s3phiroth

s3phiroth | Joined since 2019-05-20

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Stock

22 hours ago | Report Abuse

Not all bursa companies make announcement when they secure a big order or new customer.

Stock

3 days ago | Report Abuse

customer c = cambridge industry group

Stock

3 days ago | Report Abuse

Whenever a global mnc becomes a major customer of a bursa listed company, its share price tends to become a multibagger.

For example,
1) Dyson => VS, SKPRES, ATAIMS
2) Tesla => GENETEC
3) Apple/Broadcom => INARI
4) Tsmc => FRONTKN
5) Bmw => D&O
6) Nvidia => YTLPWR
7) Seagate / Western Digital => DUFU, NOTION

So, can natgate become a multi bagger too given their primary source of income is derived from Nvidia ai server, Coherent optical modules and Bitmain bitcoin mining machine?

News & Blogs

3 days ago | Report Abuse

No, this is not an ai server.

NVIDIA HGX H100 8GPU Server is much bigger size and its retail price is about RM1.5mil.

Stock

5 days ago | Report Abuse

I managed to buy some at 2.26. Lucky me!

Stock

1 week ago | Report Abuse

u guys seriously under estimated how much they can make from optical modules when the production lines fully resume in 2H.

Stock

1 week ago | Report Abuse

sns is just a reseller while dufu notion jcy is just a hdd parts supplier.

Seriously, look at the spec of the ai server. Do u see hdd?

Stock

1 week ago | Report Abuse

xfusion server is also using nvidia server. There are the same thing but just different brand.

Initially I thought they appoint natgate as an ems for their nvidia server but now i am not sure. It would be nice if natgate sell the server under their own brand but also manufacture it for other brand.

Stock

1 week ago | Report Abuse

I foresee natgate will hit 1bil revenue from ai server and 500mil revenue from optical module this year. Both of them are very important in ai data center.

Stock

1 week ago | Report Abuse

I read it from an ib's sector research report but i forgot where i read it.

Stock

1 week ago | Report Abuse

Retail price for a H100 8gpu server is about 1.5mil ringgit. Assume net profit of just 100k per server, they could potentially make 100 mil if they deliver 1000unit of ai server this year. The profit from the ai servers alone will be higher than the money they made in 2022!

Stock

2 weeks ago | Report Abuse

Why then it's not reflected in Natgate's revenue and profit ?
----------------------------
Because they just began the production of the ai server in Q1. So far only 20 units delivered, 980 units more to go.

Stock

2 weeks ago | Report Abuse

Those who said vitrox is struggling to get into china market has no idea what they are talking about. Just read the annual report and do the math to see how much revenue they got from china in last 3 years.

That research report is misleading. Vitrox is actually doing quite well in china but struggling to in malaysia.

Stock

1 month 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

1 month 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

2 months ago | Report Abuse

Who are the Ultimate beneficiaries ?

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

Stock

2 months 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

2 months 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

2 months 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

2 months ago | Report Abuse

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

Stock

2 months 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

2 months 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

2 months 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

2 months 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

2 months ago | Report Abuse

What good news? Secure ai server contract?

Stock

2 months ago | Report Abuse

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

Stock

2024-04-22 19:10 | 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

2024-04-22 19:06 | Report Abuse

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

Stock

2024-04-20 21:24 | Report Abuse

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

Stock

2024-03-30 15:15 | 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

2024-03-24 20:20 | 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.

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2024-01-23 18:27 | Report Abuse

Short Squeeze inkambing!!!

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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:

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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!

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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!

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2023-09-23 09:22 | Report Abuse

Johor theme play is awesome!

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2023-09-08 19:29 | Report Abuse

typical pump and dump.

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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.