Posted by UMA > 2017-07-24 18:44 | Report Abuse

Berkshire...这是明灯效应。。

Posted by erkongseng > 2017-07-24 19:51 | Report Abuse

mmsv可受惠其中。
LEDinside: 車用LED市場需求帶動2017-2021 全球LED市場產值
2017-03-13
2017年的LED產業受惠於LED市場價格止穩，加上車用照明領域的快速成長，LEDinside預估2017年的車用LED產值達到28.17 億美金 (+14.8% YoY)。相對而言2015年至2021年，整體LED產業的年複合成長率僅3%的成長幅度。LED產業的幾項主流應用包括手機應用，中大尺寸面板背光等應用，將因OLED的崛起而逐年下滑。至於LED照明雖然已經是LED產業的最大宗應用，但由於滲透率飽和以及競爭者眾，使得整體產值出現成長趨緩的狀態。但由於各家LED廠商紛紛投入汽車照明，以及小間距顯示屏領域，因此整體的市場仍呈現增長態勢。

LEDinside 分析車用市場主要成長動能:

一、中國車市持續成長

整體車市受到國際政治板塊不確定性影響，以及對於未來經濟走勢悲觀的心理預期，2016年整體新車銷售量僅微幅增加。然而從個別區域來看，北美乘用車銷售出現下滑情形，石油减産的效益並未能刺激新車銷售量；歐洲地區也因為英國脫離產生的不確定性，讓市場買氣縮手；亞洲市場表現亮眼，中國一線城市雖然持續推出限購令，但受到中國國內産業升級的影響，成長幅度已不如過去

二、頭燈與霧燈導入滲透率提升
頭燈與霧燈市場依然是最主要高功率LED成長動力來源，再加上亮度與門檻都較高，滲透率基期也較低，預估頭燈與霧燈滲透率分別為12%與16%，2015~2020年的產值年複合成長率將達到18%與15%，在各種車外應用上，排名在前兩名，未來後勢看好

三、產品設計提升車用LED市場需求

因應導光板在尾燈的導入比例拉高，因此提高LED在尾燈總成的使用顆數。隨著車輛智慧化與多媒體的功能逐漸增加，包括車內智能後視鏡等功能的導入，可减少死角的問題並提升駕駛安全性，未來兩年將有機會列入車輛標準配備，增加車用鏡頭與面板的使用量，可預期的未來五年內，車用面板依舊是車內成長最爲快速的應用，預估2021年產值將迅猛增長達到1.73億美金 (2016~2021 CAGR:26%)


四、保險市場改善提升售後市場品質

隨著美國保險市場對於供應多元化的要求增加，使得過去以CAPA獨大的局面逐漸被打破，NSF也逐漸拓展美國市場滲透率，使得後裝市場更加熱絡，對於成本控管的要求也逐漸反映在供應鏈。
http://www.ledinside.com.tw/research/20170313-33922.html

Posted by UMA > 2017-07-24 23:54 | Report Abuse

哗。好长叻。。你又说买trc,倒低要买那个？

Posted by erkongseng > 2017-07-25 11:50 | Report Abuse

只是个人的記载，買賣隨意。

Posted by geary > 2017-07-25 11:53 | Report Abuse

Bookworms...!!!??? http://www.valuewalk.com/2017/07/want-become-better-investor-reading-crucial/

Posted by geary > 2017-07-25 18:22 | Report Abuse

Buffett's...!!! http://vintagevalueinvesting.com/6-life-lessons-from-warren-buffett-the-worlds-3rd-richest-person/

Posted by Ckk2266 > 2017-07-25 20:12 | Report Abuse

余大哥，Lionind & Ancom 你都放了？

Posted by erkongseng > 2017-07-26 06:35 | Report Abuse

是的。

Posted by erkongseng > 2017-07-26 08:53 | Report Abuse

http://wealth.businessweekly.com.tw/m/GArticle.aspx?id=ARTL000090644

Posted by BERKSHIRE > 2017-07-26 10:00 | Report Abuse

Crazy up，coming QR must be interesting! hahaha

Posted by paktua73 > 2017-07-26 10:05 |

Post removed.Why?

Posted by Zai Zai > 2017-07-26 10:08 | Report Abuse

revenue 30m achievable

Posted by BERKSHIRE > 2017-07-26 10:28 | Report Abuse

Zai Zai, revenue 30m means less than Q1 ady, hahahaha Confirm more than 50m!

Posted by erkongseng > 2017-07-26 10:33 | Report Abuse

Mmsv. 0113 短期2元，長期3元，供参考。

Posted by StormRider > 2017-07-26 10:40 | Report Abuse

okay, all-in

Posted by UMA > 2017-07-26 12:09 | Report Abuse

Rm2。gogogo!!!!!

Posted by jay111 > 2017-07-26 12:16 | Report Abuse

未来爆发股，错过等10年

Posted by UMA > 2017-07-26 12:19 | Report Abuse

可以丰衣足食了。。

Posted by UMA > 2017-07-26 12:19 | Report Abuse

这次不用去荷兰渡假了。。

Posted by feiloh > 2017-07-26 12:20 | Report Abuse

Wahblau Wei...Whenever the cina runner appear...Is time to offload..

Posted by Rzeznikyoung > 2017-07-26 12:30 | Report Abuse

Up up up mmsv Gd news

Posted by Chelsea > 2017-07-26 12:34 | Report Abuse

Breakout Again.
If u observe carefully after strong formation marubozu, it will retreat and bounce back on T4.
Just wait patient.
Result out on 16 August 2017. Still got long way to go.

CHELSEA

Posted by erkongseng > 2017-07-26 12:44 | Report Abuse

公司基本面佷好，业务处成長趋势，净利增長中，配合公司本身企业目的，技术面也处向上走势，買入与守住为良策，供参考。

Posted by UMA > 2017-07-26 12:57 | Report Abuse

等下跌回下来你就知道，赿吹赿大。。

Posted by feiloh > 2017-07-26 13:30 | Report Abuse

Wakakaka

Posted by BERKSHIRE > 2017-07-26 14:10 | Report Abuse

UMA 等下跌回下来你就知道，赿吹赿大。。
26/07/2017 12:57
--------------
UMA, don't you know a growing company shares price will grow accordingly also? Please check MMSV historical record as well as the potential of its industry! Btw, don't be sour bro, even u hate a person is this forum so much. Shares price will drop for short term nervousness or profit taking, it's just a very common thing, but the value & prospects of the company still there.
Not every company like IWCITY riding roller coaster all day long...Enjoy it! hahahaha

Posted by UMA > 2017-07-26 17:51 | Report Abuse

Berkshire....他是明灯，很多股友都怕了他。你慢慢亨受荷兰的风景吧......

Posted by chl1989 > 2017-07-26 21:15 | Report Abuse

only trust HitNRun. ignore others :)

Posted by Rzeznikyoung > 2017-07-26 22:07 | Report Abuse

Berkshire u r rite I hold mmsv since below 1.00 till now still a Gd counter haha

Posted by bpng0904 > 2017-07-26 23:31 | Report Abuse

price hike is very strong over the last few months, 3 more weeks to go before the quarter report is released. although i am damn bullish on MMSV earnings this year, i wonder what will happen in the next 3 weeks!

Posted by Frank Soweto > 2017-07-27 04:37 | Report Abuse

I come here again to thank Hitnrun - THANK YOU - HitNRun :)

Posted by erkongseng > 2017-07-27 07:10 | Report Abuse

MMS Ventures eyes Main Board transfer in 2H
Ben Shane Lim
/
The Edge Malaysia

March 29, 2017 17:00 pm MYT
-A+A
This article first appeared in The Edge Malaysia Weekly, on March 20 - 26, 2017.


AMID the rally in semiconductor stocks, MMS Ventures Bhd (MMSV) has largely gone unnoticed due to its listing on the ACE Market. Many large funds simply do not have the mandate to take positions in ACE Market stocks.

Even with a 27% rally in its share price over the past two weeks to 75 sen per share last Thursday, MMSV is valued at only 12.6 times earnings. In contrast, larger semiconductor stocks like Globetronics Technology Bhd and Inari Amertron Bhd are valued at 52.8 times earnings and 21.65 times earnings respectively.

But MMSV may soon shed its ACE Market discount.

“We hit the net profit requirement back in 2015. We only need three years cumulative net profit of RM20 million to qualify for a promotion to the Main Board. It is something that we are planning. If all goes well, we might be on the Main Board by the third or fourth quarter,” says chairman and managing director Sia Teik Keat, adding that the final decision lies with the Securities Commission Malaysia.

With a cumulative net profit of RM33.08 million over the past four years, MMSV should not have a hard time securing SC’s approval.

Furthermore, Sia expects MMSV’s 1H2017 net profit performance to further build a case for promotion to the Main Board.

“Barring any unforeseen circumstances, we anticipate that earnings will be at least 20% higher in the first half,” he says.

MMSV booked a 13.7% year-on-year increase in revenue to RM35.6 million for the financial year ended Dec 31, 2016. Meanwhile, net profits rose by 17.8% y-o-y in the same period to RM9.52 million.

A 20% increase in net profits for FY2017 would translate into an earnings per share of 7.1 sen. In turn, that values the company at only 10.5 times forward earnings.

Sia is able to speak confidently about earnings prospects because the project-based nature of the group’s core operations offers earnings visibility.

MMSV produces testing and inspection equipment for LEDs, specifically, for smart devices, the automotive industry and general lighting as well. The inspection equipment has to be ordered by LED manufacturers ahead of a new product cycle.

New features are expected in this year’s line-up of smartphones — expecially Apple’s 10th anniversary iPhone 8 — that will act as a catalyst for semiconductor companies such as MMSV.

This year, Sia says orders from new customers as well as MMSV’s diversification into wafer inspection equipment will drive earnings growth.

“We managed to secure some new clients for our visual inspection equipment this year. On top of that, our wafer inspection is still on a low base. We have only received orders for the first few units; we expect this segment to grow,” he explains.

Sia says MMSV diversified last year into inspection machines for the LEDs semiconductor wafers — thin slices of crystalline semiconductor material.

“The degree of difficulty for wafer inspection is much higher. It is a high value machine that commands higher margins. It also has less competition.”

The group’s venture into wafer inspection is a direct result of research and development investment over the years, he adds. For now, MMSV has secured two customers for the wafer inspection machines, but expects the business to grow because the platform for the machines is relatively universal.

The main driver of MMSV’s earnings however, will continue to be the visual and inspection equipment for LEDs.

“One of our key products are visual inspection machines to inspect lenses for the flash in smart devices. Our clients include the top four LED makers in the world,” says Sia.

Currently, the smart devices segment makes up about 40% of profits. Automotive makes up about 25% while 10% comes from general lighting.

Going ahead, however, Sia anticipates more sales in MMSV’s smart devices segment that will increase its contribution to profits to 55%.

“Our automotive segment has a lower volume, but much higher margins. This is because automakers have longer product cycles and tight tolerances for quality. Smart devices have much higher volume, because phone makers are constantly launching new products. However, it is also more competitive, so margins are a little lower,” he notes.

Sia claims MMSV’s technology is on a par with its Taiwanese peers. However, MMSV boasts a cost advantage, with a substantial portion denominated in ringgit. Meanwhile, the bulk of MMSV’s earnings are in US dollars.

“We have been doing this for about 20 years and have a strong pool of technical expertise. Japan, for example, is ahead of us. But they are more expensive as well,” he says.

Between higher profits and the possibility of a Main Board listing, MMSV will certainly be an interesting stock to watch this year. However, it is also interesting to note that beyond the improved profile, the company does no

Posted by erkongseng > 2017-07-27 07:27 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/03/13/mmsv-eyes-doubledigit-growth/

Posted by erkongseng > 2017-07-27 08:46 | Report Abuse

http://klse.i3investor.com/m/blog/candlestick/128598.jsp

Posted by UMA > 2017-07-27 12:08 | Report Abuse

大师赿吹赿大了。。

Posted by UMA > 2017-07-27 19:17 | Report Abuse

Erkongseng,kaki kong kaki song.....

Posted by BERKSHIRE > 2017-07-27 19:44 | Report Abuse

QR tells louder than rumours, 1 month to go... hahahahaha

Posted by UMA > 2017-07-27 20:48 | Report Abuse

1 month to go holland....hahaha

Posted by erkongseng > 2017-07-27 20:50 | Report Abuse

Monday, 5 June 2017
Chip test equipment makers remain bullish
BY DAVID TAN


They are optimistic of further growth in next three quarters

GEORGE TOWN: After five quarters of growth since early 2016, semiconductor test equipment manufacturers in Malaysia are still optimistic of further growth in the next three quarters of 2017.

Both Pentamaster Corp Bhd and MMS Ventures Bhd are projecting a strong increase in their orders from the automotive sector this year.

Pentamaster executive chairman C.B. Chuah told StarBiz that “the automotive semiconductor market is expected to reach US$48.78bil by 2022, at a compounded annual growth rate (CAGR) of 5.8% between 2016 and 2022.

“This is due to the increasing use of electronic systems in vehicles to enhance the performance of safety and multimedia functions.”

For the second half of the year, Chuah expects orders from the automotive industry to rise higher between 30% and 35% of the group’s test equipment sales compared with 20% and 30% in the same period last year.

The segment with the most sales in the first half of 2017 is the smart mobile device sector, which takes up about 80% of the orders for Pentamaster’s test equipment.

“We expect growth in the third and fourth quarters of 2017, as we can see orders for the second half coming in right now.

“Although the second quarter has yet to close, we can expect improved results over last year’s same period and over the first quarter of 2017,” added Chuah.

He said Pentamaster was aiming for a double-digit percentage growth in 2017.

“We are delivering about 120 units of semiconductor test equipment with a market value estimated at US$48mil to the smart device and automotive industries in 2017 compared to about 80 units a year ago,” added Chuah.

Pentamaster posted RM26.6mil in net profit on the back of a RM151mil turnover in 2016 compared with the RM11.9mil and RM83.6mil achieved in 2015.

On the prospects of the semiconductor test equipment market in 2018, Chuah said the growth trend should continue to be driven by demand for sensors used in the smart electronic features of cars.

“However, demand from smart mobile devices is expected to grow moderately in 2018,” he added.

Meanwhile, MMS Ventures managing director T. K. Sia said orders from the automotive sector would dominate in the third and fourth quarters of this year.

“So far, about 50% to 60% of our test equipment is for the smart mobile sector, while the automotive and general lighting segments absorb the remainder.

“In the second half, the orders from the automotive sector should take the lead,” he added.

MMS Ventures expects test equipment sales to improve by a double-digit percentage in the second quarter, which closes June 30, over the preceding quarter.

“So far, we have delivered some 50 units test equipment to our customers in the United States, Japan and other parts of the Asia-Pacific region.

“We still have 20 more units to ship out before the end of June. The group will deliver another 30 to 40 test equipments in the second half of the year.

“We expect a strong double-digit percentage growth in 2017 over 2016,” added Sia.

The selling price of test equipment is around US$100,000 to US$220,000 per unit, and has remained stable for the past two years due to competition.

Moving forward, MMS Ventures expects moderate growth in 2018 for the test equipment sector, said Sia.

According to MarketsandMarkets, a leading international market research firm, the smart sensor market is expected to grow from US$18.58bil in 2015 to US$57.77bil by 2022, at a CAGR of 18.1% between 2016 and 2022.

It said that in terms of unit shipments, the global smart sensor market is estimated to grow at a double-digit growth rate between 2016 and 2022.

“In the current market scenario, there is a growing demand for smart sensors in the consumer electronics, automotive and healthcare industries, and in some industrial sectors such as textile, material manufacturing, and food and beverage, among others.

“This is attributed to the increasing demand for sensing technologies among various sectors and the growing vehicle production in economies such as Japan, China, the US and India,” said the report.

TAGS / KEYWORDS:
Automotive , semiconductor

Posted by erkongseng > 2017-07-27 20:52 | Report Abuse

套好安全带，随时另一仑的开跑。

Posted by UMA > 2017-07-27 22:12 | Report Abuse

來來来....赿吹赿大....好玩！

Posted by UMA > 2017-07-27 22:43 | Report Abuse

Erkongseng套好安全帶一起去荷蘭....

Posted by nekosan > 2017-07-27 22:59 | Report Abuse

guys, fyi erkongseng ask people to buy ancom at 1.02, then ancom all the way down to 0.7 ... erkongseng immediately delete all his post and come to mmsv ...

you all think he really call up mmsv ?

is because luck only ... mmsv is brought up by fund and at the same time, he post so many ANALysis on mmsv and u all treat him as god ?

Posted by nekosan > 2017-07-27 23:00 | Report Abuse

erkongseng 套好安全带，随时另一仑的开跑。
--------------------
oii when ancom go 1.5 ? why you delete all your ancom post ?

Posted by UMA > 2017-07-27 23:43 | Report Abuse

Ancom的散户真可怜，明明賺錢的，即被erkongseng搞道住套房......

Posted by UMA > 2017-07-27 23:46 | Report Abuse

Mmsv的散户迟点又要去住套房....

Posted by UMA > 2017-07-27 23:48 | Report Abuse

什麼叫基本面，什麼叫技術面.....Erkongseng完全不会.....

Posted by nekosan > 2017-07-27 23:50 | Report Abuse

erkongseng, let me warn you, mmsv will surely go to 2, u dont think u are expert by that time and deserve to be respected here ... pui

you follow the wind only !

Posted by voonyoke > 2017-07-27 23:52 | Report Abuse

UMA u lose a lot in ancom due to erkongseng? btw, buy/sell on own risk.Don't blame others.

Posted by nekosan > 2017-07-27 23:52 | Report Abuse

erkongseng 0.845趁低買入，幸福的未來值得等。
25/01/2017 15:10
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today is 27/07/2017 - melati price - 0.83