Posted by bsngpg > 2019-10-17 10:34 | Report Abuse

To start knowing MI, today Bought in MI at 2.32. Queue to buy more at 2.29, 2.25. Will drive to see it’s new building(outside) next week. Good luck.

Posted by Collin Soo > 2019-10-17 10:51 | Report Abuse

The financial results was not stable. Some quarters very good but some quarters not. Can buy or not?

Posted by bsngpg > 2019-10-17 11:03 | Report Abuse

I see it’s potential to become Vitrox 2.

Posted by monetary > 2019-10-17 11:45 | Report Abuse

I m v tiny. U won't notice my Q, fund manager :)

Posted by monetary > 2019-10-17 11:50 | Report Abuse

Sold MI? What r u going to buy? Only MI Vitrox Penta products have a niche in the market. The rest r competing fiercely to each other. U can buy osat but all r priced reasonably except the apek MPI.

Posted by Jing Yong Lim > 2019-10-17 12:03 | Report Abuse

拿MI来比喻成VITROX，还言之过早了

Posted by Jing Yong Lim > 2019-10-17 12:04 | Report Abuse

话说MI的客户7 8 9 月的营业额都不错，所以MI的表现我放心！

Posted by Jing Yong Lim > 2019-10-17 12:08 | Report Abuse

还没有收够票，还想它跌更多。。。虽然知道现在有点困难了

Posted by Jing Yong Lim > 2019-10-17 12:08 | Report Abuse

为什么我知道？因为找资料。。。与其跟楼上的人耍嘴炮，倒不如老老实实去做功课，研究，操作更好

Posted by Jing Yong Lim > 2019-10-17 12:11 | Report Abuse

2000年的科技泡沫很疯狂，UNISEM MPI那时候很牛逼，后来结果是...

Posted by monetary > 2019-10-17 12:12 | Report Abuse

我是说MI vitrox penta 的产品在市场有被认同的地位。

Posted by Jing Yong Lim > 2019-10-17 12:14 | Report Abuse

的确是如此。

Posted by yorkyork > 2019-10-17 13:07 | Report Abuse

Operator newbies give bonus n made the price drop.

Posted by yorkyork > 2019-10-17 13:08 | Report Abuse

Correct mi penta Vitrox this all got brand at the machines

Posted by bsngpg > 2019-10-17 13:16 | Report Abuse

I will never think that Penta is in same league of Vitrox on the perspective of mgt integrity, know how and technology.

Posted by bsngpg > 2019-10-17 13:17 | Report Abuse

MI is new to me. Just became tiny shareholder today. Yet to know more about its mgt, technology and biz.

Posted by bsngpg > 2019-10-17 13:18 | Report Abuse

Already got connection to its engineer, will try to know more from inside.

Posted by monetary > 2019-10-17 13:24 | Report Abuse

wow! insider news. pls brief us, bsngpg.

Posted by loonginv > 2019-10-17 13:26 | Report Abuse

三军未动，粮草先行。 OSAT未动，ATE先行。
can say like that ka......

Posted by bsngpg > 2019-10-17 13:32 | Report Abuse

No insider news. Just will ask how busy is the work load? Hiring new engineers?

Posted by monetary > 2019-10-17 13:48 | Report Abuse

OSAT未动? Inari 已经 PE30了。Unisem Gtronic PE23 24. MPI 应为 liquidity 问题被底估。

Posted by monetary > 2019-10-17 13:56 | Report Abuse

All r reasonably priced including MI but MI has more growth potential. We r buying it's future.

Posted by monetary > 2019-10-17 13:57 | Report Abuse

To b precise. More visible growth potential.

Posted by monetary > 2019-10-17 16:22 | Report Abuse

perseushermes. Pls accept my sincere apology for being rude to u. I thought u were someone using scare tactic to frighten investors. In fact u gave us v good warning. 真是有眼不识泰山. If u do visit Coffee Bean let me have the pleasure to buy u coffee.

Posted by Fundamental123 > 2019-10-17 17:14 | Report Abuse

MI and MMSV , both have very good potential business ; We would like to see MMSV share price breaking RM1.00 in a month hopefully. Good luck !

Posted by Jing Yong Lim > 2019-10-17 18:23 | Report Abuse

MMSV，真的投行看好。但事实如何，接下来几个季度的业绩会说明一切的

Posted by Fundamental123 > 2019-10-17 19:23 | Report Abuse

作为投资者，我们对任何具有潜能的公司，会加以思考及举一反三。

Ok Time will tell you the results and developments

Posted by monetary > 2019-10-18 07:29 | Report Abuse

mmsv 的产品如何以众不同呢？Elsoft mmsv vis 都大同小异。In terms of profit margin I rate Elsoft excellent. Mmsv reasonable. Vis is low. Elsoft is Fobes Asia 200 Below 1bil cap stock. Elsoft PE 21 mmsv PE 25 simply bcoz mmsv is industry 4.0 thematic play. Can mmsv really benefit from industry 4.0? Any contract awarded?

Posted by cytew > 2019-10-18 07:32 | Report Abuse

(2.50-2.14) x 0.618+ 2.14=2.362

(2.50-2.14) x 1.618+2.14=2.722

Since yesterday it closed at 2.37, means Mi has entered into bull region again , pending its Q 3 results and bonus issue, it is likely to hit 2.72 in coming weeks when its trading surges again...

Posted by monetary > 2019-10-18 07:39 | Report Abuse

in terms of visible growth potential, MI tops ranking.

Posted by Jing Yong Lim > 2019-10-18 12:21 | Report Abuse

我不想打脸看好MMSV的投资者。。。。真的，MMSV资料非常有限...

Posted by popo92 > 2019-10-18 12:23 | Report Abuse

monetary, from i have heard and seen...Elsoft testing equipment is more efficient than mmsv and vis. But Mmsv ability to get big contracts are more efficient among. Vis is the weakest in all aspects and the smallest among.

Posted by Jing Yong Lim > 2019-10-18 12:27 | Report Abuse

我还是那句话，MMSV的优势在哪里，我真的不清楚。没人能够跟我厘清
MMSV的优势？
技术
赚幅
成长
行业趋势
客户群
生意模式等等等...
坦白说本地的电子半导体公司来来去去都是lebih kurang差不多的。。。比如说ATE就有几十家了。。。
ATE有优势的VITROX PENTA
自动化系统有优势VITROX PENTA
所以？？？
为什么我不提起MI，免得被人说我赞MI踩其他的公司。
#买卖自负

Posted by Jing Yong Lim > 2019-10-18 12:27 | Report Abuse

如果写错麻烦纠正

Posted by popo92 > 2019-10-18 12:38 | Report Abuse

老实说科技板块有些涨得太快了， 下个月的业绩是否每一家都达标预期 我敢说至少一半不达标

Posted by monetary > 2019-10-18 12:53 | Report Abuse

thanks for the info popo.

Posted by Jing Yong Lim > 2019-10-18 13:08 | Report Abuse

肯定的，我国相关行业出口负增长，谁会中招

Posted by loonginv > 2019-10-18 13:55 | Report Abuse

jy lim, how you judge on elsoft since you so pro in this sector, their profit margin looks interesting. appreciate if you can advice

Posted by popo92 > 2019-10-18 15:03 | Report Abuse

You are welcomed monetary, let’s us enjoy the ride.

Posted by monetary > 2019-10-18 15:27 | Report Abuse

JY. perseushermes means u name a stock n he will push.

Posted by akupolitikkk > 2019-10-18 16:38 | Report Abuse

huhu

Posted by monetary > 2019-10-18 17:06 | Report Abuse

MI use diesel. lol!

Posted by thesteward > 2019-10-18 20:15 | Report Abuse

Keep

Posted by Jing Yong Lim > 2019-10-19 18:52 | Report Abuse

Loonginv关于ELSOFT，他的赚幅很高，傲视同行。ATE领域他也是有相关技术优势的。管理层MR.TAN厉害转型，之前有报纸报导过该公司已经在过去的二十多三十年转型了4次。现在要转型第五次，希望能够成功。而他家的工程师不给力。研发了这么多年最近才有消息。应付不了ATE领域贡献下滑带领的影响。至于赚幅嘛，公司就是秉持着没有多赚幅的生意就不做。很有个性，并非贪心全部hambalang有的没的拿来做。有高赚幅的生意订单才做。之前有买过ELSOFT这家公司，在我买MI之前。

Posted by Jing Yong Lim > 2019-10-19 18:55 | Report Abuse

Persueshermes我买入的公司？analysis？买股票要做功课吧？目前是有几只心水股：
AEM
BURSA
CHINA SUNSINE
FRENCKEN
MI
PETGAS
SERBADK

Posted by Jing Yong Lim > 2019-10-19 18:59 | Report Abuse

BURSA PETGAS有到了我可以接受的范围价格，就100股慢慢收。而CHINA SUNSINE 和 MI是我的重仓（我还在收着票）
其他的公司还在观察中...

慢慢收的，可以累积，成为股息来源
重仓持有的当然是注重成长啊~

Posted by Jing Yong Lim > 2019-10-19 19:02 | Report Abuse

MI的话，只能等待他的业绩表现了。这个季报出炉5-6 SEN的每股盈利，就hoseh了。MI的每个OSAT客户的营业额7 8 9 月的都对比去年增长了不少，希望對MI也是利好吧~

Posted by loonginv > 2019-10-19 19:32 | Report Abuse

jylim, thanks for your list, will look into it.

Posted by Rwkl > 2019-10-19 20:15 | Report Abuse

Guys. Very interesting read but would appreciate if postings are in English please....

Posted by GooShen > 2019-10-21 09:22 |

Post removed.Why?