paktua seperti biasa akan share own game base on projection.
RP Range base on ipo rm0.28 1-RP+80=rm0.32 2-RP+120=rm0.34 3-RP+180=rm0.37 4-RP+240=rm0.40 5-RP+300=rm0.43 6-RP+450=rm0.505 7-RP+600=rm0.58 8-RP+900=rm0.73.
T-Days Cycle (Base on 6hb Nov 24) P-23=6hb dec 24 P-34=23hb Dec 24 P-47=13hb Jan 25 P-54=22hb Jan 25 P-77=28hb Feb 25
paktua set game P-77 as own deadline.. 1-S-57 set at RP+600=rm0.58. 2-S-43 set at RP+900=rm0.73
3REN - operates in the semiconductor and electronics industry. - Its main business includes advanced product engineering, manufacturing process optimization, and digital solutions for software design. - The company also has a strong presence in the Internet of Things (IoT) sector and collaborates with multinational corporations like Intel and KellyOCG.. - which significantly contribute to its revenue. - However..3REN is working to diversify its customer base to reduce dependency on these key clients.
Future Growth Potential:
Revenue and Earnings Projections: - Analysts forecast a compound annual growth rate (CAGR) of approximately 10.6% in earnings and 9.3% in revenue until 2025.. - supported by the global demand for semiconductors and IoT-related technologies. By 2025, earnings are projected to reach RM13 million.
Strategic Expansion: - 3REN plans to expand its operations, including establishing a presence in Singapore in 2025. - This expansion could enhance its access to new markets and customers.
Industry Growth Drivers: - The global semiconductor market is expected to grow robustly due to advancements in AI, IoT, and 5G technologies. - These trends position 3REN to benefit from increased demand for its services.
Risks to Consider: - The company faces risks like dependency on major clients, talent shortages, and potential project delays. - Addressing these challenges is crucial for sustained growth.
tut tut Overall.. 3REN’s focus on technology innovation.. customer diversification.. and expansion aligns with growth trends in the semiconductor industry..making it a company with significant potential for 2025 and beyond.
Integrated Circuit Services: It offers services for IC assembly and testing, supporting the production lifecycle of semiconductors.
Automation and Smart Factories: 3REN is aligned with Industry 4.0 trends, focusing on automation and the integration of smart factory technologies to enhance manufacturing efficiency.
R&D and Global Expansion: A portion of funds raised through its IPO is allocated for research and development, establishing new delivery centers, and opening offices in regions like Singapore to support regional growth.
tut tut 3REN's customer base is heavily reliant on major clients like.. Intel.. which accounted for a significant portion of its revenue in 2023.. While this dependency is a strength in terms of steady business.. it's also poses a risk if these relationships change.
3REN Bhd (3REN, 0328) home grown company with over 16 years track record providing comprehensive automation and engineering solutions to key customer Intel and other MNCs across Malaysia's semiconductor lifecycle, from front-end to back-end processes.
🎯 We forecast +23.5% in earnings for FY25, with 3REN's fair value at RM0.45, based on FY25 PER 20x closely with industry peers and at discount to Bloomberg's 36x PER consensus for the Bursa Malaysia Technology Index.
1️⃣ 3REN has built strong relationships primarily within the semiconductor and electrical and electronics (E&E) industries, serving key clients such as Intel, KellyOCG, and several multinational companies (MNCs).
💎 In 2023, 3REN expanded its client base by acquiring new clients, including Customers D and E, with a high retention rate (69%) from recurring customers, reflecting its service quality and reliability within these competitive industries.
💎 3REN continues to broaden its client base, amid concerns of their major client Intel's recent layoffs and revenue challenges.
💎 As Intel restructure, opportunities for increased outsourcing places 3REN at sweet spot to capture more business. This aligns with industry trends where large technology firms increasingly outsource functions to boost efficiency, likely strengthening demand for 3REN's cost-effective engineering solutions and improving client retention.
2️⃣ R&D and innovation.
💎 3REN allocating RM5.1 million, (16.56% of listing proceeds), to establish (R&D) innovation center at its Tangkas plant 9, investing in IT software, recruiting expertise in field of AI, data science, and cloud engineering.
💎 3REN will also further develop its Nervii platform and Universal Test Automation Platform (Uni-TAP), targeting commercialization by 4QCY26.
3️⃣ Geographical expansion.
💎 3REN plans to establish two Delivery Centres in Penang to bolster its product engineering services segment and streamline operations by shifting project work from customer premises to these dedicated facilities.
💎 This allows 3REN to offer more sophisticated engineering services and provide value-added offerings, including turnkey embedded design services.
💎 Furthermore, 3REN plans to establish a sales and marketing office in Singapore by 1H25, with recent orders from Singaporean clients already contributing 2.6% of 6MFY24 revenue, underscore its ability to secure more projects in the region and demonstrate promising growth momentum.
💎 The company also aims to expand globally, with offices in India and the US over the next five years, strengthening its global presence.
4️⃣ Earnings visibility.
💎 RM30.4m outstanding orderbook providing earnings visibility for FY24 and FY25.
credits too ##Rakuten Trade Ideas 06112024** also..
we need to work harder to spot buy n sellsignal !!! very good comment..but i want to ask Mr xiaoeh..how much you win in share market n how much you loose in share market ..then how many old stock ( buy xpensive ) in your hand ?? since you invest share market until now !! i want THE Correct response..
Underestimae stock !!! Bat,Nestle,Genting,Sime Darby,n more blue chips...is not underestimate counter..some is collape counter..like bat,genting...bhic..nobody know now those counter is collape counter ..BAT..the highest price is RM 60.00 per unit..n now is 7.50 per unit....Genting n GENM will pull out of index counter....
Posted by Loh Kok Wai W > 1 hour ago | Report Abuse we need to work harder to spot buy n sellsignal !!! very good comment..but i want to ask Mr xiaoeh..how much you win in share market n how much you loose in share market ..then how many old stock ( buy xpensive ) in your hand ?? since you invest share market until now !! i want THE Correct response..
wah Mr Loh i ask u simple and direct question in return u ask me very difficult question... i wiped up 2/3 this year earnings due to my gamble behavior and no cut loss😂 hence i need to 1) work harder and 2) more discipline 3) strictly follow my buy sell SOP
in share market no need ask too difficult to answer question..just ask win n loose..other is waste your time.....economist,stock dealer..is belakang answer...if share market easy to win....better don;t working n bussiness...just buy low sell high...easy work...n no need to study high......i just need 1000 per day...
it is very difficult for me to understand the meaning behind...😂 somehow it seems to me buy low sell high is understandable in words but not in execution and trading stock to me is not an easy works although to me maybe it is no need to study high but to fully understand underlying logic playing more important role than just study hard anyway Salute Mr Loh🕴
millions have been used to enter klci but in the end don't know how to increase the stock. drop the price to too lows and they collect. one question,to whom they want to sell. most traders don't believe it anymore to this stock. that's what i say.....stup1d operator.
paktua share back own game base on ipo projection.
RP Range base on ipo rm0.28 1-RP+80=rm0.32 2-RP+120=rm0.34 3-RP+180=rm0.37 4-RP+240=rm0.40 5-RP+300=rm0.43 6-RP+450=rm0.505 7-RP+600=rm0.58 8-RP+900=rm0.73.
T-Days Cycle (Base on 6hb Nov 24) P-23=6hb dec 24 P-34=23hb Dec 24 P-47=13hb Jan 25 P-54=22hb Jan 25 P-77=28hb Feb 25
paktua set game P-77 as own deadline.. 1-S-57 set at RP+600=rm0.58. 2-S-43 set at RP+900=rm0.73
for B-Game B-57 RP+180 to RP+120 stop lost at RP+80
**base on ipo price -RP+180=rm0.37 -RP+240=rm0.40 -RP+300=rm0.43 -RP+450=rm0.505 -RP+600=rm0.58
this week 3Ren h in position P-23 if maintain above rm0.38 next year will reach RP+600
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paktua73
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Posted by paktua73 > 1 week ago | Report Abuse
morning..
after done at vtc,hawk & Gohub..
now paktua pick 3ren n sdcg for nex swing..
period P-77 final at 23hb march 25.
tut tut
love swing on new chapter pick.