Tiong C.B.'s comment on MPI. All Comments

Tiong C.B.
2 Like · Reply
Buy some at 18.. Buy on dip
cheng
go slow. inari's results is weak
Like · 1 week · translate
Heng Heng
Tiong勇气可嘉哦,我等多一次13-15。。。。哈哈
1 Like · 1 week · translate
cheng
doubt it will go that low unless Trump's Recession pick up pace by 2nd half of the year. Let's not forget that he is working hard towards getting the interest rate cut. He has failed to get US Fed to cut interest rate in May and he will push hard again in June.
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Like · 1 week · translate
Jason Ngu
no no don't buy
it is a trap
Like · 1 week · translate
cheng
go slow should be fine :) short term could be volatile but MPI has the capacity, strong net cash position (more than 900mil), and a diversified portfolio (~30% automotive, 40% industrial and AI, 20% consumer electronics / advanced packaging).
Like · 1 week · translate
Tiong C.B.
MPI 有金主爸爸。。净现金。。
Like · 1 week · translate
SUPER B
短期消息面不利 看跌, 先观察看看wolfspeed的影响。。长期看好 因为净现金。。
Like · 1 week · translate
cheng
volatility is good :)
Like · 1 week · translate
cheng
q3fy25 around the corner. Did not see any uptick in Inari's revenue prior to the liberation day tariffs. expecting MPI's q1fy26 margins hit due to higher electricity tariffs coupled with reciprocal tariffs for US segment.
Like · 1 week · translate
Kevin Tam
$16-18可以买入,16以下需要等美国科技股大跌下。。
Like · 6 days · translate
cheng
volatile months ahead if your decision is based on the 3 main exchanges in US or the popular indices of US stock markets, Kevin. At least for the next 3 months until August due to on-going tariffs discussion, interest rate cut decisions 2nd half of the year and the current tax cut bill. The Trump Recession has cooled down a bit and if it pick up pace again after Aug, then, there will be cheap panic tickets again :)
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Like · 6 days · translate
cheng
results should be released this week. possible today?
Like · 3 days · translate
cheng
jumped up 6 bids one moment and jumped down 4 bids the next moment. unintentional given the low NOSH or intentional due to emotional decision making?
Like · 3 days · translate
Jian Wei
Good profit I guess
Like · 1 day · translate
cheng
Yes and capex spent was really good; expansion should be progressing well.
Like · 1 day · translate
TengNee How
A slight improvement from the previous quarter, but a big improvement from last year
Like · 19 hours · translate
Tiong C.B.
Timing ngam? can slowly back to 20
Like · 18 hours · translate
cheng
can be any numbers in the short term, tok tiong. what MPI has is the capacity which can cater for any upside from its existing geo segment Asia, US and Europe. Just need a little patience and the conservative mgmt style with net cash means your investment is in good hands if you will.
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Like · 17 hours · translate
cheng
average 1 yr forecast from 8 analysts - average 25.46, max 30 and min 14.90
Like · 16 hours · translate
Tiong C.B.
so fast surge?
Like · 16 hours · translate
cheng
just chill if you are planning to hold long term. not to worry about it as your investment is in good hands if you will. volatility is the only chance to buy low for MPI. results has just been released and probably EPF fund managers continued to buy?
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Like · 16 hours · translate