V.S INDUSTRY BHD

KLSE (MYR): VS (6963)

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Last Price

1.04

Today's Change

+0.03 (2.97%)

Day's Change

0.985 - 1.04

Trading Volume

40,830,400


31 people like this.

31,402 comment(s). Last comment by OTB 1 day ago

signalmw

3,314 posts

Posted by signalmw > 2019-03-04 16:45 | Report Abuse

Diu

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 16:47 | Report Abuse

unclelimhuat, boss to KL to meet operators and call for Press Conference tomorrow ??

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 17:08 | Report Abuse

up 9 cents, down 6 cents...when do VS go up to 1.35 TP. ?? This week possible, lets pray

tokohM

432 posts

Posted by tokohM > 2019-03-04 17:14 | Report Abuse

VS already well known by whole world it bags good contracts due to US-China tradewar. definitely without operators like OTG and KYY, it needs to rest a while and according to announcements from bursa, insider buyback and company directors buyback, price range around 0.8 until 1, so it still has big room to go. worst come to worst, TP 1.20

slts

2,235 posts

Posted by slts > 2019-03-04 17:26 | Report Abuse

breakdown...bad

EST85

393 posts

Posted by EST85 > 2019-03-04 17:29 | Report Abuse

Investor have a tendency to believe that the probability of a future outcome changes because of the occurrence of various past outcome. The Behavior finance is call gambler's fallacy in here.

Money122

982 posts

Posted by Money122 > 2019-03-04 17:30 | Report Abuse

The price now is undervalued

hohoho123

3,165 posts

Posted by hohoho123 > 2019-03-04 17:44 | Report Abuse

price is over value

hohoho123

3,165 posts

Posted by hohoho123 > 2019-03-04 17:48 | Report Abuse

base on public bank report ^^

unclelimhuat

1,104 posts

Posted by unclelimhuat > 2019-03-04 18:09 | Report Abuse

hohoho123, read carefully, public bank mentioned target price is subject to upward revision post-briefing.

hohoho123

3,165 posts

Posted by hohoho123 > 2019-03-04 18:15 | Report Abuse

yap at the moment is 0.97

hohoho123

3,165 posts

Posted by hohoho123 > 2019-03-04 18:17 | Report Abuse

i don see maybank report yet ,any link ?

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 18:17 | Report Abuse

Whatever supposed to inform, whatever supposed to happen, whatever whatever, are so transparent in this Forum, no questions asked anymore, and sharing of IBs TPs n comments etc, now see operators are pushing up or not...cheers

Tiger1

11 posts

Posted by Tiger1 > 2019-03-04 18:18 | Report Abuse

Hope Wednesday morning press conference will satisfy the market confidence as the Bursa release did not actually motivate the market confidence as information withheld due to certain constraints. I am sure VS will disclose much more information to satisfy the analyst for a better recommendation

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 18:25 | Report Abuse

External factors remain good, internally, Msia signed big palm oil contracts with China, a good move. VS is the most aggressive one in this regions with many opportunities opened for them. Even the China operations listing moneys, but capital gains there could enable management to distribute high dividends n bonus shares, what else we want from such good set up...hope press conference clear the little doubts remain with IBs

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 18:28 | Report Abuse

Hahaha, I feel this is the forum with most sharing of info. Especially our master UncleLimHuat shares the most latest data

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 18:31 | Report Abuse

Whatever, today drop of 6 cents really dampened confidence of investors, as new contracts just announced..hope management response to queries raised in Press conference promptly and accurately and we can share news from IBs and analysts soonest

qqq3

13,202 posts

Posted by qqq3 > 2019-03-04 18:34 | Report Abuse

drop? sell on news la

mikebill

313 posts

Posted by mikebill > 2019-03-04 18:40 | Report Abuse

At this moment, the price is over valued. Returns on new projects only can be realized in 9 months time, earliest 6 months. Now still too early to tell.

samyew1234

1,362 posts

Posted by samyew1234 > 2019-03-04 19:15 | Report Abuse

so many know it already on Friday, all sell on news, even i know d, but didn't buy cause i know this will happen today

zakiazre4

285 posts

Posted by zakiazre4 > 2019-03-04 19:21 | Report Abuse

Wow, hebat

Scalp3r

194 posts

Posted by Scalp3r > 2019-03-04 19:35 | Report Abuse

Hold or just sell hihi

Posted by LuckyHuatHuat > 2019-03-04 19:35 | Report Abuse

Expecting price to go up any time soon.

geary

6,354 posts

Posted by geary > 2019-03-04 19:42 | Report Abuse

Hahaha...wasting my time...all these noises...my ear also polluted with some much dirts...need to wash triple times to make it perfectly clean...My...@0.75...300%...is my target...like I said before I was a Pig...in December...Still I am...!!!
https://www.businessinsider.com/druckenmiller-on-concentrated-bets-2015-4/?IR=T

Simple man

902 posts

Posted by Simple man > 2019-03-04 19:51 | Report Abuse

Downgrade TP to RM0.97!!! No wonder selling down today. If you want to buy, then buy below RM 0.97. Sure win. Seem the new contract announcement didn't create any effect at all. Good luck.

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 20:06 | Report Abuse

Thanks sifu geary, I follow your way for 70% of my investment, 30% with good profit, I sell to have some moneys in pocket. 2019 be a great year with investment in VS..cheers..

geary

6,354 posts

Posted by geary > 2019-03-04 20:13 | Report Abuse

@goodiewilly...VS...why so easy to get full assembly contract plus sub-contract...from such branded products like Dyson, Keurig, Bissell, Zodiac, Panasonic, Diamond, Seeing Machine, more than 15 MNC...n many more to come...So easy leh...n mind you please find out how much sales Dyson n Keurig make per year...!!!...GL...Guys n Gals...!!!

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-04 20:22 | Report Abuse

sifu geary, you have thorough studies of this company, i believe follow you in investing into VS is definately right..Dato Gan & Beh are reputable business men and their employees and managers like to work there for years.

dusti

2,404 posts

Posted by dusti > 2019-03-04 21:33 | Report Abuse

High volume. For action tomorrow?

amet2017

3,150 posts

Posted by amet2017 > 2019-03-04 21:40 | Report Abuse

Haha IB TP is for them ler. Go and check what was the the TP back in dec when the sentiment on weak earnings still hot.

anticonman

533 posts

Posted by anticonman > 2019-03-04 21:41 | Report Abuse

IB TP only 1.04 max.

geary

6,354 posts

Posted by geary > 2019-03-04 21:49 | Report Abuse

Hahaha...That's life...you understand what you want n went thru life up n down... that's why all religions n philosophy are Great... including what type of strategy you use to win money...be it asset play, cyclical play, turnaround, whatever...if you can have good capital returns...go ahead... nothing is inferior...n nothing a person belief is small matter...the important things are those beliefs save their life, improve their skills, to be a better person to serve society as a whole...TQ.

EST85

393 posts

Posted by EST85 > 2019-03-04 21:55 | Report Abuse

If RM 1.00 is good point to enter.

anonyme

65 posts

Posted by anonyme > 2019-03-04 22:12 | Report Abuse

queue at 0.98 tmr

amet2017

3,150 posts

Posted by amet2017 > 2019-03-04 23:10 | Report Abuse

Better q at 0.6. Buy low sell high.. Kikiki

Aiw Siow

214 posts

Posted by Aiw Siow > 2019-03-04 23:14 | Report Abuse

Better wait 50 sen, 0.90 too high

amet2017

3,150 posts

Posted by amet2017 > 2019-03-04 23:22 | Report Abuse

Maybe 0.20 safer.

Posted by DonyFernandes > 2019-03-05 01:47 | Report Abuse

then you guys better wait 0.01 to enter

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-05 07:44 | Report Abuse

威铖(VS,6963 ,主板工业股)通过独资子公司Guardian东南亚私人有限公司,与BISSELL国际贸易公司(BITCBV)签订合约,为BISSELL品牌生产特定家庭护理产品。

合约未具体说明产品数量和金额,但BITCBV需在每月15日,提供Guardian东南亚未来6个月产品数量的最新预测和更动,以此计算合约金额。

行家建议:

随着主要客户去年11月宣布减产,威铖目前能获得另一份合约,填补产能过剩的空缺,绝对是相当意想不到的大反转。

BITCBV是北美知名的家庭护理品牌,据我们所知,该公司产品主要都是在中国生产,基于中美贸易关系紧张,故将生产地转移至我国,威铖可说是中美贸易战下最早的受惠者。

威铖或将使用前年购得的12万平方尺厂房,生产BISSELL品牌产品,我们相信每年的合约价值,料介于2亿至2亿5000万美元(约8亿1492万至10亿1865万令吉)。

基于产能提高,该公司赚幅也将录得改善,我们上调2020与2021财年盈利预估,至33%与29%;目标价也从82仙,调高至1.25令吉。

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-05 07:53 | Report Abuse

To use the 120K Sf new factory to produce Bissell Products, the new contract value range from USD 200M to 250M pa. .TP from
Old 0.82 to revise to new 1.25 ie raise by more than 52%

mikebill

313 posts

Posted by mikebill > 2019-03-05 08:34 | Report Abuse

I understand that most if not all of Bissell's current production in China. China's production pricing is competitive and will this business be significantly profitable to VS?

mikebill

313 posts

Posted by mikebill > 2019-03-05 08:38 | Report Abuse

That explained why this business has no significant impact to its profitability in next 9 months and the current price is over-valued.

mikebill

313 posts

Posted by mikebill > 2019-03-05 08:44 | Report Abuse

Just careful on your investment. Additionally, certain reputed trading houses calling for "Strong Sell". Unless the management is coming up with more good news this week. Otherwise quite a challenge to expect huge hike in pricing. Good luck to everyone.

goodiewilly

2,903 posts

Posted by goodiewilly > 2019-03-05 08:47 | Report Abuse

Unclelimhuat, waiting for your latest updates if any

Aiw Siow

214 posts

Posted by Aiw Siow > 2019-03-05 08:55 | Report Abuse

I'm q at 90 now

Posted by Stephen Law > 2019-03-05 09:01 | Report Abuse

Flying!

Aiw Siow

214 posts

Posted by Aiw Siow > 2019-03-05 09:05 | Report Abuse

Haha, no more 90

unclelimhuat

1,104 posts

Posted by unclelimhuat > 2019-03-05 09:14 | Report Abuse

財经 最后更新 2019年03月4日 21时03分

获美顶尖品牌订单 威鋮盈利前景乐观

(吉隆坡4日讯)去年杪预警一家主要客户將削减订单的威鋮集团(VS,6963,主板工业股)上週五宣布,获得来自美国顶尖品牌公司的合约,市场人士正面看待威鋮集团盈利前景。

无论如何,之前已经偷步走高的威鋮集团,股价週一掉头下滑,以1.03令吉掛收,全天滑落6仙或5.5%,成交量为6439万1000股,是全天第7大热门股。

威鋮集团是在上週五(1日)宣布,获得新客户--必胜国际贸易(Bissell International Trading)颁发供应合约,为BISSELL生產特定家用清洁產品,负责成品组装(Box Build)。


此合约从2月27日开始,为期3年。必胜国际须在每个月15日向威鋮集团提供接下来6个月需求预测数据,合约价值则视订单数量而定。


首家东南亚供应商

必胜专门產销各种清洁设备,如吸尘机与地毯清洁器等,是美国小型家用电器市场最畅销的品牌,市佔率预计逾二成。值得一提的是,必胜绝大部份產品在中国製造,此次增加在中国以外的生產商,是出于对中美贸易纠纷的担忧。威鋮集团是必胜首位东南亚区域供应商。

威鋮集团管理层此前披露,將会有特定厂房供新客户专用。马银行投行分析员预期,必胜订单很大可能会是用该集团在2017年买入、佔地12万平方尺的厂房生產。他相信,若真如此,合约价值应在2亿至2亿5000美元之间(约8亿至10亿令吉)。

JF艾毕斯证券补充,初始订单可能不会太大,但预计会日益增加。大眾投行分析员称,若合约价值为5亿令吉,威鋮集团2020和2021財政年盈利料潜在提高15%。

投行一致看好这可正面影响威鋮集团盈利前景,但在等待管理层週三(6日)举行的分析员匯报会上作出进一步宣布大部分分析员保持盈利预测不变,只有马银行投行在週一报告中將威鋮集团2020和2021財政年盈利预测各上修33%和29%,同时也將毛利赚幅(GPM)预测稍微调涨至12%。

另一边厢,管理层透露,在获得新订单之际,公司与其他主要客户的关係依旧良好,让分析员感到宽心。

综上所述,马银行投行与大眾投行將威鋮集团的投资评级上调至「买进」,马银行投行也將目標价从82仙,提高到1.25令吉。此外,JF艾毕斯证券亦將目標价调涨至1.27令吉,但维持评级不变。

unclelimhuat

1,104 posts

Posted by unclelimhuat > 2019-03-05 09:15 | Report Abuse

Maybank Target Price = RM1.25
JF Target Price = RM1.27

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