Posted by Cakes Moon > 2024-02-04 13:19 | Report Abuse

Penta is having its international unit listed on Hong Kong.
Better stay away as Hang Seng & China A50 are on long term downtrend, sanction by the Western countries.

Posted by INVEST_AA > 2024-02-05 19:54 | Report Abuse

Public Investment Bank maintains ‘overweight’ call for tech sector on upbeat outlook

Public Investment Bank Bhd (PIVB) has maintained an "overweight" call on the technology sector, following various upbeat outlook reports for global wafer capacity, semiconductor sales, equipment orders and personal computer (PC) sales.
In a note, the research bank said it is increasingly confident that the global technology downcycle has bottomed out.
"Malaysian players have started seeing the spillover effects from the intensifying United States (US)-China trade sanctions, as more technology-related investments are pouring into Malaysia, while some Chinese players are considering passing some chip-packaging orders to Malaysian peers.

PIVB noted that in a bid to diversify the supply chain and hedge risks against intensifying US chip export and chip-making equipment controls, a growing number of Chinese semiconductor design companies are tapping on Malaysia’s advanced chip-packaging services to assemble a type of graphic processing unit (GPU) that can be used in AI training.



https://theedgemalaysia.com/node/699790

Posted by Xcalibre > 2024-02-22 19:20 | Report Abuse

AI and semiconductor stocks surge after Nvidia's earnings beat!


https://www.cnbc.com/amp/2024/02/22/ai-and-semiconductor-stocks-surge-after-nvidias-earnings-beat.html

Posted by Xcalibre > 2024-02-22 19:20 | Report Abuse

Artificial intelligence and semiconductor chip stocks rallied after U.S. chip design firm Nvidia beat Wall Street's expectations for fourth-quarter earnings and revenue on Wednesday and projected "continued growth" in 2025 and beyond.

Posted by Xcalibre > 2024-02-22 20:00 | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by Xcalibre > 2024-02-22 20:00 | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by Xcalibre > 2024-02-22 20:00 | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

Posted by Xcalibre > 2024-02-22 20:00 | Report Abuse

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by SyahSyah > 2024-02-24 14:13 | Report Abuse

naik balik

Posted by SyahSyah > 2024-03-06 19:26 | Report Abuse

boleh beli dekat 0.3X

Posted by Michael Kwok > 2024-03-13 00:02 | Report Abuse

Sell call penta 4.26
Resistance 4.35
If no break by next week then a downward trend
13/3/24 10.55pm

Posted by zaleha > 2024-03-18 09:39 | Report Abuse

buy ?

Posted by Tanleechoo > 2024-03-22 12:06 | Report Abuse

This co keep so much cash n stingy on dividend..n share price not really explosive..

Posted by SyahSyah > 2024-04-04 20:46 | Report Abuse

boleh tahan lagi..ceh

Posted by neohts > 2024-04-23 15:49 | Report Abuse

Why today down so much ?

Posted by gooman > 2024-04-30 08:21 | Report Abuse

China rolls out subsidy scheme to boost domestic semiconductor industry and counter US restrictions
https://www.gizmochina.com/2024/04/29/china-rolls-out-subsidy-scheme-to-boost-domestic-semiconductor-industry-and-counter-us-restrictions/#:~:text=News-,China%20rolls%20out%20subsidy%20scheme%20to%20boost,industry%20and%20counter%20US%20restrictions&text=Beijing's%20local%20government%20has%20introduced,lessen%20reliance%20on%20foreign%20tech.

Posted by SyahSyah > 2024-04-30 19:50 | Report Abuse

dong kiang.......

Posted by kritikos > 2024-05-09 23:01 | Report Abuse

penta results out "Pentamaster’s 1Q earnings fell 8.9% amid lower contributions from automated test equipment" https://theedgemalaysia.com/node/710978
revenue up but earnings still down. hmm, so is the notion that things will be better for semicon in 2nd half still true??

Posted by gooman > 2024-05-10 22:25 | Report Abuse

TSMC’s April Sales Jump 60% on Sustained Demand for AI Chips

Results signal a recovery in the consumer electronics sector
TSMC’s board approved a cash dividend of NT$4 per share
https://www.bloomberg.com/news/articles/2024-05-10/tsmc-keeps-sales-growth-up-in-april-as-ai-drives-60-jump?embedded-checkout=true

Posted by Skywalker00 > 2024-05-10 22:59 | Report Abuse

Look la at the PE . If you don’t believe in PE , just look at their earning trends if it’s worth the investment. Frankly I also not sure although in this industry for 35yrs.

Posted by Tanleechoo > 2024-05-11 16:21 | Report Abuse

And dividend is stingy.. last time someone did said u wan high stk price or high div when the stk price was quite high ????really not worth invest in this co now compared last time???

Posted by zoizai > 2024-05-17 09:59 | Report Abuse

Another ex penta boss counter will goreng soon - AIMFLEX

Posted by BitcoinTotheMoon > 2024-05-20 11:19 | Report Abuse

tesla invested in penta for the robot arm?

Posted by MULTIEVER > 2024-05-21 18:16 | Report Abuse

🤣🤣🤣

Posted by gooman > 2024-06-07 21:30 | Report Abuse

China’s Exports Surge More Than Expected in Economic Boost

Exports climbed 7.6% last month, beating economist forecasts
Slow growth in imports points to weak domestic demand
https://www.bloomberg.com/news/articles/2024-06-07/china-s-may-exports-surge-7-6-in-boost-for-economy

Posted by pang72 > 2024-06-12 18:23 | Report Abuse

Legacy tech PENTA up as well!

Posted by AlphaInvestor > 2024-06-28 09:03 | Report Abuse

Initiate coverage with BUY and a TP of MYR6.16, 25% upside with 0.4% FY24F yield. Our TP is pegged to 33x FY25F P/E (at +0.5SD from the 5-year mean) and includes a 2% premium, based on its ESG score of 3.1. We are optimistic about Pentamaster Corp's near-term earnings potential, driven by heightened demand in the factory automation solutions (FAS) segment and the recovery in the semiconductor space in the early upcycle, which should boost its automated test equipment (ATE) unit.

From RHB

Posted by gooman > 2024-07-03 23:16 | Report Abuse

https://theedgemalaysia.com/node/717664

Posted by gooman > 2024-07-05 10:35 | Report Abuse

PHLX Semiconductor index was up 1.92 percent yesterday.

Posted by gooman > 2024-07-05 13:46 | Report Abuse

https://www.trendforce.com/news/2024/07/05/news-samsung-anticipates-q2-profit-to-soar-on-ai-demand-with-a-15-fold-increase/

Posted by gooman > 2024-07-05 22:37 | Report Abuse

According to its financial guidance announced on July 5th, the semiconductor giant projects its operating profit to grow more than 15-fold YoY to 10.4 trillion won (USD 7.5 billion) in its preliminary results for the April-June quarter, outstripping market expectations.

Posted by swissvillage > 2024-07-06 09:28 | Report Abuse

Intel and LG bypass Vietnam for billion-dollar projects: Analyzing the reasons
Foreign corporations such as Samsung, Intel, and LG have surveyed Vietnam for potential investment but ultimately decided to invest their billion-dollar projects in other countries.

Notable cases include LG Chemical, which proposed a battery production project requesting 30% cost support from Vietnam but later moved to Indonesia. Intel proposed a $3.3 billion chip production project, asking for 15% cash support, but ultimately chose Poland. Austrian semiconductor company AT&S also surveyed Vietnam but decided on Malaysia due to unmet support requirements and a lack of available high-tech labor.
https://vietnamnet.vn/en/intel-and-lg-bypass-vietnam-for-billion-dollar-projects-analyzing-the-reasons-2298787.html

Posted by gooman > 2024-07-07 22:17 | Report Abuse

Chinese, Indian Stocks Favored Over Japan in Asia’s Second Half

Survey shows an investor preference for the region’s EM giants
Strategists see Asian equities outperforming US to year-end

Equities in China and India are being touted as potential outperformers in Asia in the second half of the year as investors flock to emerging-market themes.

About a third of 19 Asia-based strategists and fund managers surveyed informally by Bloomberg News said they see Chinese stocks outstripping most over the next six months. A similar number picked India as their top bet while Japan was a distant third.

https://www.bloomberg.com/news/articles/2024-07-06/chinese-indian-stocks-favored-over-japan-in-asia-s-second-half?embedded-checkout=true

Posted by gooman > 2024-07-10 11:38 | Report Abuse

Markets in Focus: Currency Risk Higher for Global Equity Investors
https://www.msci.com/www/blog-posts/markets-in-focus-currency-risk/04783398091

Posted by gooman > 2024-07-10 11:38 | Report Abuse

Singapore Stocks Head for Six-Year High on Earnings Potential

Major bank stocks have risen to record highs in recent weeks
Second quarter earnings season to begin at the end of July
https://www.bloomberg.com/news/articles/2024-07-10/singapore-stock-benchmark-heads-for-2018-high-on-earnings-hopes

Posted by ivanlau > 2024-07-11 22:15 | Report Abuse

Frankly speaking , pentamaster Hong Kong now super undervalue .........

Posted by Souljaboiiii > 2024-07-28 14:01 | Report Abuse

Short term pain, long term gain.
Penta has two listed entities, one in bursa and another one in HKEX.
HKEX Penta is dirt cheap, while Penta Bursa is dipping non stop.
Based on my experience, usually stock price will correct itself to a reasonable level before the QR release. For companies like Penta, I am not surprised if the market makers already know what's the Q2 FY2024 revenue/profit before the official release. My instinct tells me that the upcoming QR release is not as good as the market anticipates. This can be attributed by global automotive weakness amidst of oversupply of EV especially in China. However, we all know that the upcoming 720k sqr feet campus located at Batu Kawan is the next big thing for Pentamaster. They already mentioned since year 2020 that their new campus is to cater for medical division.

We can find a few companies that are operating in the same sector as Pentamaster for comparison. For their automotive SiC burn in test solution, AEHR test system is the best peer to peer comparison that we can find. For those who doesn't know what burn in does, it essentially is an extreme process to test how durable is the silicon (chip). The equipment will drive high voltage & current or increase the temperature to an extreme level to test whether the chip can sustain. It is a very important process for automotive chips since they must be very reliable to avoid accident occurs due to semiconductor malfunction.

Posted by Souljaboiiii > 2024-07-28 14:15 | Report Abuse

Besides that, Pentamaster also have a broad range of test solutions for semiconductor/electro-optical division. However, their focus is no longer on providing solutions for consumer electronics but rather automotive, industrial and medical which is very strategic since the semiconductor industry growth is driven by these three sectors. As an investor, I like consumer electronic companies when the economy is good, because many consumers like us have the spare cash to purchase great electronic products.

For their medical division, they are providing automated assembly solutions to medical devices companies. I have no access to who's their customers but I believe companies like Boston Scientific, B braun, Abbott and smith & nephew that have manufacturing facilities in Malaysia is one of Penta customers. Hence, it's essential to see what's their performance to gauge how much capex that they are allocating to purchase equipment for better manufacturing efficiency. I believe since they are doing pretty well, hence Penta will also do very well. Keep in mind that this is a recession proof industry.
Besides that, Pentamaster MediQ is also making effort to produce one time use product that can be used in the medical industry. I don't anticipate an astronomical growth since it is still a startup company, but I hope that they can contribute some to the top and bottom line in the future. I believe we can refer to how the market values Umedic to gauge how lucrative is this industry in Malaysia.

Posted by Souljaboiiii > 2024-07-28 14:20 | Report Abuse

As an investor, if we focus too much on calculation, we will lose out a bunch of opportunities. Their performance might be bad in the upcoming quarters (it can be 1 - 2 quarters before the growth restarts), but it is worth to invest in this company. I truly believe that in order to outperform the index, retail investor like us have to bet heavily on the best idea that we have.

This is not a buy/sell call post, please consult your legal financial advisor for investment decision.

Posted by neohts > 2024-07-29 12:32 | Report Abuse

Should take profit first and waiting for next round.

Posted by EatCoconutCanWin > 2024-08-01 17:21 | Report Abuse

Good result

Posted by neohts > 2024-08-02 14:01 | Report Abuse

https://theedgemalaysia.com/node/721328

Pentamaster's 2Q profit drops 16% as sales volume dips in automated test equipment business

Home
Pentamaster's 2Q profit drops 16% as sales volume dips in automated test equipment business
Tech
Pentamaster's 2Q profit drops 16% as sales volume dips in automated test equipment business
By Syafiqah Salim / theedgemalaysia.com
01 Aug 2024, 07:30 pm

main news image
KUALA LUMPUR (Aug 1): Pentamaster Corp Bhd’s (KL:PENTA) second-quarter net profit fell 15.87%, as its biggest revenue contributor — the automated test equipment (ATE) segment — recorded lower sales volume, higher employee expenses, provisions for slow-moving inventories, and research and development expenditure for certain projects.

The group's net profit for the quarter ended June 30, 2024 (2QFY2024) dropped to RM19.9 million from RM23.65 million in 2QFY2023, while revenue dipped 3.11% to RM171.37 million from RM176.88 million.

Posted by Markv572421 > 2024-08-02 17:00 | Report Abuse

Nice Penta ...drop drop more become useless company !!!

Posted by Willtolive > 2024-08-02 17:27 | Report Abuse

Hold this growth stock

Posted by Markv572421 > 2024-08-03 14:26 | Report Abuse

Hold to lose ???

Posted by Souljaboiiii > 2024-08-04 09:53 | Report Abuse

Their medical assembly solution saved their a** again. Penta is the only listed one in Malaysia that makes assembly equipment for medical industry at this scale. I believe if there's a recession in the US, the contraction of medical industry is inevitable, although this industry is well known as an industry that is recession proof. They will reduce the capex to survive through the storm as well, hence it is not looking good for Penta in the short term. However, Penta is very aggressive when comes to seize new opportunities, for example medical, renewable energy and more. Their diversification strategy is the correct strategy to mitigate downturn of one of their core competency. I will continue to invest in Penta (not MY but HK) due to the cheap valuation there.

Posted by Chellons > 2024-08-05 10:14 | Report Abuse

Anyone this its good entry?

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

will buy if go below RM4

Posted by gooman > 2024-08-16 08:40 | Report Abuse

Semiconductor ETFs, including SOXX and XSD, surged by 4.8 per cent and 5.4 per cent respectively. Industry leader Nvidia surged 4 per cent, whilst Broadcom and Monolithic Power Systems grew 5.4 per cent and 6.7 per cent respectively.

Posted by gooman > 2024-08-20 11:45 | Report Abuse

PHLX Semiconductor Index was up 1.86 percent yesterday