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1. Energy Sector (pass few year Dnex no doing well, with recent acquisition & high oil price with new management Robert Fisher, it should be generating good profit)
2. Silterra – With high demand, hope Dnex could ramp up the capacity. Look optimistic with Foxconn and CPG in place. Dnex should be making good profit with high value of contract on hand.
3. NSW (trade facility), not much to worry should be remain money generator and monopoly by Dnex, after MCO the profit should be return to normal.
4. Submarine - potential new project coming as Dnex only vendor in MY. Dnex should be able to continue expand this as not much competitor in this area.
5. RFID / VEP - With Border open for SG, hopefully Thailand soon, revenue should increase
6. Other IT project & system maintain for MOF. Pass few year Dnex not doing so well in this sector, with the government digital roadmap and initiative, hope Dnex could get some part of it and turn around, at least not making loss i think should be good enough for Dnex.
Fundamental remain very solid. As Dnex need fund to execute the Silterra and the acquisition, there are multiple PP had been issued + warrant conversion, that causing high number of tickets out there and share price kind of stagnant, in fact the market cap for company had been growing rapidly this year.
Next is wait for more solid earning proved by Dnex to attract more fund manages/EPF / foreign fund to start investing this, then hope the price will be more stable and going up.