Interest rate up or not... all countries are fighting to secure chips supply, and especially with the polarization between Us and China, Malaysia is in good position to benefit from it......
The semiconductor sector continues to be favoured by analysts, especially the outsourced semiconductor assembly and test (Osat) providers.
The Osat companies have got it going with a strong sales pipeline and earnings growth prospect, anchored by their expansion roadmap and robust balance sheet, said TA Securities Research in its latest report.
“We also expect them to continue benefiting from the global structural growth in chip demand, alongside the ongoing acceleration in digitalisation and proliferation of secular technology trends like 5G, artificial intelligence, cloud computing, Internet of Things, robotics and vehicle electrification,” it said.
It maintained its “overweight” stance on the technology sector The star 10 June2022
KUALA LUMPUR (June 14): Global fab equipment spending for front-end facilities is expected to increase 20% year-on-year (y-o-y) to an all-time high of US$109 billion in 2022.
In a statement on Monday (June 13), the US-based Semiconductor Equipment Materials International (SEMI) said this marked a third consecutive year of growth following a 42% surge in 2021.
SEMI in its latest quarterly World Fab Forecast report said fab equipment investment in 2023 is expected to remain strong.
This Counter is dead,, The business is being pulled away by the biggest Snake who started this company,, he open another and pull away all customer,,, ha ha ha ha good for the greedy F*CKPackers...
This Snake is Very Evil minded , this is not the first company he play out,, its his habit , as he is always hungry for more, so he keeps on preying on the near and dear to him.. Snake is a Snake,, Greedy SOB...
Semicon industry news by the edge (4.8.22), analyst opines that Malaysia is expected to benefit from the accelerated trade diversion due to US-China trade tension, as more multinational companies shift their supply chain activities out of China into Southeast Asia
Worst quarterly profit and EPS posted since listed. More revenue than first 2Qs last FY but less profit. Disappointed NTAs are down too but might be just due to selling of inventories.
Positive, at least still profitable. Need to read deeply on the reports later and compare. See why profit is much less than normal.
NP % over the last 4Qs dropped from 17% to 16% so maybe it's not so bad... but not sure how I feel about... feel my money is being stagnant here, nothing attractive really to stay.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Fear Trend
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Posted by Fear Trend > 2022-05-23 14:44 | Report Abuse
as long as semiconductor they will benefit. most resilient company. Good or bad product u still need a tester