Posted by geary > 2017-11-01 20:18 | Report Abuse

Future earnings n cash flow@Key...!!!
https://www.valuewalk.com/2017/08/nvidia-forecast-profits-andor-cash-flow-not-prices/

Posted by tecpower > 2017-11-01 20:55 | Report Abuse

https://www.monitordaily.com/news-posts/global-semiconductor-industry-posts-highest-ever-quarterly-sales/

Posted by luckyjb > 2017-11-02 11:44 | Report Abuse

Chong Jiunn Hau, thanks for sharing.

Posted by jcpy > 2017-11-02 13:53 | Report Abuse

@tecpower, other tech stocks like Vitrox and Krono are still going strong and bullish despite bad market. Let's hope MMSV turn to come soon enough.

Posted by Nickhong > 2017-11-02 15:23 | Report Abuse

Cannot move the price

Posted by rookie95 > 2017-11-03 02:54 | Report Abuse

when can go up to rm2 again

Posted by lsv1977final > 2017-11-03 07:37 | Report Abuse

https://www.bloomberg.com/news/articles/2017-11-02/apple-projects-record-holiday-revenue-on-iphone-x-demand

Posted by lsv1977final > 2017-11-03 07:37 | Report Abuse

Huat ar

Posted by kenlee > 2017-11-03 08:21 | Report Abuse

next tp 4.5

Posted by Nickhong > 2017-11-03 11:21 | Report Abuse

No volume no buyer 2.0 also hard

Posted by hstha > 2017-11-03 16:56 | Report Abuse

https://klse.i3investor.com/servlets/fdnews/242531.jsp

Posted by hstha > 2017-11-03 22:04 | Report Abuse

The outlook for semiconductor equipment, according to TEL, looks strong. “We expect the overall WFE market to be at least the same size as CY2017 in CY2018. However, from our negotiations with customers, we sense that the levels could exceed our forecasts, particularly in relation to memory. The outlook for FY2019 is also looking favorable,” according to TEL. “By application type, in terms of memory, both DRAM and NAND are likely to be strong. Investment by logic foundries is currently being curtailed by factors such as sluggish growth in the number of mobile handsets, but they plan to undertake an investment in 7nm and for pilot lines of 5nm during CY2018, so we can expect investment to be at least the same as CY2017.”

https://semiengineering.com/the-week-in-review-manufacturing-179/

Posted by hstha > 2017-11-04 10:50 | Report Abuse

Apple on track to becoming world’s first US$1tril company | http://www.klsescreener.com/v2/news/view/302227

Posted by hstha > 2017-11-04 18:40 | Report Abuse

US semiconductor stocks are so bullish!
http://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Index was up 1.77% last Friday!

Posted by Young Money > 2017-11-05 14:23 | Report Abuse

J Trader
1st qr 50 machine
2nd qr 100 machine
3rd & 4th qr total 100 machine

Price range USD 50~ USD 150~80%
Price range USD 150~USD 250~20%

Revise:-

1st qr 50 machine =RM 14.7mil(Revenue)
(USD 50)*50(80%)*4.2 =RM 8.4mil
(USD 150)*50(20%)*4.2 =RM 6.3mil

2nd qr 100 machine =RM 29.4mil(Revenue)
(USD 50)*100(80%)*4.2 =RM 16.8mil
(USD 150)*100(20%)*4.2 =RM 12.6mil

3rd qr 75 machine =RM 22.1mil(Revenue)
(USD 50)*75(80%)*4.2 =RM 12.6mil
(USD 150)*75(20%)*4.2 =RM 9.5mil

1)“After all, the Penang-based group secures the bulk of its work in the fourth quarter and subsequently books in much of the billings in the SECOND and THIRD quarters.”

2)“Most of our orders are delivered to clients in the second quarter, followed by the third quarter,” explains CEO Sia Teik Keat.

:-Sia send a message to us saying 2nd and 3rd QR result will be superb, I’m a prudence guy so I take 75% out of 100machine in to account.

4th qr 25 machine + 25 machine(New orders) =RM 14.7mil(Revenue)
(USD 50)*50(80%)*4.2 =RM 8.4mil
(USD 150)*50(20%)*4.2 =RM 6.3mil

1)Looking ahead at the next procurement cycle, which will begin towards the fourth quarter, Sia is optimistic.

2)Sia is particularly looking forward to the introduction of 3D scanning sensors in smart devices. He estimates that the more sophisticated testing equipment will boost the value of new orders by 10% to 20%, at least.(29 Aug 2017)

Opportunity
“In the next 12 months, there may be a need to utilise another 10,000 sq ft for a new assembly line,” he said.(14 Aug 2017)
:-this indicate the company very confident their future prospect(CAPEX)

“MMSV is also keen on growing its visual inspection machines for semiconductor wafers. This is a new line of business for the group”
:- as per Sia in the statement, he hopes this assembly line will make up 25% of total revenue.

Posted by Nickhong > 2017-11-05 19:02 | Report Abuse

六月的旧闻宣布下半年有100台合约，不知道全部会不会算进第三季，很大可能会只要来得及生产，因为7月到9月不可能没有新的合约，而且大股东还在这段时期累积，一定有拿到新的订单

Posted by YouBuyIBuy > 2017-11-05 21:15 | Report Abuse

Flood at penang got affect mmsv factory in penang or not ?

Posted by Abismail > 2017-11-05 21:16 | Report Abuse

Bayan lepas...bayan baru ..ok

Posted by sell > 2017-11-05 21:29 | Report Abuse

Penang International Airport senior manager Ramzi Ahmad said four flights, which were supposed to land in Penang from 4.55pm on Saturday, were diverted to Langkawi or returned to Kuala Lumpur.
http://www.beritadaily.com/penang-seeks-help-from-armed-forces/

Posted by sell > 2017-11-05 22:05 | Report Abuse

Penang paralysed by floods
https://www.thestar.com.my/news/nation/2017/11/05/penang-paralysed-by-floods/

Posted by Abismail > 2017-11-06 09:05 | Report Abuse

https://www.thestar.com.my/business/business-news/2017/11/06/chip-companies-tap-auto-sector/

Posted by Tan Hong > 2017-11-06 09:35 | Report Abuse

not bad. so far uncle sia achieved what he had promised ..

Posted by Nickhong > 2017-11-06 11:08 | Report Abuse

Strong double digit what mean

Posted by chl1989 > 2017-11-06 11:22 | Report Abuse

bro hit&run, how are you doing? you still buying mmsv? :)

Posted by luckyjb > 2017-11-06 19:55 | Report Abuse

today spot people play yoyo after4.30 to drag price down...

Posted by tecpower > 2017-11-06 20:51 | Report Abuse

Today...

KESM + 3.67%
Inari +2.15%
Sam Engineering +1.64%
MPI +1.01%
GLOBETRONICS +0.31%

Posted by heata > 2017-11-06 21:40 | Report Abuse

Any1 know if the flood in penang will affect mmsv operation or not?

Posted by Nickhong > 2017-11-06 22:15 | Report Abuse

When the result

Posted by hstha > 2017-11-06 23:15 | Report Abuse

But I think it will be a limited effect for a short-term. Plus it does not have any impact on the next QR announcement.

Posted by hstha > 2017-11-07 00:58 | Report Abuse

Ooi said on the island, many factories at the Free Industrial Zone in Bayan Lepas were also experiencing a shortage of workers as a result of the floods

Posted by hstha > 2017-11-07 08:14 | Report Abuse

Im not sure if MMSV is experiencing a shortage of workers.

Posted by hstha > 2017-11-07 08:30 | Report Abuse

US semiconductor stocks are so bullish! Time to buy semiconductor stocks!!
http://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Index was up 1.34% on Monday!
It was up1.77% last Friday!

Posted by Tan Hong > 2017-11-07 08:50 | Report Abuse

if really shortage of workers only reflect on qtr 4 lol

Posted by luckyjb > 2017-11-07 09:21 | Report Abuse

yes, semiconductor is bullish, last week attend a talk, the speaker mention that semiconductor is using in handphone, normal car(digital tech) and electric car..so the prospect is huge..... this improve my confidence in this area..

Posted by Abismail > 2017-11-07 09:35 | Report Abuse

http://www.theedgemarkets.com/article/rm200m-losses-seen-smes-badly-hit-penang-floods

Only seberang jaya and perai effected

Posted by Nickhong > 2017-11-07 11:08 | Report Abuse

Cannot move d

Posted by tecpower > 2017-11-07 17:02 | Report Abuse

https://klse.i3investor.com/blogs/kianweiaritcles/137475.jsp

Posted by tecpower > 2017-11-07 17:21 | Report Abuse

Minimal impact from Penang floods on companies https://www.thestar.com.my/business/business-news/2017/11/07/minimal-impact-from-penang-floods-on-companies/

Posted by tecpower > 2017-11-07 17:35 | Report Abuse

Wait patiently. The stock price is likely to surge near future.

Posted by tecpower > 2017-11-07 17:48 | Report Abuse

FBM KLCI: 1,750.94 pts (+8.65pts, +0.50%)

The FBM KLCI (+0.5%) closed firmly in the positive territory, on the back of bargain-hunting activities in Genting-related counters. Market breadth, however, continued to be negative as losers outrun winners on a ratio of 499-to-378 stocks. Meanwhile, semicon players like MPI (+26.0 sen), KESM (+20.0 sen) and Inari (+6.0 sen) advanced on Tuesday.

Posted by hstha > 2017-11-07 19:06 | Report Abuse

Semiconductos stocks outside Penang are bullish now.
KESM,MPI and Inari are in an uptrend.

MMSV is going to catch up with them soon. Just be patient.

Posted by jay111 > 2017-11-07 20:09 | Report Abuse

already wait from last qr also not perform sad

Posted by killthebear vimediac > 2017-11-07 20:18 | Report Abuse

next qr results will be impressive.. waiting to go to main board..

Posted by YouBuyIBuy > 2017-11-07 20:22 | Report Abuse

Normally this coming quarter result not so good, is this the cause of price not moving?

Posted by BullRunComing > 2017-11-07 20:44 | Report Abuse

Price is not running ahead result, especially even before the last quarter excellent result. Downside is limited, that's why price can always be supported at around 1.77-1.80.

I expect this quarter will achieve higher yoy eps.

Posted by hstha > 2017-11-07 22:22 | Report Abuse

As for semiconductor stocks, downside risk is always limited even with bad QRs as they can expect resonable growth in the semiconductor industry. That's why I have bought semiconductor stocks.

Check Visdynamics, Unisem and MPI.
Their last QRs were lower than expectation, but their stock prices did not drop much.

Posted by luckyjb > 2017-11-07 22:45 | Report Abuse

patient, semiconductor got good prospect...today, bc market emotion affect some stock...

Posted by tecpower > 2017-11-08 00:47 | Report Abuse

Taiwan shares rebound led by semiconductor sector
http://m.focustaiwan.tw/news/aeco/201711070019.aspx

Posted by tecpower > 2017-11-08 08:18 | Report Abuse

Malaysian semicon stock rally is just around the corner!

Posted by geary > 2017-11-08 08:25 | Report Abuse

ROIC@Sales@Margins@Profits...!?!?!?
http://www.valuewalk.com/2017/11/selling-shovels-gold-rush/