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Globetronics Technology Berhad: 1 director
A director at Globetronics Technology Berhad sold 283,900 shares at 0.823MYR and the significance rating of the trade was 69/100. 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 tw...
- Desmond Chong Chee Wai
Globetronics Technology (GTB MK) - 9M23: Below Expectations; Trudging ...
9M23: Below Expectations; Trudging Across Choppy Waters We expect a soft 4Q23 performance amid weaker seasonality in Dec 23 alongside the sluggish ramp-up in its sensor segment. Cut 2023/24 earnings by 18%/8%. The company is rationalising its lower-margin business and pursuing new programmes with its existing and new customers. While Globetronics is still not fully out of the woods yet, the game changer could be the fruition of its active engagements with potential Chinese and Taiwanese customer...
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
Globetronics Technology (GTB MK) - 1Q23: Below Expectations; Trudging ...
1Q23: Below Expectations; Trudging Across The Choppy Waters RESULTS Below expectations. Globetronics Technology (Globetronics) reported a weak 1Q23 net profit of RM3.3m (-73% qoq, -65% yoy) which made up 7%/8% of our/consensus estimates respectively. The negative deviation was mainly due to the slower-than-expected loadings from its key customers amid the ongoing inventory adjustment, causing a significant drop in operational efficiency. The group has declared a third interim DPS of 1 sen and ...
- 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
GLOBETRONICS TECHNOLOGY sees an upgrade to Slightly Positive due to a ...
The general evaluation of GLOBETRONICS TECHNOLOGY (MY), a company active in the Semiconductors industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date March 22, 2022, the closing pri...
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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