Posted by akuantiguru > 2021-09-02 16:13 | Report Abuse

time to get out from tech

Posted by Cakes Moon > 2021-09-04 15:14 | Report Abuse

Nasdaq break new high!!!
All in tech.

Posted by lsv1977final > 2021-09-07 13:28 | Report Abuse

Cool down period for Penta. Got money can accumulate. Will come back very soon

Posted by Putrajaya666 > 2021-09-08 16:56 | Report Abuse

need no so rush to collect, long way of chances to sideway, try around 5 better and much secure

Posted by lsv1977final > 2021-09-08 21:32 | Report Abuse

true

Posted by winwin88888888 > 2021-09-09 15:11 | Report Abuse

Penta going up lo~ jangan takut lehh~ hold tight ~ today 9.9 good day

Posted by Markv572421 > 2021-09-09 16:47 | Report Abuse

Waiting below 5.00 only buy

Posted by Bgt 9963 > 2021-09-09 16:58 | Report Abuse

Hold...

Posted by Markv572421 > 2021-09-09 19:29 | Report Abuse

Wow strong support at 5.18, tomorrow limit up probably

Posted by winwin88888888 > 2021-09-10 11:36 | Report Abuse

Might close at 5.3 and above today~ hold tight guys~~

Posted by Markv572421 > 2021-09-10 16:45 | Report Abuse

Monday continue

Posted by Mr.Sm Invest123 > 2021-09-11 23:41 | Report Abuse

https://www.theedgemarkets.com/article/rise-and-rise-equipment-makers

Posted by Mr.Sm Invest123 > 2021-09-11 23:52 | Report Abuse

https://www.enanyang.my/search?query=+%E6%B4%BE%E5%AF%B9%E8%BF%98%E6%B2%A1%E7%BB%93%E6%9D%9F+%E5%88%B8%E5%95%86%E7%BB%AD%E5%96%8A%E4%B9%B0%E7%A7%91%E6%8A%80%E8%82%A1

Posted by Mr.Sm Invest123 > 2021-09-11 23:56 | Report Abuse

财经新闻
派对还没结束 券商续喊买科技股
2021年09月11日
（吉隆坡11日讯）科技股的高估值，已经引起部分投资者却步，不过，大华继显研究继续看好这个增长迅速的领域，高呼“派对还没结束”！

大华继显研究在最新报告指出，在5G时代降临的环境之下，全球半导体销售保持着高速增长，这也带动了半导体设备需求的高速增长，让我国相关领域业者将持续受惠。



世界半导体贸易数据已将今年全球半导体销售额增长预测，从原本的19.7%，上修至25.1%；全球半导体设备销售同样预测增长34.10%。

强劲的增长势头，也让本地的科技业者受惠，分析员预计，本地半导体封测（OSAT）业者今年的销售增长料达19%，明年再涨12%；设备制造商今年的销售增长更可达60%，明年再涨32%。

“由于贸易转移和更便宜的成本基础，这些数据都将高于全球基准。”



大补货时代未结束

高增长已是预期之内，但高估值却引发了担忧；目前，本地半导体封测企业的预期本益比估值，已较5年均值高出2个标准差。

不过分析员仍强调，“尽管风险回报不那么吸引人，估值部分已经反映了强劲的盈利预期，但历史趋势表明，增长仍有空间延伸到2022年。”


在过去半导体设备出现需求和供给两侧强烈冲击，导致的大补货时代降临时，最短的连续按年增长达到了20个月（2009年11月至2011年6月）；而最长的大补货时代持续了29个月（2016年8月至2018年12月）。

而目前的连续按年增长仅为17个月。

在这样的背景下，大部分制造商都已施加了可延迟但不可取消订单的合约条款，以更好地管理库存过剩的风险。

“所以估值已经反映了强劲的盈利预期，但派对仍未结束。”

大华继显研究分析员因此继续呼吁“增持”科技股。

半导体设备制造商净利与赚幅
首选益纳利美昌、阁代科技

尽管看好整体科技领域的前景，但考虑到估值已经偏高，分析员强调需要挑选拥有独特价值和高增长的股项；其中，益纳利美昌（INARI，0166 ，主板科技股）和阁代科技（GREATEC，0208，主板科技板）就成为了首选。

而腾达科技（PENTA，7160，主板科技股）也因股价表现仍落后，而受到青睐。

分析员也总结了科技股今年次季的业绩表现，其中益纳利美昌、阁代科技，以及伟特机构（VITROX，0097，主板科技股），都交出了让人惊喜的业绩表现。

另一方面，电子制造服务（EMS）企业，因为次季的管控趋严而受到了短期的利空，但随着政府逐渐放宽管控，分析员也预计这些企业产能将迅速复苏。

“对于电子制造服务领域，我们钟爱威铖（VS，6963 ，主板工业股），因其投资方向比同行更好。我们预计该公司3年可取得28%的复合增长净利。”

Posted by Mr.Sm Invest123 > 2021-09-11 23:57 | Report Abuse

财经新闻
派对还没结束 券商续喊买科技股

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E6%B4%BE%E5%AF%B9%E8%BF%98%E6%B2%A1%E7%BB%93%E6%9D%9F-%E5%88%B8%E5%95%86%E7%BB%AD%E5%96%8A%E4%B9%B0%E7%A7%91%E6%8A%80%E8%82%A1

Posted by Markv572421 > 2021-09-13 10:52 | Report Abuse

What happen to Penta ???

Posted by Markv572421 > 2021-09-13 10:56 |

Post removed.Why?

Posted by SailangBilis > 2021-09-13 12:30 | Report Abuse

Will Penta going down to 5...

Posted by Markv572421 > 2021-09-13 15:32 | Report Abuse

Pls drop more........dear retailers pls pls pls sell ...press down the price further...support !!!

Posted by Markv572421 > 2021-09-13 15:33 |

Post removed.Why?

Posted by Markv572421 > 2021-09-13 15:50 | Report Abuse

come on faster2 drop drop

Posted by Markv572421 > 2021-09-13 15:50 |

Post removed.Why?

Posted by TUrBo3 > 2021-09-13 15:51 | Report Abuse

penta 5.07 now

Posted by Markv572421 > 2021-09-13 15:52 |

Post removed.Why?

Posted by Markv572421 > 2021-09-13 15:54 | Report Abuse

So sorry short retailers.....

Posted by winwin88888888 > 2021-09-13 15:54 | Report Abuse

it will rebound later~ just hold tight ~ don't let those wanna kutip eh people kutip~ let them can see cannot eat

Posted by Markv572421 > 2021-09-13 15:55 | Report Abuse

Big thank you for the short retailers !!! yes you are the real supporters !!

Posted by Markv572421 > 2021-09-13 15:59 | Report Abuse

I wanna add at 5.00 ,.......hello short retaliers pls sell more ya ...appreciate your support !!

Posted by Markv572421 > 2021-09-13 16:07 | Report Abuse

Come on short retailers selll selll selll ......make it dropp

Posted by Markv572421 > 2021-09-13 16:10 |

Post removed.Why?

Posted by Markv572421 > 2021-09-13 16:18 | Report Abuse

Come on sellers before 5pm .....need to get the target 5.00 today

Posted by Markv572421 > 2021-09-13 16:25 |

Post removed.Why?

Posted by Markv572421 > 2021-09-13 16:42 | Report Abuse

Gogogogogo...shorties what you want to wait .....no people buy today ..just cut loss !!

Posted by winwin88888888 > 2021-09-14 10:32 | Report Abuse

crazy~ Penta will shoot up why wanna sell and let u kutip @@ sampat

Posted by Mr.Sm Invest123 > 2021-09-14 12:25 | Report Abuse

just hold tight

Posted by winwin88888888 > 2021-09-14 14:48 | Report Abuse

Yes~today might closed at 5.26?

Posted by Markv572421 > 2021-09-14 16:04 |

Post removed.Why?

Posted by winwin88888888 > 2021-09-14 16:29 | Report Abuse

Speechless really ~ later shoot up they will regret hahaha

Posted by Markv572421 > 2021-09-15 09:36 |

Post removed.Why?

Posted by winwin88888888 > 2021-09-17 10:50 | Report Abuse

Going to drop~ runnnnn

Posted by yorkyork > 2021-09-17 13:09 | Report Abuse

hello everyone

Posted by Mr.Sm Invest123 > 2021-09-17 14:50 | Report Abuse

hold steady

Posted by monetary > 2021-09-21 16:22 | Report Abuse

Penta started production of ATE for SiC and GaN semiconductor. source from LifeCamp. BursaWebinar.

Posted by monetary > 2021-09-21 16:23 | Report Abuse

hi. Mr. yorkyork

Posted by yorkyork > 2021-09-23 00:22 | Report Abuse

Hihi

Posted by Mr.Sm Invest123 > 2021-09-23 08:54 | Report Abuse

Pentamaster could rise further, says RHB Retail Research

theedgemarkets.com

September 23, 2021 07:28 am +08

KUALA LUMPUR (Sept 23): RHB Retail Research said Pentamaster Corporation Bhd could rise further after it moved past the immediate resistance of RM5.35 on high volume, thereby printing a “higher high” bullish pattern.

In a trading stocks note today, the research house said if the stock stays above that level, the buying momentum may propel it towards the RM5.94 recent high, before hitting the multi-month high of RM6.18.

“Meanwhile, the stock may move downwards if it falls below the RM5.18 support – below the 21-day SMA line,” it said.

Posted by investortrader88 > 2021-09-23 11:54 | Report Abuse

Uptrend !

Posted by yorkyork > 2021-09-23 12:05 | Report Abuse

i just drop by say hi only. u all go buy until so up.

Posted by monetary > 2021-09-23 12:20 | Report Abuse

york york says hi means "high". but before it gets too high:)

Posted by yorkyork > 2021-09-23 16:00 | Report Abuse

quite few months i not coming back already. many old face so loyalty.