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Great for you Poh Leng ! Uncle riding this all the way to new all time highs ha ha ha ha ha hint: try and get access to Public Bank research report on Cloudpoint to see who their partners are. Also see their latest M&A is in which sector...
Yes, another not just double digit but a +20% YoY growth for Cloudpoint in 1Q25. CP exhibits seasonality as can be seen in historical Qtr results and as stated by the Company in 1Q25 report itself. Cloud computing, cyber security, data centre, AI are all unstoppable mega trends. Uncle do not see why CP should trade at a lower multiple than itmax whose growth has slowed and is lower than CP
Hi Ah Choon Wong, uncle can't read Chinese ha ha ha. Uncle still holding here but to be honest quite disappointed with share price compared to Uncle other 1st batch stocks Greatech and Kopi. Results were up YoY (they are in software and clients IT capex has seasonality - beginning or mid or year-end etc IT project rollout and ramp depending on clients planning/budgeting). Uncle just dumb dumb hodl although expect this to be slow moving compared to Uncle 2nd batch stocks ha ha ha
Uncle wake up this morning body no pain feeling good like on cloud nine like Cloudpoint ha ha ha ha ha. Uncle look forward to June 2025 results and 2nd half prospects AI and Cybersecurity and Cloud Computing is the future
Welcome Cheong Kin Wai to Cloudpoint ha ha ha PM unveiled 13th Malaysia Plan and Trump will attend ASEAN in KL will surely benefit and uplift Malaysian companies and boost sentiment on Bursa ha ha ha ha ha
Hi Cheong Kin Wai. As Uncle shared earlier, March 2025 Qr in was solid but share price lagging and have not been able to understand why
If based on Uncle first wave picks (Greatech, KOPI) this Cloudpoint has been disappointing. However, both stocks have now surged after initial lacklustre sp performance ha ha ha
Uncle look forward Cloudpoint results and still believe CP prospects are intact as cloud computing, AI, cybersecurity are secular trends and CP is a key player in Malaysia
problem is, there's no catalyst to push the stocks. good fundamental, good customer segment, good sustainable, but price keep on drop. gap up also for awhile only then drop to new low in 3months.
well, if it's not happening today, tomorrow.
If it's not happening tomorrow, next week.
If it's not happening next week, next month.
If it's not happening next month, next year.
Nothing to lose, just time.