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not sure who is gp chen jian and david. saw limit down and commentaries here is "hot" :) But I am surprised they can all in this stock without reservations.
Gp and chen maybe maybe not bad only ,but must read book only,teach book only...not see trust world and share market running.chen some good lo,another teacher more geng.see book straight talk only,u ask more deep about talking,i think they dun known how to explain ar............Hahaha
Mr yang example today padini i can 99% gp member is many many must must have collection,see app or senior student(himself) must show or cerita curi curi kasi tahu...BAUTO and takaful.why i taling lai that,see they how talking facebook and youtube,i can say more% must have talking or show to u de.....this kind in my eye is lower action.......
known known,dun known dun known,i nothing..................i also lazy write de,see so hot news few days,i so happy writting only..................Hahahahaha
no idea who is gp and chen. all in data centre is ok. But natgate? hmm... I am not familiar with natgate but I saw its hot here. went to flip open the latest report. Looks weird to me. Maybe those who have been following natgate knows better.
I have questions which I cannot comprehend based on brief overview of the latest report. This is my first time looking at Natgate report and can be just stupid questions. Can anyone explain what happened to the rise in borrowings within a year by ~900M while ppe is up by ~100M only? On the other hand, revenue has gone up from 650M to 5.2bil within a year. How can they produce so much without significant capex growth?
because nvidia gpu is freaking expensive. iirc, one piece of h100 gpu cost around rm100k and one nvida dgx equivalent server has 8 pieces. So do the math.
We went to GP because we are afraid of losing money. Who know they make us lose more money. Now still not the economy crisis we had lost so much if any financial crisis then we will lose at least 85% to 90%. So sad.
what is natgate's role in this supply chain, Adama. A reseller? or assembly/manufacturing? If reseller, makes sense that ppe is limited, just buy from nvidia and sell to someone else - high inventories, high receivables. If assembly/manufacturing, seems to be world class assembly/manufacturing process given the low capex growth and yet significant revenue growth.
oem where they manufacture & assemble the server and sell it under their own brand name. They dont need high capex but high working capital because one complete server easily cost over a million ringgit.
Dont join group better.. you want lose money on other investing idea or your own. Also.. where you got see 80% people made money copy other idea or from newspaper.
I am not concerned with which bank, TN. Its rare to see high ROIC low margins - it's like super efficient use of assets, super lean operations, world class efficiencies, and a low margins business.
Ask yourself, why no guru ask their student invest in Hibiscs? They teach FA...but the best FA in bursa also no people want to buy. Why ? Real Investing is investing in hibiscs and collect dividends until shares price appreciate. It is so simple. But people want to play goreng stocks.. FOMO.. FIFO... Over optomistic growth... hahaha... dont trust any guru better.
Lol.. you are right cheng..good eye as always.. somehow they are able to get special part, put company sticker and sell high ... ahemm... i think we got a big story here!!!!!! Why customer want to buy a burger with a sticker with a such a high price... burger ganja?
wait wait wait, if the fund is not pool, how they determine whose account get trade first, if they determine you are the last, then you will be the waterfish always buy high sell low especially on a low liquid stock, is that even legal