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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16 hours · translate ·
Derrick Millionaire
https://www.theregister.com/2024/11/28/ai_copper_cables_limits/
2 Like · 14 hours · translate
Derrick Millionaire
Good article to read , shared by @SEA BOBO
1 Like · 14 hours · 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 · 13 hours · translate
Derrick Millionaire
Well noted Mari , thanks for reminder , for my own research only .
1 Like · 13 hours · translate
Mari Gold
I understand your intention too, but market is cruel. Always rmb 80-20 rule, if u want to join big train, collect it silently. Or else, train wont move due to overload of passengers. Cheer
Like · 13 hours · translate
Sid Narula
bought at 0.18.. going to hold
Like · 12 hours · translate
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 · 12 hours · translate
SEA BOBO
Not many people will jump in after reading what Derrick shares la. But genting is a total different story.
3 Like · 12 hours · 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 · 12 hours · translate
TA Lim
@SEA BOBO 什么来的, 没听过
Like · 12 hours · translate
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 · 12 hours · 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 · 12 hours · translate
Mari Gold
@sea bobo, 说得也对，网络自由。 研究和分享也是一种智慧。
1 Like · 12 hours · translate
Mari Gold
@Ta Lim non syariah的announcement 都还没公布呢。 消息真灵通。
Like · 11 hours · translate
TA Lim
@Mari 昨天已经出了
Like · 11 hours · translate
TA Lim
@SEA BOBO 好chim，好像明白又好像不明白。Aimflex 负责 ？
Like · 11 hours · translate
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 · 11 hours · translate
Mari Gold
@Ta Lim, 不好说，那间子公司有能力接吗？ 需要做 capex和引进技术人才方有看头
Like · 11 hours · translate
TA Lim
公司不是有九千多万的现金？不能够应付吗？
Like · 11 hours · translate
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
Like · 11 hours · translate
Mari Gold
利息那么高，放FD躺平更香。大多数都是等利率降低到不吸引了才会开始扩展业务。如果看好它就买了收着吧，是金子总会发光
1 Like · 11 hours · translate
Mari Gold
现金为王，活着才是王道啊
2 Like · 11 hours · translate
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 · 11 hours · translate
TA Lim
今天被移除 shariah compliant ，入场的好时机。
Like · 9 hours · translate
TA Lim
第三大股东就是Shariah fund ，不管怎样今天都得卖完。
Like · 9 hours · translate
Wen Jun
跑路咯 哈哈哈哈 那几条车大炮去了哪里？
Like · 9 hours · translate
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。。。
Like · 9 hours · translate
SEA BOBO
全部shariah compliance的funds都要卖
Like · 9 hours · translate
Mari Gold
16:49 watch show, tgv or gsc
Like · 9 hours · translate
TA Lim
对啊, 这个好像是SC 的 rules ，没办法
Like · 9 hours · translate
Mari Gold
好事来的，不错杀哪来富贵？
Like · 9 hours · translate
Tok Tiong
who say shariah must sell today? they given few months to sell. Can refer back penta case before.
Like · 9 hours · translate
Derrick Millionaire
Very good price to buy , one leave another will come , QR risk only forex loss
Like · 9 hours · translate
Derrick Millionaire
The throw down by Shariah fund , create panic in the market as they are the Top 3 fund in Top 30
Like · 9 hours · translate
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 · 9 hours · translate
TA Lim
如果赚钱的话,需要马上卖出
Like · 9 hours · translate
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 · 9 hours · 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％
Like · 9 hours · translate
Mari Gold
5% 差不多70mil shares 有排跌哦
Like · 9 hours · translate
SEA BOBO
之前厚厚的buy queue应该就是准备接盘的
Like · 9 hours · translate
Derrick Millionaire
I think the manulife Shariah fund disposed all today . I think the price will rebound next week .
Like · 9 hours · translate
Mari Gold
Aham and AIIman together approximate 5-6%
Like · 9 hours · translate
Derrick Millionaire
That's not Shariah fund , only Manulife
Like · 9 hours · translate
Tok Tiong
so anyone add today? i already up boat.
Like · 8 hours · translate
Mari Gold
Tol tiong, if oni Manulife shariah compliance then next week i oso want up boat liao
Like · 8 hours · translate
Andrew Chong
up boat jor haha
Like · 8 hours · translate
Mari Gold
Derrick, hopefully. Coz i what i google show ing they are shariah compliance.
Like · 8 hours · translate
Sonny Tan
QR coming out soon
Like · 8 hours · translate
Mari Gold
Later still have one expected qr boom leh… wan so rush meh. Later weekend cant sleep. Hahaha
Like · 8 hours · translate
Mari Gold
Last day release, comlan7firm bad bad result
Like · 8 hours · translate
Derrick Millionaire
Expected Forex loss , today sell down is an opportunity. I think next week will rebound, fund clear all today
Like · 8 hours · translate
Tok Tiong
got Sea bobo, Derrick and 股精。。 same boat.. dont worry.
Like · 8 hours · translate
Andrew Chong
want die, die together haha
Like · 8 hours · translate
Sonny Tan
all bad news come out satu kali is the best la next uptrend no more bad news
Like · 8 hours · translate
Derrick Millionaire
Today Shariah compliant is unexpected
Like · 8 hours · translate
Derrick Millionaire
Shariah fund must dispose
Like · 8 hours · translate
Derrick Millionaire
Find more bullets on weekend , next week hoot sama dia
Like · 8 hours · translate
Tok Tiong
walau. u guys talk so much.. no one buy.. gg up car liao. haha
Like · 8 hours · translate
Derrick Millionaire
Find more bullets to buy , today suddenly crash , where to find bullets
Like · 8 hours · translate
Captain MY
Derick millionaire can hoot many many
Like · 8 hours · translate
Derrick Millionaire
@Captain MY , next week sell BMG to buy
Like · 8 hours · translate
Kenny Lau
me at 0.18 ：）no worry those who up boat today
Like · 8 hours · translate
Captain MY
I hold BMG
Like · 8 hours · translate
Sonny Tan
I bought already ..pray hard hard next week rebound
Like · 8 hours · translate
Derrick Millionaire
@Captain MY , I will sell some mother and hold warrant , then use the money to add more this counter
Like · 8 hours · translate
Mari Gold
This counter best up boat range is 0.15, while landed at port 0.19 - 0.20 . Unless core boat foundation changed then is another story
Like · 8 hours · translate
Derrick Millionaire
4.21 millions of forex loss , wow , without this PAT not bad
Like · 8 hours · translate
Derrick Millionaire
not bad not bad , today should be fund dispose , not caused by qr
Like · 8 hours · translate
Admiral Adama
apahal suddenly drop? qr bomb?
Like · 8 hours · translate
Derrick Millionaire
Removed from Shariah Compliant , fund inside top 30 are Shariah fund
Like · 8 hours · translate
Tok Tiong
haha.. PAT new high?
Like · 8 hours · translate
SEA BOBO
PAT not new high la...
It's a flat quarter with higher revenue
Like · 8 hours · translate
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
Like · 8 hours · translate
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
Like · 8 hours · translate
SEA BOBO
This quarter without forex loss, should be a higher revenue + pat yoy
5 Like · 8 hours · translate
Derrick Millionaire
no qr bomb, only Shariah compliant thing
1 Like · 8 hours · translate
TA Lim
幸好刚才买了一点，星期一继续加码
1 Like · 8 hours · translate
Tok Tiong
股精说公司现金 94.5m...
1 Like · 8 hours · 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 · 8 hours · 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:
Like · 7 hours · translate
Derrick Millionaire
97 million cash on hand
Like · 7 hours · translate
SEA BOBO
Aimflex got do analyst briefing?
Like · 7 hours · translate
Derrick Millionaire
if want goreng type, can do huge event like other , no newspaper or any research brokers talk about this company
Like · 7 hours · translate
SEA BOBO
Interesting...
Like · 7 hours · translate
Derrick Millionaire
@SEA BOBO what do you think ?
Like · 7 hours · translate
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 · 7 hours · translate
Mr K
this counter got some research brokers buy call like 股市基精 , Derrick do you know that guys? hehehe
Like · 4 hours · translate
Derrick Millionaire
I'm in tele , but I do my own research and analysis .
Like · 4 hours · translate
Derrick Millionaire
everyone can lie , but balance sheets / cash flow can't lie
Like · 4 hours · translate
TA Lim
@Adama 蛮高的，大概 36％
Like · 4 hours · translate
TA Lim
@SEA BOBO 这个季度没有说到SiPh , 感觉他们好像在隐藏
Like · 4 hours · translate
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
Like · 4 hours · translate
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 · 4 hours · 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 · 4 hours · 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 · 4 hours · translate
TA Lim
@Tok Tiong 现金超过一亿令吉,看 Cash Flow ，不要看 translation difference .
2 Like · 3 hours · 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。。。
Like · 2 hours · translate