Posted by zbaikitree2 > 2016-02-15 21:00 | Report Abuse

Zzzz.........

Posted by davidkkw79 > 2016-02-15 21:08 | Report Abuse

Quarter result just out, but it is a loss making result....

Posted by sheep > 2016-02-15 21:26 | Report Abuse

sure epf will sell part of their holdings...brace for a 20% drop.

Posted by Desa20201956 > 2016-02-15 23:37 | Report Abuse

company no more sales people can still talk Cock......

Posted by timing > 2016-02-16 00:38 | Report Abuse

tomorrow will drop how many %? lol

Posted by Bursa Wolf > 2016-02-16 08:58 | Report Abuse

prematching 38.5c

Posted by PDTs > 2016-02-16 09:09 | Report Abuse

those who listen at least wont suffer so much

PDTs Sell on strength/rebound. Hear it here 1st
02/02/2016 23:30

Posted by kymlym > 2016-02-16 09:23 | Report Abuse

It looked so promising.

Posted by sheep > 2016-02-16 09:24 | Report Abuse

epf gonna top up or reduce more? their holding

Posted by damiantreez > 2016-02-16 09:41 | Report Abuse

fair value is only at 15 sen. now is too expensive. EPS is only 0.89 for share price of 38 sen. Should drop more at least to 20 sen.

Posted by Bursa Wolf > 2016-02-16 09:41 | Report Abuse

EPF sell ?

Posted by kllady_fidah > 2016-02-16 09:58 | Report Abuse

runnn............

Posted by necro > 2016-02-16 10:04 | Report Abuse

Sejak bila ada EPF ni ?

Posted by Poh Eng Seong > 2016-02-16 10:09 | Report Abuse

sad sad

Posted by sheep > 2016-02-16 10:14 | Report Abuse

wont drop below ipo price. not o&g counters

Posted by richkid > 2016-02-16 10:23 | Report Abuse

Habis....loss making. Sad.... cut loss.

Posted by bjgdila123 > 2016-02-16 10:44 | Report Abuse

better lari nanti lagi jatuh lagi teruk

Posted by Old90 > 2016-02-16 10:47 | Report Abuse

Technically, look like it still can drop further, take caution.

Posted by jasonor > 2016-02-16 10:50 | Report Abuse

HOLLAND-ing?

Posted by francishuat > 2016-02-16 10:56 | Report Abuse

Lol those who holding, goodluck. May god have mercy to you.

Posted by Desa20201956 > 2016-02-16 10:56 | Report Abuse

Those who recommended this are the real Hollander Kings.

Posted by alphajack > 2016-02-16 10:56 | Report Abuse

oversold..will rebound to 40c+ eventually

Posted by Desa20201956 > 2016-02-16 10:58 | Report Abuse

Jack the Holan King....
Com Intel at 80 sen..Aemulus at 60 are all your babies.

Posted by isaac320 > 2016-02-16 11:03 | Report Abuse

does anyone know y the administrative expenses was high in the latest quarter report?

Posted by appsss > 2016-02-16 11:03 | Report Abuse

time to shopping

Posted by sheep > 2016-02-16 11:39 | Report Abuse

tomorrow down summore till T+3. queuing at 0.30. sure win

Posted by ocpd > 2016-02-16 12:26 | Report Abuse

Another sad case of listening to analysts.

Posted by Desa20201956 > 2016-02-16 12:34 | Report Abuse

In the case of alphajack , he is a former analyst.

Posted by bjgdila123 > 2016-02-16 12:37 | Report Abuse

buang buang kena lagi

Posted by pisangkuat > 2016-02-16 13:17 | Report Abuse

jack the singalingam...lah.....

Posted by Kumi_duit > 2016-02-16 13:18 | Report Abuse

Market Crashing effect...!

Posted by wjwong > 2016-02-16 14:39 | Report Abuse

Panic Panic! Sell Fast ^.^

Posted by isaac320 > 2016-02-16 15:23 | Report Abuse

walao....fast rebound...

Posted by harta999 > 2016-02-16 15:44 | Report Abuse

GOOD JOB.. AEMULUS TEAM....

Posted by appsss > 2016-02-16 17:14 | Report Abuse

Thanks for those sell Aemulus :)

Posted by Bursa Wolf > 2016-02-16 17:46 | Report Abuse

try get back below 30c , dont risk

Posted by Bursa Wolf > 2016-02-16 17:49 | Report Abuse

wait T4 , not yet selling climax

Posted by wjwong > 2016-02-16 17:55 | Report Abuse

Lai lai we all go job interview at aemulus and ask all those question to aemulus big boss!

Posted by slts > 2016-02-16 19:23 | Report Abuse

dead stock. sales & earnings collapsed
really disappointed

Posted by master_tan > 2016-02-16 21:22 | Report Abuse

Their business is seasonal impact, by next qtr onwards earning will back to normal and stronger earning in Jun qtr.

Posted by slts > 2016-02-17 07:30 | Report Abuse

all semicon business are seasonal weak in q4 & q1 is a fact
but a collapsed in sales/earnings is very abnormal

Posted by ocpd > 2016-02-17 08:03 | Report Abuse

you call this cyclical? lol ...

Posted by HITnRUN > 2016-02-17 10:20 | Report Abuse

When I wrote this comment before qtr report out, many ppl hentam me, I wonder where are those supporters now.....


HITnRUN From what I heard is that the coming qtr report is bad...probably the management is prepare to sell on news..

15/01/2016 14:57




johnkhoo @hitnrun never assume if you don't see it in person...I am hardcore supporter of this counter!!!

15/01/2016 15:12


HITnRUN I don't ask u to sell or buy, I just informed u about things that my vendor (also vendor of Aemulus) told me about the Aemulus Q4 business.

15/01/2016 15:31


master_tan Some one trying to spread negative news to press down the price.

15/01/2016 21:41




master_tan Pls show data else dont simply spread rumors

15/01/2016 21:42




johnkhoo Yes,talk without fact and figure just like empty talk...

15/01/2016 23:53

Posted by alphajack > 2016-02-17 10:52 | Report Abuse

say rdy rebound sohai desa didn't join at 37c and make 10% easy gain yesterday pui. small fly talk a lot

Posted by Galvin Wong > 2016-02-17 11:14 | Report Abuse

Aemulus did really badly this quarter because their 1Q2016 is the Sept to Dec period which has coincided with the smartphone market posting the worst results in the past few years (Apple and Samsung posting very weak sales growth).

Nevertheless, the fundamentals still remain intact. Very good R&D team that has come up with globally competitive products (major customers are Avago and Skyworks, 2 out of 3 of the world's biggest RF chip producers accounting for 90% of global market share http://247wallst.com/technology-3/2015/03/24/merrill-lynch-says-buy-these-3-top-radio-frequency-chip-stocks/) and their spending on the R&D is ramping up (CIMB reports that they plan to add another 15 to their staff of 100) in order to beef up their R&D team for the projects to come.

Also, they have worked closely with Avago to develop testers for cloud computing chips (CIMB Report). This type of relationship with such a major global player is invaluable and a high barrier to entry for other players. It is a vote of confidence of Aemulus capability to compete and it secures Avago as a customer as it expands its cloud computing business.

The semiconductor testing industry is an ideas and R&D game with the winner being the highest efficiency product (lowest cost of test). This continued focus on R&D will allow them to produce consistently quality products (http://www.aemulus.com/products) that will put them in very good position to capture the upside when the semiconductor cycle turns.

Can they weather a weak market? I think they can because they have a very healthy balance sheet. They just did an IPO and they have cash on hand - 28 mil in 1Q2016 down from 33 mil with hardly any debt at all (RM0.1 mil). And this coming quarter will probably be much better because smartphone production ramps up again in anticipation for the new releases in 3Q2016 (Apple will release iphone 7 this year).

In addition to this short analysis, Aemulus has just begin moving into Taiwan and Japan (CIMB Initiation Report), putting them in good position to gain more sales in the short term and establishing themselves here early in the downcycle will allow them to capture the upcycle given that they will alrdy have been in these countries awhile when the cycle turns.

There has been some rumours that the owners are selling and getting out but if you read their story, these guys are entrepreneurs who came out of secure jobs to build this business from scratch to what it is now for the past 10 years. It is unlikely that given the potential of their company, they will get out and leave this business behind. Also, do note that Teak Capital and Khazanah were former and current investors (Teak's shareholding has fallen below 5% probably because their fund's timeframe is hitting maturity http://www.dealstreetasia.com/stories/exclusive-teak-capital-to-stay-invested-in-aemulus-post-ipo-shares-subscribed-by-blue-chip-funds-11054/). These guys are big boys and professionals who have done their due dilligence.

This is a long term growth company (3-5 years) that still has a long ways to go. Aemulus themselves have said they want long term investors (http://www.bfm.my/breakfast-grille-ng-sang-beng-aemulus.html)

It would be nice though if some of us have access to management to ask questions or at least have some corporate disclosure in quarterly and annual reports for us retail investors. But in the meantime, we'll have to reply on research house reports.

Anyone has access to AffinHwang research on Aemulus? Please let me know, I can exchange CIMB reports. I'm also trying to get a better understanding into other companies that sell ATE in Msia (Virtrox, Elsoft, MMSV, KESM) so any help and discussion of ideas and info is welcome.

Posted by i4investor > 2016-02-17 11:16 | Report Abuse

I heard Aemulus machine got a lot problem, a lot reject and repair need

Posted by i4investor > 2016-02-17 11:17 | Report Abuse

a lot semicon industry now try to filter out it althought it cheap but quality not up to standard

Posted by ocpd > 2016-02-17 11:29 | Report Abuse

Pls keep this stock until next quarter result if you want more disappointments, as most ppl need 2 quarters results to wake up. Talking about cycle with me? I'm in semicon industry, this result doesn't look like due to cycles, it looks more like the pump and dump by insiders before ipo.

Posted by ocpd > 2016-02-17 11:32 | Report Abuse

Another risk factor of this stock is more than 50% of revenue comes from just 2 customers. Be careful of this kind of stock, as losing one of time will be devastating.

Posted by ocpd > 2016-02-17 11:37 | Report Abuse

If you wanna invest in semicon then take a look at Qualcomm as despite losing 2 major customers Apple and Samsung and semicon down cycle, its earnings still healthy while at the same time its stock price is 50% off its 1-year peak.