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2019-11-06 10:53 | Report Abuse
I saw this stock in September 2019 at 2.60+ , but didn’t dare to buy as its June EPS was 4.2 Sen, not very appealing
But now September EPS is 5.8, I finally feel comfortable to buy
Thank God it has dropped back from 3.2 to 2.70+
Otherwise I won’t have chance to gain exposure
Thanks to all the sochais that panic sold
Thank you thank you
2019-11-06 10:49 | Report Abuse
Profit up q-o-q
5.8 Sen EPS
If you still cannot feel it, better go home sleep
2019-11-06 10:46 | Report Abuse
This company will do well in next few years
Cloud computing aka Data centres becoming more and more popular and HDD still most economic way to store data
A 5G play
2019-11-06 09:22 | Report Abuse
result is good
are you guys blind ?
or dyslexic ?
2019-11-05 05:12 | Report Abuse
What happened ? Why negative ? Any comment ?
2019-11-04 22:57 | Report Abuse
Not true
Their products quite ok
Good value for money , I will say
2019-11-03 10:38 | Report Abuse
When I asked to buy at 50 Sen, people told me I will go bankrupt
Especially CharlesT
2019-10-31 15:55 | Report Abuse
fuiyoh 531
I have 3 lorries leh
2019-10-30 10:39 | Report Abuse
green among a sea of reds
very proactive buyer
2019-10-29 14:32 | Report Abuse
Looking good
A lot of buying
2019-10-29 12:32 | Report Abuse
Bought some to test water
So bloody expensive
But eveey journey begins with a small step
2019-10-29 12:31 | Report Abuse
LOL what do you mean ONLY ?
Front end and back end means cover everything already (they do make HDD components)
2019-10-29 12:25 | Report Abuse
@ricky dont think so
I read about them. They are behaving like dinasour
Totally no vitality
2019-10-29 10:49 | Report Abuse
don't think they are that big impact
CIMB last year made 6 bil profit
how big can touch n go be ?
2019-10-29 10:25 | Report Abuse
This stock at this price is a no brainer
No need analyse until hair turn white
Sure make money
2019-10-29 10:20 | Report Abuse
Year end will window dress
2019-10-29 09:14 | Report Abuse
Bought
Latest losses include RM22 mil termination compensation for Indonesian operation
Core earning is actually not bad
2019-10-28 08:54 | Report Abuse
Anyway this article was dated June 2019
Outdated
Huawei has since survived and is now thriving
And yes, Spider-Man actor is also Tom Holland
2019-10-28 04:19 | Report Abuse
Tom Holland can go Holland
If trump dares to kill Huawei, China will rare earth them
Period
2019-10-27 11:53 | Report Abuse
Bad result reflects past
Good time coming
Unisem Chengdu subsidiary should benefit from China de Americanisation of supply chain
2019-10-26 06:22 | Report Abuse
Cockroaches evolve
They adapt
2019-10-24 17:13 | Report Abuse
Wah very good result
2019-10-23 10:43 | Report Abuse
I can wait two to three years
No hurry
2019-10-23 10:43 | Report Abuse
Aiming for 13
Keep mind open for 15, if semicon industry is strong
2019-10-22 18:37 | Report Abuse
From my remisier
*Bumi Armada* share price tumbled (-17% at market close @ 40c).
*Management clarified after market close that this news* (https://www.bbc.co.uk/news/amp/uk-scotland-north-east-orkney-shetland-50134399) *has nothing to do with where FPSO Kraken is operating*. In short, it’s located in the same basin, but different field all together.
*From our google check*, Thristle platform is located 201km north east away, FPSO Kraken is located 400km towards the Eastern side. *No negative earnings impact, maintain BUY and TP: RM0.45.*
2019-10-22 16:03 | Report Abuse
737max is just one of many types of 737
2019-10-22 14:41 | Report Abuse
Quote “Boeing 737Max contributed <10% of SAMEE FY2019 Revenue”
2019-10-22 14:40 | Report Abuse
Read this
https://www.sam-malaysia.com/wp-content/uploads/2019/09/SAMEE-25th-AGM-Presentation-Post-Discussion-As-at-21-August-2019-R.._.pdf
It said 737 max less than 10% revenue
2019-10-22 10:54 | Report Abuse
back in 1998, when Bank Bumiputra was injected into Commerce Assets Holdings (now CIMB). Commerce Assets climbed non stop from RM3 to RM9 within a period of few weeks.
And then it settled there at RM9, and never comes down again
if re rating is backed by fundamentals, the end result can be long lasting and permanent
2019-10-22 10:52 | Report Abuse
not every stock that goes up will come crashing down
this is especially true if backed by good fundamentals
this round re rating is likely triggered by Ananda himself buying (my guess)
after reaching fair value (lets say 60 sen), he will ask some reputable IBs (maybe Credit Suisse ? JP Morgan ?) to publish juicy analyst reports, filled with details to justify the 60 sen valuation
then market will accept that as the new norm and Armada will find a floor at 60 sen
it won't go down anymore
this is one possible scenario
2019-10-22 07:25 | Report Abuse
TSMC to see profits surge in 2020-21
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Monday 21 October 2019 0 Toggle Dropdown
TSMC is expected to enjoy significant profit increases in 2020 and 2021, after posting its first annual decrease in eight years this year, according to industry observers.
The commercialization of 5G networks is set to trigger a new wave of prosperity in the global semiconductor industry, and TSMC as the world's top pure-play foundry is set to enter a new chapter of company development. With its advanced-node process offerings, TSMC is expected to see chip orders boost substantially its total wafer revenues next year, the observers indicated.
TSMC has started seeing orders demanding advanced EUV-based process technology emerge since the second half of 2019, the observers said. A rebound in revenues during the latter half of this year will be able to offset weakness during the former half of the year, when the pure-play foundry is set to post another year of record-high revenues, the observers noted.
Nevertheless, TSMC's poor profit results in the first half of 2019 will undermine its profitability for all of the year. The foundry house is likely to report a decline in net profits this year, the observers said.
TSMC managed to post net profit growth for the seventh consecutive year in 2018, when the foundry generated a record-high NT$351.13 billion (US$11.36 billion) in net profit or NT$13.23 a share.
TSMC will see its net profit return to a growth track in 2020, said the observers, adding that the growth momentum will carry on in 2021 when chip demand for a diverse range of 5G device applications is set to boom. It is also highly likely that TSMC will be able to generate record-high net profits in 2020 and 2021, the observers indicated.
TSMC at its investors meeting last week suggested strong years ahead for the pure-play foundry, thanks to the arrival of 5G. The company has also stepped up its technology advancements, with plans to move a newer 5nm EUV node to commercial production in the first half of 2020.
Apple, Qualcomm, Huawei's HiSilicon and MediaTek are reportedly among TSMC's major customers adopting the foundry's EUV processes.
5G commercialization triggers new wave of prosperity in chipmaking industry
5G commercialization triggers new wave of prosperity in chipmaking industry
Photo: Digitimes file photo
2019-10-21 21:06 | Report Abuse
Going back to 75
That was the price before the crash
2019-10-21 15:15 | Report Abuse
Read a few books can become warren buffett ?
Pui...
Stock: [DUFU]: DUFU TECHNOLOGY CORP. BHD
2019-11-06 11:02 | Report Abuse
Stupid fool that time EPS not strong mah