104114788
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$Alibaba (BABA.US)$
Alibaba Group Q4 FY2024 earnings conference call is scheduled for February 20 at 7:30 AM ET / February 20 at 8:30 PM SGT / February 20 at 11:30 PM AEST. Subscribe to join the live earnings conference with management NOW!
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What do you expect from Alibaba Group's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presenta...
Alibaba Group Q4 FY2024 earnings conference call is scheduled for February 20 at 7:30 AM ET / February 20 at 8:30 PM SGT / February 20 at 11:30 PM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Alibaba Group's Q4 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presenta...

Alibaba Group Q4 FY2024 earnings conference call
Feb 20 20:30
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$Intel (INTC.US)$ so what does this mean ?
what it means is that broadcom and TSM no matter how much they might want to buy and tell and split it up between the two of them it would be prohibited by President Trump by their department of Justice because they're going to uphold the same exact standards as Biden
that's my opinion about not permitting it to go through you as a shareholder need to read everything that came out of Trump's cabinet today regarding acquisitions of companies
what it means is that broadcom and TSM no matter how much they might want to buy and tell and split it up between the two of them it would be prohibited by President Trump by their department of Justice because they're going to uphold the same exact standards as Biden
that's my opinion about not permitting it to go through you as a shareholder need to read everything that came out of Trump's cabinet today regarding acquisitions of companies
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$SUNCON (5263.MY)$ Sunway Construction is the main contructor for Johar Baharu RTS project, do you think they could be the contractor for the next phase package of Penang LRT project?
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104114788
commented on
JP Morgan Chase and Nomura successively cut valuations, Datacenter concept stocks continue to decline.
After the United States introduced export restrictions on artificial intelligence (AI) chips, Malaysian Datacenter concept stocks plummeted one after another, with the Put trend showing no signs of abating. Both JP Morgan Chase and Nomura Securities have downgraded industry ratings.
Nomura Securities reported that the proposed new regulations in the United States are unfavorable to the development of Datacenters in Malaysia, as Malaysia is classified as a 'Level 2 restricted' country, with a cap of 0.049 million H100 units, equivalent to less than 50 megawatts (MW) of AI information technology (IT) load capacity.
Although the restriction only targets advanced AI chips, not low-end chips, it is understood that most cloud computing deployments require advanced chips.
According to analysts, companies such as Microsoft, Amazon, and Google have launched large-scale AI datacenters in Malaysia and initiated the initial phase of construction.
Considering the country's advantages in land, electrical and hydraulic facilities, such as availability and low cost, Malaysia remains an ideal destination for VEU (UVEU) at a global level.
Nevertheless, UVEU may also decentralize its operations to countries like Thailand and Indonesia, reducing its capital expenditure plans in Malaysia.
Capital expenditure may decrease.
Nomura Securities believes that although UVEU will continue Malaysia's datacenter capital expenditure plan in the short term, it is not the case in the long term.
From the perspective of the new regulations in the USA, the government does not encourage companies to build AI infrastructure overseas, and has taken measures to address the midterm energy constraints in the USA. Future regulatory changes...
After the United States introduced export restrictions on artificial intelligence (AI) chips, Malaysian Datacenter concept stocks plummeted one after another, with the Put trend showing no signs of abating. Both JP Morgan Chase and Nomura Securities have downgraded industry ratings.
Nomura Securities reported that the proposed new regulations in the United States are unfavorable to the development of Datacenters in Malaysia, as Malaysia is classified as a 'Level 2 restricted' country, with a cap of 0.049 million H100 units, equivalent to less than 50 megawatts (MW) of AI information technology (IT) load capacity.
Although the restriction only targets advanced AI chips, not low-end chips, it is understood that most cloud computing deployments require advanced chips.
According to analysts, companies such as Microsoft, Amazon, and Google have launched large-scale AI datacenters in Malaysia and initiated the initial phase of construction.
Considering the country's advantages in land, electrical and hydraulic facilities, such as availability and low cost, Malaysia remains an ideal destination for VEU (UVEU) at a global level.
Nevertheless, UVEU may also decentralize its operations to countries like Thailand and Indonesia, reducing its capital expenditure plans in Malaysia.
Capital expenditure may decrease.
Nomura Securities believes that although UVEU will continue Malaysia's datacenter capital expenditure plan in the short term, it is not the case in the long term.
From the perspective of the new regulations in the USA, the government does not encourage companies to build AI infrastructure overseas, and has taken measures to address the midterm energy constraints in the USA. Future regulatory changes...
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$GTRONIC (7022.MY)$ benifited from AI
POET Technologies (PTK.V) on Tuesday said it completed its acquisition of Super Photonics Integrated Circuit Xiamen Co. (SPX).
Super Photonics is jointly held by, and previously operated as a joint venture between Poet and Quanzhou San'an Optical Communication Technology.
Poet which now has 100% ownership of SPX, will also change its name and may eventually merge operations with Poet Optoelectronics Shenzhen Co.
The SPX operation com...
POET Technologies (PTK.V) on Tuesday said it completed its acquisition of Super Photonics Integrated Circuit Xiamen Co. (SPX).
Super Photonics is jointly held by, and previously operated as a joint venture between Poet and Quanzhou San'an Optical Communication Technology.
Poet which now has 100% ownership of SPX, will also change its name and may eventually merge operations with Poet Optoelectronics Shenzhen Co.
The SPX operation com...
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$JinkoSolar (JKS.US)$ Jinko General manager got fired due to poor financial performance!