Posted by No right Nor wrong Only to Win > 2019-08-19 11:45 | Report Abuse

Frankly,
Ince insas ride in its bullish 3rd wave, 1.10 - 1.40 are possible.

Posted by Sslee > 2019-08-19 11:57 | Report Abuse

Hahahaha,
Stockraider is counting his money in bjland. Everday 1 cent up by 31th August he can afford to change his myvi.

Posted by Icon8888 > 2019-08-19 12:44 | Report Abuse

I did not buy insas

I bought inari (and TSMC)

Posted by Icon8888 > 2019-08-19 12:51 | Report Abuse

5G picking up steam earlier than expected

We are entering early phase of Supercycle semiconductor boom

Posted by Icon8888 > 2019-08-19 12:53 | Report Abuse

5G will lead to server boom

Read article below

Posted by Icon8888 > 2019-08-19 12:54 | Report Abuse

Memory firms expect explosive growth from 5G starting 2020
Siu Han, Taipei; Willis Ke, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according to industry sources.

The sources said that the 5G commercialization will stimulate upgrades of datacenter servers, and the resultant strong demand for high-capacity server memory will come first to bail the memory industry out when operators move to accelerate establishment and expansion of datacenters.

The sources said the Tokyo Olympics 2020 and the commercialization of 5G services will trigger a positive cycle of investment expansion, stimulating buying sentiment at the consumer end and prompting telecom operators and web service firms to increase their investments in datacenters by 3-4 folds to support the use of 5G mobile devices.

Sumit Sadana, executive vice president and chief business officer at US-based Micron Technology, said that his company will zero in on business opportunities from the ever-growing 5G, AI, IoT and autonomous driving applications, which will create new business models and spur upgrades in memory and storage solutions.

For mobile devices to fast transmit data on 5G bandwidths, high-performance DRAM and NAND flash products will be badly needed along with a new wave of replacement demand for 5G smartphones. In this regard, Micron estimates smartphone storage capacity will sharply expand from 512GB in 2019 to 1TB by 2021 when data transmission speed hits 20Gbps.

Taiwan memory firms revving up deployments

To cash in on immense 5G-driven business opportunities, Taiwan's memory supply chain is also aggressively proceeding with relevant deployments.

Nanya Technology president Pei-Ing Lee said that 5G commercialization will bring two major impacts on the memory market. First is that mobile devices will require bigger memory capacity support. Some flagship smartphones launched so far in 2019 come with 12GB memory, and some midrange models with 6-8GB. Second is that demand for network devices including routers, servers and cloud computing solutions will grow sharply. Accordingly, Nanya started small-volume server memory shipments in the first half of 2019 and will ramp up shipments in the fourth quarter, expecting the shipment ratio for such memory to reach 10% in 2020.

Macronix is eyeing the first wave of 5G opportunities from femtocells, which will grow exponentially in number, and it is cooperating with vendors of network equipment, APs, routers, and Internet of Vehicles (IoV) equipment to jointly tap the opportunities. Macronix is optimistic about strong demand for high-capacity NOR memory products, bolstered by a spate of new applications created by V2X (vehicles to everything).

Meanwhile, Winbond has recently released its 2Gb NAND+2Gb LPDDR4x MCP (multi-chips package) modules to support the operation of high-speed 5G terminal devices,

Innodisk chairman Randy Chien said his company expects to have as many as 300 AIoT clients by the end of 2019, up from less than 100 in 2018, ready to embrace drastic business expansion after 5G commercialization kicks off in 2020.

Adata Technology chairman Simon Chen noted 5G, AIoT and telematics will be the three major growth drivers for the global memory market starting 2020, with demand to explode in 2021-2022 in the largest-ever bull market for memory.

Posted by stockraider > 2019-08-19 12:54 | Report Abuse

YES 5G EXPOSURE FOR MSIAN U EITHER BUY INSAS OR INARI LOH....!!

BOTH ALSO OK IF U INVEST IN INSAS MAH....!!

Posted by Icon8888 > Aug 19, 2019 12:51 PM | Report Abuse

5G picking up steam earlier than expected

We are entering early phase of Supercycle semiconductor boom

Posted by Icon8888 > 2019-08-19 12:59 | Report Abuse

I endorse insas, but need to be patient

Two to three years

Inari will shine

And insas will benefit

Posted by stockraider > 2019-08-19 13:04 | Report Abuse

NO NEED LAH FEB 2020 ALREADY RAH RAH INSAS MAH...!!

Posted by Icon8888 > Aug 19, 2019 12:59 PM | Report Abuse

I endorse insas, but need to be patient

Two to three years

Inari will shine

And insas will benefit

Posted by Sslee > 2019-08-19 13:07 | Report Abuse

Dear Icon8888,
Inari is dividend stock as it pay out most of it profit as dividend, cash rich and most of the plant expansion is not very heavy in capex.
A 1 cent dividend fron Inari is equal to 6 million free cash inflow into Insas.
Thank you

Posted by Icon8888 > 2019-08-19 13:07 | Report Abuse

TSMC to see revenues rise substantially starting August
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
TSMC is expected to enjoy substantial revenue growth starting August with the momentum to continue through the last quarter of 2019, according to market watchers, who expect the pure-play foundry to post record-high sales for the fourth quarter.

TSMC has disclosed July revenues slipped 1.3% sequentially to NT$84.76 billion (US$2.7 billion).

TSMC's monthly revenues are set to top NT$100 billion in August and September, said the watchers, adding that revenues for the fourth quarter are expected to grow more robustly. Strong demand for 7nm chips will be driving the revenue growth.

TSMC has started fulfilling chip orders for the upcoming iPhone models since June, the watchers indicated. Meanwhile, Huawei and AMD have both ramped up wafer starts at TSMC for their new-generation 7nm products, the watchers said.

Besides, as a contract manufacturer of Qualcomm for the Snapdragon 855 chips, TSMC has kicked off shipments for the new Samsung Galaxy Note 10 series smartphones, the watchers noted.

TSMC has moved 7nm EUV process technology to commercial production since the third quarter of 2019. The foundry expects sales generated from 7nm process technology to account for more than 25% of total wafer sales this year.

In addition, TSMC is scheduled to have its newer 5nm node ready for volume production in the first half of 2020. Apple is reportedly among the first customers adopting the foundry's 5nm EUV process.

Posted by Icon8888 > 2019-08-19 13:08 | Report Abuse

TSMC already seeing strong growth in August

The semicon downcycle started Jan 2018 very shallow

It is coming to an end

Another semicon boom is already at our doorstep

Posted by pampers > 2019-08-19 13:26 | Report Abuse

@icon8888, then u might realize frontken is closely related to TSMC. It has been doing very well this few yrs due to the growth of the TSMC.

Posted by Icon8888 > 2019-08-19 13:27 | Report Abuse

Oh ok thanks

Posted by No right Nor wrong Only to Win > 2019-08-19 14:16 | Report Abuse

thx icon bro,
for furthur elaborate for the inari's peer .

Bery infotmatic.

Posted by stockraider > 2019-08-19 15:48 |

Post removed.Why?

Posted by stockraider > 2019-08-19 16:27 | Report Abuse

coming...kambing...feb 2020 loh...!!

Posted by deMusangking > Aug 19, 2019 4:24 PM | Report Abuse

forever and ever undervalue says stockraider!!.. which means
past = present = future!!!!!!

hahaha

Posted by Angel of KLSE 大马股仙 > 2019-08-19 16:55 | Report Abuse

God told me the coming result is bad. Faster sell before result out!

Posted by stockraider > 2019-08-19 16:59 | Report Abuse

$$$$$$$$$$$$$$$ coming mah....!!

osted by deMusangking > Aug 19, 2019 4:33 PM | Report Abuse

past = present = future = Feb 2020....

haha


Angel of KLSE 大马股仙
259 posts
Posted by Angel of KLSE 大马股仙 > Aug 19, 2019 4:55 PM | Report Abuse

God told me the coming result is bad. Faster sell before result out!

Posted by Danny_Tan > 2019-08-19 22:48 | Report Abuse

Everyday so many promoters why 80 sen hard?

Posted by Sslee > 2019-08-20 11:06 | Report Abuse

Hahahaha
deMusangking remember to sell your Jaks on the way up and buy insas on the way down. Jaks will need another PP or RI in year 2020 and Insas will have a sudden wind blow until pecah bumbung.

Posted by Sslee > 2019-08-20 12:30 | Report Abuse

Hahahaha,
deMusangking for the sweet 17, you had to do a lot of hard chasing. For old nanny you just need to relax and enjoy. Kikiki

Posted by Sslee > 2019-08-20 13:01 | Report Abuse

Hahahaha
deMusangking, next time try the blossom , hot and sexy nanny. You will want for more kikiki.

Posted by Sslee > 2019-08-20 14:49 | Report Abuse

Hahahaha
deMusangking like quick draw shootout, I prefer slow slow wet. Kikiki

Posted by KAQ4468 > 2019-08-21 09:22 | Report Abuse

waaaaaaaa


ada racing ka ??

Posted by KAQ4468 > 2019-08-21 09:24 | Report Abuse

Jaks 79...vs ..Insas 77.5


Hamilton vs Vettel

Posted by Sslee > 2019-08-21 09:38 | Report Abuse

Hahahaha
deMusangking, it ain't over till the fat lady sings..
aiyoyo... kikiki.

Posted by qqq3 > 2019-08-21 10:41 | Report Abuse

Posted by dragonslayer > Aug 15, 2019 4:59 PM | Report Abuse

Jaks (83.5 -->73.5)
==========

dragon, I bought some at 72.5....can count from 72.5 instead of 83.5? lol..............

Posted by abc333 > 2019-08-21 11:15 | Report Abuse

TKK need some magic

Posted by Sslee > 2019-08-21 11:40 | Report Abuse

Hahahaha
deMusangking, ALP already song song wet wet ahmoing with Miss Solar Vietnam at your expense RM10 million feasibility study. Pity he only left you with Miss Pacific Star to song song wet wet....kikiki.

Posted by Honeymustard > 2019-08-21 12:25 | Report Abuse

Wind blowing, Wind blowing.

Posted by Angel of KLSE 大马股仙 > 2019-08-21 12:34 | Report Abuse

Blowing to holland

Posted by stockraider > 2019-08-21 15:33 | Report Abuse

I don come now bcos conflict of interest mah....!!

I quietly..............mah....!!

osted by deMusangking > Aug 21, 2019 3:30 PM | Report Abuse

stockraider dare not come here????


haha

Posted by stockraider > 2019-08-21 15:39 | Report Abuse

i leave it 1st...last minute still can kaw kaw insas mah....!!

Now bland time mah.....!!

Posted by stockraider > 2019-08-21 15:42 | Report Abuse

Insas v want slow slow hand mah....!!

Posted by deMusangking > Aug 21, 2019 3:41 PM | Report Abuse

not conflict lah!!!!
just that he cannot wet wet song song lah when Miss Insas looks tired n aging lah!!!!!!

haha

Posted by mukhriz02023 > 2019-08-21 15:51 | Report Abuse

Musang king grade A sekarang berapa sekilo?

Posted by stockraider > 2019-08-21 18:09 | Report Abuse

Although we are rival but as a friend, raider advice u take this opportunity to lari kuat kuat on Jaks despite good result loh...!!

Jaks profit is not real loh....borrowing is building up and huge negative cashflow mah....!!

It is a ponzi scheme for jaks mah....!!

Run b4 too late loh....!!

The other thing if Jaks is so good on construction, then why it got LAD leh ??

Just becareful loh....raider not going to say anymore loh...!!

Posted by stockraider > 2019-08-21 18:17 | Report Abuse

Lari b4 31-8-2019 merdeka day loh....!!

Posted by deMusangking > Aug 21, 2019 6:13 PM | Report Abuse

It is a ponzi scheme for jaks mah....!!
---------------------------------------------
Jaks should sue stockraider!!!!!

haha

Posted by chamlo > 2019-08-21 20:50 | Report Abuse

Why Inari and Insas QR still not out? Very cham is it?

Posted by Sslee > 2019-08-21 21:36 | Report Abuse

Hahahaha
deMusangking,
C. Golden Keen Holdings Limited (EPC 2 contract: USD454.5 million works in Vietnam Power plant)
2018 Revenue: RM324.7 million. Profit before tax: RM82.6 million
2017 Revenue: RM251.2 million. Profit before tax: RM55.1 million
2016 Revenue: RM150.1 million. Profit before tax: RM36.2 million
2019 Q1 revenue: RM255.8 million. Profit before tax (EPC2 and local): RM58.3million
2019 Q2 revenue: RM226.4 million. Profit before tax (EPC2 and local): RM53.4million
To date EPC2 contract recognized RM 1,208.2.
So balance EPC2 contract about 650m expected profit 162m so still needs 136 m for JPP 30% subscription. Another PP or RI year 2020?
Capital contribution contracted but not provided for in respect of shares subscription in JAKS Pacific Power Limited, joint venture of the Group amounted to approximately USD72.14 million or RM298.8 million, using exchange rate of USD1 : RM4.142.

Posted by Sslee > 2019-08-22 08:41 | Report Abuse

Hahahaha,
dragonslayer, do you mind please help us hang a big banner in Inari forum.
Buying 1 Insas sharee is equal to indirectly own 0.91 Inari share plus all the cash, cash equivalent, assets, business and etc that worth more than RM 2.00 a share.
Thank you

Posted by Sslee > 2019-08-22 09:33 | Report Abuse

Hahahaha
deMusangking, Stockraider and me now song song wet wet in Bjland...kikiki.

Posted by Sslee > 2019-08-22 11:59 | Report Abuse

Hahahaha
deMusangking,
https://klse.i3investor.com/servlets/ptres/51679.jsp
PublicInvest: All told, we are still wary over the various dilutive equity fund raisings done so far to meet its liquidity demands and the poor execution especially on its property business. Maintain Neutral on the stock with our TP of RM0.75 (pegged at 50% to SOTP).
Run, run, run and join me to make a hostile take-over of Insas…kikiki

Posted by Angel of KLSE 大马股仙 > 2019-08-22 16:03 | Report Abuse

Insas ejaculates too fast, tak tahan lama, tak syiok

Posted by Sslee > 2019-08-22 19:20 | Report Abuse

Hahahaha,
deMusangking, your Miss Jaks only half day show. Did you buy high and trapped again?...kikiki

Posted by Sslee > 2019-08-22 20:51 | Report Abuse

Hahahaha
deMusangking so fast already wet wet, where got fun?...kikiki

Posted by sell > 2019-08-22 21:12 | Report Abuse

QR delay must be bad.

Posted by Sslee > 2019-08-22 21:19 | Report Abuse

Hahahaha
deMusangking, me still keeping Bjland from 0.155. Today TSVT last minute sapu a at 0.24. Waiting for Bjcorp taking bjland private.

Posted by qqq3 > 2019-08-22 22:03 | Report Abuse

why would they do such a stupid thing? u know cash is king or not?

Posted by Sslee > 2019-08-23 07:30 | Report Abuse

Hahahaha
Qqq3 miss out on bjland. The big boss buying again at 0.24. The free spread now less than 15% so what does this mean?