reports
- Desmond Chong Chee Wai
Technology - Glass Half Empty Or Half Full? Does Not Matter As Long As...
Glass Half Empty Or Half Full? Does Not Matter As Long As It Is Refillable! Risk-reward calculus is tilting towards the favourable side after a Davis’ Double Killing both on the industry’s earnings and valuations. Coupled with an imminent cyclical recovery, peakish interest rate cycle and gushing waterfall effect from trade diversion and supply chain entrenchment, we believe the conditions for turning more bullish on the sector are ripe again. We like companies that have strong orderbook backlog...
7155 ATA IMS
8176 VITROX
0097 INARI AMERTRON BHD
INRI PENTAMASTER CORP BHD
PENT VITROX CORP BHD
VITRO GLOBETRONICS TECHNOLOGY BHD
GTB ATA IMS BHD
AIB V.S. INDUSTRY BERHAD
VSI SKP RESOURCES BHD
SKP GREATECH TECHNOLOGY BHD
GREATEC CORAZA INTEGRATED TECHNOLOGY BERHAD
CORAZA SFP TECH HOLDINGS BERHAD
SFPTECH NATIONGATE HOLDINGS BHD
NATGATE TT VISION HOLDINGS BERHAD
TTVHB CAPE EMS BERHAD
CEB OPPSTAR BERHAD
Technology - On A Better Risk-Reward Trade-Off; Milk It Before Cyclica...
On A Better Risk-Reward Trade-Off; Milk It Before Cyclical Upturn After a Davis’ Double Killing on earnings and valuations over the past two years, we see a better risk-reward trade-off on an imminent cyclical recovery. Most importantly, our recent Penang company visits revealed that the structural growth theme is gaining more traction due to the gushing waterfall effect from trade diversion and supply chain entrenchment. We like companies that have strong orderbook backlogs and are frontrunners...
7155 ATA IMS
8176 GLOBETRONICS TECHNOLOGY
7022 VITROX
0097 INARI AMERTRON BHD
INRI PENTAMASTER CORP BHD
PENT VITROX CORP BHD
VITRO GLOBETRONICS TECHNOLOGY BHD
GTB V.S. INDUSTRY BERHAD
VSI SKP RESOURCES BHD
SKP GREATECH TECHNOLOGY BHD
GREATEC CORAZA INTEGRATED TECHNOLOGY BERHAD
CORAZA SFP TECH HOLDINGS BERHAD
SFPTECH NATIONGATE HOLDINGS BHD
NATGATE TT VISION HOLDINGS BERHAD
TTVHB CAPE EMS BERHAD
CEB OPPSTAR BERHAD
- Desmond Chong Chee Wai
Technology - Twin Bonanza With Cyclical Recovery And Trade Diversion W...
Twin Bonanza With Cyclical Recovery And Trade Diversion Waterfall Effect Beyond the near-term earnings consolidation which was the story of yesteryear, our recent Penang company visits revealed that the structural growth theme is gaining more traction due to the gushing waterfall effect from trade diversion and supply chain entrenchment. Meanwhile, a cyclical recovery is in sight after rounds of inventory adjustments. We like companies that have strong orderbook backlogs and are frontrunners wit...
7155 SKP RESOURCES BHD
8176 ATA IMS
7022 GLOBETRONICS TECHNOLOGY
0097 VITROX
INRI INARI AMERTRON BHD
PENT PENTAMASTER CORP BHD
VITRO VITROX CORP BHD
GTB GLOBETRONICS TECHNOLOGY BHD
VSI V.S. INDUSTRY BERHAD
SKP GREATECH TECHNOLOGY BHD
GREATEC CORAZA INTEGRATED TECHNOLOGY BERHAD
CORAZA SFP TECH HOLDINGS BERHAD
SFPTECH NATIONGATE HOLDINGS BHD
NATGATE TT VISION HOLDINGS BERHAD
TTVHB CAPE EMS BERHAD
CEB OPPSTAR BERHAD
- Desmond Chong Chee Wai
Technology - Industry Gloom Deepens, But There Are Still Bright Spots
Industry Gloom Deepens, But There Are Still Bright Spots Despite growing evidence of an industry-wide slowdown, our recent Singapore roadshows revealed that there are still bright spots amid the US-China trade diversion. Our channel checks suggest that industrial EMS players are the front-running racehorses, with the waterfall effect also benefitting certain equipment and semicon players. We like companies that have strong orderbook backlogs and are benefitting from structural growth themes. Mai...
7155 ATA IMS
8176 GLOBETRONICS TECHNOLOGY
7022 VITROX
0097 INARI AMERTRON BHD
INRI PENTAMASTER CORP BHD
PENT VITROX CORP BHD
VITRO GLOBETRONICS TECHNOLOGY BHD
GTB V.S. INDUSTRY BERHAD
VSI SKP RESOURCES BHD
SKP GREATECH TECHNOLOGY BHD
GREATEC CORAZA INTEGRATED TECHNOLOGY BERHAD
CORAZA SFP TECH HOLDINGS BERHAD
SFPTECH NATIONGATE HOLDINGS BHD
NATGATE TT VISION HOLDINGS BERHAD
TTVHB CAPE EMS BERHAD
CEB OPPSTAR BERHAD
ATA IMS reduces its risk exposure and slightly improves to Neutral
The independent financial analyst theScreener just allocated a lower risk rating to ATA IMS (MY), active in the Containers & Packaging industry. As regards its fundamental valuation, the title still shows 2 out of 4 possible stars. Its market behaviour, however, has slightly improved and can be qualified as moderately risky. theScreener considers that these elements merit an overall rating upgrade to Neutral. As of the analysis date January 11, 2022, the closing price was MYR 0.62 and its expect...
ATA IMS Berhad: 1 director
A director at ATA IMS Berhad bought 500,000 shares at 2.460MYR and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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