Posted by gooman > 1 month ago | Report Abuse

Malaysia has secured potential investments from companies such as global semiconductor company Nexperia and X-Fab from the Ministry of Investment, Trade and Industry’s (MITI) recent trip to Germany and France.

These potential investments are reportedly worth RM46 billion and will boost potential Malaysian exports by RM2.4 billion.
https://www.marketing-interactive.com/miti-investments-germany-france-local-brands-succeed-internationally

Posted by JettLeong > 1 month ago | Report Abuse

need more power for MPI to break through Rm30 ..

Posted by gooman > 1 month ago | Report Abuse

PHLX Semiconductor (^SOX) was up 2.29% yesterday..

Posted by JettLeong > 1 month ago | Report Abuse

Finally, it breaks RM30 ! Yessss

Posted by gooman > 1 month ago | Report Abuse

Iron Ore Holds Best Weekly Gain Since September on China Outlook
Iron ore held its largest weekly advance in six months on quietly increasing optimism over the chances of an economic recovery in top consumer China.
https://www.bloomberg.com/news/articles/2024-03-25/iron-ore-holds-best-weekly-gain-since-september-on-china-outlook

Posted by pang72 > 4 weeks ago | Report Abuse

https://www.chinapress.com.my/20240401/%e8%82%a1%e4%bb%b7%e7%bf%bb%e5%80%8d-%e5%b8%82%e5%80%bc%e7%a0%b4%e5%8d%83%e4%ba%bf-%e6%99%b6%e7%89%87%e7%95%8c%e5%8f%88%e7%8e%b0%e6%96%b0%e8%b5%a2%e5%ae%b6%ef%bc%81/

Semiconductor near historical high!

Posted by monetary > 3 weeks ago | Report Abuse

Sold half. Pls continues going up. Hehe.....

Posted by JettLeong > 3 weeks ago | Report Abuse

@monetary. wah, you must entered it when it fell to around Rm26 there, right?

Posted by gooman > 3 weeks ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/04/02/semiconductor-sectoron-a-new-upcycle

Posted by JettLeong > 3 weeks ago | Report Abuse

On the way to 1-year high price, it seem like

Posted by gooman > 3 weeks ago | Report Abuse

Samsung: Tech giant sees profits jump by more than 900%
https://www.bbc.com/news/business-68738046

Posted by gooman > 3 weeks ago | Report Abuse

Semiconductor sales up 16.3% to USD 46.2bn in February
The global chip market has just enjoyed its best year-on-year market growth since May 2022, says the Semiconductor Industry Association.
https://evertiq.com/news/55508

Posted by gooman > 3 weeks ago | Report Abuse

Top picks. MPI and Unisem are the Top Picks for exposure to the sector recovery, given the exposures to the growing demand for power management integrated circuits (ICs) and diverse end applications. Besides, recovery in China’s semiconductor space following two lacklustre years will help to boost of its utilisation rate and economies of scale at their existing plants in China. They also stand to benefit from US-China trade tensions in both of their plants in Malaysia as a neutral ground, as well as from China’s self-sustaining policies.
https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755715-Technology_Positioning_for_the_New_Upcycle_U_G_OVERWEIGHT

Posted by gooman > 2 weeks ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/04/09/robust-sales-expected-for-technology-sector

Posted by JettLeong > 2 weeks ago | Report Abuse

Great, semicon is back. Let's see how high this MPI can go up

Posted by gooman > 2 weeks ago | Report Abuse

China's EV-powered auto sales rebound, refreshing quarterly high
https://asia.nikkei.com/Business/Automobiles/China-s-EV-powered-auto-sales-rebound-refreshing-quarterly-high

Posted by tahansan > 5 days ago | Report Abuse

EPF 开始购买了..
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3440236

Posted by Ron90 > 5 days ago | Report Abuse

ridiculous PE for most of semicon counter, mpi (over 100x), unisem (70x), vitrox (55x), frontken (54x), etc... all above 50x !!.. those only deal with hardware production, not like apps or software which could exponentially grow... huhu.

Posted by JettLeong > 4 days ago | Report Abuse

Then better to avoid chasing high, Ron90, otherwise will kena cut chives 😁

Posted by Ron90 > 3 days ago | Report Abuse

reality check.. this counter with only roughly 100m profit this year, should only price at $14.00 !!..(PE 30x). loong gone where profit was $327 (2022) to justify price above $50.

current price pure speculative and bull$hit!.. PE 60x - 100x !!.
I guess IB stuck big time at this counter and they control the price.. only 210 milllion shares available and few million in circullation. With H0ng Le0ng and MP1 hold 60% shares, no wonder valuation of h0ng le0ng so big.. must be olso include ridiculous mark up price in this company.. which only generate about 100m per year profit.

Posted by gooman > 1 day ago | Report Abuse

Malaysian chip-focused venture fund to invest in over 10 startups
https://asia.nikkei.com/Business/Startups/Malaysian-chip-focused-venture-fund-to-invest-in-over-10-startups

Posted by gooman > 1 day ago | Report Abuse

3 Chinese semiconductor firms keen to invest US$100mil in Penang
https://www.freemalaysiatoday.com/category/nation/2024/04/27/3-chinese-semiconductor-firms-keen-to-invest-us100mil-in-penang/

Posted by gooman > 1 day ago | Report Abuse

Yellen Optimistic on US Economy Amidst Inflation Concerns
https://todaysecommerce.com/2024/04/yellen-optimistic-on-us-economy-amidst-inflation-concerns/