Posted by huat_ahh > 2022-01-10 15:59 | Report Abuse

Bravo Gérard,
Welcome to NBA category here....

I like your reverse engineering calculation for DNeX PATAMI (Mine is slightly higher than yours, but anyway your figure is good enough for us as a reference point).

I also want to add on the future catalyst for DNeX that can boost the future earning down the road.

1. In future, the WPM is 36k + 5k. And the ASP for each wafer is very much depend on the complexity of the IC design. With CGP and ILI Technology as partner, getting higher ASP moving forward is not a problem.
2. Avalon which is 100% owns by PING is expected to start production in 2023. It is a greenfield and the capacity output is yet unknown.
3. (my wishful thinking list) Since SilTerra is in upstream business, is it possible to create a downstream business just to complete the JIT process...save time, save cost and increase efficiency. Boleh??

The bottom line, DNeX must SHOW US The MONEY.... The more the merrier

For the rest, don't take my write up blindly, do your homework.

Posted by atilanohun > 2022-01-10 16:06 | Report Abuse

莊家不會讓人容易賺錢的, 所以今天中午把玩對敲的嚇屁滾尿流後, 相信要到最後半小時前才推高回去至少885?

Posted by NatsukoMishima > 2022-01-10 16:08 |

Post removed.Why?

Posted by KingDavid > 2022-01-10 16:15 | Report Abuse

Rollover @RM0.88 ?

Posted by Silent 88888 > 2022-01-10 16:17 | Report Abuse

trend still there nothing to be worried
wait for fruitful CNY angpaw

Posted by amateurJR > 2022-01-10 16:18 | Report Abuse

natsuko dun bullshit here

Posted by NatsukoMishima > 2022-01-10 16:42 |

Post removed.Why?

Posted by NatsukoMishima > 2022-01-10 16:44 |

Post removed.Why?

Posted by atilanohun > 2022-01-10 16:51 | Report Abuse

U sure ? 1 million per qr is peanut for a company of issued share of nearly
3 billion. Typo error of 10 million ?

Posted by atilanohun > 2022-01-10 16:53 | Report Abuse

Yes, close at 885 as i predicted nearly an hour ago !!!

Posted by OngKawKaw > 2022-01-10 16:53 | Report Abuse

BETUL CAKAPLAH TU BEGINNER STANDARD 6. CLASSIC PATTERN NAIK SIKIT SIKIT LEH!!!

Posted by strattegist > 2022-01-10 17:12 | Report Abuse

ala limau ala hepi hepi

Posted by atilanohun > 2022-01-10 17:17 | Report Abuse

Ungrateful ppl will nvr get rich !!

Posted by iPlay > 2022-01-10 17:18 |

Post removed.Why?

Posted by jenson68 > 2022-01-10 17:22 | Report Abuse

@ Gerard Lam Thx for the information sharing !!
Nice closing today … up sikit sikit , lama lama jadi bukit , hehe

Posted by warrenchok90 > 2022-01-10 17:34 | Report Abuse

walau speechless oweeeeee I sell then it up non stop... if I don't sell it drop back!!

Posted by atilanohun > 2022-01-10 17:41 | Report Abuse

See the difference after Tre, Bob, "Dr" M and the whole mafia gang expelled to hell forever !

Posted by NatsukoMishima > 2022-01-10 17:46 | Report Abuse

atilanohun U sure ? 1 million per qr is peanut for a company of issued share of nearly
3 billion. Typo error of 10 million ?
______
Sorry for type error lah , commennt sense lah 100million minimum per qr !

Posted by NatsukoMishima > 2022-01-10 17:47 | Report Abuse

@Silent 88888 trend still there nothing to be worried
wait for fruitful CNY angpaw

______
CNY 2025 only take super big mega ang pow !

Posted by chl1989 > 2022-01-10 18:45 | Report Abuse

i will wait patiently for it to become index stock

Posted by chl1989 > 2022-01-10 18:45 | Report Abuse

dont be so short sighted

Posted by BeeNeutral > 2022-01-10 20:44 | Report Abuse

https://www.cnbc.com/2022/01/10/apple-chipmaker-tsmc-notches-another-quarterly-sales-record.html?__source=androidappshare

Posted by JohnFarmer458 > 2022-01-10 21:13 | Report Abuse

BeeNeutral https://www.cnbc.com/2022/01/10/apple-chipmaker-tsmc-notches-another-quarterly-sales-record.html?__source=androidappshare
10/01/2022 8:44 P

KEY POINTS
TSMC reported December revenue of 155.38 billion new Taiwan dollars (about $5.6 billion), up 4.8% from November. That was a record number for a single month.
Demand for semiconductors, which are key for everything from smartphones to cars, continues to rise even as a shortage of chips has hit several industries.
Analysts expect TSMC, which manufactures chips for companies like Apple, to benefit from price hikes this year amid strong demand.

—————

Dnex TP RM2.0

Posted by mamatede > 2022-01-10 21:41 | Report Abuse

Strong oh DNEX i like it... hehehe

Posted by iPlay > 2022-01-10 21:41 | Report Abuse

@Johnfarmer
Your TP rm2.0 bila? Next few days, next few weeks, next few months or years? Honest n serious Q.
Thanks

Posted by Beginner123456 > 2022-01-10 21:51 | Report Abuse

Hopefully dnex continues moving away from the current general tech direction.
6 days go up and no announcements yet. Very likely to go up further until announcement. Jerung know already that's why push up earlier.

Posted by iPlay > 2022-01-10 22:23 | Report Abuse

For DNex we have seen a lot of progress in semicon segment but we hv not seen much progress in O&G…. We have not seen why they brought in Dato Rob Fisher as Director…….DNex does not need an expate of such a high calibre to run Ping… market talk was Dato Rob knows a lot about the oil fields in Malaysia and perhaps he signed the PSC for the gas fields in Malaysia representing EXxonmobil with Petronas back in the Nineties…..
ExxonMobil Malaysia plan to sell the assets in Malaysia has not been finalised after 3 years of marketing!

Is DNex progressing in acquiring any of these oilfields or gas fields?

IDK

Posted by hondapetak > 2022-01-10 22:30 | Report Abuse

iplay. right after CNY.

Posted by iPlay > 2022-01-10 23:03 | Report Abuse

@hondapetak.... can share more?.... or can pm me slightly more info...

Posted by newguy0801 > 2022-01-10 23:34 | Report Abuse

share me too

Posted by Alantam > 2022-01-11 00:33 | Report Abuse

Gerard Lam is really the god of investing

Posted by Max2838 > 2022-01-11 01:12 | Report Abuse

After the UN COP26 climate talks in Glasgow, the UK government has come under increasing pressure to rule out several highly controversial, proposed fossil fuel extraction projects in the UK, including some 30 offshore oil fields in the North Sea.

I wud hazard a guess that Dato Fisher expertise on sustainable energy and carbon emission wud be valuable on seeking approval for the Avalon oil n gas extraction.

The UK government plans to introduce a ‘climate compatibility checkpoint’ to test future oil and gas licensing rounds against wider climate objectives as part of its North Sea Transition Deal.
I do not think the other Dnex directors are familiar with such sustainablity criteria as Scope 1, 2 or 3 emissions and Total life cycle emissions (MtCO2e).

@iPlay
"Dnex certainly need Fisher n other 'Green' specialists for Avalon approval"

Posted by KingDavid > 2022-01-11 09:32 | Report Abuse

The "operator" is encouraging IDSS or creating "space" for more selling. This is an indication that uptrend is intact.

Posted by OngKawKaw > 2022-01-11 09:52 | Report Abuse

RUNNNNNNNNN

Posted by KingDavid > 2022-01-11 09:53 | Report Abuse

I pick the "Bull" side because this bull is a totally different bull.

Posted by rumput > 2022-01-11 10:11 | Report Abuse

KAW2 JUAL

Posted by derrickinvestor > 2022-01-11 10:11 | Report Abuse

aiyoooo dnex lao sai.... must be both strategist n kannenites lelong saham liow...

Posted by ltw1123 > 2022-01-11 10:12 | Report Abuse

Trap trap & run run!

Posted by warrenchok90 > 2022-01-11 10:13 | Report Abuse

back to 0.75 not a dream hehehe

Posted by derrickinvestor > 2022-01-11 10:13 | Report Abuse

bo chowwwwww.... sure dieeeee

Posted by Newbie_123 > 2022-01-11 10:19 | Report Abuse

DNEX have tanked

Posted by silencer88 > 2022-01-11 10:28 | Report Abuse

steady bom bom

Posted by rumput > 2022-01-11 10:31 | Report Abuse

normal ler ada retracement, kalau naik dan terus naik nanti kata syndicate pula.

Posted by OngKawKaw > 2022-01-11 10:31 | Report Abuse

CORRECTION KE???

Posted by OngKawKaw > 2022-01-11 10:32 | Report Abuse

TAKUT LO

Posted by BeeNeutral > 2022-01-11 10:34 | Report Abuse

Managed to ccumulate some more at 0.835

Posted by atilanohun > 2022-01-11 10:46 | Report Abuse

U think any stock can go up continuously ? 7 or 8 days in a strech already.

Posted by strattegist > 2022-01-11 10:50 | Report Abuse

pelan pelan kutip...

Posted by jenson68 > 2022-01-11 11:12 | Report Abuse

Top up ..

Posted by Shakdududu > 2022-01-11 11:15 | Report Abuse

Limau gugur... kutip.