Who are the Ultimate beneficiaries ?

=> DUFU, NOTION, JCY as parts manufacturer for hdd, SAM as hdd/ssd test equipment manufacturer.

They said this in their recent released annual report 2023:

With the mix of capabilities and the products and solutions offered, Mi Group as a comprehensive solution provider is ready to seize any opportunities for business diversification and localisation. We remain aggressively optimistic about the Group’s prospects for the FYE 2024 and beyond. We are confident that the gradual recovery seen in the worldwide semiconductor manufacturing sector will lay the groundwork and build the momentum for continual growth.

We shall continue to pursue our path in diversification for the SEBU where the newer state-of-the-art machines series are expected to bring heightened contributions to overall revenue. The SMBU, equipped with cutting-edge manufacturing technologies to produce micro-solder balls from our patented alloy, will continue to expand its market presence. In SSBU, our initiative aligns with our strategy will enable the Group to seize opportunities within the Automotive & Renewable Energy segment.

So here they said they are "aggressively optimistic". How ah?

u know what was the best part? They said they were optimistic but the price still big gap down on next day. Now they are pessimistic when every signs suggest that the worse of semicon industry is over and recovery is on the way.

In 23Q4, net profit was 20mil if excluding 8mil forex loss, price big gap down on next day. Now the net profit was 17mil if excluding 10mil forex gain, so price should gap up or gap down?

when kyy call buy, u run. This strategy works EVERY.FKING.TIME.

EPF has emerged as the second largest shareholder of SAM. Finally the national team discovers the value of this fast growing tech company and bought huge shares in just one shot!

Eca barely maintained profitable in last quarter. Without new orders, how u guys think it can remains profitable in next qr?

btw the nationgate's factory that manufacture the ai server is about the size of pie's factory. If pie can get >rm1bil per annum, why not nationgate?

5354, A good company should build a factory on suitable land but not the land own by another big boss company.

What good news? Secure ai server contract?

No, pie is not the 1st or the only one doing nvidia server in bursa.

nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.

they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.

http://www.nationgate.com.my/gpu_server1.html

ai server contract? how? by doing what? put a spacer inside a server?

The key is not about einvoice upgrade. It is about all biz in regardless of size need einvoice. That means even a roadside hawker who never bought any accounting software need to buy a software to comply to the requirement.

Imagine what kind of potential it will be.

Mark my words, this counter will become smci malaysia version. They are going to start mass production of ai server powered by nvidia chips very soon!

More impairment inkambing due to china deflation and weak consumer spending.

Limit down inkambing!

I would not sweat a bit especially the huge 10mil forex loss was unrealised. No biggie because all semicon companies do biz in usd therefore provide a nature hedge against forex fluctuation.

Fertilizer price already falling back to prewar level.

Short Squeeze inkambing!!!

That was UEM Renong and it has nothing to do with UEM Sunrise.

Chb doesnt own any data center :facepalm:

Data center m&e contractor ftw!!! Gogogo!

U ppl are narrow minded if u are looking at potential revenue from the construction of data centers only. In fact, most of their revenue derived from Penang E&E manufacturing facilities expansion (or new) by global E&E MNC. The demand for semicon maybe slow now but definitely not the new/expansion of the E&E manufacturing facilities.

qr bomb imkambing! Mark my words!

Those who missed the boat can consider perdana and eatech for osv sector turnaround theme play.

It is a no brainer to buy an offshore support vessel stocks given the current charter rate.

OSV company is doing exceptionally well since the chartered rate shoot through the roof!

Johor theme play is awesome!

typical pump and dump.

The result would be even better if not for the 10mil forex loss.

Trust me! KLK will offer RM1.8 per share!

Well, i was wrong. The LOI already expired mid june but still no material development even after 1 month.

habis cerita! run run run!

ybs has market cap of 163mil only. Just like genetec where they were valued less than 200mil before the tesla contract!

enovix up 25% on the day it announced army contract and continue to up 5% and 4% in next 2 days! YBS will announce a formal collaboration agreement soon after the banker finish collecting!

tomorrow wash contra kaki! collect low!

Can go higher when the company announces a formal collaboration agreement. Genetec 2.0 in the making...

Enovix's share price spike 25% yesterday because they receive purchase order to produce battery cells for US army. Good for YBS one step closer to turn LOI into real agreement!

1. queue sell at 185.
2. queue buy back at 175.
3. repeat step 1.

easy profit lol...

welcome to the bursa de casino.

Habis cerita. Run!!!

This share is no way close to salute! Dont be naive!

chatGPT3.5 = 一本正经的在专业课题胡说八道。

chatGPT4.0会稍微好一点。

1. queue sell at 175.
2. queue buy back at 165.
3. repeat step 1.

easy profit lol...

Done nothing for malays but his cronies and family after over 22 years in power.

Once lost power and deserted by malays in GE then he starts to pretend he want to help malays.

Fool me once, shame on you.
Fool me twice, shame on me.

tomorrow limit down like cfm...

All bad news are priced in after falling for 3 months. Rebound Imminent.

Back to rm1 in no time...