Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
saya rasa belum sampai masanya lagi. wb nak expire bulan mei. biasanya saham induk jadi berat bila warrant nak expire dan ada yang akan convert warrant ke saham induk. Jadi, mr. market kena adjust. Satu lagi, sma200 pun dekat warrant exercise price. cuma satu je harapan untuk saham induk felai - qr bulan depan kena power.
The interesting part is TSMC capex for 2026 specifically advanced processes 3nm, 2nm accelerating it's Taiwan's fabs and also overseas fabs. Frontkn has the opportunity to tag along; growth opportunities.
Frontkn decoupled from TSMC? Could it be that you are making the assumption based on the share price movement? This is just one of the details extracted from Frontkn's latest annual report - To further support customer expansion plans and meet the growing demand,
in March 2025 AGTC acquired a new 3,800 sqm plot of land (Plant 3), near its existing Plant 1, for approximately RM23.0 million. The management is in the planning stage for this proposed new state of the art facility. With this new facility, we will be able to better support our customer with its latest technology nodes.
latest technology nodes - its an open secret that TSMC moving towards 2nm and beyond such as 1.6nm, 1.4nm. AGTC is spending capex at the same time and the timeline matches TSMC technology roadmap. And q3fy25 quoted the following - the Group is planning some minor expansion and improvement works across its facilities in Taiwan to optimise space utilisation and enhance production capabilities.
will be tough to predict TP due to market force, raymond. Warrant expiry in May and min qtrly net profit requirements. As it goes higher, more conversion of wb to mother share is expected, more cash will be generated at the same time and eps dilution is expected. Assuming a 100% wb conversion as the worst case scenario, nosh will increase to 2.1bil, and min 182 mil annual profit is needed to match last year annual eps which will translate to min 45.5mil per qtr. Its not an easy task but it has done so last qtr. My personal opinion - Frontkn has to deliver bombastic qtrly results (>50mil per qtr) in order for Mr. Market to price it higher.
Frontken Corporation Bhd (KL:FRONTKN) is in talks for three potential acquisitions as the semiconductor support services firm heads for record profits, analysts flagged on Monday.
One of the deals involve a US-based company that supplies a product needed for dry clean processes in the semiconductor sector, with estimated acquisition value in “hundreds of millions of ringgit,” NewParadigm Securities said and kept its “buy” call on Frontken following a post-earnings briefing.
“The acquisition target has a margin similar to Frontken, and would offer a potential base in the US,” NewParadigm said. “This is the most advanced deal, we infer, with potential to close in 2026 and contribute to earnings.”
