SEA BOBO's comment on PENTA. All Comments

SEA BOBO
11 Like · Reply
Started to buy pentamaster from 3.3+ all the way to 3.7+
I know penta will be posting a disappointing qr soon, but the price was too attractive to give it a pass. I still have some cash sitting aside waiting for the slump after 7th of November. Let's see what will happen next :)
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PRODVESTOR
privatise penta malaysia also
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SEA BOBO
The hell? They don't want to share profit with us already?!
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Simon Loh
原来是Penta Msia要私有化Penta HK吗?这样大涨的应该要是Penta HK. Penta Msia只是以折价私有化了香港业务。
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SEA BOBO
希望如此咯,privatise penta hk only,毕竟那边的估值便宜到爆。。。penta bursa则留着,那样比较好。。。
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PRODVESTOR
Most likely confirm d, chuah did not deny also
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PRODVESTOR
penta has around 500 mil cash
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NiaSing Wai
私有化对大马Penta有什么好处?
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PRODVESTOR
after privatise Penta HK , then buy a stake in aimflex , penta can get profit sharing
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PRODVESTOR
EPS will up by 30% , penta hk contribute around rm 25 p.a
1 Like · 1 month · translate
SEA BOBO
不可能吧。。。penta bursa的pe那么高,不觉得有低估的可能,所以老板私有化是不太可能啦。。。反而是hkex的估值低到爆。。。
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PRODVESTOR
will penta buy in a stake in aim ? just like how pmetal bought a stake in pmb ?
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PRODVESTOR
Penta only needs to fork out 60 mil cash to buy a 30% stake in aim , in exchange , he can control the 100 mil cash and siph technology
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SEA BOBO
Who has the 30% sharesholding that can offload directly to penta...?
Buying through open market will only rocket the share price which defeats the purpose of buying a significant stake with a discount.
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PRODVESTOR
LFE 's gang and luster gang , they are in Top 10 . I believe Chuah has loaded a lot in these few days when Shariah funds throw down
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PRODVESTOR
They sapu at 0.155/0.160
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PRODVESTOR
Price to Book Ratio ( the lower the better , means undervalue )

AIMFLEX 1.76
MI 1.9
CORAZA 2.06
MPI 2.47
D&O 2.8
OPPSTAR 3.3
PIE 3.65
PENTA 3.86
JFTECH 4.97
NATGATE 5.94
GREATEC 6.51
UWC 6.78
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4 Like · 1 month · translate
SEA BOBO
Frontkn表示。。。
其实好的生意最好是不需要贷款,单单靠自己的现金流就可以扩展。
不需要跟股东要,也不需要跟银行借。除非像pmetal那样,那就different story。。。
其实现金那么多也是因为chuah 08 09 那些年的时候被bankers“下雨收伞”做一单,导致到现在他的作风是不相信bankers。。。
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馬拉ck
難怪agm的時候chuah一直說不停
銀行不可信 下雨收傘
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PRODVESTOR
Yesterday silicon photonics stocks in Taiwan fly to moon
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Captain MY
Malaysia delay always
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SEA BOBO
Be patient....
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Admiral Adama
我买少少来和大家一起玩。你们不要割我韭菜呀。。。
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PRODVESTOR
@adama which stock
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Admiral Adama
aimf..................
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Tiong C.B.
Dama join istone, keke.. i am stone.
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Admiral Adama
Actually i used to bet big after chuah took over the company. I had studied deep on the company so it is not a stranger to me, I even know who is his gang buddy in top30.
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Tiong C.B.
That is rumor for conso the stock for many years. End up still perform like penny stock.
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Admiral Adama
i just opened a very small position only so i couldnt care less. Drop again then i just cut loss.
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SEA BOBO
Wow adama, your Harta almost back to precovid price
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PRODVESTOR
Any news from Penta HK ?
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SEA BOBO
No news yet...
Btw
TSMC told supply chain partners to be prepared to expand production more than 200% within 3-years amid booming AI-related demand, during the TSMC 2024 Supply Chain Management Forum on Dec. 2., media report, adding the announcement is a strong vote of confidence in the future of AI.
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PRODVESTOR
where did you get it ? mind to share the source
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SEA BOBO
I got it from twitter
Search Dan Nystedt
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PRODVESTOR
thank you ,later I see see
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PRODVESTOR
penta got new Ann? Suspend until when ?
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SEA BOBO
No wor, wait til next week ba, patience is virtue
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Tiong C.B.
Penta denied takeover penta Hk
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SEA BOBO
Tmr limit down?
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Tiong C.B.
No gua. Maybe got more interesting annoucement.
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SEA BOBO
Finger crossed
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SEA BOBO
What is so special that they have to suspend their hkex but not bursa one...
@derrick you got receive any rumour on this matter?
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PRODVESTOR
Not that I'm aware of , why can't just release it . so secretive
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PRODVESTOR
@SEA BOBO I buy another block . I this is a super attractive price
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SEA BOBO
Nice, you have conviction... I also think that 0.155 is very cheap actually
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PRODVESTOR
P/B ratio is the important tool that I used to analyse too
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SEA BOBO
P/B is useful when it's dropping like hell haha
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PRODVESTOR
SEA BOBO , see big B 's press release on CPO . I think this could be potential customer for A
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SEA BOBO
Ya, possible also... But I think it's probably going to be the indirect customer la... The whole industry is plowing money into this thing, broadcom just flexed their muscles in this field with prototypes...
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SEA BOBO
In the future, broadcom custom AI chips (ASIC) for the big players are going to be equiped with CPO.
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SEA BOBO
Actually broadcom is a monopoly business... Their gross margin does tell something about this.
ASIC is just a type of semiconductor that does one specific job only. In this case, it might be used to speed up inferencing or training. Because the whole industry is very unhappy with the pricing of Nvidia GPUs, hence everyone is trying to make their own silicon...
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Tiong C.B.
Penta Hk annoucement took so long..
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SEA BOBO
Ya woi... One week ady
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PRODVESTOR
damn long suspension , apa lah
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Tiong C.B.
Chuah management gg
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SEA BOBO
Year end ma... Progress slow a bit it's ok
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PRODVESTOR
Don't know why they suspended if they were not ready with the annc
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PRODVESTOR
breaking 200ma , news coming?
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Chia Ming Teoh
Bro, U rich liao...
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PRODVESTOR
yes sea bobo horseh
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SEA BOBO
Wow... Unexpected pump
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PRODVESTOR
Insiders buy first , I think big news coming , more than 2 weeks
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Chia Ming Teoh
Any announcement soon ?
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PRODVESTOR
I wish to know too , so long edi
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PRODVESTOR
More than 30 jobs opening in PentaMaster , next year is going to be busy for them . Shareholders huat huat
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SEA BOBO
They need to hire a lot for campus 3 business...
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PRODVESTOR
Yes , campus 3 is their next growth phase
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PRODVESTOR
Heard Plexus also awarded some projects to Penta , but lag time is more than 6 months
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R.Y. SOO
Walao Ah!! All the share must be collect by some BIG BIG BOSS!! Today so far only do 20 lots!! If really got the good news coming out, it might be LIMIT UP!!!
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PRODVESTOR
401 back to 411 , strong support , when news come 500 ?
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SEA BOBO
Insider collecting...
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PRODVESTOR
power 4.2 , when news come , I think 5.0
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SEA BOBO
Finger crossed
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R.Y. SOO
老板告诉你 before CNY 你会看到 RM6.00
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R.Y. SOO
他只是问你一句,“敢不敢”
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Sean Teoh
都說幻想往往都是美好的…..哈哈哈哈,沒事,就繼續幻想吧!加油
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PRODVESTOR
penta hk 0.93 -0.94 , congrats holders
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Lim Shaw Thong
congrat BOBO, penta HK privatise at 1 hkd
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SEA BOBO
Thanks all. I was lucky to spot it at the time when the market was depressed.
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Lim Shaw Thong
unfortunately MY price doesn't follow HK gap up
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SEA BOBO
Hk price is guaranteed by the privatisation price ma, Malaysia one needs time la... The investors baru baru saja masuk, long term confirm huat
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PRODVESTOR
already mentioned, IPO in 4 years , their plan
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PRODVESTOR
congrats bobo
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SEA BOBO
Everytime I visit their LinkedIn page, it's hard to ignore that they have been hiring aggressively...
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SEA BOBO
Something is definitely brewing behind the scene... From what I know, Chuah CB is a very aggressive entrepreneur... 事出必有因
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PRODVESTOR
More than 30 job openings . I think it is for their new campus
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SEA BOBO
Yes.
But some of them most likely are hired to cater for their ATE segment (Bayan Lepas main campus)...
One important thing that I learn from this industry is that, nothing is static... You as the management should always invest/bet on the next big thing. Innovation is the only way to survive in this cruel industry...
If you're slow/not innovating any more, you'll end up like Nokia, did nothing but collapsed.
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PRODVESTOR
Yes , they have super investor from Taiwan now . Fy2025 will still be good to them
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PRODVESTOR
They had an exhibition at Japan a few weeks ago . Can they bring in more customers ?
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SEA BOBO
They macam every semicon/medical exhibition will also go, very proactive geh.
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PRODVESTOR
Create more opportunities and networking. Don't like Texchem , lcly
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PRODVESTOR
Strengthening their global appearance and bringing more business . You can sense the difference if you go Penta booth and Texchem booth
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PRODVESTOR
Texchem 's staff are super arrogance, not friendly at all , unlike Penta
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PRODVESTOR
Chuah acquired so much Penta , a hint ?
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SEA BOBO
All the funds are also acquiring like crazy lol bro... Definitely 'something' is going to happen...
From the description, I think chuah is just moving his shares from right hand to left hand only...
But probably you're right, penta is going to acquire a piece of aim...
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PRODVESTOR
What's make you say that ? Are you getting any news ?
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SEA BOBO
Nope bro, speculate je... From my observation, they seems like don't like 肥水流入外人田.
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PRODVESTOR
Let me check some data tomorrow , TGIF now . I have something in mind
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SEA BOBO
Enjoy your Friday night ~
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PRODVESTOR
You too =) Cheers
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PRODVESTOR
Just did some math for Chuah 's Penta cost , it is only less than 5 sen XD. He is still holding close to 10,000% of ROI
1 Like · 1 week · translate