Posted by snowball001 > 2017-09-25 22:33 | Report Abuse

Apple told suppliers of iPhone X components to reduce shipments, according to Taiwan-based insiders. Only 40% of the expected amount is shipped for the initial launch of the new Apple flagship, the sources confirmed. Some manufacturers, though, still struggle to cope even with the new, lowered orders.
http://www.gsmarena.com/apple_lowers_iphone_x_component_supply-news-27435.php

Posted by snowball001 > 2017-09-25 22:36 | Report Abuse

Apple set for worst week in 17 months, sheds $43bn in market value
https://www.ft.com/content/4be6a40f-0e3c-35a2-8969-823ca3b0cb04

Posted by RJ87 > 2017-09-26 01:01 | Report Abuse

Snowball must be collect so damm much

Posted by EveryoneCanTrade > 2017-09-26 06:39 | Report Abuse

is a time to rebound

Posted by zx08 > 2017-09-26 07:22 | Report Abuse

Snowball so hardworking making panic here, he ytday keep buying vis @ discounted price. Today he wan add more. He is my fren, he laughing at those sold to him.. Haha.. Guys, dun be fooled by him. He is so selfish. Asking u all to sell to him @ this price. Be a smart one. Buy or hold. ! Add more !

Posted by Tan Hong > 2017-09-26 08:26 | Report Abuse

@zx08 .... he too "out face" call sell lol.

Posted by Alex Foo > 2017-09-26 08:27 | Report Abuse

cindycat..I can't find that Vis is using built to order business model. any link to help me?

Posted by Alex Foo > 2017-09-26 08:32 | Report Abuse

ok snoopy...will study past quarters.....so if I assume it well, there is no official statement by Vis that they are using build to order

Posted by Alex Foo > 2017-09-26 08:33 | Report Abuse

if so, can I point to EG? inventory also building up, build to order guarantee potential sales?

Posted by RJ87 > 2017-09-26 08:42 | Report Abuse

See historic conversion and ROE.
It's best u hv more info about its current order book.

Posted by Alex Foo > 2017-09-26 08:49 | Report Abuse

my noob accounting knowledge tells me that sales is recognized once it is earned.

at what stage is it considered 'earned'?

it's when there is a transaction between willing buyer and seller.

so, since vis seems it best to call these inventories as 'potential sales', my initial conclusion is that they have secured zero sales for these, at this point of time.

is t legally bound for the customer to purchase these months after its initial agreement? is there room for cancellation?

but, if it is build to order, the game will change.

Vis received customer order for delivery at certain time, so Vis proceeds to manufacture these and sell it to them. why is it still sitting as inventories? accounting dating problem?

at what point exactly is sales materialised? is it upon payment? no. it is upon delivery or product to th customers..

so....yeah.....itu lah potential sales. next Q will become actual sales when the product is delivered, regardless whether it is on cash or credit.

Posted by Alex Foo > 2017-09-26 08:50 | Report Abuse

but again, every company can claim their inventories are potential sales. but isn't inventory pulling up one major sorry of every investor?

Posted by Alex Foo > 2017-09-26 08:51 | Report Abuse

ok, will look thru. tq

Posted by Tan Hong > 2017-09-26 09:16 | Report Abuse

still sit in the inventories , possible because the raw mat need lead time ( vendor produce time + shipping time + processsing time + blablabla time). some raw material need longer time to delivery. they can't really wait till last minutes to buy the item.

Posted by Tan Hong > 2017-09-26 09:18 | Report Abuse

in that case, is show that management have a good inventories management and reduce inventories cost and increase warehouse spacing

Posted by Tan Hong > 2017-09-26 09:23 | Report Abuse

book to order make sense, normally company to exercise good inventory control, raw mat or finished goods, if create more finished goods but and wait for customer to buy it, then seems not a good choice. company like apple, then is possible, because they can't wait customer to order only they build (some shorter time maybe they can do like this). book to sell normally is for customer that can't wait or they refer back their old sales history to produce.

Posted by hstha > 2017-09-26 09:29 | Report Abuse

Overbought

Posted by hstha > 2017-09-26 09:36 | Report Abuse

Too high P/E

Posted by William Tan > 2017-09-26 10:03 | Report Abuse

tanhong: thanks ur good information hope the price can recover soon

Posted by Alex Foo > 2017-09-26 10:03 | Report Abuse

ya....so Tan Hong, if i say there's no 100% certainty that vis is applying build-to-order, can my statement be debunked?

Posted by Tan Hong > 2017-09-26 10:30 | Report Abuse

this u need to go to AGM ask already. normally statement won tell is book to order or book to sell. i also don know. but, logically, they won build and sell without customer order. manufacturing machine unlike manufacturing shampoo, and unlike houses, there is a possible book to sell if their machine is very standard and not very high cost. tesla also book to order, proton not sure la lol..but i think they book to sell more lol

Posted by paktua73 > 2017-09-26 11:01 |

Post removed.Why?

Posted by Alex Foo > 2017-09-26 11:27 | Report Abuse

so ok ba....i tot vis build to order is a confirmed stuff. thanks anyway. wish vis shareholder huat.

Posted by hstha > 2017-09-26 11:31 | Report Abuse

The sto,k price is likely to drop gradually like Sam Engineering. You can choose better stocks than this one.

Posted by leslieroycarter > 2017-09-26 11:38 | Report Abuse

it will take time to recover...

Posted by leslieroycarter > 2017-09-26 11:39 | Report Abuse

oversold more than 10 mi shares...

Posted by snowball001 > 2017-09-26 11:46 | Report Abuse

Inari -4.45%

Vis is too overbought.

Posted by snowball001 > 2017-09-26 11:48 | Report Abuse

Mmsv - 4.28%

Posted by Tan Hong > 2017-09-26 11:49 | Report Abuse

@hstha, every stock people buy and sell. don like sell or if you like it then buy lol. each stock sure got people see potential , some see bad. u can't take sam eng to compare, sam eng net profit is dropping each year.

VIS last year earn net profit qtr 1,2 and 3 is 2149mil, annually total is 4296mil
VIS this year earn net profit qtr 1,2 and 3 is 4205mil, very close to last year whole year sales.

base on 2149 over 4205mil .. over 95% sales net profit increase .. think about it.

so, very depend on individual. obviously VIS is seasonally, not every qtr will good. what is see is global demand for electronic sector are increasing, there have a bigger pizza to share lol ...

Posted by Tan Hong > 2017-09-26 11:50 | Report Abuse

@snowball001 .... tat fat kim pasal lol

Posted by Aries > 2017-09-26 12:05 | Report Abuse

Well said, Tan Hong. VIS has turned around this year , I think it is progressing quite well.

Posted by William Tan > 2017-09-26 13:29 | Report Abuse

tanhong:VIS last year earn net profit qtr 1,2 and 3 is 2149mil, annually total is 4296mil
VIS this year earn net profit qtr 1,2 and 3 is 4205mil, very close to last year whole year sales.

here is a interesting part to make me buy more

Posted by Tan Hong > 2017-09-26 13:37 | Report Abuse

@william tan ..... cash is king. now u got cash, you are king now. waakkaka ....

Posted by William Tan > 2017-09-26 13:43 | Report Abuse

tan hong: need see tonite us teck moving lagi.

Posted by Tan Hong > 2017-09-26 13:49 | Report Abuse

ww3 pasal hahahaha.... fat kim won hit usa first, usa also not dare to hit fat kim first. fat kim know now is not a right time ...mana potion not yet full, can't combo lol. usa is business man, everything profit and advantage first

Posted by William Tan > 2017-09-26 13:53 | Report Abuse

sept almost ending...hope oct is good beginning!!
budget going to announce in oct
jack ma come on oct

Posted by Lai Ah Foo > 2017-09-26 16:45 | Report Abuse

Moving up ! Go ! Go !

Posted by Alex Foo > 2017-09-26 16:46 | Report Abuse

vis comeback? hmm....

Posted by IloveInvest > 2017-09-26 16:50 | Report Abuse

is a U shape for today, looking good, not so fast, will take time, expect take 1-2 months

Posted by Jane1029 > 2017-09-26 16:52 | Report Abuse

Tp remain intact?

Posted by Tan Hong > 2017-09-26 17:26 | Report Abuse

banker like to use chance to push down a lot the price then buy back ... specially got "good news" (for us is bad news lol)

Posted by Jane1029 > 2017-09-26 17:30 | Report Abuse

To force those traders panic selling to the banker

Posted by EveryoneCanTrade > 2017-09-26 17:50 | Report Abuse

VIS is rebound , tmr may hit 1.2 and continuous up. Last Thursday, I monitor the VIS price up from 1.26 to 1.33 within 20 minutes. Fund is doing something now

Posted by Snoopy仔 > 2017-09-26 17:52 | Report Abuse

Good rebound today!! Sad for those panic sellers~~

Posted by tecpower > 2017-09-26 18:30 | Report Abuse

Overbought stock! too high P/E.

What a joke! Sell the stock in tomorrow's morning.

Today

Pentamaster -3.87%
Inari -3.24%
MMSV -3.74%
MPI -2.42%
26/09/2017 18:29

Posted by snowball001 > 2017-09-26 19:35 | Report Abuse

Lukewarm response to iPhone X casts doubt on semiconductor boom http://www.theedgemarkets.com/article/lukewarm-response-iphone-x-casts-doubt-semiconductor-boom

Posted by snowball001 > 2017-09-26 20:54 | Report Abuse

Surprisingly poor turnout for iPhone 8 launch in Sydney
https://www.nst.com.my/lifestyle/bots/2017/09/282657/surprisingly-poor-turnout-iphone-8-launch-sydney#cxrecs_s

Posted by snowball001 > 2017-09-26 21:05 | Report Abuse

新產品好兆頭難再　蘋果市值蒸發2374億 | http://www.klsescreener.com/v2/news/view/285371

Posted by zx08 > 2017-09-26 22:17 | Report Abuse

Snowball001 and tecpower.. Both joker. Hammer , tomorrow further up! Snowball vis not selling iPhone la.. Keep share Iphone for what ? Sohhai snowball

Posted by zx08 > 2017-09-26 22:47 | Report Abuse

Guys, big fund is collecting! What a good hammer when last min. Big player is in