GLOBETRONICS TECHNOLOGY BHD

KLSE (MYR): GTRONIC (7022)

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Last Price

1.22

Today's Change

-0.08 (6.15%)

Day's Change

1.22 - 1.30

Trading Volume

5,074,500

Meeting


Ann. Date Date Time Type Venue View
Discussions
15 people like this. Showing 50 of 7,074 comments

canbuyla

can a group of MONEY GAME CRYPTO ppl manage such a big semicon co..? anyone can enlighten??

2 months ago

Tanleechoo

Disappointed qtr..

2 months ago

EatCoconutCanWin

i saw FTZ globetronic plant near Intel being use as cafeteria for bangladesh construction meal and resting place. what i can conclude is the plant business getting hard and lesser order.

2 months ago

nhbeen

Hardly seen any turnaround for the business soon. Management's excuses on poor business performance are always the same. They should at least put forward some concrete plans to boost revenue and bottomline. Let's see what directions the new board members can bring.

2 months ago

Tanleechoo

The old board n mgt all r rich with esos ..???can’t think out of box .? Looking at pft continue to go south for the last 3 qtr ..

2 months ago

EngineeringProfit

Lack of innovation.............cannot

2 months ago

Tanleechoo

Well said …initially I thought old NG retired n new blood coming in give some…turn out he sell all his stake

2 months ago

newlifenolie

New Chairman is a Young Man, quite confident he can pull up some young blood talents to drive the company.

1 month ago

Tanleechoo

👏👍🙋‍♂️let see their next move Fr the NEW

1 month ago

nhbeen

No doubt new chairman is young, but they are in different business fields. It will take a while for the new team to learn about the semiconductor industry. Whether they can make make it or not remains a question because technology changes too fast. Keep an eye on the next few quarters to derive some clues.

1 month ago

NatsukoMishima

Vstecs , ranhill better than this !

1 month ago

Tanleechoo

Agreed ..Vstecs look more promising,!

1 month ago

NatsukoMishima

Vstecs is a hidden gem that just started to skyrocket due to malaysia wants to be data center hub in SEA , they need a lot of servers , iot products , IT services support ! Vstecs np will hit 100million next year !

1 month ago

fortunefire

surpass 2.x isn't a dream

1 month ago

DickyMe

1.20 coming soon.

1 month ago

Tanleechoo

New board talk of AI … pl execute by action ..oresle 1.00 soon

1 month ago

cooledhawk123654

intend to venture into different area of its specialty, can be either make it or lose it.....risk involved

1 month ago

cooledhawk123654

no earning and yet declared dividend 2 sens...

1 month ago

nhbeen

@Tanleechoo. You are right. Execution is more important with the action plan in place. The new board comes from diverse experiences but new to semiconductor related industry. It takes time to pick up the crucial industrial experience and network. How fast they can put their plans into action is crucial.

1 month ago

Tanleechoo

Not come in as intern board..u r paid to deliver result

1 month ago

家俊

LOL NATSUKOMISHIMA. funny leh you. dunno now who slapping his own face leh har?

1 month ago

Tanleechoo

Which co in Malaysia so far do well in India.? Last time mudajaya ..n few fail badly ..

1 month ago

Tanleechoo

OMG! Let see how current board bring us to India for spicy curry !down 2.8% today ?

1 month ago

nhbeen

How GTronic venture into India could be fruitful yet to be seen. Many companies that invest in India ends up badly ultimately.

1 month ago

家俊

im sure NATSUKOMISHIMA this guy will ask yall buy
and promise u a wonderland after buy

1 month ago

EngineeringProfit

Can wait. Getting cheaper is more yummy

1 month ago

ivanlau

---------- quote ---------
Stock: [GTRONIC]: GLOBETRONICS TECHNOLOGY BHD

1 month ago | Report Abuse

Back to basic, if based on forward eps 7 x 18 pe, the fair value only 1.26 , today closing 1.44, think about that...........
--------- unquote -------
Today closing 1.37 !!!

1 month ago

EngineeringProfit

Can wait. Getting cheaper is more yummy


ivanlau

1,315 posts

Posted by ivanlau > 35 minutes ago | Report Abuse

---------- quote ---------
Stock: [GTRONIC]: GLOBETRONICS TECHNOLOGY BHD

1 month ago | Report Abuse

Back to basic, if based on forward eps 7 x 18 pe, the fair value only 1.26 , today closing 1.44, think about that...........
--------- unquote -------
Today closing 1.37 !!!

1 month ago

fortunefire

tp 1.05 by nanyang

1 month ago

Tanleechoo

Omg

1 month ago

EngineeringProfit

Typo 1.50. If takut, just sell lah. Got 2 sen dividend oredi

1 month ago

gooman

Chipmakers searching for ‘China plus one’ are finding Malaysia
https://www.straitstimes.com/business/chipmakers-searching-for-china-plus-1-are-finding-malaysia

1 month ago

gooman

Malaysia's semiconductor manufacturing flourishes in the face of U.S. and China's Chip War
https://www.tomshardware.com/tech-industry/manufacturing/malaysias-semiconductor-manufacturing-flourishes-in-the-face-of-us-and-chinas-chip-war

1 month ago

gooman

US stocks, tech draw record inflows in latest week - Barclays

LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR.

Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said..

1 month ago

gooman

Samsung Electronics of South Korea announced on March 20 that it expects to generate over $100 million in revenue this year from its advanced semiconductor packaging business. CEO Kyung Kye-hyun, at the annual shareholders' meeting, mentioned that the investment in this newly launched sector is expected to yield results in the latter half of the year. The company aims to achieve profits exceeding its market share in the semiconductor memory business, with a DRAM share of 45.5% in the last quarter of the previous year, according to TrendForce. Samsung is advancing in high-bandwidth memory (HBM) production to meet the growing demand driven by AI expansion and is likely to unveil the next-generation HBM4 in 2025, aiming for a comprehensive semiconductor service that meets customer needs by integrating memory, manufacturing, and design operations.

1 month ago

Tanleechoo

Go back to 1.30

1 week ago

tkkiong

just follow Mr Ooi , if we lose he lose more more !

1 week ago

Tanleechoo

Also true .. he is substantial shareholder

1 week ago

Souljaboiiii

Gtronic is serving mostly consumer electronics components. I guess that's why the current new CEO is trying hard to engage with more customers to divert from consumer to industrial usage semiconductors. You can clearly see that Gtronic focuses more on niche product in order to enjoy the high margin.
Their capex has been sluggish since FY2019 until FY2022. In these years, their capex is ranging from 10-20million only. This is something that I don't like, they are not trying hard to put shareholders money into expanding the business. However, the capex upcycle has been resumed since FY2023, with 30 million which I think it's a good sign of new orders incoming. In FY2024, the CEO told the analyst that they are going to do 50 million in capex, which is something that I like. The new CEO is finally utilizing their cash flow to do something other than giving back all the money to the shareholders.

1 week ago

Souljaboiiii

They have mentioned multiple times in their quarterly report that they are engaging with new customers to get new orders. I trust what they said because most of the penang tech companies are very accountable and honest. Gtronic is trying hard to position themselves to benefit from the upcoming semiconductor uptrend. The only downside that I can see now is the new management. We need time to understand what's their thinking and whether or not they can be trusted to turnaround the business.

1 week ago

Souljaboiiii

Nevertheless, all the OSAT companies in Malaysia will benefit gao gao from this China-US tech war. More and more companies will approach our local players for order diversifying and eventually making our local champions to become more prosperous. I guess this is the new theme with almost no downside but huge upside that a contrarian investors can safely bet on. Remember, human will perform the best when they are in pressure.

1 week ago

gooman

How the US–China chip conflict is making way for new hubs like Malaysia and India
https://kr-asia.com/how-the-us-china-chip-conflict-is-making-way-for-new-hubs-like-malaysia-and-india

1 week ago

fortunefire

Looks like the national savior is reducing its stakes.

6 days ago

Tanleechoo

Drop more than other tech stk…Coming qtr result is getting worse..???

5 days ago

ivanlau

-------- quote -------

Stock: [GTRONIC]: GLOBETRONICS TECHNOLOGY BHD

1 month ago | Report Abuse

---------- quote ---------
Stock: [GTRONIC]: GLOBETRONICS TECHNOLOGY BHD

1 month ago | Report Abuse

Back to basic, if based on forward eps 7 x 18 pe, the fair value only 1.26 , today closing 1.44, think about that...........
--------- unquote -------
Today closing 1.37 !!!
--------- unquote --------
Today closing 1.29 !!!

5 days ago

Souljaboiiii

Good luck with your valuation trick.

4 days ago

dompeilee

Finito... Jul '23 till now = highly potential H & S top

4 days ago

Souljaboiiii

The new shareholders are here to make money. When the share price plunges to RM1, APB will suffer 50% paper lost.

3 days ago

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