Posted by Mi2020 > 2020-07-27 11:43 | Report Abuse

Vs go go go

Posted by DAN84 > 2020-07-27 14:57 | Report Abuse

haha! indeed...

Posted by ARCBEETLE > 2020-07-27 15:39 | Report Abuse

Although the july report mth will be ending, september release won't be so soon, still have two months of catch-up to do

Posted by Sipektuaki > 2020-07-27 17:13 | Report Abuse

Lalala song

Posted by jolow > 2020-07-27 18:18 | Report Abuse

buy and keep

Posted by UncleChuaHuat > 2020-07-28 13:03 | Report Abuse

https://klse.i3investor.com/servlets/ptres/56111.jsp

Posted by UncleChuaHuat > 2020-07-28 13:07 | Report Abuse

EMS - Cautions on Recovery Amid Second Wave Fears

We have an UNDERWEIGHT recommendation on the Electronics Manufacturing Services (EMS) sector for 2H20 as we believe that the demand for its customers’ end products — household consumer products such as floor care and personal care products, coffee machines, and pool cleaners — might see a slower-than-expected recovery due to fears of a second wave of Covid-19 infections globally impacting consumer sentiments. This is despite the sector’s positive longer term prospects arising from: (i) ties to a key UK customer’s growth prospects supported by its product launches; and (ii) a potential to diversify the manufacturers’ customer base with opportunities to be secured following the US-China trade war diversion and changes in global supply chain following Covid-19 shocks.

Stocks under our coverage are V.S. Industry (UNDERWEIGHT, FV RM0.80), and ATA IMS (UNDERWEIGHT, FV RM1.05) which we have downgraded from HOLD calls previously as their valuations were deemed unattractive after the rise in share prices. We have lowered our target PE for both companies to 10x (from 14x previously) premised on expectations of a slower-than-expected recovery in demand as we also see that the majority of their key customers’ sales come from the Americas and the Europe, Middle East & Africa (EMEA) regions which have seen more severe outbreaks of Covid-19 while Asia-Pacific countries such as India have also yet to contain the spread of the virus effectively, with the risk of resurgence in cases and new infections seen globally.

We have no top picks for this sector.
Source: AmInvest Research - 28 Jul 2020

Posted by UncleChuaHuat > 2020-07-28 13:10 | Report Abuse

be Cautions! VS is having PE = 23 currently, overbought. Normally PE of VS in range of 10~15.

Posted by UncleChuaHuat > 2020-07-28 13:11 | Report Abuse

anyway, i still hope you guys keep earning. Just a warning..

Posted by songjoseph > 2020-07-28 13:25 | Report Abuse

UncleChuaHuat anyway, i still hope you guys keep earning. Just a warning..

this is a good spirit

Posted by songjoseph > 2020-07-28 13:26 | Report Abuse

hahahahahaha Very Shame Very Stupid Very Shit

not this kind of posting

Posted by UncleChuaHuat > 2020-07-28 13:28 | Report Abuse

All right sorry bro

Posted by ks5S > 2020-07-28 13:39 | Report Abuse

Buy VS
VS = Very Strong

Posted by ARCBEETLE > 2020-07-28 13:58 | Report Abuse

Aminvest maybe right in most of its analysis and correct in assessment, but they forgot to factor in the families and households who profited greatly from the glove, tech, packaging and pharma stocks.. when they got much cash in hand, what will they buy? :))

Posted by klinnsman39 > 2020-07-28 14:41 | Report Abuse

They buy Dyson

Posted by ARCBEETLE > 2020-07-28 14:51 | Report Abuse

The new millionaires or their employees with superb bonuses will probably upgrade to new houses, new cars, new phones, new pcs/laptops, new appliances? (after buying new houses would u reuse your old fridge, old washing machine, old hairdryers, old fans and old vacuums?) Just a logical opinion i could be wrong..

Posted by UncleChuaHuat > 2020-07-28 14:54 | Report Abuse

ARCBEETLE bro, perhaps branded bags in JPO?

Posted by ARCBEETLE > 2020-07-28 14:59 | Report Abuse

Nowadays rmco gatherings are limited, pud/disco joint closed, malls less crowds, no concerts, no places to really show off your branded bags if you ask me, maybe ladies would have different thoughts.. :P

Posted by Killsthebear > 2020-07-28 15:03 | Report Abuse

hmmm... still going up...scratching head

Posted by Besafe > 2020-07-28 15:08 | Report Abuse

Been holding since rm 0.80. Any good announcement? Keep going up.

Posted by SuperPanda > 2020-07-28 15:21 | Report Abuse

“i know vs from head to tail” no more comment? : )

Posted by SuperPanda > 2020-07-28 15:22 | Report Abuse

just buy and keep, when retrace slowly add, Very Sure win

Posted by ks5S > 2020-07-28 15:24 | Report Abuse

VS = Very Strong
Strong Buy

Posted by ks5S > 2020-07-28 15:26 | Report Abuse

TP = 2.00

Posted by ARCBEETLE > 2020-07-28 15:27 | Report Abuse

rm 0.80 is a very soild and safe holding px -
1) NTA = 0.88 (bargain if buy below),
2) PE of 13 for 0.80, PE 15 for 0.90, assuming eps of 6 cents
3) bought between 2020 lows of 0.60-0.90 always a good buy for the year

No announcements yet, big, slow but steady accumulation volume (10mil++) since june is something to be aware of.. don't you think so?

Posted by ks5S > 2020-07-28 15:32 | Report Abuse

today closing 1.41

Posted by Sipektuaki > 2020-07-28 16:03 | Report Abuse

Lalala

Posted by ARCBEETLE > 2020-07-28 16:25 | Report Abuse

24 mil volume traded so far 4.20pm.. still hav 25 mins left

Posted by Investor 999 > 2020-07-28 18:04 | Report Abuse

Several good news to be released in August & September !

Posted by ks5S > 2020-07-28 18:20 | Report Abuse

VS = Very Special news coming

Posted by cheoky > 2020-07-28 20:51 | Report Abuse

Indeed very strong

Posted by DAN84 > 2020-07-28 23:44 | Report Abuse

Very Solid

Posted by ks5S > 2020-07-29 07:43 | Report Abuse

very solid project coming as foreign manufacturer moving out from china

Posted by EatCoconutCanWin > 2020-07-29 08:39 | Report Abuse

sell call ..dont get trapped tp 0.60

Posted by SuperPanda > 2020-07-29 09:33 | Report Abuse

retracement and profit taking, short trader can cash out, long trader stay

Posted by ARCBEETLE > 2020-07-29 09:42 | Report Abuse

Yes @Investor 999 , more to come for these coming months

Posted by ks5S > 2020-07-29 09:43 | Report Abuse

VS == Very Strong Buy

Posted by klm80 > 2020-07-29 12:54 | Report Abuse

Good news coming.. time to enter more

Posted by Sipektuaki > 2020-07-29 13:23 | Report Abuse

Bossku say all in

Posted by ARCBEETLE > 2020-07-29 15:18 | Report Abuse

Possible pullback for technical / institutional fund guys, hit bollinger RSI stoch upper bands limit.. but can hold for coming earnings and surprise play in hand...

Posted by Mr.J > 2020-07-29 18:41 | Report Abuse

VS_Industry_Bhd_-_Restarting_growth_engine;_Prime_beneficiary_of_trade_diversion.pdf

https://www.sendspace.com/file/7spa9w

Posted by Mr.J > 2020-07-29 18:48 | Report Abuse

Buy: TP RM1.7

Posted by queenie91 > 2020-07-30 09:32 | Report Abuse

Technology is the future!

Posted by UncleChuaHuat > 2020-07-30 11:16 | Report Abuse

target price will revise!!! all arranged well oledi!!!!!! dun wait, many bosses heard the news and push push push!!!!!!!

Posted by DAN84 > 2020-07-30 11:22 | Report Abuse

lol! unclechuahuat, you changed your mind so quickly. haha!

Posted by ARCBEETLE > 2020-07-30 11:27 | Report Abuse

ahahah right @DAN84, think he also just bought in since looking at the px going steadily from RM 1.00++ until RM 1.40... 40% increase minimum if he got in way earlier.. RM 1mil entry wud hav gotten a merc C 300 AMG + one honda civic

Posted by UncleChuaHuat > 2020-07-30 11:30 | Report Abuse

warning!!!! price surged before announcement!!!! news leak out from insiders!!!!! be cautions!!!!!

Posted by DAN84 > 2020-07-30 11:31 | Report Abuse

lol! well said arcbeetle. :)

Posted by UncleChuaHuat > 2020-07-30 12:02 | Report Abuse

insider news leaked out

Posted by Sipektuaki > 2020-07-30 14:03 | Report Abuse

144 very strong