Posted by UnicornP > 2019-08-22 15:58 | Report Abuse

So far 5G hot stocks : OSAT(Inari), ATE(Penta, Vitrox), Semicon back-end(Frontkn, UWC), HDD(Dufu, Notion). Bonus: Salute

Posted by RainT > 2019-08-22 18:15 | Report Abuse

if you invest in 5G related counters now,

then be prepare to hold at least until year 2020

Posted by RainT > 2019-08-22 18:16 | Report Abuse

to make big money is to invest when nobody wants it

not when the price at the peak high

this goes to MPI and INARI

Posted by qqq3 > 2019-08-22 23:43 | Report Abuse

RainT > Aug 22, 2019 6:16 PM | Report Abuse

to make big money is to invest when nobody wants it
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u talking about London biscuit? or armada?

Posted by UnicornP > 2019-08-22 23:59 | Report Abuse

I reframe his word: to make big money is to invest when everybody panic about some kacang external issues like trade war & inverted yield curve

Posted by miketyu > 2019-08-23 08:46 | Report Abuse

is MI equipment part of the ecosystem?

Posted by No right Nor wrong Only to Win > 2019-08-23 08:49 | Report Abuse

Yup. Mi is vitrox best close competitor.

Posted by miketyu > 2019-08-23 09:20 | Report Abuse

Only that Vitrox has larger scale than MI right?

Posted by qqq3 > 2019-08-23 10:16 | Report Abuse

https://www.investors.com/news/technology/5g-stocks-5g-wireless-stocks/?src=A00220&yptr=yahoo

Posted by qqq3 > 2019-08-23 10:25 | Report Abuse

every year there will be a handful of stocks that will do well and a lot don't. If you spread your money into 50 stocks, at best a mediocre result, and unlucky can lose 10% or more. Because Bursa alone is so difficult , people like Philips and Icon have to go global to find out- performance.


https://klse.i3investor.com/blogs/qqq3/220949.jsp

Posted by Icon8888 > 2019-08-23 14:14 | Report Abuse

I concentrate on TSMC

Average cost USD42

Posted by sc Khaw > 2019-09-05 11:58 | Report Abuse

OCK as well

Posted by qqq3 > 2019-09-05 12:14 | Report Abuse

Posted by sc Khaw > Sep 5, 2019 11:58 AM | Report Abuse

OCK as well
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actually u are right...as for 5 G......the only ones in Malaysia to benefit are the tower guys.......The telcos are just spending money ......

Posted by qqq3 > 2019-09-05 12:15 | Report Abuse

.The telcos are just spending money ......and writing off old expenditures....tough for these guys so don't expect much..........