iii. Trade facilitation ("National Single Window")
iv. Subsea Cable installation
In its recently announced quarterly financial results, core PATAMI was recorded at RM41.3mil.
Based on that core PATAMI, SilTerra's PATAMI contribution was only 2 months (RM21mil). This was due to the acquisition being completed in July 2021.
During that period, average ASP for Wafer per mask layers were USD20.8. Based on channel checks, Wafer per mask layers ASP had increased by 25% and is expected to continue to surge going into 2022.
Based on 25% increase in ASP, SilTerra is expected to record RM39mil - RM40mil in core PATAMI for Q222.
Assuming profitability of Ping Petroleum and other businesses remains constant (Although it is expected to rise), DNeX is expected to record a profit of RM59mil - RM60mil in Q222 (3 months).
Using a blended PE of 25 (Technology + Oil and gas sector), DNeX's value should be RM1.87 (Based on annualised profit of RM59mil)
Using a blended PE of 30 (Technology + Oil and gas sector), factoring in recovery of crude price, DNeX's value should be RM2.25 (Based on annualised profit of RM59mil)
At current price of RM0.845, DNeX is significantly undervalued.
Last quarter alone EPS 9 sen let say x 2 = 18 sen. Should be valued at RM 1.80 easily as semiconductor has good growth prospects. Currently there is still shortage in semiconductors worldwide. China needs a lot of semiconductors....
Everything have a risk vs reward ratio. If you believed DNex in 3 months time can reach your TP of 1.20 vs the downward trend of 80 sen. Then the ratio is definitely worth it. Not a buy call just a hypothesis scenario
When it was below 77c......NEVER SAID HOPE TO TOP UP MORE LA......we also collected baskets. Now at 84c, you hope it would drop back to 75c for you???????
Actually the best joke of the year is BobAxelCok fap Trevor’s c0ck while Trevor typing his comment on i3 and ejaculated after seeing Dnex price shoot up like his ejaculation
Of course la.......already told we collected trading baskets at 765c and 77c....and usually smart and clever people will collect below our price, if the opportunity avail......hehehe.
Afraid those who have coconut water for brains won't see the logic or rationale.
Posted by warrenchok90 > Jan 5, 2022 12:26 PM | Report Abuse
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....
nixonteh85
889 posts
Posted by nixonteh85 > 2022-01-05 10:41 | Report Abuse
no intend to 0.85, seem solid
3 green 6 red ?!!