UnicornP

UnicornP | Joined since 2017-11-13

Investing Experience Intermediate
Risk Profile Moderate

Calling TP - Sell ; Mencaci - Buy.

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2,855

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User Comments
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2018-11-01 19:13 | Report Abuse

Why u guys like very surprised like that.. This results is within expectation only. But don't know going forward still can continue to grow tremendously due to global chip production reduction.

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2018-11-01 18:58 | Report Abuse

Haih semicon industry already boomed for nearly 2 years. Give up !

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2018-11-01 18:56 | Report Abuse

We all already expected this results before the semiconductor industry meltdown.

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2018-10-31 10:38 | Report Abuse

Sony's game sales are strong but chip biz fell.

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2018-10-31 10:08 | Report Abuse

"The South Korean giant is seeking to counter an expected slowdown next year by generating more revenue from the handsets and displays panels it produces."

“The share price should rebound on confidence that demand for memory chips is going to go back up in the bottom half of next year,”

"Samsung said it’s seeing “weak seasonality” for the chip market in the fourth quarter, and warned that overall earnings would decline in the period."

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2018-10-26 14:32 | Report Abuse

Short term rebound - Yes
Near term earnings growth - Maybe Not

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2018-10-26 12:24 | Report Abuse

Best growth sector currently

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2018-10-26 12:16 | Report Abuse

They have to make sure demand for their products is strong.
https://www.bbc.com/news/business-45755285

Quote: "It has also confronted some challenges in its mobile unit and in July, Samsung posted lower-than-expected sales of its flagship Galaxy 9 smartphones."

For Inari, all it wants is huge volume of chips to burn & test. Can you foresee more chip production until 1H next year? Or more directly can Inari hit above RM380m revenue in the next quarters?

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2018-10-26 11:48 | Report Abuse

If Samsung promise more chip production in near term. People will sailang Inari one. Be patient. But if world chip production gonna be reduced, the chip industry set for decline stage. Look at how the steel industry has declined.

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2018-10-26 11:19 | Report Abuse

Better wait Samsung business outlook @ Oct 31.

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2018-10-26 11:07 | Report Abuse

Hope Chu Jenn Weng will come out talk a bit about it.

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2018-10-26 11:03 | Report Abuse

Now my concern is whether people stop ordering machine due to reduction in chip production.

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2018-10-26 10:55 | Report Abuse

https://www.reuters.com/article/us-samsung-elec-memory/samsung-plans-to-lower-memory-chip-growth-as-demand-slowdown-looms-bloomberg-idUSKCN1M020E

"Samsung plans to lower memory chip growth as demand slowdown looms" - September 20, 2018
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If you follow this news you would've exited the chip industry at high. Argg but not me..

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2018-10-26 10:52 | Report Abuse

https://www.bloomberg.com/news/articles/2018-10-25/intel-forecast-beats-estimates-on-surprising-jump-in-pc-demand

Quote: "the company confirmed that it won’t mass-produce chips made with 10-nanometer technology until next year"

Quote: " The cost of a breakup of its joint venture with Micron Technology Inc. and declining prices for flash-memory chips used in computer storage mean that the unit will about break even this year, Swan said, backing off from an earlier prediction of profitability this year."
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Qr good is because PC sales up. PC sales up is because business people upgrade PC before Microsoft stop supporting old Windows versions. So it is a one-off earnings. Another PC sales up is because gamers sales up. Gamer PC has limited prospect.

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2018-10-26 10:10 | Report Abuse

Really not easy to gauge the chip industry. Now wait Samsung QR first.

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2018-10-25 17:16 | Report Abuse

The semiconductor industry will be dictated tonight when Intel release earnings and outlook. So regret listening to the small fries semiconductor companies.

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2018-10-24 16:46 | Report Abuse

Killed all the retailers from mid-May onward. Hmmm

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2018-10-24 16:44 | Report Abuse

Killed all the retailers from mid-May onward. Hmmm

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2018-10-24 16:25 | Report Abuse

no more rebound

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2018-10-24 16:04 | Report Abuse

Good all the way down first.

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2018-10-24 16:04 | Report Abuse

Inari better don't rebound first. I wanna buy it next year. So keep price low ty..

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2018-10-24 15:53 | Report Abuse

Is that margin guy also buying Inari and Gtronic?

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2018-10-24 15:37 | Report Abuse

Preparing rebound to 2.1

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2018-10-24 15:34 | Report Abuse

Prepare big rebound

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2018-10-24 12:11 | Report Abuse

Totally unfazed..

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2018-10-24 12:10 | Report Abuse

Mi needs to drop more

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2018-10-24 11:22 | Report Abuse

Are you guys scared? This is going to be interesting!

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2018-10-24 11:19 | Report Abuse

Testing you guys to the limits !!!

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2018-10-24 10:46 | Report Abuse

Should be good bye/buy now?

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2018-10-24 10:44 | Report Abuse

Have the unfaithful all left? Only Penta knows.

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2018-10-23 15:19 | Report Abuse

How low is low?

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2018-10-23 14:42 | Report Abuse

Anything to be so panic?

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2018-10-23 12:44 | Report Abuse

Since Vitrox and Mi are in the same biz with Penta but they are not dropping like Penta's magnitude, this proves that Penta's drop today is either weak holders throwing or operator trolling. Either way it is good for Penta in near term.

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2018-10-23 10:23 | Report Abuse

This bad market can really clean out all the weak holders. Good.

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2018-10-22 17:03 | Report Abuse

Extraordinarily fantastica.

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2018-10-22 16:42 | Report Abuse

Wow if today can end <200k volume is superb !

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2018-10-16 15:57 | Report Abuse

Current Year Prospect..
1) The Group anticipates a positive growth momentum going into the second half of 2018 deriving mainly from the 3D sensing test equipment for the smartphone devices segment as well as automation solutions for the automotive segment.

2) Following the commencement of operations of the new production plant in June 2018, the Group expects higher volume of project delivery involving large-scale factory automation lines such as our i-ARMS solutions in the second half of the year.