cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on SFPTECH.
Wah. One year is quite far. Many penthouse ooh. Anyway, sfp's balance sheet is a bit weak and 2 consecutive qoq advance from the boss. Running out of cash.
17 hours · translate
cheng replied to comment on SFPTECH.
revenue higher, inventories higher, receivables higher in q2 report. but pat not enough to justify the higher prices above 0.32
17 hours · translate
cheng replied to comment on SFPTECH.
the rise in receivables and inventories were in q2 report itself. the receivables was at 50mil+ in 2025/q1fy26 after the china customer saga whereby the receivables was approx 100mil back in 2024; two executives were replaced immediately.
17 hours · translate
cheng replied to comment on SFPTECH.
this one is ok in my opinion as the rise is in tandem with rise in inventories. it will be a red flag if receivables increase rate is higher than inventories. the balance sheet is a bit weak now and the boss has to fund the company ops.
17 hours · translate
cheng replied to comment on SFPTECH.
it will be up to mr lim how he is going to "chart" his exit from sfptech; almost there
17 hours · translate
cheng replied to comment on SFPTECH.
true. earnings could not offset the dilution. tough to go for higher pat without the pioneer status. challenging for revenue growth due to competitive/crowded industry.
17 hours · translate
cheng replied to comment on SFPTECH.
its up to mr lim to "chart" his way out from sfptech; to cease as substantial shareholder
18 hours · translate
cheng replied to comment on SFPTECH.
post earnings price discovery - finding new equilibrium which should be at lower twenties / high tens
19 hours · translate
cheng replied to comment on ZETRIX.
boss will pity? errmmm... he will say it is beyond his control and up to market force :) the capitalisation journey that started in 2020 is at the inflection point that it is no longer making any sense :)
19 hours · translate
cheng replied to comment on ZETRIX.
lol, share account. lepas tu, consol dan turun lagi.
20 hours · translate
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