KokNeang Chan

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Fame: 109
KN Chan
Joined Oct 2020

Comments

KokNeang Chan replied to comment on BNASTRA.
yes. Start from FY2025Q1
13 hours · translate
KokNeang Chan replied to comment on BNASTRA.
next year will be another leap from now. hold and sit tight. my TP is above 2.5
1 week · translate
KokNeang Chan commented on BNASTRA.
Expected coming QTR results with leap growth
2 weeks · translate
KokNeang Chan replied to comment on SBAGAN.
However, no special dividend is declared
1 month · translate
KokNeang Chan commented on SBAGAN.
SBAGAN 25Q2 net profit hit historical high 130m; 25H1 net profit 151m. Beautiful, even it's one off gain.
1 month · translate
KokNeang Chan replied to comment on DPHARMA.
this won't happen
1 month · translate
KokNeang Chan commented on GAMUDA.
Gamuda, you hv become my new bb yesterday.
3 months · translate
KokNeang Chan replied to comment on BNASTRA.
I think Bnastra deserved value at PE 25, looking at the leap growth
3 months · translate
KokNeang Chan replied to comment on BNASTRA.
Even though PM% is dropping, I like the growth for hers capability to get new orders, the leap in revenue and net profit for past eight quarters (more than double annually).
Expected FY2025 Revenue will be in the range of 950m - 1000m, and Net Profit will be in the range of 95m - 100m, translated into PE 20 at current price 1.80.
Expected FY2026 Revenue will be ~ 1500m, and Net Profit will be ~ 150m, translated into PE 13 at current price 1.80.
3 months · translate
KokNeang Chan commented on BNASTRA.
PM% for Q1/2/3 is 10.1/9.9/9.1, dropping
3 months · translate
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