Posted by Expertise > 2019-12-12 09:12 | Report Abuse

no nid promote at here .back to your own forum

Posted by jjasonlim > 2019-12-12 09:13 | Report Abuse

Suggest take profit at 0.24, too huge block at 0.245

Posted by MohdZaha > 2019-12-12 17:24 | Report Abuse

selllllllllllllllllllllllll

Posted by CHLEONG888 > 2019-12-12 19:00 | Report Abuse

Use our own judgement, do not influence by others

Posted by Freedom Investor > 2019-12-12 21:13 | Report Abuse

If VS perfomance good will influence istone?

Posted by gemfinder > 2019-12-12 21:30 | Report Abuse

If next q result stil grow, sure above 30sen

Posted by PresidentRotiCanai > 2019-12-12 22:45 | Report Abuse

VS so good QR result... Sama2 Dyson theme, Istone also will get the benefit

Posted by Mabel > 2019-12-12 23:26 | Report Abuse

I think tomorrow it will go up further...

Meow!

Posted by jjasonlim > 2019-12-13 07:40 | Report Abuse

These few trading days, selling Q very heavy, seem like impossible to break 0.245 so easy. Everyday just got ppl buy in few thousand lot at 0.245, but selling Q there 60 thousand lot there.

Posted by Ncm88 > 2019-12-13 08:23 | Report Abuse

mtag skpres ataims istone semua limit up

Posted by ahwong > 2019-12-13 11:27 |

Post removed.Why?

Posted by gemfinder > 2019-12-16 22:13 | Report Abuse

I think going up soon

Posted by jjasonlim > 2019-12-17 00:31 | Report Abuse

ya, the buying Q so strong at last minutes, tomorrow can break 0.245?

Posted by gemfinder > 2019-12-17 07:21 | Report Abuse

Hopefuly

Posted by MohdZaha > 2019-12-17 09:01 | Report Abuse

sapu

Posted by ariehazimi > 2019-12-17 09:07 | Report Abuse

yesterday volume 11,932,200, today tp 0.265

Posted by PresidentRotiCanai > 2019-12-17 12:29 | Report Abuse

Breakout triangle. Huat ar!!!

Posted by gemfinder > 2019-12-17 16:43 | Report Abuse

suda mari hoh

Posted by Wolf of Beach Street > 2019-12-17 17:19 | Report Abuse

Close 0.245, tmr got show

Posted by investortrader88 > 2019-12-17 18:51 | Report Abuse

good closing. !

Posted by Expertise > 2019-12-17 21:56 | Report Abuse

Tomorrow 28cents?

Posted by gemfinder > 2019-12-17 22:01 | Report Abuse

Hopefuly

Posted by Expertise > 2019-12-17 22:49 | Report Abuse

Cheers

Posted by Mabel > 2019-12-17 23:20 | Report Abuse

Meow!

Posted by THEREALDEAL > 2019-12-18 08:46 | Report Abuse

18,594,100 is yesterday volume, today heng ong huat argh!

Posted by nurfarhan > 2019-12-18 09:07 | Report Abuse

today tp 0.28?

Posted by PresidentRotiCanai > 2019-12-18 09:09 | Report Abuse

Breakout triangle

Posted by gemfinder > 2019-12-18 09:50 | Report Abuse

must hold on 0.25!!!!

Posted by kent_1 > 2019-12-18 10:12 | Report Abuse

Lets see if it can close above 0.25 today

Posted by hawhaw > 2019-12-18 10:43 | Report Abuse

understand from supplier from this industries, they are discussing a factory automation project toward 4.0 standard, value close to 100M, not sure how true is it. maybe this is 1 of the catalyst for price raise recently

Posted by 1711 > 2019-12-18 11:50 | Report Abuse

Stoney, well done ! keep it up !

Posted by Expertise > 2019-12-18 11:53 | Report Abuse

Means good news announce soon....clap clap

Posted by Mabel > 2019-12-18 16:14 | Report Abuse

Meow!

Posted by PresidentRotiCanai > 2019-12-18 20:13 | Report Abuse

Finally price break triangle

Posted by PresidentRotiCanai > 2019-12-18 21:31 | Report Abuse

Main client is dyson, benefit from industry 4.0

Posted by PresidentRotiCanai > 2019-12-18 22:31 | Report Abuse

ISTONE involves in manufacturing automation business primarily offering design, manufacture and modification services of specialised automation machines as well as provision of Data Management System (“DMS”). The core business is also complemented by machining fabrication and distribution of manufacturing automation software and hardware (robotic arms). The group has over 100 active clients from various industries such as consumer electronics, automotive, robotics and semiconductor, reinforcing ISTONE’s capabilities on the diverse industries of automation expertise. Among the top renowned clients are Dyson, V.S. Group and ATA Industrial having up to 12 years of solid business relationship, with Dyson being the major sales contributor (>65%).

As a strategy to enhance its competency, increasing productivity and efficiency, 10.7% or RM4.2m of the proceeds will be utilised for process and product development. The new products and features in the pipeline are namely deep learning system for vision inspection machine, i-FCT (automated joint-test system) and i-MES (advanced DMS). To improve manufacturing efficiency, ISTONE plans to produce standard modules which will set to reduce project lead time. Another 17.4% is allocated for the construction of new Design and Development (D&D) centre with anticipation of increasing D&D activities, expected to be completed in 48 months after listing. Meanwhile, 13.3% will be used for capital expenditure to upgrade manufacturing capabilities. Lastly, 34.5% and 15.1% of the fund is allocated for repayment of borrowings and working capital requirements respectively.

As at 23 May 2019, ISTONE has an unbilled purchase orders of RM25.79m, providing near term earnings visibility over the next 2 to 5 months. Gearing ratio is set to improve from 0.6x to near zero post listing. Given ISTONE’s expertise on customised automation machine from various industries, we expect earnings growth to be driven by higher adoption of manufacturing automation tapping on government’s initiative of Industry 4.0.

Posted by THEREALDEAL > 2019-12-19 08:31 | Report Abuse

UP UP AND AWAY

Posted by RogerTan901111 > 2019-12-19 10:39 | Report Abuse

Hmm if Dyson contributes to >65% of I-Stone's sales, it's quite worrying. Looking at Dyson's biz model - they are selling premium product at premium prices, which is expected to last for decades. How many can actually afford these? are there no substitute or potential substitute that is equally as good as their products?

Take for example Apple. Apple sells premium products at premium prices. Well, premium can be subjective, but we are looking at the build quality and the software ecosystem here. Ppl are willing to pay as they are stuck in the ecosystem from the phones, watches, airpods, macbook etc and it all works seamlessly. So, these bunch of customers "renew" their purchases once every 3 years or so (maybe slightly longer for macbooks), and there's also software and subscription sales to it. This is where Apple has something called "Moat".

Now, Dyson doesn't seem to have any moat at all. a LED table lamp for 2.5k? I mean, if all their products work seemlessly through an app or something, then maybe people gets stuck to their ecosystem and want to upgrade whenever their "vacuum cleaners" have a better technology or something. but a vacuum is a vacuum, and there aren't much to innovate (at least for now).

However, that being said, Dyson can still grow globally, selling and marketing to the Greater China, America, and Europe. That's where their potential lies. But other than expanding horizontally to new customers, they really need to look how they can expand vertically too, and getting existing customers to be "hooked" on to their products.

Posted by Mabel > 2019-12-19 23:34 | Report Abuse

Meow!

Posted by kenny chua > 2019-12-20 10:06 | Report Abuse

sorry to say i going to sell istone first, and going to buy arb 7181 now, big 100million project going to announce soon in few weeks time!

Posted by Salsabila > 2019-12-20 13:19 | Report Abuse

Waiting to reach 0.28 tp1

Posted by THEREALDEAL > 2019-12-20 15:51 | Report Abuse

sell, bye bye

Posted by lee1001jeff > 2019-12-20 16:57 | Report Abuse

Target price 1.00

Posted by mrknowled > 2019-12-20 18:50 | Report Abuse

Target price 2.4 better la or rm240

Posted by Mabel > 2019-12-20 19:42 | Report Abuse

Meow!

Posted by jjasonlim > 2019-12-21 17:45 | Report Abuse

Average PE for this industry is?

Posted by RogerTan901111 > 2019-12-23 00:27 | Report Abuse

Lol @Yu_and_Mee, my statement above does not mean to bash I-Stone. I was bashing Dyson in fact. I have a substantial position in I-Stone, at average of 0.18. in fact will be paying a personal visit to their factory to have a better feel of things. PE is skyrocketing as the share price goes up, no visibility on Dyson’s performance. That is where the risk lies. All in all, I do have high hopes for this company being in IR4.0, but they have to really look forward beyond Dyson.

I have to continue sharing my opinion if it helps others to understand risk. We can’t be in this forum to just share good news and everything nice about the stocks we own.

Posted by THEREALDEAL > 2019-12-23 09:07 | Report Abuse

Good say guys

Posted by S_ken > 2019-12-23 10:22 | Report Abuse

Correct me if i am wrong, assuming next QR EPS = 0.20, So total past 4 QR = 0.43+0.22+0.15+0.20= 1. PE is 24 now, is it really that high for an automation company? plus current EPS 0.15 is due to one off listing expense, exclude one off the PE is even lower.

Posted by jjasonlim > 2019-12-23 15:12 | Report Abuse

Ya, most people just see the EPS at 0.8, but forgot this EPS is for 3Q only, and one off listing expense.