Posted by Yusof896 > 2024-01-18 11:41 | Report Abuse

Beratur di rm 3.30 dan tengok boleh dpt tak hari ni ...

Posted by sten_still > 2024-01-19 11:28 | Report Abuse

time bomb is ticking for uwc

Posted by Yusof896 > 2024-01-22 10:59 | Report Abuse

Kenapa UWC is a time bomb, sten_still?

Posted by Xcalibre > 2 months ago | Report Abuse

ASML's 4Q orders triple in sign of semiconductor industry revival.

Jan 24): ASML Holding NV orders more than tripled last quarter from the previous three months, in a sign that the semiconductor industry is resurgent.

Order bookings rose to a record €9.19 billion (RM47.26 billion) in the fourth quarter (4Q) from €2.6 billion in July to September, driven by demand for its most sophisticated machines, Europe’s most valuable technology company said in a statement on Wednesday.
ASML is the only company that produces equipment needed to make the most sophisticated semiconductors, and demand for its products is a bellwether for the industry’s health. Record orders for its top-of-the-line extreme ultraviolet (EUV) lithography machines show optimism among the biggest customers for the technology, including Intel Corp, Samsung Electronics Co and Taiwan Semiconductor Manufacturing Co (TSMC).
Artificial intelligence (AI), which requires massive amounts of computing power, is going to be a “big driver for our business and the business of our customers,” chief executive officer Peter Wennink said in an interview on Bloomberg TV.



https://theedgemalaysia.com/node/698519

Posted by Yusof896 > 2 months ago | Report Abuse

Kwsp sedang kumpul UWC... nampaknya ia bukan satu time bomb

Posted by sten_still > 2 months ago | Report Abuse

Have been investing in uwc since the IPO, their prospect saying may be good but action speaks louder than the words. This term, the ball is not on their side, fundamental fact speaking is weaker

Posted by INVEST_AA > 2 months ago | Report Abuse

It’s the industry phenomenon. Which biz can go up forever right? There is up and down and most importantly it’s the bright future of this industry esp when they r also in life sciences industry..

When down it’s good time to collect. As u can see EPF is collecting..

Posted by newbie8080 > 2 months ago | Report Abuse

@INVEST_AA
There's a company which keeps on growing.
Heard of Microsoft?

Posted by Fabien _the efficient capital allocator > 2 months ago | Report Abuse

PE 100x crazy. wont touch this stock with a ten feet pole. Greatec is better buy

Posted by INVEST_AA > 2 months ago | Report Abuse

This week the edge weekly (5/2/2024) very good article on insights to UWC.

Gists of the article:
Many of their customers from the front end segment have indicated that the semiconductor industry will be seeing a tsunami of orders in 2025. Therefore they are expanding their capacity to cater to their clients growing demand.

They are moving towards advanced packaging which essentially involves embedding the integrated circuit into the packaging. In todays context, the development of artificial intelligence chips relies heavily on advanced packaging.

Most importantly they are involved in front end semiconductor segment which is where the money is. Though now this segment contributes less than 10% of their revenue, but they are allocating 70% of capex for front end and is expecting front end segment to contribute 30-40% of the group top line.
Those who are familiar with semi conductor industry, Front end is rare segment in Malaysia and its lucrative segment. Hence this company will have good potential and bright future.

Posted by INVEST_AA > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/699790

Feb 5): 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.

Posted by newbie8080 > 2 months ago | Report Abuse

@INVEST_AA

Nice article.

But it's regarding the semicon industry in general.

It still take UWC to bid for the job to replenish their dwindling order book.

Hope for the best!

Posted by Shines > 2 months ago | Report Abuse

It is the very high PE that retailers stayed away and waiting for the next qrly announcements. Higher EPS will bring down the PE

Posted by Rocky42 > 2 months ago | Report Abuse

huat more more....pump up up up

Posted by Meshach Mano > 2 months ago | Report Abuse

EPF has been collecting from the announcement. Positive surprise coming soon?

Posted by Xcalibre > 2 months ago | Report Abuse

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

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 > 2 months ago | 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 SyahSyah > 1 month ago | Report Abuse

turun balik sikit, business ada naik

Posted by SyahSyah > 1 month ago | Report Abuse

turun balik sikit, business ada naik

Posted by questra > 1 month ago | Report Abuse

Going to fly TP RM4

Posted by Yusof896 > 1 month ago | Report Abuse

Keputusan keluar minggu ni?

Posted by Jameskk > 1 month ago | Report Abuse

Fast fast sell......will drop seriously. Big investors lari...

Posted by Jameskk > 1 month ago | Report Abuse

Not recommended to buy or invest this company.

Posted by Learner68 > 4 weeks ago | Report Abuse

Judging from its EPS, NTA and number of shares, just wonder the logic/reasons behind the valuation of this company for its current price.

Posted by sten_still > 4 weeks ago | Report Abuse

The time bomb is ticking, waiting for the price to collapse

Posted by EatCoconutCanWin > 4 weeks ago | Report Abuse

Limit down soon.

Posted by pang72 > 4 weeks ago | Report Abuse

T4Q Result: ( EPS: 1.44, P/E: 212.40 )

I am not sure any recovery but
Pe200++ is way too high..

Posted by EatCoconutCanWin > 3 weeks ago | Report Abuse

Uwc business getting hit by higher cost and material price. Order soften. Majority of order is park material for customer first and collect money later. To capture revenue

Posted by newbie8080 > 3 weeks ago | Report Abuse

So sad to see the orderbook remains at rm120million for so many months.
Need to revamp new leadership in UWC to bring the company to new level.

Posted by pang72 > 3 weeks ago | Report Abuse

Be aware of $2.70...
Critical level

Posted by EatCoconutCanWin > 3 weeks ago | Report Abuse

No choice, they invest new company new project but end up....

Posted by Jameskk > 3 weeks ago | Report Abuse

This Company is " lousy" company and " lousy tauke". This share will drop until 0.05sen soon. We heard it some bad news. If you have this share...fast fast sell n throw it in this month. If not u will cry and jump from twin tower 2 times .

Posted by Jameskk > 3 weeks ago | Report Abuse

If You all smart...fast fast throw UWC share . It will be PN 17 company soon n collapsed....later tauke will lari

Posted by BornToSpeculate > 3 weeks ago | Report Abuse

200+ PE and still u guys want it to fly... UWC is not tech company, its a contract manufacturer doing engineering services with CNC machines, metal stamping, etc.

Posted by Jameskk > 3 weeks ago | Report Abuse

UWC directors shareholders ready to run...throw it...later burn body

Posted by Jameskk > 3 weeks ago | Report Abuse

Internal bad news..... UWC directors going to withdraw shares due to huge loss

Posted by Jameskk > 3 weeks ago | Report Abuse

Fast fast throw If not burn whole body....

Posted by Shines > 2 weeks ago | Report Abuse

PE 200 should be temporary, unless they can make high earnings per share

Posted by SyahSyah > 2 weeks ago | Report Abuse

business ada sikit down

Posted by Jameskk > 2 weeks ago | Report Abuse

Got bad news ..this company loss ....will be PN 17...fast fast throw. Share price will drop seriously...lousai

Posted by Jameskk > 2 weeks ago | Report Abuse

Business rugi kuat.....now doing fake report.. later be PN17

Posted by SyahSyah > 1 week ago | Report Abuse

turun harga....

Posted by 8u29song > 1 week ago | Report Abuse

wooow....epf keeps on sapu....

Posted by sten_still > 1 week ago | Report Abuse

40sen coming

Posted by Jameskk > 5 days ago | Report Abuse

Bad news ! UWC has huge loss and going to restructuring...500 workers going to cut.

Posted by Jameskk > 5 days ago | Report Abuse

Fast fast throw UWC share. It will big rain UWC..
Run

Posted by Shines > 4 days ago | Report Abuse

Wah so bad meh, didnt hear anything

Posted by Jameskk > 1 day ago | Report Abuse

Lan jiao Ng Chai Eng

Posted by Jameskk > 5 hours ago | Report Abuse

Fxcker Ng Chai Eng tipu duit

Posted by yongyong88 > 5 minutes ago | Report Abuse

when ignorant losers trying to influence ppl to sell and big institution buying, its time to BUY. It has reached bottom a week ago n time to accumulate...