Lim Chet

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Joined Jan 2023

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Lim Chet commented on KFIMA.
Bulking and plantation segments are promising, esp bulking segment with new capacity expansion in port klang and tanjung langsat
4 weeks · translate
Lim Chet commented on OFI.
Temporarily setback due to drastic appreciation of ringgit last quarter and forex exchange loss as almost 70% export. Next quarter will be fine
4 weeks · translate
Lim Chet commented on YOCB.
founder of creador bought over 3% of share
1 month · translate
Lim Chet commented on OFI.
excellent result again with consistent dividend in every quarter. the company is still expanding. Now PE only at 8.48, compared to òther consumer counters with PE of over 18, some even over 20/30
3 months · translate
Lim Chet commented on KFIMA.
DIALOG is building 150k cbm storage tanks in tanjung langsat, while kfima is building 300k cbm there.
4 months · translate
Lim Chet commented on KFIMA.
excellent result. Next engine of growth will be from the bulking and plantation segment. especially bulking segment: last phase of development in klang port and new greenfield development in tanjung langsat port will further boost the revenue/profit. Biofuel demand will rise following increasing need of SAF.
4 months · translate
Lim Chet commented on OFI.
Hupseng is currently valued at PE of 20, OFI is only at PE of 12
6 months · translate
Lim Chet commented on YOCB.
Whenever I wan2 buy pillow/bolster/bedding accessories, there are mainly 2 strong players in d shopping malls, i.e. YOCB (Jean perry, novelle...) and Akemi. That's why they are able to sell 1 million pillows annually. In contrast, if i wan2buy clothes, i hv a lot of choices in d shopping malls. But, look at Padini. Can it breach rm3 like padini. They are in 3 major markets, namely msia, Singapore (6million ppl) and Vietnam (100million ppl). Hopefully they can gain more market in Vietnam with rising middle class
8 months · translate
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