Posted by RainT > 2018-09-23 11:41 | Report Abuse

Why sell Mpi ?

The future growth no more ?


Share price is overvalue now ?

Mpi up n up ....sky is the limit

Posted by dompeilee > 2018-09-27 17:11 | Report Abuse

Sold some @ 12.76 last week & was unhappy when it closed @ 13.20...Happy now =)

Posted by lching > 2018-10-02 23:02 | Report Abuse

shareinvestor88, i hold MPI GTRONIC and some UNISEM .

Posted by RainT > 2018-10-07 17:10 | Report Abuse

@iching

Don't u feel u too much exposure to the semiconductor sector ? Too risky ? As u hold 3 companies also same sector ...if drop all will drop together

Posted by hstha > 2018-10-13 11:06 | Report Abuse

Long-Awaited Slowdown in China Exports Still Isn’t Happening. https://gooruf.com/asia/news/2018/10/13/long-awaited-slowdown-in-china-exports-still-isnt-happening/

Posted by hstha > 2018-10-13 11:59 | Report Abuse

8月制造业销售扬8.1% | http://www.klsescreener.com/v2/news/view/442674

good

中國9月出口增14.5%　遠超預期 | http://www.klsescreener.com/v2/news/view/442872

Posted by hstha > 2018-10-13 13:54 | Report Abuse

Oil price rally boosts electric car sales
https://www.businesstimes.com.sg/opinion/oil-price-rally-boosts-electr...

The PHLX semiconductor index was up 1.97% on Friday.

September 2018 Plug-In Electric Vehicle Sales Soar In U.S.
https://insideevs.com/september-2018-plug-in-ev-sales-soar-in-u-s/

Posted by tecpower > 2018-10-17 23:47 | Report Abuse

Tesla Says Faster Autopilot Chip Is Months Away. https://www.forbes.com/sites/edgarsten/2018/10/16/tesla-says-faster-autopilot-chip-is-months-away/#3f005a4d7e2f

Posted by tecpower > 2018-10-17 23:49 | Report Abuse

https://www.electronicsweekly.com/news/business/three-years-record-wafer-shipments-expected-says-semi-2018-10/
Three years of record wafer shipments expected, says SEMI

Posted by tecpower > 2018-10-21 10:32 | Report Abuse

How Will Texas Instruments Perform In The Auto And Industrial Space In Q3?

TI has been focusing on bolstering sales to the industrial and automotive markets. Both verticals are seeing higher semiconductor content, and are also more diverse from an application standpoint. The company has seen broad-based growth, noting that sales grew in 18 of the 19 sub-segments in these two sectors.
https://www.forbes.com/sites/greatspeculations/2018/10/19/how-will-texas-instruments-perform-in-the-auto-and-industrial-space-in-q3/#21a5e15b62de

Great

Posted by tecpower > 2018-10-21 10:40 | Report Abuse

“We see KESM Industries Bhd and Malaysia Pacific Industries Bhd as exciting proxies for automotive semiconductors, given their experience in the segment,” Mohd Shanaz added.

Posted by lching > 2018-10-24 12:42 | Report Abuse

@RainT,
good point. To minimize the risk, my total exposure of semicon in portfolio is capped on 30%.

Posted by speakup > 2018-10-25 17:31 | Report Abuse

http://www.theedgemarkets.com/article/japans-sato-puts-second-pj-building-sale
why are foreign investors running away after PH govt take over????

Posted by RainT > 2018-10-25 18:40 | Report Abuse

Sales of sato building not relate with ph government la

Anyway , ph government is bad

Posted by tecpower > 2018-10-25 22:00 | Report Abuse

57% individuals ready to switch to electric vehicles: report.

A report by Ola Mobility Institute says the future of mobility can be assessed on various factors including usage of electric vehicles, improvement in first and last mile connectivity among others.

https://www.livemint.com/Industry/SC0LjPqDjItPC2djFp1XsL/57-individuals-ready-to-switch-to-electric-vehicles-report.html

Posted by tecpower > 2018-10-25 22:05 | Report Abuse

Tesla, Inc. (TSLA)
https://finance.yahoo.com/quote/TSLA/

Wow, Tesla has been surging.

Posted by tecpower > 2018-10-25 22:06 | Report Abuse

A demand for Vehicle Electrification will surge near future. Buy MPI and Kesm.

Posted by tecpower > 2018-10-26 22:47 | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 40,000 shares on 23-Oct-2018.

Posted by tecpower > 2018-10-26 22:48 | Report Abuse

VW CEO says they’ll have ‘EVs as good as Tesla’s for half the price by 2020’
https://electrek.co/2018/10/26/vw-ceo-electric-vehicle-tesla-half-price-2020/

Posted by hstha > 2018-10-27 00:30 | Report Abuse

https://www.nytimes.com/2018/10/26/business/china-jobs-automobiles-trade-war.html

Posted by hstha > 2018-10-27 11:07 | Report Abuse

DATA SOURCE: TEXAS INSTRUMENTS PRESS RELEASE.

On the call, management also gave color on its third-quarter growth in end markets:

Industrial: increased by upper single digits
Automotive: increased by double digits
Personal electronics: declined by mid-single digits
Communications: increased by low single digits

https://www.fool.com/investing/2018/10/26/texas-instruments-guides-down-what-chip-investors.aspx

Posted by hstha > 2018-10-27 11:12 | Report Abuse

Global Semiconductor Sales in September Up 13.8 Percent Year-to-Year
Q3 sales are highest on record, 4.1 percent more than previous quarter, 13.8 percent higher than Q3 of last year
https://www.prnewswire.com/news-releases/global-semiconductor-sales-in-september-up-13-8-percent-year-to-year-300738812.html

Posted by hstha > 2018-10-27 11:16 | Report Abuse

Analog/Mixed Signal Semiconductor Outlook: Growth Remains Steady
https://www.zacks.com/commentary/188538/analogmixed-signal-semiconductor-outlook-growth-remains-steady

Posted by tecpower > 2018-10-27 12:16 | Report Abuse

Ford stock sees biggest increase since 2011 after earnings report
https://www.freep.com/story/money/cars/2018/10/25/ford-stock-increase/1764255002/

Posted by tecpower > 2018-10-29 22:06 | Report Abuse

Car maker stocks surge after report China may cut purchase tax. https://finance.yahoo.com/m/fae74403-c2e0-3a18-b5c9-79299897265e/car-maker-stocks-surge-after.html

Posted by apple168 > 2018-10-30 00:17 | Report Abuse

Tech bubble!

Posted by hstha > 2018-10-30 23:40 | Report Abuse

China's proposed car-tax cut brings relief to investors, dealers | http://www.klsescreener.com/v2/news/view/450100

Posted by hstha > 2018-10-30 23:47 | Report Abuse

Check stock prices of car companies like VW and Ford. Car companies have a strong momentum now! https://www.bloomberg.com/quote/VOW:GR

Posted by tecpower > 2018-10-31 00:02 | Report Abuse

Automobile stocks like VW and Ford have a strong momentum. What can we expect after a dip on car sales? I believe car sales in the US will surge after that. The US economy is very good, and a car is one of basic necessities in the US

Posted by tecpower > 2018-10-31 22:40 | Report Abuse

GM soars past quarterly expectations on back of Cadillac and SUVs. General Motors Co. is showing that the old-school business of carmaking can still be sexy. https://driving.ca/cadillac/auto-news/news/gm-soars-past-quarterly-expectations-on-back-of-cadillac-and-suvs

Posted by tecpower > 2018-11-02 00:44 | Report Abuse

The Phlx semiconductor index is up 3.53% today. It has rebounded greatly.

Posted by feimah > 2018-11-03 10:06 | Report Abuse

https://www.engadget.com/amp/2018/11/02/global-smartphone-sales-decline-6-percent/

Posted by RainT > 2018-11-09 09:34 | Report Abuse

So quiet

Qtr result MPI just announce

Nobody comment

I think the qtr result is not bad

Anybody think the same ? Or think otherwise

Posted by lching > 2018-11-09 11:30 | Report Abuse

market is positive about the result.

Posted by shareinvestor88 > 2018-11-09 13:01 | Report Abuse

Lots of cash

Posted by shareinvestor88 > 2018-11-09 13:08 | Report Abuse

640m net cash

Posted by pang72 > 2018-11-12 12:54 | Report Abuse

Haha... Interesting

Posted by Livermore > 2018-11-12 20:49 | Report Abuse

tp 20...dare to wait?

Posted by hstha > 2018-11-12 23:33 | Report Abuse

Buy automotive semiconductor stocks. Automotive semiconductor stocks are very promising.


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.

https://globenewswire.com/news-release/2018/11/12/1649392/0/en/Global-automotive-semiconductor-market-is-expected-to-reach-67-5-billion-by-2023.html

Posted by hstha > 2018-11-13 22:39 | Report Abuse

不受贸易战影响．马太平洋3天涨18% | http://www.klsescreener.com/v2/news/view/456044

Posted by RainT > 2018-11-18 13:17 | Report Abuse

Sold MPI, waiting to buy in KESM if huge drop

Bye MPI

Posted by shareinvestor88 > 2018-11-23 22:53 | Report Abuse

Dear RainT , did u buy KESM ?

Posted by RainT > 2018-11-30 12:41 | Report Abuse

@shareinvestor88

I currently shareholdes of INARI KESM and today add MPI more

Posted by RainT > 2018-11-30 12:43 | Report Abuse

Bought into KESM because

Big drop chance to buy in stages

World largest burn in test company

Auto technology related .....good for future prospects

Share price now below it's nta

High cash

Posted by RainT > 2018-11-30 12:45 | Report Abuse

For mpi

Buy again when cheap sales

Also in auto but now not much ...more on handphone but going forward will have more auto contribution

The best after INARI

to complement INARI more in smart phone n 5g n mpi for auto

Good recent qtr result

Posted by trulyinvest > 2018-11-30 13:27 | Report Abuse

Bought@ 9'9x for ttading

Posted by TYS_Capital > 2018-11-30 16:14 | Report Abuse

kesm in making. run

Posted by Long George > 2018-11-30 16:53 | Report Abuse

Share price dipped 10% after being removed from shariah compliant list. Apparently their cash to total asset is beyond 33% hence not shariah compliant. Hmmm

Posted by TanChinku > 2018-11-30 17:02 | Report Abuse

Collection for those who missed the train, gem!!

Posted by trulyinvest > 2018-11-30 17:03 | Report Abuse

sold 10.08