Now is 1 day 2- 6sens up , soon will be 10 - 30 sens up per day , can u believe it ??? U must believe the qr result it wont lie , not like other poor qr stocks but share price goreng pump n dump !
Money has not many places to go and most sifus teach to chase high although they say "don't chase high" all the time. The indicators they use are about to chase high - peek into banker's chip indicator (fake momentum indicator).
Plus after 1st day CNY, many look for "Huat Ah" opportunities. + many fengshui masters are pushing for wood related business as this month's wood is so strong (with tiger wood). ... oil + plantation.
What to panic,just a short dump stunt.As this counter is full of Wolf packs,this type of stunt will be normal n frequent,on the way up to Tp1.35 n beyond.The Tigers must be steady to wrestle with them.
I did not say anything about this will go up or down.
War may not start in Ukraine depending on what price US want the oil price to be.
The last time wood and water this strong is 60 years ago.
I have not bought any shares so far due to hectic schedule.
Water this strong may not be good to start any war. But this water will further strengthen the power of wood (source of heat energy).
War in Ukraine may further strengthen the price of steel and oil which is bad for BBB (Build Back Better) underground clan. The war may screw up US Fed frantic move to cool inflation (bad for whole world).
Wow idss shortists joined , keep your tickets dont scare panic sell until Dec 2022 , squeeze them kaw kaw , they will buy back n push up to next level , i love shortists idss n rss ! Come on let s starts the squeeze game 2022 !
hibiscs now strong n able to charge pass 1.20 because the past few days,it has been busy clearing out Wolf packs/pullbacks.Similarly,Dnex this morning has cleared one n may be the next,so on n after that it will charge higher.
Note that SMIC had announced a leap in earnings growth few days back.
The main contributors were due to ASP hike in 200mm/8 inch wafer chips.
Based on channel checks, SilTerra's GaN and Silicon Photonics that are patented are receiving myriads of orders up from 1.5 years ahead due to its technological superiority and years of investment in R&D by SilTerra.
Expect DNeX's share price to continue to rise to reflect full value of SilTerra and Ping Petroleum.
Most foreign institutional investors had taken notice and began to purchase DNeX shares since last month.
On a channel check, an American fund has prescribed an intrinsic value based on SOTP DCF of RM5 / share based on beginning 2025 valuation, factoring in the highly valuable GaN, Silicon Photonics and MEMS.
I might be wrong, but instinct tells me I should be seeing a new chapter in Dnex soon...these few days, will get my recorder to capture the movement when it crosses 1.20 . Despite all fears and traditional chart followers, many still see the opportunities out-weight the fears, grab it before you loose it, it ll never happen twice.
Gerard Lam:- The intrinsic value of RM5 is actually on the ultra conservative side. Look at Tesla, who would've taught that it would hit a PER of well over 200+ a few years back.
I'm confident that Dnex can go beyond RM6.
You have to remember that Dnex will provide highly lucrative chips to the EV industry which is growing at an exponential rate for many years. Coupled with the severe shortage of chips built from 200mm wafer, Dnex PER should be more than 45X.
A surge in demand for chips at more mature process nodes is causing shortages for both 200mm foundry capacity and 200mm equipment, and it shows no signs of letting up. In fact, even with new capacity coming on line this year, shortages are likely to persist for years, driving up prices and forcing significant changes across the semiconductor supply chain.
Shortages for both 200mm foundry capacity and equipment have existed for some time, and the situation remains problematic. For example, 200mm foundry capacity is fully booked in the first half of 2022, according to Gartner. Beyond that, demand for 200mm foundry capacity will continue to outstrip supply, meaning foundry customers will need to plan ahead to ensure they obtain enough 200mm capacity in the future.
There are two types of semiconductor companies that manufacture chips in fabs. Integrated device manufacturers (IDMs) design their own name-brand chips and manufacture them in their own fabs. Foundries, meanwhile, make chips for other companies in their own fabs. Both IDMs and foundries have 200mm and/or 300mm fabs. (200mm and 300mm refer to the diameter of silicon wafers, which are produced by various wafer makers.)
200mm fabs have been around since the 1990s. A multitude of chipmakers operate 200mm fabs, and at last count, more than 200 of those exist today. 200mm fabs manufacture devices at mature process technologies, ranging from the 6µm to the 110nm nodes. Chips produced in 200mm fabs are used in every electronic product and include analog, display ICs, microcontrollers (MCUs), power management ICs (PMICs), and RF.
Some, but not all, of these chips also can be produced in more advanced 300mm fabs. These larger fabs process devices from the 90nm to 5nm nodes. (A process technology is the recipe used to manufacture a given chip in a fab. A node refers to a specific process and its design rules.)
Nonetheless, IDMs and foundries have seen unprecedented demand for chips at all nodes. During the onset of Covid-19 in 2020, countries implemented various measures to mitigate the outbreak, such as stay-at-home orders. Many began to work at home or attend school remotely, fueling a buying spree for new PCs and TVs. Then, in 2021, demand spiked for cars, smartphones and other products. All of this caused a wave of chip shortages across several markets.
The chip shortage situation has extended into the first part of 2022. Many believe the supply/demand situation will return to relative normalcy by mid-2022, except for some automotive chips, which will remain in short supply throughout the year. By mid-2022, though, many chipmakers should have enough 300mm fab capacity to meet demand.
But 200mm is a different story. Today, several companies are building new 200mm fabs. In total, the industry has increased 200mm fab capacity by over 300,000 wafers per month (wpm) in 2021, up 5% over 2020, according to SEMI. That’s not nearly enough capacity to meet demand.
“200mm capacity at the foundries is sold out for the first half of 2022. I would expect the tightness of 200mm foundry capacity will last a few years, possibly to 2025,” said Samuel Wang, an analyst at Gartner. The situation is slightly better at the IDMs, where fab utilization rates for 200mm capacity is running higher than 80%, Wang said.
Even if foundry customers are fortunate enough to secure enough 200mm or 300mm capacity in 2022, they face another set of issues. Foundry vendors are expected to raise their 200mm and 300mm wafer prices this year.
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....
NatsukoMishima
8,494 posts
Posted by NatsukoMishima > 2022-02-15 09:56 | Report Abuse
Now is 1 day 2- 6sens up , soon will be 10 - 30 sens up per day , can u believe it ???
U must believe the qr result it wont lie , not like other poor qr stocks but share price goreng pump n dump !