KLSE (MYR): NATGATE (0270)
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Last Price
2.45
Today's Change
-0.17 (6.49%)
Day's Change
2.39 - 2.71
Trading Volume
68,515,800
T4Q
31-Mar-2021
2020
31-Mar-2021
2019
31-Mar-2021
2018
31-Mar-2021
2017
31-Mar-2021
Nvidia objected to the proposal in a statement, saying that the curbs “would not reduce the risk of misuse but would threaten economic growth and US leadership
That why biden should be shot
1 day ago
https://klse.i3investor.com/web/blog/detail/spartan/2024-12-06-story-h475743585-NATGATE_s_with_NVIDIA_s_ASEAN_and_global_data_center_markets_Stock_going
Nextweek : RM2.20-RM2.30
New EP range.
1 day ago
https://theedgemalaysia.com/node/740520
Kenanga Research said that in this context, it believes Nationgate, the only original equipment manufacturer (OEM) partner of Nvidia in Malaysia and a small OEM partner in the Asean region, will be minimally impacted by the GPU export quotas, as a significant portion of its business comes from Singapore and deliveries are made as per client requests.
1 day ago
RHB Research concludes: The new restriction could affect supply chains that are in the ecosystem of GPU and CPU servers. Names like Nationgate (>85% of revenue) and PIE Industrial ( <10% currently) could be directly affected given their businesses in the AI-server/switches assembly businesses.
This Nvidia AI chips curbs & rules are quite similar to the restriction of Malaysia gloves to US market in 2020...so what can you expect from Trump 2.0 or more?
Just wait, investing now is between a 20% risk and 80% uncertainty.
There will be curbs for certain...but how severe?
Remember, TopGlove dived from rm30 to rm1 and still in comatose situation.
1 day ago
Shit... Don't scare me...
My laosai target only $2...
I don't wanna say limit down.
1 day ago
Actually no need to worry la what nationgate manufactures will sell to spore impact very very less
1 day ago
Better to stay away....tricky dates for this month in US :
Semiconductor, tsmc on the 16th, Tesla, Microsoft and the rest of tech announce their quarterly results at the end of the month, and Fed rates review
1 day ago
AI not over yet. Good chance to accumulate in stages for those missed...
How low this adjustment no one know...
1 day ago
Natagate got china clients as well but their main business would Msia and Spore data centre for Nvidia related products
1 day ago
Knight trying save it
He he
Dont fight. Natgate on pure AI tech.
RM2.20 at least nextweek. Then we see there how. My 2c
1 day ago
I keep telling....announcements on details of Nvidia curbs on Friday, if not next week and likely more on Trump 2.0. Poor Joe just want to steal as much thunder as he can before he leaves the White House.
Both Great White sharks from Sarawak and Great Barrier Reef are still feeding in the waters ...
1 day ago
If the AI chip curbs is real then natgate and all AI stock will crashing with limit down... YOU MUST HAVE BRAVE HEART TO STAND THE WIND...
1 day ago
Without AI chip so what else the factory can do?
Use Huawei AI chip then OK!!
Not nvidia AI GPU but Huawei AI GPU...
So make China bog again?
1 day ago
Don't worry, it is market panic with the bad news! Back to 2.6x next week for sure. Those who bought at a low price would cheer up next week.
1 day ago
Peter123
Don't worry, it is market panic with the bad news! Back to 2.6x next week for sure. Those who bought at a low price would cheer up next week.
====
clear
1 day ago
Natgate works with xFusion of Zhenzhou, China to export rack, blade and AI servers.
S'pore then re-export servers globally as S'pore already had its data centres installed and now spilling over to Johor, Malaysia. Will these Malaysia-China Nvidia AI servers be a sustainable export model, you need to ask yourself? Better still, ask GI Joe.
16 hours ago
qqq47660
On mcQ, their is blatant promotions.
1 day ago