Posted by enning22 > 2021-02-05 13:19 | Report Abuse

Qualcomm may pull back due to competitive market, but semiconductor sector is strong: Wright

https://www.youtube.com/watch?v=D0x6h3JWdEE

Posted by enning22 > 2021-02-05 13:21 | Report Abuse

Why a semiconductor shortage may cause a national security risk

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

Posted by enning22 > 2021-02-05 14:02 | Report Abuse

Qualcomm warning shows chip shortages spreading
https://klse.i3investor.com/blogs/kianweiaritcles/2021-02-05-story-h1540334900-Qualcomm_warning_shows_chip_shortages_spreading.jsp

Posted by gemfinder > 2021-02-05 21:24 | Report Abuse

Hold tight tight

Posted by Bgt 9963 > 2021-02-08 10:32 |

Post removed.Why?

Posted by quahsb > 2021-02-08 13:44 | Report Abuse

A good chance for those wish to add more....time is ticking away

Posted by gemfinder > 2021-02-08 17:20 | Report Abuse

HOLD TIGHT TIGHT

Posted by PureBULL ... > 2021-02-09 10:04 | Report Abuse

ROTATION IN PLAY of 2 THEMES

i. TECH in Semicon n Equipment
On Profit.taking n Consolidation wave now, could trade in a band for awhile

ii. EMS
Just grand BO on last Fri n will continue to move up north
VS, SKPRES, ATAIMS, their time to shine ...

Posted by quahsb > 2021-02-09 11:06 | Report Abuse

the calm before the storm?

Posted by STEADYBOMBIBI85 > 2021-02-09 23:28 |

Post removed.Why?

Posted by Bgt 9963 > 2021-02-10 08:52 |

Post removed.Why?

Posted by Bgt 9963 > 2021-02-11 08:09 |

Post removed.Why?

Posted by quahsb > 2021-02-11 10:10 | Report Abuse

momentum play and also expected boom in semiconductor sector in 2021.
I believe some already position early when it was below 8.00, thus able to ride it out the fluctuations and set a sell if it breaches your own comfort/risk level.
Had been buying and selling all the way from RM5-6, and at that time, semicon was still in recovery mode.
Now, confirmed shortage of semicon chips especially in Automotive sector, demand > supply / stock. Manufacturers are ramping up to max production and still need Apr-May to catch up with demand and stabilize the trend.

Posted by lcmflily > 2021-02-11 20:39 | Report Abuse

So expensive. Want to enter but price is so high

Posted by lcmflily > 2021-02-11 20:40 | Report Abuse

Alreasy $8.50. Any suggestion what price to enter

Posted by Bgt 9963 > 2021-02-12 08:51 |

Post removed.Why?

Posted by enning22 > 2021-02-12 13:21 | Report Abuse

200mm Demand Surges

https://semiengineering.com/200mm-demand-surges/

Posted by enning22 > 2021-02-12 13:27 | Report Abuse

lower price d/nex is another alternative option, but d/nex is undergoing a new restructuring.that would take some time

Posted by enning22 > 2021-02-12 13:29 | Report Abuse

https://klse.i3investor.com/blogs/12stocktalk/2021-02-10-story-h1541025772.jsp

Posted by quahsb > 2021-02-12 16:22 | Report Abuse

nobody can tell you the exact price to enter as your own risk profile.
Personally, this is another round to accumulate before the quarterly results expected in late Feb.

Posted by Bgt 9963 > 2021-02-13 10:01 |

Post removed.Why?

Posted by Kevin Tam > 2021-02-14 11:37 | Report Abuse

Anyway, Unisem at above 7.80-8.00 already reached its peak for this round of going up cycle , should have not much room to gain ... Those large cap technology- semiconductor counters like MPI, Unisem n Inari have reached expensive level since 1-2 weeks ago ...

Posted by gemfinder > 2021-02-14 12:36 | Report Abuse

Peak? Haha. Dun u know mpi got rm50 last time

Posted by troy88 > 2021-02-15 09:25 | Report Abuse

Cheap sales over. 9+ coming very soon..

Posted by PureBULL ... > 2021-02-15 11:02 | Report Abuse

Pic is best used to drive up stock prices. many r created n named in the list to tai.chow up.
Go for stocks i.e. doing real global biz with products supplied directly to EV.CAR as follows:

Posted by PureBULL ... > on Feb 3, 2021 4:45 PM | Report Abuse X

EV.CAR material co on KLSE r :

i. metals : PMETAL, PMBTECH, MSC
ii. semicon : D&O, MPI, UNISEM
EV.CAR is < 5% on the road now n will grow to 50% soon. Imagine how big these stocks will become.

EMS stocks r : VS, SKPRES, ATAIMS, FPI

NB: need some 1 talented to redraw the main actors n to re-educate the players to concentrate on the real biz players n stocks on KLSE.

Posted by PureBULL ... > 2021-02-15 16:06 | Report Abuse

SEMICON : OSAT is the BEST biz now.
MPI is ready, awaiting for UNISEM n INARI to go new.high in next 2-3 mkt days.

This round likely all 3 have lots of VALUES more to create...

Posted by gemfinder > 2021-02-15 22:22 | Report Abuse

Hold tight tight

Posted by Bgt 9963 > 2021-02-15 23:12 | Report Abuse

Hold steady...!

Posted by quahsb > 2021-02-16 09:30 | Report Abuse

Rather a slow and steady rise first....then surge

Posted by quahsb > 2021-02-16 14:30 | Report Abuse

dropped back from 9.00, good chance to enter again on pullback towards 8.70

Posted by Kevin Tam > 2021-02-17 13:03 | Report Abuse

It will go down to below 7.50-7.70 if follow fundamental....:)

Posted by quahsb > 2021-02-17 17:45 | Report Abuse

Let's wait for the results first and be nimble, sell and buy back if really happens. Anything is possible.

Posted by PureBULL ... > 2021-02-18 04:08 | Report Abuse

Posted by PureBULL ... > on Feb 3, 2021 4:45 PM | Report Abuse X

EV.CAR material co on KLSE for the global EV.ECONOMY r

i. metals : PMETAL, PMBTECH, MSC
ii. semicon : D&O, MPI, UNISEM

Posted by gemfinder > 2021-02-18 12:47 | Report Abuse

cimb upgrade tp to 10.50

Posted by SHAH NURSYAHMIAIMAN NOOR JALAINI > 2021-02-18 14:07 | Report Abuse

https://www.theedgemarkets.com/article/cgscimb-raises-unisem-target-price-91-rm1050-expected-rerating-tech-sector

Posted by quahsb > 2021-02-18 14:10 | Report Abuse

steady, don't panic....pressed down with low volume.

Posted by quahsb > 2021-02-18 14:13 | Report Abuse

The Target RM10.50 is modest. Once the boom period comes in and no looking back in 2021, interest in the stock can easily push further RM12 region.

Posted by quahsb > 2021-02-18 15:11 | Report Abuse

betol ke? Anyway, definitely accumulation can be seen easily at 8.45-8.60 level, and then back up again.

Posted by quahsb > 2021-02-18 15:17 | Report Abuse

https://www.tradingview.com/chart/UNISEM/tHtC19Mg-Unisem-Looks-Ready-to-Break-its-52-Week-High-Again/

Posted by troy88 > 2021-02-19 11:01 | Report Abuse

Next week should surpass 9 and reach greater heights..

Posted by quahsb > 2021-02-19 11:26 | Report Abuse

inching up slowly, fully loaded.

Posted by quahsb > 2021-02-19 11:29 | Report Abuse

the good thing is, less volume and already near RM9.00 level. absorbed the selling pressure. Hold on and ride it..

Posted by troy88 > 2021-02-19 11:30 | Report Abuse

Big funds still with tech and semiconductors. They ain't leaving anytime soon..

Posted by gemfinder > 2021-02-19 11:49 | Report Abuse

huat ahhh

Posted by Aimhigh > 2021-02-19 12:14 | Report Abuse

10.0 will come in due time. Just let the banker work for you. Don't need to look at it everyday.

Posted by Aimhigh > 2021-02-19 12:17 | Report Abuse

lcmflily 8.0 you said too high, now 9+ you are still saying too high. soon it'll be 10-11.0

Posted by troy88 > 2021-02-19 12:17 | Report Abuse

Already said better buy/top up when it was 8+ especially during cheap sales time coz it will not last long. Now it is gunning for 10+ next..

Posted by SDR245 > 2021-02-19 12:36 | Report Abuse

10.00 soon

Posted by PureBULL ... > 2021-02-19 13:44 | Report Abuse

The THEME.PLAY for global biz r :
i. semicon, OSAT: MPI, UNISEM, INARI
ii. robotic, ATE : GREATEC, PENTA
iii. tech support : UWC, DUFU, FRONTKN
iii. EV.materials : D&O, PMETAL, PMBTECH, MSC
pick your LUCK on dips...

EMS : yet to shine bright; FPI, VS, SKPRES, ATAIMS
in biz sense, my take is semicon, OSAT 1st choice n then EV.materials stocks. Both r with wide moat n r the BEST global biz to have as investors.

Posted by enning22 > 2021-02-19 14:43 | Report Abuse

where is the apple188,who was bearish all the while.how u explain that??