Shawn Cheah

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Joined Oct 2023

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看过就算了,我删了一些信息差的东西,不想让太多人知道,有钱自己静静赚就好
Yesterday · translate
只能建议你不要把幻想和猜测运用在投资上,现在网络发达,很多东西都能查证,都有真实数据,已经不需要 “我的看法”,不需要 “我以为”, 不需要 “我认为”。如果你搜不到,建议你使用英文搜,因为很多官方资料,文件,和媒体第一手资料的报道,采访,只有英文版,中文的资源非常有限。我从来都不看中文报的
Yesterday · translate
所以未来的 revenue 只会越来越高,或成本越来越低
Yesterday · translate
hehehehe, it doesnt matter, I dont own a single share of it, im just curious about what happened and here to watch the show with popcorn
my first principle of investing: never buy a company that has never paid dividends
3 days · translate
I can’t find any news from keyword searches, nor anything on their official website stating that the TNB project has been cancelled. I only found some analysis from investment banks saying that 38% of their revenue was one-off income, which is not recurring this year, so they cut TP and capped price, many ppl kena margin call
3 days · translate
why ppl is talking about tnb? i dont see any news or announcement
from what i know, this is because some of the IB reviewed and cut its capped price today, causing many ppl kena margin call
3 days · translate
如果你只是打算买来短炒一两个月,那你忽略我吧,因为这个股我打算hold 到 netr 结束的。
我只玩一两个月的股在另一边,不是tnb
1 week · translate
盈利下跌,但你不知道为什么下跌
太阳能政策对tnb是受益,但你不知道如何收益
GLC是它的护城河,但你不知道怎么护

听君一席话,如听一席话
bro,你需要认真去熟悉整个供电行业,单单是你提出的盈利问题就已经说明了你不了解大马电费结构...... 它的 margin ratio 是政府规定的,赚多了要还给人民,赚少了可以调整电费 (energy commission approval)

但凡你肯打开netr那厚厚的资料来读几个关键词和看去年最新的收费政策,你就会知道他未来的盈利模式已经改变方向了... 人家已经不要靠卖电了.....
1 week · translate
业绩哪里可能会跌,已经涨到去 17b 了,而且DC infra 也只是刚开始
有时间就去多逛逛mida和netr多了解国家发展
1 week · translate
from January 1, 2026, all new fully-imported (CBU) EVs from new brands yet to enter the Malaysian market must be priced RM250k and up
CBU EV 电车进口门槛拉高去 250k
原本推广电车的目的是为了环保,要加速推广,就应该越便宜越好,现在却背道而驰了
这又让我想起了 “十年内电车能在大马普及化” 的笑话
2 weeks · translate
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