| Latest Forum Topics / UMS Last:2.5 -- |
 Post Reply
|
|
UMS
|
|||||
|
chengwh1
Elite |
18-May-2019 20:33
|
||||
|
x 0
x 0 Alert Admin |
Don' t be misled by this result. The president has just announced that sanction against Huawei.... very recently. This results was from the previious finncil period before the sanction, when times were still good. We need to look at this quarter' s results, which will be released in July/August 2019.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Starship
Supreme |
18-May-2019 14:34
|
||||
|
x 0
x 1 Alert Admin |
Don' t bother to think far ahead nowadays. Trump' s mind and his tweets change faster than he can think and faster than we can react. Also, affected countries/parties are not dummies, so they will definitely respond to all threats that come their way. So everything changes on a daily basis. Only traders, shortists, speculators and gamblers see the need to react to every tweet, every rumour and every news.......    Real investors should not bother. Invest in fundamentally strong stocks and stay invested while collecting good dividends..........  Exclusive: U.S. may scale back Huawei trade restrictions to help existing customers MAY 18, 2019 / 7:05 AM / UPDATED AN HOUR AGO (Reuters) - The U.S. Commerce Department said on Friday it may soon scale back restrictions on Huawei Technologies after this week&rsquo s blacklisting would have made it nearly impossible for the Chinese company to service its existing customers. The Commerce Department, which had effectively halted Huawei&rsquo s ability to buy American-made parts and components, is considering issuing a temporary general license to &ldquo prevent the interruption of existing network operations and equipment,&rdquo a spokeswoman said. Potential beneficiaries of the license could, for example, include internet access and mobile phone service providers in thinly populated places such as Wyoming and eastern Oregon that purchased network equipment from Huawei in recent years. In effect, the Commerce Department would allow Huawei to purchase U.S. goods so it can help existing customers maintain the reliability of networks and equipment, but the Chinese firm still would not be allowed to buy American parts and components to manufacture new products. The potential rule roll back suggests changes to Huawei&rsquo s supply chain may have immediate, far-reaching and unintended consequences. The blacklisting, officially known as placing Huawei on the Commerce Department&rsquo s entity list, was one or two efforts by the Trump administration this week allegedly made in an attempt to thwart national security risks. In an executive order, President Donald Trump also effectively barred the use of its equipment in U.S. telecom networks. The United States believes Huawei&rsquo s smartphones and network equipment could be used by China to spy on Americans, allegations the company has repeatedly denied. The latest Commerce move comes as China has struck a more aggressive tone in its trade war with the United States, suggesting talks between the world&rsquo s two largest economies would be meaningless unless Washington changed course. A spokesman for Huawei, the world&rsquo s largest telecommunications equipment maker, did not immediately respond to a request for comment. Out of $70 billion Huawei spent buying components in 2018, some $11 billion went to U.S. firms including Qualcomm, Intel Corp and Micron Technology Inc. If the Commerce Department issues the license, U.S. suppliers would still need separate licenses to conduct new business with Huawei, which would be extremely difficult to obtain, the spokeswoman said. The temporary general license would last for 90 days, she said, and would be posted in the Federal Register, just as the rule adding Huawei to the entity list will be published in the government publication on Tuesday. &ldquo The goal is to prevent collateral harm on non-Huawei entities that use their equipment,&rdquo said Washington lawyer Kevin Wolf, a former Commerce Department official. The entity listing bans Huawei and 68 affiliates in 26 countries from buying American-made goods and technology without licenses that would likely be denied. The entities list identifies companies believed to be involved in activities contrary to the national security or foreign policy interests of the United States. In a final rule posted on Thursday, the government tied Huawei&rsquo s entity listing to a criminal case pending against the company in Brooklyn, New York. U.S. prosecutors unsealed the indictment in January accusing the company of engaging in bank fraud to obtain embargoed U.S. goods and services in Iran and to move money out of the country via the international banking system. Huawei Chief Financial Officer Meng Wanzhou, daughter of the company&rsquo s founder, was arrested in Canada in December in connection with the indictment, a move that has led to a three-way diplomatic crisis involving the U.S., China and Canada. Meng, who was released on bail, remains in Vancouver, and is fighting extradition. She has maintained her innocence, and Huawei has entered a plea of not guilty in New York. Trump injected other considerations into the criminal case after Meng&rsquo s arrest when he told Reuters he would intervene if it helped close a trade deal. https://www.reuters.com/article/us-usa-huawei-tech-exclusive/exclusive-us-may-scale-back-huawei-trade-restrictions-to-help-existing-customers-idUSKCN1SN2QA |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
trademaster
Supreme |
18-May-2019 14:28
|
||||
|
x 0
x 0 Alert Admin |
My analysis is this- Thursday US semi conductor stocks and suppliers dropped, Friday we saw AEM, Hi -P n Ums reacted and came down but found their support . Aem 965, hi p 128, UMS 615 Bad news already priced in. https://www.cnbc.com/2019/05/17/huawei-us-supplier-shares-slide-but-it-says-it-can-survive-blacklist.html?__source=facebook%7Cmain |
||||
| Useful To Me Not Useful To Me | |||||
|
trademaster
Supreme |
18-May-2019 13:25
|
||||
|
x 0
x 0 Alert Admin |
Huawei Technologies Co. shrugged off efforts by the U.S. government to stop other nations using it&rsquo s technology, with revenue jumping on shipments of phones, 5G equipment and other products. |
||||
| Useful To Me Not Useful To Me | |||||
|
bicycle
Member |
18-May-2019 11:44
|
||||
|
x 0
x 0 Alert Admin |
All supply chain will be affected. GS did a research note on Huawei ban, about 70 companies get hit. These 70 companies will have their own suppliers/contractors, so more down the supply chain. Question now is implementation of ban. UMS --> Applied Mat--> Intel, Micron, Qualcomm , TSMC, Samsung, etc --> Huawei AEM--> Intel, Huawei |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
nqing87
Supreme |
18-May-2019 10:27
|
||||
|
x 0
x 0 Alert Admin |
I mention wrongly, got confused.. intel is aem customer.. hi-p customer is apple..
|
||||
| Useful To Me Not Useful To Me | |||||
|
Starship
Supreme |
18-May-2019 10:07
|
||||
|
x 1
x 1 Alert Admin |
Name of Director/CEO: Luong Andy Date of acquisition of or change in interest: 16-May-2019 Number of shares, units, rights, options, warrants, participatory interests and/or principal amount/value of debentures or contracts acquired or disposed of by Director/CEO: 250,000 shares Amount of consideration paid or received by Director/CEO (excluding brokerage and stamp duties): S$0.6250 per share As a percentage of total no. of ordinary voting shares/units: Direct Interest Deemed Interest Total No. of ordinary voting shares/units held: 0.57 20.01 20.58 Immediately after the transaction Direct Interest Deemed Interest Total No. of ordinary voting shares/units held: 3,306,800 107,323,750 110,630,550 As a percentage : 0.616 20.007 20.623 |
||||
| Useful To Me Not Useful To Me | |||||
|
cobrajr
Veteran |
18-May-2019 00:46
|
||||
|
x 1
x 0 Alert Admin |
He buy 250k from open market at 0.625 | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Johnjohnnyhi
Member |
17-May-2019 23:14
|
||||
|
x 0
x 0 Alert Admin |
Bro, can share with me the meaning of " jeep" ?....I heard andy given 600+ lots
|
||||
| Useful To Me Not Useful To Me | |||||
|
trademaster
Supreme |
17-May-2019 23:10
|
||||
|
x 0
x 0 Alert Admin |
Can post amount of share buyback ? what level? Tks
|
||||
| Useful To Me Not Useful To Me | |||||
|
Sgvale
Supreme |
17-May-2019 21:48
|
||||
|
x 0
x 0 Alert Admin |
Looks like trade war fear is returning. Though claiming negotiation not break, trade war in fact has already started! | ||||
| Useful To Me Not Useful To Me | |||||
|
cobrajr
Veteran |
17-May-2019 20:44
|
||||
|
x 0
x 0 Alert Admin |
Andy jeep 0.625 | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
trademaster
Supreme |
17-May-2019 20:21
|
||||
|
x 0
x 0 Alert Admin |
https://www.scmp.com/tech/big-tech/article/3010635/huaweis-chip-unit-says-it-prepared-years-ago-doomsday-scenario-us Huawei&rsquo s chip unit says it prepared years ago for doomsday scenario of US tech ban |
||||
| Useful To Me Not Useful To Me | |||||
|
easywin
Supreme |
17-May-2019 18:48
|
||||
|
x 0
x 0 Alert Admin |
https://www.barrons.com/articles/applied-materials-gives-strong-guidance-and-thats-good-news-for-tech-stocks-51558039777
|
||||
| Useful To Me Not Useful To Me | |||||
|
bicycle
Member |
17-May-2019 15:18
|
||||
|
x 0
x 0 Alert Admin |
Btw, Huawei gets banned, expect backslash from China. Meaning Apple sales in China likely get hit, by design or boycott. So Hi-P ....??? |
||||
| Useful To Me Not Useful To Me | |||||
|
bicycle
Member |
17-May-2019 15:15
|
||||
|
x 0
x 0 Alert Admin |
Intel, AMD, Micron, Qualcomm etc all suppliers to Huawei. TSMC, Foxconn also. AMAT in turns supply to chips and display makers, such as Intel, Qualcomm, Samsung, TSMC etc. So it goes...round and round |
||||
| Useful To Me Not Useful To Me | |||||
|
nqing87
Supreme |
17-May-2019 13:35
|
||||
|
x 0
x 0 Alert Admin |
i think intel (hi-p customer) is a supplier for huawei.. not sure if applied materials is a supplier for any company that has business ties with huawei.. the world is so linked heavily to one another.. directly or indirectly everyone will be affected
|
||||
| Useful To Me Not Useful To Me | |||||
|
chengwh1
Elite |
17-May-2019 13:29
|
||||
|
x 0
x 0 Alert Admin |
Good news, bro,... tq,... can share the link please ??
|
||||
| Useful To Me Not Useful To Me | |||||
|
trademaster
Supreme |
17-May-2019 09:25
|
||||
|
x 0
x 0 Alert Admin |
Thats for Huawei, thats why i prefer ums and hi p
|
||||
| Useful To Me Not Useful To Me | |||||
|
tonylim
Master |
17-May-2019 09:18
|
||||
|
x 0
x 0 Alert Admin |
There will be sell down for semicon tech stocks with the US ban on huawei including its affiliates ( Singapore companies among them).
|
||||
| Useful To Me Not Useful To Me | |||||