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Ray Tham
's comment on
A1AKK
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Ray Tham
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估值还是太高了，不是公司不行二十而是现在有点高估
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Steve Lee
现在的估值我觉得有点低，没有考虑到品牌的价值
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Cyrus
我的看法正好相反，很多人没考虑到之后新的生产线能带来的收益
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Steve Lee
对可是，新的生产线好像还没那么快运行
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Edmond Khor
没记错很像是明年会投入运作
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Steve Lee
如果没记错好像是 2027的第四个季度才能够开始运作
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Edward Lee
我觉得应该会在第四个季度之前投入运作，有可能是特地说长时间线来manage expectation罢了
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Steve Lee
所以说这几个季度应该会维持在这个价位附近，直到有利好的消息
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Fabian
也说不定，盈利超预期的话就不会在这个区域徘徊了
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