Jaredgwee's comments

Jaredgwee replied to comment on KOTRA.

Kotra冬眠很久了，还有人拿着票的吗？

1 hour · translate

Jaredgwee replied to comment on CSCSTEL.

需要像之前这样register 吗

4 days · translate

Jaredgwee replied to comment on CSCSTEL.

https://misif.org.my/c10-2025-federal-government-gazette-p-u-b-175-federal-government-gazette-p-u-b-176/

4 days · translate

Jaredgwee replied to comment on CSCSTEL.

FYE. 2024 profit 34.2 mil *78%
26.676mil /380mil= 0.07
payout ratio 78%

如果按照接下来每个quarter 保持赚11mil
2025 total profit 45.6mil if payout ratio 75%
34.2mil / 380mil = 0.09 cent
CSCSTEL 很多年派息在75％之间
还是蛮不错现金牛，肯定好过FD

4 days · translate

Jaredgwee replied to comment on CSCSTEL.

钢铁原料在低价，ASP drop, revenue drop
Galvanized steel & HRC在低价加工后在便宜卖出去，profit margin up
4个重点
1. 钢矿石和焦煤造钢原料都在低价
2. Trump搞的弱美元，天天喊US FED降息，降息后美元越弱，CSC是完全从CSC台湾进口HRC, 马币走强自然input cost reduce
3. Import 钢铁在低价位进口进来inventory 就自然不会有inventory write down亏损
4. 5th May Misif 钢铁公会已经发出公告MITI anti dumping duty for CRC flat roller product review on final stage...

最近CSC股价慢慢爬升，你觉得是大户庄家头脑发烧抢反弹这么简单吗？懂的都懂的，他们早已经算出了这一个quarter大概赚多少，看准利多在股价低迷时拉升了

4 days · translate

Jaredgwee replied to comment on CSCSTEL.

没算错，就currency exchange rate 抓不准是在几时对换。。不错quarter report

5 days · translate

Jaredgwee replied to comment on ORIENT.

10多年前proton旧车换新rebate 5k, 现在2k会不会太少。。。中国拉动内需一辆车补贴一两万RMB

5 days · translate

Jaredgwee replied to comment on KMLOONG.

Received the dividend, stable outlook and good investment

5 days · translate

Jaredgwee replied to comment on ORIENT.

Honda EV eN1 launching price 150k... gg lah overpriced how to compete with proton emas and byd...