One time business combination deduct one time impairment and operating loss, still earn so much, is same like sell ur house deduct renovation fee and other legal fee still earn so much, profit still profit, limit up hehe
The business profit from last QR actually not as good, it is purely one time gain but the real profit will be next QR Nov-21 reporting, and the perfect storm will be in Feb-22 QR report, Happy CNY 2022.
Dagang NeXchange Bhd is a leading service provider in Malaysia’s trade facilitation, energy sector and more recently manufacturing ie wafer fabrication viz Silterra.
Both of its recent investments ie PING Petroleum and Silterra were acquired on the cheap and will be the key twin driver for future earnings growth especially Silterra.
Its massive return on its investment in PING Petroleum is just a prelude on more bountiful returns from its investment especially in Malaysia's ONLY wafer foundry.
A market cap of RM12 billion or RM3.50 per share in 2 year's time is achievable.
heheh how i wish that happen. Kalau naik RM 1. huhu i will gain 60% profit on my investment for this DNEX since 2021.I hope DNEX can go beyond that price and there is huge potential for this counter to success.
Like SAM . I’m holding since RM7 . Now almost triple . So don’t sell if not really urgently needed money. Keep it for dividend and capital gain for medium or long term
This report is for the intended party. The boss had shown 120m pat for 1st 18mth of helm. Cleaning up all the redundancies n crap inside prior to new management.
Subsequent fy will be 120 m annual profit as bench mrk
Eg.
150m fy 2022 200m fy 2023 250m fy2024
Going forward dnex will be having such result if not much better.
Next qtr..300m revenue 35 m pat or even higher. I dunno its your guess.
Dnex wkly mthly qtrly yrly chart are all bullish. Yearly macd golden cross. Got few years of up trend . Long road ahead.
If base on yrly trend. Dnex is going above rm3. Why?Need raise fund for 12 inch fab in a few years time after 8 inch turn around. No 3 n more cant raise enuff fund like inari.10.5 billion investment for 12 inch fab 6 bill by dnex n 5 bil by cgp. It is part of dnex n cgp strategic planning submitted to kazanah.
Big fund will start building below rm1. Above rm 1 most retail chip will be eaten. Then dnex will be more under their control. Expecting big fund to come in especially states fund. Future index tech stock . No fund will like to miss. Dnex owning a 8 inch n 12 inch fab in the long term cant run from being index stock. A 12 inch fab already 10 bil cost. How to not be an index stock. But that is a long growth story.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
lalazai9
1,000 posts
Posted by lalazai9 > 2021-09-25 09:05 | Report Abuse
One time business combination deduct one time impairment and operating loss, still earn so much, is same like sell ur house deduct renovation fee and other legal fee still earn so much, profit still profit, limit up hehe