Posted by blackchicken > 2022-03-24 09:40 | Report Abuse

https://jnews.uk/tsmc-sees-demand-spike-for-auto-chips-thanks-to-tesla-nvidia-qualcomm-intel/

Posted by Trevor777 > 2022-03-24 09:41 | Report Abuse

Still BLIND........and in dreamland!

Posted by HowDareYou > 2022-03-24 09:52 | Report Abuse

"Overall, the company is evaluating the best way to optimise our cash that we have and capital that we are going to invest, to get the best return in all the sectors that we are. It is a sizeable capex and the company has strong cash position. We have spoken to both local and internal banks to possibly seeking for funding, rather than issuing any new share capital," he said.

My interpretation:
1) our cash not enough for the funding of Silterra + PING
2) we can't find the PP buyer
3) hope we can borrow money from banks

Sekian

Posted by blackchicken > 2022-03-24 10:39 | Report Abuse

Russia adds Taiwan to list of ‘unfriendly’ nations

https://www.investmentmonitor.ai/special-focus/ukraine-crisis/taiwan-semiconductor-ban-russia-catastrophe#:~:text=Russia's%20reliance%20on%20Taiwan%20for,country's%20military%20and%20security%20services.

Posted by blackchicken > 2022-03-24 10:40 | Report Abuse

Taiwan’s semiconductor ban could spell catastrophe for Russia

Posted by newbie2828 > 2022-03-24 10:41 | Report Abuse

Mr Jamesbond shit and eat with the same bowl.

Posted by blackchicken > 2022-03-24 10:44 | Report Abuse

Russian companies may choose Malaysia as an alternative to Taiwan.

Posted by SinGor > 2022-03-24 10:57 | Report Abuse

I believe EU and rest of Developed Countries will be in recession soon ( extremely High Oil price causes
Demand Destruction ) High Interest Rate needs to contain run away inflation...budget will be mostly
buying military hardware to boost Nato frontline with Russia and spending to resupply Ukraine War Machine.
Dnex is stucked between 2 knives ( IC and Oil demand destruction )and a very hard Rock (Putin )

Posted by SinGor > 2022-03-24 11:03 | Report Abuse

Buy Dividend Stock esp. Sin Stock ( Beer and Cigs ) and stay away from Steel and Plastics Manufacturers
is your Best advise for 2022

Posted by steven_c > 2022-03-24 11:05 | Report Abuse

@SinGor, i wouldn't call it demand destruction but rather demand reduction. Oil is still a primary need for energy, transportation, raw material and the likes. Sure, I agree that war leads to economic recession because the only industry that benefits directly are weapons industry, but life has to go on, albeit restrictive spending. As for IC, Silterra will depend mainly on long term supply contract with its partner's network supply chain to lock-in sales.

Posted by nicholas99 > 2022-03-24 12:41 | Report Abuse

talk so much no use.. dnex don't have big shareholders.. so the stocks is floating outside.. and outsider won't hold it for longer period of time. if no big PP holder.. this stock won't go to PE15. end of story.

no use you sell the story at here. all here hold stocks 1 not holding for long time. better you go write up proposal and go ask some rich guy buy and hold..

Posted by 8899EL8899 > 2022-03-24 15:48 | Report Abuse

dnex engine is slowing down,....soon will go into sleep mode,.....

Posted by hoot9e996 > 2022-03-24 15:52 | Report Abuse

why stay away from steel? i know plastic but why steel?

Posted by Wyko > 2022-03-24 16:20 | Report Abuse

very range bound

Posted by RAbbit494 > 2022-03-24 16:25 | Report Abuse

wah masih atas 1.00
bila mahu sampai 1.30
makin lama makin banyak akan beratur menjual
makin lama makin kurang akan membeli
sentuh 1.00 bawah 0.90 akan mari
good luck

hanya berbicara waktu lapang
maaf jika ada silap kata.

Posted by ChopDuaKaki > 2022-03-24 16:29 | Report Abuse

Dnex is slowing down?
The answer is correct !!!!
Dnex is high chances to fall to 0.20 !
Dnex is money making company but may run out of gases needed to produce chip!Every semiconductor use neon gas.Ukraine supply 60% world supply.Intel and amd say have stock to last for few month.I dont know about DNEX.
How dnex gas supply or dont use neon gas at all.

Posted by Baby Shark > 2022-03-24 16:38 | Report Abuse

TP2.50.. BUY BUY

Posted by OngKawKaw > 2022-03-24 16:55 | Report Abuse

YES BUY BUY BUY…

Posted by xytraders > 2022-03-24 17:03 | Report Abuse

cannot buy

Posted by xytraders > 2022-03-24 17:03 | Report Abuse

can buy

Posted by newguy0801 > 2022-03-24 17:08 | Report Abuse

DNEX logo should be changed into this "Let's F**king Go Ball" picture, considering the impressive amount of supporters here.

Posted by OngKawKaw > 2022-03-24 17:16 | Report Abuse

GOOD IDEA

Posted by Mabel > 2022-03-24 17:59 | Report Abuse

Dnex slow down is good..

Today Mabel Top up some more...

Meow Meow Meow

Posted by shavemyfurm > 2022-03-24 18:16 | Report Abuse

Dnex macam stop spiking, after retails go out , Boss join game again ?

Posted by johnmasino > 2022-03-24 19:19 | Report Abuse

Chip shortage to plague automotive through to 2023 and beyond.

The semiconductor shortage is far from over and the industry must continue pushing forward regardless. By Jack Hunsley

The pandemic has had a profound impact on the automotive industry. However, one significant hurdle has been the disruption caused to the world’s semiconductor supply, worsened by the pandemic, but ultimately driven by global demand for technology.


The most recent suggestions claim that the shortage is unlikely to ease in 2022 and could even still be impacting the industry as far out as 2024. Such a hurdle would have been devastating at any time in the automotive industry’s history. However, in the context of upcoming decarbonisation goals, autonomy development and increasing consumer expectations on shared and connected mobility, the crisis could not have come at a worse time.

Posted by johnmasino > 2022-03-24 19:22 | Report Abuse

Chip crunch into 2024 could fuel more profits for automakers
By Breana Noble The Detroit News Feb 27, 2022

Automakers could be riding strong pricing from limited inventories because of the semiconductor shortage into 2024 — and they have no intentions of returning to the old ways.

An excess demand over the supply of new vehicles — crimped by too few microchips needed for electric components in vehicles from driving assistance functions to infotainment — drove average transaction prices to record highs in 2021, padding automakers’ balance sheets and their workers’ profit-sharing checks.

Conditions are likely to moderate this year, analysts say, but the constraints probably won’t be resolved for another couple of years as the world awaits more capacity to come online.

“I don’t think it’s going to be until all the way to 2024 where inventories are back to pre-crisis levels,” Colin Langan, lead automotive analyst for Wells Fargo & Co., said during an Automotive Press Association webinar in Detroit. “That’s good news for the automakers that should see good pricing and great news for the dealers that will continue to see above-average new vehicle margins.”

Stellantis NV on Wednesday rode strong pricing and cost-cutting efforts to a $15.1 billion net profit in 2021, nearly triple the 2020 combined earnings of its predecessors, Fiat Chrysler Automobiles NV and French Groupe PSA. Its 11.8% adjusted operating margin exceeded its 10% forecast, despite losing about 20% of its planned production for the year.

The automaker is predicting another year with a double-digit margin in 2022, though just 3% growth in the North American market, which helped fuel last year’s earnings.

“The size of the markets will be mostly managed by the supply of the semiconductors,” CEO Carlos Tavares said during an earnings call. “We believe the situation is going to move in the right direction. ... Hopefully things will get better. It will be slow. It will take time. 2022 is not going to be, from that perspective, the year where we can say we’re back to normal.”

Stellantis’ North American dealer inventory decreased by 186,000 units in 2021, sending average transaction prices in the Unites States up roughly 20% to around $47,000. There are signs of recovery, though: Globally, the automaker’s inventory in December was down 59% year-over-year to 791,000 vehicles, but that was up almost 100,000 vehicles from September.

Consulting firm AlixPartners LLP found 8.2 million vehicles weren’t produced last year because of the chip shortage as well as disruptions from semi and ship transportation and labor challenges. About 505,000 vehicles already have been lost this year, with Japan being hit the worst followed by North America and Europe. The result is 58% of last year’s inventory, and vehicles being sold within three weeks or fewer.

Earlier this month, General Motors Co. reported it had made $10 billion in profit in 2021 and surpassed its forecast, while Ford Motor Co. met its guidance and posted a net income of $17.9 billion.

GM CEO Mary Barra at Wolfe Research Virtual Global Auto, Tech and Mobility Conference on Wednesday said GM will “never go back” to past inventory levels.

“We are working to build every single vehicle we can build because the demand is so strong,” Barra said. “We do expect a favorable pricing environment to continue as inventories are going to take well beyond 2020 to rebuild.”

Dan Hearsch, managing director in the automotive and industrial practice at AlixPartners, however, cautions against the idea of a “new normal.”

“Automakers are really forced to cooperate with each other,” Hearsch said of conditions today. “Nobody can cheat, because nobody can make enough vehicles to drive demand. When supply catches up, when things bounce, and then when demand does fall off, because this is a cyclical market and eventually it will fall off, then we’ll get back to the more typical fluctuations.”

Ford also has changed its retail model in response to the results seen in 2021. It’s incentivized vehicle orders and wants them to account for a greater portion of U.S. sales — versus having customers buy off dealership lots — to keep pricing strong. Orders used to represent 5% of sales. In January, 37% of retail sales were orders.

But automakers do want more semiconductors to keep their plants running and get vehicles in the hands of customers.

“I was up until 11 o’clock last night — normal night for an auto executive these days. It’s transient. It’s frustrating. It’s painful,” Ford CEO Jim Farley said during the Wolfe Research conference. “Whether it’s dealers or us, no one likes to have unfinished inventory sitting around. It is ungodly expensive and our industry has put up with that for far too long.”

Posted by johnmasino > 2022-03-24 19:24 | Report Abuse

The number used in vehicles has doubled since 2017, and electric vehicles use more than their engine-powered counterparts, according to IHS Markit Ltd. That could jeopardize the ramp-up of EVs, according to AlixPartners.

Ford is re-evaluating its entire portfolio in light of the situation, Farley said. In November, it signed a non-binding agreement to collaborate on production and technology advancements with semiconductor supplier GlobalFoundries Inc.

Stellantis in December signed an agreement with iPhone contract manufacturer Foxconn Technology Group to create four new families of chips that will cover more than 80% of its semiconductor needs and use the same kind used in smartphones, laptops and other consumer electronics that make up 95% of the semiconductor industry. Production, however, won’t begin until 2024.

GM also is working with a list of semiconductor companies on co-development, sourcing and manufacturing, helping to drive predictability in the supply chain.

”Automotive took a little longer than some of those other markets to realize its rules had changed,” Amsrud said. “It wasn’t Ford competing with GM for capacity. It was Ford competing with LG and Apple and all these other guys for capacity, and I think that was the thing that really showed how intertwined the systems had become.”

Posted by blackchicken > 2022-03-24 19:34 | Report Abuse

Oil set for US$150 on supply shock, says trader https://www.thestar.com.my/business/business-news/2022/03/24/oil-set-for-us150-on-supply-shock-says-trader

Posted by blackchicken > 2022-03-24 19:37 | Report Abuse

Electric cars are now three to six times cheaper to drive in the US as gas prices rise

Posted by Chang206 > 2022-03-24 21:09 | Report Abuse

Tomorrow (25 Mac) is the last trading day before the expiry date (28 mac) of CA. Today is the last trading day for CA, closing at 3.5 sen. Dnex at today's closing price of 1.04, premium for CA is 0. Settlement price for CA is calculated based on 5-day average closing price of Dnex before CA expiry date (i.e. avrage closing prices of this whole week). As Monday to Thursday's Dnex clsong prices are 1.03, 1.03, 1.03, 1.04. If tomoorow Dnex price closing at 1.07, the 5-day average closing price is 1.04. My guess is RHB (IB) will try to control Dnex share price tomorrow to close at 1.07 or below so that premium for CA is zero or positive and they don't have to make any cash payout for seltlement of CA.

Posted by blackchicken > 2022-03-25 07:18 | Report Abuse

PHLX Semiconductor Index up 5.13% yesterday

Posted by Stayhomemum > 2022-03-25 09:35 | Report Abuse

@Chang206, thanks for your explanation and greatly help with noob like me. May I know where can we get the information from?

Posted by Chang206 > 2022-03-25 09:53 | Report Abuse

You can refer to bursa website on how structure warrants work.
https://www.bursamalaysia.com/reference/faqs/securities/faqs_on_structured_warrants

Posted by KingDavid > 2022-03-25 09:57 | Report Abuse

Chang206, you are spot on. What do you think of the effect to the mother's share price from the next two Call warrants, CC - exercise price @RM1.00 ratio 4:1, CD - exercise @RM1.18 ratio 5:1, both to be expired on 29/4?

Posted by Mabel > 2022-03-25 10:47 | Report Abuse

Wahhhhhh... So nice..

Yesterday Mabel sapu, today DNEX up oledi..

Life is so beautiful..

To our success

Meow Meow Meow

Posted by derrtan > 2022-03-25 10:49 | Report Abuse

looking at the roadblock again!!!scary!!....

Posted by Chang206 > 2022-03-25 10:51 | Report Abuse

@KingDavid, it is still too early to estimate how much Maybak IB will manilateDnex share price to save their warrants CC & CD expiring on 29/4. At current Dnex share price of 1.07 and warrant price for CC at 4.5 sen and CD at 3 sen, the Premium of CC is 11 sen and CD is 20 sen. Premium of a warrant varies with current Dnex share price and warrant price. Looks like we have more to worry about CC before expiry end of next month as it has lower premium. as Dnex share price rises, premium will fall and vice versa, assuming warrant price remains unchanged. Then 5 trading days before expiring of the warrant, IB likely to start manipulate to control Dnex price to reduce its CC premium to zero or positive. If premium is 0 or +ve, the warrant get burnt on expiry. If premium -ve, then IB has to pay out cash for settlement. Assuming CC price unchanged at 4.5 sen at the end of next month before its expiry date, then mostly likely Maybank will try to manipulate to control Dnex share price at about 1.17 (1.07+0.10) before CC & CD expire on 29/3.

Posted by OngKawKaw > 2022-03-25 11:02 | Report Abuse

ROADBLOCK??

Posted by derrtan > 2022-03-25 11:09 | Report Abuse

clear one step need RM10mil++...how to move?? unlimited ticket to block

Posted by Mabel > 2022-03-25 11:11 | Report Abuse

Please don't buy call warrant. Its a double edge swords..

Focus on mother.. She's more beautiful than her adopted child..

Meow Meow Meow

Posted by Mabel > 2022-03-25 11:13 | Report Abuse

If you still want to buy warrant go for the Wa warrant. Real child not adopted mah..

Meow Meow Meow

Posted by OngKawKaw > 2022-03-25 11:14 | Report Abuse

SMALL EYES SEE THINGS PUN SMALL MAH…

Posted by OngKawKaw > 2022-03-25 11:14 | Report Abuse

MACAM MANA NAK EARN MONEY OHHH

Posted by newguy0801 > 2022-03-25 11:18 | Report Abuse

How much meth and marijuana do you take everyday, OngKawKaw? You look so DAMN HIGH.

Posted by OngKawKaw > 2022-03-25 11:20 | Report Abuse

YOU STILL FRESH LAH NEWGUY

Posted by KingDavid > 2022-03-25 11:20 | Report Abuse

Mabel, agreed. I want to know whether Maybank will manipulate DNeX mother's share price like RHB.

Posted by newguy0801 > 2022-03-25 11:20 | Report Abuse

You look like my profile picture screaming: "Let's F**king Go, DNEX!!"

Posted by OngKawKaw > 2022-03-25 11:22 | Report Abuse

PRIMARY SCHOOL CHICKEN

Posted by OngKawKaw > 2022-03-25 11:22 | Report Abuse

LEVEL TAK SAMA MACAM MANA NAK COMMUNICATE LEH

Posted by KingDavid > 2022-03-25 11:22 | Report Abuse

At current CC & CD @RM0.045 & RM0.03, the road block should be @RM1.17+-