William Choo's comment on MI. All Comments

William Choo
5 Like · Reply
根据现在的趋势和科技领域正在复苏到明年的开跑,马股应该只剩为数不多的领域可以玩了,就像科技和塑料,资金一直涌入,再加上红股,我想MI年尾应该能站回3块以上
cheng
sounds good but most of the tech stocks especially equipment maker seems to be overvalued right now. partly buoyed by the prospects of bonus issue. Aug export data showing equipment and transport equipment export was down by 16%. Can have a look at it from the dosm website. Will local consumption be sufficient near term is yet to be known. Will be good to exercise cost averaging to lower down average cost to ride it. Just my opinion and could be wrong.
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3 Like · 5 years · translate
Cris Go
Cheng Teik Goh Good point. I also worry about this qtr due to the weak export report.
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网络霸凌人言可畏
Mi profit is not consistent. This is the most matter make me worry. U can see their first quarter EPS 1.37, the. Second quarter suddenly shoot to 3.48
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Cris Go
This is seasonal effect. You can compare to last year. Their performance is consistent. So next qtr might be lower than this qtr
1 Like · 5 years · translate
cheng
Shun tee, there is a shift in revenue between q1 and q2 and higher # of higher priced machines delivered. In q2, Taiwan contributed approx. 72% for its total revenue and Malaysia was 2nd at 13%. Korea was top during Q1 at 30% of total revenue in q1, Taiwan at 2nd spot contributed 21% of total revenue in q1 followed by China. The funds reallocations to build eng centres at Korea, Taiwan and China is a strategic move as these were the top contributors to MI revenue by countries segment.
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p 1
@william有什么股是做塑料的?
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CY LIEW
hope got at least EPS 4
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林敬永
EPS至少超过4,我个人是这么觉得的。因为他的客户业绩对比去年同期都不错。所以MI业绩不会差到哪里去。接下来的业绩是看它的盈利有没有增长?如果这一季可以超过5SEN,甚至更多,股价就稳了
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CY LIEW
if 5sen. hoseiliao this stock. 2.6-2.7rm no problem. jz waiting how is going on nx qr as new factory commenced
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林敬永
他的工厂已经完成了,机械业务可以翻倍
2 Like · 5 years · translate
ALVIN hee
财报11月什么时候出?
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林敬永
最后一个星期吧~星期四或者星期五
1 Like · 5 years · translate
ALVIN hee
林敬永。拆分股也是财报日吗还是过后?
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林敬永
等待公司公布详情......
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Lye Eit Ping
嗨,林敬勇,在Facebook live 和你打过招呼
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Lye Eit Ping
我最近一直有加码mi,但公司的资料不多,你看起来对MI很了解,可以分享吗
1 Like · 5 years · translate
林敬永
跟我打过招呼?????
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林敬永
MI的话,什么资讯想知道的?能否详细说明
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Lye Eit Ping
olive chay,James investing
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网络霸凌人言可畏
Lye, Mi 的详细资料和背景可以参考雪人的分析。有银行也分析过。蛮详细的,几架机器也列明。
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Lye Eit Ping
现在pe会太高吗?我读了,你有什么看法吗?
1 Like · 5 years · translate
林敬永
Olive,你看PENTA的PE 30,而VITROX的都有PE 40,会高吗
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Lye Eit Ping
市场愿意付高PE给这些公司,它们的track record 很好,人也比较了解这些公司
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Jasmine Ling
PE 25对科技股来说不算高吧。。。
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