毒男股票区

poison13

13 june
买  bcmall.btech,tenaga,ipo greatech

yeey3e

poison13 发表于 13-6-2019 09:33 AM
13 june
买  bcmall.btech

今天手残，不小心下到两次单，同时买到 btech 两次

希望错有错福

poison13

yeey3e 发表于 13-6-2019 12:26 PM
今天手残，不小心下到两次单，同时买到 btech 两次

希望错有错福

我早上也是没有取消到单直接买了

poison13

阁代科技上市报喜  首宗交易溢价4%
http://www.enanyang.my/?p=1241215

Ipo我中两张。不懂卖还是留好

yeey3e

poison13 发表于 13-6-2019 03:14 PM
我早上也是没有取消到单直接买了

买错有福。希望可以赚点零花钱

poison13

yeey3e 发表于 13-6-2019 09:40 PM
买错有福。希望可以赚点零花钱

明天试试0.23补多一点等9月股息

poison13

https://klse.i3investor.com/m/blog/general/210713.jsp
Greatech Technology Berhad

Date
Open to apply: 13/05/2019
Close to apply: 24/05/2019
Listing date: 13/06/2019

Share Capital
Market Cap: RM381 mil
Shares Issue to sell: 119.750 mil shares (IPO 18.780 mil, Company Insider & placement 100.97 mil)

Business
Manufacture of Automated equipment & provision of parts and services for Solar, semiconductor, & consumer electronic sectors.

Geo Local: 10.01%
Foreign: 89.99% (Vietnam 62.68% & USA 25.37%)

Fundamental
Market: Ace Market
IPO Price: RM0.61 (eps: RM0.0627)
P/E & ROE: PE9.73, Ave ROE over 4yrs 11.74%
Cash & fixed deposit after IPO: RM0.11 per shares
NA after IPO: RM0.22
Total debt to current asset after IPO: 0.43 (Debt: 77.358 mil, Non-Current Asset: 39.243 mil, Current asset: 178.639 mil)
Dividend policy: Does not fixed any dividend policy.

Financial Ratio
Trade receivable: 65days (Ave over 4yrs)
Trade Payable: 62days (Ave over 4 yrs)

Past Financial Proformance (Revenue, EPS)
2018: RM219.582 mil (eps: 0.0627)
2017: RM93.914 mil (eps: 0.0376)
2016: RM22.703 mil (eps: 0.0115)
2015: RM21.393 mil (eps: 0.0111)

Net Profit Margin
2018: 14.45%
2017: 20.29%
2016: 25.59%
2015: 26.17%

After IPO Sharesholding
Tan Eng Kee: 74%

Director Remuneration for FYE2019 (from gross profit 2018)
Ooi Hooi Kiang: 66k
Tan Eng Kee: 698k
Khor Lean Heng: 510k
Mariamah Binti Daud: 66k
Ooi Ching Hock: 66k
Total director remuneration from gross profit: 3.1%

Use of IPO fund
Business Expansion: 24.64%
Capital Expenditure: 6.85%
R&D expenditure: 6.85%
Working Capital: 50.03%
Repayment Debt: 6.16%
Lisitng Expenses: 5.47%

Competitor PE & ROE
Penta: PE22.28, ROE16
Vitrox: PE30.45, ROE24.88
Sam: PE14.18, ROE14.61
Mi: PE21.11, ROE13.42
Genetec: PE7.09, ROE11.38
Elsolf: PE14.29, ROE35.53

Industry Analysis (Asean 2012-2018)
Global Solar Cell & Solar Module Production CAGR:27.4% & 27.4%
Global Sales Semiconductor CAGR: 8.7%
Consumer Electronic CAGR: 6.1%

Conclusion
Good thing is:
1. PE9.73 still below PE10
2. Revenue is growing past 4 year.
3. Director fees around 3%
4. They are in the sunrise industry.
5. Business having 89.99% is export. The strong USD will benefit the company.

The bad things:
1. Average ROE11.74% (Below ROE15% level), their competitor ROE is higher.
2. IPO fund 6.16% use to pay debt.
3. IPO in the ACE market.
4. Effected by current trade war (might be opportunities & also might not).

Conclusions
Overall is a above average IPO. The most of the funds is use for expand the business.
Demand of their product is increasing every years.

IPO Price: RM0.61


讲到greatech会飞这样

yeey3e

poison13 发表于 13-6-2019 09:41 PM
明天试试0.23补多一点等9月股息

毒大好像重仓btech？

poison13

yeey3e 发表于 13-6-2019 09:50 PM
毒大好像重仓btech？

没。因为我刚卖了kpj reit所以换股

poison13

https://youtu.be/qaWIjKTd3d4

Greatec 另一个penta?vitrox?不过看他顾客80%是单一顾客和合约没有签长期的。多少担心。

poison13

14 june
买greatec 。bcmall.tenaga.btech,tunepro,cscsteel

yeey3e

poison13 发表于 14-6-2019 09:09 AM
14 june
买greatec 。bcmall.tenaga.btech,tunepro,cscsteel

毒大每次交易数都维持在多少？每天买入不是亏很多水钱？

poison13

【独家】企业并购恶果？ 建筑业冲击大
洋灰涨价80元 混凝土40元
http://www.enanyang.my/?p=1242080

poison13

yeey3e 发表于 14-6-2019 09:19 PM
毒大每次交易数都维持在多少？每天买入不是亏很多水钱？

有时不要太在意水钱。。我买多张。因为有时排不一定买到那个数量。。。

yeey3e

poison13 发表于 14-6-2019 09:42 PM
有时不要太在意水钱。。我买多张。因为有时排不一定买到那个数量。。。

果然有钱好办事

poison13

yeey3e 发表于 14-6-2019 09:52 PM
果然有钱好办事

买少就用水钱少那些

poison13

请问有人投资focus point 眼镜店吗

samwcw

poison13 发表于 15-6-2019 11:54 PM
请问有人投资focus point 眼镜店吗

我有投资少少

poison13

samwcw 发表于 16-6-2019 10:28 AM
我有投资少少

他业绩爆的不合理

poison13

17 june
买wegmans
卖kpj reit 套利