If Ceo Syed Zainal said it takes 2 years to rebuilt / Upgrade Silterra---so it will 2 years of RED Qr for DNEX. Cap. Expenditure has to be recorded and Expense Out.----Just pluck from previous memory, it will Cost 400---500mil to Upgrade Silterra----Losses will be around 300mil per year to include DownTime during Upgrading-----My Take-- Come Back in 2 years to look-see-look-see Dnex Books before going long term Or else 2 years wait is alot Opportunity Cost Loss
most probably will green today. it took 8 mths for banker ma to cross up retail ma. it wont let it fall. hope more will sell their ticket today. probably 200 m volume today.
The reaction to the quarterly report is neutral. That is why the share price is so so. I believe the institutions are buying while the retailers are unloading.
Please look at TSMC revenue and cost. Silterra needs to cut down the operating cost. You as an investor also can guess how much the operating cost is appropriate.
Even if TSMC is taking over Silterra, it will at least take a year to strengthen their suppliers, their support vendors, their sales strategy and their product mix and to rectify the bottleneck in their manufacturing processes and most importantly to train and to employ capable manpower to turn around a greatly potential semi conductor facility. Time is needed. Just by putting in place creditable top management, will help Silterra to make hundreds of million a year.
Surprisingly no RSS for the entire morning session ... Maybe they shld buy back before the share price move higher ... Dnex's quarterly profit will increase from next qr onwards, slow n steadily ...
@investor2021trading ... You can get all the RSS trading n volume in your trading platform, just go to your platform n add in the RSS transactions details in your viewing page ... You may not hv it as a default column in your page ...
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atilanohun
275 posts
Posted by atilanohun > 2021-09-27 09:23 |
Post removed.Why?