Marco Loke

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Joined Jan 2022

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Information is known because market knows the orderbook value. Thus, there is no any excitement when the orderbook realisation kicks in. Somemore most of the orderbook from general contracting projects which contribute less sexy profit. What i know is price will only move out of the consolidation phase if tenderbook conversion takes place or improvement of other business segments like UHP.... (Unknown for the market)
1 year · translate
要避免pp的公司 就长期选margin与return高的公司
2 years · translate
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