I do believe that the Maybank analyst is wrong about Malakoff. Their company management is working super hard to turnaround the company. Semiconductor and chip industry needs a lot of water and power generation. YTL Power is overhyped and Malakoff is underhyped. Thats all

If you buy the warrants from them, means you're betting against them, Thats why its so hard to make money from structured warrants in Malaysia. The odds are worse than gambling

Maybank issues call warrant cause they're betting against the stock, shorting it

The reason why I think China might win in this chip warfare is their ability to control pricing and their extreme cost-cutting measures. Huawei 910B is 120,000 yuan per unit, Nvidia H20 around 100,000 yuan per unit but this is without including the special discount to mainland China manufacturing partners

Why is TA Securities's price target so low? This makes me kinda scared

Let's see how Unisem performs in 2Q 2024. If I see 15% QoQ revenue increase from Chengdu or any China-related factories, I am going all in

My last trade for the 1st half of 2024. 2nd half probably will take a break in anticipation of the next rate cut. Tired of this seesaw market

pang72 you think China might be the dark horse in this chip AI war?

Entire forum suddenly became quiet. What the heck is wrong with yall

Just a disclaimer that this news might not from a credible source. I took it from a South China Morning Post article.

Oldest trick in the book by market-makers and proprietary traders

100% Fake selling volume. Just look at the position sizing

Fake selling. Hold tight

Unisem - Team China

A Huawei Technologies executive said the company's latest artificial intelligence (AI) chip is on par with, if not better than Nvidia's A100 - one of the most popular graphics processing units (GPUs) used in the AI industry - in a rare boast by the Chinese tech giant that underscores how quickly it is growing in a market dominated by its US rival.

Huawei's Ascend 910B AI chip has been found in some tests to deliver 80 per cent of the efficiency of an Nvidia A100 when training large language models, but "in some other tests, Ascend chips can beat the A100 by 20 per cent", said Wang Tao, chief operating officer of Huawei Ascend and Kunpeng ecosystem, on the sidelines of the Nanjing World Semiconductor Conference on Thursday.

Ahaha

This time you are completely wrong. Disagree with everything you wrote

Asked you why you think the profit is not sustainable. And you keep harping on things only gamblers would say.

You know what Chung? At least I enjoy watching people make money. And I own stocks that I talk about on public forums. You, on the other hand, enjoy watching other's misery and downfall

I am down 5% but ain't afraid

I don't give up. Holding

Congrats pang72

As for me, I am short term bearish on MNRB, but long term bullish on this company. I am not buying but I am not selling this stock either

gambling addict 100%. Zero deep dive analysis from his bearish commentary. Using gambling analogy (using card game as an example LOL) to describe holding a stock.

Guy has no idea what he is yapping about. Lost all credibility and respect from his 30 years of investing experience

Lagenda now up 6%

Chung's comment on Lagenda
Chung
"買Lagenda的股票有風臉嗎？我覺的有一定的風臉就像玩三張,你拿了一張K牌，笫二張牌拿了一張3点牌，笫三張牌是一張3邊的牌，如果3邊牌是6点或是七点你就嬴錢,不然,一个不好運是8点那你就輸完"
English Translation: s buying Lagenda's stock risky? I think there's definitely some risk. It's like playing a three-card game. You draw a King for the first card, a 3 for the second card, and a card with three edges for the third. If the card with three edges is a 6 or a 7, you win money. Otherwise, if you're unlucky and get an 8, you lose everything."

Maybank Research PT is way higher, mine is more conservative

Bought more Icon-WA

RM1.27

Too cheap it's insane

Imagine this, Noble Corp acquired DO for RM5 billion. Icon Offshore is only 700 M in terms of market cap and has a much higher rig utilisation rate. No-brainer trade

price target RM1.27

Lots of M&A activity in the offshore drilling space. Another driller, Diamond Offshore was acquired by Noble Corp. Icon Offshore is still cheap at RM1.12

Bought more at open

1.27 next PT

2x NTA at least PT RM2.80

Fake selling volume again. Buy more

Fake selling volume. Buy more

CEO disposing his shares to mainland Chinese fund managers haha

RM2.15 block hit it

China semiconductor thematic play

More accumulation on Monday and Tuesaday

Lost 15k but still holding. Painful

Lim Han Weng from Yinson supporting this company. Do not sell

Singapore IM companies pumping; literally will keep going up

Related to both DC and AI

Bought in today even though it's too late. It will keep going higher anyways

Sector must be experiencing tons of tailwind if Lim Han Weng is willing to fork out that much money

Massive buy volume from IVT