Lawrence

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Joined May 2026

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国际油价能保持在每桶60左右,长期还是看好AAX的,给点行动多搭AirAsia出国旅行 Hahahaaa
3 days · translate
80sen会到吗?考虑再补仓
3 days · translate
Don't put too much hope bro, RM155 mil is for the entire model life, which actually quite small. One model can stay in production for 10 years or longer like myvi/saga.

That means it only contribute around RM15mil in revenue on average or less. And, new model comes mean old model is gone, the news won't announce what they loss on revenue for old model

also what if the so called "new model" not achieve good sales? Then the actual revenue contribution could be much lower and lower.
2 weeks · translate
Spend 21mil to get a 6mil debt and 10y contracted rental amounted 15mil... headache!
1 month · translate
NCMI 从 2023 到 2025 的 revenue 都是连跌 2023 (2.6%) 2024 (2.3%)
至于 2025 (3.8%) 如果扣 Directors' Remuneration RM1.17mil 的支出 实际2025 PAT Margin 只有 2%罢了

1-2m PAT的,用19.5m来买,再附送10年的高租金合同 (看来是俄罗斯套娃,一套又一套了.....)
1 month · translate
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