【PENTA 7160 交流专区】腾达科技

槟城的automation house..
AT Tech 25-40cents,
LKT 1.00-3.80
Vitrox 0.55-1.20
已经翻一番le
Penta 有很好的财政成绩， 目前又有新生意伙伴来自瑞士（Komax)
进展自动化机械给非半导体公司， 它该有非常好的潜力。
为什么它的股票还低于RM1.00?
各位大大， 可以分享你们的意见ma?

[ 本帖最后由 Mr.Business 于 5-12-2007 10:02 AM 编辑 ]

yatlokfatt

原帖由 neversaynever 于 25-10-2006 10:17 PM 发表
槟城的automation house..
AT Tech 25-40cents,
LKT 1.00-3.80
Vitrox 0.55-1.20
已经翻一番le
Penta 有很好的财政成绩， 目前又有新生意伙伴来自瑞士（Komax)
进展自动化机械给非半导体公司， 它该有非常 ...

这才是一个很好入场的机会嘛!对自己的研究要有信心.

^flying^

好像还有人在出货.看来又要等到柳暗花明又一春....慢慢等吧!

how u know 有人在出货?
我也相信一天他可以开翻
开始收集从０。９０
我的朋友在PENTA里面工作，他说PENTA te生意差不多作到全世界！
他老板也是好老板，非常关心员工
相信他是值得投资的公司

阿S

原帖由 neversaynever 于 27-10-2006 10:59 PM 发表
how u know 有人在出货?
我也相信一天他可以开翻
开始收集从０。９０
我的朋友在PENTA里面工作，他说PENTA te生意差不多作到全世界！
他老板也是好老板，非常关心员工
相信他是值得投资的公司

老板在年报说‘员工之上’，而不是一般人讲的‘顾客之上’；员工满意顾客才会满意，我想这的确有道理的。

yatlokfatt

原帖由 yatlokfatt 于 26-10-2006 05:57 PM 发表

这才是一个很好入场的机会嘛!对自己的研究要有信心.

开始跑了!

kweng012

我 买 太 高 了

气 死 我 了

cyhong99

小弟的友人也是在PENTA任职工程师，他也说PENTA不错下。在八月的时候我本想要进场拥有此股（当时的价钱还少过90cts)。不过就是没有行动。今天PENTA都已经来到RM1.03了。三个月起了两毛左右。唉，又一个马后炮！！


交易Summary
（假设我当初用三千左右来投资）
八月 -- 假设我买进3000股，所需要的成本是（3000share*0.9cts/share)+0.64 %ClearingFee&ServiceCharge+RM3 StampDuty)=RM 2720.28

十一月 – 假设我以RM1.02卖出所有3000股，我还净得(3000share*1.02cts.share)-0.64%ClearingFee&ServiceCharge-RM4 StampDuty)= RM 3036.42


卖出净得3036.42 –买入成本2720.28= 净赚316.14 !!

三个月有11．62%的回酬。

唉，又一个马后炮！！

其实有一些心痛，但是我体会了一点，投资需要做足功课才不会在关键时刻犹豫不决！！ 不要紧，至少给自己上了宝贵的一课。

无论如何，小弟还是相信PENTA是值得长期拥有的股项。

heriang1

Sorry, no time to translate.

Pentamaster Corp Bhd (Aug 9, 92 sen)
BUY. The company's fundamentals are strong, with double-digit prospective earnings growth. A recent report by IDC estimates that radio frequency identification (RFID) spending will grow at a CAGR of 45.8% to about RM77 million in 2010 from RM9 million in 2005. According to IDC, the bulk of the spending will be in the public sector, including the various ministries, as well as the manufacturing, financial and healthcare sectors. The report, however, states that despite greater awareness, there is still a long way to go before RFID is adopted on a mass-market scale in Malaysia due to various challenges.
Based on recent developments at the company, we believe management remains proactive in seeking out new markets and customers and is innovative in developing new products. The company has moved to gain presence in the US and Asean, and diversified into test and measurement systems. Pentamasters' extended customer base in the semiconductor, telecommunications and consumer electronics, automobile, and medical and pharmaceutical sectors will help buffer it against volatility in demand. We maintain a "buy" of the company with a revised price target of RM1.30 per share based on a 2007 PER of seven times. — NetResearch (Aug 7, 2006)

我只希望他每个星期上０。０５SEN

heriang1

数领域不断发展

腾达科技(PENTA,7160)的前景可谓蓬勃处处，所投资的几个领域都在发展当中。这从几点可寻：

（一）高科技产品的材料处理及美国与其他地区的销售市场日渐扩大；
(二)RFID科技对于各行各业皆有所需求；
(三)制造程序的外购，已移至亚洲，大马也是其一。
(四)消费及工业产品的日益复杂，能刺激“试验与使用仪器”解决方案的需求；
(五)提升单一整合自动解决方案供给者的优先权。

heriang1

奥斯克保持对腾达科技的看好，这是基于：
（一）明智的管理方针；
(二)稳健的收益增长，及连续8个年头年增长的目标；
(三)谨慎的成本控制政策，使营运开销对营业额的比率普遍介于13%至23%（04年第4季除外）；
(四)第3家厂的扩充将是营业额成长的因素；
(五)股票生息率为5.5%。

股市低迷股价滑落

虽然净利增长，但腾达科技的股价仍因为小资本股的市况低迷而滑落。奥斯克证券对该公司保持中立看法，并预测合理价格为1令吉。

腾达科技由5个主要业务所组成。它们分别为
(一)制造自动控制解决方案、
(二)半导体及自动仪器、
(三)资讯科技解决方案、
(四)试验与使用仪器及
(五)装备合约制造。

heriang1

the edge 最新报道。连接要几天后才能出现。

ｃｈｕａｈ　ｃｈｏｏｎ　ｂｉｎ（２０．８％）
Ｔａｎ　Ｂｏｏｎ　Ｔｅｉｋ（１９．６％）
ｉｎｓｔｉｔｕｔｉｏｎａｌ　ｉｎｖｅｓｔｏｒｓ（３４％）
（ｔｈｅ　ｅｄｇｅ的，待查）

SBB 12 months ＲＭ　１．４３　ａｔ　９．４ｘ　ＰＥＲ
OSK fair value ＲＭ１．２０　ｂａｓｅｄ　ｏｎ　ＦＹ２００６　８．０ｘＰＥＲ

heriang1

Investing Ideas: Re-rating for Pentamaster?
By Maryann Tan
Email us your feedback at fd@bizedge.com

Ever since markets in the region took a turn for the better last year, the chips have been up for stocks in the semi-conductor sector. The share prices of the higher-profile players, such as Unisem, Malaysia Pacific Industries and Globetronics Technology, have made substantial gains in recent months.
But investors need not confine themselves to just chip assemblers and testers to take advantage of the uptrend, according to some analysts. Among the list of beneficiaries are equipment makers like Pentamaster Corp Bhd.
According to Semiconductor Equipment and Materials International (Semi), test equipment will show strongest growth among all sectors in the semiconductor industry. Semi forecasts sales to grow by 40.4% to US$5.5 billion this year.
"Pentamaster should be able to ride this uptrend, being a cost-effective manufacturer of vision and test equipment," writes Seow Choong Liang, head of research at K&N Kenanga in a December report.
While not widely researched, this relatively new listing has earned itself a strong reputation among the analyst community and many wax lyrical on the company's track record.
"These guys know what the critical success factor is. Their key strength is their ability to link software capabilities to their mechanical engineering capabilities," says Ngu Chie Kien, head of research of TA Securities. Ngu does not track the stock closely but was acquainted with the company at a briefing prior to its listing.
Indeed, other companies such as LKT Industrial, which also manufactures vision inspection and test equipment, seemed to have had it tougher. LKT recorded a net loss of RM1.7 million for the nine months ended Sept 30, 2003.
"Pentamaster is one of the best companies in the semiconductor sector. It has been able to grow even during the worst of times," says Shin Kao Jack, an analyst at OSK Research.
The company's revenue and profits grew consistently between financial years ended Dec 31, 1998 and Dec 31, 2002.
It has also managed to maintain a profit margin of over 20% between 2000 and 2002 from the sales of its vision inspection software and equipment to the semiconductor industry. These are machines used to detect fine defects in semiconductor components.
Pentamaster also provides its Shopfloor Management System which links up the shop floor to other business automation systems within a company.
Its clients include other Penang-based chipmakers such as Intel, Dell and Unisem, and it exports half its products to the Philippines, Ireland, Singapore, India and Italy.
The company is expected to release its earnings results soon. Analysts are forecasting a net profit of RM13.5 million to RM14 million against RM12.6 million recorded in 2002. So far, the numbers have been promising. Net profit for the nine months ended Sept 30, 2003, came in at RM9.3 million.
The optimism is clearly reflected in the rise of its share price over the past two months. In early December, the stock was hovering at RM3.06 to RM3.10 and began to rise rapidly towards the end of the month. It reached a historical high of RM3.94 on Jan 28, surpassing analysts' target price of RM3.30 to RM3.70. It closed last Thursday at RM3.80 or 171% over its initial public offering price of RM1.40.
As a result, previous "buy" calls have now become "hold" as analysts await further news to re-rate the stock.
"For the short term, it has hit our target price. So, it's now a 'hold' until there's further reason to upgrade," says Seow of Kenanga. His fair value of RM3.70 is calculated on a forward price-earnings ratio of 18 times. Net profit for 2004 is expected to grow to RM16.5 million while its earnings before interest, tax, depreciation and amortisation margins are forecast to remain at a consistent 27% up to 2005.
"I'm waiting for the latest results before I consider raising the fair value but I think it will most likely be good," OSK's Shin reckons.
"More customers are now discussing plans to increase manufacturing capabilities with us. Orders for vision inspection equipment should pick up strongly from the first quarter of next year," says Chuah Choon Bin, managing director of Pentamaster. Chuah also explains that the greenback's slide has not been detrimental to the company. Instead, it has made Pentamaster's products more competitively priced.
So while laggards may have missed the first round of gains, there could still be hope for more so long as the global semiconductor recovery stays robust.
A significant indicator came last week when United Microelectronics Corp, one of the world's largest wafer foundries, reported a seven-fold jump in its fourth-quarter profit. The chipmaker said profit rose to US$210.3 million from US$30.9 million a year ago.
On Feb 3, computer network equipment maker Cisco Systems Inc reported better-than-expected profits but its announcement still weighed down the Nasdaq as analysts had expected more from the company.
Pentamaster's clients have mostly been from the semiconductor industry, thus placing it at risk of seeing volatile earnings. But Chuah says it is capable of serving other industries in the future and this makes up part of the company's longer-term objectives.
"Our strength and flexibility in launching new applications and solutions to meet the needs of various industries will cushion the impact from the downturn in the semiconductor industry," he says. "For a start, we hope to clinch a few deals from customers in the pharmaceutical industry, consumer products and oil and gas industry."

Kenger

好厉害！收购45lots这样多！还是在星期六。。。

kweng012

原帖由 Kenger 于 4-11-2006 23:09 发表
好厉害！收购45lots这样多！还是在星期六。。。

哈 哈 。 。 。 。 。 大 大 你 很 不 给 他 面 子 LOH。 。 。
我 也 进 了 一 点
希 望 它 是 LKT的话 替 身 。 。 。
哈 哈

heriang1

What is the fare value prize of pentamaster?

How much it can up?

any news on it?

kweng012

原帖由 heriang1 于 6-11-2006 15:55 发表
What is the fare value prize of pentamaster?

How much it can up?

any news on it?

erm...

NET reseach give ==1.30
S&P give 1.08

kweng012

他 好 像 有 一 个 子  公 司 要 上 市
有 谁 知 道 吗 ？

heriang1

Hi, anyone


Will PENTA be like Lingui today hit limit up due the the strong earning report?

Thanks for sharing.

[ 本帖最后由 heriang1 于 20-11-2006 01:39 PM 编辑 ]