Posted by somersby > 2018-05-22 19:53 | Report Abuse

Down

Posted by lsv1977final > 2018-05-22 20:01 | Report Abuse

Up

Posted by Midnite > 2018-05-22 20:08 | Report Abuse

Taking into account the non-recurring expenses of RM7.1 million,
the Group recorded a profit before taxation of RM16.5 million in the current quarter.
Should the effects of the non-recurring expenses be excluded, the Group would have
exhibited a profit before taxation of RM23.6 million, representing an increase of
RM14.3 million or 153.0% as compared to profit before taxation of RM9.3 million in
the corresponding quarter last year...

If this is not good. Haha i dunno what is. Btw listing expenses end this q. Next q no listing expenses.

Posted by traderman > 2018-05-22 20:10 | Report Abuse

good result. 5.0 next

Posted by lsv1977final > 2018-05-22 20:13 | Report Abuse

Excellent explaination

Posted by Midnite > 2018-05-22 20:17 | Report Abuse

Look at penta HK's QR. Amazing.

Posted by 4444 > 2018-05-22 20:19 | Report Abuse

Profit drop. Tomorrow below RM 2. Run.

Posted by JN88 > 2018-05-22 20:20 | Report Abuse

Cash increase more.....dividend in making.....

Posted by ZoneFD > 2018-05-22 20:23 | Report Abuse

Oh no... What going to happen 2moro

Posted by 4444 > 2018-05-22 20:24 | Report Abuse

Drop 30% QOQ profit. Run asap. RM 1.5 may come.

Posted by geary > 2018-05-22 20:27 | Report Abuse

Ha...@Midnite... good explanation. It is fantastic result. Probably Gap Up... without other negative sentiment. GL.

Posted by ZoneFD > 2018-05-22 20:27 | Report Abuse

Big volume entering b4 market close... Haiyaaaa... Trap lor

Posted by Midnite > 2018-05-22 20:29 | Report Abuse

4444, im guessing youre a new investor. Not knowing how to add back the listing expenses. Its okay , you learn from your mistakes when the price goes up tomorrow. Fund managers always add back or minus out one of expenses.

Posted by Midnite > 2018-05-22 20:33 | Report Abuse

Thanks geary, btw to us penta investors tomorrow should be a good day. I just saw that the GP margin for penta hk international is 30% ,order books are at 314mil to be delivered from now till Q1 2019. Invest. Dont trade this stock. You will see good returns.

Posted by ms888 > 2018-05-22 20:40 | Report Abuse

4444, r u reading the report?
U r funny le

Posted by lsv1977final > 2018-05-22 20:41 | Report Abuse

Good say. Excellent people are here. Good

Posted by newbie2201 > 2018-05-22 20:46 | Report Abuse

@midnite are you sure next quarter no more listing espenses ??

Posted by aiinvestor > 2018-05-22 20:46 | Report Abuse

Today Malaysian semiconductor stocks were bullish.
-------------------------

Pentamaster +4.05%
Inari + 2.37%
Vitrox +2.33%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Posted by JN88 > 2018-05-22 20:46 | Report Abuse

293 million cash?? Bravo..

Posted by newbie2201 > 2018-05-22 20:48 | Report Abuse

@ms888 that fellow 4444 is saying HK penta going to 1.50 .....

Posted by musketeer88 > 2018-05-22 20:50 | Report Abuse

Midnite, Shouldn't we take into account the non-controlling interest? after all, the profits attribute to the owner are the profits truly belongs to the shareholders. Please enlighten if i got it wrong.

Posted by Plainrobot > 2018-05-22 20:59 | Report Abuse

Please all speculator sells your shares, I will grab more

Posted by stockcham > 2018-05-22 21:06 | Report Abuse

1. Revenue increased by 113% YoY from RM45.8mil to RM98mil.

2. 70% of the revenue comes from telecommunication sectors, increased from 66% last year.

3. Revenue contribution from automotive sector has increased from 0.8% to 8.9% YoY.

4. Gross Profit Margin improved from 28.4% to 30.1% YoY.

5. Net Profit increased by 133% YoY from RM9.1mil to RM21.2mil.

6. Net Profit Margin improved from 19.9% to 21.6% YoY

7. Cash position increased from RM81.6mil in FY17 to RM180mil in 1Q18. Company is net cash.

8. Order Book stood at RM314.5mil as of 31 March 2018, up from RM249.2mil in 31 December 2017. Most of the order book is expected to be delivered in 2018

9. Inventories increased from RM121mil in 4Q17 to RM122mil in 1Q18. It stands at high level, backed by strong order book.

10. Management expects growth to be driven by telecommunication and automotive sectors in 2018.

11. Using the 1Q18 results, we arrived at a net profit of RM51.9mil (ttm), which translates in HKD103.8mil (ttm). This gives us an EPS of HKD0.0649 (ttm)

12. At current market cap of HKD1.92bil, 1665 is trading at PE of 18.5x.

For those who are holding to MY stocks, ignore the one time listing fee and you actually get a damn good QR.

Fly rocket huat!!

Posted by Midnite > 2018-05-22 21:11 | Report Abuse

@newbie2201 yes i am , this is the last Q it will be recognised. So u imagine.its only gonna get better from what it is now. This is a gem. Its going into smart homes and smart cars. They dont only depend on smartphones anymore. This is definitely a great company to me.

Posted by trulyinvest > 2018-05-22 21:18 | Report Abuse

No surprise. Sell when good px

Posted by hstha > 2018-05-22 21:25 | Report Abuse

Outlook

The Group expects 2018 to be another good year as evidenced by the size of
outstanding secured orders received up to 31 March 2018 that is expected to be
delivered in 2018. In view of the smart sensing and electric vehicle trends in 2018, the
Group expects sales growth momentum to be driven by both the telecommunication and
automotive sectors. With the expected completion of the new production plant in June
2018, the Group forecasts better delivery of projects involving large-scale factory
automation lines in the second half of the year.

Posted by hstha > 2018-05-22 21:30 | Report Abuse

Its net profit increased significantly QoQ, but its net profit attributable to shareholder decreased QoQ 30.07%.

Posted by stockcham > 2018-05-22 21:33 | Report Abuse

40% of market cap is in cash!! people tend to focus on the earnings but forget to add back the cash per share. It has RM0.92 cash per share. I believe the management will reward those who are patient soon, a tech company with such a huge cash hoard, sure have positive news coming soon.

Posted by lsv1977final > 2018-05-22 21:40 | Report Abuse

Bonus share again....

Posted by sixmil > 2018-05-22 22:07 | Report Abuse

Sans one off listing expenses, the profit is 14.3 mils, approximately the same as last quarter, which means the dilution effect of 37% has been overcome in just one quarter. For a micap, could we have possibly imagined any better!

Posted by sixmil > 2018-05-22 22:09 | Report Abuse

Part of the proceeds from HK is said to defray listing expenses, and we have seen the account of this.

Posted by sixmil > 2018-05-22 22:11 | Report Abuse

Part one the proceeds from HK is said to defray listing expenses, and we have NOT seen the account of this.

Posted by sixmil > 2018-05-22 23:05 | Report Abuse

Assuming 20% QoQ growth, 1665.HK current forward PE should hit below 25.

Posted by Rocketfuel > 2018-05-22 23:30 | Report Abuse

Sixmil, 1665.HK reported EPS MYR1.33 this quarter. How can PE be above 20? Did you convert EPS into HKD?

Posted by Primeinvestor > 2018-05-22 23:31 | Report Abuse

You guys analyse it wrongly

Q1 - is about rm14m
Q3 will see new products and new plant to contribute to growth

Conservatively, penta should be able to do 60m profit this year, which means it is trading at 12x pe. Note there is a cash of 92cents. If minus out, penta is only at 8-9x pe

Compare to vitrox, penta should be able to double from current levels

Pentamaster international reported rm23m profit, which we think that rm95m for full year is possible with new plant coming in on q3, therefore, pil is only trading at 10x pe, but sitting at about rm180n net cash, therefore pil is only trading at 8x pe

Posted by aiinvestor > 2018-05-23 00:30 | Report Abuse

China Slashes Auto Import Tariffs as Trump's Trade Push Gets Big Early Win
https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825

automotive semiconductor -- MPI and Kesm (pentamaster)

Posted by Midnite > 2018-05-23 00:36 | Report Abuse

Tomorrow will be a good day. Let the shareprice do the talking. Lets not rush things. Again , penta is not for short term. Its for those willing to hold well. A real investor who wants compounding returns.

Posted by Dartmaster > 2018-05-23 01:18 | Report Abuse

bye bye rm 1.6 soon

Posted by roimekoi > 2018-05-23 05:44 | Report Abuse

a question..
why sudden jump in revenue? it is a long term?

Posted by yeeling > 2018-05-23 05:50 | Report Abuse

Will share price really be affected by QR by alot today? IF YES , let's buy in

Posted by lsv1977final > 2018-05-23 07:24 | Report Abuse

Penta is the gem, buy more

Posted by lsv1977final > 2018-05-23 07:33 | Report Abuse

Some more 10% share buy back soon

Posted by Thelastone > 2018-05-23 08:39 | Report Abuse

If we put back in the listing expenses of rm7.146m the Profit for owners of company is rm10.656m.
Divided by 317m shares the actual eps should be 3.36sen.
From here if calculate back the eps before bonus and split then it should be 3.36x2.16=7.26sen.
This 7.26sen will be the highest eps Pentamaster ever achieved compared to all previous quarters and years of listing.Right?

Posted by Thelastone > 2018-05-23 08:42 | Report Abuse

In essence Pentamaster is currently still in fast growing phase and don’t forget abt the potential of further growth in China and US with the cash hoard of rm290m.Give it a bit more time Rm 5-10 is not impossible to reach.

Posted by Kobe > 2018-05-23 08:43 | Report Abuse

Today drop

Posted by fanchong > 2018-05-23 09:09 | Report Abuse

Cheebye always after a good q result, yet it still drops one... Why tefuk....

Posted by Thelastone > 2018-05-23 09:10 | Report Abuse

Ppl want it to drop so that can buy at lower price ma!

Posted by lsv1977final > 2018-05-23 09:17 | Report Abuse

This round different. It start with low.

Posted by lsv1977final > 2018-05-23 09:18 | Report Abuse

Will go up. June have another 10% share buy back

Posted by 750023336 > 2018-05-23 09:31 | Report Abuse

@Thelastone

Profit for owner's of company should be RM 13m++ instead of RM 10m, as the RM 7.1m profit is fully paid by PCB alone to setup PIL.

We can cross check this with pre-tax profit RM 22m stated by management. Apply same tax rate would get RM 20m net profit....about RM 2m belong's to none PIL biz, fully under PCB. Balance 18m x 63% roughly get 11.3m, then +2m from none PIL biz, total profit attributed to PCB is RM 13m+