@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.

Q4 result should be out within next 1-2 weeks.

Interesting to know the numbers as numbers eventually speak on its own.

Now that DNEX had fully acquire Silterra, next quarter result should incur the CAPEX of maintaining the Silterra and the impact on its bottom line.

@MiaoMiao7

The article posted earlier.

I do not see any impact to MFCB.

The PPA would already agreed upon between IPP and EDL.

Whether EDL increase or reduce tariff, no relation to IPP.

https://www.theedgemarkets.com/article/microlink-subscribes-2-mil-shares-inari-amertron-rm62m

Don't see any relation with HK market.

Not sure how Stanley Choi feels with the current covid situation in Msia.
Investing on china airline would be a better bet after all.

Well, Brahmal entry in CTOS was around 0.20 in 2014 and he already made a cool 600% return after disposing 40% stake during IPO.

Depends whether CTOS able to continue growing at 20%-30% pa as he envisioned.

He made a smart move to remove CIBI which is the major contributor to overall growth for CTOS in the last 7 years.

Well, another IPO for CIBI later in their home country and we missed that

Nope.

Same private placement announced a few months back.


No takers for the private placements portion.

Largest shareholder Huatian Technology (Malaysia) Sdn Bhd sold 1.5% recently.
Any news or reason?

Had anyone here gone for vaccination?

Do ask the nurse or doctor who vaccinates you?

Question=Do you dispose your glove for each patient you vaccinate?

This is G7 contractor.

Now still unable to start work.