Book Soon Tan's comment on AIMFLEX. All Comments
Book Soon Tan
5 Like · Reply
This chuah family team con jobs. To lure you in to their trap. Run....
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2 days · translate ·
Tok Tiong
Mari Gold: Run, Barry run
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Frankie Haw
Look at Luster, after so many years under Chuah also got no improvement at all, I think Aimflex also will be same as Luster
1 Like · 2 days · translate
Johnny Siew
Just see some improvement , let’s see coming qr is how ?
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SEA BOBO
The volume is quite interesting... RM0.69 is ngam ngam 1 billion market cap...
1 Like · 2 days · translate
Derrick Millionaire
Since Chuah’s appointment to AIM in September 2022, the company has undergone a transformative journey, marked by remarkable achievements:

Orchestrated three strategic M&A transactions at an impressively modest total cost of under RM 5 million.

Elevated net cash reserves from RM 22 million to an enviable RM 100 million, underscoring exceptional financial stewardship.

Significantly diversified its revenue streams, reducing Dyson’s contribution from a commanding 80% to a mere 20%.
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1 Like · 2 days · translate
Derrick Millionaire
Expanded its product portfolio with the introduction of groundbreaking, cutting-edge technologies.

Secured a coveted 10-year tax exemption from MITI, extending until 2032, ensuring fiscal advantages for the decade ahead.

Established an advanced manufacturing facility in Penang, poised to cater to the evolving needs of a growing client base in the region.
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1 Like · 2 days · translate
Derrick Millionaire
https://www.theregister.com/2024/11/28/ai_copper_cables_limits/
2 Like · 2 days · translate
Derrick Millionaire
Good article to read , shared by @SEA BOBO
1 Like · 2 days · translate
Mari Gold
Derrick gor, sometimes the more u show the more u lose. U can refer Cheng who very actively explain how good genm and genting are. In the end, all ppl follow him go holland.
1 Like · 2 days · translate
Derrick Millionaire
Well noted Mari , thanks for reminder , for my own research only .
1 Like · 2 days · translate
Sid Narula
bought at 0.18.. going to hold
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SEA BOBO
@Mari
I think the intention of Derrick is just to share with us what he knows. No harm to spend some time to study what's silicon photonics.
I bet 80% of the audiences here don't even bother to understand what's silicon photonics copackage.
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2 Like · 2 days · translate
SEA BOBO
Not many people will jump in after reading what Derrick shares la. But genting is a total different story.
3 Like · 2 days · translate
TA Lim
DM ,谢谢你的分享，我也觉得他做了很多东西。只是没有出来见面、登报纸别人就以为他没做东许。公司有没有进步，比较2021和现在就知道了。我的Remisier 说今天是因为他们变成non shariah compliance, 原因是cash 太多
2 Like · 2 days · translate
TA Lim
@SEA BOBO 什么来的, 没听过
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SEA BOBO
登报纸的时候就是你要卖的时候了。。。
简单来说就是把optical module放在同一个substrate跟cpu, memory这些一起组装起来。这样就会ditch掉network的optical fibre跟芯片之间的连接（多数是copper wires）。copper wires很多问题，大致上就是它能传输的数据量远远不够optical fibre来的大跟快，加上数据在传输中会corrupt而且又耗电。所以直接把optical fiber接去芯片会是一个大家都非得去做的一个科技创新。
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4 Like · 2 days · translate
SEA BOBO
就比如nvidia的芯片，你把memory摆在中央处理器的旁边，这样会减少数据routing的时间，或者数据在传输中corrupt掉的风险。加上如今的hbm的bandwidth是ddr的几百倍，才能在一个时间里把大量的数据传去给你的处理器进行process。如果把memory摆在角落，这样其routing会需要时间，数据也可能corrupted。现在copackage的做法就是犹如直接把memory放在你的中央处理器旁边。。。就是这么一回事
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3 Like · 2 days · translate
TA Lim
@Mari 昨天已经出了
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TA Lim
@SEA BOBO 好chim，好像明白又好像不明白。Aimflex 负责 ？
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Derrick Millionaire
@SEA BOBO , people will only buy when the good news out or when the price is at the peak . Market norms .
2 Like · 2 days · translate
TA Lim
公司不是有九千多万的现金？不能够应付吗？
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TA Lim
@SEA BOBO 当等报纸时候就是要跑了, 看看L&P 一登报纸股价之家从 0.59 插水到现在。我还希望投资公司的老板能够静静专注搞业绩
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SEA BOBO
IPO啊。。。
很少有greatech这种真的那么好料而且愿意跟你分享的公司了。把bursa当作atm cash out的公司太多了。。。
1 Like · 2 days · translate
TA Lim
今天被移除 shariah compliant ，入场的好时机。
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TA Lim
第三大股东就是Shariah fund ，不管怎样今天都得卖完。
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Wen Jun
跑路咯 哈哈哈哈 那几条车大炮去了哪里？
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Kenny Lau
qr应该不会差，但是技术角度来说今天这根阴柱已经破坏近期的图表了，qr出也不会改变太大，看来要继续被套一阵子。。。
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SEA BOBO
全部shariah compliance的funds都要卖
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Mari Gold
16:49 watch show, tgv or gsc
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TA Lim
对啊, 这个好像是SC 的 rules ，没办法
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Tok Tiong
who say shariah must sell today? they given few months to sell. Can refer back penta case before.
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Derrick Millionaire
Very good price to buy , one leave another will come , QR risk only forex loss
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Derrick Millionaire
The throw down by Shariah fund , create panic in the market as they are the Top 3 fund in Top 30
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SEA BOBO
For investors who invest based on Shariah principles, the Shariah Advisory Council (SAC) of the Securities Commission Malaysia (SC) advise to dispose of any Shariah non-compliant securities which they presently hold, within a month of knowing the status of the securities.
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1 Like · 2 days · translate
TA Lim
如果赚钱的话,需要马上卖出
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SEA BOBO
For securities that have lost their Shariah compliant status, investors must liquidate them promptly. Any capital gain arising from the disposal of these Shariah non-compliant securities made at the time of the change-in-Shariah-status announcement can be kept by the investors.
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1 Like · 2 days · translate
TA Lim
外面说是因为现金太多的问题，现金/净资产必须少于33％
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SEA BOBO
之前厚厚的buy queue应该就是准备接盘的
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Derrick Millionaire
I think the manulife Shariah fund disposed all today . I think the price will rebound next week .
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Derrick Millionaire
That's not Shariah fund , only Manulife
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Tok Tiong
so anyone add today? i already up boat.
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Andrew Chong
up boat jor haha
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Mari Gold
Derrick, hopefully. Coz i what i google show ing they are shariah compliance.
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Sonny Tan
QR coming out soon
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Derrick Millionaire
Expected Forex loss , today sell down is an opportunity. I think next week will rebound, fund clear all today
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Tok Tiong
got Sea bobo, Derrick and 股精。。 same boat.. dont worry.
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Andrew Chong
want die, die together haha
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Sonny Tan
all bad news come out satu kali is the best la next uptrend no more bad news
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Derrick Millionaire
Today Shariah compliant is unexpected
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Derrick Millionaire
Shariah fund must dispose
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Derrick Millionaire
Find more bullets on weekend , next week hoot sama dia
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Tok Tiong
walau. u guys talk so much.. no one buy.. gg up car liao. haha
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Derrick Millionaire
Find more bullets to buy , today suddenly crash , where to find bullets
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Captain MY
Derick millionaire can hoot many many
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Derrick Millionaire
@Captain MY , next week sell BMG to buy
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Kenny Lau
me at 0.18 ：）no worry those who up boat today
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Captain MY
I hold BMG
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Sonny Tan
I bought already ..pray hard hard next week rebound
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Derrick Millionaire
@Captain MY , I will sell some mother and hold warrant , then use the money to add more this counter
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Derrick Millionaire
4.21 millions of forex loss , wow , without this PAT not bad
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Derrick Millionaire
not bad not bad , today should be fund dispose , not caused by qr
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Admiral Adama
apahal suddenly drop? qr bomb?
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Derrick Millionaire
Removed from Shariah Compliant , fund inside top 30 are Shariah fund
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Tok Tiong
haha.. PAT new high?
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SEA BOBO
PAT not new high la...
It's a flat quarter with higher revenue
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Admiral Adama
gross margin% maintain at ~30% as usual...
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Derrick Millionaire
Higher if compared to last year , flat compared to last Q
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SEA BOBO
Penta team didn't teach aimflex to do hedging kah
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Derrick Millionaire
CFO is too young , Penta Chuah son
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SEA BOBO
This quarter without forex loss, should be a higher revenue + pat yoy
5 Like · 2 days · translate
Derrick Millionaire
no qr bomb, only Shariah compliant thing
1 Like · 2 days · translate
TA Lim
幸好刚才买了一点，星期一继续加码
1 Like · 2 days · translate
Tok Tiong
股精说公司现金 94.5m...
1 Like · 2 days · translate
Derrick Millionaire
Aimflex Group continue demonstrating resilience and adaptability, seizing every opportunity amidst market volatility and geopolitical tensions. The Group is also actively pursuing suitable business acquisitions, investing in R&D, identifying and commercialising cutting edge technologies and broadening its product range. The Group is beefing up its team to deliver the best-in-class automation solutions and is committed to collaborate with its customers to address their unique needs.
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1 Like · 2 days · translate
Derrick Millionaire
Excluding the foreign exchange loss amounting to RM4.21 million (Realised foreign exchange loss – RM1.20 million / Unrealised foreign exchange loss – RM3.01 million), our group profit before tax is RM3.568 million as below:
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Derrick Millionaire
97 million cash on hand
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SEA BOBO
Aimflex got do analyst briefing?
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Derrick Millionaire
if want goreng type, can do huge event like other , no newspaper or any research brokers talk about this company
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SEA BOBO
Interesting...
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Derrick Millionaire
@SEA BOBO what do you think ?
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SEA BOBO
The forex loss is something that's kinda expected. Without the forex loss, the revenue and the profit are yoy higher. It's actually a decent qr.
If everything goes well, Q4 should be a good quarter. My target price is at least RM0.22...
Not a buy or sell call. Just my sinkalan opinion.
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2 Like · 2 days · translate
Mr K
this counter got some research brokers buy call like 股市基精 , Derrick do you know that guys? hehehe
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Derrick Millionaire
I'm in tele , but I do my own research and analysis .
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Derrick Millionaire
everyone can lie , but balance sheets / cash flow can't lie
1 Like · 2 days · translate
TA Lim
@Adama 蛮高的，大概 36％
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TA Lim
@SEA BOBO 这个季度没有说到SiPh , 感觉他们好像在隐藏
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TA Lim
@Tok Tiong 现金九千七百万,管理层说六百八十万拿来做Capex commitment
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Tok Tiong
没看到non shariah的公告
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TA Lim
List of Shariah-Compliant Securities - Shariah-Compliant Securities | Securities Commission Malaysia
https://www.sc.com.my/development/icm/shariah-compliant-securities/list-of-shariah-compliant-securities
3 Like · 2 days · translate
TA Lim
去这里看就有了，刚看年报 Top 3 就是Shariah fund 还有22/24/27今天一起卖
1 Like · 2 days · translate
TA Lim
For securities that have lost their Shariah compliant status, investors must liquidate them promptly. Any capital gain arising from the disposal of these Shariah non-compliant securities made at the time of the change-in-Shariah-status announcement can be kept by the investors.
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2 Like · 2 days · translate
TA Lim
@Tok Tiong 现金超过一亿令吉,看 Cash Flow ，不要看 translation difference .
3 Like · 2 days · translate
SEA BOBO
@TA Lim 应该不是隐瞒，而是还在做着。就算做好了，还要给客户检查，客户给feedback说可以了，才能量产。做生意没那么快的，要有耐心。。。
以上都是我猜罢了 xD。。。
不过业绩方面除了forex loss，我看是没问题了。。。
3 Like · 2 days · translate
TA Lim
没有花言巧语 , 没有花大饼，SiPh 一个字都不提。终于明白你说什么了。没有任何报纸分析员报导，管理层想静静干生意。
Like · 1 day · translate
TA Lim
难得、难得、现在的管理层都是喜欢说故事、最后有没有做出来也不重要，最重要是可以“拿钱”。
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TA Lim
里面说到简单的一句“Commercialization Cutting Edge Technology ”
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SEA BOBO
可以refer chuah的另一个venture, lfecorp，是一个cash rich with bright prospect 的公司。从2022算起至少起了三倍 。。。
2 Like · Yesterday · translate
拯救散户们
Talk 3 talk 4 still downtrend haha
Like · 20 hours · translate
TA Lim
他的强项就是把公司转型成零负债并实现净现金流。他在2016年进入Penta 时 Penta 净负债， 现在净现金 4亿令吉，过后股价从RM 0.02 涨了超过10,000%

Aimflex 在他加入前公司现金只有2000万令吉。现在增长到1亿令吉，翻了5x

现金一个亿，资产 1.6 亿
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5 Like · 18 hours · translate
TA Lim
Net Cash Ranking

INARI 2.1B
MPI 1.03 B
PENTA 470m
FPI 400 m
FRONTKN 380m
VITROX 300m
MI 300 m
GREATECH 210m
AIMFLEX 100 m
UWC 80 m
PIE 20 m
SFPTECH - 30m
D&O - 300 m
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1 Like · 11 hours · translate