Posted by newbie8080 > 2021-10-14 19:51 | Report Abuse

Next AGM, must inquire whether frontken will follow to provide their services in TSMC new plants eg: US and now Japan?

Posted by staypositive > 2021-10-14 23:35 | Report Abuse

@newbie8080 that's a lot of profits rushing in!

Posted by asml_tsmc > 2021-10-15 09:21 | Report Abuse

The latest bought-on-dip shares (10% from most recent high RM4) are also in the green at the moment. Very happy to buy more if it drops lower or keep current holdings and ride the growth

With the latest TSMC 3Q2021 results and expansions in place, it is proof that TSMC's leading semiconductor chips and process node technology are unsurpassed. So long as TSMC's grows and Moore's Law holds, so will Frontken

Frontken the Perpetual Growth Company

Posted by staypositive > 2021-10-15 12:44 | Report Abuse

Tsmc's leading edge tech should lead for at least another great 10 years

Posted by ali baba > 2021-10-15 17:06 | Report Abuse

https://www.donga.com/en/article/all/20211015/2985115/1

Japanese foundry, operational by late 2024 with 22nm and 28nm tech. It will cost USD7Bil.
Sony will take a share on this foundry.

Posted by hondacrv > 2021-10-17 09:35 |

Post removed.Why?

Posted by ali baba > 2021-10-17 12:28 | Report Abuse

https://www.cnbc.com/2021/10/16/tsmc-taiwanese-chipmaker-ramping-production-to-end-chip-shortage.html

https://www.youtube.com/watch?v=GU87SH5e0eI

American foundry at Arizona, operational by 2024 with 5nm tech. It will cost USD12Bil. Capacity is 20K wafers/month.

Posted by asml_tsmc > 2021-10-20 09:31 | Report Abuse

Looks like Frontken will break through all time high RM4 soon. Patience always pays off for a perpetual growth company

Posted by morivae > 2021-10-20 10:34 | Report Abuse

@newbie8080 I wonder the same question too, but if i wasn't wrong last time around the management do mentioned that supporting TSMC in US would be quite tough in term of operational cost.

Posted by abusabbath > 2021-10-20 11:23 | Report Abuse

concrete block at 4.00... need rocket..

Posted by Jack888 > 2021-10-20 11:41 | Report Abuse

Go..go..go 4.00 coming.

Posted by Cakes Moon > 2021-10-20 16:54 | Report Abuse

Frontkn is rising!!!

Posted by abusabbath > 2021-10-21 11:07 | Report Abuse

yeah..frontkn strong kaunter...

Posted by staypositive > 2021-10-26 10:55 | Report Abuse

We are getting ready

Posted by staypositive > 2021-10-26 15:48 | Report Abuse

Operator pressure 99 as usual =/

Posted by HamsterHuat > 2021-10-28 17:21 | Report Abuse

closing rm3.80
good or bad?

Posted by staypositive > 2021-10-28 17:32 | Report Abuse

On track. Est 26-28m PAT if above would be great. Next year would be superb

Posted by cheeseburger > 2021-10-29 22:20 | Report Abuse

windfall tax , just nice cross the 100mil profit

Posted by greatinvestor > 2021-10-29 23:12 | Report Abuse

Just one off tax no worry la

Posted by staypositive > 2021-10-30 01:27 | Report Abuse

Small matter for Frontkn, more worrying for banks or blue chip companies

Posted by Cakes Moon > 2021-11-01 18:11 | Report Abuse

Sick with taxes, better switch fund to Singapore market or US.

Posted by ali baba > 2021-11-01 20:12 | Report Abuse

https://www.techpowerup.com/288448/trendforce-annual-foundry-revenue-expected-to-reach-historical-high-again-in-2022-with-13-yoy-increase-with-chip-shortage-showing-sign-of-easing

Posted by AbangRedTea > 2021-11-02 16:54 | Report Abuse

tomorrow QR out?

Posted by newbie2y > 2021-11-02 20:23 | Report Abuse

yes abangRedTea, mostly likely tmr or fri...hopefully management provide some updates on the new kaoshiung facility...

Posted by HamsterHuat > 2021-11-03 07:56 | Report Abuse

Sell Sell Sell...it gone be WindFall Tax....
hahaha

Posted by morivae > 2021-11-03 10:25 | Report Abuse

yea, at current rate Frontken would kena the windfall tax too

Posted by staypositive > 2021-11-03 10:55 | Report Abuse

Kanjiong apa? Haha

Posted by Oliver Ooi > 2021-11-03 13:20 | Report Abuse

positive QR result, fly fly fly at afternoon session?

Posted by satt1984 > 2021-11-03 13:32 | Report Abuse

i thought their business majorly contribute from taiwan? did i get myself wrong. What the hell of windfall tax kena with frontken?

Posted by Oliver Ooi > 2021-11-03 13:37 | Report Abuse

@satt1984, and then in the report also doesn't mention at all, let's see upcoming will be mentioning or not. the windfall tax mostly depend on company's revenue, if you recorded more than the requirement surely will get taxes.

Posted by oskchoon > 2021-11-03 13:43 |

Post removed.Why?

Posted by yyt0904 > 2021-11-03 13:47 | Report Abuse

如果政府真的实施暴利税还是什么税都好，受影响的是整个行业，不是单一公司，所以不需要怕，只要做好自己，既来之则安之，不需要烦恼太多，股价短期肯定会有波动，长期根本不在怕

Posted by investortrader88 > 2021-11-03 13:49 | Report Abuse

Good qr.hope will break RM4.good luck guys.

Posted by Ong_ong > 2021-11-03 14:27 | Report Abuse

https://www.theedgemarkets.com/article/semiconductor-og-segments-lift-frontkens-3q-net-profit

Posted by ali baba > 2021-11-03 14:38 | Report Abuse

1. Cukai Makmur is not on Company Revenue if I get it right. It is on Profit and only companies with profit above RM100mil.
https://www.nst.com.my/business/2021/11/741675/government-generate-least-rm95bil-cukai-makmur-2022-budget

2. Frontken is likely kena Cukai Makmur because historically, their Q4 profit is higher than other Quarters.
3. But is this a problem? It is only one-off topic and if you look at their Kaoshiung plant, it is a multi-year growth story to support 5nm. 4nm, 3nm, 2nm and even 1.4nm process node cleaning.
4. Q2 to Q3 comparison
4a. revenue = increased 7%
4b. pat = increased 11%
4c. net cash from operating = increased 90%
4d. taiwan segment revenue = increased 9%
4e. taiwan segment profit = increased 8%

Posted by morivae > 2021-11-03 15:20 | Report Abuse

windfall tax is just pinch on the company, fundamentally the company still doing great. Just hoping could collect the son at a better price.

Posted by wunan91 > 2021-11-03 15:53 | Report Abuse

cukai makmur will be taxed at company level and not at group level..revenue or profit from Ares Green will not be taxed with cukai makmur since operating in Taiwan..

Posted by wunan91 > 2021-11-03 15:54 | Report Abuse

people who talked about cukai makmur on frontkn are person who has no knowledge of taxes.

Posted by Oliver Ooi > 2021-11-03 16:03 | Report Abuse

for me, taxes this kind of thing everywhere also having it. just matter more or less, and as long as the company business still had value to investor.

Posted by Aries > 2021-11-03 16:05 | Report Abuse

Opportunity to add more when people are selling on news. Frontkn will continue to grow for the next 3 years.

Posted by newbie8080 > 2021-11-03 16:11 | Report Abuse

The QR report didn't provide more details on whether frontken will expand into other countries eg: US and Japan where their existing customers are planning new plants.

Posted by Aries > 2021-11-03 16:19 | Report Abuse

Frontkn provides precision cleaning to it's major customer. The customer will not switch suppler easily as the cleaning process is very stringent. The less variable the better it is.

Posted by snowballing > 2021-11-03 17:16 | Report Abuse

newbie8080, frontken doesn't need to setup a plant at Arizona or Japan to support TSMC expansion... the cost of air freight the material back to Frontken Taiwan or Sg for precision cleaning then sen tit back will be cheaper than setup a new plant there... the same way how they support chinese client now...

Posted by snowballing > 2021-11-03 17:17 | Report Abuse

suggest to spend some time reading the Q&A from past AGM...alot of insight...
https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=116301&name=EA_GA_ATTACHMENTS

Posted by staypositive > 2021-11-03 18:31 | Report Abuse

TSMC will only start production in US or Japan in 2024. So any planning to set up there would most likely be discussed next year

Posted by asml_tsmc > 2021-11-04 02:02 | Report Abuse

Another double digit year over year performance

Frontken The Perpetual Growth Company

Posted by InvesterD > 2021-11-05 10:36 | Report Abuse

in the Q&A it is been estimated continue growth for the next 5-8 years for Frontken. Should I buy more Frontkn-WB then?

Posted by ali baba > 2021-11-05 11:33 | Report Abuse

Happy Cukai Makmur!!
Cheers!!

Posted by investor2021trading > 2021-11-05 11:58 | Report Abuse

shoot past 4.00 boom pipi!

Posted by Cakes Moon > 2021-11-05 12:16 | Report Abuse

All the way up!!!
TSMC also +2%