I don't know what is going on but you are quite right to say that something is happening behind the scene. Transaction vol of coming to 200 million shares is another issue? Why changing hands at this share price level after the 2 trenches of PP? To cater for foreign buyers?
Gov is certainly looking a Grouping Set-Up like PH---Dnex is more software ( Hardware--Zero? ) So Iris is a Better choice ( Theta is such "small Co"---selling nasi lemak Okay )
If price push up fast---must take profit-----One billion project over 3 years is RM300mil / year Or 75mil per Qr. 75mil / Qr will NOT improved DNex Net Profit by alot!!!!!!!!!
TSMC at taiwan has a output limitation, because producing wafer need to use alot of water. Malaysia got alot of this natural resource which make it an ideal place to build plant.
The Bank of Canada trimmed its key policy rate on Wednesday to 4.75% from a 23-year high of 5% while making clear the pace of further cuts would be gradual.
If Dnex secured NIISS, Management has to raise RM400mil minimum thru RI ( maybe 50sen ) About 800mil shares added to current 3.4bil----DonT eat to many " hard boiled Egg "---Dnex technology is only 28nm, current IC boom is 2nm and TMSC spend $800 Bil to develop 2nm ( about RM3.7 Trillion )
As far as I know, 70% semi conductor global demand is 28 nm or bigger. 3nm is for less than 5% of the global demand. DNeX can only aim at those matured semi conductor's market. With the sanctions from US and EU to China, Malaysia will benefit from it.
There is a difference for YTLPower with Nvidia. YTLPower is Nvidia's client. The plant is located in Johor. We are still waiting for the Semi-conductor Hub in Selangor that the Google has announced USD2 B investment over the next 10 years.
The prospect of DNeX is bright. There are many possibilities. Which path to take and who can make that decision is the so callled the "problem". One possibility is to list "Ping' and "Silterra".
Once TMSC perfected Wafer for 2nm Transistor, 28nm Transistor will be like yesterday Black/White TV vs 50inch OLED TV today ( will happen in 3 years ) Why used 28nm, when 3--7nm is much Cheaper---Car Display Panel almost "Function" like a LapTop
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....
Gaussian
3,123 posts
Posted by Gaussian > 2024-06-05 14:09 | Report Abuse
It’s cumming. to RM 4-6 lol