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Joined Nov 2019
Comments
Ideas
Comments
n
replied to comment
on
DNEX
.
totally incomparable, DNEX Q1'2026:
Cash: RM575mil
Loans: RM147mil
Trades&Payables: RM226mil
4 days
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n
replied to comment
on
DNEX
.
https://www.nst.com.my/amp/business/corporate/2026/06/1476549/dnex-set-earnings-rebound-ai-energy-tailwinds
5 days
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n
replied to comment
on
ARMADA
.
award of project, I guess
5 days
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n
commented
on
DNEX
.
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
5 days
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n
commented
on
ARMADA
.
Yinson's chart at down trend while Armada rebounded, is this a hint ?
5 days
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n
replied to comment
on
DNEX
.
don't goreng DNEX, prefer healthy uptrend to surpass 1.00
6 days
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n
replied to comment
on
DNEX
.
一直加减几千lots好像跳chacha
1 week
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n
commented
on
DNEX
.
有人发现sell queue有几千lots一直变吗?为什么的?
1 week
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n
replied to comment
on
DNEX
.
not only Silterra. Energy and IT segments will deliver good profits now.
1 week
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n
replied to comment
on
DNEX
.
大量换手代表什么意思?
1 week
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