外圍因素搞店, 等二月業績~加油

''The White House unveiled sweeping new limits on the sale of advanced AI chips by Nvidia Corp. and its peers, leaving the Trump administration to decide how and whether to implement curbs that have encountered fierce industry opposition.

The rules, which are set to take effect in one year, establish caps on the amount of computing power that can be sold to most countries. Businesses in those places can bypass national limits by agreeing to a set of security and human rights standards, US officials said Sunday.

Companies will have a 120-day comment period — which is exceptionally long — to give the Trump administration time to get settled in and make changes to the rule after consulting with industry and other countries, Commerce Secretary Gina Raimondo told reporters ahead of the release.

Raimondo stressed that the Biden administration sought to strike a balance between protecting national security and allowing trade in chips to continue. Supply chain activities and gaming chips are excluded from the new curbs, she added. And Washington will waive licensing for the sale of chips with low collective computing power, such as to universities and research institutes.''
source: https://www.bloomberg.com/news/articles/2025-01-13/white-house-unveils-new-curbs-on-exporting-nvidia-ai-chips?srnd=phx-technology

訂單繼續滿載:-
https://www.digitimes.com/news/a20250109PD237/tsmc-54nm-3nm-capacity-2025.html

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Apple Stock Price Target Gets Boost as AI-Driven Growth ‘Renaissance’ Approaches.
Source: https://www.marketwatch.com/articles/apple-stock-price-ai-414c6647

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来了~!

analysts briefing slides for those who are interested-
https://mpind.my/wp-content/uploads/2024/11/MPI-Detailed-investor-presentation-Q1-FY25_251124-v1.pdf

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Business wise, malaysia & singapore ops are improving QoQ, taiwan ops have been steady growing though at a small % pace QoQ, currency exchange of USD to Ringgit also has regained from 4.11 in Sept to now 4.38. With their customers signalling better revenue (Tsmc guided +12.7% next quarter) in the coming quarters, demand is only getting better..

公司简介:
https://insage.com.my/Upload/Docs/FRONTKN/Corporate%20Presentation%20August%2024.pdf
https://insage.com.my/Upload/Docs/FRONTKN/Corporate%20Presentation%20July%202024.pptx.%20.pdf

https://www.tradestation.com/insights/2024/02/07/quadruple-witching-dates-for-2024-how-can-they-impact-stock-and-futures-trading/

九月二十日期貨指數金融產品結算日, 價量雙雙推高, 下個禮拜見真章😎

美國消費者買單Pro及ProMax系列-
https://www.marketwatch.com/story/apples-iphone-16-is-selling-better-than-the-iphone-15-says-t-mobile-ceo-e7e4e8f7?mod=mw_latestnews

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Congrats @Cakes Moon!

Blackwell全面趕工!黃仁勳掛保證第4季出貨 直言晶片太夯但供應有限 客戶搶不到"比較激動" ->
https://youtu.be/Sq0WbpV4k9A?si=oiNT-EZxm9jn7E3B

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@Cakes Moon, I thought you already all-in few days ago when it was 0.26?

Cakes Moon
Frontken so strong today, I think here is the solid rock bottom price!!!
Alll in Frontken-WB at 26 cents now!!!
4 days ago

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Apple suppliers received orders to increase production by 10% yoy.
http://www.aastocks.com/tc/stocks/analysis/stock-aafn-con/02018/AAFN/NOW.1376867/hk-stock-news

來了~!

纯粹分享个人意见,
1. 最近马币强势又创高冲向4.33, 大部分出口公司尤其半导体和电子都用美元收, 因为美元变弱了换来更少的令吉, 如果生意没增生意额就会变少.
2. 六月的季度营业额及营利低于预期

个人观察和思考问题,
1. 来临季度生意会增加吗?
2. 美元会继续大跌吗?
3. 公司有扩展计划吗?
4. 美国中央银行行动等等

Foxconn quells rumors, confirms on-schedule production for major client:
https://www.digitimes.com/news/a20240827PD211/foxconn-production-shipments-apple-nvidia.html

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业绩还没出哦...?

One of clearest in terms of earnings visibility looking through 2025, management even announced the orders:
https://www.klsescreener.com/v2/announcements/view/6871321
The lack of volume is probably due to:
a) lack of coverage by brokers
b) a small share base - 384m, little floating shares in the market
c) unexciting revenue and profits in the past
Once plant 6's server revenue kicks in, the stock price should reflect the greater fundamentals as revenue size will be doubled or more, not many companies can deliver double revenue by next year..any dips should be opportunities to nimble.

来了!!

https://www.digitimes.com/news/a20240815PD203/nvidia-foxconn-2024-revenue-development.html

GB200 to deliver on time in Q4...
https://www.youtube.com/watch?v=dDdWaEjzBME

台灣業務逐步穩健成長, 可喜可賀~

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台灣業績有進步, 可喜可賀👍