Look at the profit then you will know even in peak USD97.2 per barrel also DNEX did not gain so called superb result, everyone is looking at the wafer shipments as the main profit that make DNEX jump........if really as mention oil can jump up 2x profit, I don't believe those people will not jump in by now.......
DNEX is supposed to be in profit but problem is their so called profit nothing outstanding. Worst if they in losses like last quarter. You will know what I mean if you review their qtr profit from 2021/2022, their profit drop like 70% never recover till now......
Rough estimate : 2020 : -14 million, 2021 : 103 million, 2022 : 550 million, 2023 : -170 million, so called new financial date 31 Dec 2023 : 46 million.......this is why the share jump flying in 2021/2022 period, I think by now everyone also should know why it crash down after that with such result.......
Niise contract should be announcing soon? Dnex is one of 3 contenders for the tender. Anyone saw any reports of when roughly tender results be announced?
expect another announcement about collaboration or mou between with Silergy corp., coincidence with what PMX just announcement recently about establishing IC design hub at puchong area??
A discussion with Dagang NeXchange Berhad (DNeX) and Silergy Corp (Silergy) delegations on how to further develop the country's semiconductor industry.
MITI is drafting a Semiconductor Strategic Plan for Malaysia with various incentives to attract strategic investment especially to encourage more front-end activities in the semiconductor industry in our country.
Buying at above RM0.9 is very different from buying at RM0.4. The risk is definitely reduced. The opportunity is definitely increased. Nothing is guaranteed. We are talking about probability.
it go up 0.9 because speculate foxconn want build factory.. but now dispute with china partner.. then this la that la.. take in useless director.. all type of mou.. useless. pandai blow water.
If they can get syed mokhtar come in. He is valued at RM55bil. Then maybe yes (since they needed to be bumiputra).. But they went and got those rubbish director.. useless.. cannot help the silterra grow.
To be sure, wait for the next push with trading volume. This can be the strategy to use to accumulate. Every push we can buy some. Every drop beyond the last bought, we sell some. Share market is all about probability.
its a healthy situation at this level for accumulation. Exactly 2 weeks after the recent jump, price never drop below 39. and today still got ppl buying at a very impressive rate, 80% !!.
Lim said he welcomed Chow’s announcement over the interest by three China-based semiconductor companies who were keen to invest in Penang with total investments of US$100 million which would help bolster the state’s back-end manufacturing ecosystem.
The three companies were China Wafer Level CSP Co, Ningbo SJ Electronics Co and Wuxi AMTE Inc.
But Lim still said Penang should learn from Selangor’s success to set up a semiconductor accelerator and IC design park as such a move would reinforce the northern state’s position as Malaysia’s Silicon Valley. ______________________________ DNEX's Silterra 28mm Wafer will be under threat from China Wafer investment in Penang
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ken2004
1,707 posts
Posted by ken2004 > 2024-04-21 21:23 | Report Abuse
Look at the profit then you will know even in peak USD97.2 per barrel also DNEX did not gain so called superb result, everyone is looking at the wafer shipments as the main profit that make DNEX jump........if really as mention oil can jump up 2x profit, I don't believe those people will not jump in by now.......