sandy roxy's comment on DNEX. All Comments

sandy roxy
16 Like · Reply
With good semiconductor/chip price and oil price, DNex will definitely be giving good qtr result.
sandy roxy
Hold on tight. Focus on the result.
Like · 5 months · translate
shinn law
How come good oil price?oil price keep drop
Like · 5 months · translate
sandy roxy
The current oil price of USD90 is consider very good for DNex. This will bring huge profit to Dnex as their cost extremely low.
1 Like · 5 months · translate
sandy roxy
In 2021, DNex (through Ping Petroleum) OPEX per barrel is about USD25 only. That is why USD90 is a very good price for DNex.
2 Like · 5 months · translate
Putin velamir
Qr out this stock will drop. Revenue will be huge drop due to oversupply of chip
Like · 5 months · translate
pali cd
potatoes chip...?
Like · 5 months · translate
Putin velamir
Next week will drop due the fed rate hike again. Dun enter first and monitor now
Like · 5 months · translate
pali cd
ok mr putin...
1 Like · 5 months · translate
tan vincent
QR coming out next week , current PE around 10 only , any positive QR will rocket .
2 Like · 5 months · translate
sandy roxy
Price should increase after the announcement of the QR result.
5 Like · 5 months · translate
Bo Lkti
Sandy, are you pretty sure about that ?
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sandy roxy
Bo, only time will tells.
1 Like · 5 months · translate
shinn law
Ya times tell already now
1 Like · 5 months · translate
sandy roxy
Coming soon..
1 Like · 5 months · translate
sandy roxy
QR result should be out today.
1 Like · 5 months · translate
Chris Tan
Hope to have some dividend, then may have encouragement
1 Like · 5 months · translate
sandy roxy
No result yet. Looking forward to the result to know the direction. I presume should be good.
1 Like · 5 months · translate
sandy roxy
@Chris, agree. I hope DNex will consider dividend to give shareholders more confidence.
1 Like · 5 months · translate
Vincent Chin
no qr release today kah,?
1 Like · 5 months · translate
sandy roxy
I guess QR result should be either 29th or 30th Aug. Have to be patient.
2 Like · 5 months · translate
sandy roxy
Missed the news on 8th Aug 2022. Ministry of Finance(MOF) & MIDA is studying into special incentives for the investment made by DNex and Hon Hai(Foxcomm) from Taiwan. Hope more good news to come. And of course a good QR report.
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1 Like · 5 months · translate
sandy roxy
Excellent QR result. RM160 mil qtr profit. EPS 5.09. Result better than Inari.
3 Like · 5 months · translate
Sia Investment
Sandy Roxy, QR better than Inari, therefore price must also match with Inari, right?
1 Like · 5 months · translate
Bo Lkti
Sia Investment has got a good point there regarding .....
Like · 5 months · translate
yong 。
EPS around 5 cents this quarter, if can sustain the valuation now seems quite attractive, but do note that there is a one off tax reversal this round, normalized EPS should be around 3cents
1 Like · 5 months · translate
tan vincent
actually fair price for Dnex should be around 1.60-2.00 , huge gain for who buying this few days
2 Like · 5 months · translate
sandy roxy
@Sia, you are right. Should be up.
1 Like · 5 months · translate
Chris Tan
Without promising dividend, hard to get big institution to venture
1 Like · 5 months · translate
tan vincent
if every quarter earn 150M , then hoseh .
Like · 5 months · translate
sandy roxy
it is a disappointing decision that there is no dividend.
1 Like · 5 months · translate
tan vincent
as long as company keep up performance , more and more cash in hand , sure soon will be dividend
1 Like · 5 months · translate
sandy roxy
@Vincent, agree with you. I have accumulate additional share we the price is still low and potential upside is huge.
1 Like · 5 months · translate
sandy roxy
Foreign investor, Saudi Arabian conglomerate Ajlan & Bros Holding Group is investing in DNex. Tomorrow will be a good day for DNex.
5 Like · 5 months · translate
Putin velamir
Fake news LOL
1 Like · 5 months · translate
Putin velamir
Feel like this goreng counter happen to glove counter, see what happen to glove today will have same reflect to this counter
1 Like · 5 months · translate
sandy roxy
@Putin, Semiconductor and Oil exploration/production operation has high entry bearer and high value investment. Not like glove or mask. So it is very different.
4 Like · 5 months · translate
Chris Tan
If collaboration a success, this could be multi-billion assets because high market demand and also higher margin item. This counter may deliver high value, I will hold on as longer term investment
4 Like · 5 months · translate
Bo Lkti
But unfortunately in Malaysia KLSE, don't you people realise that in stock results most of the time does not link to actual companies fundamental machanism ?
Like · 5 months · translate
sandy roxy
I continue to accumulate as the fundamental is strong.
1 Like · 4 months · translate
Chris Tan
Me too, future is very bright. Once MOF approves then will rocket
1 Like · 4 months · translate
Kaize KK
Tomorrow will fly
2 Like · 4 months · translate
Putin velamir
Y u have such thought?
1 Like · 4 months · translate
Kaize KK
It is Coming now
1 Like · 4 months · translate
shinn law
+0.015 only oh
1 Like · 4 months · translate
Victor
Starts the uptrend.
1 Like · 4 months · translate
Bo Lkti
Hahaha Kaize KK, Shinn Law and Victor are you sure or not..... ?? This kind of standard now .........
Like · 4 months · translate
sandy roxy
DNex should be the target stock to buy by fund manager.
2 Like · 4 months · translate
Victor
EPF should also buy in more before the price fly high.
2 Like · 4 months · translate
Bo Lkti
I suspect the directors here offended EPF before politically, that's why EPF entirely ignored this counter for the last two years till now .....
Like · 4 months · translate
Victor
EPF is already shareholder in DNex. About 9 million shares. However, they should be increase their stakes.
1 Like · 4 months · translate
Putin velamir
Epf invest based on future Outlook of the company, y epf reduce the stake in gloves then u understand y they not increase the stake in dnex
1 Like · 4 months · translate
pali cd
So just follow epf laa...what a nice advice..hehe
1 Like · 4 months · translate
Victor
EPF reducing stake in glove counters are understandable. Hence, they have extra fund to move to the up coming counters like DNex.
1 Like · 4 months · translate
Putin velamir
There won't be any big fund buying, u don't dream, still early now
1 Like · 4 months · translate
Victor
Have to position in earlier then the fund manager.
4 Like · 4 months · translate
sandy roxy
NTA at 0.59. With their profit and revenue, their share price can be 3x of NTA. Hence, my guess of the fair price to be between RM1.60 to RM1.80.
4 Like · 4 months · translate
sandy roxy
The PE is very low compare with MPI, Unisem and Inari. Hence, tremendous upside for the share price.
1 Like · 4 months · translate
sandy roxy
Should be a good day for DNex today.
2 Like · 4 months · translate
sandy roxy
Base on The Edge on Tech stock, the tech stock P/E adjusted from 24 to 15. But DNex P/E is only 4.85. At lower P/E of 15 means DNex price should be up to RM2.50. Hence, fund manager should be targeting DNex. Good luck DNexian!
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2 Like · 4 months · translate
sandy roxy
Up in Nasdaq should give additional push for DNex.
3 Like · 4 months · translate
Sia Investment
Everyday someone is doing fishing job
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Sia Investment
Some big timer bought huge amount of shares
1 Like · 4 months · translate
Putin velamir
Buy stock look at pe.? Lol.. U better buy glove if u like pe
Like · 4 months · translate
Zayani Afiq
Silterra semicon... Lol?
1 Like · 4 months · translate
sandy roxy
With USA action against the China's semicon producer, will give additional benefit to DNEX being a Malaysian producer.
1 Like · 3 months · translate
sandy roxy
Big opportunity for DNex with the current move by USA to ban semiconductor from China. DNex or Silterra should be the beneficiary. Actually Malaysian semicon and chips producer should benefit from this.
2 Like · 3 months · translate
sandy roxy
Most of Dnex sales in USD. At FX 4.7 now, definitely jump in profit.
4 Like · 3 months · translate
sandy roxy
With the high oil price and Silterra contracted order, this is a gem stock.
2 Like · 2 months · translate
tan vincent
next QR net profit should higher than 180m , and nta become 0.67
5 Like · 2 months · translate
Chin William
希望公司业绩慢慢的做好需要时间。
1 Like · 2 months · translate