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4 weeks ago | Report Abuse
U ppl r funny. U want more revenue but u dont want more trade receivable, is that means u accept cash on delivery only when your customer plan to give u more orders?
1 month ago | Report Abuse
lame result is always expected for the 1st half of the year but it is game on time now haha!
1 month ago | Report Abuse
It is funny u guys think the booming of data center in malaysia will benefit hdd. Seriously, who care about malaysia? Hdd has a global market and u guys think only malaysia when u make your investment decision in hdd company?
and hdd is irrelevant in ai data center! It is all about computing power!
1 month ago | Report Abuse
nah, VS barely has enough cash reserve for their operation.
2 months ago | Report Abuse
natgate issue pp to raise rm429mil to buy cpu and gpu for the ai server!
2 months ago | Report Abuse
Not all bursa companies make announcement when they secure a big order or new customer.
2 months ago | Report Abuse
Whenever a global mnc becomes a major customer of a bursa listed company, its share price tends to become a multibagger.
For example,
1) Dyson => VS, SKPRES, ATAIMS
2) Tesla => GENETEC
3) Apple/Broadcom => INARI
4) Tsmc => FRONTKN
5) Bmw => D&O
6) Nvidia => YTLPWR
7) Seagate / Western Digital => DUFU, NOTION
So, can natgate become a multi bagger too given their primary source of income is derived from Nvidia ai server, Coherent optical modules and Bitmain bitcoin mining machine?
2 months ago | Report Abuse
No, this is not an ai server.
NVIDIA HGX H100 8GPU Server is much bigger size and its retail price is about RM1.5mil.
2 months ago | Report Abuse
I managed to buy some at 2.26. Lucky me!
2 months ago | Report Abuse
u guys seriously under estimated how much they can make from optical modules when the production lines fully resume in 2H.
2 months ago | Report Abuse
sns is just a reseller while dufu notion jcy is just a hdd parts supplier.
Seriously, look at the spec of the ai server. Do u see hdd?
2 months ago | Report Abuse
xfusion server is also using nvidia server. There are the same thing but just different brand.
Initially I thought they appoint natgate as an ems for their nvidia server but now i am not sure. It would be nice if natgate sell the server under their own brand but also manufacture it for other brand.
2 months ago | Report Abuse
I foresee natgate will hit 1bil revenue from ai server and 500mil revenue from optical module this year. Both of them are very important in ai data center.
2 months ago | Report Abuse
I read it from an ib's sector research report but i forgot where i read it.
2 months ago | Report Abuse
Retail price for a H100 8gpu server is about 1.5mil ringgit. Assume net profit of just 100k per server, they could potentially make 100 mil if they deliver 1000unit of ai server this year. The profit from the ai servers alone will be higher than the money they made in 2022!
2 months ago | Report Abuse
Why then it's not reflected in Natgate's revenue and profit ?
----------------------------
Because they just began the production of the ai server in Q1. So far only 20 units delivered, 980 units more to go.
2 months ago | Report Abuse
Those who said vitrox is struggling to get into china market has no idea what they are talking about. Just read the annual report and do the math to see how much revenue they got from china in last 3 years.
That research report is misleading. Vitrox is actually doing quite well in china but struggling to in malaysia.
2024-06-17 12:51 | Report Abuse
Because its primary customer who contributed more than half of the revenue is still in the process of relocation from china to malaysia therefore cause a temporary drop of revenue. The relocation is expected to be completed by 24Q3.
2024-05-25 21:55 | Report Abuse
hdd is mostly used for those conventional datacenter for data storage purpose. That is why the rise of online streaming media like netflix youtube tiktok created huge demand for hdd in last 10 years.
However what ai datacenter really need is ssd which has much higher data read/write speed.
2024-05-12 15:19 | Report Abuse
Who are the Ultimate beneficiaries ?
=> DUFU, NOTION, JCY as parts manufacturer for hdd, SAM as hdd/ssd test equipment manufacturer.
2024-05-11 16:18 | Report Abuse
They said this in their recent released annual report 2023:
With the mix of capabilities and the products and solutions offered, Mi Group as a comprehensive solution provider is ready to seize any opportunities for business diversification and localisation. We remain aggressively optimistic about the Group’s prospects for the FYE 2024 and beyond. We are confident that the gradual recovery seen in the worldwide semiconductor manufacturing sector will lay the groundwork and build the momentum for continual growth.
We shall continue to pursue our path in diversification for the SEBU where the newer state-of-the-art machines series are expected to bring heightened contributions to overall revenue. The SMBU, equipped with cutting-edge manufacturing technologies to produce micro-solder balls from our patented alloy, will continue to expand its market presence. In SSBU, our initiative aligns with our strategy will enable the Group to seize opportunities within the Automotive & Renewable Energy segment.
So here they said they are "aggressively optimistic". How ah?
2024-05-11 00:05 | Report Abuse
u know what was the best part? They said they were optimistic but the price still big gap down on next day. Now they are pessimistic when every signs suggest that the worse of semicon industry is over and recovery is on the way.
2024-05-10 23:59 | Report Abuse
In 23Q4, net profit was 20mil if excluding 8mil forex loss, price big gap down on next day. Now the net profit was 17mil if excluding 10mil forex gain, so price should gap up or gap down?
2024-05-05 19:25 | Report Abuse
when kyy call buy, u run. This strategy works EVERY.FKING.TIME.
2024-04-27 17:03 | Report Abuse
EPF has emerged as the second largest shareholder of SAM. Finally the national team discovers the value of this fast growing tech company and bought huge shares in just one shot!
2024-04-27 12:08 | Report Abuse
Eca barely maintained profitable in last quarter. Without new orders, how u guys think it can remains profitable in next qr?
2024-04-26 12:17 | Report Abuse
btw the nationgate's factory that manufacture the ai server is about the size of pie's factory. If pie can get >rm1bil per annum, why not nationgate?
2024-04-26 12:14 | Report Abuse
5354, A good company should build a factory on suitable land but not the land own by another big boss company.
2024-04-24 21:12 | Report Abuse
What good news? Secure ai server contract?
2024-04-24 21:10 | Report Abuse
No, pie is not the 1st or the only one doing nvidia server in bursa.
2024-04-22 19:10 | Report Abuse
nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.
2024-04-22 19:06 | Report Abuse
they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.
2024-04-20 21:24 | Report Abuse
ai server contract? how? by doing what? put a spacer inside a server?
2024-03-30 15:15 | Report Abuse
The key is not about einvoice upgrade. It is about all biz in regardless of size need einvoice. That means even a roadside hawker who never bought any accounting software need to buy a software to comply to the requirement.
Imagine what kind of potential it will be.
2024-03-24 20:20 | Report Abuse
Mark my words, this counter will become smci malaysia version. They are going to start mass production of ai server powered by nvidia chips very soon!
2024-03-20 00:42 | Report Abuse
More impairment inkambing due to china deflation and weak consumer spending.
2024-02-25 16:13 | Report Abuse
I would not sweat a bit especially the huge 10mil forex loss was unrealised. No biggie because all semicon companies do biz in usd therefore provide a nature hedge against forex fluctuation.
2024-02-16 08:16 | Report Abuse
Fertilizer price already falling back to prewar level.
2024-01-23 17:53 | Report Abuse
That was UEM Renong and it has nothing to do with UEM Sunrise.
2024-01-19 06:28 | Report Abuse
Chb doesnt own any data center :facepalm:
2024-01-15 12:39 | Report Abuse
Data center m&e contractor ftw!!! Gogogo!
2024-01-14 14:02 | Report Abuse
U ppl are narrow minded if u are looking at potential revenue from the construction of data centers only. In fact, most of their revenue derived from Penang E&E manufacturing facilities expansion (or new) by global E&E MNC. The demand for semicon maybe slow now but definitely not the new/expansion of the E&E manufacturing facilities.
2023-11-18 21:00 | Report Abuse
qr bomb imkambing! Mark my words!
Stock: [INNO]: INNOPRISE PLANTATIONS BERHAD
1 week ago | Report Abuse
fcpo is now back to 4000!