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 [MI TECHNOVATION BERHAD:在晶圆级封装(WLP)等先进封装领域的新参与者和新产品的带动下,2019年下半年的活动有所改善;他们的订单可见性目前约为2个月,被认为是健康的]

3Q19 vs 3Q18:
集团在本季度的收入收于4,730万令吉,year-on‐year增长14%。这主要是由于先进/晶圆级包装领域中某些OSAT的资本投资增加,导致其东北亚地区客户的需求增强。

集团在本季的税前盈利为1755万令吉,比去年同期的1,405万令吉增加25%。更好的业绩归因于制造效率和地域销售的变化导致在本季度应付给外部销售代理商的佣金降低。

YTD19 vs YTD18:
年初至今的收入和PBT分别为1.2292亿令吉和4183万令吉,即收入下降5%但PBT增长12%。 PBT的增加归因于运营效率和地域销售结构的变化,导致应付给外部销售代理的佣金降低。

3Q19 vs 2Q19:
该集团在本季度取得了4,730万令吉的营业额和1,755万令吉的PBT,而上一季度则为4,613万令吉和1,738万令吉。由于销售增加和外汇收益的影响,收入和PBT分别略微增长了3%和1%。

前景:
在晶圆级封装(WLP)等先进封装领域的新参与者和新产品的带动下,2019年下半年的活动有所改善。尽管有广泛报道称,2019年半导体行业总体上正在放缓,但先进/ WLP领域中某些OSAT的资本投资仍在增长,这对正齐科技来说是个好兆头。他们的订单可见性目前约为2个月,被认为是健康的。

当推出5G时,他们将看到增长的势头,这将改变游戏规则,需要新的组装和封装工艺,从而为半导体设备制造商带来更好的前景。最终,性能更高的小配件将需要更先进的技术和更高的半导体含量密度,而这由诸如Mi Equipment之类的高级包装设备制造商来支持。

对于Mi Equipment旗下的半导体部门,他们还将不断增加新客户,并将新系列推向现有客户。与他们新的Bayan Lepas工厂相比,他们的产量比去年翻了一番。借助Mi Autobotics,他们现在可以将其客户群扩大到其他领域,例如需要启用工业4.0的自动化或机器人解决方案的制造业。在技​​术工人稀缺或要求更高工资的地区,将非常需要这些解决方案。此外,Mi Components将直接针对消费市场生产产品,从而进一步扩大其客户基础,超越半导体行业。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.12 (dividend RM0.025) in 1 year 3 months 22 days, total return is 200%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.02 in 3 months 9 days, total return is 124.2%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.25 in 10 months 14 days, total return is 117.4%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.44 (dividend RM0.04) in 1 year 5 months 3 days, total return is 86.2%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.39 (dividends RM0.083) in 1 Year 1 month 27 days, total return is 55.5%

f) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.55 (adjusted)(dividend RM0.01) in 6 months 2 days, total return is 53.3%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.15 in 11 months 18 days, total return is 43.8%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.69 (dividend RM0.07) in 1 Year 16 days, total return is 38.6%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 11 months 11 days, total return is 37.6%

j) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.18 in 5 months 4 days, total return is 31.1%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.26 in 6 months 2 days, total return is 21.2%

l) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.05 (dividend RM0.22) in 1 Year 1 month 20 days, total return is 20.1%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.72 (dividend RM0.05) in 8 months 10 days, total return is 14.2%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.22 (adjusted)(dividends RM0.111) in 1 Year 4 months 5 days, total return is 9.4%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

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2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

12月21日星期六:AG Hotel Penang, George Town

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

12月20日星期五:AG Hotel Penang, George Town 2份点心

12月27日星期五:Hotel Sri Petaling, KL 3份点心

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有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[MI TECHNOVATION BERHAD: Activities have improved in second half of 2019, led by new players and products in the advanced packaging segment such as wafer level packaging (“WLP”); order visibility is currently around 2 months, which is considered healthy]

3Q19 vs 3Q18:
The Group's revenue for the current quarter closed at RM47.30 million or 14% increase year-on‐year. This was mainly due to stronger demand from their customers in North East Asia region as a result of the growth in capital investment from certain OSATs in the advanced/wafer level packaging segment.

The Group’s profit before tax (“PBT”) for the current quarter was RM17.55 million or 25% increase from RM14.05 million recorded in the similar quarter of the preceding year. The better performance was due to manufacturing efficiencies and a change in geographical sales mix resulting in lower commission payable to external sales agents in the quarter under review.

YTD19 vs YTD18:
The year‐to‐date revenue and PBT was RM122.92 million and RM41.83 million respectively, i.e. a 5% drop in revenue but 12% increase in PBT. The PBT increase was due to operations efficiencies and change in geographical sales mix resulting in lower commission payable to external sales agent.

3Q19 vs 2Q19:
The Group posted a revenue of RM47.30 million and PBT of RM17.55 million for the current quarter under review, compared to RM46.13 million and RM17.38 million for the immediate preceding quarter. Both revenue and PBT have slightly increased by 3% and 1% respectively due to higher sales and impact from foreign exchange gains.

Prospects:
Activities have improved in second half of 2019, led by new players and products in the advanced packaging segment such as wafer level packaging (“WLP”). Although it is widely reported that the semiconductor industry in general is experiencing slowdown in 2019, but capital investment from certain OSATs in the advanced /WLP segment is still growing, and this augurs well for them. Their order visibility is currently around 2 months, which is considered healthy.

They will see momentum increase when 5G is being rolled‐out and this will be the game changer which requires new assembly and packaging processes, leading to better prospects for semiconductor equipment makers. Ultimately, higher performance gadgets will require more advanced technology and higher density of semiconductor content, which is supported by advanced level packaging equipment manufacturers such as Mi Equipment.

For their semiconductor division under Mi Equipment, they are also continuously adding new clients and introducing their new series to existing clients. They have doubled the production output as compared to last year in their new Bayan Lepas plant. With Mi Autobotics, they can now widen their client base to other sectors such as manufacturing which requires Industrial 4.0 enabled automation or robotics solutions. These solutions will be much needed in regions where skilled labour is scarce or demands higher wages. Furthermore, Mi Components will produce products targeting the consumer market directly, further broadening their customer base beyond the semiconductor industry.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/244161.jsp
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