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.
abang DBT to his IB friends? :) HODL and manage it well
12 hours · translate
cheng replied to comment on ESCERAM.
will be back to below 10 cents if q4fy26 is back to low single digit margin.
13 hours · translate
cheng replied to comment on SKPRES.
Safe to assume performance of 16mil in q3fy26 as the qtrly base performance in fy27. The bull case will be mid to high twenty million qtrly performance.
14 hours · translate
cheng replied to comment on SKPRES.
The mgmt quoted the following - Taking into the above-mentioned factors into consideration, the Board anticipates the Group’s financial performance in upcoming
financial year to remain moderate relative to the preceding year. The Group continues to prioritize customer diversification,
operational excellence and cost optimization across its operations.
14 hours · translate
cheng replied to comment on INFOTEC.
The problem is not ROIC :) it's just Total Reset doesn't know how to read balance sheet or didn't read at all:) I saw it from his KTC calculation previously. Garbage in garbage out. Lol, no pun intended. 3 out 3 total loss investment. Painful lesson but hope that it's a wake up call for him. Feedback is a gift.
15 hours · translate
cheng replied to comment on CNERGEN.
6th floor incoming and stay there until Q2 results is out?
16 hours · translate
cheng replied to comment on TANCO.
you have the guts to trade such stock? better not risk your hard earned money.
17 hours · translate
cheng replied to comment on TANCO.
0.06 cents. that's how much it is worth for the physical asset. today's LD should be hitting boss's margin call
17 hours · translate
cheng replied to comment on PTRANS.
dah sampai 180. fairly priced :) will go lower if the risk of impairment on the receivables goes higher. after all, the concentration of the receivables worsened in FY25 compared to FY24.
18 hours · translate
cheng replied to comment on SKPRES.
alright. I have added few days ago and will wait for the next qr; one qtr at a time if you will :)
21 hours · translate
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