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Wei Low
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Fame: 55
Joined Jul 2020
Comments
Ideas
Comments
Wei Low
replied to comment
on
HARTA
.
学习被坑吗? 这种“上课”没什么价值啦,真材实料的都讲很干的东西。
2 years
·
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Wei Low
replied to comment
on
MAYBANK
.
It is possible to go 7.50~though
3 years
·
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Wei Low
replied to comment
on
MAYBANK
.
around 8 is a pretty price. Unless there's something as big as 2008, it is a fair price.
3 years
·
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Wei Low
replied to comment
on
TOPGLOV
.
那么拼命看涨就越不能买了
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
亏两季只是直觉,专家分析至少要2H才改善,所以是0923/1223的财报吧。
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
还没,虽然是净现金0.72,不过预期会再亏个两季吧。下一个QR很重要,撑着价格的中国状况才会显现出来。中长期投资等0.5~0.6吧
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
Harta和TG都事先通报了,还没跑的是自己找的。总体不差,还算健康,希望年终前不要搞什么Buyback确实有望0.5~0.6x。
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
They are tight in cashflow. It makes no sense to give it out now.
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
资产有, 不过亏下去就没有了。
3 years
·
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Wei Low
replied to comment
on
SUPERMX
.
Read news and fundamentals.
3 years
·
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