Gabriel Khoo

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

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Gabriel Khoo replied to comment on ARMADA.
可以自己看看balance sheet breakdown 不要一开口就印度账
3 weeks · translate
Gabriel Khoo replied to comment on ARMADA.
assets and loans majority usd
3 weeks · translate
Gabriel Khoo replied to comment on ARMADA.
Bumi Armada and Navigator Gas anticipate entering into definitive documentation for the Bluestreak CO2 joint venture by the end of the fourth quarter of 2024. The joint venture is subject to the execution of such definitive documentation, approvals by the respective boards of directors of Bumi Armada and Navigator Gas, applicable regulatory approvals and other customary closing conditions.
4 months · translate
Gabriel Khoo replied to comment on GBGAQRS.
应该要突破了.........加油
5 months · translate
Gabriel Khoo replied to comment on INARI.
At the same time, we understand that the company’s new memory business has made good progress, with the third and fourth production lines to start in September and plans to add 4 more in the first half of next year.



The company has established a new R&D department last year, and we estimate that the company will need to invest RM200 million in the next three years to develop new packaging platforms.
5 months · translate
Gabriel Khoo replied to comment on INARI.
We believe that the increasing adoption of fiber optic connections in AI data centers to meet high bandwidth and low latency requirements will benefit Inari Amertron’s business in Broadcom’s fiber optic transceivers, optical modules and programmable switches; and the company’s data communication business contribution is also expected to increase.

At the same time, we understand that the company’s new memory business has made good progress, with the third and fourth production lines to start in
5 months · translate
Gabriel Khoo replied to comment on INARI.
focus their service i.e. the advance packaging to customers instead of products.
7 months · translate
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