PRODVESTOR's comment on AIMFLEX. All Comments

PRODVESTOR
16 Like · Reply
My gut feeling tells me this stock will hit LU in 2025. Even though there’s no media coverage or mainstream news about this technology yet, you can easily find information by Googling. Companies like Nvidia, TSMC, ASE, Intel, Global Foundries, Broadcom, Jabil, Foxconn, MediaTek, UMC, and Vanguard are investing billions into co-packaged optics technology to replace copper wires, improve energy efficiency, and boost bandwidth. This is the first listed company in BM to bring such cutting-edge technology. Trust in them and give them sometimes .
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SEA BOBO
Nvidia in an 8K filing to the SEC noted the new US ‘AI Diffusion’ rule, will apply to a wide range of Nvidia GPU products, and compliance will take effect May 15, 2025 if not modified from its current form:
“Unless one of the new license exceptions is available to specific transactions, the worldwide licensing requirements will apply to the following NVIDIA products, and any others we develop that meet the characteristics of 3A090.a or 4A090.a, including but not limited to: A100, A800, H100...
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Like · 1 week · translate
SEA BOBO
Points out the SEC filing contains no warning of material impact.

讲了AI diffusion rule会影响他们的product的出货,不过又没有提到会对他们的业绩会有影响。。。
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SEA BOBO
@cheng
You may check how much money is in their balance sheet. Unutilized funds are around 10 million, so it's a 80+ million net cash company if we don't consider the funds that are raised from IPO and PP. How many penny stocks in Malaysia have the cash level same as them?
Let us pull out some of the small cap names that are listed in the tech SECTOR (machine makers)
1. ECA
2. EDELTEQ
3. AEMULUS
4. VIS
5. MMSV
6. ELSOFT
7. QES
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Like · 1 week · translate
SEA BOBO
Constantly loss making isn't going to bankrupt a business, but having a 'cash' flow problem will.
You may compare also how many of the names that I mentioned here are actually loss making. Some of them are not trying as hard as they were, and some of them are actually a distributor rather than a manufacturer.
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2 Like · 1 week · translate
cheng
Thanks, sea bobo. I think its fairly priced now since its back to pp price and will keep this in trading list. The winner is still Luster Chuah as they are getting min 0.5% yield from Aimflex yearly while shareholders are getting 0.2% from the share buybacks ctd; based on market cap of 200M at 0.13/0.135 cents. The net cash per share of 0.07 cents helps to set the downside of market price. Luster Chuah not in the rush and the quotes are provided by Mr. Market. Will be focusing on Mr. Market quotes without trumpeting Mr. Market moves in coming days.
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SEA BOBO
No problem.
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Wen Jun
Bearish market in this year….run for now good luck hahaha
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SEA BOBO
TRUMP: EVERY BIDEN EXECUTIVE ORDER WILL BE REPEALED
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cheng
Thanks, wen jun. Will set a stop loss if I am trading it. After all, old habits die hard when it comes to Luster Chuah :)
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LIAW SIN YI
很shui 噢!!jackpot 没中,这个又跌。。赌不过
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Tok Tiong
Just set alert at LU price and wait.
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SEA BOBO
Malaysia export data in last year December was actually very nice
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cheng
LU = Limit up? Aimflex? Not a good idea, Tok Tiong. Its Luster Chuah's counter. You have to leave when the music stops. Come back when the music starts. Now that it is back to pp price and downside is probably limited to 0.07 cents. Luster Chuahs are still the winner even at 0.13/lower as they are getting 1M remuneration :) Its better to set alert for announcement / support resistance by means of technical analysis instead of LU alert - announcement of acquisitions, pp, utilizations of funds for ppd / D&D and etc; signs of music starts.
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1 Like · 1 week · translate
SEA BOBO
@cheng
Imagine that you're the largest shareholder of aimflex, and your entry price is close to what the market is offering right now. How's your feeling after spending 2+ years to improve the fundamental of aimflex?
1. Broaden up client base
2. Bumping up cash reserve
3. Acquired companies to streamline your production
...
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Like · 1 week · translate
SEA BOBO
If your intention is just to collect salary from the company, why bother spending efforts to improve the fundamental of the company?
You should be parking all the money inside money market fund/fixed deposit to earn the interest rather than making bets that might cause your company to lose money.
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Like · 1 week · translate
cheng
tough question, sea bobo. I can't answer that bcos the assumption of Aimflex fundamentals has improved which I dont think so. However, I can share my opinions if the question is just being the largest shareholder and market price is the same as my holding price. My answers - Not a concern for me as I am still in control of the company and its still part of my empire.
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SEA BOBO
Oh ya... I forgot that you never bother to read and study the company...
You're the one who said half of their cash in the bank is coming from IPO + PP.
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SEA BOBO
The current executive chairman is not the founder of this company. He bought the stakes from awang and raised his holdings from pp.

Why bother to spend millions just to control this company? It's not a tough question, just that you're too lazy to find out.
1. Is it because he wants the salary?
**How many years of salary that he needs to collect just to breakeven?
2. Is it because he wants the cash of the company?
**Any hanky panky deals yet?
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Like · 1 week · translate
SEA BOBO
@cheng
No offense but I think the remuneration package for the chairman of your favourite companies should be more concerning.
His pocket money is coming from
1. Highest salary in BM
2. Non stop dividend payout
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Like · 1 week · translate
cheng
Lol, no offense? All is well. I thought you are getting personal and cannot accept other opinions. You are entitled to your opinions and I am entitled to mine. Dont have to be on the same page leh. I am not the chart maker ooh.
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Like · 1 week · translate
cheng
I heard there were 2 acquisitions in Jan 2023 done by Aimflex. Have you seen the share sale agreement details, sea bobo? I couldn't find the announcement in klsescreener. I am sure you have read it right? Can you share the link?
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Tok Tiong
dead fish here...
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cheng
woittt, dont say dead fish here, tok tiong. Lol, no pun intended.
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Tok Tiong
ok. wait salt fish revive. 王者归来。 Btw Derrick AFK for sometime..
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cheng
Luster Chuah's empire and old habits die hard, tok tiong :)
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cheng
aikss.. Sea Bobo AFK ke? You have been buying so much leh. 0.135/0.140 didnt shout buy? Btw, do share the share sales agreement link to the two acquisitions made by Aimflex back in January 2023. I am sure you have read about it right? You were so gung-ho about reading the report / balance sheet and being lazy to check right? Your confidence, FA and FOMO are top notch.
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SEA BOBO
https://www.uniontech.com.my/
https://owin.com.my/

They acquired 60% stakes from uniontech+owin and 80% stakes from esontech.

Afk because I'm quite busy recently.
CNY is coming :)
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cheng
Thanks, there is no share sales agreement?
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SEA BOBO
Let me do a simple math here,
1. Q1 - - 1.1 million profit
2. Q2 - - 3.7 million profit
3. Q3 - - - 0.5 million (3.4 million profit excluding forex loss)
4. Q4 - - let's assume 3 million profit excluding potential forex gain

1.1+3.7-0.5+3 = 7.3 million

Don't forget that their unrealised forex loss was 3 million in Q3.

What should be the pe ratio given?
10? 20? 30? I don't know, let the market to decide.
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Like · 1 week · translate
SEA BOBO
Share sales agreement?
Just korek from the announcement.
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SEA BOBO
Compare their cash flow statement with:
1. Edelteq
2. ECA
3. VIS
4. TT Vision
5. Elsoft
6. QES
...

Then look at their
1. Margins
2. Market cap
...
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SEA BOBO
They leased a factory at Perai for their operations in penang, which was used to cater by Malcan Technologies Sdn Bhd. It is located right beside owin industrial.
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Wen Jun
Leave bursa and join crypto you will found out more fun on crypto…Prodvestor going to silent now hahaha
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cheng
Dont need to korek because it is not published :) maybe bcos Luster Chuahs are the directors/substantial shareholders in both the company?
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Tok Tiong
Derrick abandoned this account or kena ban?
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Tok Tiong
short selling freezed. guess who is selling?
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SEA BOBO
UWC, Genetec 这些公司之前丢票的是谁?虽然不能1对1 compare,不过只要公司的fundamental没事,那就等咯。
如果fundamental有问题,到时候我才cut loss,就当作送钱拿教训,没问题吧?
1 Like · 1 week · translate
SEA BOBO
Low can go lower, high can go higher... If the market is rational/efficient, how to make money?
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Tok Tiong
SEA bobo. u still top up? i remember u last top up at 150.
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cheng
Only IBs can make buy call / sell call. Retailers should just share opinions and make your own decisions. So, its always good to have feedbacks that are against your own opinions as we maybe clouded by own biases. Feedbacks is a gift. Even IBs have their own biases.
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Like · 1 week · translate
SEA BOBO
@cheng
Yes, for the very first time... I agree with what you said. But this stock is not covered by any IB, you couldn't find any published research report from them.

@tok tiong
I am not comfortable to share my trades. No worries, I'm still holding firmly, not planning to sell at this moment.
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Tok Tiong
Aimflex got covered by UoB Ib for own customer group around August 2024. Called "Black horse of 2025 1H"...
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SEA BOBO
I see... Mind to share the report with me?...
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Tok Tiong
no report. only Ppt. I only managed to see that page shared by my friend.
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SEA BOBO
@tok tiong
Oh, shared during their investor briefing? Thanks for sharing :)
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Tok Tiong
yes. Got few group of ppl share about Aimflex as i know. Quite a few at 180-200 range. Short term no easy to go up. Unless Chuah do something. if no, just treat as long term camping. I have position here. But the amount insignificant to my portfolio. Just dont 揣测 Chuah should be ok.
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SEA BOBO
Thanks for sharing bruh.
This is a penny stock with plenty of floating shares. Not easy to push unless all the short term traders or punters got washed out.
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PRODVESTOR
Super cruel , 13 sen , who buy also kena.
2 Like · 1 week · translate
Michelle Yong
Relax lah...i oush it to 0.14 as usual
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Tok Tiong
Boss wan closing 135.. Michelle, u 100 cant help
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Admiral Adama
habis cerita?
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Michelle Yong
No more money
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Michelle Yong
Poor guy....now
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SEA BOBO
Sbb also no use, someone is throwing heavily
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Sid Narula
from 0.18 down :'(
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cheng
cerita baru start, adama. Tok tiong is right about "just dont 揣测 Chuah should be ok". They are the two Chuah from Luster and that calls for serious consideration of their track records in Luster :) Putting aside the biases on Luster Chuah - The 3 acquisitions made in 2023 did not contribute to higher revenue in 2023/2024 comparing to 2022 and though it is not significant from dollars perspective but raises question on mgmt investment decisions - 4M+ acquisitions cost, net assets of these 3 companies at 1.7M+ and resulted in goodwill of 3M+. Of the 3 companies, the first two seems to have the two Chuah as substantial shareholders and these two companies contributed to the higher goodwill allocation based on the Q1'23 report. The jump in the cash eq from FY21 to FY22 (20M+ to 70M+) is mainly due to the pp funds ; 31M from pp funds. And the last few years capex investment in ppe is equally bizarre (less than 3M yearly and Q3FY24 ctd at ~700k). Share buybacks ~0.2% against the market cap cum to date while the two Chuah are getting 0.5% yearly at the back of unutilized funds. The cash & cash eq is non operating asset and it provides safety though; 0.07 net cash per share and downside is limited to that in my personal opinion. Mr. Market has priced it back to pp price 0.13; fair but not cheap; nosh increased by close to 20% from 2022 to 2023 due to pp shares while eps dropped by 40% during the same fiscal year. The next music start will probably be utilization of the funds for ppd/D&D - capex on ppe and until the music stops again.
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2 Like · 1 week · translate
Admiral Adama
It is still too early to judge whether it is a fairy tale or ghost story. IMO the next music will starts only when they really show result. Otherwise it will just continue drifting around mean...
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Admiral Adama
like a chinese proverb says: 春江水暖鸭先知。So we should wait until the ducks say so...
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SEA BOBO
@cheng
Thanks for the throughout analysis. Are you an accountant or...?

@Adama
The Chinese proverb that you said is harder to understand than cheng's essay. I have to Google it to understand... LOL
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Remmy Jr
Damn.... how low can it go. Maybe I should avg down tomorrow.
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SEA BOBO
Super pain :(
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Remmy Jr
No pain, no gain. Just avg down and don't bother checking your portfolio for the time being. Sun will rise soon.
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Maritsu Mam
Super super pain
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cheng
approx 585k spent for share buybacks. way too low compared to what Luster Chuah is getting yearly. It should be at least 1M for share buybacks.
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SEA BOBO
Btw, 老千特狼普好像想要跟中国做朋友,多过作为敌人。这对一些依靠美国政策获益的大马企业好像不是好消息。。。

如果老千普真的能干平interest rate跟通膨,那样妈逼应该会很hoseh。经过上次的过山车,大马的科技公司应该有把握怎样做了。。。

人们口袋比较多钱的话,那样消费领域的科技产品跟汽车应该会有看头。
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Like · 6 days · translate
SEA BOBO
那些热钱应该会涌入香港股市。。。
Opps a bit 马后炮
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SEA BOBO
@derrick
You cut loss ady?
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cheng
0.07 safety net
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SEA BOBO
Let me oush it to 0.135...
100 unit will do.
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Tok Tiong
melt 130 today
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Michelle Yong
Actually everyday got a force to sell,then buy a little up. This trend quite unheathy.
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cheng
apt...apt...apt - guessing when will the music starts while Luster Chuah singing rpt...rpt...rpt. Lol, no pun intended. safety net 0.07, pp price 0.13 and market price 0.13/0.135. Fair but not cheap due to no growth since pp. 1:1 risk reward assuming 20% dilution from pp price?
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Like · 2 days · translate
SEA BOBO
Happy new year!
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Wen Jun
10:1 going to rm1 hehehe haha
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Kian Onnsie
Let see wei Jun..u this kind of ratt...cakap banyak tapi sendiri sapu banyak...hope u sui kaw kaw
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Wen Jun
Kian Onnsie you stay at high floor condo trap ke? Why so hate hahahaha I bet now you are the sui kaw kaw loss on this counter hahaha
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SEA BOBO
CNY liao eh, talk cock for what
Just cut loss and move to other counters la, Bursa got so many opportunities
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SEA BOBO
Regarding deepseek:
Scaling law 没死,商家还是要继续堆GPU来做training。不过做inference的chip也可以自家研发,所以对nvidia的gpu不是很敏感。
不论如何,大科技都需要大量的data centers来做training或者inference。这对半导体公司根本没有影响,反而是利好,因为整体的发展速度更快了,所需要的半导体也会开始产生变化,尤其是用户端,芯片的silicon数量会跟着改变,就连电池的大小都会需要更大,以support AI的function。
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Like · 1 day · translate
SEA BOBO
2025我对半导体的看法也是没变,市场还是需要更多,更强的芯片,来support接下来的AI revolution。
只是最好就pick那些主要的market不是在美国的公司进行投资,毕竟川建国同志时不时会发疯,导致不必要的volatility。
最近他对Taiwan的发言其实在我看来是政治所需,毕竟chips act已经跑了那么久,台湾的厂商都已经多数在美国落地了,他说的tariffs其实是希望美国人民都认为TSMC这些大厂跟小弟们会来美国投资都是他的政府的功劳,而不是biden送钱的功劳。
反而是中国的确让世界刮目相看,再加上那边的估值非常便宜,其实可以考虑。。。
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Like · 1 day · translate
SEA BOBO
China + 1, Taiwan + 1,这些故事,到了川建国的时代是否还会延续,这有待观察,毕竟川bibi的枪口是对准全世界,而不是中国一个罢了。
本地的厂商需要加油哦。。。如今的科技替换速度,根本就是超快的,如果没有对的布局,或者在一些技术上赢过中国,那就基本上完蛋了。。。

在这里祝福大家,新年快乐,心想事成,2025年继续huat,gong hei fatt choi, san tai gin hong!
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PRODVESTOR
Happy New Year @SEABOBO and every shareholders of aimflex . I'm still holding and looking forward to tambah more .
2 Like · 1 day · translate
PRODVESTOR
Busy BaiNian -Ing in CNY to get more angpao XD gets more bullets to hoot aimf
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Kian Onnsie
Wakaka..how do u know I at top up..aren't u a god....a dog god..and how I have plenty of money so do I care ur shit words..as long my lot are more than u .Mr wei Jun..dog poor man
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Kian Onnsie
U this kind of dog man.from the year I met so many.
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Kian Onnsie
At the end all eat shit
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Kian Onnsie
I am betting wei Jun are the dog who hold high floor..that why he keep barking. For no more money in CNY years ..good luck wei Jun
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SEA BOBO
Trump government is thinking to stricten the Nvidia chip export. Brace for the impact on Friday.
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Wen Jun
Pundek Kian was kena trap at high floor hahahah sorry I already earn and lari when 2023 hehe
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PRODVESTOR
China accounted for more than 15% of Nvidia’s revenues in its most recent quarter
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SEA BOBO
I think we all know that the whole Asia region (Singapore, China and etc) accounted for ~40% of Nvidia’s revenue. US is going to give Huawei angpau this year :)
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PRODVESTOR
Nvidia did background check on customer, making sure that the buyer is DC or AI player. But a lot of companies in ASEAN buy and sell to another 3rd parties , then flow to China ( China doesn't care about the price , they just want the chips ) , and trading players can earn a handsome profit , I heard more than 6-10% .
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3 Like · 20 hours · translate
SEA BOBO
The market is going to be more volatile...
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Admiral Adama
just look at the abnormal surge of revenue contribution by sg...
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SEA BOBO
Nvidia where got care one, they just want to sell as much as possible.
只眼开,只眼闭
钱进和包,代代平安

More downside & volatility coming soon...
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Like · 9 hours · translate
Kian Onnsie
Is ok.dog ..I have plenty of money not as u ..sleep poor eat poor like a cheap dog...keep comments here like don't u lose it here hahahhaha haha
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Kian Onnsie
Is ok. ..I have plenty of money not as u ..
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Kian Onnsie
as u ..sleep poor eat poor like a cheap ...keep comments here like don't u lose it here
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Kian Onnsie
Aiya every one in here also got their destination one.la
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Kian Onnsie
Dog life ..wei Jun I found u very sui ..CNy also must call u dog
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