Highlights
KLSE: UNISEM (5005)       UNISEM (M) BHD MAIN : Technology
Last Price Today's Change   Day's Range   Trading Volume
3.50   -0.03 (0.85%)  3.40 - 3.55  1,470,300
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Financials


Market Cap: 5,646 Million

Market Cap 5,646 Million
NOSH 1,613 Million

Latest Audited Result:  31-Dec-2023

Latest Audited Result: 31-Dec-2023
Announcement Date 01-Apr-2024
Next Audited Result: 31-Dec-2024
Est. Ann. Date: 01-Apr-2025
Est. Ann. Due Date: 29-Jun-2025

Latest Quarter:  31-Dec-2023 [#4]

Latest Quarter: 31-Dec-2023 [#4]
Announcement Date 27-Feb-2024
Next Quarter: 31-Mar-2024
Est. Ann. Date: 27-Apr-2024
Est. Ann. Due Date: 30-May-2024
QoQ | YoY   57.86%  |    -57.61%

Annual (Unaudited) ( EPS: 4.97, P/E: 70.36 )

Revenue | NP to SH 1,439,686  |  80,238
RPS | P/RPS 89.25 Cent  |  3.92
EPS | P/E | EY 4.97 Cent  |  70.36  |  1.42%
DPS | DY | Payout % 8.00 Cent  |  2.29%  |  160.83%
NAPS | P/NAPS 1.48  |  2.37
YoY   -79.18%
NP Margin | ROE 5.57%  |  3.36%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024

T4Q Result ( EPS: 4.97, P/E: 70.36 )

Revenue | NP to SH 1,439,686  |  80,238
RPS | P/RPS 89.25 Cent  |  3.92
EPS | P/E | EY 4.97 Cent  |  70.36  |  1.42%
DPS | DY | Payout % 8.00 Cent  |  2.29%  |  160.83%
NAPS | P/NAPS 1.48  |  2.37
QoQ | YoY   -32.50%  |    -79.18%
NP Margin | ROE 5.57%  |  3.36%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024

Annualized Result ( EPS: 4.97, P/E: 70.36 )

Revenue | NP to SH 1,439,686  |  80,238
RPS | P/RPS 89.25 Cent  |  3.92
EPS | P/E | EY 4.97 Cent  |  70.36  |  1.42%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   16.17%  |    -79.18%
NP Margin | ROE 5.57%  |  3.36%
F.Y. | Ann. Date 31-Dec-2023  |  27-Feb-2024


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2023 27-Feb-2024 31-Dec-2023 4 350,793 34,409 28,436 28,436 32,261 2,385,098 113.45% 8.11% 1.19% 1,613,079 21.75 21.75 1.76 1.76 2.00 2.00 1.4786 1.48   57.86%   -57.61% 29-Dec-2023 3.31 15.22 187.77 2.24 0.53% 0.60% 3.26 14.99 184.93 2.20 0.54% 0.61%
31-Dec-2023 26-Oct-2023 30-Sep-2023 3 356,186 24,346 18,014 18,014 32,261 2,387,034 179.09% 5.06% 0.75% 1,613,079 22.08 22.08 1.12 1.12 2.00 2.00 1.4798 1.48   -24.73%   -70.82% 29-Sep-2023 3.26 14.76 291.92 2.20 0.34% 0.61% 26-Oct-2023 3.10 14.04 277.59 2.09 0.36% 0.65%
31-Dec-2023 27-Jul-2023 30-Jun-2023 2 378,660 28,246 23,932 23,932 32,261 2,397,680 134.81% 6.32% 1.00% 1,613,079 23.47 23.47 1.48 1.48 2.00 2.00 1.4864 1.49   142.82%   -88.37% 30-Jun-2023 2.99 12.74 201.53 2.01 0.50% 0.67% 3.22 13.72 217.04 2.17 0.46% 0.62%
31-Dec-2023 27-Apr-2023 31-Mar-2023 1 354,047 13,411 9,856 9,856 32,261 2,406,068 327.33% 2.78% 0.41% 1,613,079 21.95 21.95 0.61 0.61 2.00 2.00 1.4916 1.49   -85.31%   -80.56% 31-Mar-2023 3.10 14.12 507.36 2.08 0.20% 0.65% 27-Apr-2023 2.92 13.30 477.90 1.96 0.21% 0.68%
31-Dec-2022 23-Feb-2023 31-Dec-2022 4 453,647 74,959 67,077 67,077 32,261 2,416,392 48.10% 14.79% 2.78% 1,613,079 28.12 28.12 4.16 4.16 2.00 2.00 1.4980 1.50   8.66%   16.75% 30-Dec-2022 2.76 9.81 66.37 1.84 1.51% 0.72% 23-Feb-2023 3.13 11.13 75.27 2.09 1.33% 0.64%
31-Dec-2022 27-Oct-2022 30-Sep-2022 3 439,686 64,277 61,732 61,732 32,261 2,409,940 52.26% 14.04% 2.56% 1,613,079 27.26 27.26 3.83 3.83 2.00 2.00 1.4940 1.49   -70.01%   53.29% 30-Sep-2022 2.60 9.54 67.94 1.74 1.47% 0.77% 27-Oct-2022 2.44 8.95 63.76 1.63 1.57% 0.82%
31-Dec-2022 28-Jul-2022 30-Jun-2022 2 464,060 81,726 205,858 205,858 32,261 2,391,873 15.67% 44.36% 8.61% 1,613,079 28.77 28.77 12.76 12.76 2.00 2.00 1.4828 1.48   306.08%   276.75% 30-Jun-2022 2.30 7.99 18.02 1.55 5.55% 0.87% 28-Jul-2022 2.76 9.59 21.63 1.86 4.62% 0.72%
31-Dec-2022 27-Apr-2022 31-Mar-2022 1 424,445 58,718 50,694 50,694 - 2,195,561 - % 11.94% 2.31% 1,613,079 26.31 26.31 3.14 3.14 0.00 0.00 1.3611 1.36   -11.76%   11.63% 31-Mar-2022 3.14 11.93 99.91 2.31 1.00% 0.00% 27-Apr-2022 2.76 10.49 87.82 2.03 1.14% 0.00%
31-Dec-2021 25-Feb-2022 31-Dec-2021 4 426,396 59,312 57,452 57,452 32,261 2,166,042 56.15% 13.47% 2.65% 1,613,079 26.43 26.43 3.56 3.56 2.00 2.00 1.3428 1.34   42.66%   -5.69% 31-Dec-2021 4.08 15.43 114.55 3.04 0.87% 0.49% 25-Feb-2022 2.96 11.20 83.11 2.20 1.20% 0.68%
31-Dec-2021 26-Oct-2021 30-Sep-2021 3 366,356 48,073 40,271 40,271 16,130 2,131,361 40.06% 10.99% 1.89% 806,539 45.42 22.71 4.99 2.50 2.00 1.00 2.6426 1.32   -26.30%   -20.64% 30-Sep-2021 8.53 18.78 170.84 3.23 0.59% 0.23% 26-Oct-2021 4.14 9.11 82.92 1.57 1.21% 0.48%
31-Dec-2021 30-Jul-2021 30-Jun-2021 2 402,233 62,471 54,641 54,641 16,076 2,091,874 29.42% 13.58% 2.61% 803,825 50.04 24.94 6.80 3.39 2.00 1.00 2.6024 1.30   20.33%   60.95% 30-Jun-2021 7.34 14.67 107.98 2.82 0.93% 0.27% 30-Jul-2021 8.29 16.57 121.95 3.19 0.82% 0.24%
31-Dec-2021 27-Apr-2021 31-Mar-2021 1 373,938 52,772 45,411 45,411 - 1,963,926 - % 12.14% 2.31% 792,769 47.17 23.18 5.73 2.82 0.00 0.00 2.4773 1.22   -25.46%   1,705.76% 31-Mar-2021 7.68 16.28 134.07 3.10 0.75% 0.00% 27-Apr-2021 7.94 16.83 138.61 3.21 0.72% 0.00%
31-Dec-2020 25-Feb-2021 31-Dec-2020 4 366,371 56,840 60,920 60,920 14,885 1,694,466 24.44% 16.63% 3.60% 744,297 49.22 22.71 8.18 3.78 2.00 0.92 2.2766 1.05   20.05%   326.89% 31-Dec-2020 6.18 12.55 75.50 2.71 1.32% 0.32% 8.97 18.22 109.59 3.94 0.91% 0.22%
31-Dec-2020 23-Oct-2020 30-Sep-2020 3 357,681 55,670 50,744 50,744 14,541 1,436,576 28.66% 14.19% 3.53% 727,086 49.19 22.17 6.98 3.15 2.00 0.90 1.9758 0.89   49.47%   1,683.28% 30-Sep-2020 3.57 7.26 51.15 1.81 1.95% 0.56% 23-Oct-2020 4.40 8.94 63.05 2.23 1.59% 0.45%
31-Dec-2020 03-Aug-2020 30-Jun-2020 2 310,083 41,433 33,950 33,950 14,541 1,389,679 42.83% 10.95% 2.44% 727,086 42.65 19.22 4.67 2.10 2.00 0.90 1.9113 0.86   1,300.50%   134.93% 30-Jun-2020 2.05 4.81 43.90 1.07 2.28% 0.98% 03-Aug-2020 3.19 7.48 68.32 1.67 1.46% 0.63%
31-Dec-2020 29-Apr-2020 31-Mar-2020 1 273,346 1,161 -2,828 -2,828 - 1,372,738 - % -1.03% -0.21% 727,086 37.59 16.95 -0.39 -0.18 0.00 0.00 1.8880 0.85   89.47%   -146.65% 31-Mar-2020 1.58 4.20 -406.22 0.84 -0.25% 0.00% 29-Apr-2020 1.93 5.13 -496.21 1.02 -0.20% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 319,832 -22,889 -26,996 -26,850 14,541 1,355,288 - % -8.44% -1.98% 727,086 43.99 19.83 -3.69 -1.66 2.00 0.90 1.8640 0.84   -737.75%   -214.30% 31-Dec-2019 2.16 4.91 -58.49 1.16 -1.71% 0.93% 26-Feb-2020 2.21 5.02 -59.85 1.19 -1.67% 0.90%
31-Dec-2019 25-Oct-2019 30-Sep-2019 3 316,316 9,778 -3,539 -3,205 14,541 1,393,460 - % -1.12% -0.23% 727,086 43.50 19.61 -0.44 -0.20 2.00 0.90 1.9165 0.86   -122.18%   -109.12% 30-Sep-2019 1.93 4.44 -437.84 1.01 -0.23% 1.04% 25-Oct-2019 2.56 5.88 -580.76 1.34 -0.17% 0.78%
31-Dec-2019 06-Aug-2019 30-Jun-2019 2 311,927 19,624 14,228 14,451 14,541 1,430,759 100.63% 4.56% 1.01% 727,085 42.90 19.34 1.99 0.90 2.00 0.90 1.9678 0.89   138.39%   -53.60% 28-Jun-2019 2.46 5.73 123.77 1.25 0.81% 0.81% 06-Aug-2019 2.14 4.99 107.67 1.09 0.93% 0.93%
31-Dec-2019 25-Apr-2019 31-Mar-2019 1 303,130 7,108 6,046 6,062 - 1,444,937 - % 1.99% 0.42% 727,085 41.69 18.79 0.83 0.38 0.00 0.00 1.9873 0.90   -74.19%   0.13% 29-Mar-2019 2.65 6.36 317.85 1.33 0.31% 0.00% 25-Apr-2019 2.50 6.00 299.85 1.26 0.33% 0.00%
31-Dec-2018 25-Feb-2019 31-Dec-2018 4 331,822 27,756 23,427 23,491 21,812 1,430,832 92.86% 7.06% 1.64% 727,085 45.64 20.57 3.23 1.46 3.00 1.35 1.9679 0.89   -33.16%   -26.64% 31-Dec-2018 3.28 7.19 101.52 1.67 0.99% 0.91% 25-Feb-2019 3.09 6.77 95.64 1.57 1.05% 0.97%
31-Dec-2018 01-Nov-2018 30-Sep-2018 3 354,705 39,373 35,006 35,147 14,541 1,443,919 41.37% 9.87% 2.43% 727,085 48.78 21.99 4.83 2.18 2.00 0.90 1.9859 0.90   12.86%   -13.10% 28-Sep-2018 3.10 6.35 64.13 1.56 1.56% 0.65% 01-Nov-2018 2.98 6.11 61.65 1.50 1.62% 0.67%
31-Dec-2018 02-Aug-2018 30-Jun-2018 2 343,198 36,222 31,075 31,142 18,285 1,444,142 58.72% 9.05% 2.16% 731,433 46.92 21.28 4.26 1.93 2.50 1.13 1.9744 0.90   414.40%   -26.01% 29-Jun-2018 2.31 4.92 54.26 1.17 1.84% 1.08% 02-Aug-2018 2.61 5.56 61.30 1.32 1.63% 0.96%
31-Dec-2018 24-Apr-2018 31-Mar-2018 1 321,551 7,712 6,325 6,054 - 1,453,572 - % 1.97% 0.42% 733,831 43.82 19.93 0.82 0.38 0.00 0.00 1.9808 0.90   -81.09%   -86.52% 30-Mar-2018 2.44 5.57 295.76 1.23 0.34% 0.00% 24-Apr-2018 2.22 5.07 269.10 1.12 0.37% 0.00%
31-Dec-2017 22-Feb-2018 31-Dec-2017 4 357,413 36,610 32,565 32,021 29,353 1,455,480 91.67% 9.11% 2.20% 733,831 48.71 22.16 4.36 1.99 4.00 1.82 1.9834 0.90   -20.83%   -37.62% 29-Dec-2017 3.65 7.49 83.65 1.84 1.20% 1.10% 22-Feb-2018 2.95 6.06 67.61 1.49 1.48% 1.36%
31-Dec-2017 01-Nov-2017 30-Sep-2017 3 382,323 45,408 40,949 40,447 25,684 1,471,404 63.50% 10.71% 2.75% 733,831 52.10 23.70 5.51 2.51 3.50 1.59 2.0051 0.91   -3.90%   4.71% 29-Sep-2017 3.77 7.24 68.40 1.88 1.46% 0.93% 01-Nov-2017 4.02 7.72 72.93 2.00 1.37% 0.87%
31-Dec-2017 08-Aug-2017 30-Jun-2017 2 365,743 47,899 42,511 42,089 25,684 1,456,214 61.02% 11.62% 2.89% 733,831 49.84 22.67 5.74 2.61 3.50 1.59 1.9844 0.90   -6.27%   11.86% 30-Jun-2017 3.58 7.18 62.42 1.80 1.60% 0.98% 08-Aug-2017 4.07 8.17 70.96 2.05 1.41% 0.86%
31-Dec-2017 25-Apr-2017 31-Mar-2017 1 360,248 50,862 45,379 44,904 - 1,454,453 - % 12.60% 3.09% 733,831 49.09 22.33 6.12 2.78 0.00 0.00 1.9820 0.90   -12.53%   29.42% 31-Mar-2017 3.14 6.40 51.31 1.58 1.95% 0.00% 25-Apr-2017 3.26 6.64 53.28 1.64 1.88% 0.00%
31-Dec-2016 23-Feb-2017 31-Dec-2016 4 362,132 62,807 51,513 51,335 29,353 1,413,652 57.18% 14.22% 3.63% 733,831 49.35 22.45 7.00 3.18 4.00 1.82 1.9264 0.88   32.89%   -15.04% 30-Dec-2016 2.36 4.78 33.74 1.23 2.96% 1.69% 23-Feb-2017 2.74 5.55 39.17 1.42 2.55% 1.46%
31-Dec-2016 03-Nov-2016 30-Sep-2016 3 321,950 44,115 38,809 38,629 25,684 1,357,660 66.49% 12.05% 2.85% 733,831 43.87 19.96 5.26 2.39 3.50 1.59 1.8501 0.84   2.66%   -3.91% 30-Sep-2016 2.52 5.74 47.87 1.36 2.09% 1.39% 03-Nov-2016 2.45 5.58 46.54 1.32 2.15% 1.43%
31-Dec-2016 05-Aug-2016 30-Jun-2016 2 320,890 41,810 37,757 37,628 25,684 1,328,087 68.26% 11.77% 2.83% 733,831 43.73 19.89 5.13 2.33 3.50 1.59 1.8098 0.82   8.45%   19.90% 30-Jun-2016 2.40 5.49 46.81 1.33 2.14% 1.46% 05-Aug-2016 2.55 5.83 49.73 1.41 2.01% 1.37%
31-Dec-2016 26-Apr-2016 31-Mar-2016 1 317,808 38,426 35,264 34,697 - 1,316,859 - % 11.10% 2.63% 733,831 43.31 19.70 4.73 2.15 0.00 0.00 1.7945 0.82   -42.58%   47.43% 31-Mar-2016 2.22 5.13 46.95 1.24 2.13% 0.00% 26-Apr-2016 2.18 5.03 46.11 1.21 2.17% 0.00%
31-Dec-2015 23-Feb-2016 31-Dec-2015 4 351,968 64,976 61,112 60,422 29,353 1,351,863 48.58% 17.36% 4.47% 733,831 47.96 21.82 8.23 3.75 4.00 1.82 1.8422 0.84   50.31%   185.09% 31-Dec-2015 2.38 4.96 28.91 1.29 3.46% 1.68% 23-Feb-2016 2.24 4.67 27.21 1.22 3.68% 1.79%
31-Dec-2015 29-Oct-2015 30-Sep-2015 3 329,610 46,227 40,655 40,199 220 1,342,617 0.55% 12.33% 2.99% 733,831 44.92 20.43 5.50 2.49 0.03 0.01 1.8296 0.83   28.09%   48.22% 30-Sep-2015 2.03 4.52 37.06 1.11 2.70% 0.01% 29-Oct-2015 2.30 5.12 41.99 1.26 2.38% 0.01%
31-Dec-2015 30-Jul-2015 30-Jun-2015 2 298,790 34,927 31,619 31,383 205 1,126,437 0.65% 10.58% 2.79% 683,725 43.70 18.52 4.59 1.95 0.03 0.01 1.6475 0.70   33.35%   189.48% 30-Jun-2015 2.33 5.33 50.76 1.41 1.97% 0.01% 30-Jul-2015 2.36 5.40 51.42 1.43 1.94% 0.01%
31-Dec-2015 28-Apr-2015 31-Mar-2015 1 280,057 26,975 23,862 23,535 - 1,084,093 - % 8.52% 2.17% 674,355 41.53 17.36 3.49 1.46 0.00 0.00 1.6076 0.67   11.05%   153.99% 31-Mar-2015 2.18 5.25 62.46 1.36 1.60% 0.00% 28-Apr-2015 2.43 5.85 69.63 1.51 1.44% 0.00%
31-Dec-2014 12-Feb-2015 31-Dec-2014 4 285,377 26,038 21,276 21,194 26,998 1,026,356 127.39% 7.46% 2.06% 674,968 42.28 17.69 3.14 1.31 4.00 1.67 1.5206 0.64   -21.85%   123.35% 31-Dec-2014 1.78 4.21 56.69 1.17 1.76% 2.25% 12-Feb-2015 2.12 5.01 67.52 1.39 1.48% 1.89%
31-Dec-2014 30-Oct-2014 30-Sep-2014 3 273,273 32,970 27,127 27,121 13,493 988,027 49.75% 9.93% 2.74% 674,651 40.51 16.94 4.02 1.68 2.00 0.84 1.4645 0.61   150.17%   4,285.34% 30-Sep-2014 1.63 4.02 40.55 1.11 2.47% 1.23% 30-Oct-2014 1.68 4.15 41.79 1.15 2.39% 1.19%
31-Dec-2014 24-Jul-2014 30-Jun-2014 2 251,581 14,443 10,492 10,841 - 943,166 - % 4.17% 1.15% 673,354 37.36 15.60 1.61 0.67 0.00 0.00 1.4007 0.58   17.00%   358.43% 30-Jun-2014 1.46 3.91 90.68 1.04 1.10% 0.00% 24-Jul-2014 1.69 4.52 104.97 1.21 0.95% 0.00%
31-Dec-2014 08-May-2014 31-Mar-2014 1 228,048 11,068 8,855 9,266 - 959,876 - % 3.88% 0.97% 676,350 33.72 14.14 1.37 0.57 0.00 0.00 1.4192 0.60   110.21%   195.09% 31-Mar-2014 1.03 3.05 75.18 0.73 1.33% 0.00% 08-May-2014 1.27 3.77 92.70 0.89 1.08% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  7 people like this.
 
firehawk Q3 result was lackluster YoY as well as QoQ
26/10/2023 4:07 PM
teknikal Price fell below SMA200 which is the strong support all these while. It has to recovered fast to RM3.10 and above to remain uptrend.
30/10/2023 11:53 AM
fortunefire i follow kenanga's tp 2.0
30/10/2023 6:00 PM
TiGongPoPiPopi Post removed. Why?
31/10/2023 11:11 AM
TiGongPoPiPopi Post removed. Why?
01/11/2023 9:23 AM
TiGongPoPiPopi Post removed. Why?
02/11/2023 8:55 AM
TiGongPoPiPopi Post removed. Why?
09/11/2023 5:00 PM
swissvillage TSMC's month-on-month sales surge nearly 35% to hit high in October
https://focustaiwan.tw/business/202311100010
11/11/2023 8:49 AM
gooman The average selling price (ASP) for semiconductors in 3Q23 was US$0.568 per unit, which increased by 3.6% from Q2 and also enjoyed double-digit growth of 11.6% from the same period last year, showing signs of recovery, according to World Semiconductor Trade Statistics (WSTS).
https://www.digitimes.com/news/a20231117VL200/semiconductor-china-ic-manufacturing-japan-wsts.html
18/11/2023 7:59 AM
gooman Global semiconductor sales to jump 20% in 2024: IDC
In an updated version of its semiconductor market outlook, IDC has forecast that after a period of decline, chip industry revenue will hit $633 billion in 2024 .
https://www.computerworld.com/article/3710570/global-semiconductor-sales-to-jump-20-in-2024-idc.amp.html
18/11/2023 8:01 AM
Zachzach Wow
22/11/2023 4:39 PM
Jettson8 Uptrend sign shown
22/11/2023 5:37 PM
fortunefire looks like tech stocks are recovering sooner and better
23/11/2023 2:23 PM
Jettson8 ya, and also Unisem's director was buying back the share some more
24/11/2023 12:24 PM
Zachzach Still can go in? Any tp?
27/11/2023 5:48 PM
Jettson8 I tp RM3.67 (its 52w high) 1st
28/11/2023 10:52 AM
gooman Sales rose 3.9%, compared to the September 2023 total of $44.9 billion, SIA added.
https://seekingalpha.com/news/4044808-sia-sees-double-digit-growth-for-global-semiconductor-sales-in-2024
09/12/2023 1:26 AM
gooman Dow Surges To Record High Amid Interest Rate Optimism Following Fed Report
14/12/2023 7:17 AM
gooman https://www.investors.com/news/technology/semiconductor-stocks-led-by-intel-amd-nvidia-get-boost-from-wall-street-analyst/
16/12/2023 3:04 PM
gooman Bank of America upgraded several semiconductor stocks, including AMD (NASDAQ:AMD), Micron Technology (NASDAQ:MU), and Intel (NASDAQ:INTC), anticipating an intra-sector rotation after the semiconductor index's significant rise in 2023. Analysts expect continued growth driven by generative AI, complex chips, and the CHIPs Act, despite the consumer chip inventory correction appearing to have concluded.
https://finance.yahoo.com/news/morning-brew-costco-rises-strong-142116352.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAOZrufLhzMLFSWj9_4IXLlN6EyZoKOSdd4xqerJS8CGY6B34f1TIofQVMMD5FvdmtaEYl6u_t4P8nwFYL0neTB47bMWm1wSswQ7fXkhsbbAe31HcGnPxtZ4vgA5tw_gHe_zdPDvyrnU4L0AqWS9UWPjfFTraIo7UeHhjMSBNl_f
16/12/2023 3:24 PM
Timothy Dunbar Great news for semiconductor investors! The sector's future looks promising with advancements in generative AI, complex chips, and support from the CHIPs Act. Exciting times ahead for AMD, Micron Technology, and Intel! )))
16/12/2023 5:51 PM
gooman https://www.reuters.com/technology/chinese-firms-look-malaysia-assembly-high-end-chips-sources-say-2023-12-17/
18/12/2023 8:03 PM
gooman Malaysia’s semiconductor industry is considered one of the fastest-growing sectors in the world.
Several Chinese semiconductor design companies are tapping Malaysian firms for chip assembly
Assembling chips does not contravene any US restrictions.
https://techwireasia.com/12/2023/could-malaysia-semiconductor-industry-help-china/
19/12/2023 6:08 PM
gooman Global Bonds Rally as Softer UK Inflation Boosts Rate-Cut Bets

German 10-year yield falls below 2% for first time since March
US, UK bonds also gain as traders amp interest-rate cut bets
https://www.bloomberg.com/news/articles/2023-12-20/german-10-year-yield-falls-below-2-for-first-time-since-march?embedded-checkout=true
20/12/2023 6:57 PM
Zachzach unisem got pay dividend? if yes, how much ?
22/12/2023 9:45 AM
gooman Post-3Q earnings reveal steep discounts, growth potential in semiconductor, RE sectors
https://theedgemalaysia.com/node/694592
22/12/2023 6:42 PM
gooman Fed’s preferred inflation measure surprises economists by falling in November
https://fortune.com/2023/12/22/pce-inflation-november-fall-slide-lower-2-6/amp/

“A sustained easing in price pressures will support a shift in the (Fed’s) policy stance next year, from holding rates steady to lowering them over time,” said Rubeela Farooqi, chief U.S.
23/12/2023 10:59 PM
gooman South Korea Chip Output Jumps in Sign of Returning Global Demand

Semiconductor industry shows signs it’s bouncing back fast
Korea’s overall industrial output grows more than expected
https://www.bloomberg.com/news/articles/2023-12-28/south-korea-chip-output-jumps-in-sign-of-returning-global-demand
28/12/2023 8:00 PM
gooman Global Semiconductor Sales Increase 5.3% Year-To-Year In November: SIA
https://www.emsnow.com/global-semiconductor-sales-increase-5-3-year-to-year-in-november-sia/
11/01/2024 7:49 PM
Zachzach good to enter?
12/01/2024 8:25 AM
gooman http://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=183071
14/01/2024 2:43 PM
gooman S.Korea exports rise for fourth month on surge in chip sales, China rebound
https://www.reuters.com/markets/asia/south-korea-jan-exports-rise-fourth-month-chip-sales-surge-2024-02-01/

SEOUL, Feb 1 (Reuters) - South Korea's exports rose for a fourth month in January, as a rebound in sales to China and the biggest surge in chip shipments in six years provided a boost to the trade-reliant economy at the start of 2024.
02/02/2024 10:15 PM
gooman Southeast Asia Emerging as Global Semiconductor Supply Chain Hub?
https://www.businesskorea.co.kr/news/articleView.html?idxno=210346
04/02/2024 11:22 AM
gooman TSMC reports highest ever January sales.
https://focustaiwan.tw/business/202402070009
07/02/2024 9:07 PM
gooman Anwar-Lula phone call: Brazil interested in Malaysian semiconductors, invites PM to visit
https://www.thestar.com.my/news/nation/2024/02/10/anwar-lula-phone-call-brazil-interested-in-malaysian-semiconductors-invites-pm-to-visit
10/02/2024 5:44 PM
gooman TA Securities upgrades Unisem, raises target price to RM3.56 on improved sentiment
https://theedgemalaysia.com/node/702650
28/02/2024 7:09 PM
gooman Global semicon sales rose 15.2% y-o-y in January to US$47.6 billion, says SIA.
https://theedgemalaysia.com/node/703422
05/03/2024 8:19 AM
gooman Malaysia: the surprise winner from US-China chip wars
https://www.ft.com/content/4e0017e8-fb48-4d48-8410-968e3de687bf
13/03/2024 9:19 PM
gooman Copper rallied to $9,000 a ton — its highest level in 11 months — on bets that a pick-up in global manufacturing activity will push up demand for industrial commodities.

The metal, seen as a bellwether of the global economy, has surged this week as investors warm to the idea that the worst of a global downturn is past.

https://www.bloomberg.com/news/articles/2024-03-15/copper-resumes-rally-toward-9-000-as-china-supply-tightens
15/03/2024 3:35 PM
swissvillage US stocks, tech draw record inflows in latest week - Barclays

LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR.

Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said..
15/03/2024 9:53 PM
swissvillage Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang

NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.

Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.

One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.

In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..
20/03/2024 6:18 PM
swissvillage Regarding this, Reuters reported on December 8 that NVIDIA is negotiating a partnership with the local conglomerate YTL for an AI infrastructure construction project in Malaysia, with the total investment amounting to $4.3 billion.

The project involves hosting AI infrastructure, including supercomputers and cloud computing, at YTL's data center in Johor, southern Malaysia. According to YTL, the first phase is expected to be completed by mid-2024, with operations starting then.

YTL, founded in Malaysia in 1955, is a conglomerate at the core of infrastructure business. It handles utilities (electricity, gas, water), high-speed rail, cement, construction, real estate, hotels, resorts, and also engages in digital technology-related businesses such as data centers and digital banking. The partnership with NVIDIA is expected to further strengthen its presence in the digital domain.

YTL, which also operates a resort business in Hokkaido Niseko and is listed on the Tokyo Stock Exchange, has strong ties with Japan.

The operational partner in the NVIDIA collaboration project is YTL Power International, a subsidiary of YTL. YTL Power revealed plans to build Malaysia's fastest supercomputer using NVIDIA's AI chips and to develop a large-scale language model specialized in the Malay language by utilizing NVIDIA's AI cloud computing.

CEO Huang stated, "Malaysia is a country with the necessary land, facilities, and power for computing infrastructure, becoming an important hub in Southeast Asia. YTL will play a significant role," highlighting the country's potential in the AI sector.

Malaysian Prime Minister Anwar Ibrahim also mentioned the NVIDIA and YTL partnership on X (formerly Twitter), revealing that the investment scale would reach 20 billion Ringgit (about $4.3 billion).

Intel built Malaysia's semiconductor manufacturing base
Malaysia's population is about 34 million. According to IMF estimates, the country's nominal GDP is $465.5 billion, with a per capita GDP exceeding $13,000. In the Association of Southeast Asian Nations (ASEAN), this per capita GDP ranks third after Singapore's $91,000 and Brunei's $35,000.

Malaysia, having absorbed Japanese automotive industry technology and created its own manufacturers, is a country with high manufacturing technology within ASEAN. This technological prowess is also applied to the semiconductor field, making it an important presence in the global semiconductor market supply chain.

Intel laid the foundation for the country's semiconductor sector.

In 1972, Intel established its first offshore assembly and testing site in Penang Island, Malaysia. Since then, it has expanded its base to the Kulim district on the opposite shore of Penang Island, investing over half a century. The cumulative investment amount exceeds $5 billion, with the momentum of investment expected to accelerate further over the next decade.

In 2021, Intel announced plans to invest $7 billion in Malaysia over the next decade to upgrade its semiconductor manufacturing capacity, including establishing advanced packaging facilities and 3D chip packaging facilities.

Besides Intel, various semiconductor companies have invested in Malaysia, making semiconductors a significant part of the Malaysian economy.

According to ASEAN Briefing (January 26, 2024), the semiconductor industry contributes 25% to Malaysia's GDP, holding a 13% global share in semiconductor packaging, assembly, and testing services. Additionally, semiconductor exports rank sixth in the world.

Entering the 1990s, the rise of South Korea's Samsung and Taiwan's TSMC diminished Malaysia's presence in the semiconductor market. However, recent intensification of US-China trade tensions has once again raised interest in Malaysia..
20/03/2024 6:19 PM
swissvillage https://klse.i3investor.com/web/blog/detail/savemalaysia/2024-03-19-story-h-185711851-YTL_Power_develops_one_of_world_s_best_advanced_supercomputers
20/03/2024 6:20 PM
swissvillage PHLX Semiconductor (^SOX) was up 1.6% yesterday..
21/03/2024 10:17 AM
gooman Malaysia has secured potential investments from companies such as global semiconductor company Nexperia and X-Fab from the Ministry of Investment, Trade and Industry’s (MITI) recent trip to Germany and France.

These potential investments are reportedly worth RM46 billion and will boost potential Malaysian exports by RM2.4 billion
https://www.marketing-interactive.com/miti-investments-germany-france-local-brands-succeed-internationally
22/03/2024 3:06 PM
sharkdododo https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755721-Unisem_M_Entering_the_New_Upcycle_Keep_BUY

RHB buy call liao
01/04/2024 10:38 PM
gooman Samsung: Tech giant sees profits jump by more than 900%
https://www.bbc.com/news/business-68738046
06/04/2024 8:54 AM
gooman Semiconductor sales up 16.3% to USD 46.2bn in February
The global chip market has just enjoyed its best year-on-year market growth since May 2022, says the Semiconductor Industry Association.
https://evertiq.com/news/55508
06/04/2024 8:57 AM
gooman Top picks. MPI and Unisem are the Top Picks for exposure to the sector recovery, given the exposures to the growing demand for power management integrated circuits (ICs) and diverse end applications. Besides, recovery in China’s semiconductor space following two lacklustre years will help to boost of its utilisation rate and economies of scale at their existing plants in China. They also stand to benefit from US-China trade tensions in both of their plants in Malaysia as a neutral ground, as well as from China’s self-sustaining policies.
https://klse.i3investor.com/web/blog/detail/rhbinvest/2024-04-01-story-h-184755715-Technology_Positioning_for_the_New_Upcycle_U_G_OVERWEIGHT
07/04/2024 9:29 AM
gooman Taiwan’s chip industry heads overseas amid supply chain shift
https://www.ft.com/content/95ccd46d-aed3-4d82-aec6-06fedcf18879
13/04/2024 10:23 AM