Chris Tian

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Joined Nov 2019

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Chris Tian commented on BORNOIL-WE.
Petronas pilih bornoil buat carigali di sabah, maka perlu modal baru untuk projek baru. Jangan risau, lepas dapat modal, boss masuk poket persendirian nanti.
2 days · translate
Chris Tian replied to comment on UOAREIT.
Uoa 的office不错的。你再看看arreit和amfirst那种，你就释怀了。大环境一片红海，uoa还能一个季度10m，也没停止派息。继续收或者清仓视乎于你个人的投资目标。我的目标是一部分股息增长，一部分前景光明（特殊的壁垒以及市场的增长空间）。所以像这种增长空间有限的，拿着就好，等它有新增长才会增持。
2 days · translate
Chris Tian replied to comment on JAYCORP.
上面是悲观保守的看法，如果你现在趁低吸纳，一旦下个季度业绩强力回升，那你就可以财富自由了。
1 month · translate
Chris Tian replied to comment on JAYCORP.
是正常的，通常这个季度下降，下个季度补回来。
而那些投机取巧的投机者，看到这个季度业绩下滑，他们的预测是下个季度也会下滑。毕竟美国的经济（就业率和新企业诞生）没有好转的迹象。他们看到股价亏10％20％就会止损。你要是有现金，可以趁低吸纳。当然如果下个季度再次业绩低迷，你还要面对短期亏损。不过有强大现金储备以及接近0债务，公司不会随便倒下。
1 month · translate
Chris Tian commented on LAYHONG.
大家都在等它飞，老板之前从日本仔手上拿回那么多票。看来现在正在贱卖收水。业绩那么好，下个季度记得分股息。然后就可以拆新股，飞多一轮。
2 months · translate
Chris Tian replied to comment on CLMT.
股息先算出来，股息本身被抽了10％，之后才会算drp的股票能拿多少unit。我都拿了2次以上，不会错。
3 months · translate
Chris Tian replied to comment on CLMT.
10％税跑不掉的。2％那个可能可以狡辩一下。
3 months · translate
Chris Tian replied to comment on FAVCO.
yes, rare, but happens. There are companies have one off gain from hedging. Rare, but they gain. Why not Favco? So the assessment shouldn't exclude all the one-off element, in deriving intrinsic value. Because value is about everything it worth, including those management skills.
3 months · translate
Chris Tian replied to comment on FAVCO.
The fact that all these element exist decide the price today. I'll say it's not cheap, but just fair price.
4 months · translate
Chris Tian commented on FAVCO.
I think we shouldn't exclude the one off and forex losses in assessing the intrinsic value. The capability of the management in hedging the loss, offloading the costs to their customer, it's part of the management performance. If exclude everything, then we should exclude the existence of the weak management and useless blood-absorb substantial owner (muhibbah).
4 months · translate
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