https://vietnamnews.vn/economy/talking-shop/467877/plastics-industry-has-more-room-for-development.html#lDJQ3aizgsGu9pBP.97

https://www.ptonline.com/blog/post/commodity-resin-prices-generally-trending-downward-heading-to-years-end

Instead of saying the global demand for chocolate is strong, the director should provide us prediction on the cocoa bean prices in the near future. Because strong global demand for chocolate is not positively correlated with GCB's sales. But lower cocoa bean prices definitely give GCB larger profit margin.

GCB is all about the cocoa bean prices..

Why u guys like very surprised like that.. This results is within expectation only. But don't know going forward still can continue to grow tremendously due to global chip production reduction.

Haih semicon industry already boomed for nearly 2 years. Give up !

We all already expected this results before the semiconductor industry meltdown.

Sony's game sales are strong but chip biz fell.

"The South Korean giant is seeking to counter an expected slowdown next year by generating more revenue from the handsets and displays panels it produces."

“The share price should rebound on confidence that demand for memory chips is going to go back up in the bottom half of next year,”

"Samsung said it’s seeing “weak seasonality” for the chip market in the fourth quarter, and warned that overall earnings would decline in the period."

It is a SELL for tech sector until next year second half.
https://www.bloomberg.com/news/articles/2018-10-30/samsung-profit-tops-analyst-estimates-on-lasting-chip-rally

Short term rebound - Yes
Near term earnings growth - Maybe Not

Best growth sector currently

They have to make sure demand for their products is strong.
https://www.bbc.com/news/business-45755285

Quote: "It has also confronted some challenges in its mobile unit and in July, Samsung posted lower-than-expected sales of its flagship Galaxy 9 smartphones."

For Inari, all it wants is huge volume of chips to burn & test. Can you foresee more chip production until 1H next year? Or more directly can Inari hit above RM380m revenue in the next quarters?

If Samsung promise more chip production in near term. People will sailang Inari one. Be patient. But if world chip production gonna be reduced, the chip industry set for decline stage. Look at how the steel industry has declined.

Better wait Samsung business outlook @ Oct 31.

Hope Chu Jenn Weng will come out talk a bit about it.

Now my concern is whether people stop ordering machine due to reduction in chip production.

https://www.reuters.com/article/us-samsung-elec-memory/samsung-plans-to-lower-memory-chip-growth-as-demand-slowdown-looms-bloomberg-idUSKCN1M020E

"Samsung plans to lower memory chip growth as demand slowdown looms" - September 20, 2018
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If you follow this news you would've exited the chip industry at high. Argg but not me..

https://www.bloomberg.com/news/articles/2018-10-25/intel-forecast-beats-estimates-on-surprising-jump-in-pc-demand

Quote: "the company confirmed that it won’t mass-produce chips made with 10-nanometer technology until next year"

Quote: " The cost of a breakup of its joint venture with Micron Technology Inc. and declining prices for flash-memory chips used in computer storage mean that the unit will about break even this year, Swan said, backing off from an earlier prediction of profitability this year."
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Qr good is because PC sales up. PC sales up is because business people upgrade PC before Microsoft stop supporting old Windows versions. So it is a one-off earnings. Another PC sales up is because gamers sales up. Gamer PC has limited prospect.

Really not easy to gauge the chip industry. Now wait Samsung QR first.

The semiconductor industry will be dictated tonight when Intel release earnings and outlook. So regret listening to the small fries semiconductor companies.

Killed all the retailers from mid-May onward. Hmmm

Killed all the retailers from mid-May onward. Hmmm

sideway

no more rebound

Good girl

Good all the way down first.

Inari better don't rebound first. I wanna buy it next year. So keep price low ty..

Sapuing loh

Is that margin guy also buying Inari and Gtronic?

Preparing rebound to 2.1

2.45

Prepare big rebound

Totally unfazed..

cool jer

Mi needs to drop more

So fast meh

Panic panic !

Are you guys scared? This is going to be interesting!

Testing you guys to the limits !!!

Should be good bye/buy now?

Have the unfaithful all left? Only Penta knows.

GJ.

Sapu 355 jer

How low is low?

Pro

Anything to be so panic?

Since Vitrox and Mi are in the same biz with Penta but they are not dropping like Penta's magnitude, this proves that Penta's drop today is either weak holders throwing or operator trolling. Either way it is good for Penta in near term.

Trolled

This bad market can really clean out all the weak holders. Good.