cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.

Joined Dec 2017

Comments

q1fy27 green qr will be a positive surprise, ottaway. current price pricing in continuous qr loss. q2fy27 and q3fy27 probability of a green qr will be higher due to commencement of key customer orders and new accessories model production commencement; signs of recovery if you will.
6 hours · translate
ooh ok. steel stocks are for those with nerves of steel :)
6 hours · translate
premium price. looks like correction incoming to adjust for the worsening concentration.
10 hours · translate
lets continue to surge next week?
11 hours · translate
Haven't check the details yet but looks like price runs ahead of earnings.
12 hours · translate
You are so fast. I haven't read it yet. Will have a look over the weekend :)
12 hours · translate
Thanks, Ricardo. I didnt avg up yet despite recent upward trends. there could be positive surprise from PHB or potential corporate developments judging from the volume today?
14 hours · translate
back to 6th floor; slowly but surely :) next qr should be seeing 13.7mil other income from the land disposal too :)
15 hours · translate
I had a look at PRG's report, Ng. its 6 months ended performance. If I minus out with q1 performance, the latest qtr for PRG is showing a qr loss of ~rmb16mil. Today's volume is pretty high which is interesting and probably investors are optimistic with PRG's transformation? There were some remarks in PRG's report though: (1) The year 2025 marked a pivotal turning point in the Group’s renovation and transformation efforts. The Group formulated customised renovation and upgrade plans for our stores to restructure business formats and gradually phase out traditional ones. The Group has driven the transformation of key stores, such as our Harbin Store, Nanning Store, Hefei Store, and Shenyang Store. Although this transition inevitably required a period of adjustment, resulting in a decline in concessionaire and direct sales, it has gradually increased foot traffic to our stores. (2) The Group has also conducted a comprehensive review of its portfolio. During the Review Period, the Group closed Chengdu Fashion Parkson Store and Shanghai Xinzhuang Parkson Store due to strategic operational adjustments.
16 hours · translate
lol. most of the people here probably have tickets at the range of forties to fifties that bought the qr loss but higher orderbook at 80mil :) can afford to ride it through fy26 and going into fy27.
16 hours · translate
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