Posted by erkongseng > 2017-08-08 07:59 | Report Abuse

今日 07:15 國際財經
半導體股支撐 道指標普齊創新高


半導體類股份牽動，美國股市周一上揚。道瓊斯工業平均指數連續第9天創新高，標準普爾500指數也創下收市新高。

道指收市升25點或0.12%，報22118；標普500指數升4點或0.16%，報2480；納斯特綜合指數升32點或0.51%，報6383。

標普11個主要分項內，8個上升，半導體類股份表現較佳，升1.7%，ON半導體升8.2%，Lam Research漲3.9%，Nvidia升3.1%。

Boston Private Wealth首席市場策略師Robert Pavlik表示，通脹溫和、利率低企與企業盈利理想，令到股市缺乏大幅向下調整的理由；但同樣地，沒有個別行業可帶領大市急升，因此觀望氣氛濃。

Posted by lzz88 > 2017-08-08 08:33 | Report Abuse

dunt simply just post general news la.. like this called analyst? shame on you.

Posted by Daren Ng > 2017-08-08 09:47 | Report Abuse

trader1964 really dont know, you seem the only one here talking sense. You and berkshire lol, others all running their mouth about how somone made them lose.

Posted by geary > 2017-08-08 10:20 | Report Abuse

OLED...??? http://www.valuewalk.com/2017/07/universal-display-corporation/

Posted by BERKSHIRE > 2017-08-08 10:30 | Report Abuse

trader1964 Why drop after 4pm yeaterday ?
08/08/2017 06:52
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Very small correction only, might be ppl take profit, else maybe fund managers want to create fears by making "open high close low" graph for some TA player...
Nothing to worry..

Posted by BERKSHIRE > 2017-08-08 10:32 | Report Abuse

Daren Ng, since we know what we r doing n not listen advice from others to invest in MMSV, so what we have to do is just sleep well n wait for the QR! hahahaha

Posted by lsv1977final > 2017-08-08 10:35 | Report Abuse

Big discount

Posted by nekosan > 2017-08-08 10:36 | Report Abuse

erkongseng Joan:ancom 因业积不理想，全年eps=7.9sen,现价位70sen交易其pe =8.7倍，己下跌至物有所值，未來净利如跟上与企业消息释出还有堃回返90sen,供参考，无買賣建议。
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really the best ANALyst

Posted by nekosan > 2017-08-08 10:37 | Report Abuse

feiloh Once erkongseng stop posting...These two guys will go away
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no worry he will go away once mmsv sink more. and he will delete all his comments ... to maintain his reputation as master ANALyst

Posted by Daren Ng > 2017-08-08 10:39 | Report Abuse

berskshire, i dont understand these people i swear they fear so much, i dont understand why .its quite stupid even the director has bought the shares.

Posted by BERKSHIRE > 2017-08-08 10:52 | Report Abuse

haha, cuz loser tends to be like that... Always blaming, that's why they cannot be successful person in real life, unless they change their attitude! cheers! hahahaha

Posted by BERKSHIRE > 2017-08-08 10:57 | Report Abuse

Market overreacted to good company...

Global funds cut holdings of Malaysian debt to RM192 billion in July
http://www.theedgemarkets.com/article/global-funds-cut-holdings-malaysian-debt-rm192-billion-july?type=malaysia

Posted by lsv1977final > 2017-08-08 10:58 | Report Abuse

Big discount

Posted by BERKSHIRE > 2017-08-08 11:02 | Report Abuse

Got Big volume sapu 1.6x hahaha

Posted by Daren Ng > 2017-08-08 11:26 | Report Abuse

berkshire what price you bought it bro? i bought from 0.86 with 10k shares then another one at 1.4 with 5k shares something then another one just at 1.67 with 5k shares.

Posted by paktua73 > 2017-08-08 11:41 |

Post removed.Why?

Posted by HITnRUN > 2017-08-08 11:48 | Report Abuse

I sapu

Posted by paktua73 > 2017-08-08 11:49 |

Post removed.Why?

Posted by BERKSHIRE > 2017-08-08 11:53 | Report Abuse

Daren Ng, I remember I frist bought MMSV @0.64, then @0.9x , @1.1x, and last @ 1.5x....
Thats why today 5% drop consider very ok for me! hahahaha

Posted by BERKSHIRE > 2017-08-08 11:55 | Report Abuse

Omg HitnRun bought again! hahaha Anyone still scare? hahaha

Posted by lsv1977final > 2017-08-08 11:55 | Report Abuse

They anticipated this. After this, fly high

Posted by BERKSHIRE > 2017-08-08 11:56 | Report Abuse

Old man tut tut buy more in good company only earn more.. How to die big leh! :)

Expect MYR drop kaw kaw, then we huat jaw kaw! haahahaha

Posted by kennyku > 2017-08-08 12:01 | Report Abuse

Just bought 5k unit at 1.720 price hehe

Posted by BERKSHIRE > 2017-08-08 13:40 | Report Abuse

nekosan Kennyku lowest 1.67 and you go buy 1.72 ....
08/08/2017 13:09
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if u know when would be the lowest price level then u r god loh!
Ppl who always say buy at the lowest n sell on the highest might be a liar also! hahahaha

Posted by paktua73 > 2017-08-08 15:47 |

Post removed.Why?

Posted by kennyku > 2017-08-08 15:50 | Report Abuse

If i always know the lowest price... i am god already... and if all ppl know it... no ppl lose money already....

Posted by BERKSHIRE > 2017-08-08 16:08 | Report Abuse

why don't old man dumb dumb hold good company shares then sleeping tut tut and earn big big mah! I saw old man play contra on many counter oh! hahahaha

Posted by Joan33 > 2017-08-08 19:45 | Report Abuse

Ancom的股友全部來了这里，
mmsv会不会沉船....

Posted by BERKSHIRE > 2017-08-08 20:01 | Report Abuse

Joan33 Ancom的股友全部來了这里，
mmsv会不会沉船....
08/08/2017 19:45
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Another loser here, it is "Joan33", a person who lose money because of lousy picking skill / listen to pasar malam rumours!
Ha, what a low life person! come on, don't always blame others & please try to earn RM10 in stock market for McDonals pls! hahaha

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

Positive global semiconductor sales growth seen
MIDF Research
/
The Edge Financial Daily

August 08, 2017 10:18 am MYT
This article first appeared in The Edge Financial Daily, on August 8, 2017.
-A+A
Technology sector
Maintain positive: Worldwide sales of semiconductors in June 2017 grew strongly by +23.7% year-on-year (y-o-y) to US$32.6 billion (RM139.53 billion). Such pace of sales growth was last seen in September 2010 when sales increased by +25% y-o-y. This also marked the highest-ever sales recorded for the month of June. Inclusive of this, the global semiconductor sales have been growing on a y-o-y basis for the past 11 months since August 2016. Notably, global semiconductor sales grew at a faster pace of more than +20% y-o-y for the past three consecutive months since April. All markets posted strong double-digit growth on a y-o-y basis of at least +18% y-o-y. The American market was particularly robust, growing by +33.4% y-o-y to US$6.6 billion. This was followed by the Chinese market at +25.5% y-o-y.

Cumulatively, global semiconductor sales in the first half of 2017 (1H17) amounted to US$187.9 billion, an increase of +20.8% y-o-y. This was within the World Semiconductor Trade Statistics’s expectations, accounting for 49.7% of full-year 2017 sales forecast of US$377.8 billion. To recall, the healthy increase was partly driven by lower volume order in 1H16, which was caused by elevated inventory levels as well as strong dollar in some regions.

The Semiconductor Industry Association commented that “conditions are favourable for continued market growth in the months ahead”. Historically, positive June month-on-month (m-o-m) growth in 2016 and 2014 led to a very strong 2H. On the contrary, negative June m-o-m growth in 2015, 2012 and 2011 led to a stagnant 2H. Taking cue from June sales, which grew by +2% m-o-m, we expect that monthly semiconductor sales should increase steadily throughout the third quarter of 2017 before tapering off towards the end of the year. Premised on this, we do not discount the possibility that there could be further upward revision for full-year 2017 sales projections.

The North America-based manufacturers of semiconductor equipment recorded billings of US$2.3 billion in June. This represented an increase of +33.4% y-o-y compared with June 2016 billings of US$1.7 billion. Inclusive of this, billings have been growing on a y-o-y basis for the past 14 months since May 2016, with the exception of September 2016, when a slight contraction of -0.1% y-o-y was recorded. Cumulatively, 1H17 billings surged by more than +50% y-o-y to US$12.6 billion.

In recent years, the China government has been supporting the Chinese domestic semiconductor industry with tremendous capital budgets. This has led to China gradually playing a pivotal role in upholding the demand of semiconductor products. At present, sales from China account for one-third of global sales. China is also the main export destination of Malaysian semiconductor products.

Moving forward, we expect the sales growth momentum emanating from China to remain robust in the foreseeable term. In the immediate term, we expect the global semiconductor sales to continue to record positive sales growth on a y-o-y basis. Our view is reinforced by June sales figure, which remained encouraging.

Apart from the smart devices segment, we also expect healthier demand for the automotive, storage and healthcare markets. The automotive market will be driven by the continuous efforts to increase the average semiconductor content per vehicle. Demand from this market is also less susceptible to seasonality factors, thus providing a steadier stream of revenue. Meanwhile, higher demand for the storage market would be supported by the cloud computing and data centre industries.

All factors considered, we maintain our “positive” stance for the technology sector. — MIDF Research, Aug 7

Posted by erkongseng > 2017-08-08 22:41 | Report Abuse

0113 MMSV MMS创投 转主板股价须多少?
http://kongsenger.blogspot.my/2017/08/0113-mmsv-mms.html

Posted by Joan33 > 2017-08-08 23:26 | Report Abuse

Erkongseng,我昨天卖了，明天再买回。
目標价rm3.07

Posted by erkongseng > 2017-08-09 08:53 | Report Abuse

joan:恭喜你做了明智的选择。

Posted by Joan33 > 2017-08-09 17:47 | Report Abuse

明天再跌再加.....

Posted by chl1989 > 2017-08-10 08:43 | Report Abuse

bro hitnrun, q3 & q4 business as good as q1? :)

Posted by erkongseng > 2017-08-10 10:19 | Report Abuse

2017 eps=10_12sen,pe=25,stock price=rm2.50_3.00

Posted by slng > 2017-08-10 10:46 | Report Abuse

matter of time before it went boom...probably after SC announcement. that's how pts move for MY stock market

Posted by Nickhong > 2017-08-10 11:25 | Report Abuse

From 1.87 down to 1.68,result will announce soon,result bad news?

Posted by traderman > 2017-08-10 15:02 | Report Abuse

erkongseng 2017 eps=10_12sen,pe=25,stock price=rm2.50_3.00
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lol ... you use back the same method to derive ancom target price to 1.5 ...

Posted by Nickhong > 2017-08-10 15:20 | Report Abuse

Why many sound about erkongseng?

Posted by Ab8376 > 2017-08-10 15:40 | Report Abuse

Need time to settle down the investor's emotion defect, at least 10 working days to calm down. Then slowly move again , if there is no special situation happen. so 7 at least 7 to 8 more days

Posted by traderman > 2017-08-10 16:13 | Report Abuse

sorry erkongseng, if you go tell people how u derive target price, eps x pe ... this totally show how noob and low class you are, you already make the mistake for ancom, now you do the same for mmsv ...

Posted by lsv1977final > 2017-08-11 06:46 | Report Abuse

http://www.klsescreener.com/v2/news/view/266885

Fundamental still excellent

Posted by erkongseng > 2017-08-11 06:55 | Report Abuse

纯属个人简单计算，无買賣建议，哈哈！

Posted by paktua73 > 2017-08-11 09:05 |

Post removed.Why?

Posted by cljy > 2017-08-11 11:22 | Report Abuse

https://www.themalaysianinsight.com/s/10386/

Posted by Daren Ng > 2017-08-11 14:03 | Report Abuse

paktua73, you suda tua la. jokes are you doing paper trade or did you actually buy???

Posted by Nickhong > 2017-08-11 16:34 | Report Abuse

Haha

Posted by erkongseng > 2017-08-11 16:47 | Report Abuse

杨德龙：经济新周期中的投资机会
http://xw.qq.com/FIN/20170811008535/FIN2017081100853503
在新周期中，投资机会主要将产生于两个方面，一是来源于消费升级，像白酒中以茅台为代表的高端酒的价格不断上涨，其实就是消费升级的一种体现，而低端酒的股价则基本没有什么变化，当然还有很多其他的消费升级，比如对于电子、人工智能等的需求在逐渐提高。第二则是来源于高科技类的新兴产业。当前我们正处于第四轮科技革命之中，在这轮科技革命之中美国已经处于了领先位置，美国的前十大市值的股票中有七只属于科技股，其股价可以说是“一飞冲天”，当然，我们也不甘落后，中国的科技股中也会有些优秀的股票成长起来，科技股的投资机会在未来会逐渐的显现出来。

Posted by paktua73 > 2017-08-11 18:27 | Report Abuse

Ha ha ala olang ask oldman either real buy or false..
Old man answer..
Noo laa..
Old man always lie one
don't trust one..
Just sell now will know old man is lie one..
Trust don't trust..old man king trader one..