huat_ahh

huat_ahh | Joined since 2020-09-19

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Stock

2021-02-15 17:09 | Report Abuse

@aris743 and JackTan1217

Finally, limit up coupled with huge volume. I suspect more limit up down the road.. Bravo!!

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2021-02-15 14:09 | Report Abuse

Yes, RM2 Mari!! This is my wishful thinking also... Lol

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2021-02-15 14:08 | Report Abuse

@BrightChoice,
Obviously you are smarter than many people here. Bravo, bro.

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2021-02-15 14:04 | Report Abuse

Keep writing (posting) recycle news/information tells us nothing much except jamming up this forum.... Lol

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2021-02-15 13:59 | Report Abuse

@pang72

Are you sure X-fab is Malaysia company? The more you write the less you know/understand... Haiyah...

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2021-02-15 11:53 | Report Abuse

@Ndin

Haha...if 360 degree, then back to square one.. Lol

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2021-02-15 11:51 | Report Abuse

HUAT ahh.... Lol

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2021-02-15 11:47 | Report Abuse

@i3lurker

You start talking again. This time your tune is 180 degree change as compare to previous write up. OK lah... Welcome abroad....

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2021-02-14 21:54 | Report Abuse

@JJchan

Are you using the latest Top 30 Shareholders list in your calculation?? How come my calculation is less? 42.2939%.

Please don't put high hope that EPF and KWSP will buy a big chuck of DNex shares in near future as EPF has reduced DNeX shares from 2.2785% (in July 2020) to 0.4663% (February 2021). But, I do see new shareholders joining the Top 30 now.

I guess in order for EPF/KWSP to buy, DNeX needs to show them tangible measurements such as decent revenue, decent net profit and dividend pays out to justify a buy call from them. Remember, EPF needs to answer to their top management for wrongly decision made.
In long term, EPF could come in to be the major shareholder again but they have to pay premier price. No more cheap cheap price... Lol.
This is what I think, but I could be wrong.

This is just for information sharing and doesn't represent a recommendation of sell or buy.

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2021-02-13 13:55 | Report Abuse

@homhom,
Well said. With SilTerra 200nm wafer fab, it can provide unique niche market in the semiconductor world...
With I4 and 5G here, more chips are needed. 5G needs a lot of radio base stations set up... Perhaps, automatic industries also need a lot of such chips.

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2021-02-13 13:01 | Report Abuse

@i3lurker

Your write up covers wide range of information whether it is relevent or not, plenty smart viewers here can judge. But. I guess the more you write, the less you understand (this is my perception now)

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2021-02-13 10:22 | Report Abuse

i3lurker said "no need to tell lies to other to make money".
For this, I am 100% agree with him.

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2021-02-13 10:03 | Report Abuse

@shearer202

Sure bor? Confirm bor?


Any formula to calculate that it will reach RM1 within two weeks? Share with us lah...

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2021-02-13 09:53 | Report Abuse

@i3lurker

Unlike many people here, you did some homework about DNeX and you are an investor who never follow some "feel good" news here. Bravo!!

Encik Azman did sold some shares amounted 100000 shares out of 92 mil shares that he is still holding. The quantity shares sold is too small to be worried about.

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2021-02-13 09:16 | Report Abuse

@i3lurker,

There is no such thing about low quality or high quality wafer fab. Just like many other things in this univese, technology evolved. And now we are talking about the latest 5nm wafer fab. Even covid 19 also evolves (mutated) to new variant.. Lol

All 200nm wafer fabs will be here to stay for a long time. For SilTerra, this 200nm wafer fab also can play an active role in providing worldwide demand, especially in the shortage of chips worldwide now.



https://semiengineering.com/200mm-demand-surges/

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2021-02-13 00:31 | Report Abuse

@GrowingRich

Missed the boat?? Who?? I guess you are on board very late. And you only like to listen to "feel good" news in this forum, but not many are sincere in telling you the true or they tell you fairy tales only. It is good to listen both good and not so good news so that you can make right decision rather than follow blindly... Lol.

If you check the history in this forum, you will know that I have already on board many many months ahead of you... Lol

Check the date Dec 27 about NIIS, SilTerra, Beijing CGP and SMIC information.

Also check the semiconductor information about wafer fabrication and apple ( SilTerra) to apple (SMIC or TSMC) comparion.., since then this forum has been jammed up with all sort of wafer fabrication information whether it is relevant or not... Lol

Some people write with good intention others are not.

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2021-02-12 23:27 | Report Abuse

Too much "feel good" talk without tangible measurements (such as revenue, net profit, and dividend paid out) will not trigger sudden spike in price. Let the market decides the price lah at this moment.....

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2021-02-11 22:59 | Report Abuse

5nm is the latest technology. It doesn't mean that the latest one is the best as SilTerra has a unique niche market that can serve the world demand, maybe in the automotive industry.

As long as DNeX (with SilTerra under it umberra) can show us the money in term of decent revenue, decent net profit and yearly dividend pays out, then price surge in long run is not a problem. Only time can tell....

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2021-02-11 22:42 | Report Abuse

SilTerra involves in the 200mm semiconductor wafer foundry...

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2021-02-11 19:10 | Report Abuse

Did Cranmer mention anything about SilTerra??
If he does, then sure HUAT ahhh.... Lol

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2021-02-11 09:10 | Report Abuse

@ nicholas99

You have provided all DNeX news that people need to know in one roof here... Well done!!

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2021-02-10 21:04 | Report Abuse

@omega

Geng Geng Jakel refers to Jakel Trading (textile business), betul tak??

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2021-02-10 14:21 | Report Abuse

@mitchu

Sure boh? Betul keh?

Isn't the deal 60:40 is fixed before bidding SilTerra? Logic thinking, the deal has mutual understand between them...

I love Pinocchio story because every time Pinocchio tells lie, his nose is getting longer.. Lol.

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2021-02-09 23:14 | Report Abuse

Aiyah.... Don't make your life miserable lah.. Just buy Mother for the sake of having good sleep at night. Lol.. Even mother cannot surge up high before son's maturity date, you still can keep for long term...

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2021-02-09 22:56 | Report Abuse

My warrant conversion calculation is very straightforward at the range of 0.005 to 0.10 sen provided Mother can reach 64 sen before July 2021. If you convert then u make 4 sen profit or more (depending what price is your warrant)

But, I guess many also bought warrant at higher price... Thus warrant price can be categories to

1) 33% at 0.005 to 0.10 sen
2) 33% at 11 sen to 20 sen
3)33% at 21 sen to max price.

Therefore, DNeX mother needs to be push to highest price in order for full conversion
The price is
Mother = 50 sen + son max price + margin gain 4 sen.

Isn't the risk is great???

But when irrational (goreng) condition comes, anything can happen... Lol

This is my opinion. But I could be wrong. But, no harm to share.....

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2021-02-09 22:28 | Report Abuse

@Value_Investor_888

To play safe, Mother price must reach this level:
Mother = 50 sen+ son 5.5 sen + margin gain 4 sen
Mother = 59.5 sen (best price for conversion)

So mother is 59.5 sen, and must buy son at 5.5 sen for best deal conversion.


If son reaches 10 sen, therefore mother must be 64 sen for best deal conversion ( I presume)

Assuming son is fully converted at 10 sen (assuming mother at 64 sen) then management can get ~355 mil cash.


But, have you thought about how many shares in free market??? The top 10 shareholders have less than 30% shares, which mens 1.9 bil * 30%= 1.33 bil shares in free market.

Assuming 30% of 1.33 bil shares belong to long term investors ( after knowing dnex has secured ping, undersea cable and SilTerra), they will keep shares for long term. Thus they are still 931 mil shares in free market.
For management to push dnex price from 36 sen to 64 sen to allow fully warrant conversion, do you know how much money is needed to push 931 mil shares in free market


I guess it is better for the MARKET to decide the price rather than for management to push the price higher as the risk is too high.

This is my opinion, I could be wrong.. Lol

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2021-02-09 19:58 | Report Abuse

And a smart guy like you cannot average down the price.. Another doubt!! Lol

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2021-02-09 19:57 | Report Abuse

@very_goat

Are you sure you bought both mother & son at the almost HIGHEST price.. I have doubt!!

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2021-02-09 07:49 | Report Abuse

If you know mother can reach RM2/RM3 before July 2021, then by all means but mother as you can sleep well after you have bought it.. Even your assumption is wrong then you still can keep mother for long term... This is rational thinking and safe.
Kwoning that son maturity is very near, still wanna try your luck?? ... Many people say high risk high gain which I agreed 100%. But your risk must be calculated risk yeah.... Don't burn your hard earned money.

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2021-02-08 13:18 | Report Abuse

@OngKawKaw,
Betul keh itu Cina sudah kasi order chips besar besar?

Macam Kar Ki Kong Kar Ki Song ohhh......

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2021-02-08 13:13 | Report Abuse

@Profit1

How do you know SilTerra has too much liabilities and no assets? Can share with us ahh.. .?
SilTerra is not a public listed company thus getting the right information is not possible.

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2021-02-08 13:02 | Report Abuse

@JackTan1217 and Kakimenipu

Price is moving up slowly and surely lately...
Any good news to share??

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2021-02-07 22:42 | Report Abuse

@shearer202

Read between the lines of write up. And don't put hope that you can move to sea side chalet on a beautiful island... Time for you to wake up and face the reality... Lol.

Someone here made comparison between MPI and Dnex which is not appropriate as he is not comparing an apple to an apple. The appropriate one is to compare the same business model which is TSMC or SMIC. Of course SilTerra has nothing to compare as SilTerra is loss making for many years.. Lol

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2021-02-07 15:06 | Report Abuse

Read my write up again. Comparison between MPI (assembly and testing) and DNeX (wafer fabrication) is not appropriate.
You should compare DNeX (if can get SilTerra lah..) and TSMC (or SMIC).

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2021-02-07 14:47 | Report Abuse

@IronShirt

Semiconductor business in very wide!! It is ranging from wafer fabrication, wafer dicing, die assembly, chip testing to final semiconductor product.
MPI is involved in assembly and testing only. On the other hand, SilTerra is in wafer fabrication, just like TMSC and SMIC.

Comparing MPI and Unisem is OK as both business model are about the same.

Should DNeX secures SilTerra then the appropriate comparison is between TMSC or SMIC. The revenue of these two companies is huge!!!

This is my understanding of semiconductor.

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2021-02-04 22:20 | Report Abuse

@Acson Ho
You are right. No one how DNeX's performance moving forward. That is why I keep mentioning it is a time factor game. As long as the business model is good, a clean management coupled with technical know how then for DNeX price to surge up high is not a problem. Only time can tell.

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2021-02-04 20:49 | Report Abuse

@DoriNemo
Getting SilTerra is one thing and transforming SilTerra from ugly ducking to beautiful swan is another thing. Iris is a good example that tells us despite getting NIIS, price not necessary can skyrocket which many Iris supporters hope for. The same thing will apply to DNeX, even DNeX manages to secure SilTerra....maybe a few sen up.. Lol.

My concern is how soon DNeX (if manage to get SilTerra) can turn SilTerra to profitable again that I emphasize more. Besides that, we also need to know how DNeX is going to finance SilTerra? Via PP again? Bank borrowing? Righht issue with free warrant? New major shareholder emerge.......

Partnership with Beijing CGP is a good move as CGP can synergize SilTerra with their expertise as CGP also invests SMIC.

Bottom line is DNeX needs to show us the money in term of decent revenue, decent net profit and dividend paid out in long run to reflect "Price is what you pay; Value is what you get"

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2021-02-04 19:51 | Report Abuse

Hoping and predicting without clues are not part of the investing strategy. Anyway, tomorrow's price drop or price stable is a good indicator for us to judge whether the investors who subscribed the 80 mil PP has strong confident in DNeX or not. Action speaks louder rather than hoping this, hoping that, predicting this, and predicting that.

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2021-01-30 12:17 | Report Abuse

@dwightwayne

Thanks for sharing your opinion here, whether it is indeed factual/nonsense/bullshit is for us to judge.

For every coin, there are two sided. You only tell us the side of PING purchased is not GOOD, partly due to top management wrong decision, lack of technical know how....bla, bla , bla.

Another side of the coin is that the top management in DNex are also the major shareholders of DNeX. If ( just if ) there is no win win situation in this PING deal, why want to close the deal despite a numerous postponement of HOA. Why make life so miserable, postpone the HOA many times if the PING deal is so straightforward. Bear in mind that the wrong decision executed ( by top management) in PING might jeopardize DNeX;s future and indirectly hurt the major shareholders the most. Logic thinking, the major shareholder understand "put your money where your mouth is"

Dare to write something on another side of the coin??? There is a missing link between the two sided coin based on your write up. But remember yeah, again whether your opinion is factual/nonsesse/bullshit is for us to judge....lol

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2021-01-29 21:55 | Report Abuse

@Simon
My wild guess is 75% punters or very short term players, 25% goes for long term.

From the their comments/postings, you can sense whether they punt or go long term.. Lol

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2021-01-29 20:27 | Report Abuse

@dwightwayne

I welcome constructive discussion. Long story short, why created a new ID and just commented DNeX only (out of a thousand counters in KLSE)?

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2021-01-29 19:26 | Report Abuse

OK, noted. Thanks Simon

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2021-01-29 19:02 | Report Abuse

@falconzrl1

I really have no idea whether DNeX can secure SilTerra or not, as no news has been broadcasted out in main medias.

But, the fund can be renewed and extended is in news.

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2021-01-29 18:56 | Report Abuse

@Simon_Khoo

"renew takes months"... It is the fact or your believe....??

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2021-01-29 18:51 | Report Abuse

Correct. BEIJING CGP fund can be renewed and extended. But, too bad, many never read in details as they prefer hearsay news, "feel good" news from unreliable sources, or conman... Very sad but very true

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2021-01-29 08:56 | Report Abuse

Warrant maturity is getting nearer, thus the risk is getting higher.... The choice is yours

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2021-01-29 08:31 | Report Abuse

Warrant extention is unlikely because terms and conditions are fixed and predetermined prior to listing.

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2021-01-28 14:15 | Report Abuse

@aida0780

Buying warrant is a high risk high again investment. But your risk must be a calculated risk that fulfill three criteria, namely:
1) knowing the maturity (30July 2021)
2) knowing the conversion price (50 sen)
3) knowing the current mother price( 0.285 sen as per 2021/1/27 closing).

Your warrant has fulfilled NONE of the three criteria at THIS MOMENT. The price range for warrant for last 12 months period was ranging from 0.005 to 0.075 sen.... and my wild guess is you has bought your warrant at the higher range (maybe at 10 to 20 sen range)

Assuming you bought your warrant at 15 sen, and conversion price is 50 sen, then you are only safe ( break even mode) when DNex reaches 65 sen within these few months... This is the rational (normal) condition.

Under irrational (GORENG) condition, anything is possible !!! Your warrant must be tailing mother by 10 sen to 15 sen ..lol

At this moment, you have to hope for the best and prepare for the worst case scenario.

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2021-01-27 22:29 | Report Abuse

Too many questions and too few answers, so let the market decides the price. If DNeX can transform from ugly ducking to beautiful Swan (all businesses such as ping, undersea cable, SilTerra start to kick off, and huge profit generated), then for sure price surge will come in tandem. It is just a time factor game.