Jack Sparrow's comment on SALUTE. All Comments

Jack Sparrow
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Pls don't let's me guess correct that month of Aug, the owner sell share again... Feb sell Apr sell Jun sell....
F@@L愚人
No more share in Genius Thinkers Sdn. Bhd…
Sell habis.
Like · 2 years · translate
Jack Sparrow
Let's see how. Hope u are right
Like · 2 years · translate
F@@L愚人
You can study back the time frame director sell share. They sell in lost.
And they sell to big investor.

You also can see in 2019, before VISTA 1 lunched, they sell too in low price, then Vista lunch, share price up to RM0.9 sen…
If you knew your vista going to lunch, why sell in low price ? As a selfish director, you should sell after the Vista lunch…
The person who get to buy from director are the one who earn.

Hahahha
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Like · 2 years · translate
Jack Sparrow
0.- so you want to tell me they sell their share because want to give others ppl earn? Every 2 month do such sales for others to earn?
Like · 2 years · translate
F@@L愚人
My explanation for 2019 situation, ya. The person who purchase earn. Can look back the share price chart.

I don’t have the direct answer for your question. This year the person who buy , only can know earn or lost in future.
Usually director sell share is not a good sign.
But for Salutica case, it sell not because company got problem then they want to sell and leave the company.
This year they sell to who I don’t know. But the volume sure is not small investor.
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Like · 2 years · translate
F@@L愚人
我用华语解释比较好。
通常大股东卖股,而且卖那么多,很直接的答案就是公司出问题,不好。
可是如果做功课追踪管理层家族卖股的历史,并不是出于公司好坏,业绩未来差或好所以他们卖。

看回历史,卖了过后业绩好坏也有。卖了过后股价大幅起的也有。

再看回家族依然持有56% 的绝大部分股份。
第二名大股东也只有2% 多的票而已。所以如果有新的大股东要买,都只能跟他们家族要而已。

所以我想表达的是,这个卖股举动不是非黑即白,它诠释不到好或坏。只是老板收到有人要,他们也很多,就卖出。。
从哪位买家角度,也许他也是看中SALUTICA的潜能?!所以才愿意持股。
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Like · 2 years · translate
Jack Sparrow
Fool, so I can expecting no more share sales right by the boss as geniuse thinker alrd finished sell...
Like · 2 years · translate
F@@L愚人
Jack, I also can’t sure..
For me their family holding still very high…( that why in coming 2-3 Q, expected will declare dividend )

In a long run, if they sell, I think also 1-3 % based on all the 30 largest shareholder don’t want to exceed 5% ..
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Like · 2 years · translate
Chia Shyong Foo
@Fool do u mind to share y u hv the idea will declare dividend in 2 3q?
Like · 2 years · translate
F@@L愚人
They got purpose dividend reinvestment and approved during AGM. This is the signal.. just due to still in developing period, and suffer from pandemic , so cash and dividend need to balance,

They family cost of holding share still lost since IPO..
What they can earn back is dividend ( and high director salary)
From dividend I think they cover the lost already.

Boss target to bring company market cap to 1billion
Ultimate is 2bilion…
Seem like crazy from current view.
If 1b meaning 500% gain
If 2b meaning 1000% gain..

From their capex action, they really want to growth the company… so let see how.
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Like · 2 years · translate
F@@L愚人
排了几天,matched 0.48
再吃seller的票0.48

看看明年如何。。。

哈哈哈
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Like · 2 years · translate
F@@L愚人
50 SEN以下难得的投资机会。。
恭喜低价买的。
今早成交量很多,不懂什么事情。

根据过去纪录,这股会提前投步大起。
不过之前业绩出后都不能支撑股价,然后股价调整。

还是又有人要收票?之后回到散户交易,股价会跌回。

看看等下会不会有宣布。。。

哈哈哈
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Like · 2 years · translate
Kian Loong Loh
As the Company is listed in the Bursa Malaysia Securities Berhad, we do not provide profit
forecasts.
The impact of the COVID-19 pandemic would persist into next year and inspite the uncertainties
in the global environment, the Group’s R&D team would continue to focus on the timely realisation
of several planned new products. However, the Group performance would depend on consumers’
responses.
Question 2:
Why has the employee cost increased so much from RM25.957 million to RM30.628 million?
Please also explain on the increased of receivables and stock from RM8.782 million to RM24.880
million and RM34.301 million to RM57.888 million respectively for the financial year ended 30 June
2020 as compared to the previous financial year? How is the progress of FOBO business? Is the
Company having any plan to do Bonus Issue?
The Company’s response:
Due to the increase in minimum wages to RM1,200.00 per month since February this year, it has
impact of direct cost increased by approximately RM0.3 million per month of the Group. Moreover,
the Group had halted its production during the Movement Control Order (“MCO) in March 2020
and resume 50% production in April 2020 which resulted in idle production costs of RM3.2 million.
The Group resumed full operation from 29 April 2020 onwards.
The increased in receivables was due to the higher sales recorded in the last 3 months before the
closing in June 2020. In tandem with the increased in orders, inventories have also increased in
preparation for the order fulfilment.
FOBO business has increased in the past 2 to 3 months. There were also new distributors for
FOBO brand in the United States and Japan which helps to promote growth for FOBO sales.
The Company would consider to undertake the Bonus Issue to reward the shareholders when the
time is right.
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1 Like · 2 years · translate
Yaozu
@Fool How u so sure boss targeted to bring company market cap to 1 billion? That’s crazy! The share price must hit RM2.50 to meet market cap 1bil, how could it be possible?!
Like · 2 years · translate
F@@L愚人
@wong. Hi.. off course I can’t sure la.
This is just boss’s target. Many listed company also will give this guide.
What I can do is control my holding cost and keep observe what they do…
If can’t go 1B, 500m of 750Million market cap also very good for me..
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1 Like · 2 years · translate
Kian Loong Loh
Fool-老板你也来到这里。
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F@@L愚人
kian去哪里我就去哪里
哈哈哈哈
Like · 2 years · translate
Kian Loong Loh
Fool:有没有来:genetecKian Loong Loh
随心投资路 https://gma98.blogspot.com/2021/01/blog-post_23.html
分享一些简单投资的看法。 走一条比较有耐心地投资路。

首頁买股篇好股介绍资讯快报投资知识
2021年1月23日 星期六
电动汽车将会是这家科技公司的催化剂




今天要浅谈的科技公司是震科(Gentec Tecnology Berhad),公司的业务和运营主为两个核心领域---汽车和硬盘驱动器

公司87%营业额来自出口而23%来自本地马来西亚

公司实现了对欧洲和泰国的40%和8%的显着增长。相反,对中国的销售额下降至18%(2019年:52%),主要是由于新型冠状病毒(COVID-19)的爆发大流行破坏了公司的运营。从年报得知,中国市场销售量下跌主要是肺炎病毒导致该国进行封城与封国,相信随着疫情好转,中国汽车行业逐渐复苏,中国将恢复成为公司最大的出口国

公司已经看好电动汽车商机

公司在年报指出,准备增加研究与零件配线的投资,加强电动车与自动驾车业务,并关注中国和欧洲高度成长的汽车行业,期待能惠及业务发展

随着新冠肺炎疫情减缓,全球汽车行业有望逐步复苏,震科集团业务也很可能出现大幅反弹,因为客户都是汽车行业的知名全球领先业者



特别是在美国,这涉及开发具有巨大增长潜力的电池技术相关产品的新技术。电动汽车电池这将成为公司另外主要收入

这样的公司值得投资吗?

公司内幕人一路增持公司股票

Chen Khai Voon 一路收购公司股票,股价也随着一路涨。最后一次购买价格应该在于1.90-2.00之间

全球电动车政策

国际能源署的保守估计方案,2030年电动车将占中国总销售量40%,印度和其他国家则占20%

冷眼 冯时能 Fong Siling也看好该公司的前途

没错,出名投资冷眼大师已经2年维持有震科Genetec这家科技公司4.7%股权

个人看法

管理层有信心继续扩大市场份额,推动业务增长,并在2021财年取得满意的业绩,公司内幕人已经在市场收了很多票,还有我们的投资大师冯时能也持有4.7%股权,全球电动车需求大量增加,非常有利公司的业务

DISCLAIMER:写这篇文章时我个人是持有该公司股份,整篇文章没有任何买卖建议,任何投资决定还请先询问专业股票经纪的意见,本人不会对你盈亏负任何责任

发帖者 啊义 时间: 上午9:57
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F@@L愚人
好文章!继续分享。我SAVE起来了。。。
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