P.I.E. INDUSTRIAL BHD
KLSE (MYR): PIE (7095)
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Last Price
6.11
Today's Change
-0.07 (1.13%)
Day's Change
6.04 - 6.14
Trading Volume
158,800
Changes
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Discussions
7 people like this. Showing 50 of 1,738 comments
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!!
2024-06-18 17:48
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...
2024-06-18 17:50
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
2024-06-18 17:51
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
2024-06-19 10:53
Where is bro James... Not in pie?
Hihi..
Then good... He miss the greatest tech stock rally as usual
2024-06-19 11:47
The next wave is set off rally after bro James selling all technology stocks..
Thanks you bro james
2024-06-19 11:48
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
2024-06-19 11:55
Calvin, pie is Mfg nvidia server for data center.
Of course, the hdds are bought from WD or Seagate to assemble to the server
2024-06-19 13:07
BTW, my hdds stocks notion and DUFU are doing very well..
You can continue your hard sell in hdds..
It is in recovery trend
2024-06-19 13:21
Hello Bro Pang. I m lazy to speak to you because you r such a pathetic person that always steal people thunder! Gosh!
2024-07-03 16:16
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!
2024-07-03 16:18
Time to take profit from Malaysia market due to Trump effect — to make America Great again!
2024-07-22 12:11
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!
2024-07-31 12:12
Please be informed that I would slowly disposing PIE due to uncertainty ahead especially Middle East tension.
2024-08-01 11:18
Nvdia, the champion of the magnificent 7, has been dropping without any reason behind?! Time to wake up, dude!
2024-08-08 15:44
GB200 to deliver on time in Q4...
https://www.youtube.com/watch?v=dDdWaEjzBME
2024-08-14 19:52
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.
2024-08-22 12:21
Foxconn quells rumors, confirms on-schedule production for major client:
https://www.digitimes.com/news/a20240827PD211/foxconn-production-shipments-apple-nvidia.html
2024-08-28 12:29
Nvdia plummeted near 10% overnight! Post market, has been continuing in such downtrend… keep cash and stay away!
2024-09-04 06:44
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
2024-09-12 19:41
Trump will ensure all nvdia/ intel/ AMD chips manufactured in USA rather than in other countries!
1 month ago
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…
1 month ago
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 !
1 month ago
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!
2 weeks ago
Quantum computing chips by google, manufactured in Santa Barbara, NOT TSMC! Too bad for TSMC!
1 week ago
Wow, Quantum computing chips!
Please watch and get enlightened!
https://youtu.be/W2piM1I05A4?si=Gr7vBl7xsWXKOhZ-
1 week ago
China targets nvdia for anti trust probe!
https://apnews.com/article/nvidia-china-antitrust-monopoly-investigation-chipmaker-bf2dfae0a2f6a83a64b46239f86a4173
1 week ago
"鴻海攻主權AI 廣宇帶頭衝 檳城新廠可望承接集團相關訂單"
鴻海集團搶主權AI商機，內部分工藍圖浮現，透過母雞帶小雞模式，旗下廣宇（2328）率先出線衝鋒，承接部份區域性主權AI訂單。廣宇擁有區域製造優勢，其中，位在馬來西亞檳城新廠剛落成，占地五層樓、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。
廣宇內部目標，AI伺服器營收占比要衝25%，相關產品毛利率不錯，可望同步推升獲利增長。
鴻海集團旗下多家企業10日與法人舉行閉門法說會，AI相關訂單動態與集團分工成為焦點。與會法人透露，現場最勁爆的消息，不是先前已炒一波水冷題材的鴻準說了什麼，而是老牌連接器廠廣宇釋出開始跨足AI伺服器代工、而且還要透過東南亞產能優勢避開地緣政治紛擾，與鴻海集團一起搶主權AI商機的訊息。
與會法人透露，廣宇高層在現場說明，廣宇的AI伺服器訂單，不是與鴻海競爭搶單，而是以「互補分工」的形式進行，「鴻海本身量體大，要處理超大咖客戶，廣宇則協助處理一些鴻海無法分身承接的訂單，不要被同業搶走。」簡單說，就是整個鴻海集團要「一網打盡」所有AI商機。
鴻海集團目前在AI伺服器製造領域，主要由鴻海旗下工業富聯負責四大雲端服務供應商（CSP）客戶，包括亞馬遜AWS、微軟、Google與Meta等；至於部分中小型客戶，例如區域型的主權AI伺服器，則由廣宇組裝。可以看出，鴻海集團正以母雞帶小雞的方式，全面網羅大中小的主權AI訂單。
隨著主權算力興起，廣宇因具備東南亞海外產能，並具有伺服器主機板（L6）到伺服器組裝（L10）供應能力，在川普即將上台，美國持續加強貿易壁壘下，歐美、 大陸客戶紛紛找尋海外產能因應。
廣宇為轉型AI伺服器組裝，在檳城打造占地五層樓新廠、超過5,000坪廠房，已有客戶來包產能，後續還要找地擴產，成為集團承接各地主權AI訂單的奇兵。
廣宇今年持續送樣AI伺服器相關產品，已獲得大陸一線大客戶訂單，將於2025年組裝量產伺服器和交換機，出貨海外主權算力需求，後續尚有約兩到三家歐美客戶可望加入，將成為未來該公司重要營收成長動能。
鴻海高度看好主權AI發展，董事長劉揚偉之前表示，隨著地緣政治的緊張關係愈演愈烈，大家聽過主權AI，未來將聽到主權伺服器，也就是說當地國家的伺服器會在當地製造，因為當你談到主權AI，有許多跟國家非常機密的資訊在裡面，這些AI相關的軟體是跑在AI伺服器裡面，雖然伺服器是硬體，但是也變得非常機密，也要確認它的安全性，這將是未來發展的方向。
1 week ago
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CS Tan
4.9 / 5.0
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....
pang72
HEXCAP is not my taste...
You can enjoy yourself
2024-06-18 17:42