steve lee

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Joined Jan 2024

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steve lee replied to comment on SCGBHD.
用 80m收购 RM146.04 million 资产
4 days · translate
steve lee replied to comment on SCGBHD.
scable 的资产是被osk收购了啦 universal就是scable的子公司资产
4 days · translate
steve lee replied to comment on SCGBHD.
osk收购的universal cable 是under SARAWAK CABLE BERHAD 的子公司 所以 osk并购后可以壮大客户源 有更多库存
4 days · translate
steve lee replied to comment on SCGBHD.
目前看起来是供不应求状态 scgb gross margin持续上升 证明定价能力在于供应方 而不是购买者
4 days · translate
steve lee replied to comment on SCGBHD.
inventory下降速度很快够不够人手和存货完成还是个问题 这种trading的生意就是玩库存 还有warehouse地点 运输成本 看谁占优势
4 days · translate
steve lee replied to comment on SCGBHD.
够不够inventory先 很快就供不应求 下一个受惠是OSK
6 days · translate
steve lee replied to comment on DIALOG.
现金流 revenue 跌那么多不算有问题吗
1 month · translate
steve lee replied to comment on PARKSON.
dont know when they want bonus issue or start given dividen
1 month · translate
steve lee replied to comment on DXN.
see next quater report to proof
1 month · translate
steve lee replied to comment on DXN.
then many company you cannot buy already want invest but scare like hiring driver but scare he rob you
1 month · translate
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