Gabriel Khoo

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Fame: 165
Rare value investors in Malaysia. The real value investors will only build wealth not losing wealth
Joined Dec 2017

Comments

Gabriel Khoo replied to comment on INARI.
broadcom 有新的生意 只是因为新 所以量还没起来 还有很多advance packaging 消息 多一两个季度就比较明显 他们的布局很不错 等等等看 过去两年受forex operating cost 和 传统semic影响
1 week · translate
Gabriel Khoo replied to comment on INARI.
wifi 不在inari 范围之内
1 week · translate
Gabriel Khoo replied to comment on INARI.
microled. inari 也努力着hbm 所以呢？
1 month · translate
Gabriel Khoo replied to comment on INARI.
Inari next catalyst is their advance packaging project and how fast of their expansion is very much depending on NSS. lets wait and see what happen in july
3 months · translate
Gabriel Khoo replied to comment on GBGAQRS.
they secure end financing for the peak
3 months · translate
Gabriel Khoo replied to comment on INARI.
全部产品都一视同仁 所以没差
3 months · translate
Gabriel Khoo commented on INARI.
to benefit from the trade war between china and us on top of the exemption of tariff for smartphone laptop and etc not made in us
5 months · translate
Gabriel Khoo replied to comment on INARI.
biz still running cost has to be either pass to consumer or get vendor to reduce.
5 months · translate
Gabriel Khoo replied to comment on INARI.
you dont get my point. when apple need to cut cost. they need a vendor can deliver at cheaper cost.
5 months · translate
Gabriel Khoo replied to comment on INARI.
can expect apple will switch vendor who can offer more competitive pricing. inari has been benefited in the past. possible to get more order with lower pricing
5 months · translate
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