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Missed the news on 8th Aug 2022. Ministry of Finance(MOF) & MIDA is studying into special incentives for the investment made by DNex and Hon Hai(Foxcomm) from Taiwan. Hope more good news to come. And of course a good QR report.
EPS around 5 cents this quarter, if can sustain the valuation now seems quite attractive, but do note that there is a one off tax reversal this round, normalized EPS should be around 3cents
@Putin, Semiconductor and Oil exploration/production operation has high entry bearer and high value investment. Not like glove or mask. So it is very different.
If collaboration a success, this could be multi-billion assets because high market demand and also higher margin item. This counter may deliver high value, I will hold on as longer term investment
But unfortunately in Malaysia KLSE, don't you people realise that in stock results most of the time does not link to actual companies fundamental machanism ?
Base on The Edge on Tech stock, the tech stock P/E adjusted from 24 to 15. But DNex P/E is only 4.85. At lower P/E of 15 means DNex price should be up to RM2.50. Hence, fund manager should be targeting DNex. Good luck DNexian!
Big opportunity for DNex with the current move by USA to ban semiconductor from China. DNex or Silterra should be the beneficiary. Actually Malaysian semicon and chips producer should benefit from this.