Hi-P   

HI-P INTERNATIONAL LIMITED

jitterly due to lower profit warning. good luck.

 

very jialat... push to release holdings

 

Suddenly dropped?

 

Apple' s recent record earnings could have a positive impact on this counter earning.

XiaoMi is also having a robust sales and gaining market shares.Hi-P' s new Natong plant will improve cost structure and expand production capacity.

The stock is undervalued trading at 1.0x fwd P/B below its peers multiple of 1.2x forward P/B.

 

 

i-phone sales will drive up this counter. Many seems bullish on this.  Slowing moving up.

UOB also has a .88c TP.

Cheers

 

 

Getting high to its target. 

Octavia      ( Date: 25-Jan-2015 14:17) Posted: Phillip Sec has a $0.88 TP (23 Jan15)

 

Phillip Sec has a $0.88 TP (23 Jan15)

 

All forget about this liao ah?

 

Q3 revenue down by 32% but net profit increased by 243%. But what I like is the gross profit margin, it actually jumped from 6.5% to 9.4%. My personal take is that the industry is not doing that well, but I think the Xiaomi contract alone boosted  Hi-p bottom line by quite a fair bit.

 

Fed meeting over, Apple stock steady , supplers Hon Hai also steady up , next week performance will be exciting.

 

china demand.dropped....chips company decline a.lots on dow......after oil&gas counters decline...now.electronic &chip counters ......??

Qanghoo      ( Date: 12-Oct-2014 14:52) Posted: Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?

 

It' s a double top breakout with high volume, price can decline steeply.

Qanghoo      ( Date: 12-Oct-2014 14:52) Posted: Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?

 

Tumbled 10.5% in 2 days!  Friday especially bad.  Plunged 7.2%.  What' s the bad news anyone cld share?

 

Price has slid to 68.5 cents.

It' s become speculative, as noone can really pin a value to prospective earnings.  Therefore, we really do not know what value to ascribe to the share.

Not vested.

 

Good estimates.        Xiaomi phones are one of the cheap ones in the mkt, not sure if the estimate of 80 SGD dollar for a shell is right, looks on the high side.

There' s very little info save for CIMB analysts' reports that are wrong most of the time.      Hard to pin a value to the share.

furnaces      ( Date: 08-Sep-2014 14:44) Posted: Estimated cost of that Mi4 stainless steel part contracted to Hi-p and Foxconn is 400cny, or about $80sgd per phone. Estimated Mi4 delivery is about 1 million units in first 2 mths, followed by 1.5 million units per month. So estimated mi4 sales is about 16 million unit in first year. Total revenue generated is s$1.28b for Hi-p and foxconn. Assuming Hi-p holds only 30% split of the production with Foxconn holding the other 70%, then revenue addition to Hi-p is about s$384million. Gross margin I'm not very sure how much would it be. Note: my figures might be way way off, so just take it as a pinch of salt. Kyoto2008      ( Date: 08-Sep-2014 14:08) Posted: Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding. There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract. Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?

 

uptrend mode has been badly damaged. all the gains has disappeared. going to test 67.5 cents soon,breakidng down of 67.5 cents may revisit 63 cents
 

spore1      ( Date: 05-Sep-2014 21:03) Posted: It may still move up to test 78.5 cents spore1      ( Date: 30-Aug-2014 18:21) Posted: Anyone nibble on this counter? May still draw Gd buying int till iPhone 6 is out .

 

Estimated cost of that Mi4 stainless steel part contracted to Hi-p and Foxconn is 400cny, or about $80sgd per phone. Estimated Mi4 delivery is about 1 million units in first 2 mths, followed by 1.5 million units per month. So estimated mi4 sales is about 16 million unit in first year. Total revenue generated is s$1.28b for Hi-p and foxconn. Assuming Hi-p holds only 30% split of the production with Foxconn holding the other 70%, then revenue addition to Hi-p is about s$384million. Gross margin I'm not very sure how much would it be. Note: my figures might be way way off, so just take it as a pinch of salt.

Kyoto2008      ( Date: 08-Sep-2014 14:08) Posted: Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding. There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract. Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?

 

Hard to put a thumb on how much revenue it will generate from the Xiaomi contract, and there is that privacy issue that is still outstanding.

There is euphoria from the news initially, but price has shot up by a lot and there remains to be seen how much profitability will come about from the contract.

Not sure what it does for Xiaomi, is it the plastic part and how much margins would that generate?

 

Apple's announcement on 9th Sept. See what happens.

 

It may still move up to test 78.5 cents

spore1      ( Date: 30-Aug-2014 18:21) Posted: Anyone nibble on this counter? May still draw Gd buying int till iPhone 6 is out .