|Market Cap (RM mil)||1,349||1,260||1,458|
|Total shares (mil)||210||674||281|
|Est FY14 PATAMI (mil)||50||50||70|
|Est FY14 EPS (sen)||23.8||7.4||24.9|
|Latest Share Price (RM)||6.43||1.87||5.19|
|YTD Rise (%)||102||87||64|
|PE Ratio FY14||27.0||25.3||20.8|
|Last FY Dividend (sen)||15||2||18|
Friday, 15 August 2014
At the afternoon break of today, share prices of Gtronic & Unisem broke out from its resistance while MPI is also aiming to do so by testing it.
All these 3 companies are semiconductors companies which are picked to excel from overall semiconductors market recovery in the US & Europe.
Both Unisem & MPI are big players who took a massive blow from recent economy slowdown in the western countries, in which their earnings plunged substantially into loss for the past 1-2 years.
Currently they are making a comeback by posting a series of encouraging quarterly results so far. I believe that their results will improve further but the exact figures are hard to predict.
Here is a brief comparison among these 3 companies.
Est = Estimated
The estimated figures for FY14 PATAMI is done by myself, which may not be accurate. Perhaps MPI & Unisem can do better than this as their historical earning level are much higher at more than RM100mil a year.
All three has almost similar market cap and exciting future ahead. Projected PE ratio are all above 20 times.
Year-To-Date, MPI's share price has gone up the most at 102%, followed by Unisem (87%) and Gtronic (64%).
All of them have decent cash flow and balance sheet too, though I think Gtronic is far better than the other two.
Anyway, no one knows whether the share price will head north, south or east after today. There might be lots of traders involved.
Since my shareholding of Gtronic is small, I'd rather hold and hope for exciting news ahead.