SEA BOBO's comment on MI. All Comments

SEA BOBO
7 Like · Reply
因为Adama这个网友,让我开始研究起MI。虽然以前公司一直在业绩上起浮不定,但是公司积极成长是无可否认的事。以前的展望热爱画饼,但如今管理层的展望变得十分诚实,而我觉得这种态度是难能可贵的。MI有两个部门,一个是equipment,一个是material。从material说起,solder ball的确是用在CoWos 2.5D封装里所需要的material。Accurus也是其中一家主要supply solder ball给CoWos产业链的Taiwan公司。如今accurus在台湾跟中国都有据点,而在中国的厂房如今正在扩展,相信以后会能创造更多营业额。
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馬拉ck
Buy msia tech really buy in dip dip. If not u need eat sell down first
2 Like · 3 weeks · translate
PRODVESTOR
normal guy like us , we need to sell this stock or another stock in order to buy in for another stock . did you see him selling penta shares for another venture ? Nope , he is a man with bullets , industry people respect and salute him
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2 Like · 3 weeks · translate
PRODVESTOR
To be honest , do you think penta can achieve the achievement now if without him ? penta dropped from 2003 Ipo @1.40 to a mere 2 sen before he came in 2016 , check the quarter before and after he came in , price surge more than 10,000% , balance sheet becomes clean , and penta achieved new milestone from 2016 onwardsb
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2 Like · 3 weeks · translate
PRODVESTOR
he resigned during penta peak 's financial and share price in 2021, all these are facts
2 Like · 3 weeks · translate
PRODVESTOR
We need to study a lot and understand more to invest in Bursa . Penta connections with Chuah are still closely linked : LFE profit is mainly generated from penta campus 3 expansion .
2 Like · 3 weeks · translate
PRODVESTOR
Industry people know NationGate and L&P are close relative too , but check on their relationship , not close tight , Natgate owner stands with UWC but not with L&P , L&P profits are still mainly from First Solar .
2 Like · 3 weeks · translate
PRODVESTOR
Natgate owner doesn't support his own family either , but support fully to UWC , why ?
2 Like · 3 weeks · translate
SEA BOBO
@derrick
You're very good... These info are not able to be found from the QR nor AR... Thanks for the info xD
Mind to share why Natgate founder supports UWC instead of L&P?
2 Like · 3 weeks · translate
PRODVESTOR
Men drinks one glass whisky, then becomes brother already
3 Like · 3 weeks · translate
PRODVESTOR
Just FYI , L&P and Alpha are family members also
2 Like · 3 weeks · translate
PRODVESTOR
If Chuah opens mouth to jio his penang semicon kaki / property kaki , aims will fly to moon . Do you know Inari Kc lau , greatech boss and Chuah is like brother also haha
3 Like · 3 weeks · translate
PRODVESTOR
@SEABOBO Go and read Penta 2016/2017 AR and compare with aims Top 30 shareholders now , see what you can find XD
3 Like · 3 weeks · translate
PRODVESTOR
Scomnet boss also kakilang with him , see if you can find
3 Like · 3 weeks · translate
Michael Saw
Derick, all these Penang lang gang right? Luster ok bo chuah empire haha
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PRODVESTOR
Luster is only a free holding company , there's nothing more , don't focus the wrong thing XD
2 Like · 3 weeks · translate
PRODVESTOR
Yes , exactly , penang lang gang , need to study their connection and the link .
2 Like · 3 weeks · translate
Michael Saw
ok bro.....but got 73m cash price 0.06cent
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Michael Saw
Derrick why U said so?
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Michael Saw
Dato Ng also part of the gang I guess
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PRODVESTOR
Read and digest what I wrote XD , life is about the decision that we made
2 Like · 3 weeks · translate
Michael Saw
Alright will spend some time studying this interesting topic next week. thx for sharing
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PRODVESTOR
@SEA BOBO study about the subsidiary they acquired in 2023 and see what you can find in common .
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PRODVESTOR
One of the subsidiaries is doing what Coraza is doing
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PRODVESTOR
Chuah brothers have well planned in every of their decisions, including the M&A . Do you know why owin and uniontech ?
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PRODVESTOR
Both of the bad news have made Shariah funds and impatient punters fully exit. Question : who is the buyer of this 150 mil of shares ?
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SEA BOBO
I think part of it is because 'don't let the fat water flow into other pond'... Owin main customers are Penta, Greatech...
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PRODVESTOR
That's one point, but not the main point. Look more on the bigger picture . Hint: 3 of the newly acquired subsidiaries are just beside each other. They have just leased another new plant to , running 24/ 6
1 Like · 3 weeks · translate
PRODVESTOR
The Chuah brothers are super good at piecing things together and running their business smoothly without needing to hype up what they’re doing. They focus on getting the work done rather than promoting it, which is why you don’t hear much about things like silicon photonics being announced. It’s similar to Penta – they didn’t make any noise about their privatisation, and it ended up surprising everyone.
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1 Like · 3 weeks · translate
PRODVESTOR
Some companies like Vitrox / Penta / Frontkn / MPI / United Plantation / QL command higher valuation than the peers due to high integrity , transparent , good reputation of the company 's owner . They don't simply Bullshit like DCHCARE/ Aemulus for thing they can't achieve or haven't done .
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Like · 3 weeks · translate
PRODVESTOR
Chuah hasn't come out to talk anything since the day he took over aims, and many think that they are not doing anything. They neglected the balance sheet , the 3 M&A they did ( M&A is the most difficult thing in business dealing , how to get the right company among all the rubbish ) and the diversification they have made in these years . Dyson was the single and largest customer for istone, contributing more than 80% of the revenue , but less than 30% for now , they have brought in a lot others
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Like · 3 weeks · translate
SEA BOBO
Thanks for your valuable inputs Derrick. I think it's better to talk at here only in the future, just ignore what others said about aim in other threads...
2 Like · 3 weeks · translate
Admiral Adama
It is funny that so many retailers think that it is the big boys who sapu the tickets whenever there is a big volume happens when the price drops, or big boys tend to buy while retailers tend to sell when the price is down.

Too bad the data does not support such claims in general. In fact, the data i gathered during my research proves exactly what financial behaviour and human psychology suggested.
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1 Like · 3 weeks · translate
Michael Saw
play small n test luck with Luster...keep 2 years see can back to 0.2 or not
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Michael Saw
I think I can Luster try 4m loss in Forex, next quarter will be good with Forex gain. New launching landed is selling fast also will contribute in future earning Soo .
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PRODVESTOR
Sea BOBO yes , UWC !!!!
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Michael Saw
All the best to your bet good luck
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SEA BOBO
@Derrick
Hoseh la u, I didn't follow your uwc call
@Adama
I don't think the retailers here have the ability/interest to gobble up all the tickets that were sold by the Shariah funds la... Unless it's his gang la...
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Like · 3 weeks · translate
PRODVESTOR
200% , retailers buy then see not moving then instantly sell back
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PRODVESTOR
Funds can't buy this counter as it is not under coverage . Funds can only buy if there's an analyst coverage
1 Like · 3 weeks · translate
PRODVESTOR
Why did Shariah funds buy at first ? I think mainly they followed Penta time and earned a lot during Chuah time , so they came in first .
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PRODVESTOR
150 m shares , retailers buy 100k also kpkb if drop 1 bids
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PRODVESTOR
his gang are top all top gun in Penang, you can see Scomnet boss name also in AR 2023
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PRODVESTOR
SEA BOBO have you read PENTA 2016 AR and AIM 2023 AR ? Can you see similarity XD
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PRODVESTOR
I think he will be the Stock King in 2025
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SEA BOBO
Mr Ng, the scomnet boss is inside
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PRODVESTOR
Not only that Mr Phuah , his gang who followed him since Penta time , all is inside XD
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PRODVESTOR
His gang from nothing to hundred of millions
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SEA BOBO
Mr Phuah very young only leh... His penta gang very happy lor
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PRODVESTOR
Not young , already 44 . They have earn multi millions from Penta . From my research , he bought in 2016 when Chuah in and sold at 2021 time ( no more name ) in AR , just count how many millions their gang made
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PRODVESTOR
I believe you can see more names coming in next year AR 2024
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PRODVESTOR
This will help them to break through to the next level , I strongly believe next year will be their year .

Based on my study , their machine is so advance that the only competitor is in Germany : Ficontech , cost is 50% cheaper . They have registered IP on this new cutting edge technologies, one machine is around RM 1.2 - 1.5 mil
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1 Like · 3 weeks · translate
PRODVESTOR
This marks their first AIM product , margin could easily go up to 30%
1 Like · 3 weeks · translate
SEA BOBO
Bruh, thanks for all ur info... I'm more convicted to hoot some more hahaha
1 Like · 3 weeks · translate
PRODVESTOR
No problem, buy at dirt cheap price , focus on those stock can can goes up multi fold and limited downside risk
1 Like · 3 weeks · translate
Michael Saw
Derrick, how do U know that the factory is running 2 shifts for 6 days? confirm?
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Michael Saw
coraza margin very low. this kind of business want to make 30% not that easy
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Michael Saw
want to make 30% margin unless supply n demand in balance or else very high to sez such a scenario.
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SEA BOBO
Micheal... I believe owin is part of the supply chains of aimflex, and the core reason to acquire this company is to become an integrated supplier of automation machines to the big boys... Correct me if I'm wrong Derrick.
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PRODVESTOR
Owin is doing sheet metal , and uniontech is doing system integration . They can help in the supply chain to manufacture their own machine : Silicon Photonic .
1 Like · 3 weeks · translate
Michael Saw
thx for the info but honestly to achieve 30% is not an easy thing unless it is in the niche segment. Im in Luster edi hopefully Aimflex is doing well. Good luck
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SEA BOBO
Btw... US is investigating why the Nvidia GPUs are appearing in China despite the export ban... Will Natgate/PIE kena? Haha
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PRODVESTOR
Natgate is doing for Huawei also haha
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Michael Saw
US really 霸道哈哈
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PRODVESTOR
Owin is like a mini uwc , can't mention coraza as coraza is not financially strong , speculative play
1 Like · 3 weeks · translate
Yong Hao
mi doing a good rebound from ma20
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PRODVESTOR
Merry Christmas @SEABOBO and everyone here .
Like · 2 weeks · translate
SEA BOBO
Merry Christmas Derrick, Adama, Yong and Michael
1 Like · 2 weeks · translate
Michael Saw
Merry Xmas to all......
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PRODVESTOR
SEA BOBO , Aim 's silicon photonic CPO technology has already registered as their intellectual property ( IP )
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SEA BOBO
I think their first equipment in this space is used for optical alignment. Thanks for the info Derrick.
0.15 is really a bargain xD
Like · 2 weeks · translate
PRODVESTOR
It's really a bargain, you can't find any tech company like this in Bursa . Compare it with Edelteq , ECA , Jftech , Coraza , JHm, and many more , then can know the big cap and different
1 Like · 2 weeks · translate
SEA BOBO
Many of the companies that you mention are speculative bets Especially ECA haha...
Not many small cap companies are good in bursa. A good one can easily be a multi bagger...
1 Like · 2 weeks · translate
PRODVESTOR
There's a reason for the bargain price : Chuah doesn't want to meet any industry people ( fund managers and analysts ) , not even a single newspaper is covering aimflex , basically zero discussion .
2 Like · 2 weeks · translate
PRODVESTOR
Indeed , if you look at the FA of these companies , basically like junk foods
1 Like · 2 weeks · translate
PRODVESTOR
ECA / EDELTEQ same gang lol , create fomo for retailers and funds , a lot of funds loss more than 80% in these shares . The same for DNEX
1 Like · 2 weeks · translate
PRODVESTOR
Nothing fascinating about the company 's prospects, but the operator is the expert in psychology, they are pro in creating FOMO for funds/ retailers
1 Like · 2 weeks · translate
PRODVESTOR
Both ECA / EDELTEQ are the same , revenue dropped more than half , ECA did 25 mil fundraising from the IPO , see the balance sheet now =( Edelteq raised 24 mil from IPO , now also gg . Both are purely speculation play
1 Like · 2 weeks · translate
SEA BOBO
Yes, many small caps especially IPO are very dangerous to hold for the long term. They just want to raise funds to do hanky panky stuffs. Very hard to find a genuine founders.
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PRODVESTOR
All scam jobs , even Oppstar / TTV also same. How to find genuine business owner like Chuah / Vitrox / Frontkn ?
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SEA BOBO
Haha hopefully our sh*t talk here won't kena paper...
Ya, many IPO con ppl one, especially a 'perfume' company that has no production line.
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PRODVESTOR
And the warehouse Aluminum IPO
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SEA BOBO
Walao ECA...Operator pull high high bait retailers in, next Monday confirm very hoseh...
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PRODVESTOR
Damn Gerli , too many scammers
1 Like · 2 weeks · translate
PRODVESTOR
MI gogogo , cny angpao
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SEA BOBO
"pa san mou lek" haha
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CBL
yeah, Mi gogogo. Happy New Year Everyone
2 Like · 1 week · translate
PRODVESTOR
Happy New Year , wishing everyone heng ong huat
2 Like · 1 week · translate
SEA BOBO
The upcoming trend is to enable smartphones with various AI capabilities. I think it will benefit the advanced packaging equipment players for the smartphone as the capability of the chips inside has to be improved to cater for AI needs. For example, Apple is demanding its suppliers to improve the battery capacity to cater for AI.
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Like · 1 week · translate
PRODVESTOR
@Seabobo , let's discuss here . What else did you find
Like · Yesterday · translate
PRODVESTOR
Their manufacturing line is generating positive cash flow for them , stable top and bottomline.
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PRODVESTOR
I think we can see something positive in the near term .
1 Like · Yesterday · translate
SEA BOBO
Ur antenna is very very long bro.
As always, thanks for the sharing.
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PRODVESTOR
Deleted too
1 Like · Yesterday · translate
PRODVESTOR
MI good support
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Michael Saw
careful bro.....
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SEA BOBO
Let's wait for tsmc earnings call.
It's the most important event for semiconductor industry.
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Michael Saw
Bobo when ?
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SEA BOBO
16 Jan 2pm Taiwan time.
I think those who sell today will regret on that day, haha.
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Michael Saw
ok bro..anyway MI at this moment is still steady.
Like · 4 hours · translate