cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.

Joined Dec 2017

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Depending on percentage of revenue contributed by the affected products, green. These products will no longer be available in Japan, China, Taiwan, Korea, India, US, UK, France, Italy, Netherlands and Germany
14 hours · translate
they cannot sell the affected products listed in the patents infringement case anymore in markets where Nichia has patents to safeguard its design. Cannot sell and cannot produce since not paying royalties.
16 hours · translate
I like that, ikhwan azmi. you are probably familiar with fibonacci retracement concept or ewt :)
16 hours · translate
indeed its not good, green. Mgmt should have used the money to pay royalties to Nichia so that D&O can keep using their design. Unfortunately, its too late now. Nichia and Osram have signed a deal to cross-license their patents.
18 hours · translate
what is the 62 lots code? which insti's fund manager uses code 62?
19 hours · translate
kaput. Patent infringement and now capex for plant 3 halted and redirected to other purposes. Capacity for plant 3 no longer needed.
1 day · translate
The ball is in the boss's court now given the details shared by RHBInvest :) He has to show signs of growth going into FY26 to convince more insti to buy in and for existing insti in the current top30 to increase their shareholdings.
1 day · translate
No details on the US-based company yet. Margin similar to Frontken is not good in my personal opinion, 阙薛. In fact, most acquisitions by companies on the KLSE tend to destroy shareholder value instead of creating/increasing value :( The US-based company should have margins >> Frontken and its products command a decent market share in the semiconductor dry clean process. It will be even better if the company/revenue is growing.
2 days · translate
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.
2 days · translate
push warrant, mother share has to follow :)
3 days · translate
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