神探007后备号's comment on OPPSTAR. All Comments

神探007后备号
5 Like · Reply
这里有多人中套在里面了吗?
cesc loh
在87层高楼风景区
1 Like · 1 day · translate
Lios Tham
砍還是抄低?是個選擇題
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Teong Poh
question: will you invest 400 million to get 10 million a year which is 2.5% return?
1 Like · 1 day · translate
DawscpJ
一路向低处走。。。。。。无语
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Ng Kelvin
来个亏钱业绩。大家保重。
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Steven Lim
Forex lose!?
1 Like · 1 day · translate
cheng
not due to forex loss, steven. High cogs and reason given was higher headcount of engineers from 250+ to 290+. If that is the case, then, oppstar cogs will be higher over the next 3 years as it was mentioned in the IPO docs that ~50M capital raised from the IPO will be used to hire more engineers over the next 3 years; hiring of ~280 engineers/technicians
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cesc loh
如果这期间股价的跌已经吸纳了业绩的跌,那还好,反之...
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Tteffub Nerraw
Similar business risk with infotec... careful now
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cheng
Lol, peng... That's aggressive :) The thing is this - hiring engineers is good and someone got to lead them to generate IPs. and IPs takes time - from filling to being awarded the IP. Easily 3 years from start to the date being awarded the IPs. and IPs means company can monetize it different ways. For now, Oppstar can only depends on limited scope within the IC design segments.
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1 Like · 1 day · translate
cheng
To a certain extent, TN. Oppstar depending on contracts from fabless companies/customers and Infotec depending on Dell which explained the volatility in its performance? What's up with your exchanges of opinions with total regret?
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Tteffub Nerraw
Total Regret Golden Baby required man power to escalate sales, meaning more sales, more SGA Personnel Cost...
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Tteffub Nerraw
And on the topic of IC designs, it is always wasting money trying to reinvent the wheel... .. everyone know Nvidia has the most advance chip in the world... unless you are able to steal .... most R&D are useless.... This is real life... Remember dream seller always make money regardless.... Dont be a dream chaser with all of your fund.
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cheng
I am not familiar with Infotec, TN. Can't comment much.
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Tteffub Nerraw
PZW, but China Tech industries have gov supporting them to steal IP... XD Do you think local companies have that?
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Tteffub Nerraw
Infotec just a installation service provider.. like those helping installing networking equipment, instrument, server cabinet... cable pulling... bla bla to installing anti virus software... XD
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Peng Zhong Wong
they mentioned world class engineers o, dun play2
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cheng
Thanks, TN.
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Tteffub Nerraw
"World class"..... XD
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Jordan Lim
ipo price ?
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cheng
IPO price of 0.63 at PE20 is equivalent to a min of 20M yearly net profit for Oppstar; min 5M net profit per quarter. Unlikely to achieve 20M in FY2025.
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Remmy Jr
Buy 20% below IPO safer.
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chpresources 888
LOL... it didn’t fall at all
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Teong Poh
kenanga new price target 0.54 with sell rating
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Teong Poh
my 2 cents: if u still want to buy, may be below 35 cents, that will give you some safety margin
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cheng
I will consider it if Oppstar can maintain 5M quarterly net profit which is baseline expectation.
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Sharehoarder
enginneer too expensive to hire, gross profit so thin, dont know if they also kena squeeze by the software vendor, sometime very palia one
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Teong Poh
based on forecasted FY25 and FY26 earning and PE20, realistic stock price is 30 cents...
Like · 19 hours · translate
Teong Poh
cost cannot come down because of depreciation and salary. if you cut pay, good engineers will jump ship
Like · 18 hours · translate