Posted by gooman > 1 month ago | Report Abuse

Malaysia has secured potential investments from companies such as global semiconductor company Nexperia and X-Fab from the Ministry of Investment, Trade and Industry’s (MITI) recent trip to Germany and France.

These potential investments are reportedly worth RM46 billion and will boost potential Malaysian exports by RM2.4 billion.
https://www.marketing-interactive.com/miti-investments-germany-france-local-brands-succeed-internationally

Posted by JettLeong > 1 month ago | Report Abuse

need more power for MPI to break through Rm30 ..

Posted by gooman > 1 month ago | Report Abuse

PHLX Semiconductor (^SOX) was up 2.29% yesterday..

Posted by JettLeong > 1 month ago | Report Abuse

Finally, it breaks RM30 ! Yessss

Posted by gooman > 1 month ago | Report Abuse

Iron Ore Holds Best Weekly Gain Since September on China Outlook
Iron ore held its largest weekly advance in six months on quietly increasing optimism over the chances of an economic recovery in top consumer China.
https://www.bloomberg.com/news/articles/2024-03-25/iron-ore-holds-best-weekly-gain-since-september-on-china-outlook

Posted by pang72 > 1 month ago | Report Abuse

https://www.chinapress.com.my/20240401/%e8%82%a1%e4%bb%b7%e7%bf%bb%e5%80%8d-%e5%b8%82%e5%80%bc%e7%a0%b4%e5%8d%83%e4%ba%bf-%e6%99%b6%e7%89%87%e7%95%8c%e5%8f%88%e7%8e%b0%e6%96%b0%e8%b5%a2%e5%ae%b6%ef%bc%81/

Semiconductor near historical high!

Posted by monetary > 1 month ago | Report Abuse

Sold half. Pls continues going up. Hehe.....

Posted by JettLeong > 1 month ago | Report Abuse

@monetary. wah, you must entered it when it fell to around Rm26 there, right?

Posted by gooman > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/04/02/semiconductor-sectoron-a-new-upcycle

Posted by JettLeong > 1 month ago | Report Abuse

On the way to 1-year high price, it seem like

Posted by gooman > 1 month ago | Report Abuse

Samsung: Tech giant sees profits jump by more than 900%
https://www.bbc.com/news/business-68738046

Posted by gooman > 1 month ago | Report Abuse

Semiconductor sales up 16.3% to USD 46.2bn in February
The global chip market has just enjoyed its best year-on-year market growth since May 2022, says the Semiconductor Industry Association.
https://evertiq.com/news/55508

Posted by gooman > 1 month ago | Report Abuse

Top picks. MPI and Unisem are the Top Picks for exposure to the sector recovery, given the exposures to the growing demand for power management integrated circuits (ICs) and diverse end applications. Besides, recovery in China’s semiconductor space following two lacklustre years will help to boost of its utilisation rate and economies of scale at their existing plants in China. They also stand to benefit from US-China trade tensions in both of their plants in Malaysia as a neutral ground, as well as from China’s self-sustaining policies.
https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755715-Technology_Positioning_for_the_New_Upcycle_U_G_OVERWEIGHT

Posted by gooman > 1 month ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/04/09/robust-sales-expected-for-technology-sector

Posted by JettLeong > 1 month ago | Report Abuse

Great, semicon is back. Let's see how high this MPI can go up

Posted by gooman > 1 month ago | Report Abuse

China's EV-powered auto sales rebound, refreshing quarterly high
https://asia.nikkei.com/Business/Automobiles/China-s-EV-powered-auto-sales-rebound-refreshing-quarterly-high

Posted by tahansan > 3 weeks ago | Report Abuse

EPF 开始购买了..
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3440236

Posted by Ron90 > 3 weeks ago | Report Abuse

ridiculous PE for most of semicon counter, mpi (over 100x), unisem (70x), vitrox (55x), frontken (54x), etc... all above 50x !!.. those only deal with hardware production, not like apps or software which could exponentially grow... huhu.

Posted by JettLeong > 3 weeks ago | Report Abuse

Then better to avoid chasing high, Ron90, otherwise will kena cut chives 😁

Posted by Ron90 > 3 weeks ago | Report Abuse

reality check.. this counter with only roughly 100m profit this year, should only price at $14.00 !!..(PE 30x). loong gone where profit was $327 (2022) to justify price above $50.

current price pure speculative and bull$hit!.. PE 60x - 100x !!.
I guess IB stuck big time at this counter and they control the price.. only 210 milllion shares available and few million in circullation. With H0ng Le0ng and MP1 hold 60% shares, no wonder valuation of h0ng le0ng so big.. must be olso include ridiculous mark up price in this company.. which only generate about 100m per year profit.

Posted by gooman > 2 weeks ago | Report Abuse

Malaysian chip-focused venture fund to invest in over 10 startups
https://asia.nikkei.com/Business/Startups/Malaysian-chip-focused-venture-fund-to-invest-in-over-10-startups

Posted by gooman > 2 weeks ago | Report Abuse

3 Chinese semiconductor firms keen to invest US$100mil in Penang
https://www.freemalaysiatoday.com/category/nation/2024/04/27/3-chinese-semiconductor-firms-keen-to-invest-us100mil-in-penang/

Posted by gooman > 1 week ago | Report Abuse

TSMC’s April Sales Jump 60% on Sustained Demand for AI Chips

Results signal a recovery in the consumer electronics sector
TSMC’s board approved a cash dividend of NT$4 per share
https://www.bloomberg.com/news/articles/2024-05-10/tsmc-keeps-sales-growth-up-in-april-as-ai-drives-60-jump?embedded-checkout=true

Posted by newbie2y > 3 days ago | Report Abuse

Quarter report releasing today? already jumping RM1...

Posted by JettLeong > 2 days ago | Report Abuse

It was driven by positive sentiment on semiconductors ..

Posted by James_Bond > 1 day ago | Report Abuse

Congrats my comrades! Haha! We r laughing to the bank!

Posted by JettLeong > 22 hours ago | Report Abuse

Good QR and MPI is giving dividend as well !! HUwoo

Posted by satt1984 > 19 hours ago | Report Abuse

congratulations to all who chase high,regreted didnt buy more at RM25

Posted by newbie2y > 17 hours ago | Report Abuse

cheers~ waiting for briefing slides to be uploaded later^_^

Posted by gooman > 12 hours ago | Report Abuse

Following the latest analyst upgrades, MPI now has four “buy” calls with target prices ranging from RM37.70 to RM43.00, out of seven research houses covering the stock, according to Bloomberg.