cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on CNERGEN.
Lol, Trump has just shown his intention with the 104% tariffs :) It was never about America but the rise of China as economic powerhouse.
2 hours · translate
cheng replied to comment on INARI.
decent price. a bit more will be attractive.
2 hours · translate
cheng replied to comment on GENTING.
ermm... not a good idea to have LKT to own such a significant shareholding percentage, Vin. Anything above 49% is less ideal for minority shareholders.
Yesterday · translate
cheng replied to comment on GENTING.
That's right, Vin. The review panel typically meets every last Thur & Fri of the month.
Yesterday · translate
cheng replied to comment on INARI.
brent oil? ermm... there are some mixed messages from the commodities movement. but in general, brent or wti typically represent demand which in turn driven by economic performance. seems to be pricing for slower demand in anticipation of recession. stocks dropping and gold which is a safe haven in general is dropping too instead of going up. this is probably driven by fear and flight to safety - holding cash. too much uncertainties if you will :)
Yesterday · translate
cheng replied to comment on GENTING.
more local IBs aligning with Apr/May timeline for HMTM maa approval decision :) yummy estimate for its 20% stakes. https://www.klsescreener.com/v2/news/view/1500977/genting-at-turning-point-with-las-vegas-catalyst
Yesterday · translate
cheng replied to comment on GENTING.
Thank you for sharing, Jiashen. It's still safe in here :)
1 day · translate
cheng replied to comment on CNERGEN.
Thailand's reciprocal tariff is a hit to its growing PCB/SMT industry. They have seen influx of industry players relocated mfg sites to Thailand over the last few years before Trump's election victory. Vietnam is negotiating. But current price is indeed attractive and speculative. We discussed about AI bubble 6 months ago. now that the bubble has burst and coupled with full blown trade wars, the next million dollar question - where is the market bottom :)
1 day · translate
cheng replied to comment on CNERGEN.
1.50 within a day; unbelievable. I added Genting today instead of GenM, Nick. my 3rd batch; 4.02, 3.62 and 3.02. Cant top up anymore until next quarter or if there is a decision on hmtm maa status by end of Apr.
1 day · translate
cheng replied to comment on INARI.
thats right, super B. Well, wafer level or advanced packaging like SiC/GaN will most likely be in the list of exemption. non advanced packaging which typically being used for consumer electronics probably will not be in the exemption list. Still subjective at this moment without visibility of the HS code.
1 day · translate
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