Posted by cbkia4896 > 2021-08-17 23:43 | Report Abuse

i think he just want people in palm oil stocks la, thats why shout SO LOUD IN LARGE CAPS.

Posted by calvintaneng > 2021-08-17 23:48 | Report Abuse

Vitrox and Mpi insiders start selling because price too rich now

Posted by calvintaneng > 2021-08-17 23:50 | Report Abuse

cbkia4896

I did not mention palm oil in this warning of Tech sell down

Of course we should know and decide for ourselves what is best

Posted by calvintaneng > 2021-08-17 23:53 | Report Abuse

See as expected

Currently

Dow dropped less than 1%

But Nasdaq tech dropped by more than 1%


So the higher it goes up now the lower it will fall down again

Posted by khwong3303 > 2021-08-18 00:07 | Report Abuse

Smart money started offloading tech stocks since last Friday.

Posted by treasurehunt > 2021-08-18 07:32 | Report Abuse

When Nasdaq is falling, everybody throws away no tomorrow. Joke to say investing technology companies in long term... Moat become mold.

Posted by calvintaneng > 2021-08-18 08:20 | Report Abuse

Yes, I remember year 2000 the dot com bubble craze

2 entities did not participate were

Warren Buffet

he did not join the craze and his shareholders questioned him. Later the Dot.com bubble bursted


Australia

many country stocks surged except Australia then
Eventually when the Dot.Com collapsed Australia was safe

So the Covid 19 pushed many off-line to on-line to over-blown value

All these will unwind

Those chased at the Peak will be left stranded

Posted by calvintaneng > 2021-08-18 10:07 | Report Abuse

Looks like tech bubble crash might follow glove bubble crash?

Posted by treasurehunt > 2021-08-18 10:14 | Report Abuse

Boom and burst is a nature cycle in the stock market and no exceptional in Technology sector .

Posted by calvintaneng > 2021-08-18 10:15 | Report Abuse

Smart money buy pessimism when there is value

Dumb money chase euphoria when things too expensive and little value left

Posted by treasurehunt > 2021-08-18 10:21 | Report Abuse

Bursa technology companies valuation have flied to sky-high. World no 1 in high PER valuation.

Posted by pang72 > 2021-08-18 11:44 | Report Abuse

....... Time to stop...

Posted by calvintaneng > 2021-08-18 11:53 | Report Abuse

pang72

Time to stop chasing hot air bubble stocks

go buy palm oil shares for safety

Posted by ooi8888 > 2021-08-18 11:55 | Report Abuse

buy musang king durian better than your palm oil

Posted by Slc1 > 2021-08-18 11:58 | Report Abuse

Agreed with ooi8888.

Posted by pang72 > 2021-08-18 12:01 | Report Abuse

Calvin
Palm oil is not in my list and other.
That is the reason you holding for year but not seeing any profit!!

Posted by akuantiguru > 2021-08-18 12:03 | Report Abuse

Calvin prediction will bring u holland

Posted by LossAversion > 2021-08-18 12:04 | Report Abuse

Forget about palm oil, Calvintaneng. Take it from someone who has been in the industry since 1990.

Posted by HerbertChua > 2021-08-18 12:05 |

Post removed.Why?

Posted by calvintaneng > 2021-08-18 12:13 | Report Abuse

do not use foul language here

Posted by calvintaneng > 2021-08-18 12:14 | Report Abuse

those who believe in tech can go buy tech

whoso happy ride hot air balloon stocks continue to do so

as for Calvin and friends we happily hold palm oil shares for a year or two no problem

Posted by calvintaneng > 2021-08-18 12:15 | Report Abuse

Happiness is to know what you buy and the reasons for buying

Posted by treasurehunt > 2021-08-18 12:34 | Report Abuse

What would happen to the value when everyone knows technology is the future? Will it remain valuable in short and mid term?

Posted by calvintaneng > 2021-08-18 12:43 | Report Abuse

pang72 ....... Time to stop...
18/08/2021 11:44 AM


Yes Pang72

I warned you stop chasing Green packet at Rm1.60

Got listen or not?

See Gpacket crashed https://klse.i3investor.com/servlets/stk/0082.jsp

Posted by treasurehunt > 2021-08-18 13:55 | Report Abuse

We are merely few small potatoes and unable to shake Technology sector but Nasdaq correction otw.

Posted by treasurehunt > 2021-08-18 14:04 | Report Abuse

Plenty of hot money remains in Bursa technology sector. Market cap exceeds RM 100 billion. Wait..

Posted by INVEST_AA > 2021-08-18 14:15 | Report Abuse

Tech/ Semicon is the future... more and more things require chips/ tech and it will be more in demand than ever... Needless to say 5g / 6g will induce further updates of chips/ tech... Hence it will be great growth industry for at least 3 -4 years.

Only IGNORANT person and someone WITHOUT forward looking mindset would encourage others not buy tech stocks.

Tech stock is a MUST to hold if you want to ride on the future tech trend. Any correction is an opportunity to collect some..

Posted by calvintaneng > 2021-08-18 14:17 | Report Abuse

Yes ah

Now got shortfall

Later got glut

Every one rushed to make gloves when gloves were hot

Later more will rush into making Tech products likewise

Posted by treasurehunt > 2021-08-18 14:19 | Report Abuse

Bursa Malaysia's OSAT & ATE & EMS players valuation.

OSAT (PER)
Gtronic - 27x
Inari -35x
MPI - 35x
Unisem - 33x

ATE (PER)
Aemulus - 82x
MI - 50x
Penta - 55x
QES - 52x
VIS - 35x
Vitrox - 63x

EMS (PER)
Ataims - 21x
EG - 31x
PIE - 18x
SKpres - 22x
VS - 22x

HDD (PER)
Dufu - 35x

LED (PER)
D&O - 108x
JHM - 48x

Hybrid
Greatec - 66x
Kobay -64x
SAM - 31x
UWC - 70x

Global OSAT & ATE & EMS players valuation.

OSAT (PER)
ASE 15x
Amkor 14x

ATE (PER)
Teradyne 23x
Advantest 23x
Chroma 19x

EMS (PER)
Foxconn - PER 17x
Wistron - PER 8x
Jabil - PER 16x

Posted by treasurehunt > Aug 16, 2021 5:31 PM

Posted by treasurehunt > 2021-08-18 14:21 | Report Abuse

Global chip shortage may last until 2023, says Infineon CEO
Author: Tan KW | Publish date: Tue, 17 Aug 2021, 10:37 AM

FRANKFURT: The global chip shortage that’s hampering companies from carmakers to computer manufacturers may linger for years, according to Germany’s biggest semiconductor company, Infineon Technologies AG.

The scarcity “may stretch into 2023” in areas where capacity expansion is slow to catch up with consumer demand, Reinhard Ploss, chief executive officer of Infineon, said in an interview with Frankfurter Allgemeine Zeitung.

“Building new facilities and clean rooms in which the silicon wafers are processed into chips can take two to two and a half years; upgrading existing facilities three quarters to one year,” he said.

The chip crunch this year is hurting production at companies from Tesla Inc to Apple Inc and Microsoft Corp.

The amount of time it’s taking for manufacturers to get orders filled stretched to more than 20 weeks in July, worsening from the previous month, research by Susquehanna Financial Group showed.

Increased work-from-home needs and the catch-up effect in the automotive industry following pandemic-fuelled delays have become major drivers for the chip industry, according to Ploss. He also cited faster adoption of electric cars and growing demand for renewable energy among factors contributing to the shortage.

Among European companies affected is Volvo Car AB.

Its plant in Ghent, Belgium plant won’t run for three days next week due to chip shortages with some 5,000 workers being temporarily unemployed, the De Tijd newspaper reported, citing a company spokesperson.

The plant had shut for five days in the first half for similar reasons.

Ploss called for more efforts in Europe to reduce the continent’s dependence on foreign exporters in the semiconductor business.

He’s “open” to cooperating with other companies as long as it fits Infineon’s business strategy, he said.

Posted by INVEST_AA > 2021-08-18 14:23 | Report Abuse

Its a waste of time listening to someone who's ignorant and just out there shouting fire fire... when there isn't one...

Tech/ Semicon has high entry barrier unlike gloves where any tom dick and harry can go into gloves...

You can tell how much an investor don't know about what they are talking about when they post a comment..

Posted by calvintaneng > 2021-08-18 14:23 | Report Abuse

PALM OIL STILL CHEAPEST

SIMEDARBY PLANT PER 10.88

MHC PLANT LESS THAN 5 PER

RIVERVIEW LESS THAN 7 PER

AND PALM OIL PEAK EARNINGS SEASON STILL COMING AHEAD FOR MANY MORE QUARTERS AS LONG AS CPO ABOVE RR3300 A TON (CURRENTLY RM4500 )

Posted by treasurehunt > 2021-08-18 14:25 | Report Abuse

OSAT & EMS players are merely subcon in layman terms.

TSMC output will be hitting max 3rd Qtr 2021. No room for adding new capacity over the next 2 years.

Revenue 'million

30 Jun 21 - TWD 13,289
31 Mar 21 - TWD 12,919
31 Dec 20 - TWD 12.676
30 Sep 20 - TWD 12,138
30 Jun 20 - TWD 10,385

TSMC is the price setter of semiconductor chips and the market offers merely PER 30x. The company will keep growing in next 2 years as they can simply increase prices of the products. TSMC, Samsung and Intel had their plans for the new chips factory. Unfortunately, the new capacity will only be ready after 30 months.

In the absent of new chips capacity, how on earth our Bursa OSAT, ATE and EMS to grow the business in year 2022 and 2023?

Posted by calvintaneng > 2021-08-18 14:28 | Report Abuse

High barrier ??

There are more intelligent people in USA, China, Japan, Korea, Taiwan & even Singapore

HK/China in tech Slump

Korea tech also slumping

Nasdaq also weakening

Better wake up

https://www.marketwatch.com/story/how-chinas-stock-market-meltdown-puts-u-s-investors-at-risk-11627383978

Posted by INVEST_AA > 2021-08-18 14:28 | Report Abuse

For Ignorant investors, first semicon players are expanding their capacity with more Capex (if you dont read news at all) secondly max capacity means good profit... Duh...

Posted by INVEST_AA > 2021-08-18 14:30 | Report Abuse

DO NOT BUY PALM OIL STOCKS!

TODAY THE STAR NEWSPAPER

CPO LIKELY TO SEE PRICE CORRECTION BY YEAR END

International vegetable oils expert Thomas Mielke expects crude palm oil (CPO) to undergo a price correction of between 15% and 20% by the end of the year.

Mielke, who is executive director of ISTA Mielke GmBH (Oil World), said CPO price could weaken by end-December and will continue to see more weakness in the first half of 2022.

Posted by treasurehunt > 2021-08-18 14:31 | Report Abuse

A serious semiconductor investor would talk about moats of the prominent players in the industry rather than living in the world of Bursa ie ASML, TSMC, Lam Research, ADI, Nvidia, Broadcom...

Posted by calvintaneng > 2021-08-18 14:31 | Report Abuse

Haha

We are not talking about the use or capacity

We are talking about OVERVALUATION & BUBBLE

No matter how good NEVER OVERPAY

Posted by INVEST_AA > 2021-08-18 14:32 | Report Abuse

BTW treasurehunt = calvintaneng

Posted by INVEST_AA > 2021-08-18 14:33 | Report Abuse

Soh hai... read my statement.... i'm saying to collect if any correction
Real soh hai..

Posted by calvintaneng > 2021-08-18 14:33 | Report Abuse

Posted by INVEST_AA > Aug 18, 2021 2:32 PM | Report Abuse

BTW treasurehunt = calvintaneng

A DEFINITE NO!!

Calvintaneng has only one ID

Get it straight!

Posted by calvintaneng > 2021-08-18 14:34 | Report Abuse

Correction?

Let it fall by half then consider ok

Now stay away or go into the safety of palm oil

Posted by INVEST_AA > 2021-08-18 14:35 | Report Abuse

DONT BUY PALM OIL

CPO LIKELY TO SEE PRICE CORRECTION BY YEAR END

International vegetable oils expert Thomas Mielke expects crude palm oil (CPO) to undergo a price correction of between 15% and 20% by the end of the year.

Mielke, who is executive director of ISTA Mielke GmBH (Oil World), said CPO price could weaken by end-December and will continue to see more weakness in the first half of 2022.
t
TheStar 18/8/21

Posted by calvintaneng > 2021-08-18 14:39 | Report Abuse

Who say Palm OIl will weaken?

Phillips 66 Refinery Up will

CREATE HUGE DEMAND FOR BIODISEL

Not enough

PALM OIL IN TANDEM WITH SOYBEAN PRICES WILL REMAIN ELEVATED

All the "experts" will be proven wrong just as they said Cpo will crash to Rm2600 by Mid 2021

FCPO still Rm4500???

See

https://investor.phillips66.com/financial-information/news-releases/news-release-details/2020/Phillips-66-Plans-to-Transform-San-Francisco-Refinery-into-Worlds-Largest-Renewable-Fuels-Plant/default.aspx

Posted by calvintaneng > 2021-08-18 14:41 | Report Abuse

Another reason Palm Oil will not correct is

WORLD WIDE DROUGHT & FAMINE

See

https://droughtmonitor.unl.edu/

Posted by calvintaneng > 2021-08-18 14:44 | Report Abuse

Men will run to Palm OIl as Biodisel

Climate change is real

Buy Palm oil shares or Kpower also good

Must see this video

https://www.google.com/search?q=fry+egg+on+road+youtube&oq=fry+egg+on+road+youtube&aqs=chrome..69i57j33i22i29i30.21384j0j4&sourceid=chrome&ie=UTF-8#kpvalbx=_3ascYfm9FPTZz7sPjYaQmAY15

Posted by HerbertChua > 2021-08-19 09:52 |

Post removed.Why?

Posted by calvintaneng > 2021-08-19 10:15 | Report Abuse

hahaha

herbertchua

change name to HerBirdchua then bird can fly

Posted by calvintaneng > 2021-08-19 10:16 | Report Abuse

fly up to meet Eagle ok?

Posted by treasurehunt > 2021-09-01 20:53 | Report Abuse

Updated Bursa Malaysia's OSAT & ATE & EMS players valuation in PER.

OSAT (PER)
Gtronic - 26x
Inari -35x
MPI - 33x
Unisem - 32x

ATE (PER)
Aemulus - 76x
MI - 46x
Penta - 52x
QES - 42x
VIS - 32x
Vitrox - 61x

EMS (PER)
Ataims - 20x
EG - 30x
PIE - 18x
SKpres - 18.5x
VS - 21x

HDD (PER)
Dufu - 35x

LED (PER)
D&O - 77x
JHM - 45x

Hybrid
Greatec - 62x
Kobay -66x
SAM - 31x
UWC - 66x

Global OSAT & ATE & EMS players valuation.

OSAT (PER)
ASE 15.6x
Amkor 14.5x

ATE (PER)
Teradyne 24x
Advantest 24x
Chroma 19x

EMS (PER)
Foxconn 18x
Wistron 8x
Jabil 16x

HDD (PER)
Seagate - 15.5x
Western Digital 24x