pan alan's comment on D&O

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pan alan's comment on D&O. All Comments

pan alan

4 Like · Reply

Today close at 0.64 then beautiful

5 years · translate ·

Kent Lim

0.650. Woohooo

1 Like · 5 years · translate

pan alan

Not bad ya...seem like operator almost start to play games again

Like · 5 years · translate

cheng

congrats alan pan. Probably not just operator. could be exchanges between funds/institutions in July (reduce/exit) and Sep (new/add) by the sheer volume. there is also a difference in the behaviour of buyers and sellers back then in Jul and now at 64 cents range. it was a long-legged doji in July, lower vol and right now solid candle with higher volume. there is possibility that it will continue its rebound.

3 Like · 5 years · translate

cheng

will be good to follow Osram Q4 earnings scheduled to release by second week of Nov versus D&O by end of Nov. Osram last qr earnings was weaker due to seasonality factor and it is anticipated that q4 is a stronger quarter. the same applies for D&O except that D&O last QR was not too bad compared to Osram. still winning market share based on it's revenue growth. as for the funds/institutions involvement, we can only confirm that in it's next annual report next year.

3 Like · 5 years · translate

cheng

no chance to confirm earlier unless they have more than 5% shareholding. hence, the earliest signal to D&O upcoming QR will be Osram QR - to confirm it's a stronger quarter seasonally. let's exchange opinions by then. :)

2 Like · 5 years · translate

Jason

Cheng Teik, wanted to say thank you for your sharing on D&O and Waseong. Tqvm and appreciate it.

Like · 5 years · translate

cheng

you are welcome, Jason Cheong. it's your own decision and plan that led to the gains. keep it up and have faith in your own plan. it will be good if d&o can rebound back to at least 30% margin of safety at 0.72 cents and finding a new support there. Just my opinion and could be wrong.

3 Like · 5 years · translate

Yew Fei

Tq Mr Cheng for ur precious sharing. Ur sharing is really bravo. With ur deep knowledge in investment line, u really can open class teaching ppl about investment . I think ppl at here are interested to join ur class tho.

2 Like · 5 years · translate

Terry Chang

good run by this counter. now wondering.if should keep or let go.

Like · 5 years · translate

cheng

you are welcome, yew fei. thanks to everyone for sharing their opinions on d&o throughout the last few months and all faithful shareholders are rewarded well this week. I am just a retail investor like everyone else and learning from everyone. I can recommend two good books for you to read (1) the intelligent investor by Benjamin Graham (2) trading for a living by Dr. Alexander Elder; the psychology part. these are two good books to start off with and hope it helps.

1 Like · 5 years · translate

Yew Fei

Thank you very much Mr Cheng Teik. Will try to find these book and go through some reading.

Like · 5 years · translate

cheng

hi Terry Chang, best is to follow your own initial plan - the entry, exit, short term or long term. every individual has different investment objectives and diff levels of withstanding fluctuations (emo). the nature of d&o business is one that is sensitive to market noise such as trade wars, automotive tariffs, higher emission requirements, partial seasonality and despite the fact that automotive LED market is growing yoy. Just my opinion, could be wrong. hope it helps with your research.

4 Like · 5 years · translate

cheng

you are welcome, yew fei. we can always exchange opinions and learn from each other.

1 Like · 5 years · translate

Nizam Haniff

https://electrek.co/2019/10/11/gas-pumps-disappearing-norway-electric-cars-taking-over/

Like · 5 years · translate

Nizam Haniff

Look where the techs is heading.. We could see gas guzzling cars disappear sooner than we think. DnO could benefit..

1 Like · 5 years · translate

William Gui

Gas cars still will be around for quite some time. No doubts techs n natural energy will replace one day but it won’t be that soon. Either ways, D&o will be one of the benefactors with the transition. Can start parking here soon.

Like · 5 years · translate