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Lin lin
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Joined Oct 2019
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Lin lin
replied to comment
on
CENGILD
.
Look at KPJ, then look back at cengild again, speechless, so nothing to worry, and nothing to say.
1 week
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Lin lin
replied to comment
on
BAUTO
.
XPeng G6 暂时仅能贡献百多架销量。就算CX60进来,也是不够pick up cx5 & cx30 的销量。这两个款式销量最畅销。还是再等等吧!不然赚了股息,亏了差价。
1 week
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Lin lin
replied to comment
on
BAUTO
.
哦的妈呀~ 难道我算对了?马来西亚销量
七月1.4k units
八月1k units
九月1k-1.2k units
十月1.1k units (including Xpeng G6)
好在有小鹏”鸡六“拉一些销量上来。CX8 跟Carnival 一直在跌。
这只股还是小心点,股息陷阱。
菲律宾那边应该会贡献八千万 ~ 一亿多的业绩。
如果马来西亚三个月总数不超过3500辆(包括Kia, XPeng)的话,业绩会有所下滑了。
2 weeks
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Lin lin
replied to comment
on
CENGILD
.
醒醒吧!会起的话不用你们在那边安慰自己。看看KPJ, IHH 吧!
1 month
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Lin lin
replied to comment
on
BAUTO
.
Sales drop is worse than weaker yen, don't fall in dividend trap.
1 month
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Lin lin
replied to comment
on
MTEC
.
not sure is it hot money came in or not. Recently got money inflow to MTEC. Check from moomoo.
1 month
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Lin lin
replied to comment
on
CENGILD
.
别买啦,赚不多的这只股。浪费时间罢了。没有大资金进来,你们在那边说什么Fundamental,跌到多少买进等等,都无济于事。因为这个情况已经是从0.38的时候,有人说要等它跌到0.33买进。后来0.33买进的,0.265卖掉了。
1 month
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Lin lin
commented
on
INNATURE
.
人家做live 直播卖货,它也直播卖货,而且只有几只小猫在看。Sales 哪里会好?拼命砸钱做kiosk marketing,不如关掉几间实体店吧!把砸钱的事,放在eCommerce。别的护肤品牌主播带货铿锵有力,生龙活虎,狂给优惠。这个TBS,无言~ 卖不掉的货就送吧,AGM的时候也给股东们一些护肤品咯!不然就给几张Voucher 吃B&L 不是更好?太寒酸了。持有几年就跌几年。
1 month
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Lin lin
commented
on
PWF
.
继续飞吧!不要再蛋蛋的忧伤了~
1 month
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Lin lin
replied to comment
on
BAUTO
.
这只马不能了。七月销量只有1.4k units,八月1k units,九月预计1k-1.2k units,预计接下来的季度销量不会超过750mil,以net profit margin 9% 来计算的话,净利应该在66mil 左右。
1 month
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