when I losses RM 8K in Dnex in Jan, I sold them off and turn all to Sunway. Now I earn RM 25K from Sunway less than 2 month. I come back and check Dnex, still the same price as when I sold Dnex. What should I say?

For prospective EV chip business, as I said earlier Apple now drop their EV project. As the main manufacturer for Apple devices, Foxconn's plan on EV manufacturing would be affected (as they knew their own brand doesn't have a chance against China and Tesla), which mean they might change their investment plan.
Back to Malaysia, Dnex is working with Foxconn to secure a JV for a 28 nano or 40 nano fab (mainly for EV chips manufacturing), so with business plan change on Apple which reflected all the way down to Foxconn. Do you think Dnex JV with Foxconn still continue? In fact, Dnex is super slow (maybe due to the working culture or lack of "guts" when there is no one in government to support).

Apple just gave up EV project, which mean Foxconn's EV manufacturing plan would be affected. So for Foxconn plan on the JV with Dnex in Seremban Fab (producing chip for EV) may not come true.
What Dnex left is the chances of getting the NIISE project from government for a boast to its share price. However personally, I think with the close relationship with Mahathir, the chances is low.

Saudis is interest on those technology investment, while oil & gas is still their cash cow. Ajlan & Bros Holding is looking for opportunity to get involve in semiconductor manufacturing with Dnex. While the plan for setting up a fab in Negeri Sembilan with Foxconn and Dnex, they can probably buy up some share own by China in Silterra. Of cause how its work would be a challenge since MITI rule is Malaysian 51%.

Saw quite some negative comment over the management. However I find many was due to racism and biased. On the other hand, since this is a "bumi" coperate with project & opportunity mainly from the government or GLC, then its mean at the end government would intervene to resolve the Silttera dispute since its the only "bumi" controlled semiconductor manufacturing company. Of cause politic (PH, BN, PN) would still there, however to gain some "bumi" support and not to embarrasses anyone (with all those TanSri, Tun, Dato titles) due to poor management work, government backing would still be there.
I am speculate what if DNEX manage to get some fund from Saudi to release some China share hold in Silterra.

76% buy rate this morning on this counter, and it was on a low profile mode with price remain unchanged .... something is going to happen...

Yup! The SEZ official announcement next week will be the strong push for companies like UEMS. I am glad that today UEMS stay stable (not hike too much nor go down below 0.99), and by observing the volume and value its generally those small fish panickily sold off their share to secure a small gain, when they see the Wed hike doesn't happen today. So the big one stay and hold for next hike when our Sultan Johor gives the signal.
Singapore nowadays is pack with lots of ultra rich China migrant and causing rise of cost for the middle class (generally foreign expat), SEZ will be where they move.

will reach RM 1.11 on Jan 11 when Singapore Lee meet Anwar in JB! Singapore had stop new factory/fab/data center due to very limited land and resource left. The factories in Tuas will need to move out for new land reclaim project. So Singapore Lee had plan to move them to Johor, while UEMS had plenty of commercial/manufacturing land bank in Johor. HSR won't be so soon, its most probably an mutual agreement for having a HSR for KL <-> Singapore in Jan 2024

why still use cheque? its very unreliable (may be lost during post such as dumb into longkang by lazy postman, or held at post office and wait till someone process it). I think almost everyone do direct bank transfer (which happened in a matter of seconds) or for those via proxy (such as public bank, maybank) take about 2 working day only.

waiting for fully own some shares in EWINT for free after the next dividend payout

Don't really think Berjaya is competent to deliver HSR, beside Vincent Tan is just an opportunists with mainly using politic strength. My guess is they (everyone) will be given maybe some real estate development along with HSR project so that there enough development fund and most probably China CRRC do the actual work on HSR

The 7nm chip inside Huawei Mate 60 which provided by SMIC were mostly double DUV exposure (which is an idea from the Taiwanese chief). The manufacturing cost was high (since higher fail rate), and there are doubt on actual mass production. Compare with the 4nm Qualcomm chip which manufacture by TSMC inside my 5G mobile phone, there are gap, and the industry doesn't optimist on SMIC to go further (as from 7nm to 5nm or 4nm) they need to build new pipeline and usually comes with new fab.
China still far behind the west and its Asian alliance on semiconductor.

UK is doing bad. City like Birmingham also can go bankrupt, its a wise move that EWINT halt new development, reduce capital and return it to Shareholders. Maybe the remaining asset can be transfer to ECOWorld by ECOWorld buy up all share of EWINT (which mean turn EWINT private)

Well for EWINT they are doing capital reduction and that why they gives so much dividend although the company doesn't make profit. After this there will be another "dividend" to return back to share holder. After the reduction on capital, the company will look "overall making profit". Reason for such act is the management see not much gain on property market in basically UK, so instead of holding so much capital but can't do anything for profit so they decide to return it to shareholder. So with the dividend receive you can do others investment whichever you think is good for you. Whether the EWINT share price drop or not after dividend, its basically doesn't hurt you as you got some money back and the company still there (but can said in some "idle mode") and you holding the shares (probably its relatively "free" after you get back the money). But if you are thinking of buying the EWINT share after dividend then I think its obviously not a good choice. So if you want to buy then buy now before dividend, else just don't buy

seem like will drop till 50 cent

Seem like lots of happy face here (except Rocket). Grad to see most of you guys happy.

very likely to reach 1 by end Sept, and rose to 1.5 when budget 2024 was out

my 1.6 TP hit! much earlier than I predicted. I think the strong push wasn't came from power or cement, thus HSR speculation, however its from properties segment. Especially after Anwar gives a hand to help China's Country Garden in its Forrest City.

Indeed 1.5 is now the most conservative TP. Just wait for the good news to be roll out from prime minster office ... Wish all prosper.

Saw some people trying to "create" panic sell. Of cause if you don't sell then how can they buy at lower price. Shall be able to make it till 1.60 next month.

Regardless federal govt or private project any land acquisition still require local govt approval (if the land own by states govt). Still that doesn't require a parliament budget debate (unlike MRT3)!

By the way, simply calling others for didn't go school wasn't a right attitude (which remind me of the young Indian security who insulted the Dato Sri on the same and get sacked in my neighborhood)

For YTL, for sure its on upward with positives strength. My guess is 1.5 to 2

MRT3 may need to wait till budget 2024, but HSR doesn't. Reason is MRT3 are govt spending, while not the case for HSR. The HSR will be private funded project, where the company who build it get its fund on its own. So obviously its turn out into more of some mega properties develop than just public transport.
In my own opinion, no company will do project that doesn't profit. So for HSR, where I see lots of people keep saying the usage would be low due to high ticket prices, etc.... However when it was a private project then the groups of companies will make sure it get profit, how to do that? Just build how lots of properties around the HSR station and create enough "passengers". and when its properties then it mean multiple times of profit

- No updates on 12 inch fab with Foxconn, despite more than 1 year MOU.
Of cause no update on Foxconn JV on 12 inch fab. Foxconn had no technical capability to manufacture 28nm chips. Foxconn JV in India were withdraw and cancel as both side aren't able to do it. So for Foxconn JV in Malaysia with Dnex is most likely ended up in same fate, as govt won't throw money since they see what happened in India. (so if Azmin Ali still economy minister then probably will approve the cash in into this JV, since last time he (via Khazanah) sold Silterra at a lower than market price to Dnex).

By the way, after I sold my Dnex share and turn to Cloudpoint got earn back 21% in last 2 week.

This stock was bullish today. Most probably can reach 0.70 by end of the day

Directors collecting were usually mean there dividend since quarter report are going to out next week.

By the way, I dump all my Dnex and move to others. Doesn't make sense for keep on waiting, earn some money from others share and maybe come back for Dnex, as don't seem it will move for some time.

By the way, are Dnex related to Azmin Ali?

China Foreign Minister suddenly want to see Anwar this Fri, and although Anwar told him that he is busy with PRN and not in Putrajaya, Wang Yi just insist to see him and he will fly to Penang and meet Anwar there. So what the rush?! Probably its about wanted to close the HSR project, so that China could have some 'good' news to announce.

Seem like everybody is waiting for the PRN result. I think as long as PG and SEL remain Pakatan, it will be under market expectation and market rose.

The JV with Foxconn may not happen. As by looking at the withdrawal of Foxconn in India JV, its been knew that Foxconn had no technical capability on 28nm semiconductor manufacturing (the same goes to the India partner - Vendanta). So our govt (Rafizi who are smarter) may not put in $$ for this JV.