Thomas

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Joined Mar 2020

Comments

Thomas replied to comment on KUCINGKO.
Good point
2 hours · translate
Thomas commented on LAGENDA.
The current asset Inventories over RM700 million is quite alarming, which was accumulated within last 5 years. Average project sales estimated at around 80%. GP margin over 30%, which shall sustain the business but potentially vulnerable to headwind.
1 month · translate
Thomas commented on STAR.
Kind of hopeless
1 month · translate
Thomas commented on DCHCARE.
joker
1 month · translate
Thomas replied to comment on FEYTECH.
Agree. If the 1Q24 result good, then possibly will be well over RM1.00
1 month · translate
Thomas replied to comment on FEYTECH.
If the growth trends continue, PE will be halved within one year. FV will be around RM1.00-1.20
1 month · translate
Thomas commented on FEYTECH.
Revenue and profit growth from year 2020 to 2023 quite impressive. 40% dividend policy also make it good.
1 month · translate
Thomas commented on MKHOP.
Wonder why shall pay a lot premium for this IPO, whereas local PO companies with lower PE
2 months · translate
Thomas replied to comment on ALPHA.
It's normal for growing business to charge a higher price, higher PE.
3 months · translate
Thomas replied to comment on ALPHA.
another funny valuation by Ta Securities, MST Golf Ta gave valuation RM1.20, while today it trades at RM0.435. anything but reliable valuation. Alas...
3 months · translate
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