Posted by EVO118 > 2022-12-04 14:29 | Report Abuse

Gaussian
Are you referring to Tengku Zafrul Aziz (TZA)? No big news, he only just got into MITI. Will need months before he can pull something out.

Posted by Gaussian > 2022-12-04 15:03 | Report Abuse

Janji dicapati. Lol

Posted by izoklse2022 > 2022-12-04 15:38 | Report Abuse

Tan Sri Zainal Abidin

Posted by Kanenites > 2022-12-04 16:03 |

Post removed.Why?

Posted by Gaussian > 2022-12-04 23:12 | Report Abuse

Any announcements from TZA today?

Posted by i3Shark > 2022-12-05 12:28 | Report Abuse

HAHA, rubbish stock, always period, down and down, eat more more viagra, even armada is now more power than this rubbish stock, where is your ping petroleum, rubbish

Posted by justinwee87 > 2022-12-05 12:38 | Report Abuse

I guess rubbish somehow is useful to recycle. Dnex Siltera big drop and drop is a good discount

Posted by XenDee > 2022-12-05 15:54 | Report Abuse

you mean this? https://www.klsescreener.com/v2/news/view/1079111

Posted by Kanenites > 2022-12-05 17:07 |

Post removed.Why?

Posted by Gaussian > 2022-12-05 18:25 | Report Abuse

Decision has been made. Lol

Posted by Mabel > 2022-12-05 19:30 | Report Abuse

NatsukoMishima Dont give up all dnex believers , learn from japan football team spirit beat 2 world cup champions to march to the last 16 , be patient will pay u huge gains later ! Gambade japan beat Croatia to go last 8 !
02/12/2022 6:03 PM

Meow Meow Meow

Princess Himari Ichimuku Meow

Posted by 143922 > 2022-12-05 22:39 | Report Abuse

Esok punai dnex mau terbang sampai jepon

Posted by Gerard Lam > 2022-12-06 09:12 | Report Abuse

DNeX AGM will be on today (6 Dec), 10am - 11am

Any shareholder grievances should be voiced out to the management and also be reflected in your voting of agenda items.

Note that SilTerra has completed a new LTA for its Silicon Photonics ramp up with a prominent US customer. Silicon Photonics chips are high in demand due to its high value and economical use for data centers.

Prospects of SilTerra remains bright, and if Beijing CGP decides to sell out its 40% if the arbitration does not go in their favor, there are many other large players waiting in line to buy in such as Foxconn

Posted by SarifahSelinder > 2022-12-06 09:49 | Report Abuse

AGM hari ke? Boleh tumpang tanya Zainal

LTA ada availability payment or capacity payment ke? Mcm rental of facilities

Sekurang kurang nya ada minimum




Stock: [DNEX]: DAGANG NEXCHANGE BERHAD

 4 days ago | Report Abuse

Dnex bisnes nya contract chip foundry

LTA ada availability payment or capacity payment ke?

Klau ada sekurang nya ada minimum

Klau tidak susah jugak kan affected by chips glut resulting in low volume loading

Posted by SarifahSelinder > 2022-12-06 09:51 | Report Abuse

Wat LTA entails?

Posted by SarifahSelinder > 2022-12-06 09:52 | Report Abuse

Gerard tolong tanya Zainal and post the reply here can?

Posted by Kanenites > 2022-12-06 09:59 |

Post removed.Why?

Posted by maxprofit2020 > 2022-12-06 10:08 | Report Abuse

need some good news to turn around the trend, past few weeks all are negative news

Posted by KingDavid > 2022-12-06 10:19 | Report Abuse

Gerard Lam is rightly said that the future of Silterra is undeniably bright. At this share price, I am accumulating more.

Posted by vellfire14 > 2022-12-06 11:12 | Report Abuse

apa cerita?

Posted by Gerard Lam > 2022-12-06 11:14 | Report Abuse

Update from AGM:
- Silterra technology roadmap completed
- MOU with Foxconn is on track, details will be announced when ready. Does not rule out plan to manufacture EV but focus now is on 28nm fab with Foxconn first.
- 70% LTA with ChipOne, ILI & Holychip fill the gap for next 12 month period, and orders from new key customers fill the remaining 30%
- 10% capacity upgrade will be ready by 1H23. ASP for MEMS and Silicon Photonics command very high margin and Silterra is a key player
- MEMS used in smart car revolution and autonomous driving
- Silicon Photonics used for next generation data centers, high performance computing and sensors for EV
- Working with IMEC on establishment of Joint Semiconductor R&D Centre which is intended to be IMEC's Regional R&D Centre in South East Asia

Posted by Gerard Lam > 2022-12-06 11:22 | Report Abuse

- Malaysia is in good position to benefit from chip war between US & China
- Company not affected by minimum wage as all employees earning above RM1,500 per month
- In view of good corporate governance, Chairman Tan Sri Mamat not seeking re-election as he had served 9 years (close to 10 years requirement for good corporate governance).

Overall:
Company in very good position for 2023 due to increase ASP from LTA and high margin from remaining 30% capacity.
Ping Petroleum riser has been fixed and capacity will improve back to 100%.
IT revenue on track and diversification beyond NSW bearing fruit

Verdict:
As seen in growing institutional participation in Dnex's shareholding, Dnex is poised to be a MEMS and Silicon Photonics champion in semiconductor in South East Asia, temporary setback from arbitration not expected to have major impact as relationship is still cordial between both parties, and just want to sort out the facts legally.

Posted by SarifahSelinder > 2022-12-06 11:36 | Report Abuse

Aiya Gerard apa point u attend agm klau take je wat management feed u? Buang masa

Posted by Gerard Lam > 2022-12-06 11:38 | Report Abuse

Wanted to further add on but looking at your uncivilized comment, will only personally respond to PM messages.

Posted by Hop333 > 2022-12-06 11:41 | Report Abuse

Hahahahaa, uncivilized comment.. nice one

Posted by SarifahSelinder > 2022-12-06 11:44 | Report Abuse

Cisss...

Posted by BobAxelrod > 2022-12-06 11:48 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-06 11:50 | Report Abuse

Only they talk, you listen....not you ask, they reply........understand????

Same as "buang masa"

Posted by SarifahSelinder > 2022-12-06 11:52 | Report Abuse

Dnex ni mungkin ada governance issue senyap senyap je secretly sold more than 55% to CGP

Covert operation??

Posted by KingDavid > 2022-12-06 11:52 | Report Abuse

Gerard, can share here for the benefit of the majority DNeXians. Just ignore those uncivilized comments.

Posted by BobAxelrod > 2022-12-06 11:54 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-06 11:56 | Report Abuse

Elephant in the room not addressed, what more you want to know???

Posted by BobAxelrod > 2022-12-06 12:00 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-06 12:01 |

Post removed.Why?

Posted by KingDavid > 2022-12-06 12:09 | Report Abuse

BobAxelrod, you want to be an angel?

Posted by BobAxelrod > 2022-12-06 12:11 | Report Abuse

Angels only have sermons, not fun....

Posted by BobAxelrod > 2022-12-06 12:12 | Report Abuse

Aiyoyo, the big fish not biting lah....later will throw down again....kekeke

Posted by BobAxelrod > 2022-12-06 12:14 |

Post removed.Why?

Posted by vellfire14 > 2022-12-06 12:18 | Report Abuse

ignore all the noises and please share

Posted by BobAxelrod > 2022-12-06 12:19 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-06 12:21 |

Post removed.Why?

Posted by pcs1234 > 2022-12-06 12:28 | Report Abuse

Yes pls share and hope those uncivilized swines can be banned frm this forum

Posted by kangedd > 2022-12-06 14:34 | Report Abuse

Waiting at 55 sen..

Posted by Kanenites > 2022-12-06 14:52 |

Post removed.Why?

Posted by BobAxelrod > 2022-12-06 15:13 |

Post removed.Why?

Posted by Cuncun7 > 2022-12-06 15:31 |

Post removed.Why?

Posted by Toyota78 > 2022-12-06 16:24 | Report Abuse

Don’t think DNex can go back to even 80sen levels. For now it’s 55 - 57 sen range. Don’t place your hopes too high. DNex can only move if n when the impasse with their China partner in SilTerra is resolved amicably. Meanwhile, they are many other good counters to invest. For those who bought at above RM1 wait for another 6 months

Posted by BobAxelrod > 2022-12-06 16:35 |

Post removed.Why?

Posted by izoklse > 2022-12-06 16:46 | Report Abuse

They only push between this range 55 - 58 only.

Posted by Toyota78 > 2022-12-06 16:47 | Report Abuse

Watch your language and be kind to others who may have lost their hard earned money. We are here to share and to support fellow investors not run people down. Karma will bite you hard if you are unkind. We all should be kind and helpful. Please