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Black Camp 认为 DNeX 的最坏情况已经过去( Worst is over ) 。从昨天的 Analyst briefing (TP 0.85)
1) Silterra 的利用率将有所提高
2) 该集团最近与富士康签署谅解备忘录，以开发新的 12 英寸晶圆厂以支持其电动汽车业务
3) 该集团与 CGP 仲裁的最新情况。
公司季报
应该很多人都没有细读季报，只是断章取义
1) Tax Liability of RM 252 mil ( 这是可以慢慢拿回的 )
2) 半导体行业复苏和需求上升的早期迹象。随着产能扩张的完成，公司将加强新兴技术的生产，以提高平均售价和盈利能力。
3) IT projects for the Malaysian Government, such as iGFMAS (“Government Financial Management Accounting System”) and the Inland Revenue Board of Malaysia’s tax self-assessment system
4) DNeX 的现金总额
PETALING JAYA: Cloud technology and data centres are important factors in fulfilling the country’s Digital Malaysia aspiration, said communications and digital minister Fahmi Fadzil.
“By 2025, the forecast for Malaysia’s digital economy sees it contributing 25.5% to the gross domestic product and creating half a million jobs,” Fahmi said.
According to market analyst organisation Arizton, Malaysia’s data market centre was estimated to be worth US$1.06 billion (RM4.75 billion) in 2021. It is exp
KUALA LUMPUR (June 7): Dagang NeXchange Bhd (DNeX)’s subsidiary Innovation Associates Consulting Sdn Bhd (IAC) has launched a new cloud-based financial and accounting application for enterprise resource planning (ERP) called the Government Agencies Digital System (EGADS).
EGADS — an accrual-based accounting system — allows for accountability and transparency on the management of public resources, while enabling better financial management by viewing government assets and liabilities, the compan
HLIB believes the worst may already be over for DNeX. It is also wagering on a positive outcome for the ongoing arbitration with CGP and we look forward for a timely update on the potential JV with Foxconn on a 12-inch wafer fab in Malaysia
Age 64? which you study which director and that director history . It is not a great director , resign it is good for Dnex . The director resigned aixiata , Axiata now become a lot better , and now Dnex will getting better . Meaw .
deferred tax 250m already one of the proof , Foxconn and all others companies extension business cooperation .Which not yet included the new Saudi Arab big project , and the ping business . The petrol oil business can sell for 2000m , this company at least worth 4500m , based on this , how much the price can go at the future ? Meaw .
I’m excited to see the momentum is back. High chance to reach 0.85!
US interest rate will stop increase as inflation rate has reduced to 4.1%! Good news to investors!
Now is time to Hoot9e!!!