Engine start for Malaysia EMS ? I guess yess, EMS deserve more attention from PH now... As EMs can contribute significantly to our economic for the next 10 years or more ...
With passive component shortage issues solved with MACE contribution, expecting higher sales in coming this month Q. To compare last year Q3 sales, possible another 20% up on top and bottom line. May have small surprise on Aerospace contribution also. Who know, BUY..BUY..BUY
During agm already mention they are target for double digit growth for FY18. Q1 and Q2 is negative growth compare FY17. Q3 and Q4 should be ramp and surge with few head lamp projects kick in
From now on automotive semiconductor stocks are likely to perform better than stocks of semiconductor for smart phones due to a decreasing demand for smart phones.
Analysts are now very bullish about automotive semiconductor stocks. Read the below.
The company will continue to benefit from its exposure in the automotive segment which offers bright prospects, backed by rising global light vehicle sales and growth in semiconductor content in automobiles. Furthermore, MPI’s strong net cash position opens up opportunities for the group to acquire new technologies, particularly in the automotive space. https://klse.i3investor.com/servlets/ptres/47789.jsp
1Q19 CNP is within our expectation but beat consensus’. No changes made to our earnings estimates. A better prospect is imminent backed by cleaner portfolio alongside better earnings quality from Automotive-centric business. MPI offers the best value proposition amongst all, in our view, following its unjustifiably cheap valuation, all against its improving earnings profile which warrants a 2-year CNP of 8%. Upgrade to OP with an unchanged TP of RM12.20. https://klse.i3investor.com/servlets/ptres/47780.jsp
Meanwhile, higher contribution of sensors-related packaging business from the Automotive side will lend strength to prospects. All in, this should help the group to weather through the industry slowdown. Meanwhile, 2H19 should see meaningful contribution from its new high-margins products, i.e. MEMS, Copper clips and Flipchips (for application in Automotive sensors and Industrial segments), which should drive management’s previous assumption of 5% growth in USD terms. We made no changes to our 6% USD sales growth in FY19 for now. https://klse.i3investor.com/servlets/ptres/47780.jsp
wow, automotive semiconductor stocks are very promising!
CAGR of 13.1% from 2018 to 2023!!!
DALLAS, Nov. 12, 2018 (GLOBE NEWSWIRE) -- According to a new market report published by Lucintel, the future of the global automotive semiconductor market looks promising with opportunities for passenger cars, commercial, and electric vehicles. The global automotive semiconductor market is expected to reach an estimated $67.5 billion by 2023 with a CAGR of 13.1% from 2018 to 2023. The major growth drivers for this market are increasing vehicle production, increasing electronic content per vehicle, and growing demand for advanced vehicle safety and comfort systems.
I totally agreed with hstha. My relative is working in JHM. According to him the volume still very good. The coming Q result is pretty good. Do not sell it. Pls wait for the coming Q result.
I told your already, JHM has a very high production volume. The coming Q result is very good. Please note that JHM is not depend on IPhone. We should wait until Q result release. It should release very very soon.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
EatCoconutCanWin
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Posted by EatCoconutCanWin > 2018-11-02 08:12 | Report Abuse
erm...can refer the US index compare to m'sia meh?