PRODVESTOR's comment on AIMFLEX. All Comments

PRODVESTOR
18 Like · Reply
My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
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cheng
Luster Chuah busy with round #2 pp at Lfecorp. Old habits die hard.
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Kian Onnsie
D..x g wil come out and bark during red.....bark infront buy belakang
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Kian Onnsie
And oscar award goes to these d x g
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cheng
Aimflex share buybacks at 1.12M, Tiong. That is one good news so far.
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Tiong C.B.
Penta dip and reach below Rm3 today. Now bound back abit after briefing
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cheng
Penta Chuah Choon Bin is a legend and good guy. He is trying hard to expand beyond semiconductor and his new venture will take some time; at least another few more years assuming he is successful due to the nature of the industry he is targeting; high barriers to entry. Worst case remain as automation solutions provider. Best case - "iron bowl" manufacturing segment.
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1 Like · 1 week · translate
SEA BOBO
Aimflex chuah was the ceo of penta. It's a fact that he created so much value for his investors. He's very famous in png as well. Let's see.
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PRODVESTOR
Study the history of Penta if you missed it , Chuah HB held the hilm since IPO and company is in lossing for so many years until the share price crashed to 2 sen . Credit to Luster Chuah who brought the company alive back =)
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cheng
Dont take it personal, Derrick. If you want to take it personal, I am more than willing to learn from you, entertain your stories and return the favor to you. After all, I have met you back in Notion last year. I was there since 0.45 and you came in after 0.60. I left after 1.30 and you went on to trade until music stops. Your stories and history - top notch.
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SEA BOBO
Solid qr, nothing special
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SEA BOBO
30% market cap has been evaporated since 3 months ago.
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Admiral Adama
below my expectation...
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SEA BOBO
Let's ask chuah what's his future plan in this upcoming agm.
Is he going to do pp or not
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Admiral Adama
ask him how many cpo alignment prototype machine delivered for client testing?
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SEA BOBO
Yup, that's my question too.
This QR never mention about the status on their cpo machine too.

Nevertheless, I'll be asking chuah on the pp thing as well, to address our friend cheng's concern.
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Aaron Yong
Bobo The AGM not so soon, still got 4 months to go
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cheng
not my concern, seabobo. It was just feedbacks given in the previous post and when I saw the word Penta being associated with Aimflex. The same goes to reminder of pp price at 0.13 and 20% dilution which is 11 cents. You can choose to use the feedbacks as part of your risk management or use it negatively :) I am fine with both.
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Mari Gold
Net cash position ady still need pp meh…
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cheng
As for this report, I agreed with Adama. Positive other expenses is interesting and without this positive other expenses, it would have been a lower QR. The question is why positive other expenses instead of positive other income? this line item is normally negative since its expenses. For it to be positive means something is unusual here or there could be reversal. But I am sure you would have noticed that.
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PRODVESTOR
Surprisingly, both Genting is in red , what happened?
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PRODVESTOR
Bursa will not allow this as they are in net cash position with nearly 100 mil ringgit
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SEA BOBO
Macam is forex gain wor...
Said ady, solid qr, nothing special :D
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SEA BOBO
But genting, genm macam...
Parkson also...
Haiya, should follow me, hoot9e hstech, now sitting at handsome profit ady :D
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PRODVESTOR
core earning without forex is RM 9.88 mil
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Michael Saw
I think u miss interpreted. Profit before tax is around 1.8m excluding forex loss reverted which i interpret it as below estimation and bad quarter
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SEA BOBO
Also... What's your expectation... Aimflex is a 177 million market cap with almost 100 million net cash lousy company...
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Michael Saw
Yoy revenue n profit excluding forex gain also drop significantly
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Tiong C.B.
MS revive after one month
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Michael Saw
Bro, has been busy either business seldom comment de. Bye
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PRODVESTOR
My statement was for FY24 , whole financial year =) Do your math on the PE /PB and compare with other tech stocks ... NTA is around 10 sen
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SEA BOBO
So aimflex sudah jadi value investing ka...
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Michael Saw
Sorry Ok for the whole year, thought u stated quarterly result.
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SEA BOBO
Last qr yoy revenue and core profit beat, but the share price chiong downwards like no tmr.
This time revenue laosai, profit beat because of forex gain, will it laosai again?
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SEA BOBO
It doesn't matter actually.
The share price for a penny stock like this can be easily manipulated.
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Tiong C.B.
Help...110...please sbb
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SEA BOBO
Chil... Got 100 million to do sbb...
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Sy Lee
staying at high floor, might as well just enjoy the drop
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PRODVESTOR
Luster Chuah can slowly buy in this weak sentiment , maybe privatise better
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SEA BOBO
Luster qr macam getting better... When luster chuah will start the music for aimflex? Old habit dies hard... He did once for penta, then now is lfecorp and luster... When aimflex will also join the music?
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Michael Saw
9.5c still feel expensive.....
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SEA BOBO
Sos... 0.95 is coming...
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Michelle Yong
No hope counter, no idss still drop like that.
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Sy Lee
cry also no tears
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SEA BOBO
I think now is stage 3, belum sampai stage 4 yet... Maximum pain is not yet there...
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白武士
避无可避啊,700多股下跌 今天你不跌 明天也会轮到你跌
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SP Wong
sea bobo, lagi mahu stage 4 ah,sudah separuh mati lo.
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SEA BOBO
其实。。。这个下跌是。。。
那天我听了steve cohen的interview。基本上就是美国政府所做的一切都是bearish to the market的。不论是doge还是tariffs,都是在强迫衰退来逼迫federal reserve把interest rate砍下去。现在已经不是看公司fundamental的时代了。。。美国去年都spend了差不多7 trillion在行政上,而今天要cut到6 trillion。这个是致命的,想象看一个大水喉锁起来,突然市场少了一个big spender。经济是肯定,conlan7firm会衰退。
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SEA BOBO
所以有时候真的不轮到你讲什么的。。。你认为是安华搞到马股laosai,我认为是老美自愿衰退。。。这个爆跌跟外资逃离,根本就是预测到了老美recession的时候会daisai哪一个世界的国家。
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SEA BOBO
现在你根本看不到任何一个报账告诉你美国即将进入衰退了,毕竟人家国家如今那么多drama哈哈。如果你懂是衰退的话,就真的要存钱,或者做空,等美股爆跌。我上个礼拜就开始空nasdaq 100,这个礼拜我打算做空mstr,这个万恶,恶心的靠convertible bonds借钱买ponzi scheme的公司。
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Michael Saw
所以他们最终目的就是要逼中国重磅刺激经济才能把全世界救了。
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SEA BOBO
他们要逼fed砍interest。如果不砍,他们等下default的话,美债就完蛋了。
现在的美股的pe已经在历史最高的边缘了。如果今年崩盘,trump还可以赖biden说是他搞出来的。
side notes。。。我们的warren buffett gor gor现金级别是历史最高。。。
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Michael Saw
对高利率太久了,很多公司是难顶。云顶就是其中一个呵呵
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SEA BOBO
这轮只要price in recession,马股才会止跌。如果fed紧急cut rate,我看银行股肯定准备laosai一番。。。我今年压注FD, SG Reits (cut rate收惠), 跟剩下的aimflex。。。还没想到之后要买什么,等laosai完了再hoot吧。。。

这个aimflex应该是我在马股浮亏最够力的了,不出一两年我看是头都伸不出来了。当作我之前太过fomo跟乐观的教训吧。
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Michael Saw
今天indonesia股市上4%很多股市都不错,马泰难兄难弟而已。
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Michael Saw
马来西亚还是政治knn 有权的没力。
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SEA BOBO
不要太care短期的波动。。。等到接下来的非农数据出来的时候,你才会看到。。。
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SEA BOBO
美国在biden era的时候政府临时工突然多了差不多1million的岗位。你想象看,doge砍掉300k个岗位,如果砍完,在他们背后有多少员工/agency?
biden政府用尽方法,帮这个要死的老人拼命输血,不断创造conflicts,不断卖军火刺激经济。尤其是2024大选年,democrats用尽了方法,让股市只会上,不会下。所以接下来,trump肯定让它在最短时间内崩,然后甩锅给Biden,说是他搞的。doge把这个big spender(政府)直接砍掉,你说市场会怎样反应呢?现在trump喊gogogo,让散户接盘,局心何在?
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SEA BOBO
再给你一个提示。
美国的10 year treasury yield在跌着。为什么会跌。。。?资本在想什么。。。?
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Michael Saw
我想听你说说。。。。
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SEA BOBO
是什么原因你会买入美国国债?
美国公司的roe 15%,对比美国国债收益才区区4+%,你会prefer哪一个?
傻得都懂当然是公司啦,可以用同样的钱赚比treasury yield更高的收益。
那么,在什么情况下,投资者会把钱心甘情愿放进美国的treasury bonds?
如果我猜地没错,smart money在避险。太多不确定性跟随时都会不小心把经济数据搞烂的trump跟马斯克二人组,会做出什么鬼东西出来。
point 72的steve cohen也在公开场合直接说doge对经济不好,所以他转变bearish去了,变向就是他在压注衰退。感激吧,他们要把rates强行通过衰退来降下来了。
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SEA BOBO
我也觉得是时候抄buffett爷爷的功课了。。。哈哈
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Restia
美国10年期国债在上涨的原因,就是资本在撤出股票市场了。
1)关税贸易战的不确定性导致市场避险情绪升温。
2) 市场预期美国经济增长会放缓(除了以上你说的大砍财政预算,doge大砍公务员,还有一个是AI取代人工工作岗位,看美国好多科技公司明明赚大钱,但就是裁员10%左右的人)
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Restia
老巴爷爷的想法应该是,美国股票估值已经太高,特朗普政府的做法多数会让美国进入通胀+衰退的窘境。
另外美国要搞制造业再回归的计划,其中一个关键就是美国政府要让美元贬值,而日本恰好有升息压力,日元可能大幅升值。
所以在最近股东信里,老巴爷爷大赞日本五大商社的股票,说本来的限制是不能买超过10%,现在他要求突破这个限制要大买特卖日本股票。

老巴的功课,就是他把资产配置里的美股抛售掉,大量买进日本股票。
其实Moomoo新加坡的户口是可以买日股的。
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Mari Gold
没想到sea bobo 也有明锐的一面,那些cpi, pmi, pce 也是政府部门放的,可以说要经济如何也是由他们说了算。
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Restia
trump要散户进来接盘加密货币的意思,我能想到的就是,加密货币崩盘会影响到他砍联邦预算,制造业回归美国的目的。

1)加密货币维持上涨应该会使美元需求下跌,符合他的制造业回归里美元需要弱势的条件。
2)如果加密货币崩盘的话,以加密货币对美股的影响力,我看多数会引发金融危机,一旦美国出现金融危机,特朗普就没什么筹码去谈关税问题,然后金融危机必定要QE来救,QE一来,美国国债就上升,就阻碍到他要大砍联邦预算的方针。
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Mari Gold
股神之前大量扫国债,卖股票。现在就大量出国债给水鱼,等美股便宜捞底。。。 先说明吹水的,别认真啊
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Mari Gold
话说回来,爱妃如今手有点资金,希望可以度过这两年的寒冬和好好收纳一些被recession迫害的潜质公司,以便公司未来可以大展身手
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SEA BOBO
@restia
以前看macro e真的是浪费时间,毕竟他们国家的政府手段多的是,你以为要完蛋了,他们可以搞一堆破事,苟延残喘下来。特狼普的政策我是没眼看,也懒得分析了,总之就是不把股市搞崩他不爽。每个星期五都要重复提到tariffs,除了帮他亲友捞好处以外,我想是真的要逼股市的钱回去国债。说真的,日本的股票我不建议,老巴hoot那么多也是因为它可以借到很便宜的日债,然后买入高股息的日本商设。这是很基本的日元套利,几乎没什么风险,除非日本的通彭不收控制,央行大力加息。
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SEA BOBO
老巴需要的是风险非常低的投资,而日元套利刚好是其中一个手段。外加之前日本的bursa也是force他们的listed companies大量发息,这才没有太多的value trap。
加密货是个坑,但是不会让美元有任何的问题。你要知道美元的地位才是造就如今的美国,你想要他扁值?除非全世界大量外汇储备都是美金的国家都丢美元,换人民币吧,否则美元霸权是不可能被挑战的。美元这个东西我可以跟你讲很久,但是现在说没用,你只要知道美元崩的那天,美国就完蛋。扁值是不可能的,因为你减息,我也跟你一起减息,所以到头来。。。制造业,对不起,除非老美变魔术让全部人类被机器人替代,in which 我觉得这3年不可能。。。
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SEA BOBO
老美已经习惯跟大家买买买了,如果你让她扁值,这个是比金融风暴更加刺激的事啊。。。要知道大家就是信美元,相信它背后的价值,才愿意hold美元的啊。。。

@Mari
对的,aimflex有的是现金,而这次的人为recession,肯定有公司顶不顺现金流的问题而不小心被收购。这就是现金为王的企业的好处。
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SEA BOBO
你认为美债跟美股跟加密货比,这三个有哪两个资产是fed愿意开qe print一堆钱去救的。。。
你明白的话,就知道为什么老巴说加密货比背后没价值的原因了 xD
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SEA BOBO
我今年只买跟hold
1. FD
2. SG reits
3. Aimflex (没办法,kena sangkut)
4. 做空crypto

就这样,谢谢大家
晚安吗卡巴卡
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Restia
我自己的感觉是Marco还是有用的,但是要非常下苦功研究,我自己是从小看杨世光在金钱爆,天天看他分析marco,连续看了3000多集,才能大概get到一点皮毛去怎样自己分析marco,把marco纳入自己投资的考量。
我在2020~2022年抓到银行股,在2023~2024抓到地产股然后,在2024年8月把仓位卖到完直到现在在马股我还保持轻仓,就是拜分析marco所赐,虽然我也有考量基本面和技术面,还有运气相助。
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Restia
加密货币背后的确是毫无价值,看美国那个Strategy公司,把全公司资产抵押再两倍做多比特币,然后怂恿一堆散户去买,真的是在玩火。
那个美元问题你讲的也对,特朗普一上台又要加关税同时也要低通货膨胀。又要美元贬值吸引制造业也要维持美元霸权。又要停止资助美国的盟国,又要指挥盟国的行动。他要做的很多东西都是又要马儿跑得快又要马儿不吃草。做不做得到很难说,还不知道会不会玩出更大的问题。
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SEA BOBO
肯定出问题,加关税只会让他们的人民痛苦罢了。他干那么多坏事,都是想让自己成为历史上美国最棒的总统。美国的通膨在这番折腾下,如warren爷爷所说的一样,prices会更高,低层人民会suffer。最讽刺的是,他的voters偏偏就是这些底层人民hahah。。。其实老美的公司没有闲着,他们都知道这个s*hai会加关税,所以一直游说让他们的suppliers搬到没有tariff的国家如cambodia或者vietnam这些地方。据我所知,walmart一直在压中国厂的价格,而那些小生意就没那么好了,压不了价格也只能自己啃下tariffs或者硬硬转加给consumers。
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SEA BOBO
有定价权的公司才能压价,没定价权的公司只能吃下trump给他们的福音。昨天美股开始进入correction phase了,而crypto也开始因为trump的老鼠仓太多也开始崩了。trump做的meme coins跟喊买的行为其实损坏了人民对crypto的信任,都认为这个是他的atm,所以干嘛还要买,难道要一直让trump把他们当作atm吗。。。
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Mari Gold
@sea bobo, 我只关心这对爱妃有什么影响。。。哈哈
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SEA BOBO
我的2 cents,这次肯定要price in美国的great reset。你说我阴谋论也好,乱讲话都好,随便吧,我已经开空仓了,就当作以后买kfc还有钱吃。。。aimflex肯定中招,我觉得他最安全的地方就是cash多,而且没有debt。这个公司不至于会跌到下市,反而是那种debt很高,却没有多少cash在银行的就真的来yeh了。股价短期波动就别理了,肯定一直创下限哈哈。
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1 Like · 3 days · translate
Mari Gold
对应该还有排跌,但能赚银行利息也是一种智慧和实力
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SEA BOBO
耗材是没的好idss哈哈,omitofo。。。
接下来就等吧,现金多的公司是不会死的。。。
其实我也蛮看空银行的,因为如果万一真的是recession,银行首当其冲应爆跌一轮。。。如果是大奇迹软降落,那么fed还是会cut interest,但是growth就真的会跌。。。不论怎样,interest rate都是会被砍下去的,我觉得可以围绕这个主题下注哈哈
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Tiong C.B.
Can add now?
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Remmy Jr
If more retailers buy the dip, the syndicate will push it lower to below 10 cents. I hope I am wrong.
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PRODVESTOR
Opportunities are in front of us ... the time of transferring wealth ... your actions will determine the wealth for your next 10 years
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SEA BOBO
姜还是老的辣
老巴忍了那么多年,买了那么多国债,甚至一度超越fed的购买力度
老铁们,机会又来了 xD
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SEA BOBO
@tok
Can sell aimflex call option arh...? XD
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Mari Gold
@remmy no retailers dare to touch this counter already, outside got many super duper raya price now
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Michelle Yong
你们没发觉到大佬每天5000卖,肯定有问题,好像当年的serbak.
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SEA BOBO
@Michelle
现在每个counter都像serbadk :D
一直看图说故事我都会。。。

我懒得解释serbadk的问题。。。你随便上网查他们的free cash flow出了什么问题吧。。。receivables 也能看出一点东西来。。。
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PRODVESTOR
Company has around 100 mil cash , can slowly buy off the weak holders
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Michael Saw
It is good to be weak holder since beginning
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SEA BOBO
I'm so done with trump manipulation... F**k him!!!
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Restia
话说仔细一看aimflex的cash/market price的56%,而隔壁的MMSV是45%.
Like · Yesterday · translate
SEA BOBO
如我所吹的。。银行要开始表演了!
老美进入recession,全世界都逃不过一起进入冬眠,austherity啊baby!
bet on companies that have 0 debt,high cash reserve is the only way... I kena stuck, else I also run as fast as I can...
学废了吗?接下来跟我一起hoot 10年债卷吧!一起祈祷接下来fed蛋疼了,因为doge炒太多人,经济被trump玩坏了,事业率高。。。我认输了,warren buffett是对的,全美国的60%消费是最有钱的10%贡献的,接下来我会乖乖买入warren丢给我的剩饭。。。
到最后,我赌trump看到是时间到了,interest rate爆跌了,他就会reverse全部弱智的政策,然后美国的机器又会开始跑起来了!
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Like · 22 hours · translate
SEA BOBO
我的妈呀!为何我不早听steve cohen给我的福音!算了吧,银行股息派应该会开始一起屌安华了,坐等小红书更多人晒银行爆跌的screenshots,然后靠北靠母。。。到最后能躲过的是靠rate cut得意的企业。。。
Like · 22 hours · translate
Aaron Yong
BOBO remain opr 3% bank sector fly loh
Like · 19 hours · translate
SEA BOBO
Got increase meh?
OPR remain because our bank negara no gugubird to increase mah. By right should raise to 6% like Indonesia ma, to match with US, but too many 负债未亡in MLY ady, scare later all 破产.
1 Like · 18 hours · translate
Aaron Yong
6% OPR loan also very high interest. later property cant sell off. but it is true that Malaysia got alot of 负债未亡 salary rm2000 also can loan to buy car.
Like · 16 hours · translate
SEA BOBO
Still got many gurus take videos ask u to hoot bulk purchase or join his property investment group arh... MLY boleh!
Like · 15 hours · translate
SEA BOBO
They will teach u how to leverage. 10 units before 30 yo is possible!
Like · 15 hours · translate
SEA BOBO
Trump is my best friend now. He will be announcing big tariffs on the April. The market won't stop crashing until April then.
Like · 4 hours · translate