Yu Yu's comment on D&O. All Comments

Yu Yu
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QR when ya?
cheng
within these few days
1 Like · 4 years · translate
Time and Space
Finger cross, it will be out today. Haha
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LAI QIAN
Share price movement can hv some hint
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Athmest Soon Boon
no movement..lei
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LAI QIAN
Hint gg liao
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cheng
major shareholders including the MFCB bosses is still holding it tight - goh nan kioh/goh nan yang. must chai chai. won't be expecting much from current global environment and share price would have priced in. it will be a surprise in fact if the qr turns out to be good. :)
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1 Like · 4 years · translate
LAI QIAN
Yes agree cheng. Feel that hv player collecting the ticket. Hope this coming qr hv a positive result
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Wilson Ngoh
where is positive?
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Athmest Soon Boon
down 24%...tomorow see sell down?
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Sian Jin Low
Check the historical news, the management team already declared that the trade war influence their business. I think this counter still available for a long term investor to average down.
2 Like · 4 years · translate
Hong Yeik
Good result than i expected in this trade war situation
3 Like · 4 years · translate
LAI QIAN
Result not bad... Better than I expected
3 Like · 4 years · translate
Tan Jack
result damn good btw. revenue increase QoQ and YoY, profit qoq same. given current market sentiment consider good
6 Like · 4 years · translate
huo shui
hhhmmm, i’m confused now.. what a bad qr
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Sufianlim Azlim
Qr came out already. Of course bad qr lor. Where is the confusing part?
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cheng
imo - it's a decent performance from it's growth perspective. the revenue growth continues to outpaced profit growth which implies a sustainable growth despite the political and economic headwinds. the top line performance of automotive segment grew 4.3% in the first 6 months of 2019 which implies it's gaining market share. bear in mind that the automotive lighting business is expected to grow at 7-8% cagr. for D&O annual revenue yoy showing a 3.12% cagr since 2014 ($421M) until 2018 ($491M).
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4 Like · 4 years · translate
cheng
as the first half has shown a 4.3% growth and assuming D&O is able to end the fiscal year (2 more quarters to go) with a 3% revenue growth compared to 2018, that will bring it to $505M total revenue which will then implies a 3.08% cagr. Looks decent to me based on an industry with a single digit cagr projection. there is also signs that inventory is coming down in accordance to market demand. on the other hand, other automotive LED like OSRAM is seeing a negative trend in revenue development :)
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4 Like · 4 years · translate
cheng
from the financial perspective, gross profit came in flat at $62M and gross profit margin at 27.1% versus 27.4% on lower capacity utilization. the group generated positive $41.7M cash flow from it's operations before changes in working capital. at the same time, $34.3M capex and $8.3M div payout resulting in negative fcf of $32M. the mgmt indicates reduction in working capital and renovation of new factory is on schedule with support function to move into new building by end of 2019.
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4 Like · 4 years · translate
huo shui
Azlim, ppl here still talk good on D&O..i’m blur
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Tan Jack
blur cos u dont know how to study financial reports and do research
5 Like · 4 years · translate
Tan Jack
ppl commenting here have done their own due diligence, research and analysis. dont hope to earn quick bucks by solely looking for comments here study hard buddy
5 Like · 4 years · translate
cheng
hi huo shui, probably you were taken aback by the red figure of 26.6% against the expectation of green figures. if you look at PMI data on car sales, it has been going down especially China. however, the growth in LED revenue for D&O is showing that demand for LED continues to outweigh the conventional automotive lighting. in fact, segment revenue for D&O is showing growth in Europe while flat at Asia and US. imo - it's a decent performance in the current environment.
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4 Like · 4 years · translate
cheng
it is obvious that D&O continues to strengthen it's position as the world top 5 automotive LED maker. we have yet to see the new product launch in Q4'18 last year, the world first smart RGB. hopefully the mgmt will be able to update the production status of the seddled.
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4 Like · 4 years · translate
cheng
nevertheless, have faith in your own plan and decision. everyone has different objectives from investment perspective. hope it helps.
6 Like · 4 years · translate
LAI QIAN
Unfortunately non automotive drop a lot
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Sufianlim Azlim
Huo shui, yeah they still talking good and gave a lot of numbers even things go bloody
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huo shui
hahaha, I’ll wait.. not a good time to jump in now
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Kong Seng
Yea, wait n c. It will going south due to current economic uncertainty
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Kong Seng
Good side: it able to survive and get market share slowly
Bad side: The economic uncertainties may create some short term impact to their TOP and bottom lines
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