https://www.google.com.tw/maps/dir/No.+6-2,+Luke+3rd+Road,+Luzhu+District,+Kaohsiung+City,+Taiwan+821/745,+Taiwan,+Tainan+City,+Anding+District,+Beiyuan+2nd+Road,+8%E8%99%9F%E5%8F%B0%E7%A9%8D%E9%9B%BBF18/@22.9750176,120.1343809,50753m/data=!3m2!1e3!4b1!4m14!4m13!1m5!1m1!1s0x346e0c7cf114a85f:0x48121f8295e674bd!2m2!1d120.2604112!2d22.8355727!1m5!1m1!1s0x346e7b4ce03ba26f:0xae66b59a3395bf2!2m2!1d120.264487!2d23.1163423!3e0

Just 30mins drive to Fab18.
And guess what is Fab18? Go google them.

https://www.channelnewsasia.com/news/business/us-auto-industry-calls-for-government-help-as-it-warns-of-impact-of-chip-shortage-14565284#cxrecs_s

Catalysts for higher revenue & profit from the business with TSMC
1. More 7nm and 5nm wafers production. These are the crazy high margin wafer from TSMC and also more demanding maintenance tasks which Frontken supports. Hence, should be able to garner higher profit margin too. TSMC production is running > 100% capacity.

2. Expansions of new foundry from TSMC in Arizona. USD 3.5billion was announced.
Definitely need maintenance team to support the foundry too. Opportunity from Frontken to go to Arizona. 5nm Foundry Production start from 2024.

3. TSMC capex of USD 100bil in 3 years.
Very little information about the USD 100bil. I think they are talking about 2022, 2023 and 2024.
Some will go into capacity expansion and some R&D. Either way, they will need maintenance too.
Do you think Frontken stand a chance?

Shares are always forward looking. Dont you think so?
High semiconductor demands from Automotive, Data Centers, Crypto on top of the consumer electronics like smartphones + 5G chips + HPC. These demands are squeezing the semiconductor capacity now.

By the way, Intel and Samsung also announced huge Capex for coming years spending. It shows that the demands are strong to justify new expansions. Of course R&D will be part of it for smaller nm technologies.

ex date end Apr 2021.

https://www.theedgemarkets.com/article/cover-story-lss4-awards-boon-or-bane-winners

TSMC to invest $100 billion over 3 years to meet chip demand (1 Apr 2021)

https://finance.yahoo.com/news/tsmc-expects-invest-100-billion-025345291.html

The EGM is only talking about Resolution1 and Resolution2. It will sure be passed.

Your example fit nicely to my statement.
Buy today and you are ready for Interim Dividend.
Great that you manage to grow your holdings. Lets celebrate and re-surface the same dividend topic again that time. Im sure same questions will be asked again.
You be the saint, i'll be the devil.

TreeTopView is such a sharp and good patience teacher. (*tongue in cheek*)
Good to have you around. Many need you here.
And congrats about your 10.20 match.

Yes, buy today before the Interim Dividend ex-date, you will sure get the Interim Dividend.

buy today sure can get Interim Dividend.

Congrats!! Looking good.

To fans of Intel, TSMC or Frontken. Chill Chill.

No need to talk down on any companies or prove each others view points.
Each of us have our own views/assumptions.

The naysayer seems interested in Frontken that he often visit and comments here frequently. Probably waiting for better price for his entry.

If he is not interested in Frontken completely, then he is just a kind person helping the world. We can thank the person for being so friendly in reminding us the risks from his view points all the time.

Cheers and Lets be kind to one another.

Im waiting for Frontken to open an office in Arizona.
It fits nicely to Biden's program.

@ newbie and fujito,
thanks. together,
with the trade sanction, more semiconductor stock pilling coming....

The upcoming warrant issue to shareholder will be free of charge right?
That means, we will be given free warrant and we can sell it to make $$$ just like that. Correct?

TSMC news - Outlook
1. 5nm, 7nm revenue per wafer increase to USD 1,634 in 2020.
2. 5nm Arizona fab. Production starts on 2024. 20K wafers/month. Small cap. Room to grow.
3. 4nm. Production starts on 2023.
4 3nm Taiwan fab. Production starts on 2H 2022.
5. 2nm. Production starts on 2024.

Frontken news - Outlook
1. Expansion of Taiwan facility. Completion 2022.
2. Exploring new facility oversea. (speculation - perhaps a facility in Arizona?)
3. Crude Oil in the last 6 months has risen over 50% from USD40 to USD60.

Not only BI guys,,,there is also WI :)

Well Said !!!!

pls check bursa website

big dividend coming...need more time to calculate

woo hoo,,,,sunway going up and up and up

alamak...where is the support? Red again.

lol.............

https://www.theedgemarkets.com/article/ambank-receives-notifications-three-more-senior-officers-selling-shares-december

oh dear...dropping. Support support.

Im waiting at RM 9.80. Waited so long.....

https://www.channelnewsasia.com/news/singapore/sunseap-tenaga-trial-singapore-electricity-import-malaysia-14314670

https://www.theedgemarkets.com/article/tnb-foreign-shareholding-drops-1275-lowest-august-2012

tomorrow will queue at RM 9.80 :)

https://www.globenewswire.com/news-release/2021/02/16/2176051/0/en/Allo-Technology-s-Nationwide-Open-Optical-Network-Leverages-Infinera-s-GX-Series.html

https://www.malaysianwireless.com/2020/09/digi-allo-fibre-broadband-melaka-perak/?__cf_chl_jschl_tk__=1bbc084c3feadde1ca905ad49782ad780a53551c-1614411662-0-AVgoJdHMm73mwIH8W3m8ao47FZdw5tG5ueu76cSUcimQYIaz-lFScqqomOJ0pGMs1lUSWxxeDNEdnwpX9oN_Sil0jo7rw_S1KpMyDsjHE7T8-0M4yYm5MKq3vEb0U1D344xgkAnnyUNQp5vrYdFD_zbUKYUccneA0u6nOnT6Tsm0H7F0vvNEh-nAZwwzkIwZ-nYo5DmvZxTCWwvO5QbRiyr0MiQ79fppO7puB2IcTNcHwn8PbJ2ndBXbmH8WOnuaZQeEdWAGPRT38XCG3zPhF5bilwOfzpYg-Ak4nfepWrQQb95LR4biY5IcM2R4w3CjbZZLaf40WaxfgspOcU4wtOZVSVquJGZm4kri-o9VswGLlU3oZpvIgxH1UFA_AVOIXg

https://www.tnb.com.my/assets/press_releases/20200433bm.pdf

https://www.soyacincau.com/2020/07/06/tnb-fibre-broadband-nfcp-expand-other-states-peninsular-malaysia/

https://www.kkmm.gov.my/en/culture/bhg-kandungan-komunikasi-dan-perkhidmatan-pos/233-kpkk-news/17330-bernama-06-july-2020-tnb-will-expand-nfcp-project-nationwide-saifuddin

Any latest news on the fiber project?

when is the ex-date of the dividend RM 0.58?

https://focusmalaysia.my/markets/hartalega-3q-2020-net-profit-hits-new-high-9-65-sen-dividend-declared/

https://www.tpsgc-pwgsc.gc.ca/comm/aic-scr/provisions-supplies-eng.html#response

wow Harta. Go! Go! Go!

https://www.tnb.com.my/assets/quarterly_results/Analyst_Briefing_3QFY20.pdf
Read this. Go to page 22 on Tenaga Dividend Policy.

https://www.theedgemarkets.com/article/power-discount-six-economic-sectors-be-funded-govt-%E2%80%94-tnb

"The impact of the discount and the rebate is neutral on TNB as TNB's electricity revenue will not be impacted. There will also not be any effect on TNB's business operations and financial position," the company said.

https://www.youtube.com/watch?v=B2z6SZkRlvM&feature=emb_logo

Turned into video documentary now.

Parliment Digantung...sad day!!!!
Imagine what consequences this will have on our country?

SMC needs time. During Covid19, revenue from medical tourism will be impacted.
The catalyst would be securing the buyer of the 20%.
Until then, hard to see explosive price movement.

Even targeted MCO, i afraid the impact is still there.
All states with high economy values will be under targeted MCO.
ie. Selangor, Johor and Penang.

https://www.theedgemarkets.com/article/sunway-ventures-fintech-51-stake-credit-bureau-malaysia

https://csr.tsmc.com/csr/en/update/inclusiveWorkplace/caseStudy/10/index.html

Ares Green Technology received the well-deserved “Continuous Improvement in Environmental, Safety and Health” award for its outstanding efforts.

digital bank license :)

https://www.bernama.com/en/business/news.php?id=1914628

Supermax said Maxter Healthcare, which has paid-up share capital of US$100 million (US$1=RM4.04), is principally involved with the manufacturing of Made in USA medical gloves, other personal protective equipment and building a national headquarters in the US.

wow...i am amazed.

"Kareemabduljabbar What a bunch of morons. The PA is 118 but. Mother share is 157. PA trades at a massive 33 percent discount. As yourself why why why. Why does the mother share zoom up from 146 to 157 but PA goes DOWN ? Ha ha ha.
12/12/2020 10:32 AM"

Yes, the PA 5.25% dividend is not fixed however, if you do the calculation the 5.25% only needs RM58M yearly from Sunway's net profit.

Now, if we look at Sunway historical net profit, then you would be able to see how likely they can pay out the RM58M for PA holders.

Another condition, in order for Sunway mother holders to receive their dividends, PA holders must be paid 1st. So, do you think they will jeopardize their yearly dividends track record to Sunway mother holders?

Thanks. Sunway always has sufficient profit to pay the dividend. Not a problem. :)