Karen Pang's comment on UWC. All Comments

Karen Pang
6 Like · Reply
股王来了。看今天站得住5.85吗
陈冠骅
Karen 有啊,科技股都是我的最爱
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Karen Pang
哇原来。。。有什么介绍?
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陈冠骅
karen 我都是关注 d&o greatech uwc Qes 这几家比较趋势的科技股。。。
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Karen Pang
陈 厉害 只买出名的哈哈
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Karen Pang
动到5.85了!看这星期疫情和政治的冲击下可以站上短期目标RM6吗
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陈冠骅
uwc 接下来很快突破6.00
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Lim Ka Wai
Dear Tan, hopefully as your word will realise... Go 7 or 8 if can. Until the QR out.. Should be good result...
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Karen Pang
今天站得稳5.85就美美了
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Karen Pang
10k lot @ 5.8 也吃完了。。。。。。
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陈冠骅
lim ka wai uwc 我去年投资到现在,公司越来越好 Lam research 也在马来西亚设厂 uwc一定会受惠 拿到很多订单 这只股 可以安心投资 买入一个好价钱等他 耐心等待 年尾一定给我们大惊喜……
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陈冠骅
Karen 今天收在5.8 非常不错了,大市不好 还能收青 给他一点时间吧 不会让我们失望 放心
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Karen Pang
陈。真的。今天临收市前很多股都下跌,UWC也有,可是一下就拉回上5.8。。。可能有些人会觉得5.8和5.85和6没差多少。其实看蜡烛图就知道点东西了。。。
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Lim Ka Wai
Dear Tan, I buy UWC half year ago.. Since it correction until lose around 5k...now its time to breakeven.. My cost 5.874...hopefully as our wish can have good news until end year.. Thx for your info ya..
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bryan chow
5.83 here...up up up
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陈冠骅
Overview UWC
Autonomous Vehicle (AV) exposure to provide impetus to growth
UWC is ramping up the production of testers for autonomous vehicle chips for the US based IDM with an interest in AV. Positive venture as customer's AV subsidiary is a leader in camera based Advanced Driving Assistance System for automotive and UWC opportunities within the emerging super trend of this.

Pivot to semiconductor.
Shifting its product mix to higher margin semiconductor segment over the years. Not only capitalize on sector's structural growth but also its carrier a higher margin. Expect further improve in FY23 on product mix improvement and the increasing use of automation such as cobots and robotic arms.

Leading American tech companies.
UWC is bound by customer confidentiality to not disclose the names of certain customers. We
abide by the same restrictions but would point out that its customers include leading semiconductor integrated device manufacturers (IDM) and equipment makers, who count the likes of Apple, TSMC, Samsung and Qualcomm among their major customers.

Exposure to multiple tech sleeves.
Involvement in semiconductor segment which includes AV, signal testers for 5G devices, logic IC in computing devices, test manipulators for logic and memory testing.

Strong back end test equipment demand.
Its memory testing client, who is one of the 2 major players in the semiconductor testing market focusing on SoC (system-on-a-chip) and memory test alongside Advantest should continue to fill UWC’s orderbook. Positive view on Advantest can serve as a read-through to the broader testing equipment sector. The team expects Advantest to register 11% topline CAGR between FY20-23E for its semiconductor tester segment. Capex forecast for 2021 is for a 35% growth in dynamic random access memory related investment (mainly for 5G and data center applications) and 21% growth in NAND-related investment. Expect this customer to contribute 15/12% of FY21/22E revenue.

Leveraging on the global deployment of 5G.
One of the leading 5G test and measurement equipment players. Clients have leverage to the entire 5G ecosystem (both mm Wave frequencies and sub-6GHz) is still in nascent stages relative to building momentum of development of 5G equipment as well as expected momentum of 5G device deployments dedicated to service providers and the broad market of consumer devices, including smartphones. The venture contribute expect 11 or 12% of FY21/22E revenue.

Positive on semiconductor cycle.
Semiconductor strength in 2021 is premised on a constructive demand environment for semiconductor led by an acceleration in data center spending, the doubling of 5G smartphone units to 525m units in 2021 alongside continued 5G infrastructure spending strength as well as gaming or PC demand to sustain from continued WFH demand. In 2021 continue strong year driven by strong growth in cloud spending and densification of 5G wireless networks.


Summary
An integrated engineering supporting services provider involved in box-building equipment for the semiconductor & medical sector, UWC stands out among other Malaysian boxbuild players playing their trade in consumer electronics, which offers a lower margin. Its business model allows it to capture emerging trends without the need for heavy capex (avg 10% of revenue), which is done at the customer level.
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1 Like · 1 month · translate
陈冠骅
@lim ka Wai 你的本钱现在都开始要 转亏为盈了,今天收5.8 很快就6.00/7.00/8.00 一起加油
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Karen Pang
又回到5.8吗。。。。。。。
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Karen Pang
真的5.8。。。。。。
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陈冠骅
karen 看来uwc 已经准备好要破6.00了 这一次的业绩我相信应该会非常漂亮 美金大涨利好科技股
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Rick So
uwc 无可否认我最爱的股第一名呵呵,大家价位多少?我先480
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Rick So
不破6绝不套利,希望先站稳6再探7-8
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陈冠骅
来了 准备突破6.00 大家耐心等待一下
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胡织旻
稳住 探探6块这条线
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shyne er
加油啊,希望今天能上6塊
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陈冠骅
很快了的 耐心等待一下 哈哈
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陈冠骅
大家一起高喊 gogogo
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Karen Pang
来了来了!!!!!!!!
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陈冠骅
Karen 恭喜你 哈哈哈
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陈冠骅
恭喜大家 一起守候到今天
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Karen Pang
也恭喜你哈哈。。。。。要卖了吗?XD
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陈冠骅
Karen 我不卖 哈哈 我守到年尾 再来一个14.00 哈哈哈
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陈冠骅
Karen 我要吃整条鱼
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Karen Pang
哇年尾14块真的可以吗哈哈
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陈冠骅
Karen去年可以 今年也是可以 你想想看5G主题 电动汽车主题 外国半导体 投资马来西亚 美金暴涨 种种原因 不是没可能的咯……嘿嘿 能不能 到时候 你就知道
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Karen Pang
怕市场不买单而已。。。。。。
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陈冠骅
Karen 3月 4月 5月 6月7月 都是这样 科技股还是一步一步涨。。。市场习惯就好 买进卖出 非常累, 耐心等待 最后都是赢家 因为你买的是科技
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Karen Pang
陈。最近看到市值大的科技股比较有力。等着看这里可以继续吗
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shyne er
6塊有288lot頂著,希望能衝破...
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shyne er
破6塊了,希望能收6塊以上。加油...
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陈冠骅
karen 放心 uwc 守着一定大赚
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John Goh
nice, gogogo

huat ah
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Karen Pang
今天很可以了。上到6块插旗,next 6.15 gogogo
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陈冠骅
恭喜大家 今天科技股非常强 美国股市涨这 明天继续6.20 哈哈哈
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陈冠骅
明显是有人特地压着6.00 不给他涨 。。但是没关系都是暂时性而已 大家耐心等待一下
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Yan Quan Tan
6块的阻力很强啊 业绩大概9月躲出吗
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Karen Pang
看来要等好财报才可以冲向6.5了
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shyne er
今天科技大多數都青青,為什麼你卻紅紅的呢...
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kricker tan
5.7可以考虑进。。。
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Weiloon Lee
感觉是有人压着不让上6
有什么故事吗?
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wai keat koh
故事就是epf还丢着票,epf 说兄弟们忍耐多一下,接近要丢完了
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Yan Quan Tan
忍耐一下 要到业绩了 就帮忙推上去
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Karen Pang
会不会来个业绩炸弹啊。。。
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kricker tan
可能啊 上次也是业绩炸弹 所以股价才一下被greatec拉开
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航航
我比较好奇为什么要拿greatec跟uwc比...
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kricker tan
已经是第3次尝试突破 再无法突破就会回调更低
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陈冠骅
耐心等待的人就会看到最后的结果 不需要 猜来猜去 好公司 有什么好猜,业绩好不好下个月就会知道
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Karen Pang
没有大跌就可以偷笑了哈哈
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陈冠骅
现在已经明显看到上升趋势了,只是时间还没到而已……给他一点时间吧
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Karen Pang
其实看得出最近没什么人讲uwc了,现在只能期望有好业绩再次带动市场焦点了
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kricker tan
哇上升趋势 好敢说 勇气可嘉 加油~
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Karen Pang
Next 6.15 before 6.5 gogogo
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kricker tan
第5次突破失败 可以卖就卖了现在 不然就会更低了
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Yeap Kent
Really?? Lets see.
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kricker tan
let seeeee hehee...
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Joe MH
今天科技股全红,也许不是UWC的问题。。
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kricker tan
全部青它红 全部红它也红 哈哈哈哈
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Lim Ka Wai
This time can closed over RM 6 alrdy.? Alrdy mention from last trading day... The RM 6 attempt to breakout...? 4.07pm to closed ... Wait for you perform,my dear UWC...
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陈冠骅
终于站在6.030 了 恭喜大家 开始慢慢的回来了,下个星期希望可以继续往上爬
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Kuek Zhihui
uwc来了。。。。。。。。
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Yan Quan Tan
科技股感觉还在回调 赶紧加吗了
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kricker tan
uwc都没升过 哪来的回调 哈哈
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Karen Pang
只能等业绩了。。。。。。
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Yuyang Ong
庄家太会玩了,一升就压价一段时间,跟散户玩心理战。不过6块钱也压一个星期了,相信很快就会波动。
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胡织旻
看了 卖和买比例接近 价钱就卡在6块 真厉害
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Joe MH
左手丢票 右手吃票 庄家自己在玩着呢 要小心
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Yuyang Ong
又来了,压了进5.85 1千lot, 静静看着你表演
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shyne er
別的科技股衝時你就卻慢慢爬,跌的時候你就衝前面。
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wai keat koh
是小回调或者下降趋势看今晚的Nasdaq or 半导体指数
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Karen Pang
越看越没有力怎么办。。。
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Yan Quan Tan
隔壁greatec d&o也是没有力 卖了要去丁丁家开会了 开完了再回来买
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Joe MH
感觉似乎UWC老板自己也不怎样在乎自己公司的股价一直跌,或许减持这里的股票而买别家有力的股票比较妥当吧。。
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wai keat koh
建议如果下次要买科技股,可以看下其它了,Uwc可能之前涨太多了,导致现在卡着
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Bryan Teng
今天不懂怎么了!跌了好多好多
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Nicholas Bee
今天出那么大的事?你真的不知道为什么跌?
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陈冠骅
各位政治乱 疫情那么高 全部科技股 都在回调,不是单单uwc在跌 拜托 冷静一下 哈哈
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JJ LIM Autosky
Karen尽然跑来这里了 .....
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Karen Pang
JJ大神来带飞天了吗?
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JJ LIM Autosky
karen 你不要乱叫 没有什么赚到钱 不是大神
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Karen Pang
JJ可以把你炒仙股的力量来炒uwc吗?
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JJ LIM Autosky
我没炒股啊 我都是Hold 着的....
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Karen Pang
Jj你是赚大钱的节奏。现在hold着什么股?
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Karen Pang
发生什么事??????
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PopingJun PopingJun
Karen 我也不知道~可能他在休息吧~
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Chelsea Fans
有重大事件吗?怎么今天停止交易呢?
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Karen Pang
我的trading apps没显示开市价 也没看到announcement 奇怪是不是suspended trading
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shyne er
應該只是沒有match到交易價吧,試看看買5.6就會有交易了
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Hwan Zai
suspend了
应该有事情宣布
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Karen Pang
有交易了。。。。。。。。。
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PopingJun PopingJun
醒了醒了~~~~~~~
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Karen Pang
最近去了钢铁,这里没眼看了
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