Posted by Awesome > 2015-07-08 12:27 | Report Abuse

Just past last month.. huhu

Posted by Awesome > 2015-07-08 12:59 | Report Abuse

For your reading pleasure and boost your confidence.. hehe
http://www.thestar.com.my/Business/Business-News/2015/07/08/MIDF-Research-stays-positive-on-semicon-sector/?style=biz

Posted by Awesome > 2015-07-08 13:28 | Report Abuse

We are ready first TSMC 10-nanometer chips
http://www.unlockpwd.com/we-are-ready-first-tsmc-10-nanometer-chips/

Posted by fortunebullz > 2015-07-08 13:32 | Report Abuse

Looks like next Iphone 7 semicon definitely on Frontkn pocket!

Posted by sky2 > 2015-07-08 13:44 | Report Abuse

Samsung profit is down coz they are short of edge screens...perhaps at Samsung too much attention is given to producing their chips..now without the edged LCD screens...got demands but with little supplies...sounds dangerous if its mass stocks could not be transformed into sales fast enough....

Posted by JN88 > 2015-07-08 13:45 | Report Abuse

Wakaka Samsung still doing 14nm le....

Posted by sky2 > 2015-07-08 13:52 | Report Abuse

In Fronkten/FM report last week..Samsung has more or less letting TSMC to produce some of its A9 chips......

Posted by blackul66 > 2015-07-08 13:56 | Report Abuse

JN88 is right, qualcomm snapdragon suffers heating issue and they went to samsung, but if i am not mistaken TSMC still on 16nm FF. 10nm is still 2 years down the road for TSMC

Posted by blackul66 > 2015-07-08 13:59 | Report Abuse

TSMC win some and lose, let see the net effect on ares green....

Posted by sky2 > 2015-07-08 13:59 | Report Abuse

Awesome...Fronkten used to be Petronas sub contractor...but with TTES....they can go for Petronas' tenders directly ....and also being the local machine repairers ..having advantages over US$ based repairers....

Posted by Awesome > 2015-07-08 14:01 | Report Abuse

@sky2 thanks for the add on.. i will update the list

Posted by Awesome > 2015-07-08 14:02 | Report Abuse

So now there are few things to be revealed;
1. TSMC might produce the next generation Iphone 7 chips.
2. When and what price shares buyback will be carried out.
3. What is the next move by Dr. Jorg either cash pump in, privatize Frontken or u guess.. hehe..
4. When they will announce the Australian's O&G company to acquire..
5. When they will start declare dividend, bonus issues or right issues.
6. When market sentiment will be better and rebound.
7. When will Frontken receive projects from Petronas through TTES. (credit @sky2)
8. Please do add on should you have any more to share.

Above mentions things will surely bring huge advantage to Frontken. We don't know when it will be revealed. Maybe later, tomorrow, next week and etc.
You never know when is the lower low or higher high or when will rebound. So, my recommendation is to collect slowly but surely.

Posted by blackul66 > 2015-07-08 14:02 | Report Abuse

anyone knows what kind of o&g company they are trying to acquire? What i mean is what type of services they will provide. I do hope it is more on downstream so they can capitalize on the current focus by Petronas on downstream

Posted by blackul66 > 2015-07-08 14:07 | Report Abuse

this is their current foundry capability
http://www.tsmc.com/english/dedicatedFoundry/technology/16nm.htm

this is still in R&D
http://www.tsmc.com/english/dedicatedFoundry/technology/future_rd.htm

tech roadmap
http://www.eetimes.com/document.asp?doc_id=1326286

Posted by ymtan > 2015-07-08 14:12 | Report Abuse

Could share buy back been deploy during this mega sales ??

Posted by sky2 > 2015-07-08 14:13 | Report Abuse

Well ...Frontken is currently doing some machine repairing /servicing, maybe retooling , refurnishing in O & G....in current O & G environment....more budgets are said to be located for repairs then to buy New Equipment....... services still needed in short

Posted by blackul66 > 2015-07-08 14:17 | Report Abuse

sky2, of course services is always needed, but upstream services are limited to just maintenance, well integrity,workover and intervention and not new wells. Drilling services & OSV are services as well, but it suffers the most due to cut of capex for upstream.

Posted by blackul66 > 2015-07-08 14:17 | Report Abuse

i hope it more on plant maintenance

Posted by blackul66 > 2015-07-08 14:42 | Report Abuse

in the meantime lets hope the ah jib issue is resolved asap, and pray that shanghai and hk flu don't infect us. Firstly , i thought hk will not be greatly affected by sse crash since the average pe is still many2 times lower than in shanghai, i guess i am wrong. With the Shanghai- HK connect it is more connected than ever. I hope any reaction to this crash doesn't infect other exchange because i do believe there are so many chinese investor in other major asian market including KLSE. They could be cashing out to catch the falling knives, maybe...

Posted by supernova > 2015-07-08 14:51 | Report Abuse

come to papa 23c

Posted by blackul66 > 2015-07-08 15:13 | Report Abuse

no one scared for now, how to go to 23 cents

Posted by Hitman > 2015-07-08 15:35 | Report Abuse

Frontkn always unlucky, when got good news..bad sentiment coming globally...

Posted by Zool Khibri Abdul Khalib > 2015-07-08 15:49 | Report Abuse

Like i said... 0.19sen.. Hehehe

Posted by Zool Khibri Abdul Khalib > 2015-07-08 15:53 | Report Abuse

Please drop 19sen

Posted by Lollipot Anison > 2015-07-08 15:54 | Report Abuse

one stupid question. is tsmc linked with frontkn?

Posted by blackul66 > 2015-07-08 16:06 | Report Abuse

Aiyoyo, jgn drop to 0.19 cent laa, 19 cents is ok, 0.19 cent , people will jump off klcc

Posted by blackul66 > 2015-07-08 16:07 | Report Abuse

Just say half cent bro, that is minimum

Posted by Awesome > 2015-07-08 16:33 | Report Abuse

Lol.. morning a lot of queue sell just now panic sold off @0.245 and @0.25 just now.. well done operator.. now anytime want to push up will be a lot easier.. huhu

Posted by Zool Khibri Abdul Khalib > 2015-07-08 17:10 | Report Abuse

Hope drop 19sen 1 month.. Then push

Posted by dnn78 > 2015-07-08 17:51 | Report Abuse

19sen mana cukup, 10 cents la so you can buy bigger lot

Posted by SPECIAL_ID > 2015-07-08 17:51 | Report Abuse

Waiting share buy back or break 0.285 join again..

Posted by daretoplay > 2015-07-08 17:54 | Report Abuse

zool hope very long ady..but never happen..there are multiple support before it could even drop further..cant see it happen..Wait it to go up now once the market sentiment recovers

Posted by HakChai > 2015-07-08 17:58 | Report Abuse

Lollipop Anison, that's a stupid question...

Posted by Lim Elson > 2015-07-08 19:08 | Report Abuse

hmm... not bad.. still stand strong...

Posted by kamikazezz > 2015-07-08 21:01 | Report Abuse

TSMC Dims Outlook as Competition Heats Up, Smartphone Demand Cools
By ARIES POON
Updated April 16, 2015 6:45 a.m. ET
TAIPEI— Taiwan Semiconductor Manufacturing Co. on Thursday projected lower revenue for the current quarter, citing escalating competition, tapering smartphone demand from emerging markets and a strengthening Taiwan dollar.

For the second quarter ending June 30, the iPhone chip maker expects revenue of between 204 billion New Taiwan dollars (US$6.52 billion) and NT$207 billion. That would be down 6.7% to 8.0% from the previous quarter, but 11% to 13% higher than a year ago.

Sales at TSMC are seen as a barometer of global technology demand since the company is the world’s largest maker of non-memory microprocessors based on others’ designs.

Market-research firm IDC says global smartphone shipment growth is set to slow to 12% this year, from 26% growth in 2014, as the market matures and becomes more crowded. Weakness in the euro and emerging-market currencies is also hurting smartphone demand in some parts of the world.

Adding to TSMC’s woes, Qualcomm Inc., one of its major customers, lost a massive contract to supply its new Snapdragon 810 processors to Samsung Electronics Co. Rising supply of cheaper Chinese-made chips is also putting pressure on incumbent players.

TSMC co-Chief Executive Mark Liu said revenue generated from contract chip manufacturers world-wide is likely to grow around 10% this year, down from the company’s prior estimate of 12% growth. The Taiwanese chip maker maintained that its own revenue growth would still be “several percentage points” above the industry average.

“Some mobile customers cut back their delivery schedule because demand didn’t come as they had anticipated,” Mr. Liu told an investor conference in Taipei.

“But we think [these customers’] inventory adjustment will be complete by the end of the second quarter. The end market of smartphones will still have healthy growth this year,” he added.

TSMC’s lower outlook came after the company reported its second-most profitable quarter. Net profit in the first quarter jumped 65% to NT$78.99 billion, while revenue rose 50% to NT$222.03 billion, meeting the company’s target.

Last year, TSMC broke Samsung’s monopoly and became the primary supplier of chips for iPhones. Apple’s massive orders pushed TSMC’s revenue and earnings to record highs in 2014.

However, TSMC is heading into a slower year, as it expects to lose some orders to Samsung, which is months ahead in migrating to the next-generation 14-nanometer chip process technology and putting TSMC’s contract with Apple at risk.

TSMC Chief Financial Officer Lora Ho said the company is reducing capital spending for this year by US$1 billion to a range of US$10.5 billion to US$11 billion. She said it was because the chip maker is speeding up its conversion of equipment to more advanced process technology, resulting in less investment on new machines.

Posted by Awesome > 2015-07-08 21:30 | Report Abuse

@kami thx for the sharing

Posted by Zool Khibri Abdul Khalib > 2015-07-09 01:28 | Report Abuse

Yaa.. Hust hope.. Not hopping

Posted by blackul66 > 2015-07-09 07:54 | Report Abuse

Wall street start to panic

Posted by r°Moi > 2015-07-09 07:57 | Report Abuse

BLACK SWAN.... RUN RUN RUN


Greece has been around for year... nah


FED has been talking about it for a long while... nah


The destruction of wealth in China... the wealth of middle class Chinese in China... well some may have thought about that...

But.... the suspension of more than half of all those companies listed in China.. likely more to come .... now who would have thought about that... The "If you can't sell what you want you would sell all that you can"... Yes.. This would definitely looks like a BLACK SWAN.....


BLACK SWAN...... KLCI DROP TO 1500?!!


BETTER SELL ALL YOUR OTHERS COUNTERS IN BURSA... SELL ALLLLL......ALL...!!! RUN RUN RUN!!!!

RUN RUN RUN!!!!!



DJ dropped 261 last night as they were worried precisely about this ... DJ SP are now below their 200d SMA

Posted by blackul66 > 2015-07-09 08:26 | Report Abuse

it is not the -261 drops that worries me, that amount is chicken feed only compare to what DJ experience back in 2008, what scares me is what is the actual drop if there is no trading halt. Most company listed in Shanghai also suspended to avoid more bloodshed

Posted by r°Moi > 2015-07-09 08:33 | Report Abuse

DJ S&P are now below their 200d.....



Down 2 bids.... at least

Sell any counter and the next time you look at it... it is down 2 bids

Don't believe... try it out

Posted by blackul66 > 2015-07-09 08:34 | Report Abuse

remember back in october 2014 , it drops below 200 SMA, just to regain back within 2 weeks and going up even further, ha ha ha

Posted by blackul66 > 2015-07-09 08:36 | Report Abuse

enough of talking about DJIA, boring laa.....

Posted by k8118k > 2015-07-09 08:39 | Report Abuse

KLCI open 1680

Posted by blackul66 > 2015-07-09 08:49 | Report Abuse

will it break 1670, i surely hope not because it will be harder to recover....

Posted by k8118k > 2015-07-09 08:51 | Report Abuse

open 1684

Posted by JN88 > 2015-07-09 08:54 | Report Abuse

No worry rmoi ...today you can collect cheaper....Dji follow KLSE ,not KLSE follow dji..

Posted by blackul66 > 2015-07-09 08:56 | Report Abuse

ah jib issue also start infecting wall street.... lulz

Posted by k8118k > 2015-07-09 08:57 | Report Abuse

open 1685

Posted by JN88 > 2015-07-09 09:16 | Report Abuse

Letter from ahjib that going to sue WSJ cause dji drop almost -2++...don play play..