Kenzie Wong

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Joined Nov 2024

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Kenzie Wong replied to comment on FPI.
Rm1.68是每股净现金，是安全边际，前提是这家公司往后的业绩都是positive的，不然每股净现金必然也会持续减少 （如果说wistron的订单减少导致net profit变为negative）
5 days · translate
Kenzie Wong commented on FPI.
刚刚把所有资料，公告丢给chatgpt, wistron要all in高端半导体，Ai产业，所以需要庞大资金。他也提醒说要留意FPI有没有转型的意思还是说继续做回老本行。

我们需要思考的不是wistron会不会给fpi订单，而是研究wistron是不是打算换个大方向，他们会不会放弃现在的业务，转向其他高端业务
5 days · translate
Kenzie Wong replied to comment on FPI.
没有买家接手就继续hold着咯，就这么简单
5 days · translate
Kenzie Wong replied to comment on FPI.
If wistron want to sell with a good price, maybe they will pull up the share price later
5 days · translate
Kenzie Wong replied to comment on FPI.
wistron operation capital is now -200m, so they need to sell the share and they haven't announce the potential buyer
5 days · translate
Kenzie Wong replied to comment on FPI.
找不到这个公告，有link发来看吗
6 days · translate
Kenzie Wong replied to comment on NATGATE.
跌破1.1了，看样子老师要进场hoot到它黑青了
2 months · translate
Kenzie Wong replied to comment on NATGATE.
黑天鹅罢了，基本面还是一样好，敢敢hoot9e
2 months · translate
Kenzie Wong replied to comment on NATGATE.
证明insider不够多，不够深，就不要乱乱建议别人
2 months · translate
Kenzie Wong replied to comment on NATGATE.
1.85 - 1.3 -再到今天的价钱，今天买的才叫起
2 months · translate
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