Structural growth drivers & rising demand for semi conductor relating to adoption of silicon carbide {SIC} and gallium nitride {GaN}and not forgetting the favorable exchange { ringgit depreciation against the USD} boils well for specific sector. A word of caution is for ATE test equipment and OSAT may see a decline in sales & earnings. Do your research before you buy or sell
DNex result showed excellant result for FY 2022 ending 30th June. The group balanced sheet remains solid with cash of 1.02 billion. Total loans & borrowing's stood at 319 million. Operating cash flow from its trading activities at 643 million. Profit after tax at 707 million on the back of 1.44 billion revenue. Figs extracted from DNex financial submitted to Bursa dated 29August 2022. Great turn around from its early days after acquiring Silterra and Ping Petroleum { NOT a buy call. Please do your own research before you buy or sell}
Tremendous, unprecedentedly generous incentives will be provided in the coming budget for semiconductor industry especially chip manufacturing to try to make Msia on par with Taiwan and S Korea. Just wait for this afternoon !!!
You mean hold it for 3-5 years? Jap whore show me how you hold this........no...not in your mouth....wash your hands first....yeah, baby...now stroke it slowly....slowly.....yes, baby yes....now pump it and hold tight.....hold it, don't squeeze it......yeah baby....cumming, cumming.......
This weekend is time to ponder on future of dnex if u r quite heavily invested in it. News of semidconductor industries seem bad as big boys like Nvida , Intel, etc in the Us all drop sharply in their share prices. But it is not due to demand weakening or over supp;y amid recession . Because Us signed an order to stop export of chips to China which imports over 200 billions US $ worth of chips for years. The Us senile Bidan admin sign an order to stop exporting all kinds of chips and semiconductors to China`s , the largest export market for all US semiconductor players ! So u can see how will Silterra benefit from US -China chip war ! The prospects of Silterra and Dnex can only be better and better with time , not to mention the oncoming incentives provided by whichever Govt in the coming election. I bet it will surely be the Darling of Bursa in just another one or two yrs !!!
A foolish small kid trying to con those with knowledge of the semiconductor business... Just ask him if Dx is manufacturing Nano chips, and wait for his stu pid replies.
Use your toe to think . Fossil fuel has been the power of everything in modern times. semiconductor is said to be another fuel like fossil fuel for industries since industrial revolution 4. Which other company in Bursa has BOTH these business like DNEX ??????
LOL....where did you go to school? You looking at what they need you to see... just check the micro-economics.......Cannot just place things to scales????
And you may hold for 3-5 years to see if it can be aroused.
With significant US-Dollar denominated revenue contribution projected, principally from DneX’s Oil & Gas and semiconductor operations, the fluctuation in US dollar will impact the company’s performance.
The annual exchange rate average is at RM4.20 per dollar. Given the current exchange rate at RM4.64 per dollar which is higher than the forecast of EM4.00 to RM4.20 per dollar, DneX is set to post higher performance for 2022.
In FY end 2021, a 10 per cent rise in US dollar will increase the PAT by RM5 million, which translate into seven per cent of the period’s PAT.
Jap whore trying to do some arithmetic for kindergarten kids? What is RM5 Millions for NOSH of more than 3 Billion????How significant? Take out your calculators now. 5 Million is great, if you are a Sdn Bhd......not a 3 Billion NOSH PLC.
Dx only owns 60% of Siltera and 50% of Anasuria...never wholly owned anything........
With Anasuria pumping only 16,000 bpd last Q, instead of the anticipated 42,000bpd, this stock is dead wood.
Chips and semicond is on downtrend having over supply, whilst recession and bear market.
GE 15 soon, nobody know the outcome, worldwide market sentiment very bad, US vs China semiconductor war continues, Russian Ukulele war go deeper. I prefer do the smart way, keep the cash, Cash is the King
1 week ago | Report Abuse POSTED BY BULLCOMING Exporter like Dnex is going to benefit from strong USD, will see good currency gain & good profit this Qr.
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....
trader168
153 posts
Posted by trader168 > 2022-10-05 09:40 | Report Abuse
Start moving upward..good