the third-largest end-use for silicon metal worldwide, however, it has been the fastest growing of the three major applications for silicon metal in the past two decades with its share of global demand rising from 3% in 2000 to 20% in 2019.

Silicon metal is consumed directly in the production of poly-crystalline silicon wafers for use in photovoltaic (PV) solar cells, and indirectly in mono-crystalline silicon wafers for use in semiconductors for integrated circuits and a range of electronic equipment. Until 2007, the production of mono-crystalline silicon wafers for use in semiconductors was the largest end-use for polysilicon. The consumption of silicon metal in polysilicon began to take off significantly after 2009, fuelled in part by generous subsidies for producers and consumers of solar products in the aftermath of the 2008 global financial crisis. By 2019, the proportion of global polysilicon demand accounted for by semiconductor applications had fallen to just 16%.

Though Asia accounts for about 70% of global silicon semiconductor wafer output, China remains a relatively small player with a market share of about 15%, in contrast to its dominance of the solar value chain. The leading producing countries are South Korea, Taiwan, the USA and Japan, with over 50% of supply consolidated into the five largest producers.

The rapid advancement of technology both drives and restrains the demand for silicon chips and wafers, and the constantly changing balance of these influences has led to a haphazard growth over the last decade, while silicon wafers in the solar industry have enjoyed a consistent growth. Looking forward, Roskill forecasts that the solar industry will continue to drive growth in demand for silicon metal with double digit increases in demand to 2023. Moreover, while semiconductor demand as a whole is expected to remain in the low single-digit growth rates over the next decade, the impacts of COVID-19 are already indicating a haphazard growth year in 2021.

Posted by Intrinsic99 > 2021-04-23 08:25 | Report Abuse

Biden Eyeing Tax Rate as High as 43.4% in Next Economic Package

https://www.bloomberg.com/news/articles/2021-04-22/biden-to-propose-capital-gains-tax-as-high-as-43-4-for-wealthy?srnd=premium-asia

Posted by Intrinsic99 > 2021-04-23 08:25 | Report Abuse

direct impact on tech stocks

Posted by Bgt 9963 > 2021-04-23 08:59 |

Post removed.Why?

Posted by newbie2y > 2021-04-23 10:08 | Report Abuse

multi year high trade receivables, inventories, and prepayments, business can only get more busier going forward!

Posted by mf > 2021-05-11 04:48 | Report Abuse

Nasdaq 13,401.86 -350.379 2.55%

Posted by Petronas > 2021-05-19 10:55 | Report Abuse

Buy

Posted by newbie2y > 2021-05-19 17:22 | Report Abuse

AGM tmr, see taukeh got any good news for us boh :)

Posted by Garie91 > 2021-05-21 08:19 | Report Abuse

attended their AGM yesterday. for those who are interested to invest in semiconductor industry..i could say the management give the best answer toward it. quite informative AGM!

Posted by newbie2y > 2021-05-21 19:57 | Report Abuse

agree with Garie91, the management even gave guidance for Q2, if i read correctly, the Q2 revenue will top Q1's :)

Posted by MF0001 > 2021-05-25 20:07 | Report Abuse

SUI

CASE UP

MEANS

VITROX UP

LAI LORH

LAI LORH

Posted by wallstreetrookie > 2021-06-10 14:19 | Report Abuse

Go Vitrox

Posted by jolynce > 2021-06-19 13:36 | Report Abuse

Which is better to invest in - Penta or Vitrox?

Posted by Cakes Moon > 2021-06-20 10:11 | Report Abuse

Low high lower low, better be cautious.
Better invest in other techs like D&O or MPI.

Posted by jolynce > 2021-06-21 19:44 | Report Abuse

thanks @Cakes moon

Posted by pLaYeRnever_die > 2021-07-09 16:06 | Report Abuse

Today is a good day.

Posted by Moolala > 2021-07-19 23:21 | Report Abuse

Vitrox got big write up in The Edge and today the shares fly. Looks like The Edge is a kingmaker these days

Posted by Glaceau > 2021-07-19 23:52 |

Post removed.Why?

Posted by Bgt 9963 > 2021-07-20 08:40 |

Post removed.Why?

Posted by blackchicken > 2021-07-21 17:41 | Report Abuse

Vitrox vs VS Industry