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

Hang Seng Index this morning drop 417 points to 27716.38( 4.17%)

Posted by abcb > 2018-10-02 12:08 | Report Abuse

Hang Seng Index midday slumps 455 points to 27333

Posted by wkkht > 2018-10-02 15:21 | Report Abuse

糊涂投资网

星期一, 十月 01, 2018
PIE - 让盈利奔跑
今天，有朋友问我该不该在这时候套利或轮PIE，这一次我给出了否定的答案。

这是因为台湾广宇在9月25日的法人会议中提及上半年被动原件(Passive component) 短缺问题已获得解决，并会在下半年补足后会集中在下半年出货，这也意味着PIE下半年的营业额与盈利预计会暴涨，即使今年在上两个季度业绩偏弱的情况下也有机会交出比去年好的成绩单。

网址如下：
https://udn.com/news/story/7253/3387052

除此之外，越来越多报导中国生产线外移的消息，这或许将会是一次电子业生产线的大洗牌，对马来西亚的影响尚未能定断。然而，PIE或许会是个异数，因为台资大多都表明将会把产能搬回台湾、东南亚与墨西哥，而在肥水不流别人田的前提下，刚扩充产能的PIE绝对有机会获得这些流出来的订单或产能。若事情真的往我预期的方向发展，那PIE绝对是有机会开番的股项之一。而这时选择在半路下车，实属可惜啊。

退一步来说，PIE 的股价从去年的2.7左右因业绩不理想而跌到今年的1.2x左右，目前只是反弹到1.6x，被动原件问题解决后，盈利恢复正常水平后，股价反弹至2块钱以上的机率也是不低啊。既然如此，我们何不让盈利继续奔跑，同时静待产能增加与未来新订单的消息呢？

我相信，这11月出炉的业绩必不会让我们失望。

Posted by Sj Tan > 2018-11-06 00:51 | Report Abuse

Good result wor

Posted by robert168 > 2018-11-19 13:30 | Report Abuse

finally is back in action

Posted by robert168 > 2018-11-19 13:30 | Report Abuse

good qr

Posted by robert168 > 2018-11-19 13:31 | Report Abuse

is matter of time back to rm2.. another dufu in progress

Posted by Sniper86 > 2018-11-19 13:43 | Report Abuse

rotten pie

Posted by chonghai > 2018-11-19 16:52 | Report Abuse

Those who missed FPI, PIE is the next boat.

Posted by kokchengkai > 2018-11-20 16:39 | Report Abuse

Sharp malaysia jst announce a series of new tech comsumer product in 2019 ..
i guess PIE management talk new product from customer in 2019 is sumthing relationship abt sharp ...they oledi receive the order n the material is on ready

Posted by TheGodHoudini > 2018-11-28 09:39 | Report Abuse

Crashing le....

Posted by patricksim53 > 2018-12-05 10:46 | Report Abuse

Technically strong fundamentals. Nothing fear.

Posted by TheGodHoudini > 2018-12-14 02:14 | Report Abuse

trendline broken today tho :(

Posted by Huatthefish88 > 2018-12-18 11:39 | Report Abuse

Can Any sifu give me an insight bout this ? It is relatively a strong fundamental company but with the price dropping like this, anyone can advice whether hold or cut loss?

Posted by L2earn > 2018-12-20 15:07 | Report Abuse

http://www.investalks.com/forum/forum.php?mod=attachment&aid=MTUzMzU5fGYwYThjMTY4fDE1NDUyODM4OTF8MTgwMzZ8MTY5&noupdate=yes

Posted by Acon888 > 2019-01-04 23:01 | Report Abuse

no need to follow 糊吐la, a bunch of crooks. Only promote lousy share to sell to naive people.
Better avoid what ever he promote.

Posted by jonastiu > 2019-02-15 23:25 | Report Abuse

https://www.thestar.com.my/business/business-news/2018/06/25/pie-embarks-on-biggest-expansion-plan/
Interesting prospect. production line increase from 14 to 25 (+11). These production lines r using in EMS segment which contribute to 80% overall revenue. New lines, new plant, new customers... let's see how it perform in 2019.

Posted by Chengkai Kok > 2019-02-27 19:43 | Report Abuse

Good qr result... Prospect turn positive

Posted by James Ng > 2019-03-11 12:14 | Report Abuse

https://klse.i3investor.com/blogs/general/197332.jsp
[转贴] [P I E INDUSTRIAL BHD：对于EMS活动，预计订单将通过其完全建立的垂直整合制造设施从现有客户和潜在新客户稳步增长，这些设施在过去5年中已得到改善] - James的股票投资James Share Investing

Posted by Felicity > 2019-03-13 21:41 | Report Abuse

This stock will benefit from the trade war

Posted by Shinnzaii > 2019-03-18 10:12 | Report Abuse

Parking

Posted by Shinnzaii > 2019-03-26 14:54 | Report Abuse

Wew...KLCI ding dong still drop few sen only...hmmm

Posted by wakarimas > 2019-04-02 09:46 | Report Abuse

got dividend delivered??

Posted by kyy_superinvestor > 2019-04-16 22:59 | Report Abuse

May I know which handsome keep on sell pie? It must be opposing ah pek....

Posted by kyy_superinvestor > 2019-04-18 20:44 | Report Abuse

Ah pek is here...where got quiet...kekeke

Posted by wakarimas > 2019-04-22 16:31 | Report Abuse

5G theme getting hotter. PIE got any lobang with 5G?

Posted by wakarimas > 2019-04-23 18:37 | Report Abuse

dividend anounced, 5 cent total, last year 6 cent.

Posted by wakarimas > 2019-05-03 18:18 | Report Abuse

drop for no reason today....

Posted by Newbie0 > 2019-05-04 10:47 | Report Abuse

Ya lo.. why dropped?? Thought dividend announced

Posted by wakarimas > 2019-05-04 17:50 | Report Abuse

should be the influence of bad qr result of Gtronic.

Posted by Cockroach Paul Lee > 2019-05-23 22:54 | Report Abuse

1.39..... big drop today.

Posted by Offred > 2019-05-24 16:06 | Report Abuse

anyone can share news from the agm today?

Posted by wakarimas > 2019-05-24 17:30 | Report Abuse

PIE result is like shit!!!!!!!!!!!! BIG BOM!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Cheated by management. Keep saying they will be benefited from trade war. I dont see any benefit as the profit drop 90% !!!!

Posted by Offred > 2019-05-24 17:32 | Report Abuse

Certain high volume of new products from new
customers, with initial high set-up cost and lower efficiency at the beginning of manufacturing stage, has
started to ship from Q1/19

Posted by Applepen > 2019-05-24 20:50 | Report Abuse

Congratulations

Posted by Applepen > 2019-05-24 20:52 | Report Abuse

Boom cha cha

Posted by Cockroach Paul Lee > 2019-05-24 20:57 | Report Abuse

Mr bombastic.......

Posted by VenFx > 2019-05-24 21:05 | Report Abuse

放入我的 投名状 名单

不经一翻寒尸骨
从何 闻得扑鼻香

Posted by Growth > 2019-05-24 21:06 | Report Abuse

Horrible result!
Higher cost of sales,lower reversal of impairment to trade receivable and lower forex gain compare with correspoding quarter.
https://m.facebook.com/story.php?story_fbid=866427513691445&id=251387688528767

Posted by VenFx > 2019-05-24 21:24 | Report Abuse

Results expected to be ugly
But, didnt expected its merely green.

Lowest income over the 3 years.
I'm looking at 1.20

Posted by Applepen > 2019-05-24 23:28 | Report Abuse

Become banana pie
Let ppl eat

Posted by qqq3 > 2019-05-25 11:40 |

Post removed.Why?

Posted by VenFx > 2019-05-27 09:31 | Report Abuse

Why no limit down ?
Sob sob

Posted by Ymchan > 2019-05-27 10:56 | Report Abuse

don't worry, the share price will gradually go down..i'm waiting at 1.10. Cheers

Posted by Huatthefish88 > 2019-05-27 13:26 | Report Abuse

Hi sifu, any advice on this stock? Will it go up anymore ?

Posted by Ymchan > 2019-05-27 15:28 | Report Abuse

share price will go up after 6- 9 months most probably by next year provided new product can deliver good result if not forget about this stock. No matter how healthy of the balance sheet also useless if earning can't be sustained.

Posted by Huatthefish88 > 2019-05-27 22:47 | Report Abuse

Ymchan so for ur opinion do u think Nx year will be a good year for pie? It’s kinda confused now, a good company but with the price keep dropping.
I’m not sure whether to hold it or to release it
Need professional opinion

Posted by Warren Chan > 2019-05-28 00:38 | Report Abuse

if u look back the past 5 years, earning has little to zero growth

Posted by Ymchan > 2019-05-28 15:10 | Report Abuse

@Huathefish88 .PIE is a very good fundamental stock. It is very safe if u can buy at the price below 1.10. The price at 1.30 is relatively high. I would rather use my capital to invest other stock which may give us high return. Some sifu (blogger) said its price can go up to 2.00 is too optimistic or over confident.

Posted by VenFx > 2019-05-28 22:34 | Report Abuse

任正非 - 我真的希望 能像您一样 酱聪明有智慧 

https://www.youtube.com/watch?v=TH_oZ2cyDK0 
(I ll wacth this video more than 3 times).