Just found $NATGATE (0270.BMS)$ The trade payable of 467 million is 172 million more than the trade receivable of 295. The sudden surge of the Malaysian currency should result in very high forex gains in the next performance, haha...
And fortunately, the 400 million from the pp was obtained after the surge of the Malaysian currency. The cost of buying imported parts such as CPU/GPU should be much cheaper in the future, haha...

$NATGATE (0270.BMS)$ The performance is slightly lower than my estimated 30-40 million, and the reason is that admin expenses have doubled...
If calculated based on an AI server worth RM1-1.5 million, the estimated shipment volume for this quarter is only 300-400 units, which is not much. These few hundred AI servers can't even fill up one of the rooms in a large datacenter...

Hi, mooers!
VETECE Holdings Berhad $VTC (0319.BMS)$ is expected to officially start trading on Aug 28.
The IPO has attracted 31,054 applicants requesting a total of 3,692,919,000 shares, valued at approximately RM923.23 million, which has been oversubscribed by 187.41 times.
How will the market react to the IPO results? Make your guess now!
(Vote will close at 14:30 AM MYT on Aug 28)
🎁 Rewards:
● An equal share ...

In terms of dollars, gold has indeed risen quite a bit...
But if you calculate it in Malaysian dollars, it's meh...
The trend of gold stocks is weak; there is no way that the Malaysian currency is too strong...
$POHKONG (5080.BMS)$
$TOMEI (7230.BMS)$
$YXPM (0250.BMS)$
$BAHVEST (0098.BMS)$

$MI (5286.BMS)$ The 24Q2 results were announced yesterday. As demand for advanced packaging increased in Taiwan and South Korea, both revenue and net profit reached record highs.
But what is most puzzling is that the management actually threw a bigger and colder pot of cold water on the performance outlook than last time...
Personally, I think the semiconductor industry is not fully recovering. For example, stocks of mature chips such as automotive semiconductors are still high. However, since the company's main business is in the advanced packaging supply chain, you can clearly see that the company's performance recovery is far ahead of other Malaysian semiconductor industry chain companies. The reason why the stock prices of most Malaysian semiconductor industry chain companies cannot keep up with the increase of global semiconductor technology companies is because these companies are all in the traditional packaging supply chain.
Advanced packaging is the future. Compared to traditional packaging, advanced packaging has many advantages. For example, breaking through the limits of Moore's Law, improving chip performance, reducing chip power consumption, and reducing production costs and chip size can be made smaller and smaller.
Although management is pessimistic about the future, I still don't think there is any slowdown in demand for advanced packaging at this stage. Especially under the current trend of artificial intelligence gold mining, TSMC Advanced Packaging CoWOS and Samsung/SK Hynix/Micron HBM are already full next year's production capacity! So I don't agree with the management's outlook on the industry!
However, this only means that I am still optimistic that the company's turnover will continue to increase; it does not mean that I am optimistic that net profit will continue...

Over the past few days, I've seen many retail investors and Guru share words such as “others are afraid I'm greedy” on social media, such as “others are afraid of me being greedy,” such as “others are afraid of me being greedy” in the stock market or have a stable mentality and not being scared to sell tickets.
But what I want to say is that if the Bank of Japan had not suddenly admitted to releasing pigeons on Wednesday morning and stabilized the market, then Asian stocks would definitely continue to plummet after a day of rebound on Tuesday. Now, sharing the experience will turn into those who sold for their lives before Wednesday saying things like “don't pick up the falling knife” or “someone else made a small mistake, you went bankrupt” haha...
#股市是概率的游戏
#用结果来衡量概率游戏的选择是对还是错没有意义
Of course, if you know very well that the Bank of Japan knows that they have no balls and will definitely admit it right away, then I'm looking forward to you sharing how you can predict their actions in advance...

Rumor has it that Malaysian retail investors like to chase gains and losses, but have you ever wondered if this is actually true?
Sometimes what you think is right isn't necessarily true, because it just represents your perception. You're probably just listening to Guru, and Guru is probably listening to others just like you. What the authority said sounds very reasonable, but have you tried to verify it?
If I take the above data (in order to reduce errors, I'll only take retail net purchases or net sales of 50 mils or more as an example) and $FTSE Bursa Malaysia Small Cap Index (.FBMSCAP.GI)$ Let's compare:
The answer is clear at a glance. Retail investors in Malaysia actually like to buy and sell as they fall, so they don't lose money or lose money. The higher the stock market, the higher the cash ratio, and the lower the stock market falls...
You think you're a minority of independent retail investors who don't chase the rise or fall, but you don't know that you are also part of the majority cohort. Don't deliberately select the single-day data of retail investors falling when the stock market crashed as the truth, because this is just your confirmation bias. You are biased before you seek evidence that supports your bias, but you selectively ignore evidence that doesn't support your bias.
If you still don't believe it, you can try recording a year's worth of big data every day to see what Malaysian stock retail investors actually like to do...
u think u know but the reality is u dont know w...

$VTC (0319.BMS)$
I'm too lazy to read the prospectus... Can anyone tell me if this is a concept stock for datacenters?

$YBS (0025.BMS)$
The 300 million project, but is PP just over 20 million enough? Or are all other capex money from enovix?