【VITROX 0097 交流专区】伟特机构

scsiang82

不用客气，举手之劳吧了。。。顺便也恭喜你吧。。。

Mr.Business

今天才发现原来Vitrox和SRM的office是很靠近的，哈。。。

我觉得Vitrox的老板说要把office卖给Reit的讲法，对我来说可能性不大。Vitrox的office的设计从外观来看是很独特，应该是照Vitrox的要求设计的。她不是generic的工厂或办公室设计，所以如果将来Vitrox不租，那Reit会找不到租户，因此我想Reit买她的可能性不大。

PS：个人想法。。。

invest_klse

可否请问。。。。
你的 Intrinsic Value 是如何计算的？

tan81

从一本书看来的。只是有参考价值而已。它是以ＥＰＳ于国库债卷的利率。我设在５％。

stereo

CASH IN HAND,2007的变到2005了

tan81

不明白。2005是 8Million， 2007 是20Million。

stereo

cash in hand 8,525,467不是在2006年的财报吗？？

天职

嗯，Vitrox和SRM非常近。
SRM子公司DPE也很近。

为什么此Vitrox之旅没带回任何有关DPE消息？

tan81

你了解DPE 吗？ 目前为止，没有任何DPE的资料。还在寻找任何DPE的员工。从Vitrox身上，不可能知道DPE。SRM也可能不会说，因为不想公开消息，影响Vitrox 和它的关系。
有谁知道DPE的，麻烦分享。
谢谢！

8years

我公司需要image capture device。不知道vitrox有没有supply,有人可以问一下吗？

以前我们用scanner来digitize 纸。现在世界已经用camera来capture纸的资料了，有人可以帮忙问vitrox有没有supply这种equipment吗?

tan81

jenn-weng.chu@vitrox.com
可以直接Email MD。 他应该会告诉你，要找谁。
或直接打电话，04-646 6227。
FAX：04-6466327
谢谢8年兄给生意我的公司做。

8years

感谢，email了

xzm

VITROX最新的大股东名单（31/12/2007)出了：

	Name of shareholders	No. of shares held	% of shareholding
1	Chu Jenn Weng	52,766,703	34.04
2	Siaw Kok Tong	37,878,643	24.44
3	Yeoh Shih Hoong	19,729,279	12.73
4	Teng Soo Fong	4,025,566	2.60
5	Sim Ah Yoong	4,009,533	2.59
6	Tan Booi Charn	3,991,200	2.57
7	DB (Malaysia) Nominee (Tempatan) Sendirian Berhad [Qualifier: Exempt AN for Kumpulan Sentiasa Cemerlang Sdn Bhd (TSTAC/CLNT)]	3,268,300	2.11
8	Tan Hong Soon	3,000,000	1.94
9	Citigroup Nominees (Asing) Sdn Bhd [Qualifier: CIPLC for Classics Fund Ltd]	2,021,100	1.30
10	Chang Mun Kee	1,666,666	1.08

这是之前的大股东名单（29/7/2007):

	Name of shareholders	No. of shares held	% of shareholding
1	Chu Jenn Weng	52,766,703	34.04
2	Siaw Kok Tong	38,178,643	24.63
3	Yeoh Shih Hoong	19,729,279	12.73
4	HSBC Nominees (Asing) Sdn Bhd Qualifier: TNTC for Government of Singapore Investment Corporation Pte Ltd	7,402,600	4.78
5	Tan Booi Charn	4,021,000	2.59
6	Sim Ah Yoong	3,184,733	2.05
7	Tan Hong Soon	3,000,000	1.94
8	Teng Soo Fong	2,916,666	1.88
9	Chang Mun Kee	1,666,666	1.08
10	Chua Siew Kim	1,357,166	0.88

请注意：Sim Ah Yoong就是SRM的老板。

东邪

0097

VITROX Research Report for the financial period ended 31 December 2007

VITROX CORPORATION BERHAD (“VITROX” or the “Company”) Research Report for the financial period ended 31 December 2007 Pursuant to Rule 9.23 of the Listing Requirements of Bursa Malaysia Securities Berhad ("Bursa Securities") for the MESDAQ Market, a Research Report for the financial period ended 31 December 2007 of the Company is attached herewith for the announcement to Bursa Securities. This announcement is dated 22 February 2008. 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 .

22/02/2008   05:37 PM

东邪

Announcement Details :

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/48256E5D00102DF4482573F700341D37/$File/Research%20Report%2031.12.07.pdf

tan81

Vitrox Secures 10-Year Contract Worth RM100 Million
(posted 12/15/2006)

PENANG, Dec 12 (Bernama) -- Vitrox Corporation Bhd, a leading automated vision inspection system manufacturer in Asia, has secured a 10-year exclusive supply contract worth RM100 million from SRM Integrated (M) Sdn Bhd, for the supply, installation and commissioning of vision inspection systems to the latter.

Vitrox managing director Chu Jenn Weng said the exclusive supply contract will further strengthen the existing working relationship to support SRM's anticipated rapid expansion and growth in becoming the world's solution provider of semiconductor's advanced test and inspection equipment.

‘‘This will help spur growth in local technological innovations, cost-reduction and import-substitution of similar solutions and products from overseas,’‘ he said at the signing of the contract and the official opening of Vitrox Innovation Centre at Bayan Lepas Free Industrial Zone by Chief Minister Tan Sri Dr Koh Tsu Koon, here Tuesday.

Vitrox were represented by Chu and its executive director, Siaw Kok Tong, while SRM by its executive chairman and chief executive officer, Sim Ah Yoong and its manufacturing manager, Chow Chin Show. It was witnessed by Koh and Vitrox'c chairman, Datuk Kelvin Kiew.

Vitrox has established itself as a leading system integrator and solutions provider of high-speed machine vision inspection systems, automated optical inspection and electronics communication systems, while SRM is one of the world's leading suppliers of semiconductor's advanced high speed multi-function handler.

Chu said the contract also signified an important milestone towards the establishment of further collaborations between small-and-medium enterprises (SMEs) in Penang.

On the RM1 million Vitrox Innovation Centre, he said the centre will boost Vitrox's production capacity by three-fold and move the company one-step closer towards achieving its primary vision of becoming the world's leading company in providing total machine vision solutions.

‘‘This is consistent with our rapid expansion plan into new product development of Automated Optical Inspection solutions and Electronics Communication Systems to service the printed circuit board (PCB), flexi-circuits, telecommunications, automotive, media storage, electronic manufacturing services (EMS), computing and automation markets,’‘ he added.

Vitrox, which employs over 80 engineers, operates in a RM13 million facility at the Bayan Lepas Free Industrial Zone.

[ 本帖最后由 tan81 于 23-2-2008 12:17 AM 编辑 ]

tan81

非常谢谢东邪兄的资料。已经查证了，SIM真的是SRM的老板。请看上文。
如果是这样，大家会怎么看SRM和Vitrox的生意来往呢？

会有改变吗？

tan81

原帖由 东邪 于 22-2-2008 06:31 PM 发表
Announcement Details :

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/48256E5D00102DF4482573F700341D37/$File/Research%20Report%2031.12.07.pdf

这一篇有问题。可以修一修吗？ 谢谢！
关于Granflo的收购announcemment ,可以帮我贴吗？ 谢谢。

tan81

看完了Vitrox的最新研究报告，实在让我感到兴奋，也许睡不着了。
重点在第4页和第5页。

8年兄，看来Vitrox 也许符合Fisher 所设的标准。

tan81

有一点，我不明白。查看了股权变动的记录，都没有SIM的资料。那个基金脱手，也没有记载。谁可以解释吗？
关于Married Deal，那又是什么意思呢？ 谢谢！