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楼主: dragonet

[公司专区] 6963 VS 威城

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x 133
发表于 2016-9-22 22:08 | 显示全部楼层
Seeing Machines shares jump as its driver monitoring technology takes giant leap forward

10:16 22 Sep 2016

FOVIO is the new chip developed by Seeing Machines, which distils down all its driver monitoring technology. That’s 15 years work and experience.
Seeing Machines shares jump as its driver monitoring technology takes giant leap forward
Cars can park themselves. What will they do next?
FOVIO. Remember the name, because it could become an integral to the next-generation of cars, which are becoming semi-autonomous.

FOVIO is the new chip developed by Seeing Machines Ltd (LON:SEE), which distils down all its driver monitoring technology to one tiny product. That’s 15 years of hard work and experience.

Followers of the AIM-listed, Australia-based group will know its current software and kit are able to track head and eye movements to monitor how alert the driver is and whether he or she is actually looking at the road.

It has a product used by the mining sector in giant dump trucks to keep tabs in-cab.

IN-DEPTH: All you ever wanted to know about the company
WATCH: Seeing Machines on the Guardian Sea deal
The automotive industry, which has taught cars to park themselves, is interested taking that several steps forward with vehicles that drive themselves – at least part of the time.

The first iteration of the company’s technology is to be incorporated in vehicles rolling off the production line next year. FOVIO could be embedded as early as 2018.

The decision to create an automotive-grade chip will reduce substantially the overall cost and time to market of its driver monitoring system (DMS) and thus allow mass-market uptake, said Seeing Machines.

"I am delighted to announce the introduction of our FOVIO DMS chip which, as a world first, further cements Seeing Machines' position as global leader in the driver monitoring industry,” said chief executive Ken Kroeger.

“The FOVIO chip will reduce greatly the cost of DMS deployment, helping to accelerate not just our growth but mass market uptake of DMS technology in general.

“This product will become the key offering of our new stand-alone automotive business that is currently being structured and staffed."

Separately funded automotive business
Seeing Machines is currently in the process of creating and separately funded company solely focused on commercialising automotive technology. The company will retain a “significant” equity stake in the new business.

The firm and its advisors are working with the lead investor and other potential backers to finalise the investment round.

Shares were up 28% to 4.63p.

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发表于 2016-9-22 22:41 | 显示全部楼层
snowman1621 发表于 2016-9-22 22:08
Seeing Machines shares jump as its driver monitoring technology takes giant leap forward

10:16 22 ...

thanks

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发表于 2016-9-24 23:33 | 显示全部楼层
Seeing Machines Limited (LON:SEE) up 25% to 5.61p. Shares still soaring after driverless car update yesterday and new that first iteration of the company’s technology is to be incorporated in vehicles in 2018.

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发表于 2016-9-28 19:11 | 显示全部楼层

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发表于 2016-9-28 19:29 | 显示全部楼层
One-off impairment losses.
The impairments were related to i) provision for deposits paid for the thenproposed acquisition of 20%-stake in a solar power plant in the Inner Mongolia Autonomous Region, and ii) its 12.1% investment in London-listed Seeing Machines Limited (“SML”) based on the latter’s closing share price of GBP0.0413 on 31 July 2016 against the acquisition price of GBP0.052 in March 2016. Note that the share price of SML has since risen to GBP0.056 as at 27 September 2016.

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发表于 2016-9-28 19:47 | 显示全部楼层
原來買入鑽石能量水的股權,就是因為………
来自苹果手机客户端

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发表于 2016-9-28 22:18 | 显示全部楼层
这个季度盈利严重下降?
China segment
China segment recorded higher loss for the current and cumulative quarter mainly due to
impairment loss of RM21.8 million on deposit paid for proposed acquisition of a 20%
stake in a solar power project.
中国累积的季度亏损较高,主要是由于
存款的RM21.8亿减值损失支付拟收购的20%
股份在太阳能发电项目。

这个季度有外汇亏损,投资英国see资出,目前股价从3.6涨到5.5了!
但没有提到投资鑽石能量水的股權的资出,那应该落在下一季度。

营业并无下降,整体盈利都应该算保持,但是没有去年外汇大赚,明天市场如何评价?
若大跌到一个低点,就是一个再投资的机会了。

点评

22 millions乘以43.7%,应该是9.8 millions,不懂为何跟九月初的announcement有出入,可能这个业绩报告算错了,VS Industry亏损应该是9.8 millions,而不是22 millions  发表于 2016-9-29 06:15
中国的太阳能投资项目,VSIG亏损了22 millions,不过十一月三十日前可以取回款项,外加5 percents interest rate per annum。可是22 millions乘以43.7%,应该是9.8 millions,不懂为何跟九月初的announcement有出...  发表于 2016-9-29 06:12
投资在seeing machine,支出了40 millions,根据七月三十一日的股价,那时投资亏损7 millions plus,不过现在是纸上盈利了。  发表于 2016-9-29 06:06
投资在seeing machine,支出了40 millions,根据七月三十一日的股价,那时投资亏损7 millions plus,不过现在是纸上盈利了。  发表于 2016-9-29 06:06
投资在seeing machine,支出了40 millions,根据七月三十一日的股价,那时投资亏损7 millions plus,不过现在是纸上盈利了。  发表于 2016-9-29 06:05
要多便宜有多便宜  发表于 2016-9-28 23:50
明天很多人想捡便易货。。 +1  发表于 2016-9-28 23:22
明天很多人想捡便易货。。  发表于 2016-9-28 23:14

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发表于 2016-9-29 06:18 | 显示全部楼层
本帖最后由 snowman1621 于 2016-9-29 06:27 编辑

投资在seeing machine,支出了40 millions。根据七月三十一日的股价,那时投资亏损7 millions plus。根据最新的股价,现在是赚着钱。

中国的太阳能投资项目,VSIG亏损了22 millions,不过十一月三十日前可以取回款项,外加5 percents interest rate per annum。

VS Industry拥有VSIG 43.7%股权。22 millions乘以43.7%,应该是9.8 millions,不懂为何跟九月初的announcement有出入。可能这个业绩报告算错了,VS Industry亏损应该是9.8 millions,而不是22 millions 。

结论:VS Industry还没遭遇任何亏损,除非十一月尾无法取回款项,到时就需要向对方采取行动。

点评

最近拼命出坏消息,要把股价做下去 +1  发表于 2016-9-29 07:31
最近拼命出坏消息,要把股价做下去  发表于 2016-9-29 07:29

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发表于 2016-9-29 12:15 | 显示全部楼层
本帖最后由 james83 于 2016-9-29 12:18 编辑
snowman1621 发表于 2016-9-29 06:18
投资在seeing machine,支出了40 millions。根据七月三十一日的股价,那时投资亏损7 millions plus。根据最 ...


虽然VS只拥有VSIG的43.92% 股份, 可是实际上它拥有VSIG的控制权, 所以账目上全数会纳入VS的帐里头。。

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x 45353
发表于 2016-9-29 15:51 | 显示全部楼层
Interim Dividend                                               
V.S. INDUSTRY BERHAD
               
               
EX-date12 Oct 2016
Entitlement date14 Oct 2016
Entitlement time05:00 PM
Entitlement subjectInterim Dividend
Entitlement descriptionFourth interim single tier dividend of 0.8 sen per share
Period of interest                                        payment                                           to                                  
Financial Year End31 Jul 2016
Share transfer book                                        & register of members will be                                        14 Oct 2016   to    closed from (both dates inclusive) for the purpose of determining the entitlement                               
Registrar or Service Provider name, address, telephone no                                        TRICOR INVESTOR & ISSUING HOUSE SERVICES SDN BHDUnit 32-01, Level 32, Tower A,Vertical Business Suite, Avenue 3, Bangsar South,No. 8, Jalan Kerinchi59200Kuala LumpurTel:0327839299Fax:0327839222                               
Payment date28 Oct 2016
a.Securities                                        transferred into the Depositor's Securities Account before 4:00 pm                                        in respect of transfers14 Oct 2016
b.Securities deposited                                        into the Depositor's Securities Account before 12:30 pm in respect                                        of securities exempted from mandatory deposit
c.                                        Securities bought on the Exchange on a cum entitlement basis                                        according to the Rules of the Exchange.
Number of new                                        shares/securities issued (units) (If applicable)
Entitlement indicatorCurrency
                                                Currency                                                                                        Malaysian Ringgit (MYR)                                       
                                                Entitlement in Currency                                                                                        0.008                                       
                                        Par Value                                                                        Malaysian Ringgit (MYR) 0.200                               
               
               
               
                                                        Announcement Info                       
Company Name                                                         V.S. INDUSTRY BERHAD                                       
Stock Name VS
Date Announced28 Sep 2016
CategoryEntitlement(Notice of Book Closure)
Reference NumberENT-28092016-00004
                         


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发表于 2016-9-29 15:52 | 显示全部楼层
OTHERS V.S. INDUSTRY BERHADPROPOSED FINAL SINGLE TIER DIVIDEND                                                                       
V.S. INDUSTRY BERHAD
                        
                                        
TypeAnnouncement
SubjectOTHERS
                                
DescriptionV.S. INDUSTRY BERHADPROPOSED FINAL SINGLE TIER DIVIDEND
                                                                                                                        The Board is pleased to announce the proposed final single tier dividend of 0.8 sen for the financial year ended 31 July 2016. The said proposed dividend is subject to the shareholders' approval at the forthcoming Annual General Meeting. The details of the book closure date and payment date will be announced at a later date.
                                            
                                       
                                    
                                
                        
                        
                                                                        
                        
                                                                Announcement Info                                       
Company Name                                                                         V.S. INDUSTRY BERHAD                                                       
Stock Name VS
Date Announced28 Sep 2016
CategoryGeneral Announcement for PLC
Reference NumberGA1-28092016-00083
                                         


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发表于 2016-9-29 16:29 | 显示全部楼层
            

              6963                 VS                 V.S INDUSTRY BHD            
              Quarterly rpt on consolidated results for the financial period ended 31/07/2016            
              
Quarter:4th Quarter
Financial Year End:31/07/2016
Report Status:Unaudited
Submitted By:

Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
31/07/201631/07/201531/07/201631/07/2015
RM '000RM '000RM '000RM '000
1Revenue554,204506,8432,175,6261,936,885
2Profit/Loss Before Tax8,85757,073141,866159,686
3Profit/Loss After Tax and Minority Interest10,94452,703117,928132,739
4Net Profit/Loss For The Period(321)50,189104,238125,465
5Basic Earnings/Loss Per Shares (sen)0.944.7910.1512.88
6Dividend Per Share (sen)0.802.404.704.80
As At End of Current QuarterAs At Preceding Financial Year End
7Net Assets Per Share (RM) 0.75000.6800


Remarks:
                  You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com               
            
              
28/09/2016   05:27 PM            
              

Ref Code: 201609283100230            

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发表于 2016-9-29 19:53 | 显示全部楼层

新闻
减值损失拖低威鋮末季净利79%
By Gho Chee Yuan  / theedgemarkets.com   | September 28, 2016 : 8:28 PM MYT   

(吉隆坡28日讯)威鋮集团(V.S Industry Bhd)末季净利暴跌79.2%至1094万令吉,或每股0.94仙,同期净赚5270万令吉或每股4.79仙。

该集团表示,末季净利暴跌主要归咎于其他投资的减值损失(762万令吉),以及支付2177万令吉的定金,用以收购内蒙古自治区一家太阳能发电厂的20%股权。

威鋮2016财政年末季(截至今年7月31日止)营业额按年下跌9.3%至5亿5420万令吉,同期录得5亿684万令吉。

同时,该集团献议,派发每股0.8仙的终期股息。

纵观2016财年的业绩表现,威鋮净利跌11.2%至1亿1793万令吉,或每股10.15仙,同期则净赚1亿3274万令吉或每股12.88仙,归因于一次性减值损失。

全年营业额共计21亿8000万令吉,同期报19亿4000万令吉,涨幅为12.4%,因大部分主要客户的销售订单增加所致。

威鋮表示,这三个市场均录得较高的营业额增长,其中大马为12.1%、印尼(47.3%),以及中国(7.5%)。

“大马依然为我们贡献最多营业额,占集团营业额的69%,其次为中国(26%),以及印尼(5%)。”

威鋮董事经理拿督颜森炎表示,与2015财年相比,集团2016财年接获更多订单,由此也显示其客户也因他们的产品而销路畅旺。

“鉴于我们的客户维持他们的销售增长,而作为原始设备制造商(OEM)及原始设计制造商(ODM)的我们肯定也从订单流增加中受益。”

展望未来,颜森炎乐观看好该集团的前景。

“在这一年里,我们已成功接获一些大订单,如价值8200万美元的合约,负责生产全由我们设计的新咖啡机。”

他补充,威鋮也攫获一项生产滤水相关产品的订单,订单价值为每年最少1亿令吉。

“我们也包揽一项生产新款空气净化机的合约,这也是一项ODM产品。这些合约将从2017财年开始为集团的盈利带来进账。”

威鋮今日平盘报于1.34令吉,市值达15亿7000万令吉。



(编译:倪嫣鴽)

点评

谢谢分享  发表于 2016-9-30 10:03

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发表于 2016-10-19 09:22 | 显示全部楼层
一步一步往上爬来到了这个价位,不知走势如何?有大大可以看图透露下玄机吗?

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发表于 2016-10-20 08:48 | 显示全部楼层
Additional Listing Announcement
V.S. INDUSTRY BERHAD

1. Details of Corporate Proposal
Involve issuance of new type/class of securities ?        No
Types of corporate proposal        ESOS
Details of corporate proposal        EMPLOYEES' SHARE OPTION SCHEME
No. of shares issued under this corporate proposal        125,000
Issue price per share ($$)        Malaysian Ringgit (MYR)   0.7000
Par Value ($$)        Malaysian Ringgit (MYR)   0.200
Latest issued and paid up share capital after the above corporate proposal in the following
Units        1,176,836,330
Currency        Malaysian Ringgit (MYR) 235,367,266.000
Listing Date        20 Oct 2016


Announcement Info
Company Name        V.S. INDUSTRY BERHAD
Stock Name        VS
Date Announced        19 Oct 2016
Category        Additional Listing Announcement
Reference Number        ALA-19102016-00001

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发表于 2016-10-20 09:34 | 显示全部楼层
散户下车。股价就上了。

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发表于 2016-10-25 13:25 | 显示全部楼层
大起大落....warrant 怎么搞得 haizzzz

点评

Warrant跌到很够力.>.<  发表于 2016-10-25 21:37
大大什么看法啊?  发表于 2016-10-25 15:07
有上有下才是股市  发表于 2016-10-25 13:26

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发表于 2016-10-25 15:07 | 显示全部楼层
stlAmateur 发表于 2016-10-25 13:25
大起大落....warrant 怎么搞得 haizzzz

大大什么看法?

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发表于 2016-10-25 21:38 | 显示全部楼层
Warrant跌到很够力 >.<

点评

没发现大股东大大力在卖吗?  发表于 2016-10-26 11:06
连跌了那么多天,小心了。  发表于 2016-10-25 23:02

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发表于 2016-10-27 22:12 | 显示全部楼层
BRIEFING NOTE - V.S. Industry Bhd
Author: MalaccaSecurities   |   Publish date: Wed, 19 Oct 2016, 10:05 AM

Background – V.S. Industry Bhd was founded in 1982 and the group provides vertically integrated manufacturing services such as tooling, plastic injection, printed circuit boards (PCB) assembly and complete product assembly. Being the largest Electronic Manufacturing Services (EMS) provider in Malaysia and the 4th largest in ASEAN, the group’s clientele base extends all the way to Europe, Japan and USA with renowned clients like Dyson, Keurig Green Mountain, Zodiac and LG Innotek. About 69.0% of its FY16 revenue was attributed to local sales, while China and Indonesia made up the remaining 26.0% and 5.0% respectively.

Results Update – The group’s 4QFY16 net profit plunged 79.2% Y.o.Y to RM10.9 mln, from RM52.7 mln a year ago - mainly due to an impairment loss of RM21.8 mln on deposit paid for the acquisition of a 20.0% equity interest in a solar power project in China, as well as lower forex gains. Revenue, however, rose 9.3% Y.o.Y to RM554.2 mln vs. RM506.8 mln in 4QFY15. Meanwhile, V.S. Industry’s FY16 net profit fell 11.2% Y.o.Y to RM117.9 mln, from RM132.7 mln in the previous corresponding year despite a 12.3% Y.o.Y increase in revenue to RM2.18 bln, from RM1.94 bln. The weaker net profit was due to one-off impairments and much higher forex gains in FY15.

Future Plans – Expects higher contribution from Dyson on the back of rising box-built assembly orders. The group will also supply its first full Original Design Manufacturer (ODM) coffee brewer to Keurig (worth US$82.0 mln), exclusively for the first 18 months beginning January 2017. Following the acquisition of a 20.0% stake in NEP Holdings, the provider of “Diamond” filter systems, V.S. Industry has secured RM100.0 mln a year worth of orders for NEP’s China operations, as well as a profit guarantee of RM40.0 mln in FY17.

Investment Risks – Significant risks include weak consumer sentiment, which could lead to weaker demand from key clients, fluctuations in foreign currencies and higher minimum wages, resulting in increased cost.

Investment Highlights – According to Bloomberg consensus estimate, V.S. Industry is forecast to grow at a double-digit, three-year revenue and net profit CAGR of 19.7% and 16.6% to RM3.32 bln and RM210.7 mln respectively by FY18. The group’s PERs at 9.5x and 8.1x for FY17 and FY18 respectively is trading below its competitors PERs at 10.0x to 12.5x, implying potential upside, in our view. V.S. Industry maintains a minimum dividend policy payout ratio of 40.0% of net profit and has proposed a fourth interim single tier dividend of 0.8 sen per share, payable on 28th October, 2016. Net gearing has also been low for the past three years at 0.2x to 0.5x.

Source: M+ Online Research - 19 Oct 2016

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