n's comment on DNEX. All Comments
n
2 Like · Reply
Many still can't see the potential:
Tech: Silicon Photonics
FY2025: 12,000 wafers
FY2026: 24,000 wafers (in Q4)
FY2027-28: double again

Oil:
FY2025-1,800 barrels per day(60USD)
FY2026-4,800 barrels per day(+3k in Q4 from Abu Cluster) (70-100 USD?)

IT:
Stable revenue from Government project
Newly launched XWHIZ
Gamuda-DNEX JV on cloud project
Report
Show more
15 hours · translate ·
n
https://www.nst.com.my/amp/business/corporate/2026/06/1476549/dnex-set-earnings-rebound-ai-energy-tailwinds
1 Like · 15 hours · translate
K Lam
the biggest risk is the BOD. Serba dinamik is one the best example of governce failures
1 Like · 13 hours · translate
n
totally incomparable, DNEX Q1'2026:
Cash: RM575mil
Loans: RM147mil
Trades&Payables: RM226mil
Like · 7 hours · translate
Uncle Wong
Yes n, good summary of DNeX's pillars!
You should also mention that DNeX is net cash and include the figure!

Uncle usually don't go into the numbers nor valuations because Uncle prefer Uncle's believers to do their own research so they can have conviction! Besides it would be no fun if a magician reveals his secrets ha ha ha ha ha
Show more
Like · 6 hours · translate
What Elze
Dnex will be at least rm2. Orders are stacking up and even 20% up in both prices and volume will have a doubling effect every 2 years
Like · 3 hours · translate
ron
uncle uncle u alert us k
Like · 2 hours · translate
Dotdotdot Im
wish nvidia talk with dnex, then limit up like 2021 time
Like · 1 hour · translate