Posted by gooman > 2 months ago | Report Abuse

China's semiconductor companies report stellar operational gains despite US crackdown
https://www.globaltimes.cn/page/202408/1318422.shtml

Posted by Cakes Moon > 2 months ago | Report Abuse

With US fed is cutting interest rate, I bet technology stock PE ratio will be unleashed!!!

Posted by Willtolive > 2 months ago | Report Abuse

Buy more

Posted by SyahSyah > 2 months ago | Report Abuse

ada harapan

Posted by gooman > 2 months ago | Report Abuse

Intel rose by almost 10 percent on Friday

Posted by gooman > 2 months ago | Report Abuse

https://asia.nikkei.com/Economy/Trade/Thailand-Malaysia-see-strong-export-rebound-on-tech-upcycle

Posted by Tanleechoo > 2 months ago | Report Abuse

2/H 2024 will be flat.. not much innovative products n poor div yield .. future is bleak ?

Posted by SyahSyah > 1 month ago | Report Abuse

penta..naik

Posted by mf > 1 month ago | Report Abuse

IDF eliminates commander of Hezbollah's missile unit, may have eliminated also IRGC commander
Story by JERUSALEM POST STAFF • 21h • 1 min read

Posted by Willtolive > 1 month ago | Report Abuse

China rally just started, don't sell

Posted by Tanleechoo > 1 month ago | Report Abuse

Top mgt should focus on the core business.. the Bayana food court nothing to attract n never think back of going back to eat there ..

Posted by neohts > 2 weeks ago | Report Abuse

Result should be out soon.
Good luck.

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

7th of November.
Any news?

Posted by neohts > 2 weeks ago | Report Abuse

Based on today closing, I got a feeling results not good. People sell before announcement.

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

Money coming in is stronger than money coming out
The QR might be bad, but the most important thing that I'm looking for is the aspect of this business. No point looking at the business performance that was a quarter ago.

Posted by neohts > 2 weeks ago | Report Abuse

https://www.nytimes.com/2024/10/31/technology/intel-earnings-loss.html

Not sure this news affect local technical stocks as most company support INTEL.

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

My guess is intel will only start to purchase equipment when there is a demand. The newly built factories are not going to be in operations any soon. This is a rumour that's widely known in the industry. By the way, penta has more to deal with automotive (China EV players) , medical device (abbot, Boston scientific...) and electro optical (iPhone). Intel pg15 is right beside their Bayan Lepas HQ, but nothing much to do with their core business.

Posted by Souljaboiiii > 2 weeks ago | Report Abuse

This is an old news bruh, and the impact has already shown in all the penang semicon companies stock prices, especially UWC. Yes, penta automotive division is definitely "slowing down" but the orders are not cancelled. When their medical division finally takes off, we can expect easily 30-40% price appreciation. It's a medium risk, medium reward stock at this moment.

Posted by curiousq > 1 week ago | Report Abuse

The Group closed its 3Q2024 with a profit before taxation of RM21.4 million (3Q2023: RM37.5 million), representing a decrease of approximately 43.0% from the same period last year, mainly impacted by the lower ATE sales volume and the significant depreciation of the U.S. dollar against the Ringgit which has led to an unfavourable foreign exchange loss. However, the bulk of this foreign exchange loss remained unrealised as the foreign currencies have not been converted into Ringgit.

Their sales are in usd?

Posted by Souljaboiiii > 1 week ago | Report Abuse

Customers especially the medical side are from the US.

Posted by EatCoconutCanWin > 1 week ago | Report Abuse

Trump win will impact?

Posted by gooman > 1 week ago | Report Abuse

RHB noted that Pentamaster’s 3QFY2024 pre-tax profit margin improved sequentially to 9.7% versus 6% in 2QFY2024, thanks to higher-margin projects.
“This offset the weaker factory automation solutions margin, which dropped 5.1 percentage points to 28.2%, due to higher material cost,” it added.
Nevertheless, RHB retained its 'buy' call on Pentamaster and unchanged TP of RM5.95, pending Pentamaster’s analysts briefing later on Friday.
The house anticipated Pentamaster to deliver annual earnings of RM95 million for FY2024 and RM126 million in FY2025 as at press time.

Posted by swissvillage > 5 days ago | Report Abuse

BlackRock Plows $2 Billion Into Momentum Stocks After Election
MTUM posts record inflow while $1 billion exits from IUSB
BlackRock’s model team positions for post-vote relief rally
https://www.bloomberg.com/news/articles/2024-11-11/blackrock-blk-plows-2-billion-into-momentum-stocks-mtum-after-election?embedded-checkout=true