Posted by Felixck > 2021-02-23 20:59 | Report Abuse

Furthermore, the Group incurred RM0.5 million (YTD RM1.4 million) on development of several products which are slated to go into mass production in the next three to six months.

Posted by Felixck > 2021-02-23 21:06 | Report Abuse

At 15/2/21
They still want to hire staff.

Can go search on FB

Posted by Dave92 > 2021-02-23 22:08 | Report Abuse

Share price alr up by over 50 percent to reflect the good news.
But at the end... Weak result.

Posted by Dave92 > 2021-02-23 22:42 | Report Abuse

Nasdaq also on correction now, steep down.
Good luck.

Posted by Felixck > 2021-02-23 23:04 | Report Abuse

Plan to allocate balance money to salute.
But US market on sales

Need to grab US opportunities

Cheer
Shopping time

Posted by BursaFly > 2021-02-23 23:36 | Report Abuse

Tomorrow price will dive into sea, tighten your belt and good luck guys

Posted by Kimly2 > 2021-02-24 08:54 | Report Abuse

VenFx always bought high keep to low, better run first

Posted by Felixck > 2021-02-24 09:18 | Report Abuse

盘整在0.5- 0.6,
哪天去到0.75掉下来，也许消化了一些。
还好我的价钱低，还有点账面盈利。


今年开始是生产高MARGIN 的TWS耳机，盈利预计会好转。
市场几时偷步？
不知道。

如果有出席AGM会比较清晰公司的状况。

Posted by tapdance > 2021-02-24 09:37 | Report Abuse

Market is too fixated on the single bottom line figure.

So let me lay it out for those who can wait -

$KLSE-SALUTE explicitly says 'SEVERAL PRODUCTS SLATED TO GO INTO MASS PRO IN NEXT 3 TO SIX MONTHS'.

Posted by huiwen88 > 2021-02-24 12:15 | Report Abuse

@Felix what TWS product?upgraded Vista?Pls share the information,thx,

Posted by Felixck > 2021-02-24 13:12 | Report Abuse

I cant said the new customer name.
The new customer came from Australia and US, the earbud price around RM 1800.

New Vista is one of the product going to produce in 2021. Using Level 2 technology. Which is more better.

Their roadmap is making the product more better.
Vista is Level 1, which is fundamental.
Now enter level 2, which they gain more enquiry from new customer .
They keep investing their machine and increase production line recently .
With more and more advance technology, salute can have more chance to get new customer.

This is why I invest on it.
Use classic fundamental analysis salute, it is terrible company!

At the end, business got risk.
I can accept my capital lost, because Salute is one of the company in my profolio only.

Build a profolio, diversify.
Focus your active income
Spend less
Manage debt
Keep invest.

In a long term can build wealth.

Cheer

Posted by Nepo > 2021-02-24 15:22 | Report Abuse

RM 1800 per pc a bit pricy...
Apple Airpod pro only cost around RM 1000 per pc.
I wonder the demand is good or not esp in this bad economic condition.

...I have purchased Sony wireless earphone, quality also not bad, cost around RM 100++...

Posted by Felixck > 2021-02-24 15:48 | Report Abuse

The earbud special for hearing enhancement.

I use AirPod & Jabra, also ok.

Posted by Felixck > 2021-02-24 15:53 | Report Abuse

The company is listed company.
Last year figure, they get preorder around 6K unit.

And this company have a 3 years contract with salutica...

Posted by Felixck > 2021-02-24 19:13 | Report Abuse

出乎预料
在市场不怎么好的状况，
SALUTE才跌约6%。


今天我有位朋友cut lost 走了。
要卖的快点卖。
把资金投资在其他好股吧！

Cheer

Posted by BursaFly > 2021-02-24 19:27 | Report Abuse

From highest 0.75 drop more than 20% to 0.58, technically Salute already enter into bear zone, therefore you can see a lot of cut loss price comes out today, tomorrow is another price battle , sellers look still a lot

Posted by Felixck > 2021-02-24 19:53 | Report Abuse

Thanks for inform BursaFly

Posted by Kelly9353 > 2021-02-24 22:03 | Report Abuse

Felixck,really appreciate the info u shared , I oso invested in this share ....and keep monitoring whether any news or info regarding their on going business....juz wondering anyone working in this company,can provide some info whether the company is confirm busy in production line....(.knowing they are hiring ard 200 staffs)


I salute u as u r so confident with this company, 我也期待下个季度Salute可以转亏为盈，因为我的亲戚朋友都上了这条船......哈哈....让我们等个春天的到来吧

Cheers....

Posted by Philan008 > 2021-02-24 23:42 | Report Abuse

Hi Felixck,

I know what you mean, and to be frank, I think it is nt I cant wait for these few months but more like Salute only has these 6-9 months left, they are basically going ALL Out, with so little cash left, and hiring more, it is practically ALL or NOTHING...

But lets see how.... I doubt we gonna see improvement in next QR too right?

Posted by Felixck > 2021-02-24 23:49 | Report Abuse

我还没去的最有信心。
因为还有30%资金还没放。
如果我主观的安全感十足了，我会拉高。
但我保留拉高，给自己有点账面上的盈利空间。

其实那个四月lunch的耳机，Salutica 网站，esteem customer 里面有那个公司，美国的。

但是有个美国大公司，管理层不方便说。这个如果我知道的话就更有信心了。

刚刚去Jaybird社交平台看看，有人问几时出新耳机。Jaybird 回答叫他们留意宣布。应该很快要出了。


有人跟你买，压力山大咯。
哈哈哈！

Posted by Felixck > 2021-02-25 00:14 | Report Abuse

Nx quarter see improvement?
Frank to said, if everything work accordingly.
But investment is business, many uncertainty in business.

Salute is not Q to Q type of business.
It is still new in bursa and developing his own strength.
Many uncertainty, that why share price up and down.

If i got any news update from my observation
I will share here.

Cheer

Posted by Felixck > 2021-02-25 08:04 | Report Abuse

Philan,
Well understand your concern.
With many counter in bursa.
You can find company you comfortable invest in.

1st rule of Investment is: buy the company you can sleep well. If.not, even salute can make money in future, but hold till cant sleep well. Not worth.

Investment is part of our life, it should be fun.

Cheer

Posted by BursaFly > 2021-02-25 09:49 | Report Abuse

As long as under bear zone sentiment, any price increments will attract sellers very soon, unless huge volume to absorb selling pressure.

Those can't hold the shares for mid term better sell out first to protect your investment.

Posted by Kelly9353 > 2021-02-25 10:26 | Report Abuse

根据某消息来源，新耳机expected to be launched in this coming Apr - May 2021, 但是管理层不方便透露他们俩个新客户，that's y I am very concern for this coming quater result,May & Aug ,if really can improve , 那么对公司的不确定性可以减少，那么就可以放100个心投资了.....

冷眼前辈也持有salute 公司的2.6% 股权，我想我的投资应该不会错到那里吧......

Posted by Felixck > 2021-02-25 11:06 | Report Abuse

All the share I invested, most of the time I also got concern about nx quarter result .
Because I got expectation. Other investor too.

SAD TOO SAY， 以个股来说，大师都会翻船。

所有长期累积财富的投资者都有一个组合，而组合里大部分是10%以下把总体回报拉高。因为股价跌最多100%，而且很难跌100%， 但可以起超过100%甚至更多更多！

由于起100%或者更多需要时间，而这段时间股价上上下下，投资者就会根据股价变动做心里对话。然后做出当下最“聪明” 的决定。
其实公司也是继续经营生意、解决问题。
只是投资人喜欢根据大量资讯做买卖决策。
可惜，决策越多，错误越多。（可以问问你的reminsor ,长期累积财富的有什么特征）

Cheer

Posted by Kelly9353 > 2021-02-25 11:41 | Report Abuse

Less is more

Posted by Felixck > 2021-02-25 16:15 | Report Abuse

https://www.bloomberg.com/news/articles/2020-08-27/apple-ceding-wireless-earbuds-market-share-even-as-airpods-grow

Posted by Felixck > 2021-02-25 22:16 | Report Abuse

We have also made significant upgrades to our SMT lines in our advancement towards the manufacturing of miniaturized microelectronic modules to be made in high volumes for customer’s demands.

From annual report 2020.

Key work” significant” & “SMT line”
New SMT line meaning get contract from new customer.
Usually most of the manufacturer will produce small amount, if ok, get the deal , sign contract, they will invest SMT line.

What is SMT?

https://electronicstalk.com/smt-line/

Posted by abang_misai > 2021-02-25 22:17 | Report Abuse

kalau sudah tak yakin, boleh jual & hidup tenang.

Posted by Felixck > 2021-02-25 22:21 | Report Abuse

Ya. Betul bang.

Cheer

Posted by coolpe19 > 2021-02-26 11:33 | Report Abuse

new SMT line cost millions. because of this minus profit for this QR?

Posted by Felixck > 2021-02-26 12:08 | Report Abuse

According to info, is rm6million...
Meaning get big contracts from new and big customer.

Production start this year
Cheer

Posted by xuewenapeng > 2021-02-26 12:09 | Report Abuse

the most useless company in the world, better xl before it's too late, later cry don't come and find the excellent xuewenapeng

Posted by Felixck > 2021-02-26 12:11 | Report Abuse

I agree with you excellent xueeenapeng

Cheer

Posted by xuewenapeng > 2021-02-26 12:12 | Report Abuse

Cheer Felixck the wise man

Posted by BursaFly > 2021-02-26 12:42 | Report Abuse

This consolidation mighy take 2 weeks time, if want to look for better chances within this time frame, may consider to sell your share first, otherwise wait at lower price to collect more shares.

Posted by Felixck > 2021-02-26 12:48 | Report Abuse

Thanks for inform BursaFly

I tot US market down can make salute down
I key in 0.55 this 2 days see can get or not.( Try luck to allocate balance capital for this company )

Posted by BursaFly > 2021-02-26 15:09 | Report Abuse

Felixck, within this 2 week you might get the price you mentioned, no worry, just q there will do.

Posted by Felixck > 2021-02-26 17:33 | Report Abuse

Wow
Director sell share.

Posted by Nepo > 2021-02-26 19:39 | Report Abuse

Felixck is our spiritual leader. Hope he is always here to give latest info about the co..

Posted by huiwen88 > 2021-02-26 20:46 | Report Abuse

@Felix how to interpret the move? Thx

Posted by Felixck > 2021-02-26 23:03 | Report Abuse

恭喜发财
元宵节快乐。

大股东卖股，一般直觉都是不好的，所以我的分析绝对有偏见的。
提醒一下，我也是用公开市场资讯判断，然后猜的。
投资就是建立组合，然后接受个股是可以亏50%/100% 的，但可以有机会赚200% 以上。
以个股来说，再厉害分析，生意是会变的。

好了，卖两百万股，对于他们还有57%持股来说其实很少罢了。我相信以后还会卖的。

假设公司真的变质了，他们卖，其实RM拿回1.2million很少罢了。

再看看2019 /8/23， 也是卖了7百万，过后VISTA九月终于推出，股价开始飞。
我猜哪时候应该是卖给一些大户吧！（不知道是不是冷眼）


如果真的没信心，真的建议卖掉不要烦了。
如果股价因为股东卖股下挫，跌穿0.5, 我会加剩下的资金。
我加码不是因为我知道接下来发生什么事情。投资永远都是未知数的事情，所以才好玩。

Cheer

Posted by lowbuyhighsell > 2021-02-27 10:36 | Report Abuse

er... 大股东卖出。。。

Posted by Felixck > 2021-02-28 12:02 | Report Abuse

先说说我投资SALUTE的原因

就是投资“他们要打造自己的技术蓝图。”
而这个蓝图已经开始看到成效了。

Salute 就像一个健康的人，在打造过程中由于大量的开销和不稳定的生意回报，导致他入院，现在在ICU。

经过那么多个季度的抢救，医生专业角度已经判断他“终身残废” 了。

只有护士看到他手指开始动了，觉得有希望。（手指开始动意思是在打造自己的技术蓝图里，从单一客户，已经开始接到5个新客户了） 但处于开始阶段，而且生意不是直线上升的，还有很大的生意风险。
所以忍受不住，不要买这只股。


曾经SALUTE两次跌穿BOOK VALUE， 一次是2019 年给我0.35 sen 逮到，可是由于资金没放完，飞起来100% 左右我卖完大部分，因为不知道发生什么事大起。留下一小部分出席AGM。我也觉得没赚很多。

第二次跌穿是2020 COVID。
拜MCO 2 传闻的那星期，和第二个星期“紧急状态” 新闻，我终于找到机会来低了。
现在其实市场已经开始有期待了。
一度穿越100% BOOK value超过70 sen


历史P/BOOK最高去到3.7， 这是期望和信心最高时候。
现在由于期待落空，信心没了，对我来说有安全边际。

老板卖股不是好事。我会看有没有情绪机会买进。我预计HOLD 最少1年，过后再看。


*另外补充。由于一月进入大量生产，所以预期下个季度会好。
可是会计上，他的REVENUE是运去美国，客户收到了才算数。他们运输需要3个月左右哦！

Posted by Christina Chiu > 2021-02-28 17:10 | Report Abuse

谢谢@Felixck 在这里清楚的讲解及分享

Posted by Kelly9353 > 2021-02-28 17:18 | Report Abuse

Thanks @ Felixck 无私的分享,sharing is caring

Posted by Kelly9353 > 2021-02-28 17:23 | Report Abuse

https://www.enanyang.my/%E8%A6%81%E9%97%BB/salutica-allied-solutions%E6%8E%A8%E5%87%BAfobo-trace%E8%BF%BD%E8%B8%AA%E5%99%A8

Posted by Philan008 > 2021-03-01 10:15 | Report Abuse

Felixck 师兄， 你觉得 今年 4-6月还有 7-9月QR 的 Profit 会在什么数字左右？

想了解　你觉得这些巨额投资　换来的　每个月　NetProfit 会在什么水平 =D

Posted by Felixck > 2021-03-01 11:38 | Report Abuse

我很年轻罢了
不要叫师兄。

数字？老实说，我不懂啦！
我如果有短期预测能力，应该会在投资路上亏大钱。


这个股其实还很新。在打造着，具体数字看很烂。现在是混乱中慢慢shape好它的生意和客户。

关于巨额投资。其实有点矛盾。
如果一个公司没机会巨额投资了，它的成长只能靠效率。特别是科技电子工业是必要。
但可以巨额投资不代表我生意滚滚啦！

我引用最新Annual report 的一段话：
within the next 12 months from the date of approval for issuance of this set of financial statements, no significant cost cutting measures or reduction in the budgeted capital expenditure are planned.

管理层没有要慢的意思。

还有一点，他的客户是国际MNC。 这些公司除了看你的科技能力，也看你的财务能力。不然他们不会随便跟你签约。

Posted by Philan008 > 2021-03-01 11:49 | Report Abuse

haha 其实 不是因为 你的年龄，是猜想你可能真的就是 师兄....

Anyway will look forward to next and next QR, and if falls at below my purchase price significantly, will consider average down some.... else just leave it and see where this leads to....