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UMS
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UMS
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sengsk
Elite |
13-Nov-2017 09:24
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https://brokingrfs.cimb.com/ftRGw2NzXBTuWiJdMVTfAmUGFD821DuvEmc7cEMHEOkI1L14998fdHLyJTJmPqbL_jgKuAkhNPRcbQ2.pdf | ||||
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470749
Member |
12-Nov-2017 15:33
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There can never be too much good news. CIMB Research analyst report dated Fri 10/11/2017 summary as follows: - Demand to sustain into FY18. - Upward revision of FY18-19F EPS  - Possible higher special dividend in FY17 as cash balance has increased ($64.3m on 30 Sep) - Target price of $1.21 Btw, BizTimes did not report ums Q3 results on Saturday (not sure about Straits Times as I did not read). So if BizTimes has a write-up on Monday, it should be good for those who want to unload but it looks like worthwhile holding on XD on 28 Nov Q3 interim div as that is only about 2 weeks away.   |
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zandlery
Supreme |
11-Nov-2017 18:36
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It a good take to notice but in my point of view, no business will see constant increase of sales Q-to-Q.
If that's the case, this company will goes to a height where no other companies can attain after few years. It is better to compare full year result rather quarter to quarter for better picture.
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chengwh1
Elite |
11-Nov-2017 18:30
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The results seems to be outstanding vs the previous corresponding period last yr,... but vs the previous  immediate qtr, it' s lower 3Q vs 2Q. I have not compared 2Q vs 1Q, FY2017. Is this a concern ?? And then, whatever nav shown to us is the total book value vs the previous unit base back  in September 30th., last day of  3Q, right ? With the additional number of shares credited for us  from Nov 6 this week, wouldn' t the nav becomes lower since the numbers are weaker in 3Q  vs 2q and this trend continues with 4Q vs 3Q, to be reported in February next year,.. Just some thoughts that came to mind on this weekend,... |
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zandlery
Supreme |
11-Nov-2017 18:15
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If I know I will feed him false news to win against the BB....haha.
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HuatAh108
Senior |
11-Nov-2017 18:12
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Who is the BB spy here??
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Anyhow
Member |
11-Nov-2017 17:39
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In my amateur opinion, reason why valuetronics fell was a contrast between expectations and actual results even though results good but less than expected. Tbh for UMS the results surpassed expectations cause no profit guidance whatsoever. Also last few days before results got ppl see valuetronics HI-P example and started to sell down le. Considering this, I would hold. Worse case scenario if it get sold down, based on my entry price and bonus issue the dividends if maintain 6cents which is likely considering the cash position of the coy the yield is still reasonable. What do you all the experts think leh?
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zandlery
Supreme |
11-Nov-2017 13:34
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When you think like this and post it here. In the end the market will goes the other way against what you expect.
BB manipluate the market using our sentiment to earn big buck and we might be helping them unexpectedly......haizz
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HuatAh108
Senior |
11-Nov-2017 13:20
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That's why need to quickly queue and sell at the opening price if it opens higher.. but was a different case for genting.. It gap up the first day and continue for the next 2days after good resuls
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Anyhow
Member |
10-Nov-2017 22:35
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Good point, but okay la Im bought in again before bonus issue so got quite a bit of buffer space and quite willing to hold on as dividends counter as well. With the positive cash position from this year even if industry suddenly taper down next year, I believe they will still maintain dividends. On top of that, their contract with Applied Material just renewed and should be stable for next 2 years or so. My only concern was that they did not go through much on their subsidiary cause thats their key to avoid being too affected by the eventual downturn of the semiconductor industry
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zandlery
Supreme |
10-Nov-2017 21:28
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End of the day, UMS itself have a good valuation. Short term market can be manipulative. Longer term will see it value realise. With this thought, I have been holding and happily receiving good amount of dividend thru out the years. Go Go Go UMS........lol  
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johnncheng81
Veteran |
10-Nov-2017 21:09
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Valuetronics had fantastic results too and gave more dividents HK 7 cents. In the end gapped up and got sold down...hmm...mkt is unpredictable these days. Dun be surprised if this result has already been priced in at current price
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Anyhow
Member |
10-Nov-2017 19:15
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Time to gap up on monday | ||||
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sun233
Elite |
10-Nov-2017 17:49
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Great news even forward looking statements positive. | ||||
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subaru
Senior |
10-Nov-2017 17:33
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that' s good, effectively this is 1.25 cent before bonus. So div has increased. | ||||
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zandlery
Supreme |
10-Nov-2017 17:33
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Wow..97% increase of profit.....management must be doing the right thing...someone must be doing the right thing.
Cash still increasing.......damn I love this stocks...... |
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TenPips
Veteran |
10-Nov-2017 17:28
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1c. 
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seesong89
Member |
10-Nov-2017 17:24
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HUAT AH~ | ||||
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subaru
Senior |
10-Nov-2017 17:19
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got div? | ||||
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TenPips
Veteran |
10-Nov-2017 17:18
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100% increased in net profit attributable to owners of company.  | ||||
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