Awang Putra needs cash for his Minetech play and Raya angpow. All looking fair.

strap onto your KNMs....qr will give us a free spaceX ride to the moon

Ikan bilis oh ikan bilis...shark feeding time....

Buy before is too late...QR will bring us to the moon

By all means, ikan bilis pls sell all tmr...

Thick roadblock @1.90 . Operator farming below those level for next leg up?

Amazing la...imagine if there was no covid19, gonna make even more monehhhh! Then again, if no covid19 , no cheapsale serba hahaha! No more nowwww

Abdullllll Karimmmmmmmmmm

Impatient ikan bilis feeding sharks again ..what a pity lol

Mi failed to capitalize on the larger capacity of their new factory. Tbh was expecting a bigger revenue growth. Slightly disappointing, but oh well, profit is still a profit.

Impatient ikan bilis smashing own balls

Ikanbilis, 1.59 is your last call to sell.

Sharks are discipline. There are still plenty of impatient ikan bilis out there.

can't wait then sell my friend

https://www.hydroreview.com/2020/03/16/hydro-village-serba-dinamik-sign-agreement-for-57-3-mw-myagdi-khola-hydro-project/#gref

Abdul Karim has found solid footing in Nepal. Nicely done. Next mini hydro project would be Serba's turn. Stay tune.

Woohoo steady counter. Long live Abdul Karim.

https://www.renewableenergyworld.com/2020/03/17/hydro-village-serba-dinamik-sign-agreement-for-57-3-mw-myagdi-khola-hydro-project/#gref

Incorporation of tech/IR 4.0 into the O&G business has been the focus of Abdul Karim since last year. You can hear him talking about this over and over again when he engaged Bloomberg News to promote Serba Dinamik in their commercial advertisement..

where are those gap down warriors? Disappointed that it didnt happen. I wanna sapu more!

Another sensible move by midas touch Abdul Karim...never fail to impress.

Midas touch Abdul Karim loading more..haihs no more cheap sale again

Abdul Karim incoming...damn no more cheap sale tmr

fast up, fast down...

ikan bilis is good. It adds in flavor to the soup.

This says alot. if you still believe that they are lying about their turnaround story feel free to dispose or not purchase their shares.

3 years ago the company's management promised that the company is on the pathway of transformation to profitability. no doubt the process wasn't easy and delayed in some sense, but hey, the company has delivered what they promised by providing a full year profit in such challenging business environment.

the drop probably due to Tabung Haji. For all you know maybe banks are selling shares which was pledge by TH to cover the repayments for their loans?

If you notice, knm share price has been going down since the announcement on 31 December 2019 of the disposal of one of Borsig's non performing subsidiary - Borsig Compression has been postponed to a later date. However if your read this news article - https://express-novosti.ru/interesting/events/2147511183-ingk-opredelila-tseli-v-oblasti-kachestva-i-razvitiya-na-2020-god.html (pls google translate to english), you will find that the the purchaser INGC - Russian Company, has already given all clues that the deal to acquired Borsig Compression has already taken place.

With this non performing assets of Borsig has already been taken place, this would mean that

1) the balance sheet of Borsig would be even stronger, thus as a group wise - Borsig Group, the prospect of finding a strategic partner to buy a stake in Borsig Group and expand the business to another level would be even easier and more compelling.

2) A stronger QR results would come in play, due to the first point as mentioned above.

Therefore, I believe KNM price has been priced down for the wrong reasons. The good side to this is that we are able to collect this GEM with high potential upside at a bargain price

cuti-cuti malaysia courtesy of Myeg?

Slow and steady. No rush

The boost came earlier than I expected. Cool

Vitrox rocketing up today. Soon it will be Mi's turn

Inari is just a testing and packaging company that cater most of their services to Broadcom who owns the IP technology for the RF modules. In terms of market share, Broadcom is slightly a head of Qorvo. The fact that Inari is only concentrated on Broadcom instead of producing for other is most likely due to commercial conflict of interest protection imposed by Broadcom. In addition to that, Qorvo has no reason to sub their production modules out since they have their own production line. The only RF competitor to Broadcom that sub their production works to OSATs is Skyworks. But their market share is tiny relative to Qorvo and Broadcom.

If Qorvo buys Broadcom's RF business over, Qorvo will be the single largest marketshare. The likelihood US Antitrust will block that deal would be pretty high too since it reduces competition ( A good example is Broadcom take-over deal of Qualcomm). Plus Qorvo has no reason to buy over since Qorvo already have a strong footing in BAW filters.

Therefore my guess, the potential buyers will be down to either Skyworks or Apple.

If Skyworks buys over, Skyworks existing OSATs doesnt have the necessary capacity to absorb all Broadcom's order. And why would they disrupt and shift everything to them in the first place? Inari has the proven track record and cost effectiveness. Skyworks would be shooting themselves on the foot if they ever do that for causing disruptions. Instead, i think this could also be a blessing for Inari, as they can now even compete with Skywork's existing OSATs for their orders (= more orders).

If Apple buys over, i dont see why Apple need to boot Inari out, since Apple is a software based company, they will still need OSATs to produce for them. Apple has been working with Inari indirectly via Broadcom since the first Iphone. The longterm relationship and trust they build throughout this year all pens down to their capability and cost efficiencies. Assuming Apple is the new boss for the Broadcom's RF business, Inari will still be Apple's Preferred OSATs (another one will be ASE).

With 5G theme coming in play next year, i dont see why Inari should be shaken.

Inari is just a testing and packaging company that cater most of their services to Broadcom who owns the IP technology for the RF modules. In terms of market share, Broadcom is slightly a head of Qorvo. The fact that Inari is only concentrated on Broadcom instead of producing for other is most likely due to commercial conflict of interest protection imposed by Broadcom. In addition to that, Qorvo has no reason to sub their production modules out since they have their own production line. The only RF competitor to Broadcom that sub their production works to OSATs is Skyworks. But their market share is tiny relative to Qorvo and Broadcom.

If Qorvo buys Broadcom's RF business over, Qorvo will be the single largest marketshare. The likelihood US Antitrust will block that deal would be pretty high too since it reduces competition ( A good example is Broadcom take-over deal of Qualcomm). Plus Qorvo has no reason to buy over since Qorvo already have a strong footing in BAW filters.

Therefore my guess, the potential buyers will be down to either Skyworks or Apple.

If Skyworks buys over, Skyworks existing OSATs doesnt have the necessary capacity to absorb all Broadcom's order. And why would they disrupt and shift everything to them in the first place? Inari has the proven track record and cost effectiveness. Skyworks would be shooting themselves on the foot if they ever do that for causing disruptions. Instead, i think this could also be a blessing for Inari, as they can now even compete with Skywork's existing OSATs for their orders (= more orders).

If Apple buys over, i dont see why Apple need to boot Inari out, since Apple is a software based company, they will still need OSATs to produce for them. Apple has been working with Inari indirectly via Broadcom since the first Iphone. The longterm relationship and trust they build throughout this year all pens down to their capability and cost efficiencies. Assuming Apple is the new boss for the Broadcom's RF business, Inari will still be Apple's Preferred OSATs (another one will be ASE).

With 5G theme coming in play next year, i dont see why Inari should be shaken.

Post removed.Why?

Solid qr

TS Wong is still biggest shareholder. Would be very interesting to know who is the powerful figure behind who has the capability to chew the entire stake from Dato' Dr Norraesah. Is either gov related or some big fund.

Wow. Some powerful figure behind the purchase. Interesting

MYEG will ultimately raised its stakes to 40 percent (biggest shareholder) over the course of 3-stages in PT CIU (to be completed by Q4 2019) with the total investment consideration of approximately RM 40 million ringgit. Which means revenue growth can be materialized very soon

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6230453

Something is brewing over at Indonesia!

Any idea when is Jumpa officially opened?

a company who assists others to go automation and yet their own assembly process are mostly conducted manually..technology company eh? yawns

https://www.thestar.com.my/business/business-news/2019/07/09/ijm-says-its-lrt-3-underground-contract-terminated/

Gg. Fair value RM1 and below

casino tax is bound to increase.

contagion risk from contract termination incoming

Can MoF disclose who is this local independent consultant? We need to do our own background check to see whether they are fit and have the necessary experience to audit the job.

I wonder who is this local consultant advising MoF

So now I choose appeal not to your logic but to your humanity and to your love for the rakyat of Malaysia. Don’t crush the hopes, dreams, futures and livelihood of 20,000 working class Malaysian employees who have toiled to build this nation. 20,000 jobs, 20,000 families, and countless hopes and dreams. I have heard people saying that there must be pain before there is gain. But not this pain; this is pure, outright injustice to the 20,000 who have done nothing wrong but to give their lives and time to serve this beautiful nation. The blood will be on your hands. #demirakyat #prayforMRT2 #save20000jobs #save20kjobs

Aged 28, Justin Chin Jing Ho is a top-flight engineer and one of the key faces of MMC-Gamuda. He is the epitome of brain drain recovery in Malaysia.

The views expressed here are those of the author/contributor and do not necessarily represent the views of the page owner.

P/S: My brother Justin doesn't have a FB account thus he requested a brother in need like me to assist.