Admiral Adama's comment on NATGATE. All Comments
Admiral Adama
9 Like · Reply
蛤？从0.9涨到最高1.6只花了一个月然后你给我看这样的业绩？lapsap烂门。。。
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5 days · translate ·
pang
哈哈看皮应该不错下
。。。。。
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cheng
You are so fast. I haven't read it yet. Will have a look over the weekend :)
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Admiral Adama
i expected 50mil core profit given the recent share price performance...
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Gregory Smith
Not bad still got earning haha limit up lor
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cheng
Haven't check the details yet but looks like price runs ahead of earnings.
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Ming Ooi
lapsap 业绩才会涨 哈哈哈
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Tok Tiong
从9毛到1块六，赚爆了。。业绩怎样没问题。而且GBT 不错。哪个adminstration 那么高，不懂什么东东。难道是请顾客吃饭费用？
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馬拉ck
褲子都脫了 你給我看這個業績
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7ARVIS YW
The recent price UP is not deal to QR, is for Photonic Factory to operated in end of 26
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馬拉ck
聽說在大橋旁邊的jk工廠被爛門買起來了
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Ming Ooi
原来是老板提早出业绩，看来老板对业绩很有信心
还是迫不及待的想告诉大家搭上光子学技术领域，预计2026年第四季度 全面投入运营
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Andrew Yap
deduct other gains forex and tax, what else is there hahahahaha
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Ming Ooi
Q2 2026 单季
Unrealised FX：+RM7.009m
Realised FX：-RM22.910m
合计约 -RM15.901m，也就是说净外汇反而是损失约 RM15.9m
1 Like · 5 days · translate
Ming Ooi
税前盈利：RM8.07m
税后盈利：RM11.05m
归母净利：RM10.90m

Unrealised FX +RM7.0m
Realised FX -RM22.91m
净 FX = -RM15.90m

所以如果把 RM15.9m 的净外汇损失剔除

RM10.9m + RM15.9m ≈ RM26.8m
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2 Like · 5 days · translate
Andrew Yap
okkk thanksss
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Wei Jun Wong
Monday limit up!
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cheng
premium price. looks like correction incoming to adjust for the worsening concentration.
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woei
Fast run. Bad earnings
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woei
Pe 100. Fast run…hahaha
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Ming Ooi
run run run…老板生意不好好做 玩forex还亏这样多 干
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7ARVIS YW
Ming Ooi, based on your statement above if excluded forex loss, EPS could be 0.86 x PE 50 (goreng case) --> RM1.7 not an issue
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Ming Ooi
Monday see kenaga fund how do
Recently research Tp Rm2.13
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Restia
出业绩以前一直暴涨，我连道歉书都写好了，结果业绩竟然就这样?
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7ARVIS YW
If market want goreng PE60, Kenaga TP RM2 is possible
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Fei Hong
玩股票是看业绩的咩？你看看星报公司赚钱股价还不是一样下跌～
哈哈哈哈……
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tee nft
The group currently sits on cash and bank balances of RM321.07 million against total borrowing of RM901.94 million.
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Admiral Adama
其实你们知不知道烂门在做ai server之前主要的营业额来源就是为cohr制造光模块？
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Admiral Adama
如果你把做server前的净利率来做参考算出其他业务的净利，那么你就知道烂门的server业务是在盈亏线上苦苦挣扎。。。
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Admiral Adama
我就当烂门接下来的光模块业务营业额每季增加200mil好不好？以10%净利率计算的话那也只是增加了20mil净利，但这点盈利在巨大的ai server盈亏线波动面前根本不够看。。。
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cheng
That's right, Adama. It seems that cohr mfg volume did not increase substantially by looking at the revenue figures. POET is still under qualification perhaps. Market price has run ahead of what the numbers showing. Basically, pricing in confirmed ramp up of photonics, volume and margin expansion?
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Ming Ooi
Serve毛利率太低了，前几个季度都是汇率收益
减少server 是对的，这次反而汇率亏损还是能赚钱 才是厉害
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Admiral Adama
what i was trying to say is their financial performance still very much depend on server segment even if the photonics segment manage to double its revenue contribution.

Think about it, why natgate fails to boost their server sales while the market demand is still far beyond supply? All other competitors is doing great in term of revenue but not natgate. Why? What went wrong?
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1 Like · 4 days · translate
Admiral Adama
烂门的server业务不赚钱就是因为营业额仍然太低不足以达到足够大的经济规模。

如果server业务是没钱赚的，那么为何那么多台湾公司要抢着做？
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Admiral Adama
况且减少了server业务了贡献，不代表那些固定的基本开销会减少。。。
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Admiral Adama
当然我还是那句。事实的真相不重要，重要的是故事怎么讲。。。
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cheng
Ooh ok. I thought it's already known that the server segment is considered gg.com from Q1FY26 results itself; total collapse of revenue from SG geo. The hope for revival sits with the photonics (datacom/networking) and Valeo (automotive). Probably higher margin from photonics instead of server. After all, mgmt quoted higher costs of key components in the data computing segment, coupled with pricing pressure arising from competitive market conditions in the annual report.
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Admiral Adama
it didnt make sense to use higher cost of key components as an excuse because ai server is a seller's market hence the sellers can completely pass the extra cost to buyers...

if u read the financial report from other ai server manufacturers then u will see they all tell a complete different story...
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Admiral Adama
There must be something not right when an old lady running so fast! 阿婆跑得快一定有古怪！
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Tok Tiong
市场买单这业绩喔。这么早就绿了。。
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tee nft
pump to trap..
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Admiral Adama
故事比业绩重要哈哈。。。
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馬拉ck
need shout gogogo d
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Tok Tiong
快点mai mai mai. gogogo
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Tok Tiong
好象要突破一年新高。 加油
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馬拉ck
看來3塊不是夢
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Ming Ooi
故事好听 还能讲到明年去 哈哈哈
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kim mui lee
加油加油加油加油加油，冲冲冲
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7ARVIS YW
至少说到年尾
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Tok Tiong
故事越说越精彩了。。今天要突破一年新高了
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Admiral Adama
要回到三块了。。。。。
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Tok Tiong
目标四块可以吗？。。加油
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Admiral Adama
四块的话teo哥以后不能再屌gp了哈哈。。。
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馬拉ck
444不好聽....5塊吧
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馬拉ck
你們知道為何欄門會起? 因為Teo哥賣了?
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Admiral Adama
已经没时间解释了。。。
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Tok Tiong
UOB给目标价1.82..太低了。。看不起谁
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Rahim Razak
power natgate. coming back rm2 mcm ni
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Admiral Adama
maimaimai!!!
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Ming Ooi
来不急解释了，故事还在讲到年尾
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Tok Tiong
在你左右
还有多久
怎么样才能让时间倒流
每一分每一秒都珍重
握紧的手
不愿放松
十点半的飞机它在等候
不要再让自己的眼泪流
我必须要走
要记得
我们的故事真难忘
太多的回忆和希望
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Admiral Adama
ini kalilah!!!
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kim mui lee
我赚钱了，我买1.40，买了之后又下到1.36，幸好我没止损
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pang
恭喜恭喜巨赚
。。。。
这个股真好
爆发上下都强
哈哈哈
。。。。。。。
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Like · 20 hours · translate
Admiral Adama
每天四五千，一个月十来万。。。
Like · 19 hours · translate
pang
你就好啦。。。

留言学习
学习
分享心得
谢谢
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Like · 19 hours · translate
kim mui lee
Pang , 最近都是nationgate 给我赚钱
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Admiral Adama
我也想是我哈哈。。。。
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Rahim Razak
pecah balik rm1.71
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pang
恭喜恭喜这样这个股对你有缘
切记就算卖也要留一张
哈哈

这个股我没有

来热闹下
哈哈
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Like · 19 hours · translate
pang
你根本就不用想
。。。
要就有
。。。。
Like · 19 hours · translate
Tok Tiong
Kenanga说业绩超出预期喔。。难怪飞到够够力
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Rahim Razak
boleh retrace balik dulu, kasi dump sekejap
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pang
哈哈
真真假假
听听就好
。。呒呒。。
1 Like · 19 hours · translate
Tok Tiong
马股量小。资讯操控在少数人手里。。最重要大赚别追在最高点就好。
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Rahim Razak
atas RM1.80 que x banyak lagi
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Rahim Razak
break rm1.75
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Admiral Adama
kasi limit up hari ini!!!
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Tok Tiong
大妈开张吃三年。。恭喜恭喜
1 Like · 19 hours · translate
Tok Tiong
做么 那个 CL ang. 一直 留言一直删留言。。冷静
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Admiral Adama
我做啦啦队而已。。。。。
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Rahim Razak
macam nak break rm1.85
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馬拉ck
哈哈哈.. 一直删留言的都是拉吉小人...
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fei fun
wow，4billion market cap 了
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Boon Thiam Ling
突然acc多那么多钱 感谢感谢
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Rahim Razak
mcm retrace balik ni run run
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Rahim Razak
naik balik ni break rm1.80
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Boossku Bursa
Break rm2!
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Admiral Adama
potential candidate for the new klci50!!!
1 Like · 17 hours · translate
TEO CS
Klci will make you became leeks. Ha ha ha ha ha
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Tok Tiong
Teo哥。 发过猪头。。ini kalilah
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woei
Fast run . High pe
Like · 15 hours · translate