sandy roxy's comment on DNEX

sandy roxy · 2022-08-19T10:03:34+08:00

With good semiconductor/chip price and oil price, DNex will definitely be giving good qtr result.

sandy roxy

Hold on tight. Focus on the result.

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shinn law

How come good oil price?oil price keep drop

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sandy roxy

The current oil price of USD90 is consider very good for DNex. This will bring huge profit to Dnex as their cost extremely low.

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sandy roxy

In 2021, DNex (through Ping Petroleum) OPEX per barrel is about USD25 only. That is why USD90 is a very good price for DNex.

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Putin velamir

Qr out this stock will drop. Revenue will be huge drop due to oversupply of chip

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pali cd

potatoes chip...?

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Putin velamir

Next week will drop due the fed rate hike again. Dun enter first and monitor now

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pali cd

ok mr putin...

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tan vincent

QR coming out next week , current PE around 10 only , any positive QR will rocket .

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sandy roxy

Price should increase after the announcement of the QR result.

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Bo Lkti

Sandy, are you pretty sure about that ?

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sandy roxy

Bo, only time will tells.

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shinn law

Ya times tell already now

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sandy roxy

Coming soon..

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sandy roxy

QR result should be out today.

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Chris Tan

Hope to have some dividend, then may have encouragement

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sandy roxy

No result yet. Looking forward to the result to know the direction. I presume should be good.

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sandy roxy

@Chris, agree. I hope DNex will consider dividend to give shareholders more confidence.

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Vincent Chin

no qr release today kah,?

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sandy roxy

I guess QR result should be either 29th or 30th Aug. Have to be patient.

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sandy roxy

Missed the news on 8th Aug 2022. Ministry of Finance(MOF) & MIDA is studying into special incentives for the investment made by DNex and Hon Hai(Foxcomm) from Taiwan. Hope more good news to come. And of course a good QR report.

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sandy roxy

Excellent QR result. RM160 mil qtr profit. EPS 5.09. Result better than Inari.

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Sia Investment

Sandy Roxy, QR better than Inari, therefore price must also match with Inari, right?

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Bo Lkti

Sia Investment has got a good point there regarding .....

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yong 。

EPS around 5 cents this quarter, if can sustain the valuation now seems quite attractive, but do note that there is a one off tax reversal this round, normalized EPS should be around 3cents

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tan vincent

actually fair price for Dnex should be around 1.60-2.00 , huge gain for who buying this few days

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sandy roxy

@Sia, you are right. Should be up.

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Chris Tan

Without promising dividend, hard to get big institution to venture

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tan vincent

if every quarter earn 150M , then hoseh .

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sandy roxy

it is a disappointing decision that there is no dividend.

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tan vincent

as long as company keep up performance , more and more cash in hand , sure soon will be dividend

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sandy roxy

@Vincent, agree with you. I have accumulate additional share we the price is still low and potential upside is huge.

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sandy roxy

Foreign investor, Saudi Arabian conglomerate Ajlan & Bros Holding Group is investing in DNex. Tomorrow will be a good day for DNex.

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Putin velamir

Fake news LOL

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sandy roxy

https://www.thestar.com.my/business/business-news/2022/08/29/dnex-to-build-a-12-inch-wafer-fabrication-facility-in-malaysia

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Putin velamir

Feel like this goreng counter happen to glove counter, see what happen to glove today will have same reflect to this counter

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sandy roxy

@Putin, Semiconductor and Oil exploration/production operation has high entry bearer and high value investment. Not like glove or mask. So it is very different.

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Chris Tan

If collaboration a success, this could be multi-billion assets because high market demand and also higher margin item. This counter may deliver high value, I will hold on as longer term investment

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Bo Lkti

But unfortunately in Malaysia KLSE, don't you people realise that in stock results most of the time does not link to actual companies fundamental machanism ?

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sandy roxy

I continue to accumulate as the fundamental is strong.

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Chris Tan

Me too, future is very bright. Once MOF approves then will rocket

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Kaize KK

Tomorrow will fly

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Putin velamir

Y u have such thought?

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Kaize KK

It is Coming now

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shinn law

+0.015 only oh

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Victor

Starts the uptrend.

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Bo Lkti

Hahaha Kaize KK, Shinn Law and Victor are you sure or not..... ?? This kind of standard now .........

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sandy roxy

DNex should be the target stock to buy by fund manager.

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Victor

EPF should also buy in more before the price fly high.

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Bo Lkti

I suspect the directors here offended EPF before politically, that's why EPF entirely ignored this counter for the last two years till now .....

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Victor

EPF is already shareholder in DNex. About 9 million shares. However, they should be increase their stakes.

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Putin velamir

Epf invest based on future Outlook of the company, y epf reduce the stake in gloves then u understand y they not increase the stake in dnex

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pali cd

So just follow epf laa...what a nice advice..hehe

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Victor

EPF reducing stake in glove counters are understandable. Hence, they have extra fund to move to the up coming counters like DNex.

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Putin velamir

There won't be any big fund buying, u don't dream, still early now

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Victor

Have to position in earlier then the fund manager.

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sandy roxy

NTA at 0.59. With their profit and revenue, their share price can be 3x of NTA. Hence, my guess of the fair price to be between RM1.60 to RM1.80.

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sandy roxy

The PE is very low compare with MPI, Unisem and Inari. Hence, tremendous upside for the share price.

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sandy roxy

Should be a good day for DNex today.

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sandy roxy

Base on The Edge on Tech stock, the tech stock P/E adjusted from 24 to 15. But DNex P/E is only 4.85. At lower P/E of 15 means DNex price should be up to RM2.50. Hence, fund manager should be targeting DNex. Good luck DNexian!

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sandy roxy

Up in Nasdaq should give additional push for DNex.

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Sia Investment

Everyday someone is doing fishing job

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Sia Investment

Some big timer bought huge amount of shares

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Putin velamir

Buy stock look at pe.? Lol.. U better buy glove if u like pe

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Zayani Afiq

Silterra semicon... Lol?

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sandy roxy

https://www.tomshardware.com/news/chip-toolmakers-cut-off-chinas-ymtc-no-more-3d-nand

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sandy roxy

With USA action against the China's semicon producer, will give additional benefit to DNEX being a Malaysian producer.

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sandy roxy

Big opportunity for DNex with the current move by USA to ban semiconductor from China. DNex or Silterra should be the beneficiary. Actually Malaysian semicon and chips producer should benefit from this.