Yes Jimstock, up from 22m (2 month contribution) to 54m(3 month contribution) meaning one month profit last qr was 11m and now 18m. Significant increase and next qr will only report even higher contribution from silterra due to higher chip ASP. However Dnex has got to step up their game with all the nonsense impairments. Anyhow, no 300mil profit now, next qr and any qr this year as claimed by our resident promoter Natsuko. Alot here talk bad about trevor not realising who is worst lol
1-6...yea i buy dnex mainly because of siltera i judged is impressive for this result. for impairment on new acquired business is quite normal, they need to clear the shit to start fresh.
King Musang was right QR will be good but not Great, oil from Ping min, 80% from Silterra, need factory expansion asap to increase PAT. Average 150-200Mil PAT for now. What is Inari and Vitrox PE? How nuch should Dnex worth? Do you calculation.
The IT segments contribute operating profits in line with revenue for the current quarter while the energy segments provide slightly lower operating profits mainly due to lower uplifting in the current quarter," it said.
Moving forward, DNeX is optimistic that semiconductor wafer foundry, SilTerra Malaysia Sdn Bhd, will deliver continuous growth as further investments are made to improve production capacity and efficiency yields.
Capital expenditure (capex) investment totalling RM645 million has been earmarked to increase the annual production capacity of SilTerra by 20 per cent to 10 million mask layers annually, which will be ready by early 2023.
Natsuko isn't wrong, they used alot of their profit to payout SilTerra acquisition, which mean without this payout (in the future), their profit should be around 150m
During crisis is the best time to buy shares. Historical record already proven. Reminder to buy good fundamental stocks with good cash flow and excellent management team.
after war,......palm oil price will go even more higher,.....not like petroleum where they can just pump more to meet the demand,.....food production take time,........
Sanctions against Russia, which could not sell oil in open market easily as before ,limiting its production .where supply is less than demand,crude oil price goes up beyond you and I could imagine.....
Dnex earning EPS = 0.06, with PE=30 like Inari and Vitrox, TP should be RM1.80, now still cheap lah. any pull back is good time to add, until Foxcon news is revealed. then it should stay above 2. Hibiscus PAT easily RM400m/year, and EPS=0.20, PE10 = RM2. Technology higher PE 30-40, and Oil stock now PE10. There you have it, both with TP2. Which one will you chose now? Huat ahhh
Result is good. Revenue increase. The only reason low eps bcoz the profit decrease which is understandable since they are in expansion + buying silterra.
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....
Lousycounter
163 posts
Posted by Lousycounter > 2022-02-24 19:38 | Report Abuse
Buy hibiscus better alot profit