Posted by UMA > 2017-07-20 18:40 | Report Abuse

Jay111,你可以丰衣足食了。。

Posted by jay111 > 2017-07-20 19:00 | Report Abuse

Mmsv未来爆发股，错过等10年

Posted by bpng0904 > 2017-07-20 19:55 | Report Abuse

So many ppl are saying good news on this stock.
HITnRUN bro said coming QR is the highest ever in the mmsv history in terms of revenue, profit, eps.....very good bussiness outlook for Q3 & Q4...
Then, Chelsea bro said Coming EPS is around 5.5 to 5.76. It easily hit RM2.
And Berkshire bro said Director of MMSV, Mr Tan has acquired another 130k of MMSV share at 10 Jul, with price range 1.47 -1.51 on that day. Still doubt on the coming results?

Ok lo, since so many ppl are optimistic on this stock, I think we should do some simple calculations to see if that is true. Afterall, the KLCI is on downtrend leh. Referring to the below article from the Star: http://www.thestar.com.my/business/business-news/2017/06/05/chip-test-equipment-makers-remain-bullish/

50 units equipment were delivered to client as of June 5, 2017 and 20 units to go before end of June, meaning 70 units in the 1H2017. Each unit can sell between 100k to 220k USD. So, for simplicity, I take the average which is 160k USD. 1H2017 revenue should be 70 unit * USD 160k/unit * RM 4.25/USD = RM 47.6mils. Q1 reported revenue is 14.9mils, so Q2 revenue should be 32.7mils. The average past 4 quarters profit margin for MMSV is 26.625%. Hence, 32.7mils * 0.26625 = 8.7mils. WOW, that is fantastic man. It is equivalent to 5.34 EPS. Seems like HITnRUN bro and Chelsea bro are right.

Ok, next, 30 to 40 units to be delivered in the 2H2017 as of June 5, 2017. That is assuming no more additional order coming till the end of 2017, which I think should be quite conservative. So, total 110 units in 2017. If you repeat the steps above, you will get RM 74.8mils revenue and 19.92mils net profit for whole year 2017! The best result ever.

Finally, let us see what should be the fair price. 19.92mils is 12.22 EPS. If we use PER of 15, MMSV worths RM 1.83, slightly less than Chelsea bro TP of RM 2. Nevermind, if let says MMSV can transfer to Mainboard due to all these excellent results, they should demand higher PER. Considering PER of 20, the share price should be 12.22 * 20 = RM 2.44!! Awesome.

In the end, we don't know what is the actual result until the company publishes it. What do you think?

Posted by erkongseng > 2017-07-20 20:42 | Report Abuse

Bpng :good share,thanks.

Posted by IamGoogle > 2017-07-20 20:57 | Report Abuse

Bpng0904, your comment & opinion is just as best as it gets, awesome!

Posted by raymond6898 > 2017-07-20 20:57 | Report Abuse

Tqvm 0904,really lucky to hv this stock.

Posted by VenFx > 2017-07-20 21:19 | Report Abuse

Jay111,
Your call never carry weight in i3, all I interested with your is the Liar in you.
As I said this afternoon, I select u as my study target after tecpower aka hstha from Anzo .
We still have 1 more session to go target .

Posted by jay111 > 2017-07-20 21:22 | Report Abuse

venfx,
Mmsv未来爆发股，错过等10年

Posted by BERKSHIRE > 2017-07-20 22:09 | Report Abuse

VenFx you can't talk with nonsense ppl, it just waste your time! haha
BTW your 2017 stock pick is nice~

Posted by BERKSHIRE > 2017-07-20 22:12 | Report Abuse

bpng0904 good analysis.

What do I think, I think MMSV still have a lot of space to grow! hahaha

Posted by Chelsea > 2017-07-21 01:11 | Report Abuse

awesome calculation from bpng0904.

Posted by BERKSHIRE > 2017-07-21 07:03 | Report Abuse

Hi Chelsea, what is your email address?

Posted by stevenkau > 2017-07-21 10:42 | Report Abuse

it will be able to touch MYR 1.80

I am not talking about nonsense, i was holding the shares since chinese new year cost at MYR 0.59 until now... its not because i wanna show off, but based on the "reflation" reformed, and also the foreign funds flow into Malaysia market, due to GDP improving, but separate into Sector Analysis, the part of the contribution mainly from Semiconductor components.

Relation to this, the semiconductor is for private consumption usage as well as business exploration in investment by formulating to position in the market. Sample towards these can see from Unisem, Vitrox, Elsoft, etc... Therefore, PMI data increased due to production activities and export rises..

Linking to the oversea market, Taiwan & China also involved in trading of exports and imports with the counter parts related. Looking at the business momentum continue, so Semiconductor (Technology sector) should potentially to perform

Posted by Thelastone > 2017-07-21 11:44 | Report Abuse

Tax incentives for Sme involved in automation.
http://www.thestar.com.my/business/business-news/2017/07/20/budget-2018---govt-to-focus-on-tax-incentives-for-industry-4pt0/

Posted by paktua73 > 2017-07-21 12:24 |

Post removed.Why?

Posted by VenFx > 2017-07-21 12:45 | Report Abuse

Posted by BERKSHIRE > Jul 20, 2017 10:09 PM | Report Abuse

VenFx you can't talk with nonsense ppl, it just waste your time! haha
BTW your 2017 stock pick is nice~

ME : THANK YOU BERKSHIRE'S COMPLIMENT .
I LIKE TO STUDY LIARS IN i3 ,IT HELP IN RECOGNIZE HUMAN'S DARKSIDE .
I PREFER TO START FROM THE GREEN HORN LIARS FIRST ,,, :)

Posted by HITnRUN > 2017-07-21 13:38 | Report Abuse

The fight polluted this forum, we are here to make money, stay calm bro. bpng0904 your Q2 revenue number may not be accurate, but I am holding tight to a BIG coming catalyst....

Posted by erkongseng > 2017-07-21 18:06 | Report Abuse

Jhm,vitrox,elsolf,@都分红股了，虽还会上但相对动力小，看好mmsv 0113配合转主板，业积持续增長下，其股价动力十足，rm2 己是肯定的了。

Posted by bpng0904 > 2017-07-21 18:43 | Report Abuse

HITnRUN bro, I didn't expect my quarter 2 revenue to be accurate. However, at least my simple calculation gave me a base to buy into MMSV. 20millions net profit is definitely not a problem for MMSV this year. What is the BIG coming catalyst? :-)

Posted by UMA > 2017-07-21 19:53 | Report Abuse

大师，你是明灯，下星期这股会不会去荷蘭。

Posted by kwang2209 > 2017-07-21 19:58 | Report Abuse

OMG..erkongseng at here..god bless you all

Posted by kwang2209 > 2017-07-21 19:59 | Report Abuse

RM2已是肯定的了。。这句话巴菲特都不见得会这样说。。大师万岁

Posted by UMA > 2017-07-21 20:05 | Report Abuse

大师厉害，知道几时转主板，还知道股介会去到Rm2.0。。。

Posted by BERKSHIRE > 2017-07-21 20:16 | Report Abuse

Why u guys shooting at him? Any story?

Posted by emil123456 > 2017-07-21 20:18 | Report Abuse

They follow erkongseng closely from Ancom forum. Haha

Posted by kwang2209 > 2017-07-21 20:24 | Report Abuse

You can look back his call buy record..but mostly he already deleted all his comments and call buy..because drop kaw kaw

Posted by kwang2209 > 2017-07-21 20:25 | Report Abuse

Haha..i just seen him call buy again..then come here support my master lo

Posted by BERKSHIRE > 2017-07-21 21:29 | Report Abuse

Do the right thing, at the right time.

Posted by chl1989 > 2017-07-21 21:57 | Report Abuse

drop plz. back to 1.50. let me buy more :)

Posted by StormRider > 2017-07-22 00:09 | Report Abuse

yup I want 1.50 also.. last SOLD 1.57

Posted by bpng0904 > 2017-07-22 00:53 | Report Abuse

HITnRUN bro, big catalyst is transferring to main board. So, I am guessing BIG catalyst is main board + bonus issue? :D

Posted by UMA > 2017-07-22 00:57 | Report Abuse

Erkongseng+bpng0904=明灯

Posted by red_85 > 2017-07-22 04:24 | Report Abuse

yea..time to take profit..bye..collapse soon

Posted by BERKSHIRE > 2017-07-22 06:40 | Report Abuse

red_85 yea..time to take profit..bye..collapse soon
22/07/2017 04:24

U thought 2000 .com bubble?

Without any reason, this sour grape thoughts he has crystal ball! hahaha
After QR, u won't see 1.6x anymore.

Posted by chl1989 > 2017-07-22 08:08 | Report Abuse

plz collapse. i buy without fear

Posted by erkongseng > 2017-07-22 08:39 | Report Abuse

http://www.cnbc.com/2017/07/21/valeo-earnings-q2-2017.html
Mmsv ：生产，硏发，测试Led(发光二极管)与半导体自动化器材，公司出口市塲包括美国，欧洲，亞洲，大马，因此可受惠其中。

Posted by Cockcroach > 2017-07-22 08:48 | Report Abuse

More to come next week. Been holding since 80c.

Posted by UMA > 2017-07-22 13:19 | Report Abuse

大师，那些之前被你带去荷兰的散户真可怜。。

Posted by UMA > 2017-07-22 13:21 | Report Abuse

大师，，mmsv会不会又被你吹倒。。

Posted by Ying5259 > 2017-07-22 16:33 | Report Abuse

Fly fly fly

Posted by Edwardong53 > 2017-07-22 16:36 | Report Abuse

Any one view between Notion, Aemulus and MMSV. Noted that Notion has the better NTA.

Posted by musangfoxking > 2017-07-22 16:39 | Report Abuse

aiyah, Edwardong53!!! buy all n will get 1 right!

Posted by Edwardong53 > 2017-07-22 22:17 | Report Abuse

Thanks, already bought them but only very few bcos don't have any concrete news. Only have confidence in Penta ....... also looking into FPGroup and Tecfast (missed the boat when it was RM0.70). Also like JFtec but it is very risky.... although managed to make some lunch money earlier

Posted by UMA > 2017-07-24 00:11 | Report Abuse

Erkongseng... mmsv荷蘭见。。

Posted by Chelsea > 2017-07-24 08:10 | Report Abuse

Catalyst
1)main board
2)good coming quarter
3)director keep accumulating
4)valeo led earning increase 20% will boost the led industry
5)usd - myr remain strong
6)possible bonus issue
7)chart remain uptrend

Chelsea

Posted by erkongseng > 2017-07-24 08:19 | Report Abuse

Chelsea. Good share ,thanks

Posted by Ab8376 > 2017-07-24 09:12 | Report Abuse

Before end of next month, the stock will shoot up again . Don't miss the chance to accummulate the stock

Posted by erkongseng > 2017-07-24 11:44 | Report Abuse

2017首季EPS=2.55SEN,净利410万,营业数为1490万,赚副达27.5%,为历史高位,
估计全年EPS=12SEN,PE=20，股价=RM2.40
公司Roe 达31,87是隆市中少见，前景光明。

Posted by BERKSHIRE > 2017-07-24 12:58 | Report Abuse

UMA Erkongseng... mmsv荷蘭见。。
24/07/2017 00:11
---------------------
UMA, Time tells louder than rumours.
It doesn't matter who invest on it, it's about how the company perform...
Some more we are only small kaki in stock market, the shares price won't be affected by few investors...

Posted by geary > 2017-07-24 13:05 | Report Abuse

Robot...??? http://www.valuewalk.com/2017/07/robots-disruptive-saving-grace-ageing-societies/