Posted by smartInvestor1 > 2017-08-16 01:55 | Report Abuse

FPGROUP是一间生产半导体公司 主要市场是欧美英 本地和亚洲市场都不大
semiconductor sector- offering precision parts, module assembly and turn-key projects.

PE 28 = high 现股价已经反映了未来公司的业绩

> ada high growth? tak ada. low growth only.
> ada growth potential ? tak nampak masa sekarang.
> ada apa planning? tak ada masa sekarang.
> ada banker? sudah lari lo.
Jadi, low growth should have lower PE lo.

== overvalue ==

Posted by tksw > 2017-08-16 02:29 | Report Abuse

waa...smartInvestor sifu, you really a sifu,

Posted by tksw > 2017-08-16 02:30 | Report Abuse

SmartInvestor sifu, which company you looking at got the above haa? share with me la....

Posted by tksw > 2017-08-16 02:30 | Report Abuse

but I think FPG got planning ler,,,, just they dun wanna tell yet...

Posted by tksw > 2017-08-16 02:31 | Report Abuse

growth potential got chansy la... else the Vice President dun buy at 835...

Posted by tksw > 2017-08-16 02:33 | Report Abuse

banker dunno la, that one if can tell than fat tatt lor. SmartInvestor sifu, you know how to see arr? teach me, can?

Posted by haha54 > 2017-08-16 02:43 | Report Abuse

@smartinvestor1 thank you for your input. But appreciate if you can share more on how you get your info.

talking about growth. the company listed for 1 year only and in the Prospectus, they mentioned that they need to 2 years to utilize the capital including expansion. they had increase their sales in europe for the moment. I wish to know which company CAN high growth (if you dont midn to shre) within 1 year they listed and yet before they full expanded with the collected capital.

for banker , please show us solid source (chart , homily, whatever) that you could make such claim.

low growth should have lower PE? i believe there are many unreasonable PE in malaysia stock market LO~~~~~~~~~~~~~~~~~~~~~~

sorry if you think im rude , but hopefully you can show the info that leads to your opinion made.

Otherwise, you just a ...............

Posted by tksw > 2017-08-16 08:24 | Report Abuse

haha54 sifu, you also a sifu.

Posted by tksw > 2017-08-16 08:26 | Report Abuse

FPG can simply come out an expansion plan saying invest this invest that, but they are holding on patiently, either waiting for right time to announce, or carefully selecting their option.

Posted by Lee Yih Yeong > 2017-08-16 08:35 | Report Abuse

my friends working inside this company, he work as operators.. she said this 2nd half no special bonus to distribute to lower operation group. just FYI ... nothing to hide.

Posted by Rich > 2017-08-16 09:30 | Report Abuse

My reading is good result for Q4 :-
REVENUE PBT
Q4 10,461 3,526
Q3 9,371 3,798
VARIANCE +1,090 ( 272)
% +11.63% (7.16%)

But the losses for PBT was mainly due to as per explanation in report as per below :
(It was mainly attributed to decrease in other income by RM0.42 million of which was in
respect of gain on disposal of unquoted investment in immediate preceding quarter)

If we take out the above, the PBT was increased by +148 or 4.3%....

Posted by haha54 > 2017-08-16 09:36 | Report Abuse

@tksw i am not a sifu. If people share info with solid sources, that will be helpful.

Posted by tksw > 2017-08-16 09:39 | Report Abuse

Lee Yih Yeong sifu, company no give bonus means good to shareholders ma... save money for you. If give too much bonus, shareholders will scold la...

Posted by tksw > 2017-08-16 09:40 | Report Abuse

Stay calm, dun panic, evaluate the info then make your decision

Posted by tksw > 2017-08-16 09:42 | Report Abuse

FPG business is actually growing, as I shared last night. Now I elaborate a bit. but it is just a reasonable guess

Posted by tksw > 2017-08-16 09:44 | Report Abuse

If you read the audited report, the segmental report. shows growth of revenue in Europe and Malaysia except for "Other Asian Countries" which is flat, and North American, which suffer a significant decrease. but this has already been told much earlier by the company management.

Posted by tksw > 2017-08-16 09:49 | Report Abuse

If you read further on the disclosure, there is a line mentioning a major customer in North America contribute approx RM5 sales in FY17 compare to FY 16 21mil. which is scary。 Here is my guess: that customer is Broadcom. If we take out Broadcom, that means the company made some progress on other North American customer ma... No?

Posted by tksw > 2017-08-16 09:51 | Report Abuse

Now the MD said in press interview that Broacom order drop in FY17 is due to the meger with Avago ma... right? and these order is comming back liao ma... right? you see the Q revenue
trend, his story tally with figure ma... can say like that or not?

Posted by tksw > 2017-08-16 09:54 | Report Abuse

One must know hor... when companies merge, there will be a lot of re-organisation and chop head
operation ma... so what the MD told make sense. but Broadcom still need to do business ma... no? Now tha broadcom is comming back, dun you think the company must be good for the new
Broadcom-Avago to come back?

Posted by tksw > 2017-08-16 09:56 | Report Abuse

Rich sifu, you are good... ya the PBT improve compare to immediate Q. I just too lazy to work out the figure.

Posted by tksw > 2017-08-16 10:03 | Report Abuse

oh ya, dun forget the dividend. 1 sen, veli little, right? but its more than 30% of the earnings. Management dun even border to make it exactly 30%, round it up to 1 sen. Can say they are generous and kind to shareholders or not?

Posted by tksw > 2017-08-16 10:11 | Report Abuse

haha54 sifu, talk about sharing solid info, what else is more solid than those come out from the company's CEO and publicly in newspaper?

Posted by smartInvestor1 > 2017-08-16 10:13 | Report Abuse

actually i know nothing much about Fpgroup. Just cincai talk rubbish and hope someone fight back and tell us more.

Posted by smartInvestor1 > 2017-08-16 10:16 | Report Abuse

but i just know it is downtrend la. sudah break 0.82 support line

Posted by tksw > 2017-08-16 10:23 | Report Abuse

smartInvestor1 sifu, later those read your comment and scared, panic sale their shares will curse you... kakaka, but the share price will go down la... they sell then go down la... nobody sell how to go down?

Posted by tksw > 2017-08-16 10:23 | Report Abuse

I repeat, FY Q1 Q2 results of FPG is really bad if compare to FY16.... why the share price still go up up up? now that the results is actually improve, and deducing from the CEO representation in the press, orders are picking up in FY１８.　。。。

Posted by tksw > 2017-08-16 10:26 | Report Abuse

smartInvestor sifu, lurky you come out to clarify your intention...you've got your point. Now is entirely up to the so called banker whether wanna to drive the price down... if they do, you did help them... kakaka

Posted by tksw > 2017-08-16 10:27 | Report Abuse

I only share my thought ya, no say good bad buy sell

Posted by tksw > 2017-08-16 10:30 | Report Abuse

deleted my last line of mumbling ya...

Posted by Kelvin Chong Kok Yong > 2017-08-16 10:39 | Report Abuse

good mumbling, pls mumble more hehe

Posted by tksw > 2017-08-16 11:12 | Report Abuse

Kelvin Chong sifu, my thoughts skew towards positive side, so if ppl read and buy, or the dun sell, later the price fell, than how? Market is an unpredictable animal ohh....

Posted by tksw > 2017-08-16 11:14 | Report Abuse

I oso dunno whether to buy or not....kakaka

Posted by tksw > 2017-08-16 11:18 | Report Abuse

Pavillion sifu, how do you know insider massive build up arr? can teach or not?

Posted by Kelvin Chong Kok Yong > 2017-08-16 11:27 | Report Abuse

tksw sifu, ya what i see is fundamentally strong company with consistence income. not like other companies up down up down.

Posted by Kelvin Chong Kok Yong > 2017-08-16 11:27 | Report Abuse

wait la, wait they start enginee on M&A then u know the power

Posted by projecti2016 > 2017-08-16 11:34 | Report Abuse

expecting numbers to be better in coming FY. need to hold on for now

Posted by sayyouloveme > 2017-08-16 11:35 | Report Abuse

thank you tksw for info. :)

Posted by tksw > 2017-08-16 11:42 | Report Abuse

sayyouloveme sifu, not at all, I merely tok what was already known to public, just add a bit salt...

Posted by iambigshark > 2017-08-16 11:48 | Report Abuse

I would say can collect abit but on your own risk

Posted by tksw > 2017-08-16 12:14 | Report Abuse

FPG not down veli much wor...

Posted by tksw > 2017-08-16 12:19 | Report Abuse

smartinvestor sifu, about the support broken... yes... 820 broke, but 770 sen tested twice after the CEO mentioned in the papers that the revenue and profit double digit down. now the accounts confirmed what he said (again, 1st half down lagi teruk) , I think those ppl who wanna run, ran 7788 already. now still wait for those wanna see account to sell... if the price can hold at current level, it is good, correct or not?

Posted by Pavillion > 2017-08-16 12:43 | Report Abuse

Tksw I have info but any big broker should be able to help you.

Posted by tksw > 2017-08-16 12:47 | Report Abuse

iambigshark sifu is a smart sifu....

Posted by tksw > 2017-08-16 14:03 | Report Abuse

Pavillion sifu, I too small to know any big broker.

Posted by tksw > 2017-08-16 16:00 | Report Abuse

Looks like market accept the results.

Posted by Kelvin Chong Kok Yong > 2017-08-16 16:09 | Report Abuse

gentlemen start your engine!

Posted by Chengkai Kok > 2017-08-16 16:34 | Report Abuse

The market looklike believe Fpgroup boss,at least he din tell lie to investor n shareholder.
Cash flow no problem n growing stronger

Posted by Kelvin Chong Kok Yong > 2017-08-16 16:35 | Report Abuse

accountability is very important

Posted by projecti2016 > 2017-08-16 16:53 | Report Abuse

I'm cautious becoz not sure if next QR is not good (expected) then price will pull down again.

Posted by Kelvin Chong Kok Yong > 2017-08-16 16:58 | Report Abuse

if i didn read the FPG director's comment incorrectly from the edge, the results you are seeing now is considered not good results already, this is why he is saying the coming QR will be better.