ordain $NATGATE(0270.MY)$ The three main products for revenue growth in the next few years:
1) $NVIDIA(NVDA.US)$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY)$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US)$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY)$ Also for another customer...

$GENTING(3182.MY)$ brader you finally wake ah

$Unity Software(U.US)$ Other people are afraid when you are greedy

$GENM(4715.MY)$ 👀 cheat setup within ☕️

PA is an aluminum product manufacturer with manufacturing capacity to produce aluminum billets and end product stamping. The major customer is First Solar from the US. There are also quite a few investors who worry that PA is too dependent on a single major customer. This is a potential risk. The situation is similar to MAGNI.
However, since getting First Solar in 2018, the company has extended it for the 3rd time, and each time it is bigger than the previous contract. In January of this year, the company obtained an extension of the FirstSolar contract for a period of 18 months of RM1,076 mils. Therefore, performance is expected to grow steadily over the next 5 to 6 quarters.
Since the company only earned RM239k in the same period last year, surrendering RM12.436 mils of profit in the latest quarter increased the company by 5,099.2%. Although there is a foreign exchange profit of RM2.9 mil, there are also RM1.8 mil ESOS expenses, and when deducted, there is also PAT of RM11.5 mil or more.
The company's new production capacity was upgraded in March, mainly to meet the record high contract obtained in January. It is expected that next quarter, with the contribution of new production capacity, turnover and profit will rise to the next level.
$PA(7225.MY)$  
The company's net cash reached a new high in the latest quarter, reaching RM88.8 mil. Mainly due to increased profits, reduced inventory, and the collection of accounts receivable.
Company shares...

$GENTING(3182.MY)$
As the domestic tourism industry continues to recover, Hong Leong Investment Bank believes that Genting, which is currently undervalued, is one of the main beneficiaries and deserves investors' attention.
Hong Leong Investment Bank analysts pointed out that they are in Genting Malaysia, respectively $GENM(4715.MY)$and Genting Singapore $Genting Sing(G13.SG)$Genting, which has a strategic stake, can benefit from the recovery of tourism in Malaysia and New Zealand.
The following are the company's range buying points, short-term upward targets, and stop-loss points.
$GENTING(3182.MY)$
Source: Nanyang Siang Pao
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