Sia Investment's comment on DNEX. All Comments

Sia Investment
7 Like · Reply
Dnex selling Ping with proceed of more than Rm 1.2b, debt ratio will be lower or nett cash. Will focusing on SC high profit margin area. Believe is a good strategy especially with the current market US-CN war.
KAI PENG LIANG
问题是它现在擁有的Siltera是八寸晶圆,太多竞争,用处也受限,现在价格因产量过多导致供过於求,贱卖而虧损严重。它卖Ping主要是为了充当与鸿海合建12寸晶圆廠的资本,可是要等到廠建好有产出,也要等两年後,而卖出目前油价好而赚钱的Ping,表示这兩三年,DNEX盈收肯定GG,这儿天股价必然大跌,可能会看到40元以下!!快逃吧!
Show more
1 Like · 1 year · translate
C H Lim
吓你们丢票的,不要上当
5 Like · 1 year · translate
Adam Lim
last time say sell but all in ping ...this time sell n buy pong ? become ping-pong
Like · 1 year · translate
Sia Investment
Nobody can determine what price will be, all depend on market sentiment & management decisions.
3 Like · 1 year · translate