Posted by newbie2y > 2021-06-10 16:19 | Report Abuse

1 of the few companies which reported stronger QoQ, not to mention fantastic YoY. Suspect the stronger QoQ trend to continue into Q2 as guided by the optimism of management. But shares not ''popular'' among retailers as it is of high price, and liquidity is low.

Posted by wallstreetrookie > 2021-06-11 14:02 | Report Abuse

Malaysia IPI jumped 50% YoY in April - The Edge

Posted by brian3381 > 2021-06-12 19:17 | Report Abuse

Up

Posted by brian3381 > 2021-06-13 12:18 | Report Abuse

Najis is uselss. No one cares wat he talk

Posted by newbie2y > 2021-06-14 09:31 | Report Abuse

happy dragon boat festival guys!

Posted by Bgt 9963 > 2021-06-15 10:33 |

Post removed.Why?

Posted by Jeffson87 > 2021-06-16 22:13 | Report Abuse

Mpi unisem inari is OSAT.. Greatec Penta is ATE.. Mana boleh just lump together in competitive ranking.. If like that Uchitec rank very high liao.. Haha

Posted by Bgt 9963 > 2021-06-18 08:31 |

Post removed.Why?

Posted by wallstreetrookie > 2021-06-18 23:34 | Report Abuse

Company continues to achieve earnings target. Further raise EPS forecast for Q3-Q4 2021

Posted by Bgt 9963 > 2021-06-19 08:26 |

Post removed.Why?

Posted by Cakes Moon > 2021-06-19 09:47 | Report Abuse

Closed new high!!!

Posted by Bgt 9963 > 2021-06-20 09:46 |

Post removed.Why?

Posted by apple168 > 2021-06-20 20:26 | Report Abuse

Cash out when price still good! Such good price will not last long…

Posted by Bgt 9963 > 2021-06-21 08:36 |

Post removed.Why?

Posted by Lstoretech6 > 2021-06-21 10:20 | Report Abuse

bro, any things to expect today? i am new here

Posted by wallstreetrookie > 2021-06-22 04:48 | Report Abuse

Nasdaq extends gains after the recovery trade from Friday's losses

Posted by wallstreetrookie > 2021-06-24 06:18 | Report Abuse

Nasdaq ATH

Posted by Bgt 9963 > 2021-06-24 08:31 |

Post removed.Why?

Posted by wallstreetrookie > 2021-06-24 23:32 | Report Abuse

Hold

Posted by wallstreetrookie > 2021-06-29 11:13 | Report Abuse

Price target: RM65

Posted by newbie2y > 2021-06-29 21:25 | Report Abuse

cant wait to see the 50,000 sq ft expansion in suzhou to be completed by q3!

Posted by Bgt 9963 > 2021-07-06 13:17 |

Post removed.Why?

Posted by roger3210 > 2021-07-07 10:21 | Report Abuse

We maintain our BUY call, forecasts and fair value of RM2.47/share based on 18x revised FY23F EPS. We value KPower at a discount to the average forward 20x PE of leading renewable energy players globally to reflect: (1) KPower being a relatively new player in this space; and (2) its relatively small market value. No ESG-related adjustments to our fair value based on a 3-star rating as appraised by us (Exhibit 2).
KPower has proposed a private placement of new shares of approximately 10.8% of its outstanding shares or 48.8mil shares at an indicative issue price of RM2.05/share. The RM100mil proceeds from this exercise are mainly earmarked for working capital (i.e. 50MW LSS4 power plant, mini hydropower plants and other upcoming projects).
Based on our estimates, the gross proceeds of RM100.0mil will increase KPower’s net cash position to RM163.5mil (or 25 sen/share) from RM63.5mil (or 10.5 sen/share) as at 31 March 2021.
Meanwhile, based on our calculation, the new shares will dilute its FY23F core EPS by 6% as a 10.8% expansion in the share base more than offset a 2% earnings enhancement arising from interest income (based on an interest rate assumption of 2%). Assuming the deal is to be completed, our fair value shall fall to RM2.33 based on the same valuation basis. We are neutral on this development.
YTD for FY21F (June), KPower has secured jobs worth a total of RM1.2bil, which is still within our annual job wins assumption of RM1.4bil for FY21-23F (vs. KPower’s guidance of RM2.0bil for FY21F). The group’s outstanding construction order book stands at about RM2.0bil.
We continue to like KPower for: (1) the bright prospects of renewable energy, underpinned by the global trends towards clean and sustainable energy and carbon neutrality to combat climate change; and (2) its strong earnings visibility and growth potential underpinned by its RM2.0bil order backlog on green utility projects, coupled with a massive tender book of RM3.4bil.
At about 12x fully-diluted FY23F earnings, we believe that this homegrown renewable energy player has a compelling investment case given its involvement in the green sector where the growth trajectory is just beginning.

Posted by Bgt 9963 > 2021-07-08 08:47 |

Post removed.Why?

Posted by The_JQuestion > 2021-07-09 11:20 | Report Abuse

huhu TP 45 come come

Posted by Bgt 9963 > 2021-07-10 08:53 |

Post removed.Why?

Posted by stockraider > 2021-07-10 09:54 | Report Abuse

Tiap tiap hari good morning buat apa leh ?

Posted by Bgt 9963 > 2021-07-12 08:41 |

Post removed.Why?

Posted by wallstreetrookie > 2021-07-12 15:59 | Report Abuse

Malaysia is slowly becoming a failed state. Please tell the government to stop any lockdown or else the GDP forecast is nothing but a scam. The Zafrul interview this morning on Bloomberg was terrible

Posted by Bgt 9963 > 2021-07-13 08:53 |

Post removed.Why?

Posted by wallstreetrookie > 2021-07-13 11:28 | Report Abuse

Slow, stable growth. Malaysian economy GDP forecasts look terrible on paper. Upon further scrutiny, Malaysian tech companies should be safe from headwinds and market downturn. Also, the consensus estimates is that the CPI data today would not affect the market and it might also leads to a bullish quarter soon

Posted by wallstreetrookie > 2021-07-13 14:08 | Report Abuse

Maintain overweight Short term target price: RM45 Long term: RM65

Posted by wallstreetrookie > 2021-07-13 14:09 | Report Abuse

Good PEG still

Posted by The_JQuestion > 2021-07-13 14:13 | Report Abuse

genetec + mpi - today cepat catchup

Posted by Wt6669 > 2021-07-13 16:26 | Report Abuse

all malyasian united la govern is lose fight in control ,we all need help ourself la please stay home all don simply go around responsible all

Posted by Cakes Moon > 2021-07-13 17:02 | Report Abuse

Looks like tech is on the move again!!!

Posted by wallstreetrookie > 2021-07-13 19:41 | Report Abuse

Good news for technology until January-February coming soon

Posted by me073194 > 2021-07-14 00:43 | Report Abuse

Huat ahhh

Posted by newbie2y > 2021-07-14 12:18 | Report Abuse

fantastic mpi!

Posted by wallstreetrookie > 2021-07-14 12:57 | Report Abuse

The bull run has just started. Foreign pulling out from Vietnam and Taiwan. You can guess which market they’re going for next. Is it Bursa?

Posted by The_JQuestion > 2021-07-14 17:09 | Report Abuse

why choose bursa LOL bursa weak performer nvr perform
only nvr perform stock get to perform *wink wink*

maybe genetec gang come over MPI good good push pushhhh

Posted by wallstreetrookie > 2021-07-14 17:10 | Report Abuse

Because not every funds are aggressive with their investment strategies and they prefer large cap tech stocks instead of micro-cap like Genetec? What kind of question is that?

Posted by wallstreetrookie > 2021-07-14 17:11 | Report Abuse

Better off buying call options on Tesla or strangles on Spotify expiration July 30 if you want performance

Posted by Bgt 9963 > 2021-07-15 09:05 |

Post removed.Why?

Posted by Bgt 9963 > 2021-07-16 08:48 |

Post removed.Why?

Posted by wallstreetrookie > 2021-07-16 09:13 | Report Abuse

Short term fluctuations in Nasdaq. No effect on Bursa technology

Posted by Bgt 9963 > 2021-07-17 09:07 |

Post removed.Why?

Posted by Bgt 9963 > 2021-07-18 11:11 |

Post removed.Why?

Posted by wallstreetrookie > 2021-07-19 07:55 | Report Abuse

Lead times—a reference to the length of time between a chip customer’s order and delivery—hit an average 19.3 weeks in June, which is five weeks longer than what was seen at the peak of the last cycle in mid-2018, according to Christopher Rolland of Susquehanna. Long lead times can prompt chip buyers to build up inventories and even double order, which can exacerbate sales declines later. Mr. Rolland considers lead times above 16 weeks to be in the “danger zone” for chip companies.

Chip makers also could see pressure on their bottom lines as the cost of staying competitive keeps increasing. Micron warned investors earlier this month of an increase in “capital intensity” as it adopts expensive EUV production tools into its manufacturing. And TSMC reported a two-percentage-point decline in its gross margins for the June quarter, citing in part the expense of its latest manufacturing processes. Competition also is spurring dealmaking; The Wall Street Journal reported Thursday that Intel INTC -1.51% is exploring a deal to buy chip manufacturer GlobalFoundries for around $30 billion.

WSJ

Posted by Antfakeguru1 > 2021-07-19 22:25 | Report Abuse

Dow Jones crash 800 points and trending to close worse.
Panic sell off in USA market now, investor is cashing out for possible worst ever market recession

Technology stock stumble and is it early indication of crash signal?
Those who chase high, can you sleep tonight?