APB is a petrochemical company but Gtronic belong to technology stock, can't compare an apple with an orange. This year might be the year for technology sector. We should take note of all potential tech stock. If Gtronic drop to 0.50 and come back again, definitely is a good chance to grab and ride the wave.
xiaoeh, don't assume everyone know more than you. I see u being around here for quite some time. People most of the time just hemtam, if strike, take credit, if not, no body aware.
Semiconductor rebound is for sure. PC refresh cycle in 2025 will be the biggest in history. This will include AI data center system infrastructure. Both server and client. Trump is friendly with XI Jing Peng during his latest call. Last call on such a great opportunity in good OSAt/EMS
While DeepSeek's rise may impact the global semiconductor industry, Malaysia's semiconductor sector, which primarily focuses on assembly, testing, and packaging rather than producing cutting-edge AI-specific chips, will experience less direct impact,
Material Changes in the Quarterly Results Compared to the Results of the Immediate Preceding Quarter Current Quarter Ended 30/9/2024 RM'000 Revenue Operating (Loss)/Profit (Loss)/Profit Before Tax (Loss)/Profit After Tax (Loss)/Profit Attributable to Owner of the Company 29,299 (5,426) (4,099) (5,196) (5,196) Immediate Preceding Quarter Ended 30/6/2024 RM'000 27,758 5,334 6,491 4,272 4,272 Changes % 6 (202) (163) (222) (222)
The Group recorded a revenue of RM29.3 million in current quarter, an increase of approximately 6% from the preceeding quarter of RM27.8 million while the Group has registered a net loss of RM5.2 million in current quarter as compared to net profit of RM4.3 million in the preceeding quarter. The lower revenue and net profit achieved in the current quarter was mainly due to:i) Forex loss of RM8.13 million recognised in the income statement as compared to forex gain of RM0.4 million in the preceding quarter ended 30 June 2024
ai competition increases hardware upgrades. Need to differentiate btw cyber physical supply chain. Deepseek still uses Nvidea. Market concerned is the evaluation on data center growth in the long run.
For those who have worked in semi con industry in penang will remember during Trump 1st term in 1997 Jan. How the tariffs and export control moves manufacturing to Penang. Resulting in undercapity pity and outsourcing to OSAt /EMS. Boom yr for semiconductors. Go check the charts between Jan 1997/ 1998
Pc market post covid, crash in end 2021 and start to see the recovery 2025. Pc refresh coincide with Windows 11 is already taking shape. We have to gauge the factory planners demand across sectors to be sure. How much movement we can't be sure. AI bubble is not going to burst yet. The competition and usage model will increase demand for mobile devices even if the projected server growth is not as projected. We can't be sure can we
BTW never base your investment on free forum like this. Do your own research. Everyone knows the market will crash but when? In the meantime semiconductor ASP continue to rise with healthy demand. Will Trump disrupt advance packaging and test or he is only interested in the foundry business to pull back to the USA? Go figure.
Semiconductor is not a dying industry, Cyclical yes, not dying. GTB focus on sensors, LED, now photonics, interconnects, mainly Singapore, Taiwan, US. Exposure to China market is minimum. If it rain doesn't mean it will flood. Good luck.
Last month, I told my fund managers to sell MyEG when small retailers chased after the news of their cryptocurrency venture, as I don't believe anyone can create their own currency without the backing of Bank Negara. So, after my fund managers kept selling MyEG, it kept dropping.
However, after the damage was done, I told @income and my fund managers last week to watch out for the news that MyEG might be riding the tsunami wave of DeepSeek so the price started to rise.
p/s: our national hero @Lbikeride, please help to screenshot this unlicensed investment opinion to SC and MCMC as what is bad news to you could be good news for fund managers and @income.
If we did not create AI, then who actually created DeepSeek, the super-intelligent AI? The answer seems obvious. It is like the chicken-and-egg question that has debated for century by scholars.
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Really? JP CFO mari? no wonder today up. Gosh, i think hard to get below 0.50 dy, tomorrow is Friday, if drop i want to start collect some