Jaredgwee's comments

Jaredgwee replied to comment on AHEALTH.

Singapore thailand case 有点多了, 这里学校老师也中了，我孩子班上很多学生咳嗽其实都没有验covid test 喝了咳嗽药照样去学校。。

2 days · translate

Jaredgwee replied to comment on AHEALTH.

https://www.google.com/amp/s/www.malaymail.com/amp/news/life/2025/05/20/in-thailand-covid-19-cases-nearly-seven-times-more-widespread-than-influenza-say-health-experts/177443

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Jaredgwee replied to comment on KMLOONG.

How u all look at JPG and inno, any view to compare with kmloong

2 days · translate

Jaredgwee replied to comment on AHEALTH.

买在底部，药物有一天需求会复苏吗？新加坡，泰国最近covid case在增加，咳嗽感冒药自然需求高。。马国也有covid但很多人都懒的去验除非你想拿MC了。。。

3 days · translate

Jaredgwee replied to comment on AEON.

庄家第二思维已经预判散户预判这季财报会不错，趁高成交量时尽力倒货给散户。。接下来财报大该都知道了

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Jaredgwee replied to comment on KOTRA.

Kotra冬眠很久了，还有人拿着票的吗？

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Jaredgwee replied to comment on CSCSTEL.

需要像之前这样register 吗

1 week · translate

Jaredgwee replied to comment on CSCSTEL.

https://misif.org.my/c10-2025-federal-government-gazette-p-u-b-175-federal-government-gazette-p-u-b-176/

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Jaredgwee replied to comment on CSCSTEL.

FYE. 2024 profit 34.2 mil *78%
26.676mil /380mil= 0.07
payout ratio 78%

如果按照接下来每个quarter 保持赚11mil
2025 total profit 45.6mil if payout ratio 75%
34.2mil / 380mil = 0.09 cent
CSCSTEL 很多年派息在75％之间
还是蛮不错现金牛，肯定好过FD

1 week · translate

Jaredgwee replied to comment on CSCSTEL.

钢铁原料在低价，ASP drop, revenue drop
Galvanized steel & HRC在低价加工后在便宜卖出去，profit margin up
4个重点
1. 钢矿石和焦煤造钢原料都在低价
2. Trump搞的弱美元，天天喊US FED降息，降息后美元越弱，CSC是完全从CSC台湾进口HRC, 马币走强自然input cost reduce
3. Import 钢铁在低价位进口进来inventory 就自然不会有inventory write down亏损
4. 5th May Misif 钢铁公会已经发出公告MITI anti dumping duty for CRC flat roller product review on final stage...

最近CSC股价慢慢爬升，你觉得是大户庄家头脑发烧抢反弹这么简单吗？懂的都懂的，他们早已经算出了这一个quarter大概赚多少，看准利多在股价低迷时拉升了

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