Posted by Aries > 2019-11-03 11:30 | Report Abuse

I don't think MI produces any burn in equipment based on its website.

Posted by cytew > 2019-11-03 12:11 | Report Abuse

No one said Mi is producing burnt-in equipment, it was mentioned here because someone has asked about it...

Posted by monetary > 2019-11-03 12:27 | Report Abuse

yes. just my interest in semiconductor industry. noting to do with MI.

Posted by cytew > 2019-11-04 09:28 | Report Abuse

Technically , it comes back again at Bull Bull Bull region (牛牛牛区) at 2.37 and above, the next tp is at 2.72/2.73 region based on Law of nature (Fibonacci principle)

Posted by Hwai Hooi > 2019-11-05 11:07 | Report Abuse

what happen mi? silent up

Posted by hebeds > 2019-11-05 15:28 | Report Abuse

go gogo faster break 2.50 than sky is the limit

Posted by Cash Only > 2019-11-05 15:46 | Report Abuse

MI will never become Inari.. but it will be like Vitrox.. good enough.. If you accumulate enough volume.. says 1m share.. that would be easily make u 2-4m profit if they manage to hit RM3 after bonus...

Posted by monetary > 2019-11-05 16:50 | Report Abuse

can show your calculation? really tat much profit?

Posted by akupolitikkk > 2019-11-05 17:16 | Report Abuse

cannot god shen said this cant break, only worth RM0.10

Posted by bc8660 > 2019-11-06 18:18 | Report Abuse

Mi has growing potential, but need aiming for long term, the new factory in Bayan Lepas may increase of operating expenses and it's not running good production capacity and may not contributing profit in coming qtr results.

Good company also need time to fund, buy in slowly with your comfortable price.

Posted by Huntsolo > 2019-11-07 14:42 | Report Abuse

I knew the CEO. Very aggressive company, potential can be as good as Vitrox

Posted by Aries > 2019-11-07 14:47 | Report Abuse

MI is using Vitrox vision system. They complement each other.

Posted by monetary > 2019-11-07 20:22 | Report Abuse

so MI customers r also Vitrox customers

Posted by monetary > 2019-11-07 20:24 | Report Abuse

collaboration between 2 market leaders will strengthen their position in the competitive market.

Posted by Jing Yong Lim > 2019-11-11 12:23 | Report Abuse

怎么知道QR下个星期出炉的？

Posted by lambsauce > 2019-11-11 14:37 | Report Abuse

Mi Technovation set to expand beyond semiconductor sector
https://www.theedgemarkets.com/article/mi-technovation-set-expand-beyond-semiconductor-sector

Posted by bc8660 > 2019-11-11 15:15 | Report Abuse

News out but price drop...not the good days for press release.

Posted by monetary > 2019-11-11 21:09 | Report Abuse

where is the finance person. still holding MI?

Posted by Wudishijimo > 2019-11-11 21:56 | Report Abuse

Hope Q3 total sold out 45-50 machines

Posted by Jing Yong Lim > 2019-11-12 11:45 | Report Abuse

Q3别傻了，哪里可能新厂房订单马上暴增翻倍，没这么快的。明年就有可能

Posted by Wudishijimo > 2019-11-12 12:16 | Report Abuse

Q3 = 三个月的总数，不是一个月45。
那绝对合理。

Posted by Jing Yong Lim > 2019-11-12 12:22 | Report Abuse

有可能哦。。。。。等待吧~

Posted by monetary > 2019-11-12 14:37 | Report Abuse

share price v stable. qr should b decent.

Posted by monetary > 2019-11-12 17:41 | Report Abuse

is he hinting TSMC is it's major customer? this time really huat like pig head.

Posted by monetary > 2019-11-12 17:45 | Report Abuse

I think no company in bursa directly benefits from TSMC besides MI. True?

Posted by Aries > 2019-11-12 18:07 | Report Abuse

Frontkn is directly benefited from TSMC.

Posted by Crystal Tan > 2019-11-12 21:39 | Report Abuse

Mi will be entering era of robotic or automation in manufacturing..
But now Mi is the only one company in Malaysia provide packaging service.
If later entering automation era, does it can compete with pentamaster?.. How you all thinking ya?..
Mi still too yong in everything, such as technology, business model. Etc

Posted by Crystal Tan > 2019-11-12 21:42 | Report Abuse

We can find pentamaster offer several service in their website.. Their product, technology is penetrating many field of industry, but I only can search 4 products in MI website....perhaps Mi will keep growing and able compete with pentamaster and vitrox one day later.. Prove to us that it worth us for invest it for log term.. But now seem like too early to say that

Posted by Yu_and_Mee > 2019-11-12 22:11 | Report Abuse

TSMC is not Mi major or significant customer. Don't see he talk about TSMC then think it's mi customer

Posted by monetary > 2019-11-13 05:34 | Report Abuse

Yu and me. Do u have any proof TSMC isn't MI customer? I m just speculating. Hope u can enlighten us.

Posted by monetary > 2019-11-13 05:35 | Report Abuse

Crystal Tan. Welcome onboard.

Automation

MI isn't competing with Penta in automation segment. MI concentrates in automotive industry automation. Penta in medical & warehouse industries. Vitrox in machine communication type of automation.

Semiconductor

Correct. No competitor in Malaysia for MI wlcs packaging machine. In ATE, MI products just to complement it's packaging machine but not to complete with Vitrox & Penta (in my opinion). In fact, there is some sort of collaboration between MI & Vitrox (according to a former). As the saying goes. Got money earn together better than fight til both dead.

Posted by monetary > 2019-11-13 05:50 | Report Abuse

From my understanding here is the entry barrier in the order of high to low in semiconductor machines business.

Packaging - Inspection - burn in

Although MI product lineup doesn't have much variety but bear in mind it's position is at the top in terms of entry barrier.

Posted by monetary > 2019-11-13 05:57 | Report Abuse

Currently market assigned same PE to Penta & MI whereas Vitrox has the highest premium. MI has to show better result (higher sale & profit). Perhaps in the future maket will assign highest PE to MI & same PE for Votrox & Penta?Possible?

Posted by Jing Yong Lim > 2019-11-13 06:16 | Report Abuse

你们怎么看好，我怎么低价收购更多的票？等下那个wukong kongkam要笑你们吹牛了

Posted by Jing Yong Lim > 2019-11-13 06:28 | Report Abuse

MI的管理层已经已经很明示了，看TSMC投入的CAPEX在wafer packaging方面的资金，就知道MI的业绩好坏风向标了。一个TSMC的市值和市占率就吊打了前面10大OSAT公司了。

1：TSMC投入的CAPEX多少钱在wafer packaging equipment，直接让MI受惠

2：同样的TSMC投入的CAPEX多少钱在wafer packaging，然后封装测试的部分，给MI的10大OSAT客户承包来完成，间接让提供机器的MI受惠。

你们觉得哪种可能性比较大？

Posted by Jing Yong Lim > 2019-11-13 06:29 | Report Abuse

至于拿MI来跟PENTA VITROX来比较？

业务大多数性质都是不同的，而且不可一概而论

Posted by Crystal Tan > 2019-11-13 07:12 | Report Abuse

Monetary.. Thanks you for replying.

For packaging and sorting machine, MI have a lot of advantage on it as it is trademark of MI

When check on Pentamaster website, they do provide automation for industry use such as I-Arm-which my previous company had bought from them.

For Mi automation, I really hope they will be doing good and be aggressive somemore putting enough effort to build and create automation robotic service.. Becasue they are not the only company provide automation for industry 4.0. They will be facing a lot of competitor. But I believe their RND team as they doing excellent well in packaging machine. If next year can start provide income from automation service, means for this moment, they should have idea or what machine they going to build for automation sector doesn't it? Maybe we can ask management when we attending EGM held on next week.

To make sure company is heading to correct pathway and thus it can benefit all of us as its shareholder.

Posted by monetary > 2019-11-13 07:17 | Report Abuse

Jing Yong Lim 非常有远见。direct or indirect doesn't really matter. TSMC is like biggest semiconductor bank. When bank pours $ into market all will benefit.
Crystal Tan. Pls share with us once u got the information.

Posted by UnicornP > 2019-11-13 09:56 | Report Abuse

QR coming. Remember, results is not important this quarter, director's view on prospect is most important.

Posted by Jing Yong Lim > 2019-11-13 11:47 | Report Abuse

期待MI的工程师在研发R&D方面有好的进展。。。。

在本地公司，愿意给刚刚毕业的degree生，基本月薪RM4000。算是全国最高的了。留住人才

Posted by Jing Yong Lim > 2019-11-13 11:48 | Report Abuse

Wukong啊~可以别一直删除留言吗？看你装逼搞笑

Posted by monetary > 2019-11-13 11:49 | Report Abuse

精人看到金静悄悄捨。傻人看到金笑哈哈。

Posted by Hwai Hooi > 2019-11-13 14:13 | Report Abuse

WuKong wanna buy low mi, no wonder keep said drop let him got chance buy lowest price

Posted by Hwai Hooi > 2019-11-13 14:16 | Report Abuse

保持下降 ur fav

Posted by popo92 > 2019-11-13 20:16 | Report Abuse

Mi is serving OSATs like Amkor ASE INARI and ect, while OSAts serve foundries like TSMC intel samsung... their relationship are not difficult to understand. The increment of capex from TSMC is a good thing for semiconductor industry.

Posted by Wudishijimo > 2019-11-13 20:26 | Report Abuse

Most people here are positive about its prospect, so do i. And my concern now is what could be the possible negative news/outcome for them for coming quarter.

Posted by Wudishijimo > 2019-11-13 22:23 | Report Abuse

万一两年内突破2.6你怎么办呢？

Posted by monetary > 2019-11-14 08:57 | Report Abuse

你性吴。名叫刚吗？不如改为诬赖好吗？

Posted by monetary > 2019-11-14 09:43 | Report Abuse

wukong. 要买就快手。又要起飞啦。

Posted by Wudishijimo > 2019-11-14 10:16 | Report Abuse

高手，万一两年内突破2.6你怎么办呢？