$MPI (3867.MY)$ Based on the latest qr, the core profit is only about RM37mil+, margin is the lowest compared to the past few quarters.
It shows that the automotive field is still not performing that well. Moreover, the forex loss will further reduce their profit on the next quarter. The cost of time to hold tech stocks at this moment seems quite high. What do you guys think?
$INARI (0166.MY)$

$CORAZA (0240.MY)$
anybody knows what happened here?

$NATGATE (0270.MY)$ The private placement of 10% of the shares is mainly used to purchase CPUs and GPUs to manufacture AI servers...
buy or bye?

Dominant $NATGATE (0270.MY)$ The three main products with revenue growth in the coming years:
1) $NVIDIA (NVDA.US)$ AI servers
Production will start in FY24Q2, and it is expected to deliver 1000 units this year...
Note 1: $PIE (7095.MY)$ Also a contract manufacturer for Nvidia AI Servers, but Natgate is the only one in MalaysiaNvidia officially acknowledged OEM.Generally, the profit margin of OEM is higher than that of EMS, and the retail price of a server with 8 H100 graphics cards is about 300 thousand US dollars.
Note 2: Natgate will also replace Huawei's subsidiary.XFusion manufactures Nvidia AI Server.It is just that the graphics card model should be a cheaper version of the A100.
2) $Coherent (COHR.US)$ Optical module.
Due to the largest customer (the global market leader in optical modules and has contributed over 50% of the company's revenue in the past few years) moving its production line from China to Malaysia last year, the company's revenue has dropped significantly. However, the transfer process is nearing completion, and it is estimated that full production will be fully restored by the end of this quarter, and the business previously handled by Chinese manufacturing plants will be transferred to the company.
Optical modules are important equipment in datacenters. They can convert data from electrical signals to optical signals for transmission through optical fibers quickly...