rr88 could be correct as oil slip & it means the data labour in US will be bad. So they will be a knee jerk down and then go up when Fed confirmed cut rates cut.
Index uptrend still intact. Hanya orang otak udang menyalak setiap kali. Itupun seorang penipu bersiri. Cakap banyak habuk pun tarak. Hidup dia penuh dengan penipuan dan syiok sendiri wakakaka. Terbukti banyak kali
Kenot..lah uncle. Last time drop to 0.715 l let you to collect. Then jump to 0.94. Untung you uncle. Now no more larr. I better collect myself. Cause operator is trapping billis to sell and pick up as low as possible...hahaha
The company has secured RM85.52 million purchase order for AI super servers from a leading e- commerce platform in S.E Asia and Taiwan. This order is to supply a data centre located in Johore Bahru and are expected for delivery in August 2024. To highlight to you, Johore Bahru is the fastest growing market for data centre in S.E Asia.
The growing demand of AI super server, could uplift SNS financial performance with gross profit margin of 15% which is higher than the existing core business (which contribute gross profit margin 5%). So, combining both AI frenzy and its existing commercial channel remains major contributor for the revenue, it is anticipated SNS earnings to grow for FY2024-FY2027 at CAGR 39%
SNS also maintain a solid balance sheet, with a gearing ratio of 0.13 times as of 4Q FY2024. Together with 3% FY2025F dividend yield, SNS is an attractive proposition at 11 times FY2025F per earning ratio. As of today, the increased 369% market capitalization derived from an increase of PE from 8.1 to 52.47.
The future is bright and diverse. With more data centre being set up in the country, the demand for Ai super servers will continue to be strong for the next few years. On going, SNS has upgrade their offerings including cloud computing and cybersecurity solutions.
I foresee more to come for SNS. As many analysts quoted, the worst is over for technology sector. This connotation applies to darling SNS with in near term there is still 60% chance the price to go higher from its current value after one year. To support this statement, order book already hit above target, strong revenue growth driven by expansion plans and strategic contracts to be announced soon.
Red ka? Red in a green market is no good. Understand? Get the hell out of there. Its because 0.715 pullback did not do the job. In plain english, it will go much lower than 0.715.
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....
abcb
3,047 posts
Posted by abcb > 2024-07-05 12:13 | Report Abuse
Be cautious!overbought and overvalued