DAGANG NEXCHANGE BERHAD

KLSE (MYR): DNEX (4456)

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Last Price

0.40

Today's Change

+0.005 (1.27%)

Day's Change

0.395 - 0.405

Trading Volume

16,399,900


56 people like this.

100,801 comment(s). Last comment by 8dragon 16 minutes ago

DickyMe2

1,509 posts

Posted by DickyMe2 > 2022-05-27 18:52 |

Post removed.Why?

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 19:07 | Report Abuse

Elon calling off Twitter deal. Maybe has eyes on Dx.....hahahahaha....kids !

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 19:08 | Report Abuse

Then maybe he may reconsider next year lah, since Silterra upgrading would be next year too.......Good God.

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 19:11 | Report Abuse

And while Silterra sits and wait for next year, Maybe Bezos may take up 12 billion PP for Dx to sign JV next.........looking good, babe......

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 19:13 | Report Abuse

The Beetle, no not Beatles the band is also eyeing Indon and Thai for EV. Maulusia invisible meh???? Come here lah.......

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 19:20 | Report Abuse

Ku Li, ole Ku Li........USD1 = RM5.50 by year end possible???
MOU and then JV at USD4 Billion = RM11 Billion...........oooiiii......stop joking please.
https://www.msn.com/en-my/news/national/rm550-to-usdollar1-possible-by-year-end-says-ku-li/ar-AAXN5EK?li=BBr8Hnu

Kanenites

4,440 posts

Posted by Kanenites > 2022-05-27 19:45 | Report Abuse

terbaik ongkawkaw

iPlay

1,812 posts

Posted by iPlay > 2022-05-27 20:04 | Report Abuse

All comments are good comments.... just ignore comments from trevor777.....

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-27 20:19 |

Post removed.Why?

iPlay

1,812 posts

Posted by iPlay > 2022-05-27 20:33 | Report Abuse

......ubat habis?

Posted by jwblacklabel > 2022-05-27 21:36 | Report Abuse

Firstly this is not a speculative counter relying on business performances from QR to boost prices especially contribution from the Technology / semiconductor segment.

DNEX took over a very sick company in all aspects including management. This has been corrected including using funds to improve reliability, productivity and quality of EXISTING facilities. This has been done and it shows in the numbers including rising ASP.

You may have contracts including long term utilising 60-80% of your capacity but you don't get paid if you don't ship quality parts or have same capacity for EACH of those products from front to back.

A simple analogy will be a car manufacturer. you can make 10K engine blocks but your transmission can only make 3K auto and 2K manual. So you can only sell if you are lucky a max of 5K

I do not think quality has been spectacular in the past.

The second phase which is to expand capacity by 10% is expected to complete in early 2023.

So you can expect revenue to go up after that period. Not overnight.

Then there is the recent MOU which have not much details at the moment so I will refrain from making any comments except to point on raising of capital by DNEX (endless possibilities) and time taken for the first product to roll-out - expect 2.5 to 3 years.

Therefore please do not expect massive contribution from the Technology segment so soon and translate that to share price or contribution from the segment.

The other segment that is showing profit is IT despite of a monopoly of trade facilitation while consulting / system integration is a very challenging environment. Trade facilitation would remain the main growth in this segment especially if trades take off and regional trade RSW implemented efficiently.

E&OE

blackchicken

1,220 posts

Posted by blackchicken > 2022-05-28 07:41 | Report Abuse

Philadelphia Semiconductor Index was up 4.03 percent on Friday.

KingDavid

2,431 posts

Posted by KingDavid > 2022-05-28 09:01 | Report Abuse

We appreciate people like jwblacklabel who has been sharing with his thought and opinion. NOT condemnation with sarcastic criticism using foul language. Humbleness can only earn respect. Even with mighty wisdom without humbleness is nothing more than self praising.

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:18 | Report Abuse

Hahaha.....toothless grandpa David still hiding behind other's skirt. Been smacked too many time, right? You want to give social advice, please start with them baboons. And teach your grandchildren to fend for themselves for this is an ugly world.

Fox said, "give you 1 year, show us the money" and it's not just pennies in your pocket....it's RM8.8 Billions........Unlimited ways to raise funds? This amount?

ilovekl

211 posts

Posted by ilovekl > 2022-05-28 09:20 | Report Abuse

Sjcm, Aiks this s@ohai Trevor also got play hibi? Btw s@hai Trevor, u x lari meh? So big volume? U catch more ar? We clean this stock at the top there oh. Clean clean now.. seeing wanted to come in Dnex. Saw you damn taikor here oh. What a good 2 weeks. We in feeka enjoying coffee after a good bike work out. Wanna join n discuss stocks?

Sincerely to stup1d 777 aka Trevor 777

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:21 | Report Abuse

And don't make me spill my morning coffee by saying something stupeeeed....like listing Silterra......you have no idea what is required.

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:24 | Report Abuse

See?....people can sell at top prices without holding any shares, yet claim victories......hehehehe

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:37 | Report Abuse

That's the best you have? I thought they bred mf with more stings......come on you can do better. And you have no idea what's inside Hibby...........

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:38 | Report Abuse

Been called worse names, yours seems too loving, I might fall for you too.....hehehe

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:43 | Report Abuse

One side saying sell PING and concentrate on Chips, while the other side saying List Silterra to raise funds???.....come on......farting through your shit-holes isn't going to make it happen.

And is Dx already sinking? No idea of what is happening, do you? Hopeless and brainless.

Posted by jwblacklabel > 2022-05-28 09:45 | Report Abuse

Intel CEO now expects chip shortage to last into 2024

PUBLISHED FRI, APR 29 202212:53 PM EDT UPDATED FRI, APR 29 20226:45 PM EDT

- Intel’s Pat Gelsinger now expects the semiconductor industry to suffer supply shortages until 2024.

- The CEO told CNBC the extended timeline for the chip crunch is now due to a lack of manufacturing equipment.

- Intel on Thursday reported weaker-than-expected guidance for its fiscal second quarter.

https://www.cnbc.com/2022/04/29/semiconductor-shortage-intel-ceo-says-chip-crunch-to-last-into-2024.html

What does it mean?

The market is there so it depends on how SilTerra - a pure-play global semiconductor foundry - executes with existing equipment and products. Let's hope the equipment for the current expansion (going live early 2023) are already delivered and under commissioning and QC runs which typical will take anything from 3-6 months.

Perhaps a bit of cobbler's children mindset could come into play ie producing customer's orders / devices rather than SilTerra's own maybe for a higher ASP.

Or maybe SilTerra's own MEMS and photonics will fetch a higher price.

Don't forget there is also an arrangement with Finland's Okmetic to supply C-SOI wafers for MEMS and photonics. No update on this.

Endless possibilities.

So stay cool people - the name of the game is us to make money.

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 09:59 | Report Abuse

There is a simple reason why the Blue collar workers will always get their hands dirty, chipping away their time and lives (pun unintended)
And the white collars (trained with correct side of brains) are the people whose hands hold the Money and the decisions.......ahem......making big bucks all the time.

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 10:05 | Report Abuse

With passing of time, can now see these salmons and blue fins are transforming into anchovies......sucker bilis.....slowly but surely.

And that is the name of the game.

ilovekl

211 posts

Posted by ilovekl > 2022-05-28 10:18 | Report Abuse

I really don’t know what inside hibi nor Dnex. Doesn’t work for any or insider too.

Don’t mind me, I will go back inside hibi again and will go into Dnex too for the right price. Hibi like Dnex previously overplayed.

Just find it hilarious everyday u shouting here. Now very curious too how many you hold. Usually keyboard warrior doesn’t have much. Don’t tell me you sold 1 biji Dnex and bought 1 biji hibi only. Hahaha joking only.

See you again dude. Ciao

Posted by jwblacklabel > 2022-05-28 10:25 | Report Abuse

Here's one to DNEX executives. Please update.

Kuala Lumpur 14 July 2021 – Today, China Construction Bank (Malaysia) Berhad (“CCBM”) and China Construction Bank Corporation Labuan Branch (“CCBL”) (hereinafter collectively referred to as“CCB Malaysia”) have signed a Memorandum of Understanding (“MoU”) with SealNet Sdn Bhd
(“SealNet”), Bay Supply Chain Technology Sdn Bhd (“CapBay”) and Labuan Digital Authentication Centre Inc (“DAC”) to collaborate together to build a comprehensive Regional Single Window (“RSW”).

http://www.ccb.com/malaysia/uploadfile/ggxx/202107181626581862/20210718121821173564.pdf

Just let other small companies do the integration part - PLUS style ie build the roads and you just tax cars and lorries that uses it. Build once use many.

There was report of SEALnet hitting 300% growth albeit from a low base.

https://themalaysianreserve.com/2021/07/28/dnex-expects-sealnet-revenue-to-grow-300/

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 10:51 |

Post removed.Why?

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-28 11:08 | Report Abuse

There are good roads and there are bad roads....N-S Highway, KESAS, ELITE, LDP etc...and some roads where only 3 cars passes each day, used by farmers to their lands and back.

Moneymore

532 posts

Posted by Moneymore > 2022-05-28 23:34 | Report Abuse

Buy on weakness…JV ground breaking confirm ths year

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-29 08:53 | Report Abuse

This is the way ppl tell lies.....adding a fantasy to the sentence after Truth.

JV ground breaking this year?
Can you also see flying saucers and little green men in your crystal ball???

Posted by Mixologist > 2022-05-29 10:03 | Report Abuse

Trevor is constantly implying that dnex is a scam/unreliable company

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-29 10:20 | Report Abuse

Childish and making slanderous remarks are how you "think and try" to make profits???

You may have mixed your brains with your tiny tadpoles in your ball sacs, if you are unable to read and understand the contexts of my posts.

Posted by Mixologist > 2022-05-29 10:33 | Report Abuse

He has a tendency to shriek at every comment too

Posted by Mixologist > 2022-05-29 10:48 | Report Abuse

Just scroll through his comments and here are the summary of his statements which he has repeated many times:
1) Dnex has no financial ability to expand
2) Dnex signs MOUs and waves it around to excite uninformed investors
3) A comparison was made to Serbadinamik’s behavior
4) No big investors are interested in dnex for some hidden reason hence the pp ended with no takers
5) it’s share price is manipulated
6) Hibiscus is clearly the better counter to invest in
7) He likes to throw insults - maybe he thinks it makes him sound sophisticated

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-29 10:53 | Report Abuse

Time and Money works in tandem and not so complicated. If you should feel that you've the Money to wait (Time) for something which is against the Results/TP you are looking for, and have not been delivered. By all means, your money is yours.
Double down, better still, go All in since your feel so confident.

My postings in Y2021 differs since Dx was in acquisitions stages and only at 70c. Presently the "transformation" and upgrading stage is an entirely a different ball park.

As for those ppl riding on my tail-coat, they're just hoping for some spot-light time to talk rubbish.

I DO NOT NEED TO DEFEND MYSELF.

Posted by Mixologist > 2022-05-29 11:09 | Report Abuse

It’s “riding on my coattails”. And no one is doing that, stop being deluded.
By the way, that is one of your many mixed up idioms which people quietly snigger at.

iPlay

1,812 posts

Posted by iPlay > 2022-05-29 13:05 | Report Abuse

.........aiyooooooooh...... is weekend la...... no need to be so stressful la .... argue and argue and argue and argue ..... argue till the cow comes home also price wouldnt go up one la ...... becos the market no open today ! .... hahaha sure someone got agitated one...

James Ng

2,679 posts

Posted by James Ng > 2022-05-29 21:54 | Report Abuse

https://klse.i3investor.com/blogs/general/2022-05-29-story-h1624109801.jsp
[转贴] [Video:浅谈DAGANG NEXCHANGE BERHAD, DNEX, 4456] - James的股票投资James Share Investing

stainlyho37

2,253 posts

Posted by stainlyho37 > 2022-05-30 08:49 | Report Abuse

watch out today..

Posted by sakthivaren > 2022-05-30 09:21 | Report Abuse

growth company

OngKawKaw

3,283 posts

Posted by OngKawKaw > 2022-05-30 10:34 | Report Abuse

WAT HAPPENED TODAY?

blackchicken

1,220 posts

Posted by blackchicken > 2022-05-30 11:44 | Report Abuse

Brent Crude Tops $120 as Shanghai Eases Curbs, EU Leaders Meet
Key Chinese city will ease lockdown as manufacturers restart
EU yet to hammer out deal to restrict imports of Russian crude
https://www.bloomberg.com/news/articles/2022-05-29/oil-stable-at-week-s-open-as-investors-weigh-china-eu-talks

Mini Bull

790 posts

Posted by Mini Bull > 2022-05-30 11:56 | Report Abuse

Sun Wukong look look

stainlyho37

2,253 posts

Posted by stainlyho37 > 2022-05-30 13:53 | Report Abuse

Maintain BUY, higher TP: RM1.69/share. We maintain our BUY recommendation on DNeX with a higher SOP-derived TP of RM1.69/share (from RM1.64 previously) after: (i) adjusting for its net cash as at end-March 2021; and (ii) raising Ping Petroleum’s realised oil price/bbl to match our in-house estimates. Currently less than 15x FY23F earnings in its entirety, we believe that DNeX is a compelling case given its strong foothold in both the front-end semiconductor and upstream energy spaces....copy from HLG....

Mini Bull

790 posts

Posted by Mini Bull > 2022-05-30 13:59 | Report Abuse

Woohoo!! IB no yet clear their shares

nicholas99

9,844 posts

Posted by nicholas99 > 2022-05-30 14:05 | Report Abuse

IB want clear their shares bought under RM1.00.. then move them else where. :)

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-30 15:12 | Report Abuse

Come on, you s.o.b. Brent at $120 and you're struggling to keep your head above water?
Guess you really must be Lang mi si lang, Kui mi si kui....hehehehe

Trevor777

3,055 posts

Posted by Trevor777 > 2022-05-30 16:55 |

Post removed.Why?

8dragon

2,034 posts

Posted by 8dragon > 2022-05-30 18:42 | Report Abuse

Don't ever listen to IB forecast, they're mostly opportunist that used to trap bilis and small investors.....

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