美国不会对中国加重关税 ？ 限制芯片好像有大转机 ？

Someone said our Cabinet are going to meet up Natgate, YTL group & Nvidia within this 3 weeks.. anyone heard about the rumours ?

而且MADANI政府已经大力推动DC , 间接性推动 ； 科技公司 ， 银行体系 ， 再生能源。。如果输了数据中心 ， 我们其它项目也不能推动。。

也许美股巨头会在马来西亚缓慢建立数据中心， 但是 只要开GREENLIGHT， 我们还是最好的选择。地理 ， 电力， 还有土地都有优势。

马来西亚数据中心增长迅速，其特别优势主要体现在以下几个方面：
1. 政策支持与投资环境
马来西亚政府出台了一系列政策支持数据中心发展。例如，2023年启动的“绿色通道”计划将数据中心的审批时间缩短至12个月。
政府通过国有企业保障电力稳定供应，并提供税收优惠和财政支持，降低企业运营成本。
数字投资办公室的设立，为投资者提供了高效的服务平台，推动数据中心项目的快速落地。
2. 基础设施与资源
土地资源丰富且成本低：马来西亚拥有广阔的土地资源，土地成本较低，适合建设大规模数据中心。
电力供应稳定且成本低：工业电价每千瓦时仅为0.1美元，远低于新加坡的0.27美元。此外，马来西亚计划到2025年将可再生能源占比提升至总装机容量的31%，为数据中心提供稳定的绿色能源。
网络连接能力强：马来西亚拥有22条海底电缆和14个登陆站，能够与亚洲及其他地区实现高效连接。
3. 地理位置与市场潜力
马来西亚地处东南亚核心区域，连接东亚、南亚和大洋洲，数据传输延迟低，能够为周边地区提供优质服务。
邻近新加坡，可承接新加坡数据中心外迁需求，成为区域数据中心的重要节点。
4. 可再生能源与可持续发展
马来西亚政府计划到2050年将可再生能源占比提升至70%，并推动数据中心使用天然气、水电和太阳能等多种能源，满足数据中心的绿色运营需求。
5. 市场需求与数字经济
马来西亚数字经济的快速发展，以及东盟地区庞大的互联网用户群体，为数据中心带来了巨大的市场需求。
云计算和AI技术的普及进一步推动了数据中心的建设需求。
6. 成本优势
数据中心建设成本较低，柔佛州的数据中心建设成本约为每瓦特8.40美元，是亚洲主要城市中最低之一。
运营成本低，包括土地、电力和水资源等，使得马来西亚成为数据中心运营的理想选择。
7. 国际巨头的投资与认可
微软、亚马逊网络服务（AWS）、谷歌等科技巨头纷纷在马来西亚投资建设数据中心，进一步巩固了其作为东南亚数据中心枢纽的地位。
综上所述，马来西亚凭借其优越的地理位置、丰富的资源、友好的政策环境以及强大的市场需求，成为东南亚数据中心增长的领头羊，并吸引了大量国际投资。

区域数据中心枢纽的崛起：
马来西亚有望在未来4-5年内成为东南亚最大的数据中心枢纽。
新加坡将继续作为区域数据中心的核心，推动数据中心的可持续发展。

全球数据中心成长情况
市场规模增长：2024年，全球数据中心市场规模估值为3529.3亿美元，预计到2033年将达到8768亿美元，2025-2033年期间的复合年增长率为10.64%。
数据量增长：IDC预测，到2028年全球数据量（Global DataSphere）将增长至393.8ZB，2023年至2028年期间，全球每年生成的数据量将显著增加。
超大型数据中心增长：全球超大型数据中心数量在快速增长，预计到2030年，全球超大型数据中心数量将突破1000个。

monitor closely on next week monday and tuesday .

3 days continue up, may be is a good sign,.

有好 有坏的报告。。 哪一个才是真的

17 Jan 2025
NATGATE

I would like to bring to your attention the position on the counter and kindly request that you take note of my comment. The PBT for Q3 and YTD for the period ending 30 September 2024, amounting to RM93.2 million and RM151.8 million respectively, along with PAT of RM61.3 million and RM112 million, respectively, have included a net exchange gain of RM76.2 million for Q3 and RM80 million for YTD.

As such, the adjusted core PBT figures should exclude the unrealized exchange gains of RM76.2 million for Q3 and RM80 million for YTD in order to better assess the company’s performance and prospects going forward.

Assuming a tax rate of 24%, the profit after tax impact would be RM57.9 million for Q3 and RM60.8 million for the YTD. Without the exchange gain, Q3 profit attributable to owners of the company would show a net loss of RM11.3 million (RM46.6 million - RM57.9 million), while YTD would show a profit of RM6.1 million (RM96.1 million - RM80 million).

It’s worth noting that a reversal of the exchange gain could arise in Q4 as the Ringgit has weakened against the USD, from 4.1 to 4.5. As such, Q4 results could trigger a market reaction, potentially leading to a downward adjustment in share prices, which have already been falling recently amid director sell-offs.

Therefore, based on the adjusted net profit after tax, the company’s financial performance does not appear as strong as initially suggested, which calls into question the high valuation of RM3.03. The recent decline in share prices, coupled with insider sales, reflects market concerns regarding these issues.

eleven countries
Southeast Asia is composed of eleven countries of impressive diversity in religion, culture and history: Brunei, Burma (Myanmar), Cambodia, Timor-Leste, Indonesia, Laos, Malaysia, the Philippines, Singapore, Thailand and Vietnam. each country cap at 5k gpu per year, total 55k unit gpu can be switch to SEA. natgate做的来吗, WE RAISE TP TO 4.70!

habis cerita , every gone , tak nampak jalan

habis cerita... tak nampak jalan

https://theedgemalaysia.com/node/741281

其实 ， 我觉得 BIDEN这样限制 ， 只能有效 6 - 8 个月 ， 过后 中国能开始赶上来。。 到时候最伤还是 美国公司 NVIDIA，TRUMP 应该不想看到这样现象。 到时候会不会又取消限制。

hopefully is good news

seem like got news from NATGATE after 5 PM

TSMC 預計2025年Q1營收250-258億，換算年增率約34.7%。預估毛利率57%-59%，營業利潤率46.5%-48.5%。2025年全年預估營收年增在25%，主要靠AI成長與其他部門溫和復甦。未來5年的AI CAGR 預估在40%。

TSMC .. very good resullt.. Estimate 40% growth for AI Per year

means 3pm big drop again ?

@KIM what is the best price to buy ?

感觉是限制对NATGATE 没什么影响 ， 反而是会增加NATGATE 销售。 原因是NATGATE 已经获得认证。 而且我们的 DC 基本上是美国客户 。 在亚洲地区，美国公司没有其它选择 ，只能和我们合作。 如果中国或RUSSIA ， IRAN 想买NVIDIA， 他们肯定是通过3 - 5 LAYER 也可以买到的。。

https://www.cna.com.tw/news/aopl/202501130255.aspx?utm_source=Telegram&utm_medium=cnanewstw&utm_campaign=link

会不会去到 2.10 或 2.00 左右。

还以为 2。40 应该7788 了。 没想到。。 还会更低。。

清场的人应该走了7788 ，

RM 5.00 ?

会公布新的PROJECT 吗 ？

RGB International– BUY (Jack Goh) • Well-positioned to capture the exponential slot machine growth in ASEAN gaming jurisdictions. The ASEAN gaming scene, especially in the Philippines, remains highly charged with aggressive gaming capacity expansion and post-pandemic replacement cycle. Hence, RGB is poised to largely benefit from this trend. Note that RGB has >70% market share in the Indochina and the Philippines’ slot machines markets. • Sequential years of lucrative earnings base in the making; on track for record-high earnings in 2024. RGB’s sales, support and marketing division is poised to deliver sales of about 4,500 slot machines for 2024 (vs 1,500-1,700 units before the COVID-19 pandemic). Meanwhile, the concession-based technical support and management division has been recovering progressively and is set to recover to 80-90% of 2019’s profitability levels in 2024. Including RM8m-12m in interest income (5% interest on RM160m-246m net cash) and contributions from the engineering services division, RGB is forecasted to achieve a record-high profit of RM113m in 2024. • On cloud nine after securing massive SSM orderbook from PACGOR. At end-May 24, RGB revealed that the group secured a RM383m (US$81.3m) contract from Philippine Amusement and Gaming Corporation (PAGCOR) to supply 1,968 electronic gaming machines and accessories. We believe this is to support PACGOR’s modernisation programme which includes revamping the gaming floor and rolling out new slot machines ahead of the privatisation of its casino operations. We expect these orderbooks to be fulfilled and translated into RGB’s earnings in 2Q-3Q24, which will pave the way for RGB to deliver meaningful qoq earnings growth in the upcoming quarters. • Deep-in-value financial matrixes reaffirm our investment thesis. Despite a >40% ytd
share price rally, RGB’s bargain valuations of 6x 2024F PE (4x ex-cash PE) still offer palatable potential capital upside. More importantly, RGB’s current net cash of about RM185m (27% of market cap) is more than sufficient to support our 40% dividend payout forecasts and lush yields of 7-8% in 2024-25. Should management raise the dividend payout ratio to 50%, prospective yields will likely be 8-10%. • Maintain BUY and target price of RM0.66, which implies 9x 2024F PE (pre-pandemic mean), 4x 2024F ex-cash PE, and 4.5x 2024 EV/EBITDA.

SEttle case

Following the Company's announcements on 28 August 2023, 29 August 2023 and 4 September 2023, the Board of Directors of RGBI wish to inform that the matter in reference to RGB Sdn Bhd and Dato' Seri Chuah Kim Seah with the authority, has been completed and resolved, with no further action on the part of the authority.

市场情绪不好。 看没有路

RESULT OUT.., DIVEDED 0.006

如果股东在低价做外场交易 ， 通常是有其他股东想收购这些票。 相反的如果在高价做外场交易， 那么很大肯能是 股东想抛售一些票换现金。 至于 PESTECH ， 很大肯能性是股东卖出股票给其他潜在投资者。 而且对方和IJM 有点关联。

最近 PESTECH 的交易量 有点像 去年 7月份的 成交量。 2. THEEDGE 也在这个星期报道关于 IJM 接下来的布局。 感觉有一些关联。 看看这个星期PESSTECH 是否可以上 0.28 左右。 如果真的 是 0.28 。 应该是有好消息即将公布。

IJM 全面收购 ？

Related to DATA CENTER ..

最近有点量。。

A new integrated resort by billionaire Enrique Razon's Bloombery Resorts Corp will open in Manila later in 2024, while up to eight more casino projects are being planned, Mr Alejandro Tengco, chairman and chief executive of state regulator Philippine Amusement and Gaming Corporation (Pagcor), said in an interview a

https://theedgemalaysia.com/node/718094

多一个 PROJECT 被 PULL OFF.

9 / 10 号需要 站稳在 0.24 位置 ， 过后 需要在 0.26 。 0.26 位置是非常重要。

今天的交易有点量。。 突破 0.26 就应该有戏看。。

下个星期就 RM 0.50以上。。

RGB 什么时候去THAILAND 开 OFFICE ？

今年去到 RM0,80 可以吗 ？

Final draft of Thai casino entertainment complex bill to be ready in 4 weeks
https://www.thestar.com.my/aseanplus/aseanplus-news/2024/06/19/final-draft-of-thai-casino-entertainment-complex-bill-to-be-ready-in-4-weeks

以上的帖， 是从其他地方 POST 的。

• Favourable industry dynamics driven by the resurgence of the gaming sector post-pandemic and increased demand for gaming facilities.

Strong Financial
• The Company has a cash balance of RM185.5 mil (including other investments) with no bank borrowing on 31 March 2024.

• The cash per share is about 12.04 Sen compared to the net asset of the Company of 17 Sen. The Company has been in net cash position since 2015.

• Strong business cashflow with cash generated from operation for Q1 amounted to RM24.4 mil and for FY 2023 the cash generated from operation was RM123.81 mil.

The booming tourism industry and arrival of tourists is driving up the business of gaming resorts and gaming outlets operators. We understand the gaming industry is back to pre-pandemic level and all operators are operating at optimum capacity and looking at expanding their facilities and upgrading to newer EGM (electronic gaming machine). This demand augurs well for RGB.

The Company business in Philippines (its major market) is going to benefit from new casinos scheduled to open in the next few years as well as from the privatization of 41 casinos by the Philippines Gaming Regulator (PAGCOR). Do take note that on 30 May 2024 the Company had announced its subsidiary in Macau had secured a RM381 mil new order of gaming machines from a new Casino in Philippines for deliveries in FY 2024. RGB International Bhd (“RGB”), a leading casino machine supplier has been in the gaming industry for over 30 years. As international border is now reopened, and casino licenses have been rolling out extensively to boost economy, we believe RGB is poised for a growth in FY2023 and onwards.

Investment Merits
• Group successfully secured a RM381 million contract for a new casino in Philippines to be delivered in FY 2024 which will bolster its profit.

• Exclusive distributor for two main slot machines suppliers (Light & Wonder and Aristocrat) in the Philippines where the company hopes to benefit from the casinos scheduled to open in the next few years as well as from the privatization of 41 casinos by the Philippines gaming regulator (PAGCOR).

• Increasing Gross Profit margin to about 19.4%.

• Strong Balance Sheet with Net Asset per share of 17 Sen

• Cash balance of RM185.5 mil and cash per share of 12.04 Sen per share

• Gearing: Nil

• Net positive operating Cashflow of RM24.4 mil for 3 mths FY 2024 (RM123.8 mil FY 2023)

Conclusion

A share worth to buy in on weakness @42.5 Sen with huge potential upside of 41% to 69% with a valuation of 60.0 Sen to 72.0 Sen using PE 10 to PE 12.

Share Price RM0.425
Market Capital (RM): 658.0 million
Number of Share: 1.541 billion
EPS: 3.11 Sen (4 rolling qtrs.)
Estimated FY 2024 EPS: 6.0 Sen
P/E Ratio using FY 2024 Estimated EPS: 7.08
ROE (%): 18.29%
NTA/share: RM 0.17
Share Price range (1 Year): 25.5 Sen to 46 Sen