Afiffuddin Abdul Aziz's comment on D&O. All Comments
Afiffuddin Abdul Aziz
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Buy now or regret
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3 years · translate ·
HK NGUI
price still high
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Mr K
coming result bad ...can wait after result release see how
1 Like · 3 years · translate
HK NGUI
the price still strong, i belive it will challenge 4.2 again
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HK NGUI
he just bullshit, haha
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Nhlau Lau
anyone comment on qr? good or bad....
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tse ning lam
Boom liao la.
2 Like · 3 years · translate
Fisher aka 小白
18.8m forex loss.... Good or not, judge by yourself...
2 Like · 3 years · translate
Afiffuddin Abdul Aziz
I thought qr not important lehhh
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Ng Wai Chong
Still heavy invest in capex....
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Lim Chun Eik
大湿说科技是未来。。。
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The RocK
有人炒就有未来咯。。。哈哈哈
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pali cd
Tomorrow limit down...?
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Shun Tee Lam
By reading the QR carefully the bright future is still intact. QR also explain that why they did not do forex hedging
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Ng Wai Chong
Actual its business for future trend.. However, if using the PEG, is they business able growing 40% Cagr? For me, the valuation is high for current share price.
3 Like · 3 years · translate
pali cd
Agreed w u mr Ng..lets the market speaks for itself
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Shun Tee Lam
By 2025 after plant 2 fully operated. capacity will be double of current capacity. 2030 the capacity will be more than triple of current capacity. That’s why market given higher PE
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Shun Tee Lam
Another thing is the EV theme where LED usage for EV is much higher than ICE car
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Ng Wai Chong
The rock, 股价可以一下冲高，过分的高。。炒是必定的。。
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Ng Wai Chong
Heavy asset and light asset...the Scalability is important...
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Shun Tee Lam
言论自由。可以看好也可以不看好。有人看到前景有人认为炒。不同窗口，不同风景
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Mr K
i told you guys ad, coming qr bad, but nobody trust me and say me bullshit ....
1 Like · 3 years · translate
Tay 1123
Mr k how do you know the qr is bad ? you have insider news ?
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HK NGUI
2moro will going up
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牛
haha regret of buying now?
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HK NGUI
Fundamental analysis is not useful Bursa Malaysia stock
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Mr K
上个月和朋友去巡视厂房的时候 老板亲口说的 还有假？
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Mr K
fundamental useless? sorry loh my sfptech get 100% profit ad
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HK NGUI
D&O share price momentum is good among tech stock, did u study that?
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HK NGUI
Mr K, U looks like those blow water guy, haha
1 Like · 3 years · translate
HK NGUI
Fundamental i s not useful in Bursa Malaysia stock, read my word properly.
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Tay 1123
Mr k...哈哈。。你是大粒人啊？老板亲口爆料给你听。。这么厉害的。。哈哈
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Mr K
tay 信不信由你啦 反正对我又没有伤害 亏钱的是你们罢了
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HK NGUI
2moro will going up, trust the indicator
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Mr K
pe50 业绩qoq yoy跌 还能飞多远？哈哈哈
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Tay 1123
Mr K....我听听就好了。当作是真的吧！。。哈哈。。。
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pali cd
Hmm..current performance not even worth of rm3 a piece..but mr market sometimes is irrelevent..interesting to see tomorrow
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weng kg
Haha KLSE needed based on reverse psyhology. See PIE as example
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HK NGUI
PE still stay strong
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Mr K
pie valuation just pe20, how to compare with D&O pe 50, again , pie is the EMS company , different business
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Ancent Wong
先去看看财报就知道发生什么事，不然以为公司明天就要倒闭了
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Say Ting Ooi
不要紧，可以捡便宜。。
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Shun Tee Lam
QR is not bad. Need to read the content
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Mr K
美元大涨 外汇亏损18.8mil， 如果美联储继续升息，美元持续维持高位到年尾，那么是不是代表Q3也要继续forex loss下去
1 Like · 3 years · translate
Mr K
持续外汇亏损把盈利越拉越低，把pe越升越高 到时候股价跌多过涨
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Ancent Wong
明天3块all in一轮先
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Mr K
再说季报都写了 管理层无意做对冲 根本不把forex loss放在心上 ，虽然是Unrealised loss， 但是公司借美元债，到期还债的时候就会realised出去 变成实际亏损 Q3 Q4美元持续高位 ，那就只能是 阿弥陀佛
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Shun Tee Lam
Mr K 季报没看完吗？ 管理层已经解释了会有对策解决这个问题
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TC94
down and over, sold all what you have
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Shun Tee Lam
Sell call oh. Can report SC Liao
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陈冠骅
昨晚一直喊卖的还有在吗？没有了解季报乱乱制造恐慌
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Lim Chun Eik
还早叻。。。收盘才是市场的决定
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陈冠骅
早或迟也不会跌到哪里去 ….
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Keith Liu
收盘是青的，如果美股没大跌
1 Like · 3 years · translate
Tan Su Ye
现在还握有高估值公司的应该大多数是看长期发展的吧
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Green LT
手握这股的散户，听着看着都是好消息。只有局外人，才能冷静分析这QR.
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Fisher aka 小白
路过插一把嘴，成功的投资不是买好的，而是买的好。。。d&o是我过往的重仓股，期待还有再买回的一天。
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Green LT
PE=25, 价格在RM2.06, 不要喷我哦！只是我个人的理想价。70% 市场在中国。。。。想一想后果是。。。中国現在科技搞内在vendors。。。
2 Like · 3 years · translate
Fisher aka 小白
不会pe25, 以d仔的成长cagr, pe25，它的fpe是1x了。。。。
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Green LT
世事无决对，也无对错，我对公司外汇亏损无语。但美元不是增值吗？难道买原料贵，卖便宜（已定价）。那Q3也就凉了。
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Green LT
同样的股票，有人想买市场价，却有人想买高价，因为他们是收藏家。我不是收藏家，只要錢在手上，不怕买不到便宜贷。
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Mr K
就好像我昨天也有提及，目前在加息的大环境底下，外汇亏损不是一个季度就能解决的事情，美联储持续加息只会让公司的外汇亏损越来越严重，公司有打算把现金转换成美元 但是能不能在下个季度缓解下来就不知道了，再说中国不断动态清零 一直封锁各大省份 又持续限电抑制造车业 ，如果D&O 估值30以下 那么这些利空不值一提 因为跌无可跌 大环境前景依然明朗 ，但是现在pe50 估值高随时一点不确定性都能下杀估值
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Like · 3 years · translate
Shun Tee Lam
Green 请看季报。谢谢
Mr K， 可能其他投资者看的东西比较远。 为什么市场愿意给D&O这个高估值？ 你说的问题只是短暂性影响。可是它的成长确实是可持续性的。 我留意这只股到现在，没看过它估值便宜过。 之前一直等便宜，等了个寂寞。即使年头下杀，也只是跌那一点点
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Keith Liu
股价和pe不是一两个人决定的，股价上下很正常，觉得业绩好就守着，不好就卖掉
1 Like · 3 years · translate
HK NGUI
i had also study this stock since 2020, D&O is the best performance stock among tech stock, price momentum is good compared to Inari, there is signal of divergence, therefore it is normal its price going down bit right now
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Green LT
My strategy remain unchanged, awaiting RM2.50-2.80, then ALL IN.
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陈冠骅
觉得好的就守着+1 不看好的不就卖咯……简单
1 Like · 3 years · translate
HK NGUI
unless announce bonus issue
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TC94
this chart like big waterfall coming soon
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TC94
no buy can't sell, watch movie only
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HK NGUI
big water fall? how u justify in the TA, haha
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HK NGUI
i saw PE is increasing
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Tay 1123
我个人观点，这次forex loss...是用美金买机器，对我来说是one off expenses...又不是每个月买机器。。
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Keith Liu
没人看forex亏还是赚的，fpi forex gain十多M，股价也是开高走低，投资者都不笨
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Shun Tee Lam
这个 Forex loss 是 non cash item 也就是不纳入core income 里。 PE因为这个non cash 增加，扣掉这个one off 拿到的PE 才是准确。大家可以参考最新的投行报告
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Shun Tee Lam
Tay, 债务在没偿还前，只要美股下季度再度对比这季度好很多的话，也会当作unrealised forex loss
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Ancent Wong
想踩人就会一直踩的啦，要推的人也会一直推，各有各的说，说到好像他们自己在做的生意好像D&O这样大，跟上市公司老板一样，说到头头是道，结果还不是听别人讲的，听大师吹水，总而言之，入场点和买在安全价位很重要
1 Like · 3 years · translate
Daniel kk
2 块钱都闲它贵了......
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TC94
buy now and regret ...
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Tay 1123
drop like hell
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Shun Tee Lam
if don’t like this counter can invest in other counter. No need leave negative comment, won’t help to boost your profit. TQ
3 Like · 3 years · translate
Afiffuddin Abdul Aziz
Run tomoro run like no tomoro
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