kk chow's comment on MTAG - When will be Q1 report out? Is it this week?

Fan Hao

b4 end of month 30th lo

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Mie Zar

ATAIMS contribute how many % on MTAG sales?

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Lewis Liew

out oleidi...................

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Darren Khor

ATAIMS contributing 60% of MTAG revenue

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Mark Siow

Darren Khor may i know where you get the data?

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Darren Khor

MTAG Annual Report. 52% from Jabco Filter & 8% from ATA Industrial (both belong to ATAIMS)

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Darren Khor

better run before the big guys start selling off like ATAIMS. future revenue will greatly affected

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Lewis Liew

Approximately 80% of MTAG’s revenue is contributed by electronics manufacturing services companies, namely ATA IMS Bhd, VS Industry Bhd and SKP Resources Bhd, which serve an indirect key customer.

2 Like · 4 years · translate

Lewis Liew

vs & skp share price up today & they are customer of mtag too

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Darren Khor

VS + SKP contribute not more than 10% of total revenue.

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Kwang Lee Ong

I just checked the annual report, but could not find ATAIM as their customer. Where this info can be found?

1 Like · 4 years · translate

Darren Khor

you are not checking the Annual Report. you are checking the Unaudited Quarter Report in KLSE screener my friend

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Darren Khor

dumping begin....

2 Like · 4 years · translate

Kwang Lee Ong

Darren Khor, I downloaded from Malaysia Stock.biz website, where did u got it my friend?

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Lewis Liew

https://klse.i3investor.com/servlets/ptres/52390.jsp

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Vinz O

No need panic mah
Will be back shortly

1 Like · 4 years · translate

Lewis Liew

mtag & Dyson in good relationship. hope Dyson can give ataims order to vs & skpres, if Dyson do that there will not much impact to mtag

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Radzie Abd Rahman

nice n cool.

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James Lee

Cut lose or ave down??? How

2 Like · 4 years · translate

Darren Khor

if 60% sales gone you guess how much MTAG worth? unless they can fill up the gap from VS and SKP

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Mie Zar

based on 2019..71% sales were from 5 major customers..with ATA alone contribute almost 62%..this is really material and will greatly effect the upcoming QR

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Meng soon Chong

Darren Khor can you go back to your serba dinamik post and reply? We are waiting for your return. 500k unit at 0.765 price

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Lewis Liew

u going to buy how many units?

1 Like · 4 years · translate

wai shun liew

MTAG obviously is appointed supplier of Dyson. In other words, those manufacturers get Dyson orders have to get the parts from them.
I believe it won't affect much as long as Dyson diverted the orders to manufacturer in Malaysia.

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Lewis Liew

mtag & Dyson good in relationship

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Darren Khor

MTAG is indirect supplier of DYSON la... they need to go through ATAIMS, VS or SKP...the big drop of share price today already tell the actual scenario.... ATAIMS down = MTAG down.

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Darren Khor

there is no direct business transaction between MTAG and DYSON.

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Lewis Liew

if compare QR between ataims & mtag, seems like mtag not affected much by ataims

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Darren Khor

moral of the story. never depends on one single client contribute more than 50% of your company revenue.

2 Like · 4 years · translate

Catnicorn

is time to collect, actually product demand remain strong, just take more order from another company, short term effect only, stock price over reaction

1 Like · 4 years · translate

Investman

think carefully before buy in, the effect not clear yet, if really ataim is 60percent plus revenue of mtag, than the price will be drop significantly.this share lucky is boss hold 66percent share, if not now been drop to 40sen already.

4 Like · 4 years · translate