@richardsharing

Inari's factory in Kunshan is only 4,650 sqm so the capacity for production is also very limited.

Compared that with Msia's + Philippines total factory size 111,722 sqm.

In other words, China size and capacity to production is only 4%.

You may refer to latest annual report pg.221 + 222 for these details

Anyone knows from latest QR, how to segregate Silterra portions?

Company will be planning to raise more cash for the next phase capacity expansion.

A few options available, private placement, warrants issue or rights issue

Yeah agreed.
This counter is a good dividend yield stocks.

Not suitable for others who are looking capital growth.

If you are comparing genetec, MPI, SAM, frontken,Vitrox, etc, you are at the wrong forum.

@asml_tsmc

Noted.

I have added more ASML instead.

@asml_tsmc

I believe EV using less than 16NM is limited as it's very expensive and the quantity may be less than 10mil unit per annum since world car sales is only at 52 mil per annum.

Smartphones shipped in are more than 1.0 bil per annum

More profitable to increase capacity for smartphone biz than EV

"The Chinese Yuan will soon replace the US dollar as the world’s currency"

I doubt so.

Why write something so childish.

Can't even make it even 5% of the global reserve currency.

Try over throne GBP and JPY first.

Looks like more force selling from the major shareholder's margin call.

Give the share price time to normalise.

Long term fundamental is till there unless there is new technology that can replace glove.

Coal price rallied from USD46 to USD166 in last 1 year.

Not sure if this has impact on their profitability.

Unless, the coal supply agreement honors a fixed price regardless of market price.

Q4 results quite dissapointing

Q3 results also. Seems peak earning in Q2.

According to Q4 report, Group encountered logistical challenges for certain semiconductor equipment due to the nationwide Movement Control Order 3.0 (“MCO 3.0”) effective from 12 May 2021. Also, the Group
was only allowed to operate at 60% capacity until 6 July 2021. MCO 3.0 was further extended where the Group was allowed to operate at 80% capacity from 7 July 2021 to 19 August 2021.

@Starship2

Based on Supermax's planning capacity by end 2022 would be 48 billion.

Based on Hartalega's CEO ASP assumption at USD35 post pandemic with the 48 billion, would yield approximately EPS of 0.625.

Unlikely to go lower than that as, capacity planning would increase annually and would annual ASP growth as well.

A 30% drop in ASP is quite significant.

The CEO mentioned 'expected', means forecast?

From Q3 to Q4 seems like earnings peak.
Have to Q1 earning able to sustain and justify the price rally.

Anyone attended the AGM?

Any minutes to share?

Anyone has any news why the QR not out yet?

Seems a little later than usual.

@rr88

I believe no one here really bothers about PE.

Even at pe 200, everyone is buying in as long the price is moving up.

@llrr77

Please share the details of the factory operation in China for the high performance test contactors (eg: what stage %, months expected to complete, 5-years capex, expected revenue/profit upon kick off)

SAM should spin off the semiconductor company and pursue IPO to get better valuation as compared with earnings from aerospace.

https://www.theedgemarkets.com/article/cover-story-building-nextgeneration-sensors

Some details on Silterra published a few months ago while waiting for QR release

No progress guidance from management regarding china on the high performance test contactors in latest QR.

page 15 of the quarter report under Investment Holding & Others.

Revenue for investment holding and other segments comprise mainly interest income from the deposit of funds, trading of
building materials and gloves. The decrease in operating profit was mainly due to pre-operating losses incurred for gloves
segment.

Glove contribution less than 1% of quarterly total revenue.

Have to see full quarter contribution in Q3

Those subscribe to PP at rm3.90 start to feel the pain.

But ASML and frontken in different segment even though both are related to semiconductor

@NaiveInvestor

Thanks for the details.

Looks like Genetec is into providing assembly line +equipment for EV and battery.

Then means this company wouldn't be that attractive as compared with EV manufacturers or EV battery manufacturers.


It reminds me of glove manufacturers like Harta, Topglove, Supermax vs assembly line providers like HLT Global, AT Systemization

Any idea what is the exact area of EV the company is working on?

Got this from the company website but it doesn't state much.

https://genetec.net/electric-vehicle-battery.php

Yeah, UWC price is more volatile.

Anyone holding it much earlier, will not feel it.

@Trevor777

No one can tell the future price unless you are god.

Look at whether the biz can earn money first.

Khazanah owning it for decades can't turn it around, let's see if DNEX can do it.

I would say in 1 year time is time to look at the report card whether worth to continue holding DNEX.

Duke 3 completion is Mar 2022 but may be extended due to EMCO in June/July.

Hope that it can be fully completed by 1H 2022.

Couldn't believe it that Harta stock price reached pre-pandemic, 27/8/2018

EPF is rebalancing their portfolio as well since last year.

Moving abroad for better return.

https://www.thestar.com.my/business/business-news/2020/07/02/epf-plans-to-invest-more-overseas-for-higher-gains

Probably just selling his ESOS shares.

EPF has many funds that include Inari, some will purchase and some will sell.

Silterra previously consider GLC but sold to Dnex and CGP fund for 60:40 ownership.

Should be private hands already.

Though still have some stench of GLC.

Any idea if TF as newly appointed into NRC still valid with this cabinet resign.

QR will be out in 2-3 weeks time.

Should be interesting to know the latest update of ASP, demand and supply capacity.

Let Pecca focus on it's core biz.

Ins't it the MD can go for IPO for rentas health on its own?

If the rentas health is so profitable, I wouldn't even share it with my shareholder.

Yeah, fishy.

@Adam Lim, you are just kidding right?

D&O rallied more than 100% year to date, today drop 2.8% is consider a lot????

Interesting about Frontken's recent quarter result as compared to the full utilisation of TSMC capacity.

I believe TSMC outsourced the precision cleaning services to others like Frontken as well. From google search there is approximately a dozens of company with similar skill sets globally which at least half comes from Taiwan.

LPI heavily on general insurance unlike Allianz which has 60% of premium revenue comprise of Life insurance.


Compare the car/fire/theft with life, general insurance will be less affected than life insurance during pandemic period with many lost of jobs and biz affected.

Only two foundries able to produce 7nm.

TSMC + Samsung

Choose either Taiwan or Korea

@treasurehunt

What is your take on the FV for Sam?

with tech comparison among EMS players

Yeah ,PP and cashflow impacts will only be known after 2022, I believe this 12-18 mths will be putting the right strategy in place with good orderbooks on hand.

Besides that, upgrading the technology takes time for implementation and is not overnight.

Yes, Covid will likely be endemic.

Have to live with it just like chicken pox.

It spreads fast but you don't need to close the entire district for it.

With vaccination, severe side effects is reduced significantly.

Annual booster will will be trend for a while

Already pandemic period not resolve, now politics, this market will lose its confident from foreign investors.

How many PM change hands since 2018?

Sigh!

Msia can learn from United States on their re-opening of the airline operation.

In fact, now should start re-hiring staffs before year end.

Else they have to give sign on bonus just to attract talents.

@Besafe

Revenue didn't meet the min requirement to graduate to Main Market.

Last quarter for an impressive result.

The laggard in adjusting the ASP by 2 quarters.

A little disappointed with the dividend payout despite higher PAT, was hoping it declare at least 30cent.

What to be dissapointed.

During pandemic period, having all time high revenue and net profit is very impressive.