Posted by strattegist > 2021-12-31 15:37 | Report Abuse

Bye bye 2021... enjoyed bountiful of kfc

Posted by atilanohun > 2021-12-31 16:34 | Report Abuse

So many of us here might be disappointed with this counter, hopes smashed, money lost.But the most maybe just be about 30 % even if u entered at above RM 1. Just think of the thousands who lost everything in the recent floods : years of hard earned car, furniture etc etc and with suffering seeing no end yet !!!
So u r still the lucky lot,folks. U still have much hope in 2022 with dnex !! Cheer up and Happy New Year !

Posted by kfliau > 2021-12-31 17:14 | Report Abuse

Exactly. Dnex has both semi-conductor and oil and gas, two major goreng themes but too bad with the pp overhang, can't move at all

Posted by derrickinvestor > 2021-12-31 18:27 | Report Abuse

how to move when strategist keep selling behind..lol

Posted by Jonathan Keung > 2022-01-01 07:13 | Report Abuse

Even at 80 still negative returns

Posted by Alantam > 2022-01-01 18:04 | Report Abuse

- Additional 5,000 per month capacity from purchase from MIMO
- Additional 50,000 per month capacity from expansion in available land space
- Energy division to benefit from high oil price and high demand

Fly to RM3 in Jan22

Posted by NatsukoMishima > 2022-01-01 21:27 | Report Abuse

Rm 3 too cheap , atleast rm 6 - 10 !

Posted by blackchicken > 2022-01-02 16:07 | Report Abuse

https://klse.i3investor.com/blogs/stock_pick_2022/2022-01-02-story-h1596520575-Stock_Pick_Year_2022_Stock_and_Number_of_Picks_Quantities_v3.jsp

Posted by nicholas99 > 2022-01-03 09:36 | Report Abuse

wait till.. revenue profit ratio same with the likes of tsmc..

Posted by nicholas99 > 2022-01-03 09:41 | Report Abuse

How profitable is TSMC?
The company said gross margin (net sales minus cost of goods sold) increased 1.3% from the previous quarter to 51.3%, while operating margin came in at 41.2%, with a net profit margin of 37.7%. TSMC said 5nm shipments were responsible for 18% of total wafer revenue, while 7nm chip orders accounted for 34%

Posted by nicholas99 > 2022-01-03 09:41 | Report Abuse

30% / 35% profit margin is the main key..

Posted by chl1989 > 2022-01-03 09:55 | Report Abuse

dont compare Honda with Rolls Royce
different class haha

Posted by chl1989 > 2022-01-03 09:56 | Report Abuse

tsmc is the mother of semicon
If it is listed in bursa, would be valued at pe 200 :)

Posted by nicholas99 > 2022-01-03 09:57 | Report Abuse

MediaTek lifts revenue growth forecast
https://www.taipeitimes.com/News/biz/archives/2021/10/27/2003766808

Posted by nicholas99 > 2022-01-03 09:58 | Report Abuse

not comparing both in term of price.. we are comparing in term of profit vs revenue ratio.. if silterra wants to do well, it needs a healthy ratio.. that's how investors from the globe will invest in silterra.. if you just want kampung jaguh invest then.. gg.com

Posted by Trevor777 > 2022-01-03 10:16 | Report Abuse

Hahaha.....my toes are so tickled with laughter...

Is Silterra a 7nm or 8nm chip foundry?

How much is the cost of a nanochip foundry?

Investors from worldwide?

When you see such questions and comparison, you know how stoooooopid these people are.

Posted by nicholas99 > 2022-01-03 10:30 | Report Abuse

7nm and 8nm chip foundry needs more high end equipment = higher cost.. higher gross margin too
silterra lower end chip foundry needs lower end equipment = lower cost.. lower gross margin too.

all in all.. it should be on par.. just by comparing other mediatek.. ilitek and etc etc.. 30-40% gross margin is acceptable and doable.. trevor.. cry more.

Posted by nicholas99 > 2022-01-03 10:32 | Report Abuse

none owe you any explanation.. trevor. you are nobody.

Posted by Alantam > 2022-01-03 10:44 | Report Abuse

From Trevor’s comments, able to see how shallow his understanding is in the semicon industry.

His frog mind says Silterra does not produce7nm and 8nm chip

So? Silterra’s 200mm chip ASP is rising every week with lead time hitting 52 weeks.

Chip shortage is on 200mm wafer and above, not 7nm.

He should stick to his job in washing toilet

Posted by Alantam > 2022-01-03 10:45 | Report Abuse

ILI Tech Corp = Ilitek which is owned by MediaTek.

MediaTek lift forecast by 40% means Ilitek will benefit which will flow through to Silterra

Posted by atilanohun > 2022-01-03 10:51 | Report Abuse

Never before has any IB gives such detailed and optimistic assessment for Dnex as what HLB does today ---refer to the comment opposite this forum. It is surely a very good sign to start a new year for this much loved and hated counter !!

Posted by atilanohun > 2022-01-03 10:53 | Report Abuse

Unfortunately, it is just delelted ,why ?

Posted by shibatrader > 2022-01-03 10:57 | Report Abuse

LAM just commenced its new plant in penang, could dnex benefit from it. ?

Posted by shibatrader > 2022-01-03 10:57 | Report Abuse

let's find out

Posted by Trevor777 > 2022-01-03 11:11 | Report Abuse

Hahaha....movie stars like Alan Tam should stick to singing and films.

His first posting promoting Silterra as an EV manufacturer to partner with Fox...? Brainless.

Now he is sure Silterra is a 7nm chip foundry?

The ASP for all chips across the board has been rising, did he blinked?

Better ignore such kids without showing any interest other than to instigate a fight.

Ignore, and that might push him over the edge.

Posted by amateurJR > 2022-01-03 11:12 | Report Abuse

alantam ur scandal settled d?

Posted by stockfreak > 2022-01-03 11:14 | Report Abuse

To shrink the nm (pn channel width), it takes billions to upgrade the equipment. For chip shortage, it is seen across a lots of channel size. 200nm is considered very low tech.

Intel stayed in 14nm for too long and just migrated to 10nm. TSMC is mass producing 7nm chips for AMD and Apple maybe for 3 years already. 5nm is coming end of this year.

Posted by Alantam > 2022-01-03 11:19 | Report Abuse

Trevor, my spy saw you typing this comment on i3investor while working at your office.

Unfortunately for you, after years of bad investment, you are still STUCK at a desk job.

FYI, do observe nearby before typing comments on i3investor DNEX section. Hahahaha.

Next round will expose your low class name

Posted by nixonteh85 > 2022-01-03 11:21 | Report Abuse

go head,
kutuk dinding sampai blood

Posted by strattegist > 2022-01-03 11:36 | Report Abuse

Thank you Dnex... 1st day trading of 2022 sulah lapat
barrels of kfc..

Posted by strattegist > 2022-01-03 11:36 | Report Abuse

nyum nyum... finger licking good

Posted by Trevor777 > 2022-01-03 11:37 | Report Abuse

That's the best you have, Alan kid?

If you don't have anything to say about Dnex, just ShutTF up!

Posted by Alantam > 2022-01-03 12:28 | Report Abuse

Trevor orphan kid, my fortune teller shifu
ask me to help you by telling you to buy Success Transformer if you want to change your bad fortune.

Otherwise you will remain with bad fortune like BobAxelCok

Posted by blackchicken > 2022-01-03 12:42 | Report Abuse

OIL & GAS - Maybank IB maintains positive call on O&G sector https://www.theedgemarkets.com/article/maybank-ib-maintains-positive-call-og-sector

Posted by MR. BEAN > 2022-01-03 12:52 | Report Abuse

this counter boleh ke?

Posted by Trevor777 > 2022-01-03 12:55 | Report Abuse

If your Feng Shui master is so good, probably you'll need him more. Then you won't be hugging my ankles, refusing to let me go and begging for crumbs off my table......hehehe

Posted by strattegist > 2022-01-03 13:13 | Report Abuse

Enjoying my kfc... nyum nyum

Posted by huat_ahh > 2022-01-03 13:42 | Report Abuse

1st trading day in 2022, and it is pretty hectic HERE already....

MANIC MONDAY??

https://youtu.be/SsmVgoXDq2w

Posted by jenson68 > 2022-01-03 13:58 | Report Abuse

Cantik … new gems in 2022 , haha

Posted by lalazai9 > 2022-01-03 14:20 | Report Abuse

Best stock 2022

Posted by shibatrader > 2022-01-03 14:23 | Report Abuse

why ppl here so toxic

Posted by king36 > 2022-01-03 14:24 | Report Abuse

Anybody knows?
PP to TSMC or FOXCONN?
DNEX lacks $$ (by the billions) and the expertise to push the company to a new height.
Anyone of the above-mentioned chip giant looped into DNEX will help tremendously.

Posted by shibatrader > 2022-01-03 14:34 | Report Abuse

why tsmc

Posted by shibatrader > 2022-01-03 14:35 | Report Abuse

high likely foxconn

Posted by ltw1123 > 2022-01-03 14:47 | Report Abuse

Any good news coming for DNeX?

Posted by iPlay > 2022-01-03 14:48 | Report Abuse

2022 will be the year for DNex...
still not too late to enter...

Posted by nicholas99 > 2022-01-03 14:51 | Report Abuse

definitely.. with mimos 5k quantity. + foxconn.. hopefully good news soon.

Posted by nicholas99 > 2022-01-03 14:52 | Report Abuse

bank give good rating for 2022 oil price..

Posted by jenson68 > 2022-01-03 14:53 | Report Abuse

Hold tight

Posted by nixonteh85 > 2022-01-03 14:58 | Report Abuse

dont worry, fake sell q