PRODVESTOR

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Joined Nov 2023

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PRODVESTOR replied to comment on AIMFLEX.
Have a look at ECA QR, which was just released yesterday
2 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
If excluded the forex loss on last QR , PAT year on year up more than 100% . A few things to check on P&L , balance sheet , cash flow , revenue etc
2 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
@SEABOBO , Dnex found 2 strong muscle to support their expansion and upgrade in 2021, but they screw it : CGP and Foxconn . They have only 400 mil cash after so many rounds of funds raising, can't even buy EUV machine , how to upgrade their machines and move on to advance logic technologies
2 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
The addresss is on website, you can just drive and have a look with your own eye =)
2 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
@Mari Gold , go witness yourself at their penang plant
3 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
Malaysia has commited multi billion to Silterra before being sold to Dnex , but as you know, it's all mismanaged like Pos and Mas / Msm
5 hours · translate
PRODVESTOR replied to comment on UWC.
Last QR, if excluded forex losses are also around 11.8 m , if we give FY25F PAT 80 m , one QR 20 m PAT , PE also more than 50 . For me, it is more like a trade that worst is over only
5 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
Silterra is still at 200mm , tsmc also going to 2 nm haha , how to compete with global wafer .
5 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
Foxconn stays in penthouse till 2030 lolz
15 hours · translate
PRODVESTOR replied to comment on AIMFLEX.
Silterra at ancient chips, lol
15 hours · translate
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