s3phiroth

s3phiroth | Joined since 2019-05-20

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Stock

2 days ago | Report Abuse

Because its primary customer who contributed more than half of the revenue is still in the process of relocation from china to malaysia therefore cause a temporary drop of revenue. The relocation is expected to be completed by 24Q3.

News & Blogs

3 weeks ago | Report Abuse

hdd is mostly used for those conventional datacenter for data storage purpose. That is why the rise of online streaming media like netflix youtube tiktok created huge demand for hdd in last 10 years.

However what ai datacenter really need is ssd which has much higher data read/write speed.

News & Blogs

1 month ago | Report Abuse

Who are the Ultimate beneficiaries ?

=> DUFU, NOTION, JCY as parts manufacturer for hdd, SAM as hdd/ssd test equipment manufacturer.

Stock

1 month ago | Report Abuse

They said this in their recent released annual report 2023:

With the mix of capabilities and the products and solutions offered, Mi Group as a comprehensive solution provider is ready to seize any opportunities for business diversification and localisation. We remain aggressively optimistic about the Group’s prospects for the FYE 2024 and beyond. We are confident that the gradual recovery seen in the worldwide semiconductor manufacturing sector will lay the groundwork and build the momentum for continual growth.

We shall continue to pursue our path in diversification for the SEBU where the newer state-of-the-art machines series are expected to bring heightened contributions to overall revenue. The SMBU, equipped with cutting-edge manufacturing technologies to produce micro-solder balls from our patented alloy, will continue to expand its market presence. In SSBU, our initiative aligns with our strategy will enable the Group to seize opportunities within the Automotive & Renewable Energy segment.

So here they said they are "aggressively optimistic". How ah?

Stock

1 month ago | Report Abuse

u know what was the best part? They said they were optimistic but the price still big gap down on next day. Now they are pessimistic when every signs suggest that the worse of semicon industry is over and recovery is on the way.

Stock

1 month ago | Report Abuse

In 23Q4, net profit was 20mil if excluding 8mil forex loss, price big gap down on next day. Now the net profit was 17mil if excluding 10mil forex gain, so price should gap up or gap down?

News & Blogs

1 month ago | Report Abuse

when kyy call buy, u run. This strategy works EVERY.FKING.TIME.

Stock

1 month ago | Report Abuse

EPF has emerged as the second largest shareholder of SAM. Finally the national team discovers the value of this fast growing tech company and bought huge shares in just one shot!

Stock

1 month ago | Report Abuse

Eca barely maintained profitable in last quarter. Without new orders, how u guys think it can remains profitable in next qr?

Stock

1 month ago | Report Abuse

btw the nationgate's factory that manufacture the ai server is about the size of pie's factory. If pie can get >rm1bil per annum, why not nationgate?

Stock

1 month ago | Report Abuse

5354, A good company should build a factory on suitable land but not the land own by another big boss company.

Stock

1 month ago | Report Abuse

What good news? Secure ai server contract?

Stock

1 month ago | Report Abuse

No, pie is not the 1st or the only one doing nvidia server in bursa.

Stock

1 month ago | Report Abuse

nowaday high capacity hdd can use up to 12 plates hence more spacers are needed. That is why dufu can still make good money while other hdd players like notion jcy suffer from the rise of ssd.

Stock

1 month ago | Report Abuse

they are making hdd spacers. The purpose of spacer is to separate the disk plates inside hdd from touching each others.

Stock

2 months ago | Report Abuse

ai server contract? how? by doing what? put a spacer inside a server?

Stock

2 months ago | Report Abuse

The key is not about einvoice upgrade. It is about all biz in regardless of size need einvoice. That means even a roadside hawker who never bought any accounting software need to buy a software to comply to the requirement.

Imagine what kind of potential it will be.

Stock

2 months ago | Report Abuse

Mark my words, this counter will become smci malaysia version. They are going to start mass production of ai server powered by nvidia chips very soon!

Stock

2024-03-20 00:42 | Report Abuse

More impairment inkambing due to china deflation and weak consumer spending.

Stock

2024-02-28 13:48 | Report Abuse

Limit down inkambing!

Stock

2024-02-25 16:13 | Report Abuse

I would not sweat a bit especially the huge 10mil forex loss was unrealised. No biggie because all semicon companies do biz in usd therefore provide a nature hedge against forex fluctuation.

Stock

2024-02-16 08:16 | Report Abuse

Fertilizer price already falling back to prewar level.

Stock

2024-01-23 18:27 | Report Abuse

Short Squeeze inkambing!!!

Stock

2024-01-23 17:53 | Report Abuse

That was UEM Renong and it has nothing to do with UEM Sunrise.

Stock

2024-01-19 06:28 | Report Abuse

Chb doesnt own any data center :facepalm:

Stock

2024-01-15 12:39 | Report Abuse

Data center m&e contractor ftw!!! Gogogo!

Stock

2024-01-14 14:02 | Report Abuse

U ppl are narrow minded if u are looking at potential revenue from the construction of data centers only. In fact, most of their revenue derived from Penang E&E manufacturing facilities expansion (or new) by global E&E MNC. The demand for semicon maybe slow now but definitely not the new/expansion of the E&E manufacturing facilities.

Stock

2023-11-18 21:00 | Report Abuse

qr bomb imkambing! Mark my words!

Stock

2023-10-05 11:22 | Report Abuse

Those who missed the boat can consider perdana and eatech for osv sector turnaround theme play.

Stock

2023-10-04 09:34 | Report Abuse

It is a no brainer to buy an offshore support vessel stocks given the current charter rate.

Stock

2023-10-03 13:51 | Report Abuse

OSV company is doing exceptionally well since the chartered rate shoot through the roof!

Stock

2023-09-23 09:22 | Report Abuse

Johor theme play is awesome!

Stock

2023-09-08 19:29 | Report Abuse

typical pump and dump.

Stock

2023-08-23 19:32 | Report Abuse

The result would be even better if not for the 10mil forex loss.

Stock

2023-07-13 18:53 | Report Abuse

Trust me! KLK will offer RM1.8 per share!

Stock

2023-07-12 19:27 | Report Abuse

Well, i was wrong. The LOI already expired mid june but still no material development even after 1 month.

Stock

2023-07-11 17:05 | Report Abuse

habis cerita! run run run!

Stock

2023-06-30 09:12 | Report Abuse

ybs has market cap of 163mil only. Just like genetec where they were valued less than 200mil before the tesla contract!

Stock

2023-06-30 09:09 | Report Abuse

enovix up 25% on the day it announced army contract and continue to up 5% and 4% in next 2 days! YBS will announce a formal collaboration agreement soon after the banker finish collecting!

Stock

2023-06-29 13:21 | Report Abuse

tomorrow wash contra kaki! collect low!

Stock

2023-06-28 10:33 | Report Abuse

Can go higher when the company announces a formal collaboration agreement. Genetec 2.0 in the making...

Stock

2023-06-28 08:38 | Report Abuse

Enovix's share price spike 25% yesterday because they receive purchase order to produce battery cells for US army. Good for YBS one step closer to turn LOI into real agreement!

Stock

2023-04-27 18:08 | Report Abuse

1. queue sell at 185.
2. queue buy back at 175.
3. repeat step 1.

easy profit lol...

Stock

2023-04-20 19:23 | Report Abuse

welcome to the bursa de casino.

Stock

2023-04-17 19:52 | Report Abuse

Habis cerita. Run!!!

This share is no way close to salute! Dont be naive!

Stock

2023-04-14 19:00 | Report Abuse

chatGPT3.5 = 一本正经的在专业课题胡说八道。

chatGPT4.0会稍微好一点。

Stock

2023-04-10 23:08 | Report Abuse

1. queue sell at 175.
2. queue buy back at 165.
3. repeat step 1.

easy profit lol...

News & Blogs

2023-03-28 08:15 | Report Abuse

Done nothing for malays but his cronies and family after over 22 years in power.

Once lost power and deserted by malays in GE then he starts to pretend he want to help malays.

Fool me once, shame on you.
Fool me twice, shame on me.

Stock

2023-03-08 20:37 | Report Abuse

tomorrow limit down like cfm...