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 NATGATE.
Just chillax and let it unfold slowly :)
40 minutes · translate
cheng replied to comment on NATGATE.
ooh, must be a good apprenticeship experience for you. indeed the optical transceiver/photonics technology progress in natgate is impressive. Natgate has the capacity to support their customer's expansion :) datacom and automotive will be the ones to watch for.
2 hours · translate
cheng replied to comment on QES.
For QES, what is missing now is profit number; min 6 mil per qtr. Timely deliveries and execution of customer orders will be key.
15 hours · translate
cheng replied to comment on QES.
Regional tech correction is not a surprise, fibo. It's overdue. Malaysia tech correction will follow suit especially the speculative counters; without growth in orderbook/revenue :)
15 hours · translate
cheng replied to comment on NATGATE.
Boss followed by BODs buying. Datacom (optical/photonics) + automotive segment to be the main growth driver.
15 hours · translate
cheng replied to comment on SKPRES.
0.25 incoming? 20% discount.
Yesterday · translate
cheng replied to comment on CNERGEN.
lets see whether the growth in optical/photonics industry will increase cnergen's orderbook further; driving new smt machines/integration and ict machines.
Yesterday · translate
cheng replied to comment on ESCERAM.
tapi kalau qr x cantik (margin <2%), saham ini akan kembali ke dasarnya di 10 sen.
Yesterday · translate
cheng replied to comment on ESCERAM.
x tinggi kalau confirm qr cantik (margin ~5%). maksudnya profit setiap qr ~5juta. PE10 FY26 = 21 sen. PE10 FY27 = 28 sen.
Yesterday · translate
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