LOL my pleasure

Just don't listen to the appeaser Fortunebullz

Just stay the course and hold on

Never capitulate

Just don't listen to the appeaser Fortunebullz

Just stay the course and hold on

Never capitulate

Just don't listen to the appeaser Fortunebullz

Just stay the course and hold on

Never capitulate

Just don't listen to the appeaser Fortunebullz

Just stay the course and hold on

Never capitulate

respect

I hope I can be as clever as you

wah this is really active trading

Hopefully

ichiban result

i am small fly. I not like 3iii read so many warren buffett books

So I make small money also happy loh




qqq3 y Icon8888 > Aug 23, 2019 11:54 AM | Report Abuse

Ok lah , make some money buy KFC eat happy already
============

what makes kyy super investor and super sailang and you not?

perhaps u are more interested in fun , for KYY its ego...........

examine the sub conscious to improve performance.

I concentrate on TSMC

Average cost USD42

Ok lah , make some money buy KFC eat happy already


qqq3 icon...u should have just sailang mbm early this year...why buy 50 stocks?


https://klse.i3investor.com/blogs/qqq3/220949.jsp
23/08/2019 11:41 AM

Good time to buy big

Almost risk free

Maybe Sell can learn some lessons from This - it doesn't pay to be pessimistic and negative

Live your life happy and positive

RM5 soon ?

Will be like ambank go up 30 Sen when results out

RM5 I happy already

My cost 230

Sell at 10 times PE

RM5 ?

Bought more CIMB

First batch 503

Second batch 507

Average now 505

Bought some at 394

13 x 4 = 52 Sen EPS

Now PE 7.7 times only at RM4.00

Very good result

yesterday I went temple pray pray ask for armada results to be good

Yinson cost ?

Lesson learned : trust our own calculations and research, don't blindly follow so call Super investor

Excellent result

They can live without US chips, but will have to sacrifice some performance

For example, if they can't get Qualcomm latest modem chips , they won't go bust. They can use back their own less efficient chip, but probably need to add some cooling mechanisms

So it still will work, but might be a bit more bulky

That is the way I understand it

Huawei currently has its own chips

It doesn't need US to sell to it

But it purposely reserve 60% for US companies (consider that as protection fee ?)

If US doesn't want to sell them, they will go to TSMC to produce the remaining 60% using their own chip design

I describe TSMC as Low potential return but high probability of successs

I will be happy with 50% return in three years

You probably do not understand how strong TSMC market position and prospect is, there is why you are not so passionate

I bet quite big. 10% of my portfolio

TSMC to see revenues surge in 2020
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Wednesday 21 August 2019 0 Toggle Dropdown
Growing chip demand for 5G- and AIoT-related applications will boost TSMC's revenues for 2020, which are expected to climb over 10% on year, according to industry sources.

TSMC is also set to generate record-high profits next year, driven by growing sales from 7nm and more advanced process technologies, the sources indicated.

TSMC should be able to see its revenue growth continue to outperform the industry average this year, said the sources, adding that the pure-play foundry is expected to post a slight revenue increase in 2019.

Nevertheless, TSMC is unlikely to post another year of record-high profits this year, due to lower-than-expected profits during the first half of the year, the sources continued.

TSMC has started volume production of chips built using N7+, the foundry's first process node with EUV lithography, since the second quarter of 2019. Huawei, Apple, AMD and Qualcomm are reportedly among TSMC's EUV customers.

TSMC's N7+ node is believed to be more competitive than rivals' due to higher and more stable yield rates, the sources believe.

In addition, TSMC has introduced its 6nm process incorporating EUV with risk production scheduled for the first quarter of 2020. Target applications include high-to-mid end mobile, consumer applications, AI, networking, 5G infrastructure, GPU, and high-performance computing.

As for TSMC's 5nm process technology, regarded by the foundry as "a large and long-lasting node," volume production is slated to kick off during the first half of 2020. Apple is reportedly among the first customers adopting the foundry's 5nm EUV process.

Demand for TSMC's EUV processes is set to become robust starting 2020, when 5G commercialization kicks off, according to market watchers. The availability of 5G networks will be driving chip demand for various terminal devices ranging from network equipment, smartphones, IoT, HPC to automotive.

TSMC CFO Lora Ho said at the company's investors meeting in July that the foundry expects to post an around 18% sequential increase in third-quarter revenues, thanks mainly to growing demand coming from the smartphone and IoT sectors. Ho continued that she believes the fourth quarter will be an even stronger quarter for TSMC, as chip demand for smartphones continues to ramp up coupled with a pick-up in demand for HPC applications.

I bought using my local broker account

Just choose NYSE instead of Bursa

I click buy and sell just like I buy Vitrox

230 nobody buy, 400 everybody rush in

so clever

bought some at 68 to speculate

sifu Calvin please dont bring me to holland....

I think the new golden rule is nonsense

Period

sifu Philips The two quarters thingy is KYY new golden rule

His old golden rule is Buy stocks that earning next year higher than this year

He has already abandoned this rule but I faithfully hold on to it

Wait for result

If good will fly

If not good will laosai

I follow KYY "buy stocks next year earning likely higher than this year"

I think it applies to Gkent

Good morning sifu Philips

I bought Gkent big time at 108

Dumb dumb hold wait for 2020

sifu Ricky I saw it came down so I bought loh

It is almost risk free if you think about it

Memory firms expect explosive growth from 5G starting 2020
Siu Han, Taipei; Willis Ke, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according to industry sources.

The sources said that the 5G commercialization will stimulate upgrades of datacenter servers, and the resultant strong demand for high-capacity server memory will come first to bail the memory industry out when operators move to accelerate establishment and expansion of datacenters.

The sources said the Tokyo Olympics 2020 and the commercialization of 5G services will trigger a positive cycle of investment expansion, stimulating buying sentiment at the consumer end and prompting telecom operators and web service firms to increase their investments in datacenters by 3-4 folds to support the use of 5G mobile devices.

Sumit Sadana, executive vice president and chief business officer at US-based Micron Technology, said that his company will zero in on business opportunities from the ever-growing 5G, AI, IoT and autonomous driving applications, which will create new business models and spur upgrades in memory and storage solutions.

For mobile devices to fast transmit data on 5G bandwidths, high-performance DRAM and NAND flash products will be badly needed along with a new wave of replacement demand for 5G smartphones. In this regard, Micron estimates smartphone storage capacity will sharply expand from 512GB in 2019 to 1TB by 2021 when data transmission speed hits 20Gbps.

Taiwan memory firms revving up deployments

To cash in on immense 5G-driven business opportunities, Taiwan's memory supply chain is also aggressively proceeding with relevant deployments.

Nanya Technology president Pei-Ing Lee said that 5G commercialization will bring two major impacts on the memory market. First is that mobile devices will require bigger memory capacity support. Some flagship smartphones launched so far in 2019 come with 12GB memory, and some midrange models with 6-8GB. Second is that demand for network devices including routers, servers and cloud computing solutions will grow sharply. Accordingly, Nanya started small-volume server memory shipments in the first half of 2019 and will ramp up shipments in the fourth quarter, expecting the shipment ratio for such memory to reach 10% in 2020.

Macronix is eyeing the first wave of 5G opportunities from femtocells, which will grow exponentially in number, and it is cooperating with vendors of network equipment, APs, routers, and Internet of Vehicles (IoV) equipment to jointly tap the opportunities. Macronix is optimistic about strong demand for high-capacity NOR memory products, bolstered by a spate of new applications created by V2X (vehicles to everything).

Meanwhile, Winbond has recently released its 2Gb NAND+2Gb LPDDR4x MCP (multi-chips package) modules to support the operation of high-speed 5G terminal devices,

Innodisk chairman Randy Chien said his company expects to have as many as 300 AIoT clients by the end of 2019, up from less than 100 in 2018, ready to embrace drastic business expansion after 5G commercialization kicks off in 2020.

Adata Technology chairman Simon Chen noted 5G, AIoT and telematics will be the three major growth drivers for the global memory market starting 2020, with demand to explode in 2021-2022 in the largest-ever bull market for memory.

Not sure what you mean. Scratching my head

Dragged down by tax, otherwise good result

It is a blue chip that is about to grow like a 16 years old

I think my interpretation is correct

Please re read

As the Company is an investment holding company, its income depends on the dividend received from its subsidiaries and associates. The Board intends to maintain a dividend payout policy of a minimum of 60% of the Company’s net profit.

60% of company level profit not group profit

Last year made 60 mil

60% is 36 mil

Divided by 400 mil shares is 9 Sen dividend

Very good result

Because They ceased operation of loss making subsidiary ?
See what analysts say tomorrow

If high EPS sustainable, RM4 not impossible

My cost 503

Dumb dumb hold pass to my grandson

TSMC July sale 700 bil TWD per month

But because of 5G, sales in October November and December will be 1 bil TWD per month

The growth is already here