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[公司专区] 6963 VS 威城

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x 63
发表于 2016-7-15 23:51 | 显示全部楼层
https://research.uobkayhian.com/ ... 2fc3db04b5c440cd1f9

We hosted a corporate luncheon where VSI’s management met with local fund
managers and analysts. The delay in components delivery by suppliers will push a
large proportion of the forecasted sales volume of coffee brewers to FY17, while
production of the recently-awarded vacuum cleaner contract from Dyson should
begin in Nov 16. We remain positive on VSI and look forward to FY17, which will be
driven by higher sales from its key customers. Maintain BUY. Target price: RM1.60.

点评

谢谢分享  发表于 2016-7-16 13:24
谢谢分享  发表于 2016-7-16 04:51
谢谢分享。。。  发表于 2016-7-16 00:33

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发表于 2016-7-16 03:41 | 显示全部楼层
哈哈~他睡很久了,终于起来咯~冲啊~目标价 1.60

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又是眼睡的时候  发表于 2016-7-22 22:13

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发表于 2016-7-16 06:21 | 显示全部楼层
才卖了一半

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迟卖了一半  发表于 2016-7-22 22:11
来自安卓手机客户端

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发表于 2016-7-16 07:02 | 显示全部楼层
热门股:威城上挑RM1.4814点看 2016年7月16日

威城(VS,6963,主板工业产品股)的日线股价趋势显现技术反弹走势,闭市时报1.33令吉,按日涨14仙或11.76%。
短期间,该股或会上挑1.34至1.48令吉的阻力关口。



http://www.enanyang.my/news/20160716/%E7%83%AD%E9%97%A8%E8%82%A1%EF%BC%9A%E5%A8%81%E5%9F%8E%E4%B8%8A%E6%8C%91rm1-48/


点评

谢谢分享。。。  发表于 2016-7-22 22:10
谢谢分享  发表于 2016-7-16 13:24

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发表于 2016-7-16 09:08 | 显示全部楼层
价值投资的第一步: 长期持有

点评

谢谢不抛弃TA  发表于 2016-7-22 23:38
谢谢分享。。。  发表于 2016-7-22 22:11

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发表于 2016-7-17 22:51 | 显示全部楼层
Observers envisage its core net earnings to grow by 29.9% to RM135.7 million for FY16 forecast (FY16F), and by 20.6% to RM163.7 million for FY17F, with key earnings contributions from its three major clients, namely Dyson, Keurig and Zodiac.

VS Industry commands a sturdy balance sheet with a currently (July 2016) low net gearing of 0.2 times, which allows it to have ample flexibility to gear up for future capacity expansion and mergers and acquistions.

It could clinch more orders in respect of box build full assembly for the new vacuum cleaner model from Dyson. The first purchase order could come in a few months’ time from July 2016. It could bag as much as RM300 million new orders per annum from Dyson from FY17F, over a period of three to five years. This would lift earnings by 12.6% for FY17F and 10.8% for FY18F. This is on top of existing Dyson models with a job scope worth an estimated RM650 million in FY17F.

VS Industry may consider taking up a stake in a healthcare and wellness company to reap synergistic benefits. This could render sub/full assembly works worth RM180 million yearly under its China operation, in addition to profits from the ownership stake in the immediate term. Should the acquisition materialise, it could contribute RM13 million in yearly net profit to the group from FY17F onwards.

For the acquisition of a 12.1% stake in Seeing Machines Ltd, observers expect VS Industry to benefit from research and development collaboration and manufacturing opportunities of the company in the longer run.
15/07/2016 16:49

点评

谢谢分享。。。  发表于 2016-7-22 22:10
谢谢  发表于 2016-7-18 13:32
谢谢  发表于 2016-7-18 13:32
谢谢分享  发表于 2016-7-18 02:38
Dyson一张新定单就已经RM300million。明天大约供献RM650million。  发表于 2016-7-17 22:57

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x 802
发表于 2016-7-18 11:19 | 显示全部楼层









Vk Klse

20 hrs ·








Vs经过几个月的箱形整理后,前天突然(带量)上涨突破近几个月高点收市!这些都属于正面的信号。。

我个人就有趁涨切入啦。。
Vs前景有什么可以期待呢?

1)它旗下的大顾客Keriug,(GMC)在去年尾再推出Keurig® KOLD
是否未来陆续颁发制造合约给Vs?

2)去年尾,JAB巨头收购GMC并私有化,未来Keriug的前景更上一层楼。

3)Vs子公司在今年也得到Seeing Machines Limited旗下产品Seeing Machines 在大马新加坡与泰国销售代理权。
Vs也有投资在Seeing Machines Limited公司股权十出巴仙。
所以未来也有机会从Seeing Machines Limited中拿到合约可能性。

从以上这些资讯分析,它旗下的顾客都是国际生意伙伴,只要Vs的国际合作伙伴业绩增长,就对Vs前景非常好~

我纯粹分享我找到的资讯,希望大家明白,要对自己的投资付责任。。






点评

谢谢分享/  发表于 2016-7-22 22:10
谢谢分享  发表于 2016-7-18 18:30
很详细的资料,谢谢分享  发表于 2016-7-18 18:07
谢谢分享  发表于 2016-7-18 14:56

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x 59
发表于 2016-7-18 14:26 | 显示全部楼层
儿子很棒哦

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比老母涨很多奶  发表于 2016-7-22 22:09
来自安卓手机客户端

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发表于 2016-7-18 20:10 | 显示全部楼层
多谢分享/

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/多谢|分享\  发表于 2016-7-22 22:08

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发表于 2016-7-18 20:56 | 显示全部楼层
今天风平浪静?

点评

>.< >.<  发表于 2016-7-22 22:06

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发表于 2016-7-18 21:27 | 显示全部楼层
015135 发表于 2016-7-18 20:56
今天风平浪静?

休息是为了走更远的路

点评

退潮退潮来了  发表于 2016-7-22 22:06

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发表于 2016-7-18 23:05 | 显示全部楼层
明天涨潮

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涨潮涨潮来了  发表于 2016-7-22 22:04
一步一步往上爬  发表于 2016-7-20 19:44
一步一步往上爬  发表于 2016-7-20 19:43
来自安卓手机客户端

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发表于 2016-7-19 13:32 | 显示全部楼层
KUALA LUMPUR: VS Industry Bhd has subscribed to 12.1% equity interest in London-listed vehicle operator monitoring technology firm Seeing Machines Ltd (SML) for £6.74mil (RM38.6mil).

The Australia-based company has proprietary intellectual property and algorithms that enable facial tracking from video and live camera feeds, with applications such as monitoring driver/operator fatigue.

VS Industry, a Johor-based OEM contract manufacturer, told Bursa Malaysia that SML was involved in operator monitoring and intervention sensing technologies and services in the automotive, mining and construction, commercial road transport, rail and aviation industries.

On the rationale for the subscription, the electronic manufacturing services (EMS) firm pointed out that SML was an award-winning technology company with a focus on vision based human machine interfaces.

“The subscription will be strategic and beneficial to the global EMS business of VS Industry and its subsidiaries as it provides an opportunity for the group to extend its reach to become a global manufacturing company as well as to participate as a collaborative research and development partner, which will bode well for the group’s future growth,” the company said.

“The board also believes that the investment in SML will boost innovation within the group and will allow for synergistic benefits, and thereby spurring financial growth,” it added.

VS Industry’s unit VS International Venture Pte Ltd (VSIV) signed an agreement on Monday to subscribe to 129.65 million new SML shares at an issue price of £0.052 -- a premium of 20% over their 30-day volume weighted average market price up to March 16. The subscription is expected to be completed on Friday.

Having at least 10% of SML, VSIV can nominate a person with suitable skills and experience to serve as a non-executive director on SML’s board. SML has announced that VS Industry executive director Ng Yong Kang had joined its board.

SML is listed on the AIM Market of the London Stock Exchange, AIM is LSE’s international market for smaller growing companies.

For the financial year ended June 30, 2015, SML incurred a net loss of A$11.28mil (RM34.34mil) and had net assets of A$28.96mil (RM88.16mil).

On SML’s prospects, VS Industry said for the full financial year ending June 30, 2016, the SML board expected a higher total revenue than the previous year due to the Caterpillar Global Mining license fee of A$21.85mil (RM66.51mil) for SML’s off-road fatigue monitoring system.

“Excluding this revenue, other sales and service revenue may be marginally lower than the last full year, depending on how quickly current assessments for the fleet product convert to larger deployments. SML is building a strong pipeline of fleet sales across several regions, driven by a number of assessments and opportunities as outlined in its recent quarterly fleet update,” it said.

It added that SML was also confident of increased activity and sales through construction machinery giant Caterpillar across its broad target markets of mining, construction, cement and quarry and forestry.

“With the transition from a direct-to-market mining business to a royalty arrangement with Caterpillar, SML has refocused its efforts toward the automotive, fleet, aerospace and rail markets and technologies,” said VS Industry.

Meanwhile, SML chairman Terry Winters said in a statement that the funds raised from VS Industry would allow the company to accelerate it momentum in the automotive industry.

“There are enormous opportunities at the moment for our technology to become a critical part of the cars of the future,” he said.

VS Industry shares shed 1 sen to close at RM1.25 on Tuesday, with 5.45 million shares changing hands.



TAGS / KEYWORDS:
Corporate News , Technology , Automotive , VS Industry Bhd , Seeing Machines Ltd

http://www.thestar.com.my/busine ... ed-technology-firm/

点评

感谢分享~~  发表于 2016-7-22 22:04

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发表于 2016-7-19 20:53 | 显示全部楼层

感谢分享~~

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感谢分享~~  发表于 2016-7-22 22:03

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x 7
发表于 2016-7-25 11:27 | 显示全部楼层
今天VS发生什么事?

点评

谢谢分享。。。  发表于 2016-8-7 17:57
应该说....今天VS又发生什么事?XD  发表于 2016-7-25 19:25
今天VS发生什么事?+2  发表于 2016-7-25 18:13
今天VS发生什么事?+1  发表于 2016-7-25 14:59

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发表于 2016-7-25 21:31 | 显示全部楼层
要收购?

点评

谢谢分享。。。  发表于 2016-8-7 17:58

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发表于 2016-7-25 22:00 | 显示全部楼层
OTHERS PROPOSED SUBSCRIPTION OF UP TO 251,451 NEW ORDINARY SHARES OF RM1.00 EACH IN NEP HOLDINGS (MALAYSIA) BERHAD (NEP) (SUBSCRIPTION SHARES), REPRESENTING UP TO 20.0% OF THE ENLARGED ISSUED AND PAID-UP SHARE CAPITAL OF NEP FOR A TOTAL CASH CONSIDERATION OF UP TO RM60,000,000 (PROPOSED SUBSCRIPTION)                                                                       
V.S. INDUSTRY BERHAD
                        
                                        
TypeAnnouncement
SubjectOTHERS
                                
DescriptionPROPOSED SUBSCRIPTION OF UP TO 251,451 NEW ORDINARY SHARES OF RM1.00 EACH IN NEP HOLDINGS (MALAYSIA) BERHAD (NEP) (SUBSCRIPTION SHARES), REPRESENTING UP TO 20.0% OF THE ENLARGED ISSUED AND PAID-UP SHARE CAPITAL OF NEP FOR A TOTAL CASH CONSIDERATION OF UP TO RM60,000,000 (PROPOSED SUBSCRIPTION)
                                                                                                                        The Board of Directors of VSIB wishes to announce that on 25 July 2016, VSIB entered into a conditional subscription agreement with NEP and Lim Chang Huat (“Subscription Agreement”) to subscribe for up to 251,451 Subscription Shares, representing up to 20.0% of the enlarged issued and paid-up share capital of NEP, for a total cash consideration of up to RM60,000,000.
Please refer to the attached appendices for the details of the Proposed Subscription.
                                            
                                       
                                    
                                
                        
                        
                                                                            Please refer attachment below.                        
                        
                                                                            Attachments                                                       
                                                                                                    Announcement.pdf                                            
                                            90.1 kB                                       
                                                       
                                                                                                    Press Release.pdf                                            
                                            125.6 kB                                       
                                    
                                
                                                
                        
                                                                Announcement Info                                       
Company Name                                                                         V.S. INDUSTRY BERHAD                                                       
Stock Name VS
Date Announced25 Jul 2016
CategoryGeneral Announcement for PLC
Reference NumberGA1-25072016-00104
                                         


点评

谢谢分享。。  发表于 2016-8-7 17:58

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发表于 2016-7-26 00:09 | 显示全部楼层
(吉隆坡25日讯)威城(VS,6963,主板工业产品股)宣布以总值6000万令吉,收购NEP控股20%股权,借此进军滤水机生产业务。


威城今日发表文告,已与NEP控股和该公司掌舵人林进活签约,将分2阶段,认购NEP控股20%股权或25万1451股。

根据文告,第一阶段是以3000万令吉,认购NEP控股11万1756股;过后的6个月内,满足了合约条件后,再以3000万认购额外13万9695股。

威城解释,目前认股计划已完成第一阶段,持有NEP控股10%股权。一旦完成第二阶段,NEP控股将成为该公司联号公司,财务贡献也将入账威城。


颜森炎

盈利担保4000万

NEP控股旗下有著名的“钻石”(Diamond)滤水系统品牌;截至今年6月底未审核财报,净利达2910万令吉,营业额达1亿8540万令吉。

同时,林进活也给予威城截至明年6月底财年内,NEP控股将贡献达4000万令吉的盈利担保。若无法达标,作为NEP控股大股东林进活,将填补有关差价。

威城指出,上述收购价等于NEP控股7.5倍的本益比,比上市消费产品股的本益比低。

另外,威城董事经理拿督颜森炎通过文告说,该公司稳健且有能力的研发团队,可成为NEP控股产品的原厂设计制造(ODM),助后者开发新产品。

同时,NEP控股可利用威城在大马、中国和印尼的生产设备,提升生产效率和数量,以进军新市场。

威城将通过内部资金和银行贷款,完成上述收购活动。截至今年4月底,公司负债率低至0.2倍,现金达2亿2940万令吉,无需发新股筹资。

颜森炎还说:“NEP控股有积极的拓展计划,威城有能力助该公司实现计划,结合双方的专长,将形成庞大的合作关系。”

他还预计,NEP控股将为公司截至2017年7月底财年内贡献盈利。

点评

谢谢分享。。。  发表于 2016-8-7 18:03
谢谢分享。。。  发表于 2016-8-7 18:02
相信VS可以。  发表于 2016-7-26 11:04
Profit Guarantee?还没有看过有fulfill过的。。。。。  发表于 2016-7-26 10:04
这一句才是重点=〉NEP控股将贡献达4000万令吉的盈利担保。若无法达标,作为NEP控股大股东林进活,将填补有关差价。  发表于 2016-7-26 08:03

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x 40009
发表于 2016-7-26 07:15 | 显示全部楼层
6000万购NEP控股20%
威城进军滤水机业务
114点看 2016年7月25日


NEP控股有积极的拓展计划,威城有能力助该公司实现计划。

(吉隆坡25日讯)威城(VS,6963,主板工业产品股)宣布以总值6000万令吉,收购NEP控股20%股权,借此进军滤水机生产业务。



威城今日发表文告,已与NEP控股和该公司掌舵人林进活签约,将分2阶段,认购NEP控股20%股权或25万1451股。
根据文告,第一阶段是以3000万令吉,认购NEP控股11万1756股;过后的6个月内,满足了合约条件后,再以3000万认购额外13万9695股。
威城解释,目前认股计划已完成第一阶段,持有NEP控股10%股权。一旦完成第二阶段,NEP控股将成为该公司联号公司,财务贡献也将入账威城。

颜森炎

盈利担保4000万
NEP控股旗下有著名的“钻石”(Diamond)滤水系统品牌;截至今年6月底未审核财报,净利达2910万令吉,营业额达1亿8540万令吉。
同时,林进活也给予威城截至明年6月底财年内,NEP控股将贡献达4000万令吉的盈利担保。若无法达标,作为NEP控股大股东林进活,将填补有关差价。
威城指出,上述收购价等于NEP控股7.5倍的本益比,比上市消费产品股的本益比低。
另外,威城董事经理拿督颜森炎通过文告说,该公司稳健且有能力的研发团队,可成为NEP控股产品的原厂设计制造(ODM),助后者开发新产品。
同时,NEP控股可利用威城在大马、中国和印尼的生产设备,提升生产效率和数量,以进军新市场。
威城将通过内部资金和银行贷款,完成上述收购活动。截至今年4月底,公司负债率低至0.2倍,现金达2亿2940万令吉,无需发新股筹资。
颜森炎还说:“NEP控股有积极的拓展计划,威城有能力助该公司实现计划,结合双方的专长,将形成庞大的合作关系。”
他还预计,NEP控股将为公司截至2017年7月底财年内贡献盈利。http://www.enanyang.my/news/2016 ... %E4%B8%9A%E5%8A%A1/


点评

谢谢分享。。。  发表于 2016-8-7 18:03
谢谢分享。。。  发表于 2016-8-7 18:03

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