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$NATGATE (0270.MY)$ 当nation gate市值超越了马来西亚所有EMS上市公司总和时，你就会知道，投资者并不是把它当成一家EMS公司。而是一家人工智能AI高科技公司。不理解这个底层逻辑是看不懂nation gate. 三千哥.
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$CORAZA (0240.MY)$ 外汇亏损1.8M. 但是马币已经4.45. 如果保持4.35以上到2月，就是来临quarter会多赚1.2m-1.5m 加上来临月季稳步上升. 至少2.7m-3m. 其实盔甲是可以挑战历史新高的PAT 最高4.1m. 这一次gap up 功劳归谁 大家懂. 盔甲会再次启动主板申请. 可以看出老板的心思. 到时候大股东们又可以见面了. 期待明年的agm. Esos 0.375，pe 10-13. 如果他真的要 他是可以直接开车到0.72. 不回调. p.s 17m 新工厂 火力全开，需要 iso license,而那张license,会在今年12月拿到. AGM有说到 be patient. 你们patient会换来巨大回报. we raise tp 1.49 but requirement from us , coraza need to be main board!
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通过周一简报，我们认为当前股价没有反映实时情况 $NATGATE (0270.MY)$ 我们将目标价格提高到4.27，市盈率为40，维持不变 $英伟达 (NVDA.US)$ TP207 PE45。我们预计全球货币在2025年5月经历大幅调整下跌。我们预计市场将在2025年4月达到顶峰！高盛对英伟达的估值，是正确。
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