cheng

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

Joined Dec 2017

Comments

400M seems a bit high, probably wont be more than 300M
5 hours · translate
I queued at 2.75 but didnt get it. Thursday QR will determine whether it will go below 2.80. Any weakness in GenM's MY segment or deterioration of RWLV performance will not be good on Friday. Not expecting any positive surprise for GenM's US segment.
5 hours · translate
No doubt internally showing it has very good cost control despite lower revenue for the latest 3 consecutive quarters; revenue declined by ~17% while cogs came down by ~20%. The happenings at the parent company and industry will benefit LCTitan but it will take a while to be reflected in the earnings. Its a long game.
5 hours · translate
these were deleted from MSCI index, Vin. And today is the last day for the foreign index funds to sell. These 3 are now added into MSCI Small Cap Index.
5 hours · translate
me too :)
5 hours · translate
yes. that was a volatile day; almost 20% down as the qtr results was released a day before the last day for foreign index funds to exit. Not expecting 20% drop at the closing for Gent today but should be volatile still within 5% perhaps :)
6 hours · translate
you are welcome, slk. just as you said - give it time to grow :)
7 hours · translate
hope to get some attractive quotes later :)
7 hours · translate
yup. sold higher to buy lower again perhaps given the available information. It will be sorted out by the end of the trading day.
7 hours · translate
Additionally, you may want to take note of one of the positive developments in the balance sheet too :) The contract liabilities for Q1FY2025 is off to a great start ~18mil comparing to 9.1mil in Q1FY2023 and 14.3mil in Q1FY2024. Barring any unforeseen circumstances, this is normally a good leading indicator for QES as can be seen in FY2021 and FY2022 :) Contract liabilities consists of two items (1) annual maintenance contract (2) customer deposits which is the bigger portion of the contract liabilities. Both the products/services have to be delivered within 12 months since its current liabilities.
7 hours · translate
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