Is a pity, that with Anasturia and Silterra, Dnex is still not pricing as good as folks like Inari or Penta. With the gloom and doom exported by dollar, the resolutions is everybody need to de-dollarized. Any everything will be happier and only the US economy is gloomy. Certainly, this trying time only the strong will survive and the weak will die. As long as a company is not highly leverage and cash rich. Then you will be ok.
Posted by NatsukoMishima > 24 minutes ago | Report Abuse at MPI New restrictions rule from USA will kill MPI , INARI , UNISEM kaw kaw , better run now ! It will drop to single digit !
Only dnex wont be killed, the rest all kena killed kaw kaw, per Natsu….
Posted by NatsukoMishima > 24 minutes ago | Report Abuse at MPI New restrictions rule from USA will kill MPI , INARI , UNISEM kaw kaw , better run now ! It will drop to single digit !
LOL....this one died and went to Hell. Now, he's back as a spirit, some sort of fairy godmother of Dx......all other would be affected except Dx.....because he and the Jap whore said so.
We view the recent sell off of Dagang Nexchange ("DNeX") share unwarranted, given the ability of its 5 year LTA with China and Taiwan Display Driver IC fabless companies Chipone Technology and Ilitek to cushion the impact of any potential decline in IC demand.
Note that the LTA makes up of 70% of SilTerra's current wafer capacity and guarantees a load or pay, thus SilTerra will benefit regardless of whether the economy falls into a recession in the 1H23.
Separately, Nordic Semiconductor (key Bluetooth supplier of tech giant A), the world's leading Bluetooth wireless IC drive has locked SilTerra's loading for next 1H23 (In line with the expansion of SilTerra's 20% additional capacity).
While shares in global chip giants falter, SilTerra remains in a good position by virtue of it being the a handful of 200mm fab in the world having the capabilities to fabricate Silicon Photonics and MEMS IC (with various patents) having invested years in R&D with IMEC.
ASP for 200mm remains elevated due to shortage for automobile and data centre IC chips, two areas of focus for SilTerra's near future loading.
As for Ping Petroleum, oil prices remains elevated and undersupplied, despite prices falling from US$100 highs, Ping Petroleum's average actual cost per barrel is only US$25/bbl. At current prices of US$87/bbl, Ping is still able to make significant profits.
Under the guidanceship of Tan Sri Syed Zainal Abidin Tahir, DNeX is able to weather the potential economic downturn and continue to record profits due to the LTA.
We believe that the market has underappreciated the positive impact of the LTA signed by DNeX and will be positively surprised when DNeX's quarter earnings is announced.
We would only be convinced when we see what EPS is in the next Q. With all youe write-up, the prove of the pudding is in the eating.....
......Under the guidanceship of Tan Sri Syed Zainal Abidin Tahir, DNeX is able to weather the potential economic downturn and continue to record profits due to the LTA.
haha, truly rubbish stock, long time no see this stock today drop to 1 year lowest price, rubbish is rubbish, better cut loss fast and buy ptrans, now uptrending
The largest beneficiary of the oil spike and surge in crude prices is the United States. Based on the latest Oil world newsletter. Country. Production. {bbl/day} USA. 11.2 million Russia 10.2 million Saudi. 9.5 million Canada 4.5 million Iraq. 4.1 million China. 4.0 million UAE. 3.1. million Brazil. 3.0 million Iran. 2.6 million Kuwait. 2.5. million
Sanctioning Russia and Opec + cutting daily production will hit Europe hard in the winter. Oil prices will continue to spike higher { despite whatever rhetoric spin by the west}
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....
BobAxelrod
8,255 posts
Posted by BobAxelrod > 2022-10-11 15:10 | Report Abuse
Stock: [DNEX]: DAGANG NEXCHANGE BHD
POSTED BY BULLCOMING
1 month ago | Report Abuse
Once foreign investment is in, price will shoot up, waiting for that moment to come