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23 comment(s). Last comment by YiStock at Feb 12, 2019 1:49 PM
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7210
97 posts

Posted by 7210 > Aug 8, 2018 6:46 PM | Report Abuse

Good Work. Keep it up.


YiStock
1969 posts

Posted by YiStock > Sep 26, 2018 9:33 AM | Report Abuse

http://www.insage.com.my/Upload/MediaNews/FRONTKN/FRONTKN-SinChew-12092018.pdf


YiStock
1969 posts

Posted by YiStock > Sep 26, 2018 12:17 PM | Report Abuse

http://www.icinsights.com/data/articles/documents/1103.pdf


YiStock
1969 posts

Posted by YiStock > Sep 26, 2018 2:18 PM | Report Abuse

https://www.cw.com.tw/article/article.action?id=5092040


newbie8080
1586 posts

Posted by newbie8080 > Sep 26, 2018 8:57 PM | Report Abuse

Why the revenue from Singapore is stated at RM46mil in the segment revenue table as compared with revenue that is stated as RM55mil in Singapore from the Chairman's message?


newbie8080
1586 posts

Posted by newbie8080 > Sep 26, 2018 9:00 PM | Report Abuse

TSMC is trading at PE 19. Isn't it more logical to buy TSMC as compared with Frontken trading at PE 26 and waiting for bread crumbs.


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 9:01 AM | Report Abuse

Newbie8080, chairman says RM 55.6 mil (audited) against RM 57.5 mil (unaudited)in my revenue table. Not sure which RM 46 mil you are referring to.


newbie8080 Why the revenue from Singapore is stated at RM46mil in the segment revenue table as compared with revenue that is stated as RM55mil in Singapore from the Chairman's message?
26/09/2018 20:57


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 9:01 AM | Report Abuse

Newbie8080, try use PEG see.

newbie8080 TSMC is trading at PE 19. Isn't it more logical to buy TSMC as compared with Frontken trading at PE 26 and waiting for bread crumbs.
26/09/2018 21:00


newbie8080
1586 posts

Posted by newbie8080 > Sep 27, 2018 10:08 AM | Report Abuse

@ YiStock

Referring to page 6 and page 12 of the annual report.
It clearly states Singapore took in RM46 mil in 2017.
Not sure why the chairman message states RM55mil.

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http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=186995&name=EA_DS_ATTACHMENTS


newbie8080
1586 posts

Posted by newbie8080 > Sep 27, 2018 10:28 AM | Report Abuse

@ YiStock

PEG computation depends on the company's growth especially in the future.
Unfortunately, we only have data comparison 2017 against 2016(losses) and partial of 2018 with 2017.
But I remember that you mentioned in write up, that Taiwan Ares Green is not the only precision cleaner. I've google and noticed that there are more than 5 companies with size larger than Ares Green.

Just as Apple could switch supplier, TSMC could switch to any of these precision cleaners as well.

Do you know TSMC is the only company capable of producing 7NM chips and successfully commercialise it.
This is considered an advantage or what Warren Buffet would call a "moat'. That's why Warren Buffet bought Apple as the advantage is much greater than TSMC. Basically, Apple hold the TSMC's balls. If someones else could produce 5NM next year, then .......
Apple is the only crazy company in the world that sells the most expensive phones every year, undisputable.

Just my 2 cents.


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 10:33 AM | Report Abuse

@ newbie8080, noted your point. I will follow the audited sum (page 72)


godhand
1602 posts

Posted by godhand > Sep 27, 2018 10:34 AM | Report Abuse

there is no moat in technology company except for a few


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 10:49 AM | Report Abuse

Newbie 8080, you are right. There are competitors in any field. Even Frontkn management has highlighted this in news article. My stand is very simple, there are things that you can buy from anyone (pasar malam), there are things that you just can't simply switch supplier, especially in technology. The process of validation is much more costly than switching. The benefit of switching must be way way above the vendor change. Agreement will be signed. Early vendor always has advantage.

About 7nm, yesterday i posted one news about 7nm.

My investment style is 95% street smart: 5% book smart. I'm not a good student

Moat - definitely in the 5%. Malaysia companies so far don;t have moat. We are developing country, not developed country. so, my view is we better focus on the 95%.

Just my 2 cents

Posted by newbie8080 > Sep 27, 2018 10:28 AM | Report Abuse

@ YiStock

PEG computation depends on the company's growth especially in the future.
Unfortunately, we only have data comparison 2017 against 2016(losses) and partial of 2018 with 2017.
But I remember that you mentioned in write up, that Taiwan Ares Green is not the only precision cleaner. I've google and noticed that there are more than 5 companies with size larger than Ares Green.

Just as Apple could switch supplier, TSMC could switch to any of these precision cleaners as well.

Do you know TSMC is the only company capable of producing 7NM chips and successfully commercialise it.
This is considered an advantage or what Warren Buffet would call a "moat'. That's why Warren Buffet bought Apple as the advantage is much greater than TSMC. Basically, Apple hold the TSMC's balls. If someones else could produce 5NM next year, then .......
Apple is the only crazy company in the world that sells the most expensive phones every year, undisputable.

Just my 2 cents.


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 10:50 AM | Report Abuse

7nm is consider history, now they are into 3nm, not 5nm


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 10:57 AM | Report Abuse

"Do you know TSMC is the only company capable of producing 7NM chips and successfully commercialise it. This is considered an advantage or what Warren Buffet would call a "moat'."


"That's why Warren Buffet bought Apple as the advantage is much greater than TSMC. Basically, Apple hold the TSMC's balls. If someones else could produce 5NM next year, then ......."


@Newbie8080, if i read you correctly, You were referring 7nm is "moat" in earlier sentence. But you are contradicting say someone else may produce 5nm next year..

So, is the 7nm a moat to TSMC?


godhand
1602 posts

Posted by godhand > Sep 27, 2018 11:16 AM | Report Abuse

if u think apple still has the strong moat like few years ago. u can think again. they are lacking innovation. An innovation company that couldnt innovate? the company is literally dying alongside with the founder. It used to have 5 years advantage over its peer but this is not the case now.

anything can happen in tech. the moat is not permanent. the brand itself maybe will last for 10 years after steve jobs died but whats next.


YiStock
1969 posts

Posted by YiStock > Sep 27, 2018 12:24 PM | Report Abuse

I see apple to touch USD 2 trillion mark in less than 3 years.


newbie8080
1586 posts

Posted by newbie8080 > Sep 27, 2018 12:59 PM | Report Abuse

@ YiStock

No contradicting my opinion.
I did mentioned "IF"
At this moment, TSMC is the only company I know that produces 7nm chips.
Not arguing on this, but just to highlight certain areas based on my opinion.


And TSMC is going to produce 5nm, not 3nm yet(after 2022)
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https://www.techspot.com/news/75194-tsmc-promises-25-billion-investment-5nm-facility-retain.html


newbie8080
1586 posts

Posted by newbie8080 > Sep 27, 2018 1:03 PM | Report Abuse

@ @ YiStock

Will contact Bursa on the discrepancy. Probably does something miss out.


newbie8080
1586 posts

Posted by newbie8080 > Sep 29, 2018 3:50 PM | Report Abuse

@ YiStock

Anyway, it's a good call. Thumbs up!


newbie8080
1586 posts

Posted by newbie8080 > Sep 29, 2018 3:53 PM | Report Abuse

For those who managed to bought in the company's turnaround plan back in 2014 when it was trading around RM0.13 would have gain 600% by now.
I remember it's traded the highest volume for a weeks during that time.


pampers
321 posts

Posted by pampers > Nov 15, 2018 12:56 PM | Report Abuse

Bro Yistock, looking forward to your new article regarding frontkn


YiStock
1969 posts

Posted by YiStock > Feb 12, 2019 1:49 PM | Report Abuse

powerful singapore segment. Bravo !!!

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