Huat huat 2020

Huat2020 | Joined since 2012-11-01

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2021-06-22 15:44 | Report Abuse

Really red soon ... Hopeless company ... Sell on news everytime

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2021-06-22 15:36 | Report Abuse

Guys, stop cheering and spreading what good news to help these operator distribute please.
Why only keep going lower and lower ? What to cheer for good news. Just to distribute

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2021-06-22 15:35 |

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2021-06-22 15:29 | Report Abuse

Really worry... keep drifting lower... Just now intra high of 0.855 then directly dump to 0.84... Now 0.845 is auto refillable really sell on news again .sad

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2021-06-22 15:26 |

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2021-06-22 11:44 | Report Abuse

I am just reflecting the decision I made.

Who can caused the meltdown amid all the good news ?

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2021-06-22 11:36 |

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2021-06-22 11:33 |

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2021-06-22 11:23 | Report Abuse

Hard core believer like me keep trusting the management, but since like they just want to trap us ... very bad... buy and sell everything after the news... worse ever... no faith anymore... keep dropping non stop... looking other tech companies and see DNEX worse ever...

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2021-06-22 11:20 |

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2021-06-22 10:21 |

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2021-06-22 10:05 |

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2021-06-22 09:55 | Report Abuse

sad... cant even move up 1 sen hahahahaha... close red nanti

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2021-06-18 22:19 |

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2021-06-18 22:19 |

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2021-06-18 21:56 | Report Abuse

SilTerra Teams Up with Ecosystem Partners in Webinar : Emerging PMUT Applications and Manufacturing Solutions

SilTerra, in collaboration with its partner, Microtech Ventures, a venture capital, investor and M&A advisor on sensors, MEMS, and microtechnology companies, recently hosted a webinar on Emerging PMUT Applications  and Manufacturing Solutions. Teaming up with PMUT ecosystem industry players and technology partners including SoftMEMS, Onscale, Polytec and Carsem, this webinar was aimed providing a full-fledged commercialization perspective of PMUT-based solutions from a value chain aspect, covering market outlook, design, modeling and fabrication to packaging solutions for ultrasonic technologies. With this Digital Foundry lineup, any team utilizing SilTerra’s PMUT technology will have an accelerated time to market for their products compared to those utilizing the traditional wafer-based development approach.
The webinar was well-received with over 300 MEMS experts, technologists and enthusiasts from 158 organizations in 26 countries participating in this event. 
A replay of the webinar is available below :

https://www.silterra.com/news-and-events/news-and-events/events/item/silterra-teams-up-with-ecosystem-partners-in-webinar-emerging-pmut-applications-and-manufacturing-solutions

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2021-06-18 20:15 |

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2021-06-18 20:12 |

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2021-06-18 20:11 | Report Abuse

英特尔CEO:半导体产业将现10年荣景
更新: 2021年06月17日 9:06 PM


【大纪元2021年06月17日讯】(大纪元记者侯骏霖台湾台北报导)全球现阶段晶片短缺情形仍未减缓,但英特尔(Intel)执行长季辛格(Pat Gelsinger)16日表示,预计半导体产业将迎接“10年荣景”,即便眼下的晶片荒缓解,英特尔花大手笔所扩增的晶片产能,仍符合市场需求

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2021-06-18 20:09 | Report Abuse

驚呆!香港上演「晶片大劫案」:500萬晶片運輸途中被打劫!可以拍電影了
2021-06-18

中國基金報記者 吳羽

全球缺芯,連劫匪都開始搶晶片了!

最新報導 ,光天化日之下,香港有劫匪搶劫晶片。據悉,價值近500萬港元。

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2021-06-18 17:08 |

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2021-06-18 15:54 | Report Abuse

连 VIS 也大涨了, 全部科技股都涨飞天,All 科技股峰涌捲起, 加油 D 神

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2021-06-18 12:48 | Report Abuse

既然ping 收购 已成定局。。我们来分析一些,如果有错,请改正。谢谢。
之前,迪耐只持有ping 30%, 所以所有的盈利要等ping 给分红,才可以纳入账面。 现在再收购了ping 60% {total 90%}, 所以ping也成了子公司,下个季报的销售与盈利,将会直接进迪耐的季报里。
现在我们来算算 ping 的盈利:1。 老板说 cap 从 一天 3000 barrel 起到 4500 barrel.
2. Cost 在 usd15~20 左右。
3。 一季60工作 天。
4。 就以 一桶 usd 65 来 估计。
这样算一下, 90% 的ping Petroleum 一季可以 贡献 > RM40M 的盈利。。一年就有 160m...

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2021-06-18 12:23 |

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2021-06-18 12:18 | Report Abuse

Surprisingly all tech fly, QES 0.88 and dnex still red hahahaha

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2021-06-18 12:06 | Report Abuse

All big cap tech flying today... even D&O 5.03, MI 3.6, greatech, uwc ... all big cap fly... Fund only buy when high... they won't buy when low

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2021-06-18 12:03 | Report Abuse

The resolution was approved , the next will be Silterra

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2021-06-18 08:09 | Report Abuse

Yeah , next Wed is Silterra

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2021-06-18 07:30 |

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2021-06-18 07:29 |

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2021-06-17 21:26 | Report Abuse

Gold drop ,US 10 Y drop , Dollar rise good for tech export , DJIA rebound , Oil USD 73.40 ... Tomorrow gogogo again

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2021-06-17 14:09 |

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2021-06-17 13:33 |

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2021-06-17 13:32 |

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2021-06-15 07:37 |

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2021-06-15 07:37 | Report Abuse

Guys, just ask yourself what you want to achieve in investment ?
1) Steady Income (Then can invest in super blue chips like Maybank , Nestle etc )
2) Explosive Capital Grow ( From 100K to 1mil , then you will need find high explosive growth stock like Dnex ; it is similar like buying Topglove, Supermax at 1.00- 2.00, where crowds only buy in after seeing the Financial statement supported by Covid- 19 ) Most retailers only went in around RM 25 and end up losing badly

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2021-06-15 07:37 |

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2021-06-14 13:24 |

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2021-06-14 13:24 |

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2021-06-14 13:07 | Report Abuse

Great things take time, Rome is not built in one day. It takes time for the value to reflect and works to turnaround Silterra.
Today is the new milestone of marking entry of Hon Hai and Foxcoon. Cheer all dnexian

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2021-06-14 10:39 | Report Abuse

Oil break USS 73 , long 9e , hoot 9e

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2021-06-13 22:05 | Report Abuse

This Ucrest... talk can , 1000x MOU, which one can deliver ? Come on lah wake up !!!!

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2021-06-13 22:04 |

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2021-06-13 17:56 | Report Abuse

Dnex 深入跟进

鸿海集团宣布以1.08亿入手Dnex5.03%的股权,成为公司主要股东之一,这则消息让Dnex再次回到市场的瞩目。透过这次的入资,鸿海符合3+3领域的投资策略,扩展东南亚的业务发展,其中之一就是晶圆生产。大家都知道Dnex在去年的时候与合作伙伴北京盛世共同竞标Silterra收购,并在今年2月初成功获标,而Dnex将会以60%的股权入资,40%则是北京盛世的。而鸿海集团,便是当时落选的其中一个竞标者

那这次的入资代表着什么?用意很简单,那就是看中了Silterra的潜力。讲明白一点,就是用另一种方式间接获得Silterra的业务发展权。Silterra之能够这么吃香,首先这家“前国营”晶圆代产商是大马仅有的一家,截至2019年的数据,Silterra一年能够生产46000片的8英寸晶圆,同时也是全世界排行第16的代产商,主要客户群有Google/Amazon/LG等。说到晶圆,台积电就是最佳的代表之一,也是目前科技水平最高的其中一家晶圆生产商,可以量产12英寸的晶圆以外,日前也正着手开发更大英寸的晶圆。就在大家都争着开发更先进晶圆的时候,为何8英寸的晶圆体能够那么吃香?

这就有关半导体芯片供需的关系。在疫情爆发初期,全球生产链大幅度受到影响而被迫延迟交付手上的订单,有些甚至减产以支撑公司营运,这就是供不应求的开端。其二是贸易战的影响,由于5G需要更多晶圆,中国知名企业首先采取了大量采购的模式,导致市场供应不平衡,现有的代产商也无法在短时间内扩充生产线(日前就有台积电的例子),因此供需问题日益严重。其三是复苏,先进国家的疫苗播种进度超出预期,随着更多的经济领域开放,所需的原料也会随之增加,芯片就是其中一块,再加上电子产品的需求因为疫情的作息改变而大幅度走高,导致供应出现“偏轨”,知名汽车制造商与智能电子商都出现相同问题而被迫暂缓生产。最后是效益,开发新一代的晶圆需要极高的技术水平,为了避免被淘汰,越来越多厂商投入开发12寸以上的晶圆,导致8寸晶圆的生产线大幅度减少。截至2018年,全球只剩下不到100家的8英寸代产商

随着5G的到来,更多设备需要8英寸晶圆,汽车就是第一个被冲击的产品。因此,日前已传出市场上一片8英寸的晶圆售价已走高到 $1000。所以,Silterra自然成为了其中的一块宝藏。回到Dnex,这次的收购刚好处在全球最需要晶圆的时候,这股趋势必然是公司日后的利器。有北京盛世、鸿海集团的帮助下,未来的客户群将会逐步扩大。Dnex在8/6也宣布将以现金的方式支付60%的股份,我在直播的时候已经有提到,这些资金都是来自近期的私下配售(30%)、Warrant转换以及股东的入资,基本上公司已经解决了收购所需的资金,接下来就看Dnex管理层能否解决Silterra的债务,以及能否在大环境的帮助下转亏为盈,这都需要一定的时间去观察

透过以上的分析,希望能够让你对这次的收购案有更深入的了解。新闻只是一个层面,更重要的是后续的发展,入场之前必须确保自己对公司有一定的了解,共勉

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2021-06-13 15:34 | Report Abuse

It will certainly shoot up to 1.00 soon , PING acquisition will be completed this coming week and Silterra for next week.

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2021-06-13 14:33 |

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2021-06-13 14:25 |

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2021-06-13 13:07 | Report Abuse

Thank you all bros and sis. Huat