My entry price is only RM6 so I will continue owning it for a while, no plan to sell even after bonus.

In my opinion, this stock (and Greatec) is a stock that you want to own, not trade. Its performance (NP margin of 30% and ROE of 9%) is one of the best in the industry. For now, I plan to just leave my initial capital there while I search for the next big stock.

Ex-date for dividen is next Monday also. Though if your aim is capital gain, then buying on Monday or later is better.

Also have to see its customer stock also (VS, SKPRES, ATAIMS). Right now all of them going down, so it'll most likely will follow together with them.

This post has been edited by Assassin's: Dec 4 2020, 12:15 PM

I think (also hope) its gonna go down this evening since its not NIIS related. Lets see if my decision to sell at 1.9 this morning was the right call.

Anyone eyeing VS Industry? QR result should be nearing soon and I'm curious to know if they finally managed to turn a profit on their China operation.

I'm also eyeing on Hextar. They're a beneficiary to rising crude palm oil price, without getting hit with windfall tax.

I thought VS QR was kinda disappointing. Their China operation was not only still losing money, but also reducing revenue. Their net profit increase sure, but overall revenue decrease.

For me, I much prefer investing in Malaysian tech companies that have good exposure to China since they're going domestic with their Made in China 2025 goal.

Not sure if I even want to recommend any tech stocks right now since their price have become so expensive these days. I'm personally trying to diversify my portfolio to reduce reliance on tech.

Here's a list of tech stock that I'm personally holding:
* UWC: Semiconductor and life science play (Intel and Agilent).
* Greatech: Solar and EV play (First Solar and Lordstown).
* JF Tech: 5G play and got partnership with Huawei.
* MPI: China exposure with Carsem Suzhou.

Tech stocks I wished I had before their price shot up:
* Unisem: China exposure with its Chengdu plant.
* D&O: Automotive LED play.

If I had to recommend, I would probably say be on the lookout on Greatech. Right now its probably sliding down since there's no news from First Solar expanding its capacity, which it really rely on. And also Lordstown haven't even launch their Endurance truck.

And if you want an in-depth analysis on Greatech fundamental, can read the article and also watch the video below which explains it in great detail.

Behind Greatech's "great" number



This post has been edited by Assassin's: Dec 21 2020, 05:15 PM

Po Huat was yesterday, Jaycorp was on Dec 11.

This post has been edited by Assassin's: Dec 24 2020, 10:00 AM

Po Huat was yesterday, Jaycorp was on Dec 11.

RIP JCY shareholder tomorrow

JCY’s major customer cuts order, to eventually stop purchases

One statement is fact, the other is promise. I let you decide which has more weight.

Hmm, steel counter dropping. Feeling tempted to catch falling knive.

Holy shit, VSTECS just jumped 20%. Big angpow for Unker.

This post has been edited by Assassin's: Jan 18 2021, 03:48 PM

Wait! Need to know, did u sold VSTECS yet?

Me here, still holding Kpower. Currently waiting for the warrants.

BTW, for those holding Kpower, did your platform also messed up the average price after share split? Mine showing the closing price after receiving the split.

This post has been edited by Assassin's: Jan 20 2021, 11:23 PM

If you prefer capital gain over dividend, you actually should avoid counter with EPF involvement. They prefer stock with good dividend yield (over 1% is high for a tech stock).

I think MI has a lot growth potential after they completed their second plant, but last quarter they didn't managed to fully utilize that new plant, so NP margin got hurt a bit. They definitely need to find new customers to improve that plant utilization rate.

3.6 is too low, they already announced they were acquiring Accurus Scientific by selling their share at 3.65 on 18 Dec 2020.

That should have been the minimum price (unless in a market crash). It also didn't drop below 3.8 when darurat was announced. At that point I knew 3.8 was a strong support.

This post has been edited by Assassin's: Jan 21 2021, 04:40 PM

Can add another vaccine player in the ring now, MESTRON.

https://www.bursamalaysia.com/market_inform...?ann_id=3125253

UPDATE: Mestron clarifies it does not have MoH's approval to distribute Covid-19 vaccines in Malaysia

This post has been edited by Assassin's: Feb 1 2021, 08:30 AM

Unker not scared SP500 & Nasdaq 100 futures currently dropping -1%? I already closed some short term position to have some cash just in case.

This post has been edited by Assassin's: Jan 29 2021, 03:04 PM

I think Ancom Logistics is also related to this I think (due to RTO proposal with S5 holdings). Could explain why both IRIS and ANCOMLB rallied today.



Newsbreak: Iris, MyEG the front runners for NIIS

This post has been edited by Assassin's: Jan 29 2021, 06:06 PM

Today received bonus share and warrants, so shareholder who got it can finally dispose the mother share (to maybe buy the warrants?)