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 INARI.
50% drawdown in the first 4 months of 2025, attempted a 6 months rebound and only to end 2025 with a round trip to within Apr's low in two months time. A surge of fear, a flicker of hope and a return to despair.
22 hours · translate
cheng replied to comment on SKPRES.
importantly is to keep a close eye on their main customer's business decision. Any shift in the supply chain will be painful for skpres.
22 hours · translate
cheng replied to comment on SHANG.
VM2026 will be your best opportunity to shine; led by Rasa Sayang and Golden Sands.
22 hours · translate
cheng replied to comment on SKPRES.
to sum it up in one line - 2024 rally fully reversed in 2025.
23 hours · translate
cheng replied to comment on PARKSON.
final hour before the ending of pre-season q4'25. what will be the final score for 2025?
23 hours · translate
cheng replied to comment on GENTING.
the owners are using the profit from the ops to service the MTN :( as for how much is the interest, you can go to Bank Negara website to retrieve the 3 month KLIBOR rate ~3.3% and plus 1.80% which makes it 5.1% interest rate. multiply by 3 bil which is approx 153 mil annual interest payment for this particular 3 bil MTN.
Yesterday · translate
cheng replied to comment on GENTING.
the show is not over yet. 3 bil MTN and there should be another 3 bil as initial takeover docs showing 6.3 bil debt financing for the acquisition. So, if the owners are adamant to delist GenM @2.35, should be expecting another 3 bil MTN in the future
Yesterday · translate
cheng replied to comment on SKPRES.
Who are the buyers when local funds sell; foreign funds?
1 day · translate
cheng replied to comment on SKPRES.
fuhh... retested covid low and rebounded. powerful chart makers :)
1 day · translate
cheng replied to comment on CHB.
could be driven by IB initiating coverage on CHB? the latest dc contract in Johor which was awarded to Suncon is only for the core and shell contract. MEP part was not included. The core and shell contract is expected to be completed by Q4'26. The MEP contract should be announced soon given the lead time required for the MEP equipment/instruments.
1 day · translate
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