Comments on MI

SEA BOBO

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因为Adama这个网友，让我开始研究起MI。虽然以前公司一直在业绩上起浮不定，但是公司积极成长是无可否认的事。以前的展望热爱画饼，但如今管理层的展望变得十分诚实，而我觉得这种态度是难能可贵的。MI有两个部门，一个是equipment，一个是material。从material说起，solder ball的确是用在CoWos 2.5D封装里所需要的material。Accurus也是其中一家主要supply solder ball给CoWos产业链的Taiwan公司。如今accurus在台湾跟中国都有据点，而在中国的厂房如今正在扩展，相信以后会能创造更多营业额。

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马来西亚周润发

刚刚研究了一下投行报告发现订单从5月的81m usd到现在11月的128m usd 所以老板之前泼冷水讲的复苏无望是讲爽的？

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SEA BOBO

整体复苏无望
其实整个领域只是logic跟memory在赚大钱罢了，剩下的还在寒冬，最主要的原因是消费者能力不在，通货膨胀太严重了。
公司突然给dividend相信也是要避开明年2%的tax。。。

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Eric Fong

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Dividend Rm0.035

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tang chun hian

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什么理由业绩那么差今天还账那么多？

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tang chun hian

难于捉摸你的股票，今天又涨那么多。。。

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Yong Hao

股市预期就是这样哈哈哈。。。股价低位，而且又最坏的提前跌了，复苏在前头

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Tok Tiong

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Fortunately, bad days are over. Let go and bet for recovery next Q

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Tok Tiong

let profit roll...

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Tok Tiong

Secured some profit.

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Eric Fong

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账目上是亏，但看现金流报表，外汇亏损还未真正实现的。

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cheng

MI seems to be putting a lot more focus in China via MiSE; continuously increasing its investment. Trump's presidency / policies seems to be aligned to proposals outlined in Project 2025; far-right ideologies. He has called for shutting down of federal's department of education and this is mentioned in Project 2025. And China is a threat in Project 2025.

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cheng

Defence, trade and technology. It's a question of how much is the impact and how soon will the impact kicks in.