Ricardo Siau

  • Following

    46

  • Followers

    278

Fame: 2,607
Hunting manageable risks for extraordinary profits
Joined Jul 2019

Comments

Ricardo Siau replied to comment on PARKSON.
Irelia just traded our insurance policy for a lottery ticket. Let's make sure that lottery ticket is a Q1 winner. Who needs defenses when you have sales targets?
2 days · translate
Ricardo Siau replied to comment on TRC.
order book should be >1.2b now, more than enough to last 10q
6 days · translate
Ricardo Siau commented on Ringgit rises to 4.04 as investor confidence strengthens, economist foresees return to 3.82.
The Ringgit’s current rally is temporary, driven by US Fed rate cut expectations and capital flows. The long-term trend remains a structural decline due to Malaysia's consistently low productivity growth versus the US. Sustainable strength requires aggressive government reforms to boost national competitiveness; the GEAR-uP investment strategy risks lower long-term GLC returns.
6 days · translate
Ricardo Siau replied to comment on PARKSON.
supply is getting lower, it would be interesting to see them on the next offensive move
1 week · translate
Ricardo Siau replied to comment on TRC.
cool... I'm still holding some
2 weeks · translate
Ricardo Siau replied to comment on TRC.
Is the underlying business in distress? Is management lacking credibility? Are there major regulatory or litigation overhangs that could materially erode cash reserves? Is the weakness driven by short-term market distortions — or are there other factors at play?
2 weeks · translate
Ricardo Siau replied to comment on TRC.
one of the top negative ev counters in bursa... what might be the drivers?
2 weeks · translate
Ricardo Siau replied to comment on KUCINGKO.
anything digital will soon be replaced by ai
2 weeks · translate
Ricardo Siau replied to comment on TANCO.
available cash 5m, net operating cash outflow 17m, working capital drain 11m to undertake 3.5b project.... amazing
3 weeks · translate
Ricardo Siau replied to comment on PANAMY.
遲早丸的公司......
3 weeks · translate
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