Posted by xoxo88 > 2020-11-09 16:53 | Report Abuse

Aemulus key summary

- new building is 5x bigger than the previous lease place, current office can host 250 ppl and now we have 140

- Aggressively getting into the North asia market include Korean, Taiwan, Japan

- 2021 – JV with China Tangren Microtelligence (belong to holding company “Li Zhu” ), company under Lizhu Include Singapore listed MIT (company that JV with Inari to build tester)
- Lizhu is one of the investment company by SMIC , China largest fab foundry company

3 main business segment

1) Mobile phones / Tablets market is the largest market Aemulus involved in
* Design / Marketing / Selling RF semiconductor tester
* Phone Call / Data plan / Wifi/ NFC / GPD / Blue Tooth… involve a group of RF Front End IC
* with their 2 RF equipment (AMB7600 & amb7300), mainly served for RF filter
* Aemulus have been selling to broadcom, qorvo, skyworks in the past


2) Enterprise Storage (HDD Chip tester), mainly cater for Broadcom, benefit from the covid-19 pandemic due to work from home required more data and cloud computing (data centre)
* There will be revenue from there on and off – every year maintenance contract 1M +

3) Automotive – LED Lighting / in cabin lighting
*In coming future, passenger have no control @ the ambient lighting in the car
*Smart LED – able to fine tune the color up to thousand of different color – different feel / different mode
*Aemulus now participate in the R&D
* main customer is D&O, since D&O is expanding now, expect aemulus to benefit

4) new venture - focus CMOS image sensor e.g. camera for CCTV / surveillance camera
* there are 2 main players in Taiwan & China – they are dominating this market
* AMB5600 launch in Jan 2020 to aim for CMOS market, they claim themselves can provide 3.5x faster compare to its peers
* Manage to ship the first unit by April 2020 a Taiwan customer, and 5 units in 3QFY20
* Manage to get another new 1 customer in China in June

Exciting moment/key investment merit
- current orderbook around RM18m span 3-6 months to deliver, expect to see a multi year growth till 2022 due to high customer enquiry

- able to secure contract even travel restriction, this never happen in the company before

- Lead time < 4 weeks. Typical is around 6 weeks, normally short lead time means higher order to deliver.

- CEO think aemulus itself worth more than RM1billion market cap in 2022, expect to achieve PAT of RM 20m with P/E at least 50 (Based on china ATE player)

concern and opportunity
- Khazanah has been paring down its stake as govt is trying to reduce non performing asset and investment, this has triggered market to have more volume

Posted by GooShen > 2020-11-09 16:56 |

Post removed.Why?

Posted by Lee1971 > 2020-11-09 17:11 | Report Abuse

Future Infra project is not building road.its buiding 5G assest

Posted by karimbossku > 2020-11-09 17:31 | Report Abuse

Why u come here, later sour grape mari. Kacau la u

Posted by Fachai > 2020-11-09 22:14 | Report Abuse

Look good and high price today closing

Posted by Lord B > 2020-11-10 01:57 | Report Abuse

Gooshen why are you suddenly here. Since when have you called for 80sens here lol

Posted by kkl123 > 2020-11-10 12:17 | Report Abuse

Goo goo sheng is real goosheng
sold at 0.18 and bought back at 0.68 last week
and is making money now
EXCELLENT !!!!!GOO GOO GOO SHENG

Posted by GooShen > 2020-11-10 13:06 |

Post removed.Why?

Posted by GooShen > 2020-11-12 09:36 | Report Abuse

Gogogo 80 gogogog

Posted by yangxi > 2020-11-12 09:39 | Report Abuse

Aemulus never let me down. gogogo

Posted by kkl123 > 2020-11-12 14:18 | Report Abuse

old friend YANGXI
like to see you and hope to see you when AEMULUS becames Penta

Posted by kkl123 > 2020-11-12 14:19 | Report Abuse

l bought 2016
will sell off 2026

Posted by kkl123 > 2020-11-12 14:20 | Report Abuse

dont be too greedy
$10 okoklah

Posted by GooShen > 2020-11-13 15:27 |

Post removed.Why?

Posted by INVEST_AA > 2020-11-13 15:28 | Report Abuse

Overheated... even good result has been factored in... likely to come down soon

Posted by INVEST_AA > 2020-11-13 15:28 | Report Abuse

Good luck to those enter last...

Posted by Lee1971 > 2020-11-13 15:30 | Report Abuse

Aemulus potential is unbelievable

Posted by GooShen > 2020-11-13 15:30 | Report Abuse

Haha still low the price.
More upside ahead !!!!!!!!!

Posted by TheFFAPractitioner > 2020-11-13 15:30 | Report Abuse

https://klse.i3investor.com/blogs/theffapractitioner/2020-11-13-story-h1535573859-Why_This_Stock_has_Risen_160_in_Two_Weeks_A_Funds_Flow_Perspective.jsp

Good time to publish. I hope you enjoy reading.
Congrats to fellow investors :)

Posted by soonheng > 2020-11-13 15:33 | Report Abuse

Beach Capital Acquired Aemulus 26,179,375 shares

Posted by INVEST_AA > 2020-11-13 15:40 | Report Abuse

Crazy PE 92 x sure over priced

Posted by INVEST_AA > 2020-11-13 15:41 | Report Abuse

Goreng up fast and come down also fast...

Posted by INVEST_AA > 2020-11-13 15:43 | Report Abuse

overlooking too far ahead when the company has Not even shown tangible sustainable result

Posted by INVEST_AA > 2020-11-13 15:44 | Report Abuse

Goreng group is luring investors in then they sell...

Posted by awangdaud007 > 2020-11-13 15:45 | Report Abuse

INVEST_AA dunno anything about Aemulus? Pity pity

Posted by kkl123 > 2020-11-13 16:00 | Report Abuse

you all see !
follow GOOgoo sheng sure correct
He sold all on april 0.18and bought back at 0.68
last week
so great sure up up up ....to
$10lah
dont sell hold tie tie like excellent SHENG

Posted by INVEST_AA > 2020-11-13 16:04 | Report Abuse

later all selling already...

Posted by INVEST_AA > 2020-11-13 16:24 | Report Abuse

RED coming....

Posted by Activestream > 2020-11-13 16:57 | Report Abuse

INVEST_AA RED coming....

red your bloody head lah don't even know how too see the chart the buying is bullish you moron

Posted by EatCoconutCanWin > 2020-11-13 16:59 | Report Abuse

crazy.. proof the solid result pls..

Posted by Lee1971 > 2020-11-13 17:35 | Report Abuse

big company intend to go bigger is big challenge such as Penta.Their growth rate is narrowing.from past few quarter.Growth rate will be big leap for a company like Aemulus when there is big turn around from negative performance from last few quarter.This can be shown similarity like Penta many years back when they started from 60Cents .I believed Aemulus had turned around with the CEO's leadership.just my personal opinial no buy sell call

Posted by yangxi > 2020-11-13 18:17 | Report Abuse

huhuhu. thanks Mr Ng CEO

Posted by Robinhud > 2020-11-13 18:18 | Report Abuse

Breakout 52week high. Monday will be good momentum.

Posted by awangdaud007 > 2020-11-13 18:23 | Report Abuse

Aemulus ensures compliance with the standard operating procedures and guidelines
recommended by the Ministry of Health, Ministry of International Trade and Industry,
and other relevant authorities at all times. Precautions are taken to keep our
employees safe and to mitigate any negative impact to our operations in Penang from
the pandemic.
Recent change in the sales and marketing strategies had produced positive financial
results in Q3 and Q4 FY2020 for Aemulus. We are expecting this trend to continue
with better demand for our products worldwide.
Our engineering team from Malaysia are already in China since early November 2020
to assist in on-going commercial and technical support activities within the Far East
region. As such the risk of disruption to our business in this region is now reduced.
The management will continue to take aggressive actions to further improve our
financial performance in FY2021.

Posted by yangxi > 2020-11-13 18:27 | Report Abuse

The Group’s revenue recorded a marginal decrease of 4% in the current quarter (“Q4FY20”) as compared to the preceding year corresponding quarter (“Q4FY19”). Demand for the current quarter was derived from the enterprise storage, CMOS Image Sensor and RF Filter markets.
Other income has increased significantly in tandem with the recognition of gain on the transfer of intellectual property to our associate company in China, namely TMSS Technology (Jiashan) Co., Ltd. (“TMSS”).
Administrative expenses experienced a decrease of 17.2% as compared to Q4FY19 due to the cost saving initiatives implemented.
Other expenses recorded a significant decrease of 62.6% as compared to Q4FY19. In Q4FY19, the Group has provided an allowance for expected credit loss amounted to RM1.784 million whereas RM0.209 million was provided in Q4FY20.
In summary, the Group recorded a profit of RM1.040 million in Q4FY20.

Posted by ming > 2020-11-13 19:11 | Report Abuse

Wtf.. result like that can break historical high..
Market is sick

Posted by acronyx > 2020-11-13 19:23 | Report Abuse

it's not the result, it's the turnaround story. especially during global pandemic where businesses drop dead like mosquitoes.

Posted by Lee1971 > 2020-11-13 19:48 | Report Abuse

Company can grow far depends on the captain.it he can turn around from bad this company will back on track.not just other ppl said goreng stock

Posted by kkl123 > 2020-11-13 20:19 | Report Abuse

stock without goreng wont up
even TOP GLOVE ，MAYBANK ,PBB, TENAGA
all need goreng only can up

Posted by flyingtomoon2020 > 2020-11-13 20:26 | Report Abuse

Aemulus gogogo

Posted by flyingtomoon2020 > 2020-11-13 20:26 |

Post removed.Why?

Posted by Lord B > 2020-11-13 21:21 | Report Abuse

Beautiful. My darling aemulus. I will see you at rm1

Posted by loonginv > 2020-11-13 21:33 | Report Abuse

interesting..... by the way, how is the moridaru..? or laridulu.... kikiki

Posted by EatCoconutCanWin > 2020-11-13 23:14 | Report Abuse

CEO join the glove business which the glove is CMOS anti virus itself. The glove no need to wash and can protect against covid19 . Just recharge it with wireless charging and good to use.

Posted by kkl123 > 2020-11-14 05:34 | Report Abuse

mr coconut
ypu are real goosheng lah
everytime you come out the price will shoot up.
l konwn you since 2016

Posted by Lee1971 > 2020-11-14 08:14 | Report Abuse

I think with Eat coconut can win comments.i believe Aemulus will go further:).This is something we did not know with his finding

Posted by EatCoconutCanWin > 2020-11-14 10:04 | Report Abuse

Give CEO face la. My portfolio 380% gain. Results no good also need to said excellent results. Haha..

Posted by yangxi > 2020-11-14 10:45 | Report Abuse

i can buy new iphone 12 pro max liao

Posted by Robinhud > 2020-11-14 12:11 | Report Abuse

Market is not like what you think.
Even PN17 company price rise like hell. Look at nation wide.
Be smart&take oppotunities.

Posted by Observers > 2020-11-15 00:07 | Report Abuse

Why aemulus shoot up on friday? What happen?