dnex share price not going anywhere this month,due to 2 reasons.Reason no 1:world stock markets will be turbulent because US government is running out of cash,unable to pay salary,defaults loan repayments,..going to go bankrupt,probably around 18/10/21!This will send shock waves to the whole world.Reason no 2:Recent AG Audit report 2019 said that Silterra has 2 serious problems need to be resolved.No 1-high rate of wafer reject;No 2-high operating expenses,too many staffs!All these imply inefficient operation,low productivity,10 men do one man job,bad workers attitudes,... so on.Under the previous management,this must have been going on for a long long time unchecked.The floor workers were only handling RM550m production a year.Now they have multi billions work orders to produce,how can they handle with their previous work attitudes!This Will be the biggest challenge of Silterra.Many investors honestly not comfortable with that n as such there were 2 days selldowns last week when the report was released.
jk20598, your concern is logical & justified. It is as a matter of how much risk we are willing to take. When the quarterly report has indicated huge profit, the share price will not be RM0.7+ any more. Off course, if the P&L is not satisfactory, opposite could also be true. We are talking about the probability is high with so much prospects on hand to achieve a good result.
If dnex alone handle silterra then i think the concerns on whether silterra can be turnarouned or not is valid. But that's not the case is it? With CGP and foxconn playing a part in silterras turnaround,i dont see any reason to worry about this part. Foxconn desperately needs chips... they're gonna make sure silterra provides them with the chips.
The talents in Silterra (if there is any) will likely be poached by TSMC, Samsung, Intel since all major foundries are expanding rapidly to meet global demand. I doubt any talent will stay in Silterra if they can get 2x 3x pay in those companies.
No, It is not !!! Is the DNeX's top management waiting for "big institution" to buy into it ? Such as EPF for very long term ? Then it will become a dividend paying counter. Hopeful my dream will come true.
Adui,nobody wanna buy dnex PP ah or dnex want PP higher price or PP buyers want lower price. Hahaah,can guess until go mad so i guess i can only mad mad hold
Every time jerit-jerit LU, no more cheaper price, but the truth is cabut. If peoples sound for south way , will magic appears..... Wakayama masses assess was
IronShirt, does DNeX need PP now? No. It is good to standby for golden opportunity in further acquisition in oil fields under Ping Petroleum. More expansion may be needed in Silterra or EV JV with Foxconn..............
I think Dnex will hit RM1.20 in six months time. They got Silterra at pasar malam prices. It is no brainer, it cannot go wrong unless the Board of Directors consists of people of very low integrity. I hope they will not give in into pressure from "you know who", to siphon out money and give it away to warlords.
Lucky i buy already,iam not greed to wait at 0.6 Chip maker will fly with higher oil price New oil price in town 100usd coming Chip maker cant be whim and fancy by prison warden.chip maker will release from jail. Breakout is on the way
Many oil n gas have move to new height ! Left this chip maker still nego with prison warden for early release Better place ur bet on this battered down chip maker.Unstopable breakout soon.
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....
strattegist
23,459 posts
Posted by strattegist > 2021-10-04 09:33 | Report Abuse
tunggu kfc hey