Mocha Wei
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$INARI (0166.MY)$ will breach beyond 2.90 should there be no depressing news in the coming days.
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$INARI (0166.MY)$ Endlessly dropping
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Mocha Wei
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(Kuala Lumpur, 10th) USA is considering further restrictions on the export of artificial intelligence (AI) chips, but most investment banks believe that this will not have a significant impact on Malaysian technology companies.
Kennag Investment Bank analysts pointed out that under this new US regulation, Malaysia and most countries globally are in the 'Level 2 Restricted' category, and local businesses such as Yeong Chung Lee Electrical Utilities and NationGate Holdings involved in AI technology will not be affected by the new restrictions mentioned above. $YTLPOWR (6742.MY)$ and NationGate Holdings $NATGATE (0270.MY)$ businesses involved in AI technology, will not be affected by the new restrictions mentioned above.
Although at the national level, countries under 'Restriction Level 2' will face a cap when importing AI chips from the USA, as long as end-users obtain Verified End-User (VEU) status from US authorities, they can bypass the new regulations and import AI chips without restrictions. Therefore, we believe that Yang Zhongli's electrical AI-related businesses will not be affected.
The analyst also mentioned that the situation of NationGate Holdings' AI server assembly business is similar, as their customers will not be impacted by the new regulations as long as they acquire VEU status.
What is even more reassuring is that NationGate Holdings' customers have already been approved by NVIDIA.
Below the maximum restriction limit
Industrial analysts at Industrial Investment Bank believe that although the indirect impact of the new regulations in the USA is difficult to estimate, the local technology sector has a small share in the global AI supply chain, so the direct impact...
Kennag Investment Bank analysts pointed out that under this new US regulation, Malaysia and most countries globally are in the 'Level 2 Restricted' category, and local businesses such as Yeong Chung Lee Electrical Utilities and NationGate Holdings involved in AI technology will not be affected by the new restrictions mentioned above. $YTLPOWR (6742.MY)$ and NationGate Holdings $NATGATE (0270.MY)$ businesses involved in AI technology, will not be affected by the new restrictions mentioned above.
Although at the national level, countries under 'Restriction Level 2' will face a cap when importing AI chips from the USA, as long as end-users obtain Verified End-User (VEU) status from US authorities, they can bypass the new regulations and import AI chips without restrictions. Therefore, we believe that Yang Zhongli's electrical AI-related businesses will not be affected.
The analyst also mentioned that the situation of NationGate Holdings' AI server assembly business is similar, as their customers will not be impacted by the new regulations as long as they acquire VEU status.
What is even more reassuring is that NationGate Holdings' customers have already been approved by NVIDIA.
Below the maximum restriction limit
Industrial analysts at Industrial Investment Bank believe that although the indirect impact of the new regulations in the USA is difficult to estimate, the local technology sector has a small share in the global AI supply chain, so the direct impact...
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$INARI (0166.MY)$Down the mountain slope...
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Mocha Wei
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$INARI (0166.MY)$ Similar correction pattern occured after touching resistance zone, poised to rebound this week?
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Mocha Wei
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$INARI (0166.MY)$ It seems that the technology sector is expected to rise in the next few months and form a cup pattern.
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Mocha Wei
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$INARI (0166.MY)$ Come and fly. There are 13 days left this year until next year, you are at 3.50 is your position.
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Mocha Wei
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Mocha Wei
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$LHI (6633.MY)$ Suddenly the buy queue for 0.695 totally disappear at 11.08am, then 0.695 appear as ASK/SELL price. And after than many GREEN upward transactions at 0.695 ???
Update:
Somehow Moo Moo was NOT capturing that there was a huge SINGLE 4445K lot SELL at 0.695 at 11.08am.
The sale was missing in the quote transaction history..
Update:
Somehow Moo Moo was NOT capturing that there was a huge SINGLE 4445K lot SELL at 0.695 at 11.08am.
The sale was missing in the quote transaction history..
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Mocha Wei
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$MI (5286.MY)$ currently still cheap, after today AGM might be good news coming soon 🚀🚀
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Mocha Wei : On the road 2.50