After an analyst briefing yesterday, we reduced FY24F-26F earnings by 12%/7%/9% to account for weaker sales orders from VSI’s key customers and lower profit margin assumptions to reflect lower economies of scale.
Specifically, VSI’s 1HFY24F revenue will be impacted mainly by VSI’s key customer, Customer X (which account for 25%-30% of VSI’s FY24F revenue), as a result of its high inventory levels coupled with current weak consumer sentiments, especially in Western regions due to elevated inflation and interest rates.
Key customers updates In 4QCY23 (Oct-Dec), Customer X's orders sharply declined, impacting VSI's 1HFY24 (FYE Jul) performance. Management expects the weakness to remain in the near term
Every body scare 0f workers operasi ... now dont know when reach there very Random now a days ... but can buy in batch ... we dont know where is the lowest ... n the highest... from RSI point of view any time now turn around ,,.Good luck those who dare to go in ... company is doing well from the report .. n good dividend yield too...
Posted by i3lurker > 17 minutes ago | Report Abuse a lot of luck involved in BURSA. many uneducated fellers just random buy became millionaires. I know many educated fellers lost 10 million, lost 3 shophouses etc etc after months of study before buying the share.
i wish i got high education, 10 million and 3 shophouses to loss but i'm just a B40 old and bald fatty wearing singlet with hole at the back using my dirt finger hitting the keyboards One thing is common after months of study before buying the share
i will never hold long long one la already learnt from Jaks bought SKPRes only for short term rebound like i bought Topglove never never fall in love with what we bought la
Posted by i3lurker > 3 minutes ago | Report Abuse you dunno Dyson contract? also most Plastics => Con_sumer market is engaged in the manufacturing of plastic products such as computer accessories, video accessories, audio accessories and miscellaneous accessories.
dun know Dyson contract leh bro
only look at some FA and don't have capability to drill into deep analysis.... haiz...
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Lukesharewalker
6,525 posts
Posted by Lukesharewalker > 2024-01-17 16:14 | Report Abuse
We should gamestop this counter