Posted by kakashi > 2014-04-30 16:15 | Report Abuse

Oh no...

Posted by Elvin Beh Chun Yen > 2014-04-30 16:46 | Report Abuse

Fortune bull super happy today :)

Posted by whkwoon > 2014-04-30 20:28 | Report Abuse

Why announce good result also go down?

Posted by Chong8206 > 2014-04-30 20:35 | Report Abuse

Wow amazing, change of tone...no more negative....

Posted by kakashi > 2014-05-02 15:50 | Report Abuse

http://www.thestar.com.my/Business/Investing/2014/05/02/Affin-Research-maintians-Buy-on-MPI/

Posted by kakashi > 2014-05-08 11:06 | Report Abuse

Testing 4.4 again...lets see hows the closing today

Posted by leemz96 > 2014-05-08 16:40 | Report Abuse

kakashi, finally playing catch up with unisem........

Posted by kakashi > 2014-05-08 16:59 | Report Abuse

Good indication. closing above 4.4 at 4.43. If tomorrow close higher, MPI will test 4.66 resistance. If i not mistaken, there is a triangle forming the past few weeks. So, lets see if it continues uptrend the next few days / weeks.

Posted by kakashi > 2014-05-08 17:03 | Report Abuse

http://www.zdnet.com/global-semiconductor-sales-reach-record-high-q1-7000029066/

http://www.semiconductors.org/news/2014/04/04/press_releases_2013/february_semiconductor_sales_up_11.4_percent_compared_to_last_year/

Semiconductor sales hit record again. This will be exceptionally good for tech stocks (although not all tech stocks)

Posted by kakashi > 2014-05-09 10:49 | Report Abuse

Guys....seems like the bull is on a run...breakout from the triangle liau...congrates to those who hold ya. I haven compile the latest Q result into my graphs and financial ratio, once i had done it, you guys can email me at kakashi123_hatake@hotmail.com

Posted by tallman > 2014-05-09 12:17 | Report Abuse

MPI has gathered investors’ interest as they recently announced a strong 3QFY14 result. MPI surged 10.0 sen (+2.31%) to settle at RM4.43 yesterday on high trading volume. The bullish move has caused a breakout from the “Symmetrical Triangle’ chart pattern, hinting that the share could undergo another round of rally. Adding to that, MACD has just crossed over the Signal line, indicating a buy signal and an increase in buying momentum. Traders who look to buy into the stock should target to take profit at RM5.01, while employing a strict stop-loss at RM4.31. This implies an attractive 4.8x reward-to-risk ratio (13.1% upside potential vs. 2.7% downside risk).



Source: Kenanga

Posted by kakashi > 2014-05-10 16:52 | Report Abuse

Didnt realize kenanga has this report. Thanks for sharing.

By the way, I had included the recent Q3 results into my graphs and datas. Just email me at kakashi123_hatake@hotmail.com

Posted by Lim Yu Feng > 2014-05-12 14:35 | Report Abuse

bought at 4.53 during morning session for contra.

Posted by kakashi > 2014-05-12 15:04 | Report Abuse

Making good uptrend .... lets see if it close above RM4.6 (better still, above 4.66). If yes, RM5 will not be far

Posted by Lim Yu Feng > 2014-05-12 15:15 | Report Abuse

q to sell now....hopefully can make some intraday contra profit.

Posted by kakashi > 2014-05-12 17:02 | Report Abuse

4.6 / 4.66 still very strong resistance...

Yu Feng, manage to sell? Shouldnt sell ma, you should push up the price more..haha

Posted by kakashi > 2014-05-12 19:12 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/05/12/Tech-stocks-may-regain-favour-Tech-industrys-sales-at-alltime-high/

Posted by slts > 2014-05-13 09:28 | Report Abuse

tp 6 by jun very possible

Posted by kakashi > 2014-05-14 13:10 | Report Abuse

Q4 results is going to propel the share price futher (>RM5)...if totday close above 4.6/4.66, short term will be very bullish...Q3 generally is the weakess quarter and Q4 is the strongest quarter...Keep on riding

Posted by kakashi > 2014-05-19 11:24 | Report Abuse

Haha...u already got the dividend...now all for capital gain..slow and steady...we still got Q4 results to wait for

Posted by lching > 2014-05-19 20:58 | Report Abuse

price still ok for long term player but i m thinking of medium term so shall i take profit?

Posted by bsngpg > 2014-05-19 21:23 | Report Abuse

lching : hmmm, great to see you here too. In fact my first batch of GTronic was disposed to exchange in MPI.

Both CIMB and Alliance forecasted PE of FY14 at ~14, to me it is stll pretty low, thus I will keep it for much longer. Best luck

Posted by lching > 2014-05-20 11:40 | Report Abuse

judging from the momentum, chances to reach 5,50 is very high. shall i follow you bsngpg?

Posted by kakashi > 2014-05-20 13:21 | Report Abuse

Haha..way to go for those who are still holding...Bull, your RM1 coming very soon... MPI PE is still much lower compare to inari, Gtronics, etc base on their profit so far. Q4 will be the best quarter historically...minibull is on the run...happy riding guys !

Posted by kakashi > 2014-05-20 14:26 | Report Abuse

This whole year is going to be technology bull, finger cross. with MPI still have good quarter result to declare and higher dividend, I see no point to dispose. I am not sure how high it will go but as long as the profit is intact, why bother to sell? That's for me la..others might have different trading method. If the new plant in Suzhou capacity is picking up, we will see more growth. so guys, buy more smartphones and tablets. Forget about Pc/laptops...haha

Posted by kakashi > 2014-05-21 16:32 | Report Abuse

haha...fortunebull...its a real good ride...and its not over yet !

Posted by jeannie > 2014-05-22 21:31 | Report Abuse

bought this counter at 7.20 many years ago and still holding it...thks God is moving now..

Posted by davidkkw79 > 2014-05-23 11:40 | Report Abuse

MPI never stop running, share price keep on increasing !

Posted by Konoyaro > 2014-05-27 15:57 | Report Abuse

wow...today down a lot due to the news..hold tight2 if u can..add somemore if u can afford.later will definitely breach.One week,two week? who knows

Posted by lching > 2014-05-27 16:57 | Report Abuse

what news?

Posted by Konoyaro > 2014-05-27 17:43 | Report Abuse

http://www.theedgemalaysia.com/mobile/article.php?id=291399

Posted by kakashi > 2014-05-27 19:04 | Report Abuse

wow...this means both of them are allowed to produce MLF and MLP package for 10 years? RM12.8 mil will be deducted from their year end financial report...this quarter net profit is RM12.7 mil...meaning it will wipe out basically Q3 net profit from their yearly financial report...

Posted by kakashi > 2014-05-27 19:05 | Report Abuse

Thanks konoyaro for the news...short term will be a bit turmoil...long term company should be still intact...so, investors have to decide whether to log profit right now and go in at lower price, or to average down...who knows, this week might bounce back to RM5...decision, decision

Posted by Konoyaro > 2014-05-27 23:05 | Report Abuse

nops.i dont think it will effect em much.the litigation start long time ago,still the price still going up.this really good cmpany.today down just for the news sentiment.it will rebound back again

Posted by Konoyaro > 2014-06-05 10:24 | Report Abuse

told ya.reach new high.hehe

Posted by kakashi > 2014-06-05 23:03 | Report Abuse

My target price reaching soon...hahaha...RM5...congrates...its really a good ride this year ! Party over? Maybe not

Posted by bsngpg > 2014-06-06 06:53 | Report Abuse

I just joined early May and RM5 it is too less for me with the current exciting outlook.

Posted by bsngpg > 2014-06-06 07:17 | Report Abuse

If the current bull stays, I think MPI can go much higher seeing the current inexpensive PEx and higher margin product mix vs past times. (PE of next yr has to be adjusted back the pym on patent infringement which equals to almost earning of 1 qtr).

If the bull says sayonara, all stocks follow suit, inclusive MPI, and myself.

Posted by lching > 2014-06-06 10:32 | Report Abuse

Yes, outlook for semicon is good so $5 is still not high enough to take profit.

Posted by jolie2 > 2014-06-06 22:54 | Report Abuse

don;t too over-confident on MPI. The US dollar is weak for the last 2 months. Next quarter result won't be so encouraging. The bull need to take a rest. Smart-phone and ipad is saturated in the market and the product price will go down.

I will consider RM 5 is the maximum. The cycle will reach the peak soon. After world cup, it will down-turn for electronic industry.

Posted by jolie2 > 2014-06-06 23:18 | Report Abuse

some news on msia export on E&E. Not so encouraging.
http://www.nst.com.my/business/nation/e-e-sector-hits-inflexion-point-1.612229

Posted by jolie2 > 2014-06-07 11:33 | Report Abuse

Sometimes people are too excited when the price go up and up . They will always say the good things to motivate them self and believe them self. You need some people like me to talk some negative things to wake them up and remind them to be more careful. Im not asking you all to sell ... i;m only asking you all not to be too excited.

Posted by kakashi > 2014-06-09 13:03 | Report Abuse

Haha...had hit 5...that's my tp....going to monitor ...

Posted by Konoyaro > 2014-06-09 23:10 | Report Abuse

next tp 5.30..:)

Posted by jolie2 > 2014-06-09 23:23 | Report Abuse

you are very greedy-lah. Already hit the target not even 1 day, now revise the target.

Posted by jolie2 > 2014-06-09 23:35 | Report Abuse

5.00 is too much already. Some more 5.20.
Just b'cos it do some component of smartphone, everybody chase on it. What so special about their technology.... die-attach, wirebonding,
molding..... old technology.
Those who continue buy it is not so smart. Your smartphone is smarter than you.

Posted by bsngpg > 2014-06-10 06:52 | Report Abuse

Jolie2: I got your good message and thks for yr good intention. Pls keep on comment so that we can see the bigger picture of the stock and industry.

I have MPI in my portfolio. I would let my MPI flows along the up trend to reap more profit. I aware that this unavoidably associates with some risk in returning part of the paper profit. 吃得鹹魚，低得渴。

Posted by kakashi > 2014-06-10 14:17 | Report Abuse

Jolie, what is MPI contribution in smart phone industry? die attach, wire bonding, moulding are processes. Its roughly the same across industry. Unless u have a higher precision machine. Otherwise, its the same. So, what differentiate between all these semiconductor package maker? What is the technology you are talking here? Rm5 being very high, or is it reasonable or is it undervalue? Mind to share with us how you judge RM5 is very high? Base on operating cash flow? Base on EPS? Base on historical price? Base on NTA? Why is RM5 high for you?

Posted by jolie2 > 2014-06-10 18:49 | Report Abuse

cimb and alliance give target price of 5.00 .
Retailer like us will normally give discount of 10% from this analyst. Therefore, the highest retailer will run and take profit is 4.50. Now 5.00, still don;t want to take profit ....
the mpi / carsem is only doing assembly using the same old technology as i mentioned. They are not software technology or wafer fab producer. They are similar to construction firm whether the margin is small. Only the property (in this case the software maker) developer make tons of money , just like sp setia...../

Why put too much hope on this construction firm (assembly firm) ? If you already hit target.... just run.

Posted by kakashi > 2014-06-10 23:20 | Report Abuse

haha... so your TP of RM5 is base on CIMB and alliance? Guess what, CIMB previous target price is RM4.5 ...so you take profit at RM4?

Read MPI vs Amkor on the new IC packaging. Why your smartphone is getting smaller and smaller? Its new technology. Wafer fab produces right now less than 20nm. You need smaller package like those QFN, leadless IC. This is not assembly firm..they design and manufacture packaging for IC.

I am not saying if I am still holding or I had sold. I am just being neutral and want people like you to talk with facts, not just pluck something from CIMB. Obviously you had not done your study on MPI