Jensen Tan

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Joined Dec 2019

Comments

Is a good QR to me, profit finally turn around already.
5 months · translate
估值也重要,估值与业绩一起看。
5 months · translate
这个估值的确还是很有吸引力
5 months · translate
还是认为有点错杀了,撇开外汇和其他一次性因素,早从前四个季度,GP一直在以每季度20%+成长。市场迟早要看到。
10 months · translate
PB1.2 to 1.5 is still reasonable. Don’t get washed too early.
12 months · translate
历史盈利高峰去到PB1.7到接近3,这次大环境不好要求PB1.2-1.5(RM2-2.5)一点都不过分。 当然前提来临季度盈利必须稳着高位。
1 year · translate
To me with potential growth under reindustralised trend, not unreasonable to look at PB1.2 to 1.5 in few more months. I might be wrong, let’s market define.
1 year · translate
With potential growth and double digit ROE, Still undervalued …
1 year · translate
With historical high vol and low valuation, investors are looking at it already. Wait it calm down first might be another good chance to invest.
1 year · translate
Except for 1 year that involves loss, PE for past 5 years are in the range of 4.26-10.32. Take note that interest environment pre-covid is similar to now and PE for 2019 is 6.42. Now is the right time for market re-define its value.
1 year · translate
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