Why is bonus issue good?

Haih.. Sometimes really have to imagine I bought millions of millions of ASML at Jan '19 and ask myself what should I do now.

This few weeks I ate Teoseng eggs is actually very fresh. Much better than Lay Hong eggs.

Aiks. Have to admit that I'm not the one who calls the shots.

Aiks. Never be smart alec again.

Dot-com 2.0

Penta doesn't move on its own. In fact the ATE stocks in Malaysia like Vitrox, Penta, Mi, Elsoft, Aemulus & Vis pretty much moving according to the world top semiconductor equipment makers like ASML, AMAT, LRCX etc. When they are uptrending like now, what makes you think a profitable company like Penta will against the trend?

Dot-com 2.0

KESM is not inferior than Penta. They are doing different kind of biz. KESM in OSAT biz where Inari is dragon head. Penta is in ATE biz same with Vitrox.

Walao.. Scary

The only way for Bonia to continue survive is to sell cheaper apparels than Padini. Malaysian luxury clothing market is dead. Everyone just buys online from China. Padini remains strong because they sell mid-range products.

No need to be selective. All semiconductor related stocks will shoot next year.

Buffett also doesn't know how to sell high. He just holds nia. His aim is to hold for a century. So just hold & you will be billionaire.

Ok probability. Tq for input and recommendation too.

Hi probability, what is your look on the semiconductor stocks?

Dufu is HDD taikor. Don't need scared. In fact JCY's loss is Dufu's gain.

I reframe his word: to make big money is to invest when everybody panic about some kacang external issues like trade war & inverted yield curve

Dufu definitely worth it.

Earnings will just one way up unless tight competition.

This stock focuses on sheet metal fabrication. And in June this year Dufu just tapped into this segment. Tricky to choose.

So far 5G hot stocks : OSAT(Inari), ATE(Penta, Vitrox), Semicon back-end(Frontkn, UWC), HDD(Dufu, Notion). Bonus: Salute

Walao. Another 5G stock.

Then Andre you lucky liao. Inari and Penta's biggest market is Singapore. Vitrox's is China. Frontkn's is Taiwan.

5G means the need to start making new mobile phones(Apple, Samsung). Making new mobile phones means the need to make new chips(TSMC,Micron) and test it(Inari,MPI). Making new chips means the need to make machines(Vitrox, Penta). Make machines means the need to maintain the machine(Frontken). New internet speed means the need to make new computer and thus hard-disk(Dufu) and gaming chips too(Nvidia).

But all the semicon bosses very upbeat of the 5G business prospect wor. Who are we to oppose? If you scared you wait and see the next quarter earnings only decide lo. They say 2019 second half business will rebound strongly.

More or less got some 5G hype. But will it return to the heyday of RM90m revenue per quarter very soon? We will see.

OMG Philip, Vitrox and Penta are the world's top semiconductor machines maker. Their customers are the world's top gadget producers.. They virtually don't have close rivals, but their business is totally dependent on the semiconductor industry. So you must catch the semicon boom at the right time like now.. Simply said, if the world tech industry boom, Vitrox and Penta sure boom.

So far 5G hot stocks : OSAT(Inari), ATE(Penta, Vitrox), Semicon back-end(Frontkn), HDD(Dufu, Notion).

OK

lol

HDD manufacturer -> Notion Vtec -> Expect mass production in 2020.

5G is the last bet of the decade.

Bought RM30k @ 3.73.

Wah so easy to make money! RM4 -> RM5. -> RM6?

Wah tq yorkyork!

Suddenly feel so grateful that Malaysia has so amazing tech industry.

You read today thestar article "Global 5G Deployment". Totally is Penta's piece of pie.

To be honest 5G is the stock market's last driving force. So just all-in in Inari, Vitrox, Penta or Frontkn.

To justify 2nd half rebound story, next quarter revenue should be at least 125m.

That's why Nov QR is too important for all semicon companies. Earnings must rebound strongly if not got problem d. As for Penta share price, is time to pullback due to signs of earnings maturity and uncertainty ahead.

Every semicon company boss writes prospect second half 2019 demand rebounds strongly in preparation for 5G. If it falls to materialise, then no need play stock market for several years d as all major industries already saturated.

Yea pressure is on the next quarter earnings.

Earnings sure up one la. Trade war benefits Penta.

Next quarter revenue must at least 90m.

Small thing.

My best advice is to keep until next QR no matter what happens unless some credit risks really go out of control.

That inverted yield curve thing that flashes recession won't cause countries go bankrupt like in 97 or big banks go bust like in 08. So there is really no cause of concern YET.

All is depending on earnings and banks' health. I know steel & wood sectors already finished. Glove and metal sectors are saturating. Left what? Technology in the name of 5G. Good luck.

TBH I have been waiting for financial crisis for 2 years liao. Quickly come lah.

Oh! Another recession fear. But too bad. It is nowhere near 97 or 08. At least not yet.