Unisem 基本面: 1. NTA 1.97 (current share price 8.40, 400% more than NTA) 2. Dividend 0.6% (current bank Fixed Deposit 2%) 3. ROE 3.54% (Warren Buffet principle prefers 20% and above) 4. PE 120 (Warren Buffet principle to consider undervalue if PE less than 15)
Unisem PE 123x! speakup upgrade Unisem to a BUY/Outperform. Highest PE in bursa malaysia champion: UNISEM! even higher than Supermax last time PE only 100x
apple168, you are totally not the TECH GUY, next 20-30 years are Electronics Years, it just started 2020, the world would be changed, cannot use Warrant Buffet method already.
Please learnt more from Ark Invest new "God of Share" which is much better performed these few yrs vs Warren Buffet:
Last Qtr EPS 6.98c, annualised it around 28c, RM8. 68 /28 =PE31.. This, is With Assumption no grow in production and ASP like last Qtr ....which is u likely..
looking back at some past posts message, we can see this apple168 was bullish on Unisem at 5.00 rm level, but when price went beyong his target, may be around 6.00rm , he begun to turn on Unisem, saying it is ridiculously over-priced, what a pity.
Unisem offers an integrated suite of packaging and test services such as wafer bumping, wafer probing, wafer grinding, a wide range of leadframe and substrate IC packaging, wafer level CSP and RF, analog, digital and mixed-signal test services.
Unisem Ipoh is full turnkey assembly and test operations located in Malaysia. offers an integrated suite of packaging and test services for semiconductor companies such as wafer bump, wafer probe, wafer backgrinding, a wide range of leadframe and substrate IC packaging, high-end radio frequency and mix-signal test, tape & reel and drop-shipment services.
Unisem Ipoh is certified with various Quality Management Systems, Environmental Management Systems, Occupational Health and Safety Management System, Social Responsible and Green Partners, such as IATF 16949:2016, ISO 9001:2015, ISO 14001:2015, ISO 45001:2018, ANSI/ESD S20.20-2014, RBA VAP, Samsung ECO Partner and is a certified Sony Green Partner.
TEST Unisem assembly and test services facility in Ipoh, Malaysia provides a full range of probe, test, engineering and other test related services. With 63,000 square foot of factory floor space dedicated to test services, Unisem’s Ipoh factory can meet your company’s test services needs to provide a full turnkey solution. Provides solutions for our customers’ test strategy enabling them to concentrate on their products rather than troubleshooting test hardware, software and other test issues. Our Test Engineering Support, Product Failure Analysis, and our Test Development Group are committed to providing test solutions .Tester Platforms ,Handler List ,Wafer Probe ,Post Test.
Unisem Advanced Technologies (UAT) is one of the first independent wafer bumping service providers in Malaysia.UAT offers Gold Bumping, Electroplated Solder Bumping, Electroplated Copper Pillar Bumping and Large Solder Bumping (ball drop). Other services include PBO, Polyimides and BCB passivation, redistribution of bond pads and in-house photomask & stencil design.
Unisem Chengdu offers full turnkey semiconductor assembly and test services including wafer probe, wafer backgrinding, wafer bumping, assembly, test, and drop-shipping of finished goods to customers’ designated locations.
Unisem Chengdu provides assembly service for a wide range of advanced leadframe and substrate packages and the testing of analog, mixed signal and radio frequency devices.
Unisem 基本面 GDP + NTA 1. Growth— ROE 3.54% (Warren Buffet principle prefers 20% and above) 2. Dividend 0.6% (current bank Fixed Deposit 2%) 3. PE 120 (Warren Buffet principle to consider undervalue if PE less than 15)
+ NTA 1.97 (current share price 8.40, 400% more than NTA)
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....
Aimhigh
109 posts
Posted by Aimhigh > 2021-01-27 09:30 | Report Abuse
Bgt 9963 is right i think, unisem just buy and hold, let the banker work for you