Kevin Tam

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倾向中期投资（2-3 年）和价值投资，喜欢找被低估的股票而不是追高。。
Joined Jan 2021

Comments

Kevin Tam replied to comment on BAT.
不知道内情就不要乱猜，什么囤货让盈利增加1 倍以上，不合逻辑。
2 hours · translate
Kevin Tam replied to comment on PMETAL.
因为全球铝供应有点吃紧（中国减少出口），加上欧盟与美国两大经济体都依赖铝产品进口，Pmetal涨是应该的。。
17 hours · translate
Kevin Tam replied to comment on SLVEST.
From 3.00-3.05 dropped to 2.25-2.26 then gone up to 2.45-2.48, 20-24% (from 3.00) correction normally wouldn’t trigger margin call.
17 hours · translate
Kevin Tam replied to comment on SLVEST.
Among the top 20 holders, got EPF n other funds n institutions? Not many pledge their shares to get loans , only some of them …
1 day · translate
Kevin Tam replied to comment on SLVEST.
Margin call? Dont make me laugh…
1 day · translate
Kevin Tam commented on SLVEST.
RHB research 说市场反应过度，得确是反应过度，太阳能板因为中国大制造厂商竞争激烈，未来7-9 个月最多只是涨10-15%，对Solarvest 的业务/生意影响非常有限。。
2 days · translate
Kevin Tam commented on SLVEST.
After the heavy selling by the retail investors, this counter looks attractive. The rise of silver prices of past 5-7 months only has minimal impact toward the cost of their solar panels. Will go up to 2.90 n above in near future.
4 days · translate
Kevin Tam replied to comment on SLVEST.
Mr Market read this counter wrongly , as usual, retail investors felt panic then selling … below 2.50 is good price to collect..
4 days · translate
Kevin Tam replied to comment on PADINI.
I noticed their Chinese new year clothes r kind of less attractive…designs have lot of rooms to improve ..
5 days · translate
Kevin Tam replied to comment on 99SMART.
Mr Market in Malaysia is half blind n 60% of the retail investors are speculators.. Even 99 mart at 3.20-3.40 is too rich valuation, but they push it up to 3.90-3.98…
5 days · translate
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