Tiong C.B.'s comment on SKYECHIP. All Comments

Tiong C.B.
4 Like · Reply
88.. 风水学?。。。
Ali Nasar
Ong ong ong
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Admiral Adama
pe44!!!!!!!!!!!!!!!!!!
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Lee Jackson
会不会是下只oppstar来割韭菜???
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Tiong C.B.
PE 44 cheap vs UWC, greatech, ThMY, Vitrox...etc Good one market can gv PE 70 and above
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cheng
apply first, Adama :)
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KOK KHOON LEONG
yes probably good for hit and run but not for keeping. look at OPPSTAR. disaster.
1 Like · 5 days · translate
Fibo莫问
Oppstar 2.0 哈哈哈。。。。。。。
不过这样的股很好抄
Like · 3 days · translate
cheng
Hope all IPO applicants will be successful with their applications. The best bet for Malaysia to have our own local chip design company.
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Fibo莫问
Cheng.... U apply already?
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cheng
yes, fibo. But I doubt will able to get it. Will be happy if i can just get a small qty. National team will be holding it tightly and grab the tickets.
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馬拉ck
賣0.88..通常開市都是2塊了
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Lee Jackson
股神要入坑吗?哈哈哈哈哈哈
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Fibo莫问
1.0以上就有可能,然后就‐直冲,应该很难得到,很多人在吹
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Fibo莫问
哈哈哈哈。。。小李
自己跳进去
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Lee Jackson
Fibo等开市在看要不要跳坑。。。哈哈哈
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cheng
Makes sense with the hype due to the results achieved so far. Founded in 2020 and scaled to 100 mil revenue as of 2025; high growth if you will. They have achieved this without ARM's CSS. They are reviewing ARM's CSS granted to them by the gomen and mentioned in the prospectus too; potentially scale higher. All the risk factors are mentioned in the prospectus too. So, it is definitely worth the hype but not everyone will be successful in the IPO application.
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cheng
Those that didn't get it will have to hope for it to be Oppstar 2.0. Lol, no pun intended. Oppstar seriously need ARM's CSS and then hire engineers as Oppstar's IP count is miserable. ARM's CSS will help Oppstar to get some design job perhaps. But it's not going to be cheap. If they are granted the CSS, private placement is probably needed to fund the CSS licensing.
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Admiral Adama
相比于pe50的明星消费股和医疗股,pe50的明星科技股简直就是良心价哈哈。。。
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Admiral Adama
Customer identity speculation:

Customer A: Shenzhen Pango Microelectronics (紫光同创)
Customer B: MediaTek Inc.
Customer C: Innosilicon Technology (芯动科技)
Customer D: Innosilicon (Hefei) Technology
Customer E: Hangzhou Phison (Phison Electronics)
Customer F: Kunlun Xin (Baidu)
Customer G: Alchip Technologies
Customer H: Intel Technology (Intel Malaysia)
Customer I: UNISOC (紫光展锐)
Customer J: Gowin Semiconductor (高云半导体)
Customer K: Pulse Electronics (Yageo Group)
Customer L: SmartSens Technology (思特威)
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Admiral Adama
从客户名单来看应该就是美国封锁中国高端eda后的赢家。。。
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cheng
May the force be with the IPO applicants!
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Amin Abdullah
Bro…. All in hihi
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cheng
Lol. Going all in doesnt mean you'll get the IPO shares. Should have plan B if IPO application is unsuccessful.
Like · 10 hours · translate
Admiral Adama
i estimate 100-200lot for 1000lots tier with 10-20% jackpot rate...
Like · 9 hours · translate
cheng
probably lower, adama. there is only 35.9 mil for malaysian public and 50% for bumi and 50% for non-bumi. That makes it 17.9 mil for malaysian public. 35.9 mil is approx 2%. Such setup is one of the few things that I dislike from the prospectus.
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cheng
so, my plan B is let it go if IPO application is unsuccessful.
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Amin Abdullah
Cheng , I thought your plan B is buying on listing day haha
Like · 4 hours · translate
cheng
Its only 2% for retail offering. Not gonna chase if I can't get IPO shares. Well, unless day 1 opening is within reasonable price. Else, cheer for successful applicants and the listing of Malaysia's chip design company.
Like · 3 hours · translate