VSTECS EPS just released 5.5 cents! Amazing results! Quarter to Quarter shot up 28%! Better than KGB
For Q3 FY2024, the revenue increased by 30.2% to RM841.8 million from RM646.4 million last year attributed to recovery in both consumer and enterprise product and new product launching. Accordingly, gross profit (GP) increased by 28.6% to RM48.9 million from RM38.1 million last year.
If I had to bet RM840 just to win RM19, I'd pass. I'd rather go for KGB with a better chance of winning big – plus, their winning margin could keep growing because of their moat. VSTECS is just a distributor only, and a bad one - with just a 2% margin.
According to one analyst who attended the briefing, Kelington’s tender book jumped by RM1 billion after bidding for an ultra high purity (UHP) gas job for Taiwan Semiconductor Manufacturing Company Ltd’s plant in Germany.
Kelington's order book reached RM1.45 billion at end-September, from RM1.29 billion in June, while its tender book surged to an-all time high of RM2.62 billion.
“Our network and channels have been built over three decades and it will be very tough for any new entrants to come in over the short term. Our profits have almost doubled over the last three years and we believe the best is yet to come,” he says.
According to one analyst who attended the briefing, Kelington’s tender book jumped by RM1 billion after bidding for an ultra high purity (UHP) gas job for Taiwan Semiconductor Manufacturing Company Ltd’s plant in Germany.
i collected KGB-WB at 56c, 44c, 38c, rm1.75, rm1.72 mainly because of goh sifu buy call. Never sold any, in fact thinking about converting them to mother next year
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....
pang72
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Posted by pang72 > 1 month ago | Report Abuse
Tmr another great show...