Posted by monetary > 2023-08-29 15:13 | Report Abuse

must buy high pe stock. pe 20 price won't go up. pe 94 it goes up.

Posted by monetary > 2023-08-29 15:18 | Report Abuse

u buy cheap jap stock can only get cheaper. pe6 to pe4 to pe negative. lol!

Posted by lionel messi > 2023-08-29 15:57 | Report Abuse

Latest result so poor yet can go up. What nonsense is this?

Posted by JettLeong > 2023-08-30 12:48 | Report Abuse

Really shown a good Q4 result... Hard for it to 25, pang72 😅

Posted by monetary > 2023-08-30 16:24 | Report Abuse

those waiting for 25 later will buy from me at 35.

Posted by Snowpiercer > 2023-09-01 09:53 | Report Abuse

Did i see it wrongly, PE at close to 100x for a subcontractor?

Posted by JettLeong > 2023-09-01 11:44 | Report Abuse

You didn't see it wrong, Snowpiercer. That's why many people expected it to fall after the Q4 results were out..

Posted by newbie2y > 2023-09-01 12:48 | Report Abuse

Briefing slides for those who are interested,
https://mpind.my/wp-content/uploads/2023/09/MPI-Detailed-investor-presentation-Q4-FY23_290823.pdf

Posted by JettLeong > 2023-09-04 11:37 | Report Abuse

@newbie2y. Nice, thanks for sharing

Posted by JettLeong > 2023-09-06 12:05 | Report Abuse

Long awaiting it at RM25... 👀

Posted by gooman > 2023-09-10 10:27 | Report Abuse

https://theedgemalaysia.com/node/681766

Posted by JettLeong > 2023-09-11 14:01 | Report Abuse

MPI is a top pick by TA securities... no chance to see it at RM25 alrdy

Posted by JettLeong > 2023-09-13 11:55 | Report Abuse

Follow PHLX Semiconductor index going down today. If Iphone 15's sales aren't good, then _

Posted by monetary > 2023-09-13 18:17 | Report Abuse

wow! ib starts giving high tp to mpi. meaning..... they accumulated enough

Posted by gooman > 2023-09-13 20:13 | Report Abuse

https://theedgemalaysia.com/node/682326

Posted by JettLeong > 2023-09-14 16:00 | Report Abuse

except for Kenanga 😂

Posted by JettLeong > 2023-10-03 09:55 | Report Abuse

AGM next month. Who's going? 🙂

Posted by gooman > 2023-10-08 09:39 | Report Abuse

Malaysia aims for chip comeback as Intel, Infineon and more pile in
https://www.ft.com/content/56cd8f3d-acf6-4898-9895-bdb15da43f07

Posted by gooman > 2023-10-08 09:40 | Report Abuse

Now Malaysia is hoping to make a comeback as the industry pushes to diversify production amid flaring U.S.-China tensions. In addition to Infineon's investment, Intel of the U.S. plans to pour $7 billion into Malaysia to turn the country into the company's primary production base in Asia.

Posted by JettLeong > 2023-10-09 10:29 | Report Abuse

Prepare to collect when it's traded cheap at RM25

Posted by gooman > 2023-10-10 13:37 | Report Abuse

Dollar slips as dovish Fed speak dials down rate expectations
https://www.reuters.com/markets/currencies/dollar-slips-dovish-fed-speak-dials-down-rate-expectations-2023-10-10/

Posted by JettLeong > 2023-10-11 09:23 | Report Abuse

Then tech counters move up again 🙄

Posted by gooman > 2023-10-14 08:11 | Report Abuse

Bright signs are emerging for semiconductor stocks, which had been sluggish during the July-September period. The inventory adjustment that has continued since last year had been lingering longer than market participants had expected. However, there has been a rebound in the memory market recently, leading to increasing views that the recovery trend of the semiconductor industry will become more apparent in the future.

Prices of core products such as DRAM (memory that requires retention operations for occasional writing and reading) and NAND flash memory used for smartphone data storage showed signs of bottoming out in the first half of this year. However, they had not fully recovered, weighing on semiconductor stocks. Yet, signs of a turnaround have started to appear in the past few weeks.

Global semiconductor sales have been on a recovery trend, and it is highly likely that they will turn positive year-on-year for the first time since July of last year. Looking at past cases, once sales turn positive, the increasing trend often continues, leading to significant rises in semiconductor stocks.

The earnings for the July-September period announced by South Korea's Samsung Electronics this week also indicated a smaller margin of profit decline compared to the April-June period. This further supports the view that the semiconductor industry has passed its worst phase.

Posted by JettLeong > 2023-10-16 11:44 | Report Abuse

However, Kenanga downgrade MPI's TP 😅

Posted by gooman > 2023-10-21 09:00 | Report Abuse

TSMC expects 2024 to be a "healthy" growth year for the pure-play foundry despite uncertain macro conditions, according to company CEO CC Wei during an earnings conference call on October 18.

Posted by JettLeong > 2023-11-01 14:04 | Report Abuse

It's coming to hit RM25

Posted by gooman > 2023-11-04 08:35 | Report Abuse

BofA Warns ‘Fear Just as Costly as Greed,’ Says Buy US Stocks
Subramanian sees better entry point in S&P 500 now than July
Hartnett says technical factors no longer impede equity gains
https://www.bloomberg.com/news/articles/2023-11-03/bofa-s-hartnett-says-technicals-no-longer-impede-s-p-500-rally#xj4y7vzkg

Posted by gooman > 2023-11-04 08:36 | Report Abuse

Two of Bank of America Corp.’s leading markets strategists struck a rare agreeable tone on Friday, each prophesying gains ahead for equities — at least in the near term.

Posted by JettLeong > 2023-11-06 12:13 | Report Abuse

Haven't touch 25 then rebound back 😐

Posted by swissvillage > 2023-11-11 08:51 | Report Abuse

PHLX Semiconductor Index was up 4.04% on Friday.
https://www.marketwatch.com/investing/index/sox

TSMC's month-on-month sales surge nearly 35% to hit high in October

Posted by gooman > 2023-11-11 22:26 | Report Abuse

Malaysia welcomes investments in semiconductor value chain
https://theedgemalaysia.com/node/688956

Posted by gooman > 2023-11-13 20:12 | Report Abuse

HIGHEST GROWTH IN PROFIT AFTER TAX OVER THREE YEARS: TECHNOLOGY: Malaysian Pacific Industries Bhd - Automotive-centric strategy proves prescient

https://theedgemalaysia.com/node/689627

Posted by JettLeong > 2023-11-14 10:43 | Report Abuse

Tech sentiment suddenly comes back again after TSCM presents amazing qr

Posted by fortunefire > 2023-11-16 13:55 | Report Abuse

i follow aminvest tp

Posted by gooman > 2023-11-16 19:35 | Report Abuse

Analysts upbeat on Malaysian Pacific Industries prospects amid semiconductor recovery
https://theedgemalaysia.com/node/690181

Posted by JettLeong > 2023-11-17 12:29 | Report Abuse

I am waiting eagerly at aminvest tp

Posted by newbie2y > 2023-11-17 22:03 | Report Abuse

for those who are interested with the briefing slides:-
https://mpind.my/wp-content/uploads/2023/11/MPI-Detailed-investor-presentation-Q1-FY24_141123.pdf

Posted by gooman > 2023-11-20 21:15 | Report Abuse

The global semiconductor manufacturing industry is on track for recovery in the fourth quarter of 2023, setting the stage for continued growth in 2024, Semi and Techinsights predict. Q4 IC sales are expected to rise 4 percent sequentially as end demand improves and inventories normalize. Electronic sales are predicted to register a robust 22 percent quarter-over-quarter increase in Q4 2023.
https://bits-chips.nl/artikel/ic-sales-start-moving-upward/

Posted by JettLeong > 2023-11-23 10:21 | Report Abuse

Hawkish FED ...

Posted by swissvillage > 2023-11-25 13:24 | Report Abuse

Exports to recover by early 2024
PETALING JAYA: Malaysia’s export performance is expected to continue improving in the coming months, following a slower contraction registered in October, in tandem with the bottoming out of semiconductor shipments.
https://www.thestar.com.my/business/business-news/2023/11/21/exports-to-recover-by-early-2024

Posted by JettLeong > 2023-12-08 15:13 | Report Abuse

Price target RM2 by Aminvest ! ?😅

https://klse.i3investor.com/web/pricetarget/research/69872

Posted by i3Broly > 2023-12-08 17:13 | Report Abuse

Silap tu they meant RM23.4 😅

Posted by gooman > 2023-12-09 01:24 | Report Abuse

Global semiconductor industry sales for October fell 0.7% year-over-year to $46.6 billion, according to data from The Semiconductor Industry Association [SIA].

Sales rose 3.9%, compared to the September 2023 total of $44.9 billion, SIA added.
https://seekingalpha.com/news/4044808-sia-sees-double-digit-growth-for-global-semiconductor-sales-in-2024

Posted by gooman > 2023-12-09 01:43 | Report Abuse

Nvidia to partner Malaysia's YTL Power in $4.3 billion AI development project

Posted by gooman > 2023-12-14 07:13 | Report Abuse

Dow Surges To Record High Amid Interest Rate Optimism Following Fed Report
https://www.forbes.com/sites/dereksaul/2023/12/13/dow-surges-to-record-high-amid-interest-rate-optimism-following-fed-report/amp/

Posted by JettLeong > 2023-12-14 11:35 | Report Abuse

Dream to grab it at a cheaper burst 🙃

Posted by JettLeong > 2023-12-19 15:30 | Report Abuse

@pang72. Need to subscribe to read that news 😅

Posted by gooman > 2023-12-19 22:10 | Report Abuse

https://techreport.com/news/malaysia-becomes-major-hub-for-chinese-companies-high-end-chips-report/

Posted by gooman > 2023-12-20 18:56 | Report Abuse

Global Bonds Rally as Softer UK Inflation Boosts Rate-Cut Bets

German 10-year yield falls below 2% for first time since March
US, UK bonds also gain as traders amp interest-rate cut bets
https://www.bloomberg.com/news/articles/2023-12-20/german-10-year-yield-falls-below-2-for-first-time-since-march?embedded-checkout=true

Posted by gooman > 2023-12-23 22:58 | Report Abuse

Fed’s preferred inflation measure surprises economists by falling in November
https://fortune.com/2023/12/22/pce-inflation-november-fall-slide-lower-2-6/amp/

“A sustained easing in price pressures will support a shift in the (Fed’s) policy stance next year, from holding rates steady to lowering them over time,” said Rubeela Farooqi, chief U.S. economist at High Frequency Economics. “”The exact timing will depend on how the labor market, inflation and growth will evolve next year. Based on our forecasts, we expect the Fed to start cutting rates by the middle of next year.”