Posted by shpg22 > 2018-07-02 11:16 | Report Abuse

Looking at the way investor buy up VS on a bad quarter suggest that the coming quarter is going to be great. Accumulate at target price of 2.00

Posted by shpg22 > 2018-07-02 11:19 | Report Abuse

I think Superpanda had over-anal-yst

Posted by ray1980 > 2018-07-02 11:24 | Report Abuse

New comer can earning but from high drop to low peoples cannot recover their loss until now if they can't avg the price at lower price.So sad.

Posted by ray1980 > 2018-07-02 11:28 | Report Abuse

World trade war was very seriously problem for world.If qr to qr r bad to bad.The manufacturer industry will danger on next few years.

Posted by apolloang > 2018-07-02 11:31 | Report Abuse

bursa no fundamentals one,dia punya suka wanna make it up or down,look at junks can up such as menang,versatl

Posted by apolloang > 2018-07-02 11:33 | Report Abuse

another one is pasdec,who says property stocks cannot up? tipu lah,junk properties can up

Posted by ray1980 > 2018-07-02 11:35 | Report Abuse

Malaysia is an country review by USA government under world trade war.This bomb will be come true when USA take action to Malaysia.Be caution.

Posted by apolloang > 2018-07-02 11:38 | Report Abuse

msia is a pump and dump market,they push up to dispose only.example gabungan asas-wa.good stocks no up cos the directors no wanna sell

Posted by shpg22 > 2018-07-02 11:40 | Report Abuse

ayo...so many sour grapes. I m not going to comment anymore.

Posted by Skykiller > 2018-07-02 12:00 | Report Abuse

VS Industry Bhd
(June 29, RM1.55)
Maintain outperform with a lower target price (TP) of RM1.68: VS Industry Bhd reported a somewhat disappointing net profit for the third quarter of the financial year ended April 30, 2018 (3QFY18) of only RM21.1 million for a cumulative first-nine-month FY18 (9MFY18) net profit of RM112.3 million. This obviously missed our and consensus estimates, only making up 60% and 57% of respective full-year estimates, with the significant discrepancy attributed mainly to higher-than-expected costs from: i) the cessation of certain product models by a US client; and ii) labour, set-up and testing of new product lines. The group continued to secure new orders, reflected by its 9MFY18 revenue of RM3.1 billion (+34% year-on-year [y-o-y]). A little wary of its ongoing grapples with cost-related issues, we lower our FY18 to FY20 earnings estimates by between 8% and 16% to account largely for higher cost assumptions, while also conservatively lower our revenue assumptions by an average 5%. Our “outperform” call is retained nonetheless, as we continue to believe in its long-term investment merits despite current challenges.


Its revenue for 3QFY18 was 21% lower quarter-on-quarter (q-o-q), but it grew 3% y-o-y on the back of growing orders from its other key customers in its Malaysian operation. Indonesia continued to make steady contributions post-change from consignment to a turnkey manufacturing basis for a particular client. Its China operation also recorded a lower revenue for the quarter (-35.9% y-o-y) due to lower sales orders completed.

Its net profit of only RM21.1 million (-58.3% y-o-y; -53.5% q-o-q) for the quarter was weighed by all sorts of challenges in Malaysia: i) the set-up and testing costs associated with an upcoming production line; ii) higher labour costs; iii) cessation of production of certain products; and iv) operational efficiencies of certain box-built assembly lines not hitting desired levels as yet. In Indonesia, production capacity was underutilised, while in China, higher raw materials and labour costs were not fully passed through to customers owing to competitive operating environments.

Any particularly pronounced share price weakness as a result of the somewhat disappointing results should be taken as an opportunity to accumulate. The group has declared a third interim dividend of 0.5 sen per share to bring its cumulative dividend for the year to 3.5 sen, though slightly lower than the previous corresponding period’s 3.9 sen. — PublicInvest Research, June 29

Posted by egearcentral > 2018-07-02 13:57 | Report Abuse

Just because USD is slightly strong due to attacks on China's imported goods, local industrial counters are looking forward to a strong surge. Something is not logical.

Posted by ray1980 > 2018-07-02 14:46 | Report Abuse

Malaysia manufacturing multi product by agreement from foreign countries like England, Europe,USA' product brand n ..No impact on the world trade war? Or don't want know,see, hear?Everyday say good,it can be good?Since 1st Jan to 30 June the share price dropped from 3.00 to 1.2× lowest.This is truely confirmed data.So trader can play it.But for mid n long term investor don't invest on this moment.This is my sharing.

Posted by ernest_oes > 2018-07-02 15:31 | Report Abuse

http://www.theedgemarkets.com/article/thinking-box-denko-eyes-recordbreaking-earnings-fy2019

Posted by ernest_oes > 2018-07-02 15:33 | Report Abuse

In the long run, VS should be good.

Posted by sincere_analyst > 2018-07-02 16:02 | Report Abuse

dead cat rebound, just crunch popcorn and watch short selling show :)

Posted by ray1980 > 2018-07-02 16:22 | Report Abuse

Big boss not private SBB,'Sa sa' peoples help big boss to make share price up?

Posted by CL_Tiok > 2018-07-02 16:25 | Report Abuse

buy now for .5 cent div,
ex date is12/7.
payment date is 31/7

Posted by SuperPanda > 2018-07-02 17:15 | Report Abuse

1HFY18 is the worst performance of my porfolio from the past 5 years. Total loss 60K combine HY, VS and Masteel.

Posted by Axe Capital > 2018-07-02 17:16 | Report Abuse

UOBKH - Alpha Picks Jul 2018: Inari and VS Industry added to July’s picks, as we position for the commencements of newly-won assembly and test contracts, possible new contract wins, and a softer ringgit.

https://drive.google.com/file/d/1kjgHb_3SNTsl299tHsOKLPmGGQyPehdq/view

Posted by SuperPanda > 2018-07-02 17:16 | Report Abuse

sold last batch of mother at 1.60. no more hold vs. still have 65% capital loss in here yet to recover. i come back again after 6th july

Posted by Risk Trader > 2018-07-02 17:19 | Report Abuse

Good closing for today...tomorrow will fly again to above rm1.70

Posted by geary > 2018-07-02 18:08 | Report Abuse

Trump's mercurial temperament makes overall stock markets very volatile...so much uncertainty... plus probably higher interest rates...can restrict liquidity in the stock markets. Trade war rhetoric will probably subside n trade imbalance are negotiable...we shall see next week.. Overall markets sentiment will stabilise n moving into which direction. Probably upward trajectory...TQ n GL.

Posted by geary > 2018-07-02 18:28 | Report Abuse

BTW...we can analyse E&E related industries... their Average PE in Bursa...around 20x... Probably around there must be its Reasonable market value...so...VS price range...@1.75 n below...is okay...TQ.

Posted by bennyloke > 2018-07-02 18:36 | Report Abuse

Anyone knows how many additional lines VS built in Malaysia that's not currently being utilized? (to cater for future contracts). Thanks.

Posted by Risk Trader > 2018-07-02 18:49 | Report Abuse

Based on TA tomorrow should be uptrend

Posted by geary > 2018-07-02 19:02 | Report Abuse

FA...VS still going strong n even better...cash & equivalent slightly increased...plus reduction of long term borrowing by more than 20%. China segment need to improve n I think the management are aware of it n can solve that. Others business related shortcomings in Malaysia n Indonesia can be tackled. Overall revenue increased in these two segments. Long term looking promising...so be patient...at least another 3 months from now. TQ.

Posted by SuperPanda > 2018-07-02 19:46 | Report Abuse

geary, i spoke to one of the big boss, china diamond filter will be so-so only. doing biz in china is not easy. you can ask this in the next agm to re-confirm.

the only catalyst vs really need is from us customer which very low order early year till 3rd qtr. hopefully when trade war spike, customer will add order frm msia made coffee maker than china made.

Posted by geary > 2018-07-02 20:06 | Report Abuse

@SuperPanda...u are a former employee...n knew it beforehand, Probably from your ex-colleague. TQ. I still think trade war are negotiable...becoz Trump is a Businessman... Probably as cunning as Chinese businessman. My biggest concern is still financial crisis in South America... especially Argentina. Just keep some cash flow ready...Be rational...TQ.

Posted by Skykiller > 2018-07-03 09:40 | Report Abuse

wa starting to retreats

Posted by upshare > 2018-07-03 10:33 | Report Abuse

Slowly recover back...
Hope afternoon can change red to green.

Posted by stockholm999 > 2018-07-03 11:15 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/147109?m=ca

Posted by Risk Trader > 2018-07-03 11:16 | Report Abuse

Bounce back

Posted by stockholm999 > 2018-07-03 11:17 | Report Abuse

dividend paying soon, still collecting now, hold alot, wont release haha

Posted by Allen > 2018-07-03 11:47 | Report Abuse

Super Panda, Geary,

This is quite true for the China condition.
What highest making maybe from the property value.
Heard that the Chairman family is considering to base in Malaysia and focusing of automation development.
The second generation of bosses may show more exposure for the next term.

Posted by Poisonivy > 2018-07-03 14:30 | Report Abuse

Vs be hovering around tight range for long period toward downward bias due to oversea plants superb weakness like China, Indonesia will drag it down much ... If want better profit for one month period I bet on superb undervalue with real solid sound fundamental like lion industrial, masteel, eforce, Gamuda etc... Buy and hold return in terms of percentage be more rewarding... I had no more holdings since last Friday... Now I start to shop buy and hold is dirt cheap ... GOOD LUCK VS die hardliners let ridevthrough the hurdles together....

Posted by SuperPanda > 2018-07-03 20:06 | Report Abuse

when fund buy and dispose in regular basis, please be careful

Posted by teclausai > 2018-07-04 04:10 | Report Abuse

Stocks end holiday-shortened session in the red as tech shares sell off
https://finance.yahoo.com/m/49795b53-a23f-3054-839f-3e0551fa55e6/stock...

Posted by ernest_oes > 2018-07-04 11:05 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/07/04/analyst-reports/

Posted by ernest_oes > 2018-07-04 11:06 | Report Abuse

Target price: 1.95 by Maybank

Posted by ernest_oes > 2018-07-04 11:08 | Report Abuse

“We view this as an opportunity for a re-entry, given that VS Industry is still projected to grow its earnings by 15% in compounded annual growth rate from FY17-FY20 and the worse is likely over.”

Posted by Rosmah Ali > 2018-07-04 11:10 | Report Abuse

Ya..ya.. BUY!!!...BUY!!

Posted by calvinsia > 2018-07-04 14:53 | Report Abuse

It's suddenly back now.. Wow

Posted by shpg22 > 2018-07-04 14:58 | Report Abuse

Buy don't wait...more u wait, more suffering. Heading toward 2.00

Posted by ernest_oes > 2018-07-04 15:03 | Report Abuse

VS-WA up up up

Posted by goreng_kaki > 2018-07-04 15:03 | Report Abuse

so sad, up already, last week a lot ppl still say waiting buy at 1.3x~~~~

no chance lo, hahaha

Posted by shpg22 > 2018-07-04 15:08 | Report Abuse

accumulate !!!!

Posted by SuperPanda > 2018-07-04 15:12 | Report Abuse

1.27 was reach during the sell down. i managed to bought 1.33.

mother pe19 now but last year when 3.2 vs was traded up to pe24.

Posted by SuperPanda > 2018-07-04 15:15 | Report Abuse

for holder should no worry to hold, but for new entry suggest to be careful, i prefer to see what market will react when 6th july comes

Posted by calvinsia > 2018-07-04 15:16 | Report Abuse

Just sold off T3... Luckily hold till now. Was thinking to sell off this morning but at the end didn't.. Hahaha good profit for 3 days holding

Posted by upshare > 2018-07-04 15:18 | Report Abuse

Today break.1.70..