Posted by treasurehunt > 2021-09-02 10:58 | Report Abuse

US Semiconductor index is only relevant to Bursa semiconductor whereas Nasdaq index fate dictated by companies ..Apple, Microsoft, Alphabet, Amazon & Facebook. Market cap semiconductor companies are far more smaller than these 5 giants.

Posted by treasurehunt > 2021-09-02 11:16 | Report Abuse

If you are a real believer of technology (semiconductor) is the future, Invest in the DJ Semiconductor components companies at cheaper valuation.

Posted by treasurehunt > 2021-09-02 11:23 | Report Abuse

I was so excited while doing research of semiconductor companies in Bursa but after making a comparison with the Nasdaq companies. Alamak....it is really like showering with ice water .

Posted by stockraider > 2021-09-02 11:28 | Report Abuse

Msia best tech stock is myeg loh!

Posted by treasurehunt > 2021-09-02 11:35 | Report Abuse

What I intend to say is don't simply blast our Malaysia core industry like palm oil is cyclical and no future. Not to keep shouting Technology (Bursa semiconductor) is the future...a joke.

Posted by treasurehunt > 2021-09-02 18:37 | Report Abuse

Nasdaq is too far away. Now, look at the valuation of semiconductor companies in Singapore.

AEM - PER 16x Profit margin 18% ( ATE segment )
Frencken - PER 18x Profit margin 10% ( Mechatronics & IMS )
Grand Venture - PER 33x Profit margin 20% ( Precsion/assembly & testing )
Micro Mechanic - PER 25x Profit margin 32% ( Die/wire-bonding & Encapsulation )
UMS - PER 20x Profit margin 33% ( RF MMIC products & foundry services )

Bursa
Kobay - PER 63x Profit margin 18% ( Precision tooling )
SAM - PER 30x Profit margin 14% ( Precision engineering )
Wong - PER 30x Profit margin 13% ( Precision engineering )
YBS - PER 44x Profit margin 5% ( Precision engineering )