Posted by Max2838 > 2022-01-12 09:38 | Report Abuse

The Big Picture : (Oil + Chips) is good business.
Both are in robust demand and leading to higher ASPs.

Don't let the Sharks fool ya!

Posted by mamatede > 2022-01-12 09:48 | Report Abuse

Those planning to enter, relax la. Let us consolidate first.

Posted by Max2838 > 2022-01-12 09:51 | Report Abuse

Dnex CEO has confirmed.
SilTerra has morphed to become a profitable entity.
1. It was a timely acquisition
2. the increase in average selling prices (ASPs) of semiconductor wafer
3. the increase in shipment volumes of wafers
4. the cost and product mix optimisation of wafer chips
5. the production capacity of SilTerra is now fully utilised
6. this provides greater economies of scale and cost efficiency
7. the code of ethics installed with some top Mgt replaced on misconduct

Next step - Capacity Expansion!
https://www.theedgemarkets.com/article/dnex-discussions-foxconn-cgp-silterra-capacity-expansion

Posted by Max2838 > 2022-01-12 09:53 | Report Abuse

while the some Malaysians still mired in delusions and denials ......

Posted by Beginner123456 > 2022-01-12 10:04 | Report Abuse

Wah, just by quoting a figure then can say bad sign ah... chill la...move sideway 1 week also xde hal. Must wait for the end of the road. We are not there yet.

Posted by Gerard Lam > 2022-01-12 12:06 | Report Abuse

Updates on DNeX price:

- Price is consolidating at RM0.86 range post staging a strong technical recovery from RM0.83 the day prior.
- Volume traded on first trading half is low, being 15% of average total traded volume for the past 7 trading days.
- Main buyers for the past week was Local Institutional Investors, with a total net buy of RM114.4mil for the week from Jan 3 - 7.
- Main sellers for the past week was Local Retail Investors, with a total net sell of RM74.8mil for the week from Jan 3 - 7.
- Local Institutional Investors are playing a wait and see approach in view of strong accumulation with a volume weighted average price of RM0.847 for the past 7 trading days.
- Uptrend is expected to continue thereafter, with the first potential to test price at RM1.08, and RM1.5 thereafter.

Posted by Beginner123456 > 2022-01-12 12:15 | Report Abuse

Thanks for the updates Gerard. Your data on net buy and net sell is for DNEX specifically or for the whole market. Sourced from CIMB fund flow analysis?

Posted by Gerard Lam > 2022-01-12 12:20 | Report Abuse

Dear Beginner,

Data is specific to DNeX.

Thank you.

Posted by jlex11 > 2022-01-12 12:26 | Report Abuse

Dear Guys,

The obstacle that impede the uptrend is the uncertainty caused by the pricing for the 800M plus shares PP.... if that is out of the way, price movement for Dnex is bullish... meanwhile bear the pain of a range bound trading...

Cheers....

Posted by KingDavid > 2022-01-12 12:29 | Report Abuse

Gerard, Thanks for the info. The balance of RM39.6 million - from many ikan bilis(s)?

Posted by Gerard Lam > 2022-01-12 12:37 | Report Abuse

Dear David,

Remainder comprise of:
1. Small foreign net sell of RM2.3mil
2. Short selling value

Note that 99% of value on short selling comprise of sell only position, as during the period of Jan 3 - 7, 99% of short selling position was outstanding.

Simply put, you can expect them to “buyback” DNeX shares this week to cover their short position if DNeX’s price runs further this week.

Posted by KingDavid > 2022-01-12 13:15 | Report Abuse

Gerard, thanks for clarifying. More good news.

Posted by huat_ahh > 2022-01-12 13:16 | Report Abuse

Rocky is a bit fatigue but he is still fighting vigorously. Only the undisputed champion has this kind of fighting trait. I am hoping for a draw match today.


up, Up, UP UP,.... 6x, and down (a bit on 7th), so what next today (let's Mr. Market has the final saying at 5 pm).. Very thrilling indeed.

I love this JOYRIDE


https://youtu.be/xCorJG9mubk


The wise man says again "if you want to walk fast, walk alone. But, if you want to walk far, walk together"

Walk fast means up 2, 3 sen and sell loh.
Walk far means walk slow and steady, enjoy vintage wine or black thorn (or perhaps KFC and limau manis pun boleh... Sedapnya) . Take a pause if needed, and then continue walking to "beyond the boundary"

Posted by amateurJR > 2022-01-12 13:17 | Report Abuse

Where is AlanTam sharing? Haha

Posted by KingDavid > 2022-01-12 13:22 | Report Abuse

atilanohun, still have time for angpow. The only uncertainty is how big?

Posted by strattegist > 2022-01-12 13:45 | Report Abuse

tunggu limau je..

Posted by Knight88 > 2022-01-12 14:21 | Report Abuse

Appreciate the info Gerard.
Where does one find the info on outstanding shorts please? Thanks.

“ Note that 99% of value on short selling comprise of sell only position, as during the period of Jan 3 - 7, 99% of short selling position was outstanding. ”

Posted by KingDavid > 2022-01-12 15:47 | Report Abuse

Uncomfortably quiet in this forum. I believe most of us has taken our position. Those who wanted to sell, has sold. Those who wanted to buy has bought. Now is the time for the big players to decide which way to go.

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

Tak lapat petik limau arini...

Posted by nextan > 2022-01-12 17:22 | Report Abuse

Tak apo, nanti malam boli petik betik 2 biji lagi best tu. hahaha....

Posted by 10Bergkamp > 2022-01-12 18:47 | Report Abuse

Gua tak tau DNeX share price boleh naik lagi tak, tapi gua tau siapa jantan siapa betina

Posted by blackchicken > 2022-01-12 18:51 | Report Abuse

Global fab equipment spend to hit record high in 2022, says SEMI https://www.theedgemarkets.com/article/global-fab-equipment-spend-hit-record-high-2022-says-semi

Posted by blackchicken > 2022-01-12 19:02 | Report Abuse

Bursa Energy Index up after crude oil prices jump 4% https://www.theedgemarkets.com/article/bursa-energy-index-after-crude-oil-prices-jump-4

Posted by blackchicken > 2022-01-13 07:03 | Report Abuse

OIL & GAS - Energy counters shine as crude oil prices soar https://www.theedgemarkets.com/article/energy-counters-shine-crude-oil-prices-soar

Posted by Jonathan Keung > 2022-01-13 09:05 | Report Abuse

Brent crude touch USD 84 per barrel

Posted by NatsukoMishima > 2022-01-13 09:18 | Report Abuse

Qr 350 - 400 m net profits , more cash flow to expand 2nd wafer fab factory , no need pp anymore lah !

Posted by atilanohun > 2022-01-13 09:47 | Report Abuse

Ang Pau from Genetec , Greatec, MPI etc etc are all over days and weeks ago, could dnex be an exception ?

And there is worse one e.g. Muhibbah even wants to dig into the pockets of shareholders ! Surely it wont be the only one after CNY !

Posted by NatsukoMishima > 2022-01-13 10:18 | Report Abuse

Tp 6 in 2022

Posted by KingDavid > 2022-01-13 10:58 | Report Abuse

How long can IDSS camp kick the can down the road much longer? It is interesting to see the outcome.

Posted by maimunah > 2022-01-13 10:58 | Report Abuse

labur sikit

Posted by sunkist > 2022-01-13 11:08 | Report Abuse

more project from government

Posted by Lousycounter > 2022-01-13 11:43 | Report Abuse

Very bullish, rm1 coming soon hahahahaha

Posted by 8dragon > 2022-01-13 12:27 | Report Abuse

Ding dong ding dong, to reach 1.00 it may take 3 months....

Posted by rikki > 2022-01-13 12:32 | Report Abuse

Chipmakers are set to be ‘winners’ as the metaverse takes off
https://www.cnbc.com/2022/01/13/analysts-on-metaverse-benefiting-chipmakers-big-tech-crypto.html

Posted by KingDavid > 2022-01-13 12:52 | Report Abuse

Be patient ! Ang pow is coming before CNY. Ha..........

Posted by fairyz > 2022-01-13 13:04 | Report Abuse

Double top.... yes or no?


or any new RBS? let's see.....

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

not yet. u may see cup and handle later on.

Posted by NatsukoMishima > 2022-01-13 14:00 | Report Abuse

https://www.cnbc.com/2022/01/13/analysts-on-metaverse-benefiting-chipmakers-big-tech-crypto.html

Posted by rikki > 2022-01-13 14:28 | Report Abuse

TSMC Q4 profit rises 16.4% to a record, beats market forecasts
https://www.klsescreener.com/v2/news/view/937321/tsmc-q4-profit-rises-16-4-to-a-record-beats-market-forecasts

Posted by atilanohun > 2022-01-13 14:50 | Report Abuse

Face it please, how much TSMC etc etc make is none of our business here !
As a consolation for the thousands of poor ikan billis here ?

Posted by derrickinvestor > 2022-01-13 15:18 | Report Abuse

aiyooo merah... mesti kananenite and mr startegist lelong kut... lol

Posted by Plantermen > 2022-01-13 15:22 | Report Abuse

Coming qtr result announcement in mid Feb may spring more upside

Posted by bilisutara > 2022-01-13 15:31 | Report Abuse

Ikan bilis are buying since 0.70. Already in good position. Will not sell until price cross RM1.50. Tengah geli ni..

Posted by bilisutara > 2022-01-13 15:33 | Report Abuse

We expect the price >RM1.00 this week or next week. Geli.. geli.. gelii...

Posted by bilisutara > 2022-01-13 15:34 | Report Abuse

Force selling in progress...

Posted by Beginner123456 > 2022-01-13 16:18 | Report Abuse

Tech sector getting their ass whopped. Dnex havent gone up that's why still so steady. Nothing to sell off

Posted by NatsukoMishima > 2022-01-13 17:21 |

Post removed.Why?

Posted by NatsukoMishima > 2022-01-13 17:24 |

Post removed.Why?

Posted by blackchicken > 2022-01-13 19:01 | Report Abuse

https://www.klsescreener.com/v2/news/view/937481

Posted by monetary > 2022-01-13 19:21 | Report Abuse

some one think Dnex can make a wafer and plug it into our electronic devices. lol!