BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
David holland
Regular
Patents and 2 IP Licenses I'd say where worth more than 19.5 cents
Proga
Regular
Good news. MB is building the hype about their new releases in early 2024. Hopefully they let slip something about Akida if they're using it shortly
Proga
Regular
StockTrack is having file issues again. They haven't updated for 3 days now.
Shortman is showing the aggregate shorts went up 530k on the 21st even though StockTrack reported only 6109 were shorted
Shorts are still down 50m from 19 August
Gradually … no you will see this rocket
mrgds
Regular
G day Esq,
Like to ask you if your (PRESENT) valuation varied recently with the appointment of Dr T Lewis ?
Cheers mate.
Kachoo
Regular
Hi Esq,
How are you coming up with these numbers. I'm curious. I agree we are extremely under valued but that seems a bit high! Lol
Now if Nintendo is using Akida thru Megachips well they you be onto something.
Terroni2105
Founding Member
Circle 8 Clean Technologies on LinkedIn: Exciting News! Indo-Pacific Plastics Innovation Network (IPPIN) has chosen…
Exciting News! Indo-Pacific Plastics Innovation Network (IPPIN) has chosen Circle 8 to commence their Growth Program. With over 100 applicants internationally…
Proga ,
Start by looking at the the revinues of our larger partners , from memory five or six can be found in the FORBES 2000 largest companies globaly ( either in their own right or are subsidiarys or far larger entitys ) , then take a very small sliver of their revinues.
All adds very quickly .
Might add , my share price valuation dose not even Include over half of our partners as although it's great to have them , in the scope of things thay are unknowns .
Posted this around June this year , buggered if I can find the neatly typed out version, but you get the general gist.
* Might add , since I posted the below TATA ELXSI has also joined the party.
Regards ,
Esq.
Start by looking at the the revinues of our larger partners , from memory five or six can be found in the FORBES 2000 largest companies globaly ( either in their own right or are subsidiarys or far larger entitys ) , then take a very small sliver of their revinues.
All adds very quickly .
Might add , my share price valuation dose not even Include over half of our partners as although it's great to have them , in the scope of things thay are unknowns .
Posted this around June this year , buggered if I can find the neatly typed out version, but you get the general gist.
* Might add , since I posted the below TATA ELXSI has also joined the party.
Regards ,
Esq.
Attachments
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No NEW Shorts for Thursday or Friday according to the ASAX data.
Total shorts down to 95 Mil.
Positions being closed out.
TODAY was probably a big day for closing Shorts looking at the individual trades. TOTALLY CONTROLLED trading today/last week.
ASX Short report table.
ASX Daily Shorts Report
.
buena suerte :-)
BOB Bank of Brainchip
Pom down under
Regular
Fullmoonfever
Top 20
You can also get direct data as per the links in this explanation from Market Index site.
Couple snapshots below from. Market Index daily list (last column days to cover), ASIC and ASX (note nil reported to ASX on the 24/11 report).
Short Sale Data
Short sale data shows the amount of shares on issue currently reported as short sold.The data is four trading days behind today's date as reporting isn’t mandatory until 9am (Sydney) three business days (T+3) post trade.
Since June 2010, the Australian Securities and Investments Commission (ASIC) has required all stockbrokers to report their total short sale positions daily. This information is released four business days (T+4) after the trade on ASIC’s website.
The Australian Securities Exchange (ASX) publishes a list of short sale transactions reported on the most recent trading day.
HopalongPetrovski
I'm Spartacus!
Proga
Regular
Does anyone know anything about Dimensity 9300 chip?? From Bloomberg - “Dimensity 9300 is the most powerful mobile system-on-chip" 2nd half of the story
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
AI Chip Boom Fuels Taiwan Firm’s 40% Rally, Beating Qualcomm and Peers
- Company’s Dimensity 9300 chip is viewed as a game changer
- Valuation relative to growth prospect is attractive, GAM says
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
Smartphone Boom
The company’s sales are expected to grow 14% this quarter from last year, snapping four straight quarters of year-on-year decline, according to data compiled by Bloomberg.MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
DingoBorat
Slim
Does anyone know anything about Dimensity 9300 chip?? From Bloomberg - “Dimensity 9300 is the most powerful mobile system-on-chip" 2nd half of the story
AI Chip Boom Fuels Taiwan Firm’s 40% Rally, Beating Qualcomm and Peers
- Company’s Dimensity 9300 chip is viewed as a game changer
- Valuation relative to growth prospect is attractive, GAM says
By Charlotte Yang
27 November 2023 at 11:40 am AEST
A five-month rally in MediaTek Inc. looks set to extend as booming demand for smartphones and a promising new AI chip brighten the outlook.
The Taiwanese tech firm’s stock has soared almost 40% since end-June, outperforming a 2% advance in the Philadelphia Stock Exchange Semiconductor Index and a 7% rise in its US-based rival Qualcomm Inc. The gains have been fueled by robust appetite for mobile devices that utilize the company’s chips, especially in China.
The buzz surrounding MediaTek casts the spotlight on the growing competition between semiconductor firms that are exploiting the use of AI to grab a larger share of the smartphone business. Investors see the Taiwanese firm’s Dimensity 9300 chip as a game-changer that will help it to steal a march over Qualcomm, the current leader in the high-end mobile market.
The bullishness surrounding MediaTek’s shares is growing. Analysts have boosted estimates for the company’s earnings per share by 13% since the end of July while short interest on the stock has fallen from a June peak. They have also lifted its estimated price target by 27% since a July low.
MediaTek’s “valuation relative to its growth prospect into next year still looks attractive,” said Robert Mumford, an investment manager at GAM Hong Kong Ltd. “The handset cyclical recovery and MediaTek’s new system-on-chip — a cutting edge product released at the right time — plus potential AI product rollout, are all tailwinds.”
A lot of the optimism is centered around the Dimensity 9300 chip, which is a direct competitor of Qualcomm’s Snapdragon 8 Gen 3. Both firms are racing to unleash AI technology on devices, part of the so-called “edge AI” phenomenon that multiple Wall Street banks say will be a key investing theme heading into 2024.
“Dimensity 9300 is the most powerful mobile system-on-chip and has started to gain traction with Vivo’s new phone,” Morgan Stanley analysts including Charlie Chan and Daisy Dai wrote in a note. The bank expects MediaTek’s market share in the flagship smartphone segment to increase from 20% in 2023 to 30%-35% in 2024, or up from 13 million units to around 20 million.
The Dimensity 9300 chip is designed to address more complex workloads of new generative AI and gaming applications and its launch follows several earlier designs which failed to excite investors. Chinese smartphone Vivo X100, which was released this month, is the first model to use the chip, and this will be followed by the OPPO Find X7 series.
The stock is trading at about 17 times forward estimated earnings, roughly in line with its five-year average. With a market capitalization of over $47 billion, MediaTek ranks as the the island’s second-largest listed company, after only Taiwan Semiconductor Manufacturing Co Ltd.
Smartphone Boom
The company’s sales are expected to grow 14% this quarter from last year, snapping four straight quarters of year-on-year decline, according to data compiled by Bloomberg.
MediaTek said in its earnings call that its inventory has fallen for five straight quarters and the days of inventory reached a healthy level of 90 at the end of the third quarter. Mobile phone sales, which contributed about half of the firm’s revenue in the three months through September, gained 19% on quarter, thanks to restocking demand and new 4G and 5G launches, management said.
The rally in MediaTek’s shares also reflects the recovery in China’s smartphone industry, which registered double-digit growth in October. Phone sales in the world’s biggest mobile market were up 11% in the first four weeks of last month compared to the same period a year ago, according to Counterpoint Research data.
Looks like an impressive chip, not neuromorphic though..
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