Lim Sirheng

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Joined Dec 2018

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除了賴屎明,还有那个肥仔,好好的医生不做,跑去做什么股票老师,到处誤人子弟。
1 week · translate
那个賴屎明很串的,这种人也可以做老师??
1 week · translate
OK thanks..............
1 week · translate
beside supply to ASE, mi also supply their machines to Amkor, PTI(力成), kyec(京元電) and many more in Taiwan, they are all ranking top 10 osat player in the world, some of this osat players also doing EMS business as well and they need machines, mi can tap all this opportunity, my only concern is can mi coup with all this demand as mi currently work force are around 300 staff as revealed accordingly base on company 2019 annual report
1 week · translate
ASE ceo revealed that in order for them to stay competitive in the market, their new factory must build with 5G automation robotic AI system and at the same time their existing 18 factory machinery need to upgrade if deem necessary, mi is supplying packaging machines to ASE and mi boss see the chances and reason why he set up the new mi autobotic plant in batu kawan to seize this opportunity couple with the current technology trend.
1 week · translate
in order to understand more about mi business model, we need to understand mi main customer in Taiwan ASE ( advance semiconductor ) ASE is ranking world no. 1 in OSAT industry, as on Jan 2021, ASE CEO revealed that their company currently have 18 factory, 80,000 workers, 25,000 machines worldwide, mostly concentrate in Taiwan and they plan to further expand to total 25 factory by year 2023. recently they launch a new 5G mm wave factory with fully automation and robotic Ai technology feature,
1 week · translate
what I observed last year in Oct, in order for acccurus to buy in mi share at cheaper price, mi boss released the so call not so good mi Q3 result in Oct which is one month early than normal in Nov, it drive mi price down to around near 3.65 which is accurus 入股mi 的價錢, and with few month of time, mi price surge till 4.98 as on Friday which accurus boss must be very happy as they just earn capital appreciation of 36% for the deal in short period of time
1 week · translate
the highlight of the deal is this Taiwan company is profit making company, the take over deal is not expensive by mi, according market accurus deal at PE 13 which at fair valuation. mi not even spent a single cent for the take over, acccurus boss want mi share instead of cash, it just indicate how confident taiwanese boss about the prospect of mi and for my opinion, mi 的老板很高招,可以不花一分錢空手套白狼。
1 week · translate
mi take over Taiwan company accurus which worth RM270 Mil, I believed this company will contribute significantly in term of revenue and profit to mi in near coming quarter, current status is pending for Taiwan sc approval for the take over deal and it will not take long for the approval process with their government efficiency.
1 week · translate
China CATL 寧德时代listed in shenzen is supplying battery to one of the Tesla model, their ev battery technology is able to compete with LG and Panasonic.
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