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Warren Tan
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Joined Apr 2025
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Ideas
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Warren Tan
commented
on
KERJAYA
.
Flying. Looking forward to next dividend
1 day
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Warren Tan
replied to comment
on
KIPREIT
.
公司的财报还欠详细列明每个资产带来的NPI 是增加还是减少, 所以无法知道旧资产有没有改善还是涨租。 作为旧股东, 如果我看见公司每次好象npi 变多了, 然后又频繁收购, private placement, 导致股价上不去, 是不会开心的
3 days
·
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Warren Tan
replied to comment
on
KIPREIT
.
REIT跟一般企业不太一样, 的确最重要是现金流和股息。 同样的资产,公司收到的租金是不是年年增加, 是不是一味只靠收购产业? 股东收到的姑息是不是一年比一年多? 还是股权持续稀释?
4 days
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Warren Tan
replied to comment
on
CBHB
.
Come 88 Sen tp
2 weeks
·
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Warren Tan
commented
on
SKYECHIP
.
Hope tmr still above 3
1 month
·
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Warren Tan
commented
on
SKYECHIP
.
Nasdaq drops, hope tomorrow skyechip holds
1 month
·
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Warren Tan
commented
on
KERJAYA
.
Fair price is 3 ringgit
1 month
·
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Warren Tan
commented
on
SUNREIT
.
REIT is not going to perform this year. If rates go up will become worse
1 month
·
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Warren Tan
commented
on
UCHITEC
.
Margin 50%, so lucrative
1 month
·
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Warren Tan
commented
on
SKYECHIP
.
Next week 2.50
1 month
·
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