https://www.theedgemarkets.com/article/hlib-research-sees-stronger-earnings-dnex-year

PHLX Semiconductor Index up 5.13% yesterday

The Semiconductor Index (SOX) was up 5.13% yesterday.
https://www.marketwatch.com/investing/index/sox

PHLX Semiconductor Index was up 5.13% yesterday..
https://www.marketwatch.com/investing/index/sox

Electric cars are now three to six times cheaper to drive in the US as gas prices rise

Oil set for US$150 on supply shock, says trader https://www.thestar.com.my/business/business-news/2022/03/24/oil-set-for-us150-on-supply-shock-says-trader

https://www.theedgemarkets.com/article/unisems-new-plant-gopeng-double-existing-production-capacity

Unisem to tap into growing demand for 5G and IoT https://www.thestar.com.my/business/business-news/2022/03/24/unisem-to-tap-into-growing-demand-for-5g-and-iot

Russian companies may choose Malaysia as an alternative to Taiwan.

Taiwan’s semiconductor ban could spell catastrophe for Russia

Russia adds Taiwan to list of ‘unfriendly’ nations

https://www.investmentmonitor.ai/special-focus/ukraine-crisis/taiwan-semiconductor-ban-russia-catastrophe#:~:text=Russia's%20reliance%20on%20Taiwan%20for,country's%20military%20and%20security%20services.

https://jnews.uk/tsmc-sees-demand-spike-for-auto-chips-thanks-to-tesla-nvidia-qualcomm-intel/

Brent crude oil price close to usd 120

japanese nikkei 225 is very bullish today

"Subsequently, we probably need to have another expansion to reach about 12 million capacity per year. However, decision has yet to be made – we have to look at how the demand will grow for the next one to two years."

it is the best to
sell their oil business in one year and concentrate on their semiconductor business after that.

they can sell their oil business in one year and concentrate on their semiconductor business after that.

"Subsequently, we probably need to have another expansion to reach about 12 million capacity per year. However, decision has yet to be made – we have to look at how the demand will grow for the next one to two years."

https://www.nst.com.my/business/2022/03/782006/dnex-eyes-group-wide-expansion-needs-rm700mil-expand-silterra

the oil price climbed.

brent crude oil 117.57

never mind. japanese Nikkei 225 is bullish today.

WTI over USD 110

https://www.reuters.com/world/china/china-eastern-airlines-passenger-jet-has-accident-guangxi-state-media-says-2022-03-21/

https://www.nst.com.my/business/2022/03/781745/foreign-net-buying-malaysian-stocks-highest-year-date

Foreign investors love Kobay beef!

https://www.nst.com.my/business/2022/03/781745/foreign-net-buying-malaysian-stocks-highest-year-date

https://www.nst.com.my/business/2022/03/781745/foreign-net-buying-malaysian-stocks-highest-year-date

OIL & GAS - Oil climbs as traders gauge war in Ukraine, Middle East tensions - http://www.theedgemarkets.com/article/oil-climbs-traders-gauge-war-ukraine-middle-east-tensions

US-listed Chinese shares surge, set for best week ever
Reuters
March 19, 2022

US-listed Chinese shares surge, set for best week ever
Reuters

March 19, 2022 01:47 am

https://www.theedgemarkets.com/article/uslisted-chinese-shares-surge-set-best-week-ever

https://www.theedgemarkets.com/article/uslisted-chinese-shares-surge-set-best-week-ever

Nasdaq and SOX were up more than 2% on Friday

Nasdaq and SOX were up more than 2% on Friday..

Nasdaq and SOX were up more than 2% on Friday.

https://klse.i3investor.com/web/blog/detail/rhbinvest/2022-03-09-story-h1600155018-Kelington_Group_on_Track_for_Another_Fab_Year_Keep_BUY

The research house added that Kelington was well placed to secure base build contracts for United Microelectronics Corp’s new US$5bil (RM20.97bil) 22/28 nanometre (nm) fab in Singapore when the tender opens.

The research house added that Kelington was well placed to secure base build contracts for United Microelectronics Corp’s new US$5bil (RM20.97bil) 22/28 nanometre (nm) fab in Singapore when the tender opens.

https://www.thestar.com.my/business/business-news/2022/03/12/dnex-to-step-up-on-capex

https://www.thestar.com.my/business/business-news/2022/03/14/rm13bil-order-book-augurs-well-for-kelington-group

just profit taking for short term investors

OIL & GAS - EIA expects crude oil prices higher than US$100 per barrel in coming months - http://www.theedgemarkets.com/article/eia-expects-crude-oil-prices-higher-us100-barrel-coming-months

SOX was up over 5% yesterday.
https://www.marketwatch.com/investing/index/sox

https://www.marketwatch.com/investing/index/sox

SOX was up more than 5% yesterday.

https://www.marketwatch.com/investing/index/sox

https://www.theedgemarkets.com/article/malaysias-total-trade-january-surges-248-yoy-rm203b

https://www.theguardian.com/world/live/2022/mar/16/ukraine-russia-war-latest-zelenskiy-says-peace-talks-are-more-realistic-three-eu-leaders-vow-support-on-kyiv-visit-live

Ukraine-Russia war latest news: parts of peace deal close to being agreed, says Russia, as shelling of Kyiv and Kharkiv continues – live

Foreign investors continue to snap up stocks https://www.thestar.com.my/business/business-news/2022/03/15/foreign-investors-continue-to-snap-up-stocks

Analysts see MPI's valuation as attractive, supported by strong growth momentum https://www.theedgemarkets.com/article/analysts-see-mpis-valuation-attractive-supported-strong-growth-momentum

https://www.ig.com/sg/news-and-trade-ideas/palladium-price-escalation-could-send-semiconductor-stocks-soari-220228

Ukraine and Russia are important sources of noble gases and precious metals used in chipmaking. These include neon, argon, xenon and krypton from the former, and hexafluorobutadiene (C4F6) and palladium from the latter. Ukraine, for example, controls 70% of the world's supply of neon, according to research company TrendForce.