Wengke Lee's comment on CTOS. All Comments

Wengke Lee
3 Like · Reply
大戶继续的买,唱衰的人继续的吹。暂時大戶跑赢先….
cheng
supply and demand tussle between funds/institutions until the next update on appeal status or outcome from other cases
2 Like · 9 months · translate
tim foo
Cheng兄,这个你有加入吗?
Like · 9 months · translate
cheng
Not at the moment, tim foo.
1 Like · 9 months · translate
Soo Kai Ng
虽然因为有官司形成不确定性, 我也觉得我不理性因为我还是看好.
1 Like · 9 months · translate
tim foo
我也是觉得一样看好,其实这功能,能给所有消费人一个公平公正方便作用,现在速度发展时代,是需要大数据来速度整理文件了,以前没这个功能,银行也是一样可以查到个人资料只是速度慢罢了。
Like · 9 months · translate
cheng
it has pioneer status extended to 2026. Primary geo is in Malaysia >95%. Its trying to grow beyond Malaysia which is now <5%. Its in net current liabilities for the 2nd consecutive years now. Could be a challenge to grow further via M&A without additional loans/borrowings. I will just observe for now. FY2023 AR which will be released by end of next month will probably show the updated shareholdings - funds/institutions that pared down their positions and the ones that increased their positions. I believed it is the funds/institutions that provided the liquidity during the recent sell-offs - some sold some bought.
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2 Like · 9 months · translate
cheng
there's still 10% premium at current price for CTOS that requires M&A to grow further; additional loans/borrowings if you will.
2 Like · 1 month · translate
Taib Muzafar
Snipe when the price is less than RM1 then ..
1 Like · 1 month · translate
cheng
good to include your exit plan too :) in the event it stays low for some time until the next signs of growth.
1 Like · 1 month · translate