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Sandy, thanks for your opinion. Yeah somehow this stock hasn’t reflected on his true value yet. But I have the same view with you which I shall hold for longer term. Let’s wait for the incoming QR.
Its going to be another explosive QR for 3QFY22, said HLIB in their previous analyst report. There were no major factor that can stop DNeX perform better than their forecast. World economy was good at time. Wafer production about 500k a quarter. Crude oil price were about USD95boe or so.
Wafer ASP is around USD500 which is 5x more expensive than crude oil.
copy link below to view HLIB report issued last 25 Mac