cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on SKPRES.
Ok. I am in the same floor as you, unit 036 :)
4 hours · translate
cheng replied to comment on CNERGEN.
Trump and Xi will meet again in Sep. Trump's oil leverage on China backfired kuat2. Lol, no pun intended. Trump thought high oil price will hurt China since China is the biggest importer of crude. China ended up reducing its import to the lowest in May since 2017 and causing global decline in crude purchase :)
4 hours · translate
cheng replied to comment on SKPRES.
I will hold on to it for now, ntr. Just started position after the first qr below 5% margin :) will review it one qtr at a time. I have not found any reason to exit yet :)
4 hours · translate
cheng replied to comment on SKPRES.
Makes sense for EPF to exit D&O, the assassin. Lack of transparency on the patent infringement lawsuit and redirecting capex funds to other purposes. That's a big red flag. I am not familiar with VS though. It is unlikely for EPF to exit Skpres based on the balance sheet strength. Well, unless it's balance sheet weakens in coming qtrs such as spike in receivables, lower capex, cash flow from ops getting lower, etc.
4 hours · translate
cheng replied to comment on CNERGEN.
100+ should be fine, Nick. Alibaba going all out on scaling it's business - cloud/AI, e-commerce, it's own T-head chip deployment. China's AI adoption and acceptance is way higher and maybe the future demand driver. Well, short term capex will be high and you would have noticed hurting it's cash flow.
4 hours · translate
cheng replied to comment on CNERGEN.
The strong China data wont go well with Trump :) He has started to blacklist BYD, Baidu and Alibaba. https://financialpost.com/pmn/business-pmn/chinas-exports-surge-tops-forecasts-as-ai-propels-booming-trade
7 hours · translate
cheng replied to comment on SKPRES.
tu dia EPF... last year total shareholdings was at 12% and EPF rebalanced to 11% before QR. Post QR - EPF has now increased its shareholdings to above 12%.
8 hours · translate
cheng replied to comment on GREATEC.
2.20 no meat. below 2.00 baru ada meat.
9 hours · translate
cheng replied to comment on SFPTECH.
hehe. credit goes to the boss in turning around the business and a nice reward for the faithful shareholders that joined after the disastrous q4fy24 :) Its definitely a nice reward for the shareholders after going through the bottom of 0.095 :)
9 hours · translate
cheng replied to comment on SFPTECH.
Sold out my balance position at 0.32 and I will get off the bus now. Hope you guys will continue to earn it with Sfptech.
9 hours · translate
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