Afiffuddin Abdul Aziz's comment on D&O. All Comments
Afiffuddin Abdul Aziz
Like · Reply
Buy now or regret
Report
2 years · translate ·
Dan Danne
price still high
Like · 2 years · translate
Mr K
coming result bad ...can wait after result release see how
1 Like · 2 years · translate
Dan Danne
the price still strong, i belive it will challenge 4.2 again
Like · 2 years · translate
Dan Danne
he just bullshit, haha
Like · 2 years · translate
Nhlau Lau
anyone comment on qr? good or bad....
Like · 2 years · translate
tse ning lam
Boom liao la.
2 Like · 2 years · translate
Fisher aka 小白
18.8m forex loss.... Good or not, judge by yourself...
2 Like · 2 years · translate
Afiffuddin Abdul Aziz
I thought qr not important lehhh
Like · 2 years · translate
Ng Wai Chong
Still heavy invest in capex....
Like · 2 years · translate
Lim Chun Eik
大湿说科技是未来。。。
Like · 2 years · translate
The RocK
有人炒就有未来咯。。。哈哈哈
Like · 2 years · translate
pali cd
Tomorrow limit down...?
Like · 2 years · translate
Shun tee Lam
By reading the QR carefully the bright future is still intact. QR also explain that why they did not do forex hedging
Like · 2 years · translate
Ng Wai Chong
Actual its business for future trend.. However, if using the PEG, is they business able growing 40% Cagr? For me, the valuation is high for current share price.
3 Like · 2 years · translate
pali cd
Agreed w u mr Ng..lets the market speaks for itself
Like · 2 years · translate
Shun tee Lam
By 2025 after plant 2 fully operated. capacity will be double of current capacity. 2030 the capacity will be more than triple of current capacity. That’s why market given higher PE
Like · 2 years · translate
Shun tee Lam
Another thing is the EV theme where LED usage for EV is much higher than ICE car
Like · 2 years · translate
Ng Wai Chong
The rock, 股价可以一下冲高，过分的高。。炒是必定的。。
Like · 2 years · translate
Ng Wai Chong
Heavy asset and light asset...the Scalability is important...
Like · 2 years · translate
Shun tee Lam
言论自由。可以看好也可以不看好。有人看到前景有人认为炒。不同窗口，不同风景
Like · 2 years · translate
Mr K
i told you guys ad, coming qr bad, but nobody trust me and say me bullshit ....
1 Like · 2 years · translate
mint
Mr k how do you know the qr is bad ? you have insider news ?
Like · 2 years · translate
Dan Danne
2moro will going up
Like · 2 years · translate
牛
haha regret of buying now?
Like · 2 years · translate
Dan Danne
Fundamental analysis is not useful Bursa Malaysia stock
Like · 2 years · translate
Mr K
上个月和朋友去巡视厂房的时候 老板亲口说的 还有假？
Like · 2 years · translate
Mr K
fundamental useless? sorry loh my sfptech get 100% profit ad
Like · 2 years · translate
Dan Danne
D&O share price momentum is good among tech stock, did u study that?
Like · 2 years · translate
Dan Danne
Mr K, U looks like those blow water guy, haha
1 Like · 2 years · translate
Dan Danne
Fundamental i s not useful in Bursa Malaysia stock, read my word properly.
Like · 2 years · translate
mint
Mr k...哈哈。。你是大粒人啊？老板亲口爆料给你听。。这么厉害的。。哈哈
Like · 2 years · translate
Mr K
tay 信不信由你啦 反正对我又没有伤害 亏钱的是你们罢了
Like · 2 years · translate
Dan Danne
2moro will going up, trust the indicator
Like · 2 years · translate
Mr K
pe50 业绩qoq yoy跌 还能飞多远？哈哈哈
Like · 2 years · translate
mint
Mr K....我听听就好了。当作是真的吧！。。哈哈。。。
Like · 2 years · translate
pali cd
Hmm..current performance not even worth of rm3 a piece..but mr market sometimes is irrelevent..interesting to see tomorrow
Like · 2 years · translate
weng kg
Haha KLSE needed based on reverse psyhology. See PIE as example
Like · 2 years · translate
Dan Danne
PE still stay strong
Like · 2 years · translate
Mr K
pie valuation just pe20, how to compare with D&O pe 50, again , pie is the EMS company , different business
Like · 2 years · translate
Ancent Wong
先去看看财报就知道发生什么事，不然以为公司明天就要倒闭了
Like · 2 years · translate
Say Ting Ooi
不要紧，可以捡便宜。。
Like · 2 years · translate
Shun tee Lam
QR is not bad. Need to read the content
Like · 2 years · translate
Mr K
美元大涨 外汇亏损18.8mil， 如果美联储继续升息，美元持续维持高位到年尾，那么是不是代表Q3也要继续forex loss下去
1 Like · 2 years · translate
Mr K
持续外汇亏损把盈利越拉越低，把pe越升越高 到时候股价跌多过涨
Like · 2 years · translate
Ancent Wong
明天3块all in一轮先
Like · 2 years · translate
Mr K
再说季报都写了 管理层无意做对冲 根本不把forex loss放在心上 ，虽然是Unrealised loss， 但是公司借美元债，到期还债的时候就会realised出去 变成实际亏损 Q3 Q4美元持续高位 ，那就只能是 阿弥陀佛
Like · 2 years · translate
Shun tee Lam
Mr K 季报没看完吗？ 管理层已经解释了会有对策解决这个问题
Like · 2 years · translate
TC94
down and over, sold all what you have
Like · 2 years · translate
Shun tee Lam
Sell call oh. Can report SC Liao
Like · 2 years · translate
陈冠骅
昨晚一直喊卖的还有在吗？没有了解季报乱乱制造恐慌
Like · 2 years · translate
Lim Chun Eik
还早叻。。。收盘才是市场的决定
Like · 2 years · translate
陈冠骅
早或迟也不会跌到哪里去 ….
Like · 2 years · translate
Keith Liu
收盘是青的，如果美股没大跌
1 Like · 2 years · translate
Tan Su Ye
现在还握有高估值公司的应该大多数是看长期发展的吧
Like · 2 years · translate
Green LT
手握这股的散户，听着看着都是好消息。只有局外人，才能冷静分析这QR.
Like · 2 years · translate
Fisher aka 小白
路过插一把嘴，成功的投资不是买好的，而是买的好。。。d&o是我过往的重仓股，期待还有再买回的一天。
Like · 2 years · translate
Green LT
PE=25, 价格在RM2.06, 不要喷我哦！只是我个人的理想价。70% 市场在中国。。。。想一想后果是。。。中国現在科技搞内在vendors。。。
2 Like · 2 years · translate
Fisher aka 小白
不会pe25, 以d仔的成长cagr, pe25，它的fpe是1x了。。。。
Like · 2 years · translate
Green LT
世事无决对，也无对错，我对公司外汇亏损无语。但美元不是增值吗？难道买原料贵，卖便宜（已定价）。那Q3也就凉了。
Like · 2 years · translate
Green LT
同样的股票，有人想买市场价，却有人想买高价，因为他们是收藏家。我不是收藏家，只要錢在手上，不怕买不到便宜贷。
Like · 2 years · translate
Mr K
就好像我昨天也有提及，目前在加息的大环境底下，外汇亏损不是一个季度就能解决的事情，美联储持续加息只会让公司的外汇亏损越来越严重，公司有打算把现金转换成美元 但是能不能在下个季度缓解下来就不知道了，再说中国不断动态清零 一直封锁各大省份 又持续限电抑制造车业 ，如果D&O 估值30以下 那么这些利空不值一提 因为跌无可跌 大环境前景依然明朗 ，但是现在pe50 估值高随时一点不确定性都能下杀估值
Show more
Like · 2 years · translate
Shun tee Lam
Green 请看季报。谢谢
Mr K， 可能其他投资者看的东西比较远。 为什么市场愿意给D&O这个高估值？ 你说的问题只是短暂性影响。可是它的成长确实是可持续性的。 我留意这只股到现在，没看过它估值便宜过。 之前一直等便宜，等了个寂寞。即使年头下杀，也只是跌那一点点
Like · 2 years · translate
Keith Liu
股价和pe不是一两个人决定的，股价上下很正常，觉得业绩好就守着，不好就卖掉
1 Like · 2 years · translate
Dan Danne
i had also study this stock since 2020, D&O is the best performance stock among tech stock, price momentum is good compared to Inari, there is signal of divergence, therefore it is normal its price going down bit right now
Show more
Like · 2 years · translate
Green LT
My strategy remain unchanged, awaiting RM2.50-2.80, then ALL IN.
Like · 2 years · translate
陈冠骅
觉得好的就守着+1 不看好的不就卖咯……简单
1 Like · 2 years · translate
Dan Danne
unless announce bonus issue
Like · 2 years · translate
TC94
this chart like big waterfall coming soon
Like · 2 years · translate
TC94
no buy can't sell, watch movie only
Like · 2 years · translate
Dan Danne
big water fall? how u justify in the TA, haha
Like · 2 years · translate
Dan Danne
i saw PE is increasing
Like · 2 years · translate
mint
我个人观点，这次forex loss...是用美金买机器，对我来说是one off expenses...又不是每个月买机器。。
Like · 2 years · translate
Keith Liu
没人看forex亏还是赚的，fpi forex gain十多M，股价也是开高走低，投资者都不笨
Like · 2 years · translate
Shun tee Lam
这个 Forex loss 是 non cash item 也就是不纳入core income 里。 PE因为这个non cash 增加，扣掉这个one off 拿到的PE 才是准确。大家可以参考最新的投行报告
Like · 2 years · translate
Shun tee Lam
Tay, 债务在没偿还前，只要美股下季度再度对比这季度好很多的话，也会当作unrealised forex loss
Like · 2 years · translate
Ancent Wong
想踩人就会一直踩的啦，要推的人也会一直推，各有各的说，说到好像他们自己在做的生意好像D&O这样大，跟上市公司老板一样，说到头头是道，结果还不是听别人讲的，听大师吹水，总而言之，入场点和买在安全价位很重要
1 Like · 2 years · translate
Daniel kk
2 块钱都闲它贵了......
Like · 2 years · translate
TC94
buy now and regret ...
Like · 2 years · translate
mint
drop like hell
Like · 2 years · translate
Shun tee Lam
if don’t like this counter can invest in other counter. No need leave negative comment, won’t help to boost your profit. TQ
3 Like · 2 years · translate
Afiffuddin Abdul Aziz
Run tomoro run like no tomoro
Like · 2 years · translate