cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on ZETRIX.
Agreed, Ah Beng. 25mil default payment with over 500mil cash eq as of end of q2'26 with huge blockchain business. Mythical. Will be interesting to know whether the blockchain business that generated over 600mil rev last year from outside of Malaysia is still generating similar scale of performance or mythically scaling down moving forward?
1 hour · translate
cheng replied to comment on TRC.
Won't collapse like Mitra ba. More than 2bil orderbook on hands, at least 5 years earning visibility, and strong tender book. Mitra is dependent on single NextDC contract and it's been 2 years since it secured that contract. Not sure whether it has been completed and no other new contracts. Probably lots of issues plus towards the end of contract. Continue to observe whether Gamuda will subcon out its Port Dickson DC project to TRC :)
1 hour · translate
cheng replied to comment on TRC.
It will be there eventually whether through limit up or gradually with more contracts incoming :) cash on hands being put to good use for tenders/contracts execution.
21 hours · translate
cheng replied to comment on TRC.
largest contract win by TRC. 7th floor incoming? total orderbook on hands crossed the 2bil mark and provides earnings visibility for 5 years; solving market's concern of contract/orderbook replenishment :) Ara Sentral Phase 2 launch expected in this qtr and looking forward to the take up rate. Gamuda DC job completing in Nov should uplift Q3 and Q4 performance :) Keep the new contracts coming...
Yesterday · translate
cheng replied to comment on ZETRIX.
Looks like it's empty shell after all?
2 days · translate
cheng replied to comment on ZETRIX.
Not just dividend, sharehoarder. MARC did not get the dev costs and borrowing details despite numerous requests; the financial information needed for a proper ratings. And Zetrix's announcement on material information tends to be "late" and often after TheEdge/NST reports.
2 days · translate
cheng replied to comment on ZETRIX.
https://www.businesstoday.com.my/2026/11/06/bursa-...ns-action-on-zetrix-ai-orders-to-settle-outstanding-dividend-explain-financial-concerns/
2 days · translate
cheng replied to comment on ZETRIX.
Berita Harian joined the party to provide timely information related to Zetrix? https://www.klsescreener.com/v2/news/view/1823301...
2 days · translate
cheng commented on TRC Synergy confirms 30% stake in JV awarded RM2.69b Penang LRT contract.
Good to know MRT Corp awarded the contract based on capability/meritocracy :)
2 days · translate
cheng replied to comment on NOTION.
True. The good news is memory shortage is real. Most of the capacity of the memory manufacturers are allocated to AI/DCs enterprise customers and resulting in shortage for consumer electronics manufacturer; hence, the higher prices. Capacity and demand can switch from AI/DCs to consumer electronics if Democrats go all out to stop new DCs built out. The demand for memory will still be there at lower price probably.
2 days · translate
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