Teong Poh

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Joined Apr 2021

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other cost cutting measures include linking director fees to company performance. if no profit, no payout of director fees
1 week · translate
can consider layoff part of the juniors and automate the entry level tasks. All major tech companies like alphabet, Msft, Meta ... are doing that now
1 week · translate
90% of so called MOU end up as thin air. What is real is actual revenue received. if this is long term growth tech company, there will be plenty of entry points in the future. wait for it to below 30 or 25 cents first
1 week · translate
Need to explore US or EU customers. China customers cannot be depend on as many China companies survive on China government subsidy
1 week · translate
assuming a staff of 300 people, revenue per employee per month is about RM 8k, too low for any profitability, barely cover salary and not enough for rent, software licenses, misc spending. Revenue need to at least double or more before return to black again
1 week · translate
Q2 loss widen
1 week · translate
Malaysia IC design companies need to find way to break into US and Europe mkt. it is not easy but have to as to reduce risk exposure to just China. China will eventually source everything internally , as evident from all other industries they are in.
2 weeks · translate
given all the global geopolitical conflict, my recommendation is to avoid semicon counters for now and focus on the consumers and banking stocks
2 weeks · translate
for short to medium term, should look at test and assembly companies if semicon stocks is your cup of tea
3 weeks · translate
too many local companies providing the same design layout service and entry barrier is not high. margin is compressed and now many countries such as Vietnam, India and etc are joining in as competition. Most of semicon investment is in AI GPU and system and none of the local silicon design companies are able to have design win in AI. Let see what is the result of next qtr.
3 weeks · translate
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