Posted by keuin > 2022-03-03 15:32 | Report Abuse

TECHNOLOGY AND GLOVES money flows out going to O&G GOLD OILPALM

Posted by NatsukoMishima > 2022-03-03 16:42 | Report Abuse

Switch to dnex better

Posted by supersinginvestor > 2022-03-04 12:27 | Report Abuse

Yea tech over mpi no proper dividend oso to support price. Sad but true. Pity those who bought high.

Posted by nicholas99 > 2022-03-04 12:33 | Report Abuse

dnex is not pure tech le..

Posted by CharlesT > 2022-03-04 17:12 | Report Abuse

More n more tech co drops more than 50% fm their peaks...

Will MPI join them?

Posted by NatsukoMishima > 2022-03-04 17:14 | Report Abuse

Remember what i told u all
before CNY ,now it really happen "another 50% drop after CNY" !!! Pls check back my comments !
After this round bloodbath ,all funds will switch to super undervue dnex ! U must trust me ,not a joke ! U will lose your under pant if still dont cut loss !

Posted by treasurehunt > 2022-03-04 17:24 | Report Abuse

Bursa Technology Superbull was very very strong. Hardly seen any sector goreng like this in the last 2 decades. It happens once in the blue moon. Many chives are being harvested.

Posted by treasurehunt > 2022-03-04 17:42 | Report Abuse

Without benchmarking with the Nasdaq semiconductor companies in PER , i would have believed to the slogon of 'Technology is the future " after watching many semiconductor videos in Bursa and IBs analysis... Really brainwashing.

Many people even said it was very old fashion in valuing technology sector by PER. What a joke!

Posted by monetary > 2022-03-04 18:39 | Report Abuse

so wat is the reasonable pe for mpi, Mr tresurehunt?

Posted by treasurehunt > 2022-03-04 18:54 | Report Abuse

It's indeed hard to answer what is reasonable PER without doing any benchmarking...we don't look at PER in an isolation manner... Earnings up and down.. It's all relatively and dependent on the sectoral play in the market.

Posted by monetary > 2022-03-04 19:00 | Report Abuse

After this correction comes another bul run ppl will forget about PE

Posted by treasurehunt > 2022-03-04 19:03 | Report Abuse

PER is a guidance in risk management. Of course, you can't apply PER to the NTA and recovery play. Lolz

Posted by monetary > 2022-03-04 19:04 | Report Abuse

in fact mpi is very undervalued. business turnover higher than inari but market opines inari is dragon head

Posted by monetary > 2022-03-04 19:05 | Report Abuse

future prospect wise. broadcom vs infineon. which big brother will bring more prosperity. MPI should be the dragon head

Posted by treasurehunt > 2022-03-04 19:09 | Report Abuse

I don't have any questions of its prospect after 2 years... Problem is the market trend is not favoring technology sector now.

Posted by monetary > 2022-03-04 19:20 | Report Abuse

base on the past market only not favoring tech for 2 3 months. hopefully this time won't b different.

Posted by NatsukoMishima > 2022-03-05 09:53 | Report Abuse

Around rm 10 is the real value of MPI , mind my words !

Posted by IronShirt > 2022-03-05 10:22 | Report Abuse

NatsukoMishima

Remember what i told u all
before CNY ,now it really happen "another 50% drop after CNY" !!! Pls check back my comments !
After this round bloodbath ,all funds will switch to super undervue dnex ! U must trust me ,not a joke ! U will
_____________________________________________

Dnex supply "printed Wafer" to MPI to be Cut and connected to formed a IC. If MPI goes down the Drain
where Dnex will Land???? Like jump from "jamban" into Septic Tank, still smells like Shit

Posted by monetary > 2022-03-05 10:40 | Report Abuse

foundry expansion takes how long? 1.5yr? 2yr? so next 2yr Dnex has earning growth?

Posted by monetary > 2022-03-05 10:40 | Report Abuse

ding dong for another 2yrs. ZZZ....

Posted by CharlesT > 2022-03-05 11:10 | Report Abuse

Those drops more than 50% fm their peaks as at today (05 Mac)

1) Gtronic -60%+
2) MI -70%+
3) Penta -50%+
4) VIS -70%+
5) Greatec-50%+

New additions:
6. JHM-50%+
7. UWC-50%+
8. DUFU-50%+
9. Kobay-50%+

In Waiting list:
Unisem-45%
KESM-42%

Posted by OTB > 2022-03-05 11:14 |

Post removed.Why?

Posted by CharlesT > 2022-03-05 11:25 | Report Abuse

Posted by OTB > 1 month ago | Report Abuse

Nasdaq index dropped 9% from the top whereas our Technology index dropped 18% from the top.
According to definition from Bloomberg, I still believe Technology index is not in bear market yet because the drop from the top is less than 20%. I follow the definition.

Posted by OTB > 1 month ago | Report Abuse

Semiconductor and Electric Vehicle stocks are still growing for next 5 years, I do not think technology stock is around the peak.
I will still buy technology stock especially MPI when buy signal appears again based on TA.

No one will know the peak, only Mr Market will know the peak.
Thank you.

U dont know whether the peak is over in Jan 2022 but many of us do....

Now nobody know whether the bottom is near or not

Posted by CharlesT > 2022-03-05 11:25 | Report Abuse

Personally I think a 70% drop fm peaks is considered more or less bottom, assuming there is no fundamental changes...tech is not the same with glove...just the valuation is too over last 2 years

Posted by CharlesT > 2022-03-05 11:29 | Report Abuse

Posted by CharlesT > Jan 19, 2022 10:52 AM | Report Abuse X

As a general rule, wait n c 50% drops (fm the peak) in tech co

Some lousy n over gorenged tech stocks will drop more

Who dare or who is so smart to make such statement way back in Jan?

Many were busy down averaging buy more every 10 cents drop then

Posted by CharlesT > 2022-03-05 11:31 | Report Abuse

I will start to buy my tech stocks now...n buy average down for every 10% drops....come on baby drop more pls

P/S: Certainly not MPI...not my cup of tea at current price level...lol

Posted by OTB > 2022-03-05 11:36 | Report Abuse

Using Fibonacci Retracement, the strong support if this stock is still an up trending stock should not exceed 50% and 61.8% respectively.

If there is no extended correction, 50% may be the bottom.
If extended correction, then 61.8% likely to be the bottom.
If 61.8% still cannot support, avoid this stock completely.

My 2 cents comment only.
Thank you.

Posted by CharlesT > 2022-03-05 11:37 | Report Abuse

50% is good 60% is better 70% gua lagi sukak....

Posted by CharlesT > 2022-03-05 11:39 | Report Abuse

Under current sentiments n high uncertainties u can always get extra discounts...

I have no complaints on that....lol

Posted by Blackpepper2020 > 2022-03-05 12:48 | Report Abuse

Now is about sentiment, Mpi had invested in capex rm494m in 2021 FYF and now only for 1h of 2022 FYF had already capex Rm464m.

The management mentioned the capex is for secured customers. What else you want for Mpi? The value of it depend on you to discover and the market willing to give

Posted by klee > 2022-03-05 14:39 | Report Abuse

Robert Shiller's PE ratio has always been the gold standard.Once in a while prices may depart from the mean,but they always retrace back to the mean.Those who use half baked logic to justify a great divergence frm the mean always get grilled...as in gloves,as in tech.

Posted by CharlesT > 2022-03-05 14:54 | Report Abuse

Dont worry lah whoever bought at peak of rm50+ this round may be able to see rm50+ again 20 years later

Just like those who bought at peak of rm50+ in Y2K 2000 finally saw rm50+ in 2022

Posted by CharlesT > 2022-03-05 14:54 | Report Abuse

If they r still alive by then lah

Posted by monetary > 2022-03-06 12:28 | Report Abuse

@Blackperper. don't disclose too much. I need 25 to make up for the bad entry in other stocks.

Posted by SinGor > 2022-03-06 12:49 | Report Abuse

Both Glove and MPI are pump-up by Covid. Consumers have No where to Go( lockdown) so they spend on
Smartphone and LapTop and all other Electronics gadget to stay Home. Covid lockdown is Over, Consumers
want a Holiday at Beaches, Travel and a Brand New Gucci Bag. If you Buy a smartphone Or LapTop in 2020
it has 3 year Warranty and CPU Speed about 300X more than what you required....Even without Ukraine War,
electronics Demand is falling at Best ( minus propaganda by Qwek Len Chan )......The same happen in Glove
Demand.....over bought stock by Hospital now, ASP and Demand are falling every Qr.

Posted by monetary > 2022-03-06 13:03 | Report Abuse

correct. singor is the master

Posted by Blackpepper2020 > 2022-03-06 13:12 | Report Abuse

Ok monetary

Posted by nicholas99 > 2022-03-07 09:28 | Report Abuse

no support line at all. lari dulu.

Posted by nicholas99 > 2022-03-07 09:28 | Report Abuse

23-24 maybe can consider.

Posted by NatsukoMishima > 2022-03-07 09:54 | Report Abuse

Around rm 10 only consider bro !now believe what i commented previously already , " another 50% drop after CNY " pls scroll back my comment !

Posted by ValueInvestor888 > 2022-03-07 10:39 | Report Abuse

PE becomes less than 20. Another change to buy on dip for short term rebound?

Posted by ValueInvestor888 > 2022-03-07 10:42 | Report Abuse

Today or rather this week should be happy day to fish cheap stocks slowly...

Posted by NatsukoMishima > 2022-03-07 10:58 | Report Abuse

U will see below rm 20 already in april 22 , dont hsitate to cut loss n switch to dnex super under valje pe 7 with wafer plant oil gas while it s still around rm 1.xx !

Posted by TheTruthHurt > 2022-03-07 12:30 | Report Abuse

The end is no where to be seen. Thats for sure.

Posted by treasurehunt > 2022-03-07 13:03 | Report Abuse

Money is fleeing to commodity and Banking follow by Consumer. Tech sector ah...Wait for next cycle lor.

Posted by apple168 > 2022-03-07 13:21 | Report Abuse

Tech bubble exploding as expected

Posted by NatsukoMishima > 2022-03-07 14:42 |

Post removed.Why?

Posted by supersinginvestor > 2022-03-07 15:10 | Report Abuse

OMG :-0

Posted by wallstreetrookie > 2022-03-07 15:38 | Report Abuse

Buy the dip

Posted by wallstreetrookie > 2022-03-07 15:38 | Report Abuse

Plantation all dead. It's time to buy tech