Posted by NatsukoMishima > 2022-08-02 11:35 | Report Abuse

Beware of US market plummet tonight !

Posted by brian3381 > 2022-08-03 17:07 | Report Abuse

love it

Posted by brian3381 > 2022-08-03 21:44 |

Post removed.Why?

Posted by blackchicken > 2022-08-03 22:19 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/07/30/are-exporters-making-a-killing-from-the-low-rate

Posted by blackchicken > 2022-08-03 22:53 | Report Abuse

In a note on Thursday, the research house said it sees a stronger 2HFY22, driven by production recovery in Ipoh, higher ASPs, and favourable foreign exchange movements. It raised its FY22-24 earnings per share forecasts by 2%-5%.

“We reiterate 'add', with a higher target price of RM3.90, still based on 22 times calendar year 2023 price-earnings, “ it said.

Posted by brian3381 > 2022-08-04 17:06 |

Post removed.Why?

Posted by blackchicken > 2022-08-04 18:31 | Report Abuse

More analysts will start raising TPs for semiconductor stocks near future.
ON Semiconductor (NASDAQ:ON) PT Raised to $82.00

ON Semiconductor (NASDAQ:ON) PT Raised to $82.00
https://www.defenseworld.net/2022/08/04/on-semiconductor-nasdaqon-pt-raised-to-82-00.html

Posted by brian3381 > 2022-08-05 11:51 | Report Abuse

love it

Posted by blackchicken > 2022-08-05 19:52 | Report Abuse

MIDF stays positive on technology sector; Inari and Unisem top picks
Tech - MIDF stays positive on Technology sector; Inari and Unisem top picks - http://www.theedgemarkets.com/article/midf-stays-positive-technology-sector-inari-and-unisem-top-picks

Posted by blackchicken > 2022-08-05 19:53 | Report Abuse

“Our top pick semiconductor companies are Inari Amerton Bhd (buy, [target price (TP)]: RM3.65) and Unisem (M) Bhd (buy, TP: RM4.07) given the group’s exposure to growing RF (radio frequency) contents in 5G smartphone usage and adoption.

Posted by ahbah > 2022-08-05 20:36 | Report Abuse

Unisem ... try our luck here ?

Posted by blackchicken > 2022-08-07 20:46 | Report Abuse

China’s Trade Surplus at Record as Exports Beat Expectations
https://www.bloomberg.com/news/articles/2022-08-07/china-s-export-growth-beats-expectations-offering-support#xj4y7vzkg

Posted by brian3381 > 2022-08-10 12:05 | Report Abuse

Love it

Posted by brian3381 > 2022-08-10 21:45 |

Post removed.Why?

Posted by brian3381 > 2022-08-10 22:06 |

Post removed.Why?

Posted by blackchicken > 2022-08-11 07:38 | Report Abuse

Taipei, Aug. 10 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, reported on Wednesday a new sales record in July, up more than 6 percent from a month earlier, despite worries over growing inventory in the global semiconductor industry.

Posted by blackchicken > 2022-08-11 07:40 | Report Abuse

https://www.marketwatch.com/investing/index/sox

Posted by kevinobc > 2022-08-11 08:57 | Report Abuse

https://www.theedgemarkets.com/article/wall-street-rally-lifts-nasdaq-20-low-inflation-fears-ebb

Posted by brian3381 > 2022-08-11 09:00 |

Post removed.Why?

Posted by brian3381 > 2022-08-11 09:13 |

Post removed.Why?

Posted by kevinobc > 2022-08-11 09:43 | Report Abuse

https://www.nytimes.com/live/2022/08/10/business/inflation-cpi-report

Posted by brian3381 > 2022-08-11 14:00 |

Post removed.Why?

Posted by blackchicken > 2022-08-12 11:43 | Report Abuse

Jeremy Siegel: Fed Should Moderate Rate Hikes

By Dinah Wisenberg Brin
August 11, 2022 at 02:23 PM

The Wharton professor says “I would go 50 [basis points] and then two 25s at this particular point, to complete market expectations."
Forward-looking inflation data points look better than official government inflation statistics and signal that the Federal Reserve can moderate its interest rate increases, according to Jeremy Siegel, finance professor at the University of Pennsylvania’s Wharton School.

Siegel, appearing on CNBC after the government released July’s consumer price index on Wednesday, noted that CPI data looks backward at inflation, while other information shows inflation is more moderate than the official statistics suggest.

Posted by blackchicken > 2022-08-12 11:44 | Report Abuse

Fed’s Daly Sees Half-Point September Hike;

Posted by blackchicken > 2022-08-13 18:16 | Report Abuse

Soros Reloads on Big Tech With Amazon, Google and New Tesla Bet
https://www.bloomberg.com/news/articles/2022-08-12/soros-reloads-on-big-tech-with-amazon-google-and-new-tesla-bet

Posted by cedcan > 2022-08-16 14:50 | Report Abuse

Not moving at all, waste time

Posted by blackchicken > 2022-08-26 07:19 | Report Abuse

PHLX Semiconductor Index was up 3.66 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Posted by kevinobc > 2022-08-30 15:45 | Report Abuse

https://www.youtube.com/watch?v=uTvm8SvVb_A

Posted by densim > 2022-08-31 15:53 | Report Abuse

Results is excellent and declare Div...Why is it dropping like a Ton of Bricks..? ADVICE MOST APPRECIATED..

Posted by Michael Kwok > 2022-09-01 15:30 | Report Abuse

Sell call rm 2.60-rm 2.65.
Tp rm 1.50
3.30pm 1/9/2022

Posted by All_in_2021 > 2022-09-01 19:51 | Report Abuse

chengdu just announced lock down where Unisem factory is located. QR is due to disposal of building (one-off profit)

Posted by Abba84 > 2022-09-03 11:37 | Report Abuse

Lst night Dows,sp,nsdq .hv.gone nuts.swings frm. 370 gains ,closed, 337 RED!
The GHOSTs of rate hikes fears strikes deep in2 th.heart of investors!

Posted by blackchicken > 2022-09-07 13:18 | Report Abuse

Unisem is expected to benefit from depreciation of ringgit against USD.

Posted by imvu > 2022-09-11 13:09 | Report Abuse

2.630 minggu lepas hijau , minggu depan hijau ?

Posted by blackchicken > 2022-09-12 20:12 | Report Abuse

Foreign funds snap seven straight weeks of net inflow into Malaysian equities
Highlight - Foreign funds snap seven straight weeks of net inflow into Malaysian equities - http://www.theedgemarkets.com/article/foreign-funds-snap-seven-straight-weeks-net-inflow-malaysian-equities

Posted by blackchicken > 2022-09-12 20:16 | Report Abuse

Tech - Budget 2023 to focus on automation, digital technology — MOF - http://www.theedgemarkets.com/article/budget-2023-focus-automation-digital-technology-mof

Posted by blackchicken > 2022-09-18 17:45 | Report Abuse

US Consumers’ Long-Term Inflation Expectations Dip to Lowest Since Mid-2021
https://www.bloomberg.com/news/articles/2022-09-16/us-long-term-inflation-expectations-dip-to-lowest-since-mid-2021?leadSource=uverify%20wall

Posted by skyjet > 2022-09-21 12:25 |

Post removed.Why?

Posted by NatsukoMishima > 2022-09-26 10:00 | Report Abuse

Rm 2 coming

Posted by blackchicken > 2022-10-04 06:30 | Report Abuse

PHLX Semiconductor Index was up 3.76 percent yesterday.
https://www.marketwatch.com/investing/index/sox

Posted by blackchicken > 2022-10-04 11:33 | Report Abuse

US 10 year old bond yield plunged yesterday.

Posted by blackchicken > 2022-10-05 11:10 | Report Abuse

PHLX Semiconductor Index has surged for two consecutive days.

Posted by blackchicken > 2022-10-05 11:18 | Report Abuse

bulls like Deutsche Bank AG strategist Binky Chadha cited depressed positioning as a reason for a potential giant year-end rally

Posted by blackchicken > 2022-10-05 11:21 | Report Abuse

Australia Supercharges Market Debate That Peak Rates Are Near
https://www.bloomberg.com/news/articles/2022-10-04/australia-supercharges-market-debate-that-peak-rates-are-near

Posted by blackchicken > 2022-10-05 18:53 | Report Abuse

Hong Kong Stocks Surge Most Since March on Return From Holiday
Hang Seng Index jumps nearly 6%

Posted by firehawk > 2022-10-06 00:26 | Report Abuse

CIMB latest TP = 2.60

Posted by NatsukoMishima > 2022-10-07 11:20 | Report Abuse

Free fall to rm 1.8x next year !

Posted by Michael Kwok > 2022-10-10 17:06 | Report Abuse

Unisem sell call rm 2.45-2.48
TP rm 1.60 range
10/10/2022 5.06pm

Posted by kevinobc > 2022-10-11 17:36 | Report Abuse

https://www.theedgemarkets.com/article/malaysian-semiconductorrelated-stocks-fall-after-us-tightened-curb-chip-exports-china

Posted by NatsukoMishima > 2022-10-12 10:28 | Report Abuse

Downgrade to 1.10 with china slow down !