cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on TRC.
Hopefully TRC will be given the opportunity for CMC2 package given the strength of CCCC :)
8 hours · translate
cheng replied to comment on SKPRES.
Customer D will need skpres as the ems partner for their products; one with proven track records and capacity.
8 hours · translate
cheng replied to comment on GENTING.
Can't rule out preparing the US assets for listing :)
12 hours · translate
cheng replied to comment on AGMO.
Anthropic Claude will be listed in Oct 2026. Will be interesting to see whether AgmoClaude application will pick up domestically and regionally.
15 hours · translate
cheng replied to comment on SKPRES.
Total share buyback since it started in Jun'26 is 29.625mil and a total of MYR8.98mil; average of 0.305 per share. Solid :)
16 hours · translate
cheng replied to comment on SKPRES.
good thing that mr market has priced in all the negativities at such price and company reinvesting in its own shares aggressively; below intrinsic value :)
17 hours · translate
cheng replied to comment on SKPRES.
mr market has priced in losses for many qtrs at such maximum pessimism price :) any profitable performance will send it to 5th floor.
17 hours · translate
cheng replied to comment on SKPRES.
cash flow is solid so far and capex increased despite lower revenue last year :)
18 hours · translate
cheng replied to comment on CNERGEN.
valuation does not matter until it matters most, t&s :) orderbook increased to 190mil as of May'26, new factory will be completed next year, advanced packaging/silicon photonics driving the needs for new SMT/inline tester and recent DBT at 0.50 can be used as a good baseline for opportunity to add on if available :) well, we probably need to be cautious if p/b for cnergenz is at 4.0 or higher. Until then, just chillax and manage it one qtr at a time and ride the growth in orderbook.
18 hours · translate
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