Posted by abn10 > 2020-05-15 19:57 | Report Abuse

This is just my opinion, we have to see how ng wai going to tell about this. Because i think the semicon business is not all about 1 1=2..its rather complex.

Posted by newcomer1388 > 2020-05-15 22:54 | Report Abuse

stupid company. dont touch. u touch u die

Posted by popo92 > 2020-05-16 14:58 | Report Abuse

There will be no issues for TSMC at all since their foundry position is still irreplaceable. Is this applicable on advanced precision cleaning? Frontken can decide to expand us so can their competitors. Unless you believe inventories should grow a lot globally, splitting to two different regions will not be cost efficient for the rest supply chain players.

Posted by newbie8080 > 2020-05-18 13:51 | Report Abuse

@abn10

Understand your perspective on it.

Just to share my thoughts.

TSMC depends greatly on their customers needs. One of the largest being Apple.

Apple generates about 45% of revenue comes from US, I believe it makes sense for TSMC to have their operations in US to support one of their biggest clients.

Besides that, this Covid-19 and trade war, also reveals that operation should not be based in a single location to avoid country risks, and political issues.

However, whether TSMC would actually build it operations in US , would depend who is the next president of US in November 2020.

Furthermore, TSMC mentioned that actual construction will only begin in 2021, it shows that TSMC is also waiting to know the results of the election in Nov.
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Posted by abn10 > May 15, 2020 7:55 PM | Report Abuse

@newbie8080 there are many factors come into play. One of them might be because of increasing demand since we all know tsmc is the largest semicon globally. Unless of u think that tsmc would split its orders into two regions, while the demand is still the same, tsmc might be going in the wrong way which i think they are not. My take is that whenever tsmc keeps growing its business, we know that frontken has made a great deal of businwss with tsmc when they made an agreement to supply for them. And FYI, frontken EV/EBITDA is still highly undervalued

Posted by S_ken > 2020-05-18 15:18 | Report Abuse

https://www.storm.mg/article/2650616?fbclid=IwAR17ZWNcnOQFhLc7b__hKzM0-2NiAEStQ5FhP73pSJ-tC6TtqqUs3ga0ydk

Posted by newbie2y > 2020-05-18 21:21 | Report Abuse

opinion from a fund manager who owns tsmc..
https://youtu.be/AwB6Q1PvfOA

Posted by abn10 > 2020-05-19 12:57 | Report Abuse

@newbie2y could u please summarize the video?

Posted by newbie2y > 2020-05-19 17:47 | Report Abuse

@abn10, in summary, basically he does not see the arizona plant to be a negative for tsmc, whether it is strategically, economically, politically wise, hes not concern of drop of huawei's sales as well, as long as tsmc maintains its lead in the adv techs. In the video he also mentioned the capex, production, time horizon and techs for the arizona plant, added in some history lessons as well to support his argument.

Posted by abn10 > 2020-05-19 21:57 | Report Abuse

Good insights. Thanks for the info

Posted by newbie2y > 2020-05-29 16:56 | Report Abuse

what a wonderful finish!

Posted by newbie2y > 2020-06-02 09:41 | Report Abuse

Frantastic Frontken!

Posted by Cakes Moon > 2020-06-02 09:46 | Report Abuse

Looks like uptrend is intact!!!

Posted by calvintaneng > 2020-06-02 11:53 | Report Abuse

NG WAI PIN 13-May-2020 Disposed 34,400,000 - View Detail
MR NG WAI PIN 04-May-2020 Disposed 250,000

My dear friends

Calvin has been watching Fronken since it was 15 sen few years back

Fronken has grown very well

But Calvin sees BIG DANGER in Fronken now for 2 Very Strong Reasons Why You MUST SELL Fronken NOW!!!

1. REASON NUMBER ONE IS THE DETERIORATING ENVIRONMENT OF SINGAPORE DUE TO COVID 19 IMPACTING BUSINESSES & WORKERS

SEE THIS

Business Background of Fronken

Frontken Corp Bhd is Malaysia-based investment holding firm. The company with its subsidiaries are engaged in provides surface and mechanical engineering solutions, serving a wide-range of heavy industries such as Oil and Gas, Power Generation, Semiconductors, and Marine industry. It also provides various specialized engineering services, such as thermal spray coating, cold build up coating, plating and conversion coating, specialized welding, precision cleaning, abrasive blasting, machining and grinding. In addition, the company provides surface treatment and precision cleaning for the thin film transistor-liquid crystal display and semiconductor industries. Most of its revenue comes from Singapore market, while it also has a presence in Malaysia, Taiwan, and other countries.

Read again

Most of its revenue comes from Singapore market, while it also has a presence in Malaysia, Taiwan, and other countries.

It says, Most of its revenue comes from Singapore market

Singapore where i live is in dire straits now. All businesses will no longer be the same after Covid 19

So Fronken will ALSO BE IMPACTED & SUFFER CORRESPONDINGLY


2. SECOND REASON IS APPARENT

See


KLSE: FRONTKN (0128) FRONTKEN CORP BHD MAIN : Technology
Last Price Today's Change Day's Range Trading Volume
2.70 +0.17 (6.72%) 2.54 - 2.72 3,647,400

Insider - Director
All
Acquisitions
Dispositions
Others
Hints :
[1] Click the View Detail icon table to view the detail page.


Price
NG WAI PIN 13-May-2020 Disposed 34,400,000 - View Detail
MR NG WAI PIN 04-May-2020 Disposed 250,000

INSIDER DIRECTOR IS NOW SELLING & ESCAPING

SO PLEASE SELL FRONKEN NOW!!

THEN HOW?

THEN SWITCH TO RGT (9544) BECAUSE THIS ONE COULD BE ANOTHER FUTURE FRONKEN IN PROGRESS

Final decision is Yours

Regards

Calvin Tan
Jurong, Singapore

11.53pm June 2nd 2020 Singapore time

Posted by GooShem > 2020-06-02 12:06 | Report Abuse

here come the sohai that ask people buy supermx and netx

Posted by GooShem > 2020-06-02 12:06 | Report Abuse

sohai calvin, when netx go 5 cent?

Posted by abn10 > 2020-06-02 12:35 | Report Abuse

Calvin want to do softselling, but at the end, he just exposed himself doing the hardselling part..lol

Posted by newcomer1388 > 2020-06-02 17:29 | Report Abuse

calvin is rich because of his esceram share hahhahahhaaha

Posted by GooShem > 2020-06-02 17:51 | Report Abuse

sohem calvin fyi, frontkn is challenging all time high 2.68 today.

Posted by Cakes Moon > 2020-06-02 20:01 | Report Abuse

This is the next rising star, going to break RM3 in no time. Very strong.

Posted by GooShem > 2020-06-03 09:54 | Report Abuse

where is calvin ? where is calvin ? where is calvin ? pee ka boo

Posted by GooShem > 2020-06-03 10:10 | Report Abuse

2.91...wtf

Posted by newbie2y > 2020-06-03 10:14 | Report Abuse

frontken the great!

Posted by GooShem > 2020-06-03 14:58 | Report Abuse

full u turn ... thats why need take profit

Posted by newcomer1388 > 2020-06-03 15:04 | Report Abuse

shit lor didnt take profit

Posted by rr88 > 2020-06-03 15:09 | Report Abuse

What a fuking beautiful shooting star candle. The best i hv ever seen. Google to understand what it means. Run to the hill now.

Posted by GooShem > 2020-06-03 15:10 | Report Abuse

worse is may close red ...

Posted by mayzam > 2020-06-03 15:43 | Report Abuse

close red?

Posted by newcomer1388 > 2020-06-03 16:28 | Report Abuse

ya confirm close red... bye bye

Posted by GooShem > 2020-06-03 16:32 | Report Abuse

sorry all, i run all 3.0, then hand itchy rebuy 2.86 10000 shares cut loss 2.76 ....

Posted by abn10 > 2020-06-03 16:36 | Report Abuse

If it closed red..does it mean a shooting star candle stick is formed?thus, trend reversal may happen? I dont know much about candlestick.

Posted by newcomer1388 > 2020-06-03 16:50 | Report Abuse

Yeah likely to go down tomorrow. Just sell when market opens slightly higher than today’s price

Posted by newcomer1388 > 2020-06-03 16:50 | Report Abuse

Today’s closing price

Posted by Seeyounoup > 2020-06-03 16:53 | Report Abuse

wah jia lat fronktn.. what happend . the candle stick show so contrast to glove stock , one is bull another is bear

Posted by momo33 > 2020-06-03 17:00 | Report Abuse

got played by the sharks..

Posted by PeterJamesLim > 2020-06-03 17:10 | Report Abuse

so calvin is right after all...

Posted by GooShem > 2020-06-03 17:16 | Report Abuse

PeterJamesLim so calvin is right after all...
------------------
he said rgtech is next frontkn, so he only right if rgtech as high as 3.06

Posted by abn10 > 2020-06-03 17:48 | Report Abuse

Right like what? He eventually selling another stock name...isnt it obvious? lol

Posted by abn10 > 2020-06-03 17:50 | Report Abuse

Glove stock showing lack of selling pressure at the end of the trading day. Means that today selling is just panic selling from traders, regarding the news on the margin thing by banks.

Posted by Cakes Moon > 2020-06-04 07:57 | Report Abuse

Frontkn will goes up again

Posted by 1688dayday > 2020-06-04 08:18 | Report Abuse

Wonder what really happen yesterday to frontkn. Is it just simply profit taking? That’s a huge dip! And quite a lot trapped above 2.95

Posted by cheer76 > 2020-06-04 08:40 | Report Abuse

I think those people change counter to sell it down or too worry. I can see 100% for 1000 lots or above purchase have never sold out.

Posted by James Ng > 2020-06-04 08:55 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-06-04-story-h1507986685.jsp
[转贴] [FRONTKEN CORP BHD：不断努力提高集团效率所带来的收入提高和利润率提高] - James的股票投资James Share Investing

Posted by tmathi > 2020-06-04 15:00 | Report Abuse

Looks like everyone back in glove again :-)

Posted by abn10 > 2020-06-04 15:03 | Report Abuse

tmathi its obvious based on yesterday candlestick..glove begin yesterday with panic selling but regain its momentum at the end of yesterday trading session..

Posted by laychee > 2020-06-04 17:18 | Report Abuse

Yesterday gloves pengoreng spreaded words the current price was still far away from banks' target price. Banks are actually the ones that are pushing the gloves price up.

Posted by joyvest > 2020-06-04 22:21 | Report Abuse

1st time here.what the hell is going on with this counter?

Posted by abn10 > 2020-06-05 16:37 | Report Abuse

@joyvest i remember seeing u somewhere else, tell me its not here? What do u mean what is going on? Nothing anomaly happened as of today. No bad news either. Unless u are intraday player, can go to glove counter

Posted by newbie2y > 2020-06-05 18:16 | Report Abuse

from the annual report, getting new hdd customer soon, new cleaning lines to be ready in 3rd quarter..
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3056543

Posted by joyvest > 2020-06-05 23:34 | Report Abuse

Abn10,its not here but try to explore if there is any goodness of this counter.....perhaps you can enlighten me on this...

Posted by abn10 > 2020-06-09 11:09 | Report Abuse

@joyvest watch for the 5g prospect