cheng

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

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cheng replied to comment on SFPTECH.
ooh ok. TA strategy :) Thanks for sharing and have faith in your own plans.
4 hours · translate
cheng replied to comment on GENTING.
yeah, i noticed that too. Not sure whether it has anything to do with the recent Singapore's GRA report - stated that the number of citizens and permanent residents who visited casinos in 2024 totalled 94,000. That’s a decrease of 5.3 per cent year-over-year.
4 hours · translate
cheng replied to comment on SFPTECH.
development expenditure spending by government/investment arms will have great impact to the industry :) If you look at historical budget allocation for development expenditure, transportation is taking up the biggest chunk ~20% while trade and industry ~3%. NSS aspiration is noble and visionary but it has to be followed up with actions aka investments.
4 hours · translate
cheng replied to comment on SFPTECH.
wait for Friday and see how much is the allocation for NSS. The NSS involves three phases, with targets that include a total
investment of RM500 billion by 2030, developing local semiconductor related companies to be global champions - this was the aspiration when it was launched and time for actions (development expenditure allocation for NSS) to meet the goal of advancing towards high-end manufacturing, semiconductor/IC design, enhanced OSAT, advanced packaging, and sophisticated semiconductor manufacturing equipment.
5 hours · translate
cheng replied to comment on CHB.
Keep it steady between PE15 and PE20 first :)
5 hours · translate
cheng replied to comment on M&G.
Yup. Moving towards 2nd floor :)
7 hours · translate
cheng replied to comment on GENTING.
Indeed, Vin. Hence, the investment in Singapore makes sense as it is lower. Not expecting much capex in Malaysia other than sustaining :(
7 hours · translate
cheng replied to comment on AWC.
have faith in your own plans, capital win. I am sure you must have your own reasons to exit at 55 cents. You can revisit it since it has pulled back a bit, but only if the reasons that led you to invest in it previously are still valid.
10 hours · translate
cheng replied to comment on SFPTECH.
pausing to disembark passengers who have reached their tp. Journey will resume soon.
10 hours · translate
cheng replied to comment on QES.
expectation of another US Fed interest rate cut in Oct is building up; >90%. More capex spending is expected from US MNCs in low interest rate environment
10 hours · translate
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