Kevin Tam's comments

Kevin Tam

Following

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Followers

141

Fame: 1,567

倾向中期投资（2-3 年）和价值投资，喜欢找被低估的股票而不是追高。。

Joined Jan 2021

Comments

Kevin Tam replied to comment on 99SMART.

The result is ok but 99 Mart is rich valuation at 2.10-2.20… Once more than 3000-3100 outlets , the growth of revenue n per store sales n per store operating profit should be very slow…. Now Mr market give low valuation to many consumer counters maybe worry about after June, normalise Ron 95 price affect consumers purchasing power…

2 days · translate

Kevin Tam replied to comment on BAT.

给Affin Hwang的TP害到跌破6.90。。

2 days · translate

Kevin Tam replied to comment on HARTA.

Harta暂时卖压重，比较难3个月内反弹到2.90以上。。kossan 比较容易反弹到2.40-2.45 以上。。

2 days · translate

Kevin Tam replied to comment on KOPI.

Kopi is not for investors, the way the founders n investment banks set super rich valuation at 44 cents, with only21-22 chain outlets … it is funny to think it will be Starbucks in few year time… only plus point is old town doing poorly in these 2 years, Hua Yang kopitiam can expand but too few outlets at the moment plus the bosses said they will not expand beyond 40/50 outlets?

2 weeks · translate

Kevin Tam replied to comment on YTLPOWR.

那个warrant可以调整和改去可以交易的。。现在的问题是YTL双雄波动太大，与Nvidia合作的数据中心不确定性增加了很多。

3 weeks · translate

Kevin Tam replied to comment on BAT.

想再加码。。7.20。

3 weeks · translate

Kevin Tam replied to comment on GAMUDA.

Mr Gk你只注重短期炒？今天的跌，反弹会有力？

1 month · translate

Kevin Tam replied to comment on GAMUDA.

还能反弹回4.20。。厉害一下。