zhisheng : Not bad.

zhisheng : Taiwan Semiconductor (TSMC) will release its earnings report for the third quarter of 2024 on October 17, with a focus on revenue growth, wafer shipments, and performance in high-end processes such as 5nm and 3nm. As the global semiconductor industry fluctuates between weak demand in consumer electronics and strong demand for high-end chips in AI, autonomous driving cars, TSMC's performance will reflect the overall industry's recovery. Investors will also closely monitor TSMC's capital expenditure plans, especially its expansion in the USA and Japan, as well as expectations for future demand. Additionally, geopolitical risks may impact TSMC's supply chain and market performance, especially against the backdrop of US restrictions on chip exports to China. The company's ability to control gross margin is also crucial, especially in improving utilization rates in advanced process capacity. With the continued growth in demand for AI chips, TSMC's related business performance will also be one of the highlights of the financial report.

zhisheng : Next week, I think there will be, because large-scale development may require loans and further inflow of foreign capital is also bullish for the banking industry.

zhisheng : Should continue to sleep, there is no catalyst that can make it fly.

zhisheng : Because the ECL model was used

zhisheng 104133847 : 信用损失模型

zhisheng : It is a short-term impact, but worth looking forward to in the long term, so it bounced back today.

zhisheng : Reverse thinking, giving everyone the opportunity to replenish positions.

zhisheng : Based on the solid performance of Gamuda Berhad in the 2023 fiscal year and its continued growth in projects in Australia and Taiwan, I predict that Gamuda's profit will continue to show an upward trend in the 2024 fiscal year. Especially with the record high number of orders for its overseas construction projects, strong property sales, and the company's net debt ratio maintaining at a low 25%, all of these will provide a solid financial foundation for Gamuda.
Furthermore, with the completion of the acquisition of Downer Transport Projects and the increased contribution from rapidly turning property projects, it is expected that Gamuda's revenue and profit will further increase. Taking these factors into consideration, I believe that the performance of Gamuda in Q4FY24 will continue the growth momentum from the previous quarter, with net income expected to continue increasing.