V.S INDUSTRY BHD

KLSE (MYR): VS (6963)

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Last Price

0.985

Today's Change

-0.055 (5.29%)

Day's Change

0.985 - 1.05

Trading Volume

32,629,800


31 people like this.

31,408 comment(s). Last comment by fortunefire 2 hours ago

PlsHelpMe

201 posts

Posted by PlsHelpMe > 2018-09-28 11:22 | Report Abuse

most probably drop some more due to esos

wantousek

533 posts

Posted by wantousek > 2018-09-28 13:58 | Report Abuse

where is kimpau the legend...

John_Lee

468 posts

Posted by John_Lee > 2018-09-28 14:34 | Report Abuse

VS warrant is in-the-money and trading at a discount. Not something seen commonly

wantousek

533 posts

Posted by wantousek > 2018-08-16 15:29 | Report Abuse

cos gonna expire soon...

John_Lee

468 posts

Posted by John_Lee > 2018-09-28 14:20 | Report Abuse

In advanced markets where conversion from warrant to mother shares can be done quickly, this discount will almost never be seen. It is an arbitrage opportunity

kimpau

560 posts

Posted by kimpau > 2018-09-28 14:21 | Report Abuse

wantousek bro, anything i can help you? :)

kimpau

560 posts

Posted by kimpau > 2018-09-28 14:21 | Report Abuse

stay tuned! big big news going to be announced!!

wantousek

533 posts

Posted by wantousek > 2018-09-28 14:27 | Report Abuse

nothing la saja tanya khabar..long time no see you commenting here haha

hock007

31 posts

Posted by hock007 > 2018-09-28 15:00 | Report Abuse

Let’s buy warrant and convert it to mother share earn some pocket money

tonysony

147 posts

Posted by tonysony > 2018-09-28 15:16 | Report Abuse

omg!! how many billion EOS will be coming? I really going to dispose after profit

oranje

1,003 posts

Posted by oranje > 2018-09-28 15:40 | Report Abuse

oranje Kimmy Darling come over to dancomech wa and i show you wat is a real man

jjasonlim

783 posts

Posted by jjasonlim > 2018-09-28 15:59 | Report Abuse

Today close at 1.76

oranje

1,003 posts

Posted by oranje > 2018-09-28 16:56 | Report Abuse

oranje Supermax c48,52, danco wa, hsi-c 0,n,r hibiscus cw my service to humanity i have been saying that past days

VS WA profit taken cash buy new Proton X70 likely RM 130 K ok lah
Proton X70 has autonomous emergency braking very safe
transfer technology from Volvo

Orange told you Orange told you Orange told you so
you know everything you need to know cos Orange told you so

PlsHelpMe

201 posts

Posted by PlsHelpMe > 2018-09-28 16:57 | Report Abuse

kimpau, big news as if good or bad or? I only heard got bonus

oranje

1,003 posts

Posted by oranje > 2018-09-28 17:00 | Report Abuse

Kimmy my darling

i book you a European trip 2 week cruise VIP suite with my Hibiscus CW profit
interested ?
My mating call

oranje

1,003 posts

Posted by oranje > 2018-09-28 17:13 | Report Abuse

oranje oranje Supermax c48,52, danco wa, hsi-c 0,n,r hibiscus cw my service to humanity i have been saying that past days

VS WA profit taken cash buy new Proton X70 likely RM 130 K ok lah
Proton X70 has autonomous emergency braking very safe
transfer technology from Volvo

Orange told you Orange told you Orange told you so
you know everything you need to know cos Orange told you so
28/09/2018 16:57

wiki123 Hi orange, hibiscus, which cw better?
28/09/2018 17:03
X
oranje CJ in since 125 sen

CH since 13 sen

CL since 13 sen

Next week white liquid come out 19 sen

Are you a girl Wiki 123 ?
28/09/2018 17:07
X
oranje Danco Wa holding for a month sold off 315 sen buy back 285, 29 sen

Next week will buy some more

Mother target 75 sen

Rerating coming

All girls like facial right ?
28/09/2018 17:09
X
oranje VS WA in 215 sen out 41 sen
Can line up for your facial girls

BUT WAIT NOTHING COMPARED TO HANG SENG C 30, 3R, 3L

EMERGING MARKET IS CUMMIIIINNNGGG BACK !!!!

FROM ORANGE (THE BIG BROTHER OF BRENT KAVANAUGH)
28/09/2018 17:12

AuRindo

74 posts

Posted by AuRindo > 2018-09-28 19:35 | Report Abuse

Ya big news , why they disposed their shares especially after the release of QR?

Posted by proinvestorsifu > 2018-09-28 19:41 | Report Abuse

only VS internal staff will know 12am q matter. goreng_kaki, VS increment this year very good good?

Posted by BaggerHunter > 2018-09-28 21:05 | Report Abuse

There was a bunch of ESOS exercised, directors sold to exercise ESOS, lets see am i right

ks55_

569 posts

Posted by ks55_ > 2018-09-28 21:35 | Report Abuse

ESOS 56 sen sell at 1.73 easy 1.17 profit. Every mth issue 10-20 million shares better than do business. Why KWAP stupidly(some1 in i3 work for them) buying?
https://klse.i3investor.com/servlets/forum/800001219.jsp

PlsHelpMe

201 posts

Posted by PlsHelpMe > 2018-09-29 17:57 | Report Abuse

heard rumors saying will push to 1.80 nx week.. anyone know abt it?

Posted by proinvestorsifu > 2018-09-29 20:32 | Report Abuse

i oledi mentioned earlier bro... will move towards 1.8++ later dun say me bojio ya~

nik5007

163 posts

Posted by nik5007 > 2018-09-29 20:56 | Report Abuse

How about vs wa.. Will follow mother up?

Posted by proinvestorsifu > 2018-09-30 10:24 | Report Abuse

it depends..

Posted by miss_secret > 2018-10-01 08:49 | Report Abuse

will be 2.00 coming soon~ waiting~~

Skykiller

323 posts

Posted by Skykiller > 2018-10-01 08:55 | Report Abuse

second wave r coming....

Bigbull99

1,104 posts

Posted by Bigbull99 > 2018-10-01 09:20 | Report Abuse

good luck to you guys, I hope the show has not ended.

Posted by Khairul Naim Lim II > 2018-10-01 09:59 | Report Abuse

Better go to danco

ecofrenly

15 posts

Posted by ecofrenly > 2018-10-01 10:08 | Report Abuse

Everyday down

Posted by Khairul Naim Lim II > 2018-10-01 10:42 | Report Abuse

Up a bit, down so many

Posted by proinvestorsifu > 2018-10-01 10:54 | Report Abuse

財經媒體
Dyson 不做吸塵器 要進軍高檔電動車

文章來源:新芽 | 圖片來源:Koko

一個吹風機賣 3,000 元,被稱作 “家電版愛馬仕(Hermes International, RMS-FR)” 的英國 Dyson 公司,其造車之路如今又有了新的進展。

近日,Dyson 宣布將投資 1.16 億英鎊在位於英國哈拉溫頓的一座廢棄的飛機場裡,建立一個技術研發中心用於汽車測試。其 CEO 吉姆 · 洛萬(Jim Rowan)在聲明中說道:“我們的汽車團隊人數正在不斷成長,是時候開始下一階段的汽車項目了。”

據悉,Dyson 汽車部門人數目前已達 400 人,接下來還會增加 300 個汽車業務工作崗位,公司的首款電動車產品也預計於 2021 年推出。

事實上,Dyson 造車的願望從 90 年代就開始了,早在 1990 年 3 月,創辦人詹姆士 · 戴森(James Dyson)和他的技術團隊便已經開始研究氣旋過濾技術,該技術可以應用在汽車廢氣系統中捕捉細微顆粒物。不過當時的汽車企業大廠並不在意污染問題,因此也沒人肯為這項技術買單。

但詹姆士 · 戴森並沒有放棄尋找解決全球空氣污染問題的方案,於是他開始致力於研發新的電池技術,並認為電動車能夠從源頭上解決污染問題。直到 2017 年 9 月 27 日的凌晨,詹姆士 · 戴森以郵件的方式向全體員工宣布,Dyson 公司將要正式開始研發電動汽車。

固態電池或讓 Dyson 彎道超車
戴森這麼執著於跨界造車的原因,其實也不難理解。

首先,汽車電動化已經是大勢所趨。 2015 年 12 月,在巴黎氣候變化大會上,英國、法國、德國、瑞士、荷蘭、挪威、瑞典、比利時及印度共 9 個國家公開表示,將在一段時間後全面禁售燃油車,並確立了淘汰燃油車的明確時間表。

其次,Dyson 公司有一定的技術累積。相比製造傳統汽車需要大概 3 萬個組件,製造電動車只需要大概三分之一,也就是 11,000 個組件左右,顯然製造電動車的門檻要比製造傳統汽車低。

而以優質的吸塵器產品著稱的 Dyson,每年為了研發最優秀的電機馬達就會花費 3 億美元,讓馬達在性能和噪音上面達到完美平衡,該技術同樣也可以應用到汽車的製造過程中。

且 Dyson 斥資 9,000 萬美元,早在 2015 年 9 月就收購了固態電池創業公司 Sakti3。固態電池的內部沒有液體電解質,從而一勞永逸地消除了發生化學反應或過熱的風險;另外,在相同的容量下,固態電池的體積也要比傳統電池小 20% 到 30%。

固態鋰離子電池擁有目前市面上最好鋰電池兩倍的能力密度,如果用作電動車電池,會對電動車里程有很大的突破。

除此之外,Dyson 的產品一直以來都具有優良的工業設計。其設計一款吹風機,就會充分考慮電機放進手柄的粗細,吹風的流量和形狀,吹乾的效果,頭髮最終的亮澤度等等因素。如果把這種設計應用到電動車中,應該會為 Dyson 爭取到更多的男性用戶。

戴森的 20 億英鎊只是杯水車薪
但畢竟是從家電跨界到汽車,戴森作為一個 “新人” 同樣面臨著挑戰​​。

第一,燒錢是最大的難題

為了造車,Dyson 總投資 20 億英鎊(折合人民幣 178 億元),其中 10 億英鎊用於研發電動車,另外 10 億英鎊用於研發兩種電池技術。

20 億英鎊是什麼概念?以 2016 年數據為例 Dyson 當年全球營業額成長 45%,達 25 億英鎊;利潤成長 41%,達 6.31 億英鎊;在中國市場營收成長 244%,可以說 Dyson 是下了血本造車。

但這 20 億英鎊對於造電動車遠遠不夠。蔚來汽車(Nio, NIO-US)創辦人李斌就曾表示,200 億人民幣只是造車的 “入門資金”。即便是電動車領域的先驅特斯拉(Tesla, TSLA-US),如今仍處於虧損狀態。而 Dyson 的資金除去用於電動車的研發生產,還要保持家電產品的正常運轉,其面臨的資金壓力將會十分巨大。

第二,電動車門檻雖低,但量產不易

還是以特斯拉為例,儘管其在電控技術上處於領先地位,但被其寄予厚望的低階車型 Model 3 因為車身焊接的困擾,交付時間一拖再拖。直到兩個月前,特斯拉才完成了馬斯克定下的每週生產 5,000 輛 Model 3 的目標。

對於 Dyson 而言,在汽車平台、整車製造經驗、智慧互聯技術、零組件供應鍊及銷售通路方面,其經驗和技術都是缺失的,而這些方面對於電動車整車製造來說又是不可或缺,哪怕在 2017 年 1 月,Dyson 把特斯拉的的首席發言人 Ricardo Reyes 挖來當了通訊部長。

另一方面,Dyson 到目前為止都是獨立研發,並沒有與整車製造廠商合作的意圖。詹姆士 · 戴森在接受媒體採訪時也坦言道,Dyson 原型車還沒有打造,底盤也沒有現成的,一切都是從草稿開始。所以要在 2021 年上市電動車並實現量產,顯然並不是一件易事。

對了,詹姆士 · 戴森還說過一句話:“Dyson 的車可能會非常貴,取決於你捨得放棄多少自己的存款。” 所以,對比一下 3,000 元的吹風機,你應該知道要放棄多少存款了吧?

《新芽》授權轉載

Posted by proinvestorsifu > 2018-10-01 10:55 | Report Abuse

VS expands capacity to meet rising demand
TheStar Mon, Oct 01, 2018 - 10 hours ago


A spokesperson for VS Industry told StarBiz that the company has added more production floor space and the new capacity is expected to be taken up by its existing key clients and other prospective customers
A spokesperson for VS Industry told StarBiz that the company has added more production floor space and the new capacity is expected to be taken up by its existing key clients and other prospective customers

PETALING JAYA: Capacity expansion is the key mantra for any company’s sustainable operational growth, and VS Industry Bhd seems to understand the game well.

While it continues to grapple with higher business costs, the integrated electronics manufacturing services player has been ramping up its production capacity in anticipation of new orders.

A spokesperson for VS Industry told StarBiz that the company has added more production floor space and the new capacity is expected to be taken up by its existing key clients and other prospective customers.

“We expect several new assembly lines to come on stream in the next 12 months from some of our key clients,” she said.

The company has acquired a RM28mil new factory, which has the capacity of eight assembly lines. The plant is under renovation and the first assembly line will likely commence operations next month.

Meanwhile, the construction of a RM70mil new facility with a total of 12 assembly lines is slated for completion this month.

In the meantime. the company is on the lookout for potential merger and acquisition opportunities.

“However, nothing is concrete at the moment,” said the spokesperson.

Analysts said VS Industry’s prospective earnings growth relied substantially on how successful the company is in bagging new work orders to utilise its new and upcoming capacities.

“VS Industry is still hoping to be the third supplier for a multinational company to manufacture a consumer product,” UOB Kay Hian Malaysia Research said in a note.

The group’s business model thrives on long-term relationships with its key clients, and its products are manufactured based on the request from the clients.

“Typically, our clients provide us a rolling 12-month production forecast and three-month confirmed orders. We do not have to sign contracts with fixed sums and durations,” said the spokesperson.

While the company is cautiously optimistic about getting new orders, the market is a little bit more bullish about its prospects.

VS Industry’s share price, which has been on a downtrend since the start of 2018, rebounded last week on a substantially higher volume.

Analysts said sentiment on the stock had turned positive after the company reported a strong quarterly performance in the three months ended July 31.

This was boosted by reports quoting Prime Minister Tun Dr Mahathir Mohamad as saying that British billionaire Sir James Dyson had expressed his intention to bring more investments into Malaysia.

UOB Kay Hian Malaysia Research foresees the new investments to be related to the home appliances segment, adding that “the key customer had already poured in massive investments to build facilities for other segment in its home country”.

As a gauge of analyst sentiment, Bloomberg data showed that five research houses have issued a “buy” call on VS Industry, while two others have recommended a “hold”.

yiqqre

906 posts

Posted by yiqqre > 2018-10-01 11:45 | Report Abuse

市场传出(威城工业 VS,6963,主板工业股)主要客户(Dyson)正寻厂建造第一款电动车消息敦马再访伦敦会不会很快就有消息? - kentrade888 @ 10:54 4 likes 4 comments

SuperPanda

11,431 posts

Posted by SuperPanda > 2018-10-01 12:15 | Report Abuse

Trending down, if mother do not have support can go more down. But 2019 forecast will be good. TA may useful here.

TomyamGong

4,156 posts

Posted by TomyamGong > 2018-10-01 12:25 | Report Abuse

Bye bye liao.. Wait for another good entry point again

2721

2,003 posts

Posted by 2721 > 2018-10-01 15:25 | Report Abuse

no movement at all, cheat ppl one

Bigbull99

1,104 posts

Posted by Bigbull99 > 2018-10-01 15:28 | Report Abuse

It will rise again when people least expect it. Now everyone is expecting it to rise, it won't. They will worn you guys out first before starting its engine again.

Superb99

6,599 posts

Posted by Superb99 > 2018-10-01 17:00 | Report Abuse

i am queing at 1.65, please drop more

geary

6,356 posts

Posted by geary > 2018-10-01 18:34 | Report Abuse

Dyson transforming Johor’s high-value manufacturing ecosystem | http://www.klsescreener.com/v2/news/view/437428

oranje

1,003 posts

Posted by oranje > 2018-10-01 18:36 | Report Abuse

VS WILL DROP UNTIL MOTHER DONT RECOGNIZE

THEN IT WILL RISE UNTIL YOUR WIFE RUN AWAY WITH ANOTHER MAN

ARE YOU READY ?

Posted by proinvestorsifu > 2018-10-01 19:06 | Report Abuse

otak rosak oledi?

oranje

1,003 posts

Posted by oranje > 2018-10-01 19:43 | Report Abuse

Just think of VS as a brothel
choose girl no 4 and 6
you can have them until jan and mac 2019

Posted by proinvestorsifu > 2018-10-02 12:24 | Report Abuse

today last day to consolidate, quite soon will fly again. dun say bojio ya~

PlsHelpMe

201 posts

Posted by PlsHelpMe > 2018-10-02 13:34 | Report Abuse

quite soon can be super long.. if u say soon is next year, of course ca fly lor.. hahaha..

Posted by proinvestorsifu > 2018-10-02 13:39 | Report Abuse

100% rise ah? wah wah wah then show hand!! hehe

unclelimhuat

1,104 posts

Posted by unclelimhuat > 2018-10-02 13:41 | Report Abuse

sifu, bcoz of 电动车 ka?

业绩不俗‧威城价量齐升
Author: Tan KW | Publish date: Mon, 1 Oct 2018, 04:42 PM

威城(VS,6963,主板工业产品服务组)2018财政年业绩表现不俗,市场看好其展望,在上周短短5个交易日里,价量齐升,累积14.57%或22仙涨幅。
威城(VS,6963,主板工业产品服务组)2018财政年业绩表现不俗,市场看好其展望,在上周短短5个交易日里,价量齐升,累积14.57%或22仙涨幅。

威城在上周二公布全年业绩,周一股价已有上扬趋势,周二开始火力全开大幅走高,至周四已连破数道关口,站上逾3个月新高的1令吉76仙。

该公司在周三除了股价大扬外,交投量更激增至4329万3300股,稍后涨幅有所收敛,周五则遭套利回跌至1令吉73仙。

受母股走扬带动,威城WA(VS-WA,6963WA,凭单)价量同样走高,股价由21.5仙走高至上周五的38仙。

市场传出威城主要客户戴森(Dyson)正寻厂建造第一款电动车消息,市场预期若消息属实,该公司将有望从中获益。

http://www.sinchew.com.my/node/1798902/业绩不俗‧威城价量齐升

Superb99

6,599 posts

Posted by Superb99 > 2018-10-02 16:07 | Report Abuse

waiting for next hike

Posted by proinvestorsifu > 2018-10-02 17:10 | Report Abuse

goreng_kaki, you are working under which department? finance? internal audit?

Posted by Championmbsbnsimecw > 2018-10-02 19:17 | Report Abuse

Orange buy call on cw?

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