soon guan Song's comment on D&O. All Comments

soon guan Song
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may be this time 050.5
cheng
stay away until clarity provided by the management on the impact of the patent infringement case.
1 Like · 2 weeks · translate
cheng
The next financial report will probably be showing lower / shrinking revenue as D&O can no longer sell the affected products which is for the headlamps.
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Green LT
Michael-Cheng is correct. Q1 2026 expect lower sales due to long CNY holiday in China. As u can see, the company unable to sustain 1bil sales(strengthen MYR ) , margin drop to 15.9%, making loss 60mil. Stabil also mean NO PROGRESS, NO GROWTH. NO new machines, NO new plant, NO new product, NO new Cash Cow and Star products to push higher margin.
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Green LT
Michael-下个星期,要发抖了。如果EPF/KWAP/ABRD 丢票走人,那是災难! 15%下跌,股价就0.39了。当然,这是是遭的情况。希望不要发生。
如果股价下跌30%, 我会进场买一些,因为这是至2020以来,最强的支撑。希望賺点小反弹。
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Green LT
Michael- inventory impairment was 47.2 mil (scrap stock). If you remove this number from QR report, company still making loss of 12.8 mil. This was contributed by drop in margin, from 20% drop to 15.9%.
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Green LT
Michael-美以伊大戰开打,下星期就保重了。 0.40以下的价格,是时间的问题。
Like · 18 hours · translate
Captain Ice Bath
Ms别静静来吹水才热闹 越跌越买就对了ms!
Like · 13 hours · translate