cheng

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

Joined Dec 2017

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Thanks for sharing, Mari Gold.
12 hours · translate
sikit2 dulu. sga baru je recover dan perlu maintain +/-6 mil every qtr. boleh consider sikit2 lagi next qr kalau collection of receivables cantik macam q1fy25 :)
14 hours · translate
its the two Chuahs from Luster, 小赌怡情,大赌养家. Momentum on the chart is driven by pp if you map it back to the pp timeline. Since its the two Chuah from Luster in Aimflex, I presumed the previous momentum is also driven by pp as there is no topline or bottom line growth. As for stories and history, have to check with Derrick.
14 hours · translate
Yeah, and no one is allowed to provide feedback back then despite its a public forum; particularly feedback that will hold you back from buying. Lol, no pun intended. So many fantasy stories created about the company to create the hype - factory running 7 days a week, IB/media wont cover undervalue company, dark horse, limit up and so on. Story telling is a skill by itself, too bad it doesn't come with accountability.
15 hours · translate
as long as you are aware that this is Luster Chuah's company, Nick :) Old habits die hard as the saying goes.
16 hours · translate
thanks, FB :) lets continue to monitor any risks that could derail the GenS and RWLV recovery in coming quarters. So far so good - favorable forex, low interest rate environment, launching of The Laurus which will increase the available rooms, the bigger and better Oceanarium and Weave, and marketing strategies to entice Las Vegas visitors to stay in RWLV. Globally, gaming/resorts companies are showing positive signs as can be seen from the movement in BJK ETF and MVIS Global Gaming Index since liberation day tariffs. GenT which has always been mirroring the BJK/MVIS Global Gaming Index is seeing divergence since liberation day. It should converge soon given the on-going positive developments. Just my opinions, could be wrong.
1 day · translate
+1 Kyory :)
1 day · translate
could it be you have too much on hands and causing you to be restless?
1 day · translate
Slowly but surely. Keep climbing to where it should be; at least until Aug.
1 day · translate
Congrats, Ricardo. Spot on summary you have there and seems like you have been looking at the numbers/margins :) Indeed PHB consistent double digit margins are driven by PRA margins; the anchor if you will. PRG margins dipped to 5% and below for 2 out of 4 qtrs in FY2024. Q1FY25 is back to double digit. Retail sales data in China is looking good, Parkson Credit is parked under PRG and growing. A consistent double digit margins from PRG coupled with the planned investments will be nice for PHB.
1 day · translate
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