Posted by pang72 > 2024-06-18 12:35 | Report Abuse

The news of 1st nvidia server out from factory broke out, you will see pe100

Posted by calvintaneng > 2024-06-18 12:36 | Report Abuse

Posted by pang72 > 2 seconds ago | Report Abuse

The news of 1st nvidia server out from factory broke out, you will see pe100

Don't waste time

See you missed Notion by selling too early

Go buy Hexcap(0035) still in early bull

Hexcap is the 2nd Notion

Posted by calvintaneng > 2024-06-18 12:38 | Report Abuse

PANG 72

See this

Posted by tankahban > 13 hours ago | Report Abuse

RM 90 billion capex is a huge,
say 20% awarded to Transgrid = 90 billion x 20% = RM 18 billion in 6 years
Hexcap owned 49% of the Transgrid = RM 18 billion x 49% = RM 8.82 billion
Assumpt the profit margin is 18% = RM 8.82 billion x 18% = RM 1.59 billion profit before tax
RM 1.59b divided by 6 years = RM 265 million profit annually

RM 265 million / 447 million NOS = RM 0.59/ share

RM 0.59 x 10 PE = RM 5.90

For Transgrid One Engine, exclude Opcom, Binacom

Posted by pang72 > 2024-06-18 17:42 | Report Abuse

Calvin sifu, I still hold Notion and DUFU tightly...
I just don't comment over there..
So to let it fly very high

Posted by pang72 > 2024-06-18 17:42 | Report Abuse

HEXCAP is not my taste...
You can enjoy yourself

Posted by pang72 > 2024-06-18 17:43 | Report Abuse

PIE is much better than HEXCAP..
Do t miss the bull run again...

Posted by pang72 > 2024-06-18 17:48 | Report Abuse

I am expected kenanga will rerate pie to higher target after $6.75 hit easily last week..
It is tremendous upside with nvidia server....

Calvin sifu,
Do t miss again this great gem!!

Posted by pang72 > 2024-06-18 17:50 | Report Abuse

Aiyo calvin sifu,
90B capax is from TNB.
So, 90B job completed to upgrade TNB national grid to cater for NERT and data center expansion.
You shld bit TNB not HEXCAP...

Posted by pang72 > 2024-06-18 17:51 | Report Abuse

Hopefully, Calvin don't miss TNB and PIE again...
It is still way undervalue...
You shld swticj to both stocks tmr 1st thing in the morning

Posted by pang72 > 2024-06-19 10:53 | Report Abuse

https://www.sinchew.com.my/?p=5694069
Nvidia becomes world no1 richest company.
So, pie will following nvidia after the server export out from Malaysia factory

Posted by pang72 > 2024-06-19 10:54 | Report Abuse

Market correction hopefully end by afternoon

Posted by pang72 > 2024-06-19 11:47 | Report Abuse

Where is bro James... Not in pie?
Hihi..

Then good... He miss the greatest tech stock rally as usual

Posted by pang72 > 2024-06-19 11:48 | Report Abuse

The next wave is set off rally after bro James selling all technology stocks..

Thanks you bro james

Posted by calvintaneng > 2024-06-19 11:55 | Report Abuse

PANG
WHY ARE YOU HERE GOT NO HDD (VALUE LIKE GOLD)

SEE

Posted by Zachzach > 7 minutes ago | Report Abuse

keep jcy till august !! towards rm 1 guys !!


YES!

KEEP JCY TILL AUG 2024 (ONLY TWO MONTHS MORE)
TO GET A BONANZA RESULT!

1 minute ago



calvintaneng

AUG 2024
ONLY 2 SHORT MONTHS

BEST GO HOLIDAY

DON'T SEE

COME BACK

GET BONANZA!

SEAGATE, WESTERN DIGITAL & NVIDIA NOW AT YEAR RECORD HIGH (JCY, NOTION & DUFU IF SOLD DOWN IS BEST BUY) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-06-19-story-h-158896135-SEAGATE_WESTERN_DIGITAL_NVIDIA_NOW_AT_YEAR_RECORD_HIGH_JCY_NOTION_DUFU_#google_vignette

4 seconds ago

Posted by pang72 > 2024-06-19 13:07 | Report Abuse

Calvin, pie is Mfg nvidia server for data center.
Of course, the hdds are bought from WD or Seagate to assemble to the server

Posted by pang72 > 2024-06-19 13:08 | Report Abuse

The hdds value as gold then nvidia server value as platinum

Posted by pang72 > 2024-06-19 13:21 | Report Abuse

BTW, my hdds stocks notion and DUFU are doing very well..
You can continue your hard sell in hdds..
It is in recovery trend

Posted by tahansan > 2024-06-20 16:16 | Report Abuse

来了~!

Posted by pang72 > 2024-06-26 12:15 | Report Abuse

Bro James, you are wrong again..
Pity you for miss out Nvidia boom

Posted by James_Bond > 2024-07-03 16:16 | Report Abuse

Hello Bro Pang. I m lazy to speak to you because you r such a pathetic person that always steal people thunder! Gosh!

Posted by James_Bond > 2024-07-03 16:18 | Report Abuse

Everyone knows that I bought Pie below 3! You bought way higher and chase pie above 7 till SC issued UMA to Pie. Since then, due to your insanity, pie dropping miserable to 6.27! Gosh!

Posted by Jack888 > 2024-07-12 09:53 | Report Abuse

Testing buy a bit hope it will move higher soon.

Posted by James_Bond > 2024-07-22 11:45 | Report Abuse

Be informed that I m disposing PIE 6.00-6.12…

Posted by James_Bond > 2024-07-22 12:11 | Report Abuse

Time to take profit from Malaysia market due to Trump effect — to make America Great again!

Posted by James_Bond > 2024-07-22 12:36 | Report Abuse

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-earnings-07-17-2024/card/trump-s-taiwan-comments-fuel-tsmc-stock-selloff-jCO4IsuWjpYQdRD7jKUt

Posted by tahansan > 2024-07-30 15:36 | Report Abuse

來了!

Posted by James_Bond > 2024-07-31 12:12 | Report Abuse

Many investors pm me to help them as they faced massive paper loss in PIE. I decided to buy back PIE to help the needy. Thanks!

Posted by James_Bond > 2024-08-01 05:52 | Report Abuse

Nvdia up 12.81%!

Posted by James_Bond > 2024-08-01 11:18 | Report Abuse

Please be informed that I would slowly disposing PIE due to uncertainty ahead especially Middle East tension.

Posted by James_Bond > 2024-08-01 11:33 | Report Abuse

https://www.nytimes.com/2024/07/31/world/middleeast/iran-orders-attack-israel.html

Posted by pang72 > 2024-08-05 08:24 | Report Abuse

52wksow is $2.60
You got 50% to drop

Posted by James_Bond > 2024-08-05 11:20 | Report Abuse

Nvdia pre market crashing to below 100 per share!

Posted by James_Bond > 2024-08-08 14:34 | Report Abuse

Nvdia pre market crashing to below 98 per share!

Posted by James_Bond > 2024-08-08 15:17 | Report Abuse

This might be the escape window… good luck…

Posted by James_Bond > 2024-08-08 15:44 | Report Abuse

Nvdia, the champion of the magnificent 7, has been dropping without any reason behind?! Time to wake up, dude!

Posted by tahansan > 2024-08-14 19:52 | Report Abuse

GB200 to deliver on time in Q4...
https://www.youtube.com/watch?v=dDdWaEjzBME

Posted by tahansan > 2024-08-15 16:24 | Report Abuse

https://www.digitimes.com/news/a20240815PD203/nvidia-foxconn-2024-revenue-development.html

Posted by sten_still > 2024-08-20 15:08 | Report Abuse

another opportunity coming

Posted by tahansan > 2024-08-22 12:21 | Report Abuse

One of clearest in terms of earnings visibility looking through 2025, management even announced the orders:
https://www.klsescreener.com/v2/announcements/view/6871321
The lack of volume is probably due to:
a) lack of coverage by brokers
b) a small share base - 384m, little floating shares in the market
c) unexciting revenue and profits in the past
Once plant 6's server revenue kicks in, the stock price should reflect the greater fundamentals as revenue size will be doubled or more, not many companies can deliver double revenue by next year..any dips should be opportunities to nimble.

Posted by tahansan > 2024-08-28 12:29 | Report Abuse

Foxconn quells rumors, confirms on-schedule production for major client:
https://www.digitimes.com/news/a20240827PD211/foxconn-production-shipments-apple-nvidia.html

Posted by tahansan > 2024-08-30 15:42 | Report Abuse

來了~

Posted by James_Bond > 2024-09-04 06:44 | Report Abuse

Nvdia plummeted near 10% overnight! Post market, has been continuing in such downtrend… keep cash and stay away!

Posted by tahansan > 2 months ago | Report Abuse

Blackwell全面趕工!黃仁勳掛保證第4季出貨 直言晶片太夯但供應有限 客戶搶不到"比較激動" ->
https://youtu.be/Sq0WbpV4k9A?si=oiNT-EZxm9jn7E3B

Posted by James_Bond > 2 months ago | Report Abuse

Be informed that I closed my short on PIE. Thanks for the profits!

Posted by tahansan > 3 weeks ago | Report Abuse

來了~!

Posted by James_Bond > 3 weeks ago | Report Abuse

Trump will ensure all nvdia/ intel/ AMD chips manufactured in USA rather than in other countries!

Posted by James_Bond > 3 weeks ago | Report Abuse

Previously QR profit near 30million, now down to 8 million… Trump effect coming soon to hunt “company stealing US tech”… You should know what to do next…

Posted by James_Bond > 3 weeks ago | Report Abuse

You think PIE will get away from MAGA? Don’t be silly!

Posted by ocbc > 3 weeks ago | Report Abuse

TSMC will sure stay in Taiwan bcu unable to relocate to US due to its supporting industries , US will have to support Taiwan or else no <4nm chips for US !

Posted by James_Bond > 2 days ago | Report Abuse

Wrong concept, ocbc!

You just need extreme ultraviolet lithography (EUVL) photolithography machines to manufacture advanced chips <3nm. This EUVL mainly provided by ASML company. ASML could deactivate all EUVL remotely in case China invaded Taiwan to secure those EUVL for advanced chip production.

ASML can deploy the EUVL anywhere and assign ASML stuff to run the machine for chip making. ASML doesn’t implement this because ASML already filthy rich and profitable with selling and supporting these EUVL machines.

Please read and study before you comment! Don’t trust hearsay or bullsh*t from online stock guru!