Let's follow new QR for Broadcom(till 03/05/19), would announce@13-15/06/19.

Window dressing finished...

Many sectors got problem on this trade/tech war century...

Waiting Broadcom 2QR(till 03/05/19),coming out 13-15/06/19.Benefit or not,could reference there.

Totally this tech-war is lose-lose game...

oregami,Huawei biggest smart devices' RF supplier is Skyworks not Broadcom.If Huawei collected many components would benefit Skyworks only.If Apple smart devices get ban on China,Broadcom and Skyworks very bad also.

Tech news sharing:World WiFi Alliance banned Huawei also.

Tech news sharing:World SD Association (SD,Micro SD-card) banned Huawei using the permission also.Huawei smart devices would marketing without Micro SD-card slot.

Why rush to collect?Broadcom would announce newly 2QR 2019(till 3 May) on Mid June.Few rebound is not important for now.

US must want Huawei and others go down,but China would want the Apple sales drop also.“两败俱伤”!

Very highest revenue since year 2002,but profit down because government game tax.If not,the profit can very good...

The result go back to 30/06/2016's level!

Revenue down 21.3%,profit down 30.8% compared 1QR 2018.

Inari 1QR's revenue:RM256.3million,profit:RM38.2million.

Inari announced QR result already!

Everyday changing situation,retest 1.22 coming...

1Qr 2019 not important already,2Qr,3Q,4Qr and next year more important...

I sharing one funny story about China chip industry.Few years ago,China can't design n product main SOC chip.What China to do?They cut one by one level on this small SOC chip to see inside got what secret.That time Samsung's SOC got 70++ level.Now got 140++ level.All guys can see how Chinaman's pattern to copy cat all goods.

This few years TSMC No.1!Their salary top No.1 also.Samsung and Intel lose...

ARM UK(King)@core=>Apple,Huawei, Mediatek (Queen)@design=>TSMC(Prince)@SOC.

This world got two company can made Main SOC only.(1)TSMC's factory manufacturing SOC for Apple,Huawei,Mediatek.(2)Samsung's factory manufacturing own SOC only.

Ya,Q buy slowly,could be OK la...

USApg,I agreed your point.Next step is TSMC's factory would stop manufacturing Kirin SOC.Taiwanese's telco company stop selling Huawei smartphone already.And US government giving pressure to South Korea now.(Source from Global news).

Last few days I told my friend Huawei can't made Kirin SOC because they need ARM UK's permission/permit to design n product SOC.ARM UK truly announced banned Huawei using their permission now!

The good news is OnG energy division got very good performance.1Qr(01/01 to 31/03/19) Brent Crude oil price from USD55 up to USD65.And the 2Qr(till to late May) from USD55 up to highest USD76.#Remark:Ping UK using Brent oil price not US oil price.That could be more advanced points for Dnex.#Dnex's Ping UK announced collected two or three services contract(North Sea,UK) on this 2Qr.

The profit can be higher than announced but because last year 1Qr's one time account tax adjustment,the profit listed RM11.93 million only.If not this issue,profit would more better.This not a problem,because second Qr don't have this tax issue already.

Return back normal profit level,good.This year 2019 stop buying new company.All resources mixed to running their business.Still hold...

Singapore announced very bad 1Qr GDP@1.2% since ten(10) years ago.Because tech sectors n others export got big impact from US-China issues.Malaysia would be GG,all sectors got impact coming...

Many global tech components company hope second half year revenue turn up.But real things is turn more bad now.真是“人算不如天算”的戏剧正在上演!

I no research follow Penta counter,sorry...

Relationship is Global tech company customers=>Broadcom=>Inari(电子代工厂).If big customer cut big volume order,our Malaysia tech components company's factory would be very risky.Not Inari only.

Ya,the famous equipment machine company is only one can giving high tech machine for product SOC.Another one(Kodak JP's one sub-company) bankrupt already.

Huawei's SOC Kirin series design by own but "using ARM UK(controlled by Softbank JP)'s core products like 2.00@A76 or 1.60@A55.And the SOC made by TSMC Taiwan's factory.TSMC's technology machine is using from one famous equipment machine company(controlled by Apple,Samsung,TSMC).#If all this company following US policy,Huawei directly can close door also.#

Very easy reading the US policy.Many global tech components companies would be less 30% to 50% revenue.Malaysia can hold the bad situation?"受伤的总是我国的电子元件和设备供应商"!

Malaysia can hold bad situation till economy turn positive?This is Malaysian care.

Let's talk about global tech components company's business.Like Huawei sold 200 million unit smart devices per year,Apple sold 200 million unit and Samsung sold 200 million unit also.If Huawei's products got block like the news(software and hardware),that mean global tech components company's revenue(less 30%) could be drop to hell.

Huawei's smart device can't include Android's Google play market.That mean can't download any apps.Who want to buy Huawei smart device?This block action could be directly close the business door.Global tech components company would be big GG.

美国总统的做法是'很流氓'式的行动,对大家无益。

US series tech components company can't sell components for Huawei/ZTE only or others China smartphone brand like Oppo,Vivo also block same?If true,GG...

If I am EPF and Kwap,I will buy at 'very very low price' to holding big % for long term investment plan.Not buy now la...

Brent oil weekly closed@USD72.21,US oil closed@USD62.71.

JCY's Qr results announced revenue dropped to 258.9m only.

Apple Inc+others=>Broadcom=>Inari.

If huawei sold one unit smartphone in US compared Apple sold 100 unit iPhone in China market.Huawei not got impact on US block sale action.But if China block sale iPhone in their China market,Apple Inc could be crash.Although China would be giving bad impact for 3 million local workers.

Many traders loss more this few weeks.But investor got holding power would benefit for long run.Hope everything could running good!Still keep...

Ya,Dnex's OGPC company bags this new contract@RM7.5 million.Good news...

Yesterday night,I study Gtronic's announced Qr.This Qr(31/03/2019) is very bad.That bad data shown lowest come back to Qr@31/03/2009.Ten(10) years global crisis might be coming soon...

Result weakness compared 2Qr(31/12/18) and 1Qr(30/09/18).

Third round tax rates war,US government announced include smart device products (smartphone,tablet,laptop and others).US policy maker very crazy...

Third round tax rates war,US announced include smart device (smartphone,tablet,laptop and others).US policy maker very crazy...