Hahah,results as expected...nothing to shout about.Next qr shud have significant improvement. Whoever listen to natsuko 300mil, idk what to say ahhaa... actually he was talking about revenue,not profit. He never bring you holland,you bring yourself holland listen to his figures. Anyway,dnex still a great company,will add more soon
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.....
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