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HI-P INTERNATIONAL LIMITED Post Reply Rate topic
bishan22 Supreme	30-Jan-2015 07:26        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	jitterly due to lower profit warning. good luck.
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uchihaclan Veteran	29-Jan-2015 15:41        uchihaclan About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	very jialat... push to release holdings
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francisd Master	29-Jan-2015 15:40        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	Suddenly dropped?
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Octavia Supreme	29-Jan-2015 14:33        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Apple' s recent record earnings could have a positive impact on this counter earning. XiaoMi is also having a robust sales and gaining market shares.Hi-P' s new Natong plant will improve cost structure and expand production capacity. The stock is undervalued trading at 1.0x fwd P/B below its peers multiple of 1.2x forward P/B.
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francisd Master	29-Jan-2015 13:42        francisd About Contact  Quote this Post! Style: Combined   Mood: Yells: "BUY LOW SELL HIGH"
x 0   x 0  Alert Admin	i-phone sales will drive up this counter. Many seems bullish on this.  Slowing moving up. UOB also has a .88c TP. Cheers
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bishan22 Supreme	28-Jan-2015 15:04        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Getting high to its target.  Octavia      ( Date: 25-Jan-2015 14:17) Posted: Phillip Sec has a $0.88 TP (23 Jan15)
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Octavia Supreme	25-Jan-2015 14:17        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Phillip Sec has a $0.88 TP (23 Jan15)
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furnaces Veteran	03-Dec-2014 16:50        furnaces About Contact  Quote this Post!
x 0   x 0  Alert Admin	All forget about this liao ah?
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furnaces Veteran	04-Nov-2014 15:29        furnaces About Contact  Quote this Post!
x 0   x 0  Alert Admin	Q3 revenue down by 32% but net profit increased by 243%. But what I like is the gross profit margin, it actually jumped from 6.5% to 9.4%. My personal take is that the industry is not doing that well, but I think the Xiaomi contract alone boosted  Hi-p bottom line by quite a fair bit.
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Variety Member	30-Oct-2014 15:13        Variety About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fed meeting over, Apple stock steady , supplers Hon Hai also steady up , next week performance will be exciting.
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edwinjup Supreme	12-Oct-2014 16:41        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	china demand.dropped....chips company decline a.lots on dow......after oil&gas counters decline...now.electronic &chip counters ......?? Qanghoo      ( Date: 12-Oct-2014 14:52) Posted: Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?
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Kyoto2008 Elite	12-Oct-2014 15:04        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It' s a double top breakout with high volume, price can decline steeply. Qanghoo      ( Date: 12-Oct-2014 14:52) Posted: Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?
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Qanghoo Supreme	12-Oct-2014 14:52        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?
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Kyoto2008 Elite	17-Sep-2014 00:43        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Price has slid to 68.5 cents. It' s become speculative, as noone can really pin a value to prospective earnings.  Therefore, we really do not know what value to ascribe to the share. Not vested.
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Kyoto2008 Elite	15-Sep-2014 21:44        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good estimates.        Xiaomi phones are one of the cheap ones in the mkt, not sure if the estimate of 80 SGD dollar for a shell is right, looks on the high side. There' s very little info save for CIMB analysts' reports that are wrong most of the time.      Hard to pin a value to the share. furnaces      ( Date: 08-Sep-2014 14:44) Posted: Estimated cost of that Mi4 stainless steel part contracted to Hi-p and Foxconn is 400cny, or about $80sgd per phone. Estimated Mi4 delivery is about 1 million units in first 2 mths, followed by 1.5 million units per month. So estimated mi4 sales is about 16 million unit in first year. Total revenue generated is s$1.28b for Hi-p and foxconn. Assuming Hi-p holds only 30% split of the production with Foxconn holding the other 70%, then revenue addition to Hi-p is about s$384million. Gross margin I'm not very sure how much would it be. Note: my figures might be way way off, so just take it as a pinch of salt. Kyoto2008      ( Date: 08-Sep-2014 14:08) Posted: Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding. There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract. Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?
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spore1 Supreme	15-Sep-2014 20:38        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	uptrend mode has been badly damaged. all the gains has disappeared. going to test 67.5 cents soon,breakidng down of 67.5 cents may revisit 63 cents   spore1      ( Date: 05-Sep-2014 21:03) Posted: It may still move up to test 78.5 cents spore1      ( Date: 30-Aug-2014 18:21) Posted: Anyone nibble on this counter? May still draw Gd buying int till iPhone 6 is out .
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furnaces Veteran	08-Sep-2014 14:44        furnaces About Contact  Quote this Post!
x 0   x 0  Alert Admin	Estimated cost of that Mi4 stainless steel part contracted to Hi-p and Foxconn is 400cny, or about $80sgd per phone. Estimated Mi4 delivery is about 1 million units in first 2 mths, followed by 1.5 million units per month. So estimated mi4 sales is about 16 million unit in first year. Total revenue generated is s$1.28b for Hi-p and foxconn. Assuming Hi-p holds only 30% split of the production with Foxconn holding the other 70%, then revenue addition to Hi-p is about s$384million. Gross margin I'm not very sure how much would it be. Note: my figures might be way way off, so just take it as a pinch of salt. Kyoto2008      ( Date: 08-Sep-2014 14:08) Posted: Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding. There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract. Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?
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Kyoto2008 Elite	08-Sep-2014 14:08        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding. There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract. Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?
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furnaces Veteran	08-Sep-2014 12:39        furnaces About Contact  Quote this Post!
x 0   x 0  Alert Admin	Apple's announcement on 9th Sept. See what happens.
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spore1 Supreme	05-Sep-2014 21:03        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It may still move up to test 78.5 cents spore1      ( Date: 30-Aug-2014 18:21) Posted: Anyone nibble on this counter? May still draw Gd buying int till iPhone 6 is out .
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