cheng

  • Following

    0

  • Followers

    985

Fame: 7,298
Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on M&G.
Good qr incoming or a trap? :)
48 minutes · translate
cheng replied to comment on GENERGY.
wont be distributed if it is not announced, tiong. most likely will go into wasco's working capital. you will see the movement in cash balance (up) due to the offer for sale. and future qr, wasco will report lower profit attributable to owners and the NCI will increase bcos genergy is now listed.
1 hour · translate
cheng replied to comment on GENERGY.
yes, ck. bmgreen has more segment biogas, waste treatment and recently solar. I saw one analyst report on bmgreen that the orderbook target is 250mil for FY26 and bmgreen has just secured 90mil solar epcc contract. genergy has epcc orderbook of more than 200 mil. just my personal preference - Genergy is more specialized, niche, slightly better margins; limited margins data for genergy since its just day1 IPO. Genergy wanted to move from epcc to boo/boot model - something like highway concession model, build and then collect toll for certain number of years; constant recurring revenue.
1 hour · translate
cheng replied to comment on SUPERMX.
wife is always the boss :)
1 hour · translate
cheng replied to comment on GENERGY.
demand for biogas plants from palm oil mills will drop (1) if net zero / ghg policies change or no longer the priority (2) no more cpo production as no more waste produced.
1 hour · translate
cheng replied to comment on GENERGY.
not exactly the same effect on biodiesel versus the biogas plants, tiong. as long as there is cpo production / mills running, there will be waste generated. the waste generated will be used for the biogas plants to produce methane to generate heat/electricity. biodiesel uses the cpo itself.
1 hour · translate
cheng replied to comment on CHB.
congrats guys. the first 40mil conversion from the 800mil tenderbook; 70:30 split between dc and semicond. no wonder chart makers in actions yesterday :)
1 hour · translate
cheng replied to comment on SUPERMX.
the wife is the boss :)
2 hours · translate
cheng replied to comment on SUPERMX.
who is the boss now?
2 hours · translate
cheng replied to comment on GENERGY.
as for parent company versus listed subsidiary, those wanted exposure to O&G will pick wasco. those wanted renewable energy, will pick genergy. just like gent vs genm, ytl vs ytlpower, sime vs simeprop. i think up to individual preference?
3 hours · translate
Load more