Lucky

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Fame: 122
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Joined Jan 2023

Comments

Now is the time! 好股不就是等跌买吗?
3 days · translate
Plan to buy it now, the price has catch my eye
1 week · translate
Even MCO during Covid did not beat it previously, so what to scare now? Norges bank also buying it
1 week · translate
Beshom needs to change management team already, still using old school methods to survive, not TCM cannot earn, is the team cannot compete with the new generation mindset already… The CEO needs to step down and let professional to manage it
1 week · translate
喜欢也好不喜欢也好,手套就是必需品,没有原料导致短缺,谁有货就可以高价卖
1 month · translate
Let’s go glove ~
1 month · translate
My own preference is still Starbucks compared to ZUS, hope BJFOOD stay strong.
1 month · translate
PE too high, wait 1.6
1 month · translate
1.45 epf ………
1 month · translate
一句话总结: Pchem 是“卖面粉”的,麦子涨价它能卖得更贵赚更多;Luxchem 是“买面粉做面包”的,面粉涨价了,如果面包不能跟着大涨价,它的利润就会缩水。

因此,市场资金通常不会因为“伊朗战争/油价上涨”的逻辑去炒作 Luxchem,反而可能会因为担忧其成本上升而保持观望。
1 month · translate
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