All Comments on UNISEM Reload

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Derek Hum
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完了,完了完了什么分析师都玩完什么软件都没有。独立到现在这轮的股市是最惨的你无药可救完全都没人买怎么来上?
Hong Chew Eu
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Unisem: Positioned for a Rebound?

Over the past six years, Unisem (M) Berhad has evolved from a cost-focused OSAT player into a technology-driven, sustainability-aligned enterprise.

This transformation involved embedding ESG principles and digitalisation into its operations, expanding its role to a collaborative innovation partner, and investing in modern, environmentally sustainable facilities.

Despite this strategic shift, there was no sustained uptrend in profits from continuing operations. While profit after tax in 2022 was approximately three times higher than in 2019, by 2024 it had declined to a level below that of 2019.

Operationally, there was little improvement in profit margins over the six-year period, although the Selling, General and Administrative margin remained stable. As a result, ROE declined at 12 % per year compounded over the period.

According to the company, this performance stems primarily from cyclical demand weakness, underutilised capacity, and cost escalations. These challenges have masked the operational improvements and technology investments the company has made.

However, its capacity investments, customer alignment, and cost control suggest it is well-positioned to rebound once demand normalizes.

To track Unisem’s recovery, investors should watch for rising semiconductor demand and improved plant utilisation. Margin and ROE improvement would signal better cost absorption and capital efficiency. New customer wins and progress on technology and ESG goals would further support a sustainable rebound.
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Jason Teh
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wowwww really power !
Jason Teh
congratz who queue at there
Like · 1 month · translate
Jessie Ong
Congratz also to those who bought below 2
1 Like · 4 weeks · translate
USER_9999
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How come 2024 performance so so. But director fee get an increment of 10%. OMG this kind of management
Jessie Ong
You didn't grill them at the agm yesterday?
Like · 1 month · translate
Clement Teh
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(吉隆坡28日讯)虽然全球目前有不少不利因素,但友尼森(UNISEM,5005,主板科技股)仍谨慎乐观地看待前景,并预计新生产线将带来额外贡献。

友尼森今天召开年度股东大会,一名小股东对《东方财经》表示,董事局在大会上提及全球局势及公司近况。
Clement Teh
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米勒指出,根据贸易数据,美国每年进口约300亿美元(约1320亿令吉)芯片,主要来自东南亚。
USER_9999
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Completely lost the ability to compete, Drop margin to maintain orders. The management is in a mess and loss of direction . EPS continue terrible in coming quarter
USER_9999
FPE already to 100+. Looks scary
Like · 1 month · translate
Yong Hao
3 Like · Reply
看起来要突破了哦。。。。加油 Ai
Yong Hao
来了。。。最被低谷的。。。。。
Like · 11 months · translate
Jessie Ong
难道没设置停损点?
Like · 1 month · translate
Luck Lee
3 Like · Reply
This is like top glove case in few years back, chairman keep on buying but the share price keep on dropping.
Yuan Chew
Then it will rise like Topglove afterward
Like · 4 months · translate
Tiong Simon
1 Like · Reply
一淌死水 全部都起就你不起
Luck Lee
马来西亚科技股不能玩了。
Like · 6 months · translate