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I will not comment further . If you think that this company has no prospects , you can always buy other companies . There are a lot more companies in Bursa , including the 55 IPOs in 2024 XD
the closer it is to 0.127, the safer it is, Kenny. Old habits die hard as the saying goes. I don't think it will go to the bottom of 0.065 for now. Probably hovers around 0.127 until the next round of story telling - utilizations of the funds; delayed by 48 to 60 months if I am not mistaken.
I agree the fundamental is good, silicon photonic will be hot topic soon, but for now there is no clear trend reversal from technical side. And the period of waiting is uncertain, maybe next qr or maybe next two years. New year is coming and I believe there will be another bullish market coming, come back to this counter the time it starts brewing will be enough
Can accumulate if you can hold for mid-term , just go to another counter if you want fast money . I happen to know a big tech boss is buying too , who knows he will be the substantial shareholder ?
Buy when no one cares, sell when there is a lot of news coverage, and pasar uncle aunties also cheering at it . Till now , not even a newspaper covers about this company . Look at the market cap and FA of other tech players : Jftech , Coraza , Jhm , Edelteq , Eca . What can you see except in these companies' FA ?
Funds will buy heavily when there's a coverage, pushing the price up up up... Usually retailers/punters will buy when the price is high, but not the other way round... When the funds want to exit, media will start to report good news about the company, pushing the price up again then they'll dump their holdings to the 'long term investors'
History always repeats itself , retailers are always the last to join the game =) Not forgetting glove counters too . Retailers only join wherever the counters are HOT or when the share price surge to ATH like the recent BTC / Tanco / Sridge . Who is the casualty for Jan limit down ?
@SEABOBO Have a look at ECA QR, which was just released . What can you say about it ? Funds raised from IPO also gone case , business dropped more than 80% , operating cash flow also in red , but retailers love it . I heard many fund managers bought it at level 9 +
Yes , Edelteq and Eca , retailers and funds managers all at hype , share price crashed more than 60% , same as Dnex also , even Foxconn kena con , stay at RM 0.93
Dnex used to be sibe gungho after the silterra acquisition. It puzzled me because they didnt have the experience in this space but was able to acquire it from khazanah.
They managed to grab all fund managers' and retailers' attention in 2020 , there after Silterra is still in red . Dnex would be in deep shit if not Ping Petroleum
@SEABOBO , Dnex found 2 strong muscle to support their expansion and upgrade in 2021, but they screw it : CGP and Foxconn . They have only 400 mil cash after so many rounds of funds raising, can't even buy EUV machine , how to upgrade their machines and move on to advance logic technologies
Dnex funny la, one EUV machine cost around few hundred million US dollar, I don't think it's possible la. To build an advanced wafer fab factory, you need about 40 billion usd and years of tax exemption from the government...
PhillipCapital research
NatGate while benefited from significant forex gain during the quarter, we gather that headline profit was also affected by various one offs, including RM18m provision made on product liabilities, RM7m product development costs, and RM20m cost of good revaluation.
i completely lost my interest in natgate at current valuation given its shitty profitability. Now they cant even maintain at least 5% gross profit margin and the best part is: 40% of ai server profit goes to non controlling interest!
I used to place a very huge bet on them months before it caught everyone else attentions. In facts it contributed a very big portion of my profit this year. Too bad this kind of result is just too far from my expectations...
“We will focus on undervalued companies that have low gearing with potential to grow, and good management track record said Tan Chong Koay , the founder and chief strategist of Pheim Asset Management Sdn Bhd
The focus will be on companies with low gearing, attractive pricing, rising profitability, good management, and a positive sector outlook, he added.
believe it or not, i even predicted that the company will have huge amount of forex gain even when everyone expect them to have forex loss just like others usd dominated revenue company..
“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.”
Additional to OBO, “Co-packaged Optics” and “Optical I/O” is promising to further shorten electrical paths with highly assembly integration, so that it is possible to deliver even higher bandwidth to ensure better energy efficiency (pJ/bit) and capital expenditure ($/Gbps) over pluggable optics.
All the worldwide big tech companies like Nvidia, Tsmc , Foxconn , Ase , Broadcom, Jabil etc mentioned the importance of this technology , can just google , easily found on website . TSMC even formed a silicon allies with UMC , Mediatek, Vanguard , ASE in Taiwan
None of them. These are just the math of economy that do qualitative analysis which in my opinion it is very much subjective and arbitrary depend on how u interprete them. economy = pseudo science.
What i focus is statistics and probabbbility, behaviour financials and game theory. Let the real math and real science guide us in decision making...
but then, luck is crucial haha...Over the last 4 years my average roi was 20% only. With my exceptional performance this year, now my 5 years roi is about 40%.
Of course, all that were done with beta below 1 and the standard deviation of my equity curve stayed below 2% in last 5 years. The only year i didnt achieve positive alpha was last year where i only made single digit return *sigh*
“As generative AI demands more energy and processing power, the data center must evolve—and co-packaged optics can make these data centers future-proof,” said Dario Gil, IBM senior vice president and director of research, in a press release.
IBM says future Connectivity for Data centres lies in CPO
“The leading GPU providers—AMD and NVIDIA—and semiconductor foundries— GlobalFoundries, Intel Foundry and TSMC—combined with the backing of Advent, Light Street and our other investors underscores the potential of our optical I/O [input/output] technology to redefine the future of AI infrastructure,” said Mark Wade, CEO and cofounder of Ayar Labs, in a press release.
Other investors that participated in the latest funding round include 3M Ventures, USA, and Autopilot, USA. They join existing in
Led by Advent Global Opportunities, UK, and Light Street Capital, USA, this latest infusion of series D funds put Ayar Labs into rare “unicorn” territory as a privately held startup with a total valuation exceeding US$1 billion.
@Derrick
Thanks for the news.
I understand the potential of this technology. The whole industry is pouring billions to make it happen. I think probably we will start to see silicons that are copackage with the optical module appearing in the data center next year. Being early does not equal to being wrong.
TSMC’s silicon photonics work is bearing fruit with its first co-packaged optics (CPO) samples expected to be sent to Nvidia and Broadcom next year, media report, and allow data to speed at 1.6 terabits-per-second (1.6T) over fiber optic connections in AI data centers as early as the 2nd half-2025.
TSMC and Broadcom’s jointly developed microring modulator (MRM) has passed 3nm trial production, and will enable integration of top AI chips into CPO modules, the report says. TSMC is expected to use CoWoS or SoIC for packaging and may work with partners like Shunsin Technology due to packaging complexity.
It has been reported that Taiwan’s TSMC has recently started collaborating with multiple partners, including Korean equipment companies, to develop equipment for silicon photonics processes.
Previously, TSMC announced plans for mass production of silicon photonics by the end of 2025. However, some speculate that this timeline could be accelerated.
TSMC’s key clients include long-standing partners such as NVIDIA, AMD, and Broadcom.
TSMC previously announced its plan to mass produce optical semiconductors in 2025. It is estimated to be as early as the second half of next year. This supply chain construction is also interpreted as a move to quickly prepare for mass production. Some say that TSMC's speed of preparation for the optical semiconductor process may accelerate, which could lead to an advance in the mass production schedule.