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楼主: dragonet

[公司专区] 6963 VS 威城

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发表于 2016-7-30 08:40 | 显示全部楼层
虽然不是很喜欢NEP 这间公司的行销手法,产品也so so 罢了,不过既然收购了就先静观其变

点评

好久沒見到他們的廣告了。。  发表于 2016-8-13 20:50
好久沒見到他們的廣告了。。  发表于 2016-8-13 20:50
谢谢分享。。。  发表于 2016-8-2 22:35
谢谢分享。。。  发表于 2016-8-2 22:35
谢谢分享。。。  发表于 2016-8-2 22:35

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发表于 2016-8-1 11:41 | 显示全部楼层

Monday, 1 August 2016
VS Industry wins RM100m job to make water filters
[size=0.688em]BY INTAN FARHANA ZAINUL


http://www.thestar.com.my/busine ... make-water-filters/

Firm has sufficient capacity to support NEP’s expansion plan
PETALING JAYA: Electronic products maker, VS Industry Bhd, has secured a RM100mil contract to manufacture water filters for NEP Holdings (M) Bhd, a company in which it is buying a 20% stake for RM60mil cash.
The contract to manufacture the Diamond branded water filtration system is for 12 months.
“We are coming in to support NEP’s growth,” VS Industry managing director Datuk SY Gan said in an email interview with StarBiz.

The group, which manufacturers vacuum cleaners for Dyson, has sufficient manufacturing capacity in Malaysia, Indonesia and China to support NEP’s expansion plan into the new market.
“NEP has existing suppliers who are in Taiwan and South Korea, but are not able to cope with the growth of NEP. So this is where we come in,” he said.
Research firm UOB KayHian said that VS Industry’s manufacturing business in China will benefit from the tie up with NEP.
“VS Industry’s operations in China via its 43.9%-owned VS International Group will benefit from a new stream of manufacturing revenue, approximately RM100mil per annum,” it said.
NEP had entered into an agreement Haier Group’s subsidiary RRS.Com in China to distribute water purifier systems.
Last week, VS Industry announced that it is buying a 20% stake in NEP Holdings for RM60mil cash.
VS Industry, in a filing with Bursa Malaysia last week, said that NEP has given a minimum profit guarantee of RM40mil for the financial year ending June 30, 2017 (FY17).
Based on the profit guarantee, VS Industry said that the deal is valued at price-earnings ratio (PE) of 7.5 times or RM300mil.
Gan said that the the valuation is considered attractive as NEP has high net profit margin of 15.7% in FY16.
He noted that according to independent valuation report conducted by FHMH Corporate Advisory, the comparable consumer products companies listed on Bursa Malaysia are trading between PE of 13 times and 32 times.
“FHCA also values NEP at fair value of between RM358mil and RM477mil,” he said.
Meanwhile, Gan said that aside from growing VS Industry’s revenue by being an original equipment manufacturer (OEM) for NEP, he reckoned the latter could also tap on VS Industry’s expertise as a Original Design Manufacturer to help develop new products and expand NEP’s offering.
He said as for now VS Industry do not have a plan to increase its stake in NEP and would be focusing on the group partnership with NEP.
“We are happy with the 20%-stake in NEP, It is a large enough stake for us to do equity accounting on NEP’s earnings,” he said.
In terms of water filtration market in Malaysia, Gan said that Diamond is the market leader with about 30% of market share.
“Diamond also has significant market presence in countries such as Hong Kong and Singapore where it commands 20%-30% market share in each location,” he added.
For the first nine-month of its financial year ending Jul 31, 2016, VS Industry’s net profit soared 33.7% to RM107mil on the back of a 14.3% jump in revenue.

点评

谢谢分享。。。  发表于 2016-8-2 22:35
40m x 20% = 8m  发表于 2016-8-1 21:30
VS 60mil入股NEP。2017年NEP会Profit Guarantee至少40mil给VS。抵到烂。  发表于 2016-8-1 17:29

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发表于 2016-8-3 06:41 | 显示全部楼层
威城获1亿滤水机订单59点看 2016年8月3日


颜森炎

(八打灵再也2日讯)电子制造商威城(VS,6963,主板工业产品股)获NEP控股的1亿令吉订单,以生产滤水机。



威城在上周宣布以总值6000万令吉,收购NEP控股的20%股权,成为该公司的大股东之一。
这项合约是制造“钻石”(Diamond)滤水系统,合约期限为12个月。
威城董事经理拿督颜森炎向《星报》表示:“我们将协助NEP控股的未来增长。”
不增持NEP股权
威城在大马、印尼以及中国拥有足够的制造产能,可协助NEP控股的扩展计划,以进入新市场。
“NEP控股在台湾和韩国有供应商,但不足以推动该公司的增长,所以我们来协助该公司。”
颜森炎表示,这项收购估值具有吸引力,因NEP控股在2016财年取得15.7%的高赚幅。
他说,根据FHMH企业顾问公司进行的独立估值报告,在马交所上市的消费品公司是以13到32倍的本益比交易。
FHMH估计NEP控股的合理价位于3.58亿令吉至4.77亿令吉之间。
颜森炎还说,目前威城并没打算增持NEP控股的股权,而会专注在集团与NEP控股的伙伴关系。http://www.enanyang.my/news/2016 ... %E8%AE%A2%E5%8D%95/


点评

VS 加油  发表于 2016-8-3 21:34
VS 加油  发表于 2016-8-3 21:34
希望一切顺利  发表于 2016-8-3 14:58
谢谢分享。。。。  发表于 2016-8-3 06:49

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发表于 2016-8-8 06:45 | 显示全部楼层
收购钻石能量水激励
威城WA值得留意/温世麟
66点看 2016年8月8日


凭单专栏●温世麟


威城(VS,6963,主板工业产品组)的股价在7月走势不俗。该股从7月1日的1.18令吉,一度上升接近两成至1.40令吉。



可是,该公司在7月25日宣布,以6000万令吉现金买进NEP控股的20%股权后走低。
NEP主要是生产“钻石能量水”滤水器。威城在宣布收购NEP后,股价触到1.40令吉后,便掉头回调至最低1.31令吉。
8月股价收复失地
步入8月后,该股又逐渐收复失地,并在上周五以1.36令吉闭市。威城的公司凭单威城-WA,则以30仙结束交易。
威城的主要业务是电子产品制造服务商,该公司在2016财年首9月,净利扬升33.7%至1亿700万令吉。公司营业额也上升13.4%至16亿2142万令吉。
不过,威城在第三季的表现却比去年同期逊色,这主要是较低的赚幅和外汇亏损导致。
在收购NEP的同时,NEP也下了1亿令吉的新款水机订单。NEP股权卖方,也同时提供截至2017年6月30日止财政年4000万令吉的税前盈利担保。
3年期限较长
威城是大马股市比较少数有公司凭单以及备兑凭单同时交易的公司。
目前,共有7项由4家发行商发出的威城认购凭单。除了威城的公司凭单威城-WA以外,威城-CA和威城-CH的交易量也不错。
威城-WA的行使价,比起大部分备兑凭单来得高,不过,它长达3年的期限,就比其他凭单长。
如果进行少过几天的超短期交易,威城的一些备兑凭单,可能会取得很高的回报。若要有一项中长期的杠杆性产品追踪母股,威城-WA还是唯一选择。
免责声明:
本栏纯属学术上或经验上的建议,读者若有兴趣投资,应该自行深入研究或询问股票经纪才决定,盈亏自负。我们鼓励通过正确的投资方式创造财富。http://www.enanyang.my/news/2016 ... %E4%B8%96%E9%BA%9F/


点评

谢谢分享。。。  发表于 2016-8-8 13:04

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发表于 2016-8-9 15:49 | 显示全部楼层
又发生什么事?上佐0.50。

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谢谢分享。。。  发表于 2016-8-10 21:38

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发表于 2016-8-9 17:52 | 显示全部楼层
cj.lim 发表于 2016-8-9 15:49
又发生什么事?上佐0.50。

我看没事吧

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谢谢分享。。。  发表于 2016-8-10 21:39
涨了就是好事。  发表于 2016-8-9 19:13
来自安卓手机客户端

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发表于 2016-8-9 19:20 | 显示全部楼层
前几天威城国际在中国拿了四亿工程。

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谢谢分享。。。  发表于 2016-8-10 21:38
看起来还消息不断,是时候开花结果了  发表于 2016-8-9 20:43

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发表于 2016-8-9 23:20 | 显示全部楼层
http://hk.stock.hexun.com/2016-08-07/185374151.html

威铖国际(01002.HK)获四亿人民币订单

 威铖国际(01002.HK) +0.015 (+3.448%) 公布,与一名现有客户订立制造协议。据此,客户将於一年内向公司下订单,合共金额4亿人民币。(de/d)(报价延迟最少十五分钟。)

点评

希望中國業務可以盡快轉虧為盈。。。  发表于 2016-8-13 20:49
希望中國業務可以盡快轉虧為盈。。。  发表于 2016-8-13 20:49
谢谢分享。。。  发表于 2016-8-10 21:37
谢谢分享!  发表于 2016-8-10 18:37

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发表于 2016-8-15 17:07 | 显示全部楼层
电子股开始轮流上涨了,vs也随着利好消息,交易量增加,应该也是时候爆发了!

点评

不是每个电子出口都好,还是要看业绩在美元下跌时,营业额利润仍保持或上升,有强大的后续定单支撑成长才行。  发表于 2016-8-16 11:47
電子業有什麼利好的消息?  发表于 2016-8-16 08:37

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发表于 2016-8-16 01:32 | 显示全部楼层
太好了,等了那么久,终于没让我失望!

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谢谢分享。。。  发表于 2016-8-16 21:59
哈哈。。。回到上次的高點!  发表于 2016-8-16 12:50
期待传说中的1.60。  发表于 2016-8-16 08:34

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发表于 2016-8-16 08:27 | 显示全部楼层
向前冲冲冲

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加油 加油 加满油  发表于 2016-8-16 21:11
SUPPORT VS  发表于 2016-8-16 12:58
来自安卓手机客户端

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发表于 2016-8-16 16:04 | 显示全部楼层
The mistake of selling when the price is rising - Koon Yew Yin

Author: Koon Yew Yin   |  Publish date: Mon, 15 Aug 2016, 09:18 AM




The purpose of writing this piece is to review my own mistake. Like all investors, I also sell too early to take profit. They always say that no share can go up and up indefinitely for whatever reason. So, they sell to take some profit because they believe they could buy them back during correction at cheaper prices.

Unfortunately the correction is usually less than 10% for really good shares and after deducting the transaction and other cost it is not worth the risk of selling too early. For example, in the  price charts of Latitude, VS and Lii Hen, you will notice that the correction is usually very small, usually less than 10%.

You can only make profit if you know exactly when to sell it and when to buy it back. But very often, you sell too early because you will be tempted to sell as the price is going up.

Most people will not buy back the shares that they sold if the correction is less than 10% and they would not buy back at higher prices than the prices they sold. They would not want to admit their mistake.

There is absolutely no reason to sell if the company continues to show increasing quarterly profit. In fact, you should be bold enough to admit your mistake and buy it back at higher prices.

A few of my friends, sold Latitude, VS and Lii Hen when they were under some minor corrections and did not buy back when their prices went higher and higher.

Eventually Latitude went up from Rm 1.00 to above Rm 8.00 within 26 months, VS and Lii Hen went up more than 500% within 2 years. Fortunately, I admitted my mistake of selling early and bought back to become substantial shareholders of these 3 companies.

As you can see, Lii Hen has been producing increasing profit in the last 8 quarters and its earning per share (EPS) was 11.68 sen in 1st Q 2017 in comparison with 5.97 sen 1stQ 2016. If you have sold earlier, it is  advisable to buy back now at around Rm 3.08 per share.  

You must ask yourself these questions:
• In the last 2 years, did you buy any of them?
• If you have bought, when did you sell?
• And did you buy back at higher prices?

点评

the thg is he sell and without inform bursa==''  发表于 2016-8-17 08:13
谢谢分享。。。  发表于 2016-8-16 20:54
ysn
Tq  发表于 2016-8-16 17:29

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发表于 2016-8-16 17:52 | 显示全部楼层
OTHERS Signing of an Addendum to Contract Manufacturing Agreement

V.S. INDUSTRY BERHAD

Type        Announcement
Subject        OTHERS
Description        Signing of an Addendum to Contract Manufacturing Agreement
The Board of Directors of V.S. Industry Berhad (“V.S. Industry”) is pleased to announce that on 10 August 2016, a wholly owned subsidiary company V.S. Plus Sdn Bhd (“V.S. Plus”), entered into an addendum to contract manufacturing agreement (“Addendum”) with an existing major customer to design and manufacture a new model of coffee brewer for a minimum contract value of USD82 million within a period of three years. The new coffee brewer is the first fully designed model by V.S. Plus for the customer (“Original Design Manufacturing”), and accordingly, V.S. Plus has been granted exclusive manufacturing rights for the first 18 months. The production is scheduled to commence from January 2017. The Board expects the Addendum to contribute positively to the Group’s financial year ending 31 July 2017.

None of the directors and/or major shareholders of the Company or persons connected to them have any interest, direct or indirect, in the new contract awarded.

点评

MCP
应该要慢慢START才好。。  发表于 2016-8-16 22:58
谢谢分享。。。  发表于 2016-8-16 21:04
谢谢分享。。。  发表于 2016-8-16 21:04
engine還不快start...  发表于 2016-8-16 18:22
谢谢分享!  发表于 2016-8-16 18:05

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发表于 2016-8-16 17:59 | 显示全部楼层
MCP 发表于 2016-8-16 17:52
OTHERS Signing of an Addendum to Contract Manufacturing Agreement

V.S. INDUSTRY BERHAD

来了~ 8千万的生意

点评

gambateh  发表于 2016-8-17 08:14
gambateh  发表于 2016-8-17 08:14
gambateh  发表于 2016-8-17 08:14
gambateh  发表于 2016-8-17 08:14
MCP
只要美金维持兑换3.8 或 4 还是有机会赚钱的,就要看他profit margin是多少了  发表于 2016-8-16 23:00
MCP
长长久久吧。。 我个人看法。。  发表于 2016-8-16 22:59
八千万美元  发表于 2016-8-16 21:12
這次是ODM哦。。。 有消息怎麼今天還是不上不下的。。。  发表于 2016-8-16 18:03

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发表于 2016-8-16 19:58 | 显示全部楼层
威城包揽8200万美元的咖啡机制造合约

(吉隆坡16日讯)威城(V.S. Industry Bhd)包揽一项价值8200万美元的合约,为其现有的重点客户生产新款咖啡机。

这家电子制造服务供应公司今日向大马交易所报备,这项合约为期3年。

这是威城第一个完整的原始设计生产(ODM)咖啡机,而其客户也授于威城独家生产权,在首18个月负责生产这批咖啡机。

根据这项协议,威城将负责设计和生产这款新咖啡机,而该名客户则承诺在未来3年购买一定最低数量的咖啡机,共计8200万美元。

该集团预计,将在2017年1月开始大量生产新咖啡机,这项合约料在2016财政年(截至2017年7月31日)为集团带来进账。

威城董事经理拿督颜森炎表示,获颁这项合约象征着集团的一个重要里程碑。

“客户交由我们全权负责,并为他们设计一款咖啡机,这也意味着他们对威城的能力与品质水平深具信心。”

他透露,这名客户是一家来自北美洲的知名个人饮料系统品牌公司,每年营业额达数十亿美元。

他还指出,威城正逐渐提升价值链,并往原始设计生产商的方向迈进,而不是仅仅作为原始设备制造商(OEM)。

“这有助于加强我们与客户之间的联系。事实上,我们的精干研发团队正在为我们的客户进行设计、原型和测试工作。”

闭市时,威城跌1仙或0.69%,以1.43令吉挂收,全日一共有402万股易手,市值达16亿7000万令吉。

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MCP
感谢  发表于 2016-8-16 23:03
谢谢分享。。。  发表于 2016-8-16 21:10

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发表于 2016-8-16 21:23 | 显示全部楼层

新闻
要闻
威城包揽8200万美元的咖啡机制造合约
By Gho Chee Yuan  / theedgemarkets.com   | August 16, 2016 : 6:56 PM MYT   

(吉隆坡16日讯)威城(V.S. Industry Bhd)包揽一项价值8200万美元的合约,为其现有的重点客户生产新款咖啡机。

这家电子制造服务供应公司今日向大马交易所报备,这项合约为期3年。

这是威城第一个完整的原始设计生产(ODM)咖啡机,而其客户也授于威城独家生产权,在首18个月负责生产这批咖啡机。

根据这项协议,威城将负责设计和生产这款新咖啡机,而该名客户则承诺在未来3年购买一定最低数量的咖啡机,共计8200万令吉。

该集团预计,将在2017年1月开始大量生产新咖啡机,这项合约料在2016财政年(截至2017年7月31日)为集团带来进账。

威城董事经理拿督颜森炎表示,获颁这项合约象征着集团的一个重要里程碑。

“客户交由我们全权负责,并为他们设计一款咖啡机,这也意味着他们对威城的能力与品质水平深具信心。”

他透露,这名客户是一家来自北美洲的知名个人饮料系统品牌公司,每年营业额达数十亿美元。

他还指出,威城正逐渐提升价值链,并往原始设计生产商的方向迈进,而不是仅仅作为原始设备制造商(OEM)。

“这有助于加强我们与客户之间的联系。事实上,我们的精干研发团队正在为我们的客户进行设计、原型和测试工作。”

闭市时,威城跌1仙或0.69%,以1.43令吉挂收,全日一共有402万股易手,市值达16亿7000万令吉。



(编译:倪嫣鴽)

点评

谢谢分享。。。  发表于 2016-8-16 21:57

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发表于 2016-8-16 23:27 | 显示全部楼层
明天会是好天

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good good  发表于 2016-8-17 08:14
希望如你的名字一般!  发表于 2016-8-17 07:26
天气预报,今天是晴天  发表于 2016-8-17 02:30
来自安卓手机客户端

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发表于 2016-8-17 06:58 | 显示全部楼层
威城獲3.3億供應咖啡機合約

(吉隆坡16日訊)威城(VS,6963,主要板工業)獲得主要客戶頒發總值8200萬美元(約3.3億令吉)製造合約,以供應新款咖啡機。

該公司向馬證交所報備,有關客戶將在未來3年內至少有8200萬美元(約3.3億令吉)訂單,估計會在2017年1月開始大量生產新款咖啡機,並貢獻截至7月底2017財年盈利。


值得關注的是,這是威城為客戶訂製的首款全面原設計制造(ODM)咖啡機,並給予公司長達18個月的獨家製造權。

威城董事經理拿督顏森炎說:“這對我們而言是顯著的里程碑,我們的客戶是南美洲知名個人飲料系統公司,年收入有數十億美元。該公司讓我們全面設計咖啡機,顯示對我們的能力和素質具有信心。”
http://www.chinapress.com.my/20160816/%E5%A8%81%E5%9F%8E%E7%8D%B23-3%E5%84%84%E4%BE%9B%E6%87%89%E5%92%96%E5%95%A1%E6%A9%9F%E5%90%88%E7%B4%84/
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发表于 2016-8-17 07:08 | 显示全部楼层
V.S. Industry bags US$82m coffee brewer manufacturing contract
By Gho Chee Yuan / theedgemarkets.com   | August 16, 2016 : 5:47 PM MYT   
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KUALA LUMPUR (Aug 16): V.S. Industry Bhd has secured a US$82 million contract for the manufacturing of new model of coffee brewer from one of its existing key customers.
In a filing with Bursa Malaysia today, the electronics manufacturing services provider said the contract is for a period of three years.
This is the first full own brand manufacturing (ODM) model of coffee brewer by V.S. Industry for the customer, and the customer has granted exclusive manufacturing rights to the group for the first 18 months.
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Under the deal, V.S. Industry will design and manufacture the new model of coffee brewer, while the customer undertakes to purchase a certain minimum quantity over that next three years, amounting to US$82 million.
The group expects to begin mass production of the new coffee brewer in January 2017 and the contribution should kick in, starting current financial year ending July 31, 2017 (FY16).
V.S. Industry managing director Datuk Gan Sem Yam said this is a significant milestone for the group. "To have us fully design a coffee brewer for them, demonstrates the level of confidence and trust they have in our capability and quality."
Gan said the client is a well-known brand of personal beverage system company in North America, with annual turnover of a few billion U.S. dollars.
He also shared that V.S. Industry is increasingly moving up the value chain to be the ODM producer, instead of just being an original equipment manufacturing (OEM) producer.
"This helps to forge a stronger bond with our customers. In fact, our highly capable research and development team now undertakes designing, prototyping and testing work for a number of our customers," he said.
Shares in V.S. Industry closed down one sen or 0.69% at RM1.43 today, with 4.02 million shares traded. It had a market value of RM1.67 billion.

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发表于 2016-8-17 09:58 | 显示全部楼层
威城獲3.3億供應咖啡機合約
140点阅   2016年8月16日
(吉隆坡16日訊)威城(VS,6963,主要板工業)獲得主要客戶頒發總值8200萬美元(約3.3億令吉)製造合約,以供應新款咖啡機。

該公司向馬證交所報備,有關客戶將在未來3年內至少有8200萬美元(約3.3億令吉)訂單,估計會在2017年1月開始大量生產新款咖啡機,並貢獻截至7月底2017財年盈利。



值得關注的是,這是威城為客戶訂製的首款全面原設計制造(ODM)咖啡機,並給予公司長達18個月的獨家製造權。

威城董事經理拿督顏森炎說:“這對我們而言是顯著的里程碑,我們的客戶是南美洲知名個人飲料系統公司,年收入有數十億美元。該公司讓我們全面設計咖啡機,顯示對我們的能力和素質具有信心。”http://www.chinapress.com.my/201 ... %E5%90%88%E7%B4%84/

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