Posted by Zhuge_Liang > 2022-12-29 11:04 |

Post removed.Why?

Posted by Zhuge_Liang > 2022-12-29 11:07 |

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Posted by Zhuge_Liang > 2022-12-29 11:14 |

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Posted by Zhuge_Liang > 2022-12-29 11:30 |

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Posted by Zhuge_Liang > 2022-12-29 12:07 | Report Abuse

In the US, most of the analysts recommended the target price of Tesla is averaging USD250.
The present share price is USD112.71.
There is still 100% upside for this stock.
The sell down on the share price of Tesla on 27/12/2022 is unjustified.

The share price of Genetec is related to EV sector, hence the target price of Genetec at 4.60 recommended by CIMB is still reasonable.
The sell down on the share price of Genetec yesterday is unjustified.
Do your research and decide yourself.

Posted by Genetec A baby step > 2022-12-29 12:11 | Report Abuse

11. What Makes a Market Price

The general question of the relation of intrinsic value to the market quotation may be made clearer by the following chart, which traces the various steps culminating in the market price. It will be evident from the chart that the influence of what we call analytical factors over the market price is both partial and indirect — partial, because it frequently competes with purely speculative factors which influence the price in the opposite direction; and indirect, because it acts through the intermediary of people’s sentiments and decisions. In other words, the market is not a weighing machine, on which the value of each issue is recorded by an exact and impersonal mechanism, in accordance with its specific qualities. Rather should we say that the market is a voting machine, whereon countless individuals register choices which are the product partly of reason and partly of emotion.

https://lh6.googleusercontent.com/clZwRwPpjgv0O1jKG-U9z59re0O8vWKf8dYHFKjuoxB8KeOSm2JLGcLXv8wrt--fqdrLGLw3c25TlwRib_cwOdeZrv37X3e8xAgSMKqWpStL-EqCaYDxIFjLLIowkTIh5ktxHVFCv4mlX95slplEbtDH2rZMkLvp8FZ6ge2ha_GtfeglIrMiGwsoj5453A

Posted by Genetec A baby step > 2022-12-29 12:14 | Report Abuse

17. When Stock Prices Fall, Are You Happy or Sad?

If you plan to eat hamburgers throughout your life and are not a cattle producer, should you wish for higher or lower prices for beef? Likewise, if you are going to buy a car from time to time but are not an auto manufacturer, should you prefer higher or lower car prices?

These questions, of course, answer themselves.

But now for the final exam: If you expect to be a net saver during the next five years, should you hope for a higher or lower stock market during that period?

Many investors get this one wrong. Even though they are going to be net buyers of stocks for many years to come, they are elated when stock prices rise and depressed when they fall.

In effect, they rejoice because prices have risen for the ‘hamburgers’ they will soon be buying! This reaction makes no sense.

Only those who will be sellers of equities in the near future should be happy at seeing stocks rise. Prospective purchasers should much prefer sinking prices.

Source: Warren Buffett, 1997 letter to shareholders

Posted by Genetec A baby step > 2022-12-29 12:15 | Report Abuse

19. Investing in Uncertain Times

…is almost always more profitable than investing when everything seems certain.

Investors, like most people going about their daily lives, don’t like doubts and uncertainties – like the Covid-19 pandemic, or the Russia-Ukraine crisis. So, we would anything we can to avoid it.

Of course, it’s a good idea to avoid entirely what you can’t totally get your mind around, successful investing is largely about dealing well with uncertainties.

In fact, uncertainties are the most fundamental condition of the investing world.

Seth Klarman wrote in Margin of Safety –

Most investors strive fruitlessly for certainty and precision, avoiding situations in which information is difficult to obtain. Yet high uncertainty is frequently accompanied by low prices. By the time the uncertainty is resolved, prices are likely to have risen.

Investors frequently benefit from making investment decisions with less than perfect knowledge and are well rewarded for bearing the risk of uncertainty. The time other investors spend delving into the last unanswered detail may cost them the chance to buy in at prices so low that they offer a margin of safety despite the incomplete information.

What Klarman suggests is that if you need reassurance and certainty, you’re giving up quite a bit to get it. Like high fees to experts who would predict the future (which you falsely believe as certainty, which it isn’t), or expensive prices for stocks (because everyone knows their future is clear, which often isn’t).

On the other hand, if you can get in the habit of seeking out uncertainty, you’ll have developed a great instinct. Plus, in the long term, it’s highly profitable.

Posted by Genetec A baby step > 2022-12-29 12:31 | Report Abuse

Long term EV prospect is very good.

A BABY STEPS now.

Posted by Zhuge_Liang > 2022-12-29 12:39 | Report Abuse

EV sector is not slowing down, it is still a strong growth sector for the next 8 years.
Tesla projected to build 20 million EV annually by 2030 (F), I do not think that EV sector will be slowing down.
The poor market sentiment in the US is affecting the share price of Tesla.
The share price of Tesla is undervalued now, it had dropped 70% from the peak.

In the US, most of the analysts recommended the target price of Tesla is averaging USD250.
The present share price is USD112.71.
There is still 100% upside for this stock.
The selldown on 27/12/2022 is overdone.
The EPS of Tesla projected to be 1.25 in Q4 2022 compared against EPS of 1.00 in Q3 2022.
There is still a growth of 25% in Q4 2022.

Let us watch for a few days, the share price of Tesla should rebound soon.

Posted by Genetec A baby step > 2022-12-29 13:14 | Report Abuse

i have been moving my fund to tesla since $150. I am not hoping it will rebound too soon.

If you plan to eat hamburgers throughout your life and are not a cattle producer, should you wish for higher or lower prices for beef?

Posted by Genetec A baby step > 2022-12-29 13:16 | Report Abuse

I agree with Elon. A central banker trigger recession is hitting US & EU.

EV growth likely will be interrupted in short term.

Posted by Genetec A baby step > 2022-12-29 13:35 | Report Abuse

For knowledge sharing - Elon Musk Answers Tesla Investor Question on Twitter Spaces 12/22/2022 https://klse1.i3investor.com/blogs/genetec_rm400/2022-12-29-story-h-302101508-Elon_Musk_Answers_Tesla_Investor_Question_on_Twitter_Spaces_12_22_2022.jsp

Posted by Sslee > 2022-12-29 13:44 | Report Abuse

I think Geely should be a good buy too.

By Lei Kang/CnEVPost
December 22, 2022 20:10 GMT+8
The model will be launched in the second quarter of 2023 with a battery pack capacity of 140 kWh and an energy density of 200 Wh/kg.

Zeekr 001 with CATL's Qilin Battery will have 1,032 km range

Geely's electric vehicle (EV) brand Zeekr's Zeekr 001 with CATL Qilin Battery will have a range of 1,032 kilometers, the latest regulatory documents imply.

A version of the Zeekr 001 was included in several documents released by China's Ministry of Industry and Information Technology on December 19, including a list of models allowed to be sold in China and a list of new energy vehicles (NEVs) exempt from purchase tax

Posted by Genetec A baby step > 2022-12-29 17:10 | Report Abuse

GENETEC - Open market acquisition by CKV [Nov ~ Dec22] https://klse1.i3investor.com/blogs/genetec_rm400/2022-12-29-story-h-302099705-GENETEC_Open_market_acquisition_by_CKV_Nov_Dec22.jsp

Posted by izoklse > 2023-01-03 01:27 | Report Abuse

Tesla reports 1.31 million deliveries in 2022, growth of 40% over last year

https://www.cnbc.com/2023/01/02/tesla-tsla-q4-2022-vehicle-delivery-and-production-numbers.html

Posted by Genetec A baby step > 2023-01-03 10:38 | Report Abuse

GENETEC is the TOP PICK in i3investor Stock Pick Contest 2023 https://klse1.i3investor.com/blogs/genetec_rm400/2023-01-03-story-h-302011269-GENETEC_is_the_TOP_PICK_from_i3investor_Stock_Contest.jsp

Posted by Zachzach > 2023-01-05 13:57 | Report Abuse

what happened to genetec?

Posted by StartOfTheBull > 2023-01-09 19:34 | Report Abuse

Pay attention to any latest news from Tesla for guidance.

Posted by Jokers2020 > 2023-01-09 20:31 | Report Abuse

cfm n citaglb taking over from genetec for EV battery ...

Posted by Zachzach > 2023-01-10 14:19 | Report Abuse

jokers2020 : sure? any link ?

Posted by Tangtanggood > 2023-01-11 11:45 | Report Abuse

CKV sell citaglb and buy genetec

Posted by izoklse > 2023-01-11 12:13 | Report Abuse

CKV if now buying genetec...will slow slow move up. by the way TP from CIMB RM 4 above still long way to go.

Posted by izoklse > 2023-01-11 22:18 | Report Abuse

Raw material at Indonesia and EV Battery can be build in Malaysia with Tesla existing client and ship to Indonesia. Shipping cost reduce for Tesla because Malaysia and Indonesia is just across the Melaka strait and South China Sea. No wonder CKV acquired more share.

Tesla nears preliminary deal for Indonesia electric car plant

https://www.theedgemarkets.com/node/651418

Posted by Genetec A baby step > 2023-01-12 09:36 | Report Abuse

For knowledge sharing - Semi Megacharger Output // + The Megapack Moat https://klse1.i3investor.com/blogs/genetec_rm400/2023-01-12-story-h-301117539-For_knowledge_sharing_Semi_Megacharger_Output_The_Megapack_Moat.jsp

Posted by Genetec A baby step > 2023-01-12 09:37 | Report Abuse

For knowledge sharing - Tesla Closes In on Preliminary Deal for Indonesia EV Plant https://klse1.i3investor.com/blogs/genetec_rm400/2023-01-12-story-h-301117534-For_knowledge_sharing_Tesla_Closes_In_on_Preliminary_Deal_for_Indonesia.jsp

Posted by Genetec A baby step > 2023-01-12 09:39 | Report Abuse

For knowledge sharing - Tesla plans to spend more than $770 million on Texas factory expansion https://klse1.i3investor.com/blogs/genetec_rm400/2023-01-12-story-h-301117530-For_knowledge_sharing_Tesla_plans_to_spend_more_than_770_million_on_Tex.jsp

Posted by Zhuge_Liang > 2023-01-12 10:33 | Report Abuse

If Tesla set up a factory in Indonesia, it is a good news to Genetec.
No wonder the share price of Genetec rebound.
Buying share, you must ensure the fundamental of the stock is good.
Do not listen to rumour and simply sell share to incur loss.
Tesla is still expanding, it is good news to Genetec.
I think the share price of Tesla in the US is almost bottom.
The next course is for the share price to move up north.

Posted by Zhuge_Liang > 2023-01-12 10:43 | Report Abuse

If the news on Tesla to set up plant in Indonesia to produce EV is confirmed, all semiconductor stocks related to EV will benefit.
No wonder the Technology index is bullish now and this index crossed 200-day SMA yesterday.
Good news to all semiconductor stocks related to EV.
Stock market is always 6 months ahead of economy.

Posted by izoklse > 2023-01-12 11:06 | Report Abuse

Tesla direct client for EV battery which we all know who will be the huge beneficiary as the operational cost i.e shipping will be far more cheaper and for sure increase in order for the client which we know who. :-).

Posted by izoklse > 2023-01-12 19:37 | Report Abuse

Genetec plans RM154.8 mil private placement to fund expansion, working capital

https://www.theedgemarkets.com/node/651545

inline with Tesla new EV Plant deal in Indonesia i guess

Posted by gohkimhock > 2023-01-12 22:14 | Report Abuse

You have to look at the bigger picture and understand the main purpose of the private placement first. Whether it is used for expansion or pare down borrowings. This is always the better option to raise capital than doing a rights issue. The key difference is only selected suitable investors are chosen because they know the business environment well and could provide business opportunities..

Posted by Sslee > 2023-01-13 06:58 | Report Abuse

The last time Serbadk also PP to only selected suitable investors are chosen because they know the business environment well and could provide business opportunities.

The question you need to ask if Genetec NP per quarter is RM 25 million then where is the money?

Posted by StartOfTheBull > 2023-01-13 08:00 | Report Abuse

Private placement dilutes the shares even more.

Posted by Zachzach > 2023-01-13 08:12 | Report Abuse

fund raising and general meeting...this shld be BIG !!

Posted by Tangtanggood > 2023-01-13 10:52 | Report Abuse

I thought private placement will cause the price to drop. Seem like I am too young...

Posted by phoenixqueen > 2023-01-13 11:18 | Report Abuse

ytd went up to 2.57 then pressed down before closing to 2.43, leaving a long upper shadow, today down to 2.41 then now eating 2.53, selling pressure is so high up there

Posted by samheong78 > 2023-01-13 11:20 | Report Abuse

Business just started last year and factory immediately reached 95% capacity. Then is easy to understand why RM25 million NP per quarter is not enough to fund for the cash flow of mega expansion ... another 600,000 square feet of factory could again reach 95% capacity as well ..

Posted by samheong78 > 2023-01-13 11:24 | Report Abuse

Think big customer usually takes times for settlement... Genetec receivables will be higher and higher

Posted by anthonytkh > 2023-01-13 11:36 | Report Abuse

I’ve always thought Genetec didn’t very good fundamentals. I had approached them with a proposal to raise cash. They ignored me

Instead they bought Utusan’s printing plant. That plant will cost substantial money to partially tear down to fit Genetec’s business and then rebuild. I visited the plant when Utusan invited me. Not easy nor cheap to “renovate”

They already know who’ll take up the placement

Posted by Sslee > 2023-01-13 12:45 | Report Abuse

Genetec last quarter NP margin is 36.28% is this possible moving forward?

Posted by samheong78 > 2023-01-13 12:58 | Report Abuse

Hi sslee, I do not have any deep knowledge on this but I think is possible to maintain certain level of high margin (after strengthening of MYR) since Aaple margin is 100%. So if genetec battery is advance battery then is possible to have high margin. Unless it is a low tech battery

Posted by samheong78 > 2023-01-13 13:09 | Report Abuse

I know that NP margin of fishball business got 10%

Posted by Sslee > 2023-01-13 13:17 | Report Abuse

Genetec do not produce any battery. Genetec only do designing and building of customized factory automation equipments to serve industries making EV battery.

Posted by phoenixqueen > 2023-01-13 14:36 | Report Abuse

pang, what is ur view on genetec? going north to RM 3 and more?

Posted by phoenixqueen > 2023-01-17 09:42 | Report Abuse

volume eating at 2.48 and 2.49, smth brewing???

Posted by samheong78 > 2023-01-17 12:12 | Report Abuse

The sound of EV .... vroom vroom vroom

Posted by izoklse > 2023-01-18 01:05 | Report Abuse

Indonesia close to EV deals with BYD Group and Tesla — minister

https://www.theedgemarkets.com/node/652054

Posted by phoenixqueen > 2023-01-18 09:51 | Report Abuse

volume eating from 2.48 to 2.51, heading to 3 soon?

Posted by Zachzach > 2023-01-19 10:48 | Report Abuse

phoenixqueen

volume eating from 2.48 to 2.51, heading to 3 soon?

sure or not..

seems few days stuck at 2.49-2.52..

but all hoping it is up to reach 3 !