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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 .
cerita baru start, adama. Tok tiong is right about "just dont 揣测 Chuah should be ok". They are the two Chuah from Luster and that calls for serious consideration of their track records in Luster :) Putting aside the biases on Luster Chuah - The 3 acquisitions made in 2023 did not contribute to higher revenue in 2023/2024 comparing to 2022 and though it is not significant from dollars perspective but raises question on mgmt investment decisions - 4M+ acquisitions cost, net assets of these 3 companies at 1.7M+ and resulted in goodwill of 3M+. Of the 3 companies, the first two seems to have the two Chuah as substantial shareholders and these two companies contributed to the higher goodwill allocation based on the Q1'23 report. The jump in the cash eq from FY21 to FY22 (20M+ to 70M+) is mainly due to the pp funds ; 31M from pp funds. And the last few years capex investment in ppe is equally bizarre (less than 3M yearly and Q3FY24 ctd at ~700k). Share buybacks ~0.2% against the market cap cum to date while the two Chuah are getting 0.5% yearly at the back of unutilized funds. The cash & cash eq is non operating asset and it provides safety though; 0.07 net cash per share and downside is limited to that in my personal opinion. Mr. Market has priced it back to pp price 0.13; fair but not cheap; nosh increased by close to 20% from 2022 to 2023 due to pp shares while eps dropped by 40% during the same fiscal year. The next music start will probably be utilization of the funds for ppd/D&D - capex on ppe and until the music stops again.
It is still too early to judge whether it is a fairy tale or ghost story. IMO the next music will starts only when they really show result. Otherwise it will just continue drifting around mean...
apt...apt...apt - guessing when will the music starts while Luster Chuah singing rpt...rpt...rpt. Lol, no pun intended. safety net 0.07, pp price 0.13 and market price 0.13/0.135. Fair but not cheap due to no growth since pp. 1:1 risk reward assuming 20% dilution from pp price?
I think we all know that the whole Asia region (Singapore, China and etc) accounted for ~40% of Nvidia’s revenue. US is going to give Huawei angpau this year :)
Nvidia did background check on customer, making sure that the buyer is DC or AI player. But a lot of companies in ASEAN buy and sell to another 3rd parties , then flow to China ( China doesn't care about the price , they just want the chips ) , and trading players can earn a handsome profit , I heard more than 6-10% .
Should go all in genetec!!!
Tesla gigafactory in Germany should be very fun to work for. Europe sales just plunged, earning missed but share price continue to rally.
Optimums is a trillion dollar economy, larger than all the top tech companies in the US. Good for humanity civilization.
It will Make America Great Again, and the Chinese will pay the tariffs to make tesla sales to the moooooooon!!!
Just cut loss, move to genetec, confirm more fun!
Tesla earnings missed, but the share price continue to rally! It signals one thing, that's nothing can stop tesla from becoming the largest tech company in the world. Who dares to short genetec is an idiot!
Btw, tesla also holds a lot of bitcoin. Almost half of their earnings in the last quarter came from bitcoin price appreciation. U guys know how great it is? You got a pump and dump close friend as the president in the US, syok tak?!
Shareholders should demand tesla to pay genetec in terms of bitcoin, since DJT is going to pump it to 1 btc == 1 million soon :)
Genting should buy bitcoin too, otherwise the price will continue to plunge. Be like Micheal Saylor, just keep borrow money to hoot9e!
I'll attend aimflex next AGM to lobby chuah on this.
MAGA == Make Aimflex Great Again!
Because Tesla is a meme stock.
People buy because of Elon, but not for the earnings return.
Genetec is different, it will receive tesla coin from its main customer soon.
I'm asking people to cut loss lar...
Lazy to read people cursing the counter to 0.11 or 0.07 without saying the reason. If the upcoming qr is a sh*t one then OK la, go to 0.01 also ok.
Otherwise just cut loss, then go genetec. Our funds like genetec ma, you guys know Rich Kopitiam?
Good morning guys.
Anyone manage to buy the dip on tesla yesterday? According to aminvest, Genetec FY24 Q4 earning is around 15 million. I guess the share price is pricing in the upcoming 'V' shape comeback. Europeans seems like don't like elon musk because he's interfering with their politics. However, I guess US is going to put 100% tariffs on their automakers if they don't purchase tesla.
Ford ceo just said the tariffs on China is going to cost them billions and more than a hundred thousand job will kena buang. There's the difference between Tesla and Ford. Tesla never whine. I think the upcoming 2025 and 2026 qr for tesla is going to be unbelievably amazing. Tesla will expand further in Germany to sell more EVs and soon genetec will also fly. Don't forget about their optimus. Genetec confirm got involved with their optimus project as well. On board before it's too late!!!
Elon Musk on the last earnings call:
"we're looking for a safety level that is significantly above the average human driver."
Later on when asked about why Tesla doesn't use Lidar:
"humans drive with eyes and a neural net and a brain neural net. So the digital equivalent of eyes and a brain are cameras and digital neural nets or AI."
Cybercab > Waymo
Genetec got involved with Cybercab even though cybertruck gg already.
Never bet against Elon.
Probably Q1 is a loss as well. The consensus is guiding this way.
Wanna side bet the upcoming genetec qr as well? I bet 15 million profit based on aminvest professional insights.
@mari
No la, I'm just kidding.
Don't take my words too serious. I have only 100 shares in genetec, and I don't believe in the copium that elon is selling. Maybe I'm wrong, maybe his robotaxi is really a trillion dollar economy. Anyway, don't bet against him, just sit back, relax and watch genetec fly...
Haha, I'm also surprised that my bet on the hkex tech index chiong so much even though Donald Duck is pressuring China by crippling down their e-commerce. Temu and Shein cannot use the loophole anymore.
SEABOBO, i tot u join Aimflex boat jio by Derrick. Now Derrick MIA. And we trap here. U previous Penta also soared rebound. Lets find some other counter to play.. kiki.
@Derrick
Everyone wants to earn quick money is actually very normal.
想象你面前有棵树，上面结满的都是果实。在人类很早期的时候，如果遇到这棵树，都会选择直接把整棵树的果实都采下来，也为了避免夜长梦多，会选择把眼前的果实都一口气吃完。
这个举动在那个年代再正常不过了，因为眼前有太多不确定性，不知道这棵树以后会不会枯萎，也不知道会不会有猴子会吃完，也怕带着那么多果实走来走去会不会被别人看到然后抢走。
So tesla share price was purposely pumped up by the funds for a better exit price. Without a strong and solid earnings report, the share price will fall back to its intrinsic value no matter how.
Based on the latest report published by Aminvest, Genetec Q4'24 earnings will be around 16 million. Our local funds sibe suka genetec because Tesla - > Elon - > Trump - > Genetec - > Rich kopitiam
Will the Europeans boycott tesla because of the tariffs?
I bet many retailers will continue to hoot9e genetec since the chart is on uptrend, still can buy high and sell higher.
Perhaps tesla will dish out more contracts to genetec because their sales will be better in the 2nd half of this year. Trump will force the Europeans to buy tesla to Make Europe Great Again.
No matter how, don't bet against Elon, a tariffs + sanction will come if the Europeans boycott tesla.
China has 1 trillion trade deficit with the world last year. I believe by putting 1000% tariffs on China will be able to cripple their economy.
US is going to earn trillions by taxing the foreign countries, and the money will go to tesla, because the government is going to employ tesla optimus to replace most of the government workers. Their government is going to be so rich until a point where they are able to subsidy the egg price like our government does.