Posted by kakashi > 2015-03-06 02:56 | Report Abuse

If it breaks RM6.5 tomorrow, we will see new heights in 2 years. so, technically, its going to be an important closing tomorrow

Posted by kakashi > 2015-03-09 14:47 | Report Abuse

Ya, as seen, not able to close above RM6.5. Start to show weakness,...technically, 6.5 still a very strong resistance. might take profit on some units first.

Posted by kakashi > 2015-03-09 14:47 | Report Abuse

KLSE drop below 1800 psychology level.

Posted by 100_Seeker > 2015-03-19 12:12 | Report Abuse

Engine seems like resting.. Reluctantly to accelerate especially resistance at RM6.40- 6.50 previous highest level. Buying power not strong unless good news come out to stimulate buying power n build confidence. Nevertheless, still well stay at this price. Direction to go next really no one can predict. One n half month to go to see quarterly results and dividend. Let,s toss for better one.

Posted by Johnnys > 2015-03-20 17:07 | Report Abuse

Good Result it should go beyond RM 7.5

Posted by hatnag > 2015-03-20 21:59 | Report Abuse

Rising, like a phoenix, from the ashes of the last sad decade.否 极 泰 来。

Posted by kakashi > 2015-03-25 18:46 | Report Abuse

looks good right? RM7 so close... $$$$

Posted by kakashi > 2015-03-26 14:59 | Report Abuse

Take profit ! Cash in , RMxx k net profit. Haha....see ya

Posted by Johnnys > 2015-03-26 15:00 | Report Abuse

kakashi, what you mean? you mean sell to take profit?

Posted by hatnag > 2015-03-28 13:36 | Report Abuse

Too early to take profit. It's a long journey!

Posted by Johnnys > 2015-03-30 13:32 | Report Abuse

Hope can close above RM7

Posted by coondibesar > 2015-04-01 15:37 |

Post removed.Why?

Posted by lanchiolang11 > 2015-04-01 16:00 |

Post removed.Why?

Posted by kakashi > 2015-04-01 19:01 | Report Abuse

Johnny..ya. .i sold. .but i buy back at rm7... haha. .. hanging on right now

Posted by 8wpwtmt8 > 2015-04-07 16:17 | Report Abuse

Is it the weakening of the US dollar pulling this stock down to 6.77 now?

Posted by samer > 2015-04-08 15:47 | Report Abuse

don't worry ! sure go up

Posted by thinkmacambuffet > 2015-04-09 13:34 |

Post removed.Why?

Posted by thinkmacambuffet > 2015-04-09 13:36 |

Post removed.Why?

Posted by samer > 2015-04-09 14:01 | Report Abuse

dividend coming!

Posted by samer > 2015-04-09 20:42 | Report Abuse

thinkmacambuffet, what's your TP for this one?

Posted by news > 2015-04-14 16:13 | Report Abuse

Come on MPI. Time to start moving to the next level.
Need you to report another 25-30c eps in this just ended quarter.

Posted by Mordecai > 2015-04-21 16:00 | Report Abuse

Gog go go Mpi!

Posted by leehualoon > 2015-04-23 15:23 | Report Abuse

World Semi-Conductor Trade Statistic: "Global semicon market projected to grow by 4.9% this year."
http://www.theedgemarkets.com/my/article/global-semicon-market-projected-grow-49-year-says-wsts

Posted by lching > 2015-04-28 12:19 | Report Abuse

so scary, what happened in MPI?

Posted by bsngpg > 2015-04-28 21:23 | Report Abuse

My opinion: Ringgit is getting stronger, thus people think that earning of exported oriented companies will be affected, therefore they dumped related companies such as MPI, Inari, Homeritz, Wellcall. GTronic is temporarily spared.

Posted by lching > 2015-04-28 22:39 | Report Abuse

bsngpg, prefer to take profit in the near term. sigh......my profit evaporated sooooo much....sooooo fast.....:(

Posted by bsngpg > 2015-04-29 06:35 | Report Abuse

lching: My paper profit evaporated a lot too, not only in MPI but also JCY, Salcon, Inari. Contrary to your preference in profit taking, if there is another 10% drop, I will add MPI. Good luck.

Posted by RosmahMansur > 2015-04-29 11:14 | Report Abuse

Today MPI will release Q3 report, hope to have a bumper result as Gtronics.

Posted by Johnnys > 2015-04-29 18:39 | Report Abuse

thinking to buy more JCY, sold some at 0.80, bsngpg what you think?

Posted by hatnag > 2015-04-29 19:48 | Report Abuse

Third qtr results (eps 15+ sen) and dividend of 13 sen is considered very satisfying. Management guided an even stronger 4th qtr! Do take note folks.

Posted by Unbeatable Nick > 2015-04-29 19:52 | Report Abuse

will it repeat what happened to UNISEM today? Reported good results yesterday but closed in red today! :/

Posted by bsngpg > 2015-04-29 20:57 | Report Abuse

Johnnys was very lucky selling JCY at 0.80 which is almost the highest within this few months. I had lost 1 paper Iphone6 leh.
I would keep it till the release of the new qtrly report. Good luck.

Posted by news > 2015-04-29 23:09 | Report Abuse

Super qtr by MPI! Revenue and profit growing over last 4 qtrs!
Without the currency hedging, this qtr eps will be above 20c.
If the RM keeps strengthening over the next couple of months, we can expect another bumper qtr. with the correct currency hedging in place.
Fair value easily above RM8.

Posted by Johnnys > 2015-04-30 11:06 | Report Abuse

bsngpg, I bought many ar 0.50++, unload half of it, and now thinking to buy back the half I had sold to keep.

Posted by bsngpg > 2015-04-30 15:38 | Report Abuse

Good luck. One thing to consider: “crude oil and ringgit are strengthening". RM is a key element to the earning of JCY.

Posted by kakashi > 2015-04-30 17:08 | Report Abuse

Hello guys, hows MPI doing for u guys? too bad impressive MAy earnings but dampen by correction. Nonetheless, MPI fans should be already getting 20% or more in this year alone. NOw i am holding paper loss, bought 6.86, today closing at 6.65. Try to offset it by dividend.

Posted by bsngpg > 2015-04-30 17:17 | Report Abuse

It should not be to hard to recover 6.86. I opine 7 is easy to reach again, that's why I plan to add more if it drops for another 10% yesterday. However, it instead rebounded.

Posted by i3i2i1 > 2015-05-05 14:31 | Report Abuse

bsngpg, what is the PE for MPI?

Posted by hatnag > 2015-05-05 18:42 | Report Abuse

Kenanga raised TP to RM8.90.

Posted by bsngpg > 2015-05-05 18:59 | Report Abuse

I agree with the assessment by Kenanga and the new TP at RM8.90.

Posted by bracoli > 2015-05-06 05:56 | Report Abuse

Stay sideline and collect..

Posted by Johnnys > 2015-05-06 08:53 | Report Abuse

If next quarter present same result as this quarter mean TP can be nearly RM10.

Posted by bracoli > 2015-05-06 13:29 | Report Abuse

13sen dividen

Posted by i3i2i1 > 2015-05-06 13:46 | Report Abuse

from Kenanga:
We came away from MPI’s 3Q15 results briefing with our POSITIVE
conviction reaffirmed as we gather that the group’s healthy and
strategic product mix (Smartphones/Tablets: 38% and Automotive:
22% which give a balanced exposure of cyclical segments and
defensive segments) are turning more fruitful to earnings. We were
also POSITIVELY SURPRISED that its subsidiary Carsem, has been
crowned as the Global No.1 volume producer of MLP. Management
has guided a sequential revenue growth of at least 10% (in USD
terms), on the back of new product pipelines for Smartphone and
Automotive segments. Post-results, we have increased our FY15-
FY16 earnings estimates by 17%-24% to account for the
assumptions of higher revenue from its new products and better
product mix. We see its share price weakness as good
opportunities for share accumulation and for exposure to the tech
upcycle. We like MPI with investment merits backed by its resilient
earnings prospects (2-year NP CAGR of 28%) as well as the
management’s foresight in strategizing for the various tech-cycles.
We reiterate our OP recommendation with a higher TP of RM8.90
(from RM7.60). This is based on a 15.5x FY16E EPS, a valuation
which is broadly in line with the forward valuation of OSAT players
in Malaysia

Posted by bsngpg > 2015-05-06 19:02 | Report Abuse

Added 2 more.

Posted by bsngpg > 2015-05-06 19:16 | Report Abuse

全球銷售連升23月‧半導體勢不可擋 http://biz.sinchew.com.my/node/114878

Posted by Johnnys > 2015-05-06 20:07 | Report Abuse

will add more if below RM 6.5

Posted by bracoli > 2015-05-06 20:41 | Report Abuse

Its good to stay sideline... Collect.. Kikikiki

Posted by kakashi > 2015-05-07 14:48 | Report Abuse

May stil prove to be a beat ass month for stock. With Yellen's comment, i think we are in correction mode. Dont plan to fight the herd. Sold MPI last week and wait for the water to calm first

Posted by bsngpg > 2015-05-07 16:00 | Report Abuse

Added again at 6420. kamikaze !!!