Posted by sten_still > 2020-06-17 13:00 | Report Abuse

Gap up this this afternoon

Posted by kasrim > 2020-06-17 14:00 | Report Abuse

kasi all in kaw2..

Posted by Cooldrkx > 2020-06-18 10:46 | Report Abuse

Come on... Still worth buy...

Posted by unknownme > 2020-06-18 11:51 | Report Abuse

still worth buying ? it's 0.78

Posted by yuyu82 > 2020-07-01 21:39 | Report Abuse

go go go go........next 0.85

Posted by Miz Raya Bloom > 2020-07-02 10:15 |

Post removed.Why?

Posted by hng33 > 2020-07-02 15:14 | Report Abuse

bought D&O at 76-76.5sen

Posted by Steven1717 > 2020-07-03 10:00 | Report Abuse

going to shoot up

Posted by hng33 > 2020-07-03 10:06 | Report Abuse

sold back at 78.5sen

Posted by HowAh > 2020-07-05 10:32 | Report Abuse

I thought jhm is in the same biz as d& o.... Is it not?

Posted by Steven1717 > 2020-07-06 07:44 | Report Abuse

semiconductor is benefit to this company

Posted by HowAh > 2020-07-06 21:16 | Report Abuse

Zzzzzzz

Posted by AZnobody > 2020-07-08 15:49 | Report Abuse

Up!!! Gugubird up!!!

Posted by HowAh > 2020-07-08 19:56 | Report Abuse

zzzzzz

Posted by Steven1717 > 2020-07-09 15:02 | Report Abuse

TOMORROW D&O will come. after fpgroup

Posted by HowAh > 2020-07-09 18:09 | Report Abuse

Zzzzzz

Posted by PresidentRotiCanai > 2020-07-13 16:37 | Report Abuse

Breakout

Posted by HowAh > 2020-07-13 20:19 | Report Abuse

Zzzzz

Posted by HowAh > 2020-07-14 17:59 | Report Abuse

Is it over?

Posted by tokohM > 2020-07-16 09:40 | Report Abuse

MITI Azimi confirm visit to D&O this coming weekend with good news

Posted by HowAh > 2020-07-16 19:24 | Report Abuse

Omg going back to 0.70...

Posted by AZnobody > 2020-07-18 21:05 | Report Abuse

Backdoor azmin visit Dominant Opto, good news coming

Posted by hng33 > 2020-07-21 16:36 | Report Abuse

bought D&O at 80sen

Posted by wendycwl > 2020-07-21 22:54 | Report Abuse

I thk coming

Posted by hng33 > 2020-07-22 14:57 | Report Abuse

sold D&O at 82.5sen

Posted by hambasaham > 2020-07-23 11:43 | Report Abuse

Tidor punya counter... Zzz

Posted by HowAh > 2020-07-23 19:09 | Report Abuse

Ai ya... Sold d.... Buay tahan liao

Posted by ruby20 > 2020-07-24 15:45 | Report Abuse

EV play. See TSLA. bright future

Posted by HowAh > 2020-07-27 12:34 | Report Abuse

Omg drop so much

Posted by tokohM > 2020-07-28 09:31 | Report Abuse

what happened to this counter, tech all up this counter keep stagnant

Posted by telephone > 2020-07-29 15:26 | Report Abuse

Hari nie termakan tongkat Ali.

Posted by monique1968 > 2020-07-29 15:30 | Report Abuse

Sudah datang

Posted by investortrader88 > 2020-07-29 15:42 | Report Abuse

fly higher. !

Posted by hostan > 2020-07-29 16:21 | Report Abuse

Coming 2nd qtr result maybe good.China volume increase..

Posted by HowAh > 2020-07-29 20:55 | Report Abuse

Mr tay why u sell....

Posted by investortrader88 > 2020-08-01 10:32 | Report Abuse

D & O Green Technologies Berhad, an investment holding company, operates in the semiconductor industry in Asia, Europe, the United States, and internationally. It is involved in the manufacture of semiconductor components and machineries; merchandising of semiconductor components; design, production, and sale of printed circuit board assemblies, as well as provision of engineering services; and design, development, and sale of integrated circuit chips for LED applications. The company is based in Melaka, Malaysia.



# Market cap RM 1.3 billion.


# Last 3 yrs profit RM 22.4 million - RM 36 million


# Earning are forecast to grow 21.35 % per year.



# PE 33



# EPS RM 0.026 ( Mar 2020 )



# ROE 9.4 %
# FUTURE ROE 10.2 % ( next 3 yrs )



# ROCE 18.9 % ( last year )



# ROA 5 %



# Revenue ( Dec 2019 ) RM 504.305 million / per yr

Earning RM 31.10 million / per yr

Profit margin 6.2 %



# Debt 31 Mar 2020 : RM 110.492 million


# Equity RM 390.967 million




# Cash & short term investment RM 78.8 million.



# Receivable RM 108.7 million.



# Long term & other assets RM 60.1 million.



# Physical assets RM 228 million.



# Inventory RM 157.5 million.



# Account payable RM 99 million.




# Other liabilities RM 32.7 million.



# Dividend 1.16 %



# Current payout dividend to shareholders from earning 19 % current earning.




# D & O Green Technologies Berhad is covered by 4 analysts.


Institution. / Analyst

Kenanga Research. Chee-Wai Chong

MIDF Research. Bei Shan Ng

Public Investment Bank Berhad. Hoe-Leong Chong

RHB Research Institute Sdn Bhd Chin Wai Wong







• Disclaimer : Not a buy or sell call.Pls do yr own homework.Trade at yr own risk.

Posted by investortrader88 > 2020-08-01 10:32 | Report Abuse

Top 25 shareholders own 86.46% of the D & O GREEN TECHNOLOGIES BERHAD as on 16 April 2020

Golden Horizon Resources Limited
11.68%

Han Tang International Holdings Limited
10.72%

Keen Capital Investments Limited
10.18%

Thian Lim
9.6%

Omega Riang Sdn Bhd
7.48%

Mohammed Bin Hashim
7.4%

Camasia Limited
6.32%

Thiam Cheok Lim
2.2%

Kumpulan Wang Persaraan
1.96%

Chin Bee & Sons Sdn Bhd
1.95%

Citigroup Inc.,Banking and Securities Investments
1.67%

Cambrew Asia Limited
1.62%

Beng Chu
1.58%

Norges Bank Investment Management
1.54%

Soo Lim
1.48%

Kema Development Sdn Bhd
1.46%

Principal Asset Management Berhad
1.09%

Kheng Tay
1.09%

Mega First Corporation Berhad
1.07%

Eastspring Investments (Singapore) Limited
1.04%

Chooi-Suan Kam
0.97%

Matthews International Capital Management, LLC
0.93%

Dau Cheam
0.54%

PMB Investment Berhad
0.47%

Dimensional Fund Advisors L.P.
0.41%

Posted by investortrader88 > 2020-08-05 14:40 | Report Abuse

fly. ! everyone huat !

Posted by gemfinder > 2020-08-05 17:04 | Report Abuse

got problem ka tis counter? all tech up tis stil sleepng

Posted by GTdyno > 2020-08-18 16:20 | Report Abuse

Already woke up. hold it tight guys

Posted by howgan > 2020-08-19 13:10 | Report Abuse

MACD indicate on the way to golden cross , second time on the way to RM0.90 and try breakout.
Hope can breakout by next week.

Posted by 7surewin > 2020-08-19 13:56 | Report Abuse

Breakout today. EPS on Friday??

Posted by ivanlau > 2020-08-25 19:52 | Report Abuse

bomb....... bomb..... bomb...... tomorrow gap down 10 %

Posted by EatCoconutCanWin > 2020-08-25 22:20 | Report Abuse

Baby punya company management. Talak a kai punya.this kind of results can show up. Kanine

Posted by gemfinder > 2020-08-26 17:07 | Report Abuse

celaka counter

Posted by Tkeng > 2020-08-26 17:40 | Report Abuse

D&O Green Technologies - Bottomed Out - Kenanga Research & Investment | I3investor


D&O Green Technologies - Bottomed Out
Author: kiasutrader Publish date: Wed, 26 Aug 2020, 3:46 PM

2QFY20 core PATAMI came in at RM0.7m (-89% YoY; -73% QoQ), bringing 1HFY20 core PATAMI to RM4.6m (-62% YoY). While only representing 15% of both our and consensus estimates, we deem it to be in line as we believe the worst is over and expects a far superior performance in the 2H. The group has recovered to full capacity in June and is seeing strong orders owing to pent-up demand from China car sales which has staged growth for four consecutive months, while Europe is seeing encouraging rebound in car sales. Maintain OUTPERFORM with higher TP of RM0.965.

Within expectations. 2QFY20 core PATAMI came in at RM0.7m (-89% YoY; -83% QoQ), bringing 1HFY20 core PATAMI to RM4.6m (-62% YoY). While the numbers only represent 15% of both our and consensus estimates, we deem it to be in line as we believe the worst is over and expects the a far better performance in the 2H as the group regain full operations.

YoY, revenue for 1HFY20 fell 9% to RM207.4m as the group was largely impacted by the movement control order (MCO) where it was limited to 20% workforce followed by a gradual increase to 50%. This has caused some inefficiencies due to underutilised production space during the period which resulted in lower gross profit margin of 25% vs. 27% in 1HFY19. QoQ, PATAMI fell 83% on a 25% decline in revenue. The large decline can be explained by the impact of MCO which was mostly felt in the 2Q as compared to the 1Q.

Better 2H. We believe that the worst is over for D&O and expects a significantly better 2H with subsequent quarters to see continuous QoQ growth. The group has recovered to full capacity in June and is seeing strong orders owing to pent-up demand from China automotive market as well the Europe automotive market. China being the first to curb the Covid-19 spread has staged a V-shaped recovery in automotive sales and has also marked its fourth consecutive monthly growth as sales rose 16.4% YoY in July, raising expectation that the slump in auto sales could be ending. Over in Europe, car sales have also displayed encouraging recovery coming off the low of -76% YoY in April to -22% YoY in June, thanks to the lifting of restrictions and attractive rebates. We also noted that both regions are experiencing increasing demand for electric vehicles, in line with government policies to reduce carbon emission.

LED per vehicle is expected to increase as car markers emphasis more on electric vehicles and driverless vehicles. As one of the pioneers of smart RGB, D&O is well positioned to reap the benefits as car makers adopt such technology. Smart RGB allows for local dimming which results in better contrast and lower power consumption. This works in favour with electric vehicles which are dependent on battery for its driving range.

Maintain FY20E and FY21E core PATAMIs of RM29.9m and RM42.9m, respectively. We believe the current quarter to be the bottom of a U-shape recovery and expects a strong 2H to pick up the pace.

Maintain OUTPERFORM with a higher Target Price of RM0.965 based on higher 25.3x FY21E (previously 22.6x), in line with its 3-year mean to reflect improving prospects ahead as the worst quarter is over. Being a renowned brand name in full range automotive LED, we believe D&O is a prime proxy for the potential recovery in the automotive market.

Risks to our call include: (i) disruption of components supply, (ii) replacement/obsolescence of LED technology, (iii) adverse currency fluctuations, and (iv) adverse foreign labour policy

Source: Kenanga Research - 26 Aug 2020

Posted by EatCoconutCanWin > 2020-08-26 18:10 | Report Abuse

when i sell all, you up pulak.. bodoh la

Posted by Dakewlest > 2020-08-31 15:36 | Report Abuse

When is next qr?

Posted by Piratebilis > 2020-08-31 22:38 | Report Abuse

Keeping this for long term.. who knows one day can supply Tesla..

Posted by investortrader88 > 2020-09-01 16:10 | Report Abuse

fly !