some people said that dont place egg all in one basket
warrent buffet said place certain egg in one basket and monitor like hawk
economic event
china ic fab semiconductor booming
on the right place and time, riding new trend upon global chip
shorting, rising on the east have emerge a new wave of semiconductor fab
booming.
u guys cant avoid this oppurtunity.market of mobile production is very
high.u cant make any phone without chip . its the foundation of every
electronic.
ride on trend checked!
silterra
foxconn
second highest bidder with 125 mil usd.deciding to run silterra as
vehicle to enter fab market. high dependency on apple since their
biggest client.apple drop so goes foxconn. have issued on image and
employment.currently shift business from china to vietnam. also fail to
fulfill promise with state of wisconsin.
claimed one of biggest.thanks to apple.but buykng ssilterra would be
doomed. it seems 125mil usd but they ara actually plan to pay 87.5mil
usd for 70% share. so much big company
xfab
third highest bidder 70mil usd.nothing much.most probably dont really
need silterra but if can purchase also good for expansion asean region
green packet
our malaysia friend, fourth highest bidder with 56.7mil with
constructive bumi fund with exposure towards asean hub is seems to be
less lucrative.after all, co still under investigation with sprm for p1
issued.
image tarnished.heard another version story maybe to pull out bid due
to more bargain hunting on china new fab production co (mushroom) due to
fab booming.
dnex
highest bidder with close rm 1 billion turn around proposal. profit
making rounders compant.reference on time engineering. construction
share partner 60 40 with CGP consortium which one of their investee is
SMIC, one of biggest fab semicon company.stable conpany strong
management and experienced. conduct due diligence with care.
on political side,dnex may not be favorable (i dont know,ask
khazanah)but bear in mind, malaysia got only one fab production company.
the highlight is going to be very bright for whole nation to see that
malaysian cant lost to this one. silterra is malaysias darling
recognised. selling to wrong party is gonna affect the whole government
downfall.or maybe somebodys career at end soon.
be advised that all of this above is just an opinion based on fact and analysis. trade at your own risk.
tuan capital
https://klse.i3investor.com/blogs/tuancapital_opinion/2020-12-20-story-h1538309832-Semicon_Bull_DNEX_HEDGING_ON_YOUR_CERTAINTY.jsp
