Posted by Trevor777 > 2021-09-08 15:27 | Report Abuse

Good to see this monkey banned at this and other forums. All postings removed...hehehehe

Posted by derrickinvestor > 2021-09-08 15:46 | Report Abuse

Err… who got bann? Lol

Posted by Victorino > 2021-09-08 15:58 | Report Abuse

Smell something now...

Posted by derrickinvestor > 2021-09-08 16:11 | Report Abuse

Smell what… fart?

Posted by rr88 > 2021-09-08 16:27 | Report Abuse

No conviction fr buyers. It will go lower. Sell.

Posted by Bgt 9963 > 2021-09-08 16:33 | Report Abuse

Shit...

Posted by TedTock > 2021-09-08 17:07 | Report Abuse

There might be a surprise announcement

Posted by KingDavid > 2021-09-08 17:16 | Report Abuse

I have been waiting to top up @RM0.7 since early August 2021.

Posted by lordfish30 > 2021-09-08 17:20 | Report Abuse

waiting for the surprise

Posted by strattegist > 2021-09-08 17:54 | Report Abuse

tutup melah hey

Posted by Beginner123456 > 2021-09-08 19:18 | Report Abuse

This counter need a lot patience. Initially i try to time the market,go up,can make money but no heart to sell coz of future prospects. Now i tell myself play dnex like play blue chip...if drop i add,if up until rm1.50 baru think of selling loh..no stress,can hold 1-2 years. You think in 1 years time,dnex with annual profit in hundreds of millions from silterra will remain below rm1? Think again haha.
Let's hope 0.7 comes soon so can top up more.

Posted by jackietian1987 > 2021-09-08 19:20 | Report Abuse

can standby top up lo weiii

Posted by Will188 > 2021-09-09 00:28 | Report Abuse

Not good review by guru... Profit not coming as ex ..

Posted by Will188 > 2021-09-09 00:28 | Report Abuse

Expected

Posted by nextan > 2021-09-09 08:53 | Report Abuse

Very lousy counter

Posted by Lousycounter > 2021-09-09 09:54 | Report Abuse

Hi nextan u looking for me? HahahHahaha

Posted by atilanohun > 2021-09-09 10:21 | Report Abuse

On our right hand column (top articles ), somebody is kind enough to warn newbies against some penny stocks which everyone should avoid. This list is actually much longer than that. But this is absolutely true. Nvr put any hope on these counters !

Yday Herbert Chua posted a comment which I think was true. He seemed to disclose the tactic of operator and warn retailers here not to be fooled. But it was deleted by admin (?) very soon. Frankly I dont like this Chua cos he attacked ppl often. But this time he was telling the truth and not pinpointing and hurting anybody. Why his comment deleted ? Someone else could be more evil with hidden agenda and employed by operator to post here !

Posted by strattegist > 2021-09-09 10:41 | Report Abuse

pegun pegun hey

Posted by KingDavid > 2021-09-09 10:58 | Report Abuse

Beginner123456, too many people waiting to top up @RM0.7. I believe the operator is collecting on behalf of many institutions. May need to revise upward @RM0.73 to top up.

Posted by HerbertChua > 2021-09-09 11:28 | Report Abuse

Dear ivestors

Posted by BigWhiteSand > 2021-09-09 11:29 | Report Abuse

https://www.malaymail.com/news/malaysia/2021/09/08/kedah-macc-nab-glc-ceo-three-others-for-alleged-power-abuse/2004074

Posted by jlex11 > 2021-09-09 11:31 | Report Abuse

Guys , my take on Dnex final Q result:

a. PING acquisition was completed b4 30th June 2021 & it's my view that the full Q result can be incorporated in the reporting Q ending 30th June 2021.
b. Silterra result will not be incorporated as the take over was completed after 30th June 2021. It will be good if Dnex provide a short update on Silterra performance as at 30th June 2021.

Taking into consideration the above, my estimate of Dnex Q result will conservatively be as follows :

i. PING performance : RM20M
ii. Other Profit Center : RM 5M
Total : RM25M

At RM25M or annual projected profit of RM100M will translate to an EPS of 3.2 cts. PE of 25 equal to 80cts , without Silterra contribution.

I expect this Q result to be positive or else the company will release it earlier. They have till 30th Sept 2021 to release it. In between, once the sentiment is good and no political issue once Parliament opens next week, we can expect the result to be made known...

My 2 cts personal view on Dnex & to share only with those who take a long term view on Dnex only ....

Cheers

Posted by mimisita > 2021-09-09 11:31 | Report Abuse

3 days red 1 day green for dnex at least until next year

Posted by nicholas99 > 2021-09-09 12:06 | Report Abuse

EPF mari mari.

Posted by strattegist > 2021-09-09 12:16 | Report Abuse

hey hey hey

Posted by BstRspnsNnF > 2021-09-09 12:18 | Report Abuse

Many very knowledgeable experts in this forum for DNEX..
TQ.. TQ..

Posted by KingDavid > 2021-09-09 12:27 | Report Abuse

jlex11, don't be disappointed if your expectation of quarterly result ending 30/6/2021, of RM25M does not come true. Bearing in mind, the appeal of the financial penalty of RM10.302 million by MyCC is still up in the air.

Posted by Trevor777 > 2021-09-09 12:42 | Report Abuse

David,...We concur with jlex11 that the earnings would be close to 25M, if not slightly higher. The PE is conservatively at 25 in his calculations. As for the Court Penalty which has been under Appeal since last year, is just that still under Appeal and not Adjudicated. Even so, the payment could be in instalments under 2nd Appeal. Whichever way, this Expense may most likely be delayed.

Posted by Trevor777 > 2021-09-09 12:50 | Report Abuse

We remain mindless, not mindful of the release of this QR, which should be at most, 2 weeks if not next.

The ROE would not be presented equally and reflective of the newly minted acquisitions. For the NTA lovers, a huge jump is expected with strong Bank balances and Fixed Assets in subsidiaries.

Look forward but without anticipations.

Posted by nicholas99 > 2021-09-09 12:57 | Report Abuse

without anticipations = gg?

Posted by Shinnzaii > 2021-09-09 12:59 | Report Abuse

If Silterra separately listing then I would consider...hehe

Posted by Beginner123456 > 2021-09-09 13:04 | Report Abuse

Ya lo, go up also cant, drop also cant
Hahahah
Really test patience coz move sideways then we cant take any action also

Posted by Trevor777 > 2021-09-09 13:13 | Report Abuse

Shinn,...then you'd probably would have to wait for another 3-4 years and for Dnex to fully turnaround the foundry, provided they wish to separately list it. Moreover, as shareholders of Dnex, we are the Preference stakeholders/shareholders at IPO price for Silterra.

You may try your luck at the application balloting.

Without the attraction of Silterra, very sure we wouldn't be here talking about Dnex.

Sometimes, we wonder why we are drawn into engaging with such absurd fantasies.

Posted by KingDavid > 2021-09-09 13:15 | Report Abuse

Trevor777, I will be extremely pleased if the quarterly (30/6) is about RM25M. I have read through again the quarterly report (31/3), and it does not give confident for the quarter (30/6) to achieve RM25M. I would not complain at all for any PBT RM20M. Thanks

Posted by Trevor777 > 2021-09-09 13:26 | Report Abuse

David,...noted and we have no qualms nor add flavors to speculations. Our computation was based on higher Oil prices averages and increased deliveries (which was working towards).

It's fine, and as mentioned we do not have higher expectations nor anticipate any worse.

Thank you.

Posted by Eddie > 2021-09-09 13:33 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/07/01/dnex-completes-acquisition-of-60-stake-in-ping-petroleum

With the completion of this exercise, DNeX will consolidate Ping’s financial performance into the group’s earnings from July 2021 onwards.

Posted by jlex11 > 2021-09-09 14:30 | Report Abuse

KingDavid @ - for clarity, since you have read and familar with the Q result ended 31st March 2021, please advise what was PING contribution to Dnex Q result by way of equity accounting and the average oil price between 1-1-2021 & 31.3.2021... I will then elaborate how the RM20M for PING was arrived at....

Cheers...

Posted by BstRspnsNnF > 2021-09-09 14:30 | Report Abuse

So, the next Qr after this month Qr will include revenue from Ping.. 3-4 months to hold guys...

Posted by fengpinglangjin > 2021-09-09 14:34 | Report Abuse

鴻海 (2317-TW) 董事長劉揚偉今 (12) 日指出，跟國巨 (2327-TW) 合資的國創半導體，預計明年營收 20 億元，2025 年將翻倍成長至 500 億元；此外，目前也在跟轉投資的馬來西亞晶圓廠矽佳 (SilTerra) 談長期供貨合約 (LTA)。

在上游的晶圓廠布局方面，劉揚偉指出，目前除了轉投資日本夏普 (Sharp) 有 8 吋晶圓廠，8 月上旬也向旺宏取得竹科 6 吋晶圓廠，此外，鴻海也透過入股 DNeX，間接轉投資馬來西亞 8 吋晶圓廠 SilTerra。

劉揚偉表示，目前 SilTerra 在展開工程及商務討論，預計可拿到部分產能，近 1-2 個月將簽署長期供貨合約，且除了既有的廠外，目前也有與其他夥伴洽談合作方式。

LTA in 1 to 2 mths time from foxconn.

Posted by fengpinglangjin > 2021-09-09 14:39 | Report Abuse

劉揚偉表示，旺宏竹科6吋廠可透過新投資轉換生產碳化矽，但月產能只有1.5萬片顯然不夠，因此定位為研發及小幅量產，未來大型量產會以其他方式去做。目前集團在日本福山有個8吋廠，透過策略合作亦有馬來西亞矽佳（SilTerra）8吋廠可運用。

劉揚偉指出，上述1個6吋廠、2個8吋廠都會瞄準電源、射頻（RF）及CMOS影像感測器（CIS）應用。希望透過準備產能，讓鴻海電動車客戶不再有產能問題。目前已跟多家世界級半導體公司展開討論，未來會在適當時機宣布相關半導體領域合作案。

Liu Yangwei said that Wanghong Bamboo Branch 6-inch plant can be converted through new investment to produce silicon carbide, but the monthly production capacity of only 15,000 pieces is obviously not enough, so positioning for research and development and small mass production, the future large-scale production will be done in other ways. At present, the Group has an 8 inch plant in Fukuyama, Japan, through strategic cooperation is also available in The SilTerra 8 inch plant in Malaysia.

Liu Yangwei pointed out that the above 1 6 inch plant, 2 8 inch plant will aim at power supply, radio frequency (RF) and CMOS image sensor (CIS) applications. It is hoped that by preparing capacity, Hon Hai's electric vehicle customers will no longer have capacity problems. Discussions have been held with a number of world-class semiconductor companies and a partnership in the semiconductor sector will be announced in due course.

Posted by papaya > 2021-09-09 14:55 | Report Abuse

jual...jual.....heyyyyy......kikikikikih

Posted by nicholas99 > 2021-09-09 15:03 | Report Abuse

ini trevor. lepas cakap.. terus jual.

Posted by Learner One > 2021-09-09 15:09 | Report Abuse

Sharks will push lower. Watch out

Posted by ocbc > 2021-09-09 15:17 | Report Abuse

Foxconn bought at 0.90 , do u think Foxconn will buy more ? Heheee..

Posted by papaya > 2021-09-09 15:17 | Report Abuse

more good news....more selling.....mean what???....kikikikikih

Posted by Learner One > 2021-09-09 15:22 | Report Abuse

Tonite dow tanks again.

Posted by nicholas99 > 2021-09-09 15:22 | Report Abuse

mean no run die?

Posted by Learner One > 2021-09-09 15:24 | Report Abuse

Colek below 70

Posted by strattegist > 2021-09-09 15:53 | Report Abuse

melah melah hey

Posted by strattegist > 2021-09-09 15:53 | Report Abuse

lembik lembik hey