Posted by Trevor777 > 2022-02-25 11:07 | Report Abuse

You must be joking.

Posted by SinGor > 2022-02-25 11:08 | Report Abuse

Dnex short-term cash is still very high compare to last Qr. Basically Up-Grading Silterra Machinery
is very expensive......maybe didn't start work yet.

Posted by Tradyu > 2022-02-25 11:10 | Report Abuse

Misleading and rubbish comment
Chop dua kaki

Posted by DNEX_THE_BEST > 2022-02-25 11:11 | Report Abuse

DNEX 2QFY22 ZOOM Briefing key take away https://klse.i3investor.com/blogs/dnex_the_best/2022-02-25-story-h1599292195-DNEX_2QFY22_ZOOM_Briefing_key_take_away.jsp

Posted by Trevor777 > 2022-02-25 11:12 | Report Abuse

Nope, plant extension and equipment upgrading, additional machineries not started yet.

Posted by Trevor777 > 2022-02-25 11:16 |

Post removed.Why?

Posted by ChopDuaKaki > 2022-02-25 11:18 | Report Abuse

Road,bridge,highway also not started yet
Rocket to mar also belum start yet

Posted by Trevor777 > 2022-02-25 11:18 |

Post removed.Why?

Posted by ChopDuaKaki > 2022-02-25 11:20 | Report Abuse

Dnex will shoot to moon without naysayer
Soon at 1.6 they cry again.
Never got chance earn real money
They earn peanut

Posted by KingDavid > 2022-02-25 11:29 | Report Abuse

TwoLegsBeing. I want to hear your explanation of USD80 per barrel will cause DNeX to make losses of RM19 million per quarter. It does not make any sense at all.

Posted by Lousycounter > 2022-02-25 11:37 | Report Abuse

Limit up????????

Posted by GoodBoy > 2022-02-25 11:39 | Report Abuse

HLG upgraded Dnex's short term target price to 1.64 ... Maybe will upgrade again to above 2.00 by next quarter ... Huat lor ...

Posted by loneranger3211 > 2022-02-25 11:41 | Report Abuse

War started again...my goodness

Posted by Lousycounter > 2022-02-25 11:43 | Report Abuse

War started will limit up?

Posted by Blueoceanwhat > 2022-02-25 11:44 | Report Abuse

https://www.detroitnews.com/story/business/autos/2022/02/24/semiconductor-shortage-2024-automaker-profits/6882195001/?gnt-cfr=1

Posted by Lousycounter > 2022-02-25 11:48 | Report Abuse

Lets war again...

Posted by amateurJR > 2022-02-25 12:01 | Report Abuse

What a pathetic lousycounter. Play share play till mad d. Just pray for war so that himself can earn money

Posted by Gaussian > 2022-02-25 12:03 | Report Abuse

https://mothership.sg/2022/02/new-sanctions-us-biden-russia/

Posted by ChopDuaKaki > 2022-02-25 12:07 | Report Abuse

Dont worry
ChopDuaKaki is here to guide
Dnex is best stock of the year 2022

Posted by i3Shark > 2022-02-25 12:11 | Report Abuse

earning result out, share price no up, sell hopeless counter

Posted by Lousycounter > 2022-02-25 12:14 | Report Abuse

When limit up? Afternoon?

Posted by Lousycounter > 2022-02-25 12:14 | Report Abuse

Limit up tomorrow?

Posted by Medusa1999 > 2022-02-25 12:15 | Report Abuse

i3Shark ur mom is gone how sad

Posted by Lousycounter > 2022-02-25 12:19 | Report Abuse

Why mom gone? Go where?

Posted by Baby Shark > 2022-02-25 12:26 | Report Abuse

Rm50.. why so takut

Posted by oskchoon > 2022-02-25 12:27 | Report Abuse

Guys be patience , December QR EPS 1.4 sens ,may be next QR EPS rise to RM 1.40....hahaha

Posted by JohnFarmer458 > 2022-02-25 12:31 | Report Abuse

funds coming in on Monday. More TP coming soon

Posted by Lousycounter > 2022-02-25 12:43 | Report Abuse

Rm50 in monday? Wow im waiting

Posted by i3Shark > 2022-02-25 12:46 | Report Abuse

Medusa1999 ur mom gone, my one good

Posted by Lousycounter > 2022-02-25 12:54 | Report Abuse

Why mom gone again? Kidnap by russian?

Posted by Lousycounter > 2022-02-25 12:54 | Report Abuse

When limit up?

Posted by Goldberg > 2022-02-25 13:08 | Report Abuse

DNEX 2QFY22 ZOOM Briefing key take away

Key takeaway

- Core businesses: DagangNet, SealNet (Cloud based single platform similar to DNT but on the private sector B2B), DNex solutions, GenaXis, DNex Telco (subsea Telco), OGPC (Equipment, serving upstream and downstream) and Ping (E&P), Silterra (completed 60% stake acquisition)
- Enlarged group expected to have combined revenue >RM1b

Silterra

- Operational improvement: 97,146 wafer fab out in 2QFY22 – 2nd highest. 37,461 wafers fab out in Dec21 – highest monthly wafer out. Fab yield performance at 98.95% - highest ever
- Capex investment – approved USD153m (RM640m) which will expand annual capacity to 10m mask layers. More capacity to be allocated for Silicon Photonics, MEMS. Emerging technology per mask layer ASP would be USD80-100 vs current’s at USD20-25.
- Emerging technology BRCM & Gorilla products started risk run, anticipate to complete qualification by 2H22. Core tech improvements on target, highest yield of 99% for C18F process for ChipOne. Increase of BCD shipment from 15% in 1QFY22 to 25% in 2QFy22.
- Secured two LT wafer supply agreements with Chipone USD 400m and Illitek USD173m. Anticipate to complete 2 more in 2HFY22 to fulfil LTA UR to 80%.
- Growth revenue from ChipOne, 1Q 15%, 2Q 22% and Illitek 1Q 7%, 2Q 11%. Average net ASP from 1Q USD20.8 to USD23.6 in 2Q.
- New management – Dr Albert Pang as Officer In Charge.
- In 2021, the market attrition was at 13%, Silterra overall cumulative attrition was at 10.6% - announced multiple benefits improvements to employees.
- Quality: 996 wafers scraped; first time achieved total wafer scrap <1000 wafers per quarter.
- Net wafers USD527 in 2Q, 1Q-488, 4Q-434. Masks layer – 23.6 vs 18 in 4Q
- Current capacity 8.5m mask layers per year, after approved capex of USD68m till Nov21 – 8.8m mast layer and with approved capex of USD85 in Jan22, it will be 10m mask layers – to start production in 2023.
- Benefits enhancement to attract talents.
- 2 more LTA customer is in progress of negotiation.
- Plant expansion and product mix optimisation with completion of LTA.
- Focused expansion on new technologies – SiPh + MEMS
- Gearing of Silterra in 12M21 at 0.3x vs 1.04x in 7M21
- In summary: Excellent operational improvements achieved – higher production, yield and lower cost. Future plant expansion – higher capacity and SiPh and MEMS which command higher ASP. Product mix optimisation, 2 additional LTA to bring UR to 80%. Financial performance to strengthen both BS and IS. Continue to explore and improve benefits to employees to be comparable to market.

Anasuria

- Brent has reached >USD100/bbl – strategy is to accelerate production to take advantage of current high prices. Taken some hedging position.
- Net volume hope to secure Kbopd to about 10k (to be driven by Avalon, to deliver first oil in Jul24), now is at 2k. Partnering with Hibiscus with Anasuria.
- Anasuria: Profit enhancement strategies via increase in production rate/additional reserves, optimise OPEX, better tax management and extend Cessation of production to add reserves. Capacity enhancement work programs – infill drilling and facility debottlenecking
- Avalon – to deliver first oil in Jul24. FDI and FDP approval expected at FY22.
- Others – acquisition of brownfield assets, embarking in developing a Net Zero framework to achieve ESG, low cost operator.

IT
- National single window (deployment of new services NPCO, cross border trade exchange eCert, Air Manifest for aviation, and potentially Air Cargo System). International front: Increasing pipeline – new initiative with PAA and ASEC, ADB World bank and USAID.
- Trade Facilitation – B2B: Optimising overhead and BPO – Seal Net products – Petronas, Dell & Intel.
- System integration & consultancy – securing funnels with a TCV of RM15-20m


2Q results
- Revenue of RM353m all time high, EBITDA RM130m – Tech – stronger performance on higher ASP, wafer shipment.

Posted by Lousycounter > 2022-02-25 13:25 | Report Abuse

Wow good news, limit up later

Posted by justinwee87 > 2022-02-25 13:53 | Report Abuse

K sell we buy, K buy we sell....

Posted by justinwee87 > 2022-02-25 13:54 | Report Abuse

K took profit, we buy more now

Posted by Mabel > 2022-02-25 14:05 | Report Abuse

My TA very simple wang..

Just follow DickyMe Prophecy

He predicted FGV, " 20 sen coming"...

Today FGV closed at RM 1.95 sen oledi...

What was DickyMe Prophecy for Dnex ?

RM 1.33 oledi touched...

Next Wang is RM 1.60

Next Wang? ....Hehehe...

To Our Success!

Meow Meow Meow

Posted by abdullah53 > 2022-02-25 14:46 | Report Abuse

How come there is no wild dog barking at this counter after QR ? must be wondering in another street cari makan again. ::))

Posted by iPlay > 2022-02-25 14:56 | Report Abuse

all gone back to their dog holes

Posted by jk20598 > 2022-02-25 15:15 | Report Abuse

All war panic run until underwear also don't know where gone,lau saio like hell,all gone sleep already!

Posted by strattegist > 2022-02-25 15:24 | Report Abuse

relax relax je

Posted by babanono > 2022-02-25 15:35 |

Post removed.Why?

Posted by NatsukoMishima > 2022-02-25 15:49 | Report Abuse

Latest QR Net profit: share price:

Genetec 19m - 2.39
Inari 108m - 3.17
Kobay 15m - 3.87
MI 12m - 2.07
Penta 30m - 3.50
Vitrox 46m - 7.87
Dnex 44m - 1.16
Fronktn 29m - 3.07


Do u think which one will foreign funds n local funds sapu ??

Do u think which one is super under value ??

Pls share your opinions .

Posted by NatsukoMishima > 2022-02-25 15:58 | Report Abuse

HLIB add more 30 sens tp from 1.35 to 1.65
Cimb maybe will also follow add 30 sens from 1.65 to 1.95

All these are very conservative TP !!

Posted by NatsukoMishima > 2022-02-25 15:58 | Report Abuse

Dnex very easy to hit rm 2 soon !

Posted by OngKawKaw > 2022-02-25 16:11 | Report Abuse

WHY??? SAYA PUN NAK TAU JAWAPAN LEH!!!

Posted by Lousycounter > 2022-02-25 16:12 | Report Abuse

Limit up??

Posted by OngKawKaw > 2022-02-25 16:12 | Report Abuse

UP!!!

Posted by stockhunter55 > 2022-02-25 16:25 | Report Abuse

hahaha, next month limit up laaah

Posted by nixonteh85 > 2022-02-25 16:26 | Report Abuse

every day bottom price up 0.01, why

Posted by hengman > 2022-02-25 16:29 | Report Abuse

rmb why kyy sell this? hahahahaha