MMSV (0113) MMS創投 - 0113 MMSV MMS创投 有信心加倉吗?


Mmsv 公布漂亮Q2业积后,逢股价回调我一连四日加码,只因良好净利可望持续至2018年, 那么股价再走是肯定的,公司董事经理谢氏说,在峇六拜工厂的未来扩建一事,谢氏表示, 集团目前所占用的工厂面积达到85%至90%。他透露:“在未来12个月内, 可能需要再增加1万平方呎的新装配线。 買在另一波股价开跑前,投资愉快。 Mmsv所生产的测试设备中约有60%为智能手机行业测试发光二极管(LED)和传感器功能。其余的40%用于汽车和一般照明行业。 投 资上多看正面少看负面,心里思維建设很重要,由於资讯传播速度快,大规模的金融危机不会发生了,因金融公司有防范措持了,mmsv是成長股,led前景好 可受惠,转主板,业积好,rm2.50 一定到,如担心守到再賣出吧,我的目標是3元,因股价rm3 .07其市值5亿,这是转主板的要求。一起等吧。 mmsv: 1st qr 50 machine 2nd qr 100 machine 3rd & 4th qr total 100 machine 2017全年可销售250台。 我简单算算: 2个季度EPs=8.1sen÷1.5=5.4sen,全年EPs=8.1+5.4=13.5sen,pe=25,stock price=rm 3.37 只是分享,投资请三思且自负。




相关资讯:
1)Cover Story: A rising tide that raises all boats
TheEdge Thu, Aug 31, 2017 - 5 days ago


AMID the emerging trends surrounding artificial intelligence and the Internet of Things, there has never been a better time to have exposure to technology and semiconductor stocks. Large-cap tech and semiconductor stocks in the US and Europe, as well as Taiwan, South Korea and Japan, have done fairly well in the past 12 months.

Year to date, a quartet of US tech heavyweights — Facebook Inc, Amazon.com Inc, Netflix Inc and Google-parent Alphabet Inc— collectively known as the FANG stocks, saw their share prices jump 45%, 28%, 34% and 17% respectively. The factors driving these stocks include digital advertising, digital video consumption, e-commerce and cloud services.

It is worth noting that most Nasdaq-listed semiconductor developers, manufacturers or brand owners are doing equally well, or even better.

For instance, major fabless semiconductor companies Broadcom Ltd, Advanced Micro Devices Inc (AMD) and Nvidia Corp saw their share prices climb 40%, 9%, 51% YTD respectively.

Since the beginning of the year, share prices of other prominent semiconductor players, namely Texas Instruments Inc (TI), Analog Devices Inc and Micron Technology Inc, have risen by 10%, 7%, and 35% respectively.

During the same period, shares of IT giant Apple Inc also rose 36%.

In Europe, the share prices of Dutch automotive chipmaker NXP Semiconductors NV and German semiconductor titan Infineon Technologies AG have increased by about 15% YTD.

In Asia-Pacific, Taiwan-listed United Microelectronics Corp (UMC) and Taiwan Semiconductor Manufacturing Company Ltd (TSMC), two of the top three pure-play semiconductor foundries in the world, saw their share prices advance 24% and 17% YTD respectively.

The share prices of Taiwanese fabless semiconductor firms Parade Technologies Ltd and MediaTek Inc have also gained 38% and 24% respectively.

South Korea-listed Samsung Electronics Co Ltd and SK Hynix Inc, the world’s two largest memory chipmakers, saw their share prices surge 30% and 50% YTD respectively.

Meanwhile, Japan-based multinational conglomerate Sony Corp and automotive computer chips producer Renesas Electronics Corp, both listed on the Tokyo Stock Exchange, saw their share prices rise 29% and 13% YTD respectively.

The factors behind the rally are similar to those driving the prices of semiconductor-related stocks on Bursa Malaysia as they are all on the same value chain.

Now, if these global industry powerhouses provide clues as to where Malaysian semiconductor counters are heading, investors here can probably sleep soundly at night, at least for now.

To recap, most technology and semiconductor stocks in the US have been rising since the final quarter of last year, but most Malaysian semiconductor stocks have only been trending significantly higher from April.

But bear in mind that on average, the share prices of local outsourced semiconductor assembly and test (OSAT) companies have jumped by over 70% YTD, while automated test equipment (ATE) manufacturers have surged more than 200%.

In other words, the high-flying Malaysian semiconductor stocks are making the US tech rally look modest, but at the same time, raising the question whether the former is running too far ahead.

Notably, shares of American entertainment company Netflix have retraced by about 12% since late July, while its FANG cohorts —Amazon.com, Alphabet and Facebook —have also pulled back by 9%, 8% and 3% respectively, down from their 52-week high.

Fortunately, unlike these mega-cap FANG stocks, the share prices of most foreign semiconductor stocks are holding up pretty well at the moment.

If their performance is a barometer of Malaysian semiconductor stocks, perhaps the local stock rally can be justified.

In a July 28 report, UOB KayHian analyst Yeoh Bit Kun points out that both semiconductor companies and equipment makers recorded sales growth in 2012-2016 at a four-year compound annual growth rate (CAGR) of 10% and 29% respectively.

She adds that the sector’s earnings prospects remains positive due to a near-term earnings boost by the smartphone splash, longer-term earnings sustainability on diversification of products and customer base, as well as companies moving up the value chain.

“While global semiconductor sales and global semiconductor equipment sales grew at CAGR of only 4% and 3% respectively in 2012 to 2016, we gauge that Globetronics Technology Bhd, Inari Amertron Bhd, ViTrox Corp Bhd, Elsoft Research Bhd and MMS Ventures Bhd could achieve record-high sales in 2017-18,” she says.

2)

Global semicon sales jumped 24% y-o-y in July to US$33.6b, says SIA



KUALA LUMPUR (Sept 6): Global sales of semiconductors jumped 24% year-on-year in July 2017 to reach US$33.6 billion from US$27.1 billion a year earlier, according to the U.S.-based Semiconductor Industry Association (SIA).
In a statement on its website, SIA said the figure was 3.1% higher than the June 2017 total of US$32.6 billion.
It said all major regional markets posted both year-to-year and month-to-month increases in July, and the Americas market led the way with growth of 36.1% year-to-year and 5.4% month-to-month.
All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organisation and represent a three-month moving average.
SIA president and CEO John Neuffer said worldwide semiconductor sales increased on a year-to-year basis for the twelfth consecutive month in July, reflecting impressive and sustained growth for the global semiconductor market.
“Sales in July increased throughout every major regional market and semiconductor product category, demonstrating the breadth of the global market’s recent upswing, and the industry is on track for another record sales total in 2017,” said Neuffer.
The SIA said year-to-year sales increased in the Americas (36.1%), China (24.1%), Asia Pacific/All Other (20.5%), Europe (18.9%), and Japan (16.7%).
Meanwhile, month-to-month sales increased in the Americas (5.4%), Asia Pacific/All Other (2.8%), China (2.7%), Japan (2.1%), and Europe (1.2%).
3)

本益比還算低 蘋果市值兆美元獨自登頂 就差2根「漲停板」了

http://finance.sina.com   2017年08月10日 00:25   鉅亨網
  【鉅亨網新聞中心】
  蘋果 (AAPL-US) 股價恢復續創新高的能力,周三以 160.08 美元作收,市值來到 8268.5 億美元,分析師預期在蘋果新產品帶動及本益低仍低下,股價有望進一步來到 202 美元,成為美股史上首家市值登上 1 兆美元的公司。
  蘋果自 8 月 1 日公佈財報公佈以來,股價累計為漲幅 6.7%,只要再漲 33.52 美元、漲幅 20.94%(相當於台股的 2 個漲停板),也就是股價來到 201.52 美元,就將成為史上首家市值登上 1 兆美元的公司。黑線為蘋果股價走勢;藍線為 Nasdaq;紫線為道瓊工業指數。市值排名
  目前市值兆美元的候選公司名單中,除了蘋果外,Google 母公司 Alphabet(GOOGL-US) 市值 6534 億美元,落後蘋果 1730 億美元,排名第 2;微軟 (MSFT-US) 以 5606 億美元排名第 3。本益比仍低
  儘管蘋果市值如此龐大,但和 5000 億美元俱樂部成員相較,蘋果本益比才 18.19 倍,明顯低於 Alphabet 的本益比 34.21 倍、微軟的 26.86 倍,亞馬遜 (AMZN-US) 的 251.23 倍,臉書 (FB-US) 的 39 倍。也低於巴菲特旗下波克夏 (BRK.A- US) 的本益比 19.95 倍,及道瓊指數的本益比 19 倍。還能再漲?
  就算蘋果近期漲多,屢創歷史新高價,但分析師仍看好蘋果還有上漲 20% 的潛力,能夠登上市值兆美元的寶座,尤其是考慮到 9 月中旬將發表新款 iPhone。?
  RBC Capital 發布報告指出,從歷史經驗來看,蘋果在新一輪產品發布前的 90 天內,股價漲幅的中值達到 15.6%。
  再加上蘋果獲利能力及下季中國市場對銷量的預期貢獻,預期將成為股價上漲的動能。RBC Capital 除了看好蘋果市值突破 1 兆美元,並預估下季 EPS 上看 12 美元。蘋果股價
  ?
4)

iPhone 8發布會日期確定后 蘋果股價再創新高

http://finance.sina.com   2017年08月31日 19:27   北京新浪網
  新浪科技訊 北京時間9月1日上午消息,在宣佈將於9月12日發布iPhone 8后,蘋果股票周四收盤價創下36年新高。
  該股當天報收於164美元,全天收漲0.7%,盤中一度漲至165.52美元,創下有史以來最高盤中紀錄。
  外界普遍預計iPhone 8將於9月發布,這也是蘋果發布iPhone等産品的傳統月份。雖然幾周前就有傳言稱,蘋果將在9月12日舉行發布會,但官方聲明還是提升了投資者的看多 情緒。此次發布會還有可能對Apple TV、Apple Watch和HomePod等産品進行更新,但多數投資者還是最看重iPhone 8。
  由於投資者普遍預計新一代iPhone將大幅升級,而該産品為蘋果貢獻近三分之二的營業利潤,所以蘋果股價2017年以來已經上漲42%,同期的納斯達克綜合指數上漲19%。值得一提的是,今年剛好是iPhone面世10周年。
  蘋果2016年營收下滑7.7%,部分原因在於該公司去年秋天沒有大幅升級iPhone。但目前泄露的信息表明,iPhone 8將使用5.8英寸OLED全面屏,搭載面部識別和無線充電技術,而且支持增強現實應用。(書聿)

http://kongsenger.blogspot.my/2017/09/0113-mmsv-mms.html