Posted by blackchicken > 2022-11-12 23:54 | Report Abuse

US-China rift spells opportunity for Taiwanese tech firms to explore Malaysia
https://www.nst.com.my/amp/business/2022/11/849148/us-china-rift-spells-opportunity-taiwanese-tech-firms-explore-malaysia

Posted by Gaussian > 2022-11-13 21:54 | Report Abuse

TP 1

Posted by Kanenites > 2022-11-14 09:10 | Report Abuse

tp yer

Posted by Gerard Lam > 2022-11-14 14:41 | Report Abuse

DNeX's 2 large cash generating engines - SilTerra and Ping is widely expected to double it's profits in FY23.

Overall

SilTerra:

Secured agreement to supply wafers to World's Number 1 Low Energy Bluetooth company - Nordic Semiconductor ~ Cash upfront is 1.4x of current 8 inch wafer prices due to shortage of such specialty design.

Secured agreement to supply MEMS wafers to Number 1 Semiconductor company in the Middle East ~ Pearl Semiconductor ~ Cash upfront 3x of current 8 inch wafer prices due to 1st in the world design of such MEMS specialty design.

Cash upfront deposit of 40% from existing LTA covering 60% of existing capacity + re-opening of China economy spurring demand for Driver IC's

Ping Petroleum:

Completion of repair of a key component of Anasuria Cluster to boost productivity by 50%, resulting in Ping profit to potentially double provided oil is at current prices ~US$80-90/bbl.



Surprises

Much to our surprise, SilTerra is moving up the global SIlicon Photonics and MEMS value chain at a rapid pace, due to its early investments in such technology and collaboration with global semiconductor R&D giant iMEC.

As global chip company scramble due to high inventory levels for conventional PC chips, SilTerra is insulated from such oversupply due to its superior inbuilt technology to supply these next generation chips that are expected to be mass adopted beginning from the end of FY23.



Expectations

EPF accumulated a stake of up to 3.8% based on latest Annual Report filed ~ While this was widely expected by us, it is still a very positive news given large local ongoing institutional support.

Foreign institutional funds begin to upstake DNeX due to their better understanding of the widely positive financial impact from mass adoption of MEMS and Silicon Photonics by global conglomerates, especially in the use of low powered / battery enhancement products.

Posted by undercutter > 2022-11-14 14:47 | Report Abuse

TP RM 1 but going towards 70 sen now

Posted by Trevor777 > 2022-11-14 14:54 | Report Abuse

TP only 1 meh??? Not 4-6 anymore???

Posted by Trevor777 > 2022-11-14 14:55 | Report Abuse

Mama...mama, there's not a single drop. This cow is milked dry...

Posted by 凯翔 赖 > 2022-11-14 15:20 | Report Abuse

什么TP 1啦，4-6啦，都是骗人的，不可能实现的，真正的TP应该是60¢，现在是属于超买，所以还有下跌的空间。

Posted by Kanenites > 2022-11-14 17:17 |

Post removed.Why?

Posted by Gaussian > 2022-11-14 17:52 | Report Abuse

Soooonnnnnn lol

Posted by NatsukoMishima > 2022-11-14 17:58 | Report Abuse

Most solid tech stock in bursa ! Just a matter of time to hit 4 - 6 ! Only fools without patient will sell !

Posted by NatsukoMishima > 2022-11-14 17:59 | Report Abuse

Gerald lam , u are always a wise investor with long term vision , not like other impatient gambler who only wants fast money within 1 day ! I respect u !

Posted by NatsukoMishima > 2022-11-14 18:01 | Report Abuse

Trust me , some Institusion control the price before the sapu all the tickets !

Posted by Gerard Lam > 2022-11-14 18:34 | Report Abuse

https://klse.i3investor.com/web/blog/detail/GLam/2022-11-14-story-h1651967546-DNeX_Profit_widely_expected_to_double_in_FY23

Posted by nelsonlim > 2022-11-15 09:03 | Report Abuse

dnex need break 79c to go high.

Posted by rr88 > 2022-11-15 10:41 | Report Abuse

Tech stock days are long gone.

Open yr stock chart. It has formed a bearish descending triangle pattern.

Triangle base = 0.725
Triangle top = 0.895
In time it will break the base and head to: 0.725 - (0.895 - 0.725) = 0.555

Sell/cut loss/stay away

Posted by Kanenites > 2022-11-15 10:42 | Report Abuse

yahh time to buy rr88 sudah mari. buy signal.

Posted by NatsukoMishima > 2022-11-15 13:47 | Report Abuse

Buy call mari when see rr88 !

Posted by NatsukoMishima > 2022-11-15 17:49 | Report Abuse

Very solid !

Posted by syahmir > 2022-11-15 19:49 | Report Abuse

So slow..demmit

Posted by NatsukoMishima > 2022-11-15 23:14 | Report Abuse

Buffett makes a US$4.1 billion bet top chip maker TSMC will come good !

Posted by Gaussian > 2022-11-16 08:40 | Report Abuse

TP 1.6

Posted by Kanenites > 2022-11-16 11:51 | Report Abuse

tp yer

Posted by 凯翔 赖 > 2022-11-16 13:50 | Report Abuse

迪耐是科技股？油气股？政治概念股？合理价1.64？通通都是胡扯，最近成交量都没了，大户都不炒它了，散户都输到怕，股价越买越低。

Posted by NatsukoMishima > 2022-11-16 18:05 | Report Abuse

Dnex very solid drop also only within 0.005 - 0.02 within few months compared to other overvalue stock , wise people all hold dnex tight tight only the sourgrapes talk cock say many people dump it , if really many people dump dnex the price should be below 50 sens already , u got no chance to get cheap ticket anymore , sour grape ! Just keep it for multiple gain !

Posted by Lee_CK > 2022-11-16 18:48 | Report Abuse

Sell faster. It is down trend now.

Posted by OngKawKaw > 2022-11-16 20:59 |

Post removed.Why?

Posted by fairyz > 2022-11-17 00:20 | Report Abuse

Very heavy counter that doesn't reflect it's true value, don't think any clever share consolidation will happen anytime soon

Without significant banker from internal (bar EPF), it will have a slow ride again..... just like how it accumulated @ basing previously from 0.2x range to 1.xx high


New Gov should assist to get FDI to Dnex.....can be consistently become one of nation future asset if being re-build correctly

Posted by Baby Shark > 2022-11-17 14:36 | Report Abuse

VERY cheap..

Posted by OrlandoOilSemiconIoT > 2022-11-17 14:37 | Report Abuse

Scanned copy stamped.. money put in or not?

If not.. troubles!!

Posted by OngKawKaw > 2022-11-17 14:38 | Report Abuse

ADA CERITA HABIS LIAO

Posted by mf > 2022-11-17 14:41 | Report Abuse

run

Posted by Baby Shark > 2022-11-17 14:43 | Report Abuse

Slow slow buy is okay.. market very bad. Am aiming 0.73 & 0.72 buy sikit. If below 0.70 hentam lebih

Posted by OrlandoOilSemiconIoT > 2022-11-17 14:46 | Report Abuse

China is eager.....

Posted by maxprofit2020 > 2022-11-17 14:50 | Report Abuse

look like today will sharp drop until closing

Posted by OrlandoOilSemiconIoT > 2022-11-17 14:54 | Report Abuse

Tis secret arrangement is why no RI?

Null and void.. RI coming??

Posted by vellfire14 > 2022-11-17 15:00 | Report Abuse

last time tan sri says no right issue

Posted by Alipapapa > 2022-11-17 15:01 | Report Abuse

DAGANG NeXCHANGE BERHAD - COMMENCEMENT OF ARBITRATION PROCEEDINGS AGAINST MIMASTRONICS TECHNOLOGIES COMPANY LIMITED IN RELATION TO A PROPOSED INVESTMENT IN DAGANG NeXCHANGE BERHAD'S GROUP OF COMPANIES

The Board of Directors of Dagang NeXchange Berhad (“the Company” or “DNeX”) wishes to announce that DNeX Semiconductor Sdn. Bhd. (“DNeX Semi”), a wholly-owned subsidiary of the Company, had on 17 November 2022 issued and served a Notice of Arbitration to commence arbitration proceedings against Mimastronics Technologies Company Limited (“MIMAS”) under rules 5.3 and 22.4 of the Asian International Arbitration Centre Arbitration Rules, 2021. MIMAS is wholly owned by Tethystronics Technologies Company Limited a special purpose vehicle ultimately owned by Beijing Integrated Circuit Advanced Manufacturing and High-End Equipment Equity Investment Fund Center (Limited Partnership), which also held 40% equity interest in SilTerra Malaysia Sdn. Bhd. (“SilTerra”). SilTerra is a 60% owned subsidiary of DNeX Semi which in turn is a subsidiary of the Company.

Posted by Baby Shark > 2022-11-17 15:30 | Report Abuse

Lol ..dapat sikit, now start takut.. hahaha

Posted by Alipapapa > 2022-11-17 15:32 | Report Abuse

China party cancel the deal to buy Silterra ?

Posted by Baby Shark > 2022-11-17 15:41 | Report Abuse

Modal average 0.725.. start rugi .. KNN

Posted by Alipapapa > 2022-11-17 15:42 | Report Abuse

Dnex will drop to 50sen if the deal cancel.

Posted by Baby Shark > 2022-11-17 15:43 | Report Abuse

wait 0.69 la..

Posted by Alipapapa > 2022-11-17 15:45 | Report Abuse

Expect more bad news will coming out.

Posted by Baby Shark > 2022-11-17 15:47 | Report Abuse

Hehe.. now wait for miracle- rebound

Posted by rr88 > 2022-11-17 15:47 | Report Abuse

Breakdown of that bearish descending triangle chart setup at 0.725 10 mins ago. Tp 0.56. Sell.

Posted by Alipapapa > 2022-11-17 15:48 | Report Abuse

Without the deal, DNEX only worth 20sen.

Posted by Baby Shark > 2022-11-17 15:52 | Report Abuse

You wait 20 cent, I wait 1 dollar..

Posted by birkincollector > 2022-11-17 15:53 | Report Abuse

may be limit down

Posted by Alipapapa > 2022-11-17 15:55 | Report Abuse

Dnex game over liao.