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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cheng replied to comment on GENTING.
60% chance of US recession :) It's your show time sin stocks. Will funds/insti divert their funds from other sectors to here?
9 hours · translate
cheng replied to comment on INARI.
Probably not that low. I doubt it will go to Covid low, Max Lim. While it has priced in the min wage and electricity tariffs due to the nature of "forward looking stock market", it will have to price in the reciprocal tariffs impact on the margins or revenue hit due to supply chain impact.
19 hours · translate
cheng replied to comment on CNERGEN.
lots of good US tech stocks, Nick :) Slice it down further to the sub sector and you will start see the opportunity. Example: Sub sector of tech - consumer electronics, IT, semiconductors, semiconductors equip & mtrl, computer, software infra, software applications and etc. Semiconductors and semiconductors equip & mtrl are exempted from the tariffs. Its a rare opportunity to get such correction. Not possible without Trump :) Will be eyeing techs, financial, healthcare and consumer cyclical sectors for long term positions.
20 hours · translate
cheng replied to comment on CNERGEN.
A worthwhile 6 months wait for AI bubble burst / deflating :) 60% chance of US recession with the reciprocal tariffs and tit-for-tat tariffs. Golden opportunity appearing to invest in good US stocks; spoilt with choices from individual stocks to ETFs.
1 day · translate
cheng replied to comment on INARI.
higher minimum wage and higher electricity tariff will probably hit a few percentage points on the margins. Adding the latest baseline tariffs and reciprocal tariffs, how much will be the total impact to the margins?
1 day · translate
cheng replied to comment on GENTING.
indeed, Jack. If I may - two consecutive investment failure - mashpee wampanoag and followed by increasing stakes in Empire from Kien Huat Realty. While the numbers from the latest qr showing it is still manageable, I am skeptical with GenM going for both Thailand and RWNYC at the same time. I will rather sit out and wait for clarity unless it becomes really cheap.
1 day · translate
cheng replied to comment on GENTING.
The two upcoming launch from GenS will be key to its earnings recovery - luxury all suite hotel and Oceanarium. Better still if it is in time to meet the usual Jul-Aug peak tourist arrival season.
1 day · translate
cheng replied to comment on GENTING.
btw, some US stocks have corrected to decent price :) time to update your watchlist including your HK stocks, Nick. Unlikely foreign funds will come back to KLCI blue chip stocks unless it corrected lower.
1 day · translate
cheng replied to comment on GENTING.
recession is good for sin stocks :) I will consider GenM again if it goes to 1.50 and sell it near 2.00
1 day · translate
cheng replied to comment on GENTING.
its better for GenM to increase the return to shareholders and focus on upgrading MY segment instead of going for both NYC and Thailand at the same time.
1 day · translate
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