Wei Low

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Joined Jul 2020

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Wei Low replied to comment on HARTA.
学习被坑吗？ 这种“上课”没什么价值啦，真材实料的都讲很干的东西。
7 months · translate
Wei Low replied to comment on MAYBANK.
It is possible to go 7.50~though
1 year · translate
Wei Low replied to comment on MAYBANK.
around 8 is a pretty price. Unless there's something as big as 2008, it is a fair price.
1 year · translate
Wei Low replied to comment on TOPGLOV.
那么拼命看涨就越不能买了
1 year · translate
Wei Low replied to comment on SUPERMX.
亏两季只是直觉，专家分析至少要2H才改善，所以是0923/1223的财报吧。
1 year · translate
Wei Low replied to comment on SUPERMX.
还没，虽然是净现金0.72，不过预期会再亏个两季吧。下一个QR很重要，撑着价格的中国状况才会显现出来。中长期投资等0.5~0.6吧
1 year · translate
Wei Low replied to comment on SUPERMX.
Harta和TG都事先通报了，还没跑的是自己找的。总体不差，还算健康，希望年终前不要搞什么Buyback确实有望0.5~0.6x。
1 year · translate
Wei Low replied to comment on SUPERMX.
They are tight in cashflow. It makes no sense to give it out now.
1 year · translate
Wei Low replied to comment on SUPERMX.
资产有， 不过亏下去就没有了。
1 year · translate
Wei Low replied to comment on SUPERMX.
Read news and fundamentals.
1 year · translate
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