All Comments on CNERGEN Reload

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thye kinchoon
3 Like · Reply
这粒股很怪,NTA=0.33,cash=0.24。现金还多高它的资产。
thye kinchoon
1. 2H26 业绩迎来“破纪录”的爆发(Record FY26)

​下半年确认主峰: RHB 指出,Cnergenz 手头极其充沛的订单(Order Book)将在 2026 下半年(Q3 及 Q4)集中进入交付与验收期,单季营收与净利润均有望刷新历史新高。

​泰国(Thailand)市场成为第一大算力扩产风口: 报告特别提到,泰国数据中心及 AI 服务器硬件供应链的爆发出货(中资与美资厂房转移),成为了 Cnergenz 最大的拉动引擎。
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thye kinchoon
​2. AI Tester(ODM)业务的高毛利“杠杆效应”

​30 台交付目标平稳推进: RHB 跟踪 confirmation,公司为美资 Tier-1 ATE 巨头(Teradyne)代工的 Inline AI Tester(在线 AI 测试站) 在下半年的 30 台交付目标进展顺利。

​提振综合毛利率: 由于这部分业务毛利率高达 25%–35%(远高于传统 SMT 代理的 ~10%),它将拉动公司下半年的综合净利润率(Net Margin)冲上 10% 上下。
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Albert Tan
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From the look of it, i might reach 1.30 soon. It went up by so much and yet there is no heavy profit taking activiies which shows that investors have interests in the Company. Bear in mind tat order book already recorded 178mil ++ and i believe it doesnt stop there and might increase further for the next 2nd half. Something is brewing which the investors know but we dont knw. Hope that there will be some reporting or write up by RHB research or the Star Business news or even better if the Edge Business so that the retail investors knw where to put the money.
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Yvonne Khoo
The boss throwing , coming soon
Like · 3 days · translate
ah mao
Failed investor Yvonne
Like · 2 days · translate
Angelflorist Johorjaya
1 Like · Reply
下车了,谢谢Cnergen, 0.45持有到现在,赚够了
Yvonne Khoo
Let make it drop and see can get cheap cheap price
Like · 3 days · translate
Yvonne Khoo
Buy keeming
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thye kinchoon
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身为散户我们投资总要有些东西作为参考比如PE, ROE。ROE不高PE就不能给太高。ROE不高代表它业务还没有护城河容易被取代。
muhd sofian
8 Like · Reply
xboleh pakai no volume to push
Rahim Razak
fuhh 1.25 TO
Like · 1 week · translate
Rahim Razak
sudah hilang itu 3000lot jerung que
1 Like · 1 week · translate
Dee Rambo
1 Like · Reply
kemon limit up 1.20 till 5pm 5/10/26
Rahim Razak
ada apa news
Like · 1 week · translate
Rising Star
210% hohoho
Like · 1 week · translate
meng chee ng
2 Like · Reply
你们相信明天再一次Limit up吗?
Rahim Razak
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fuhh sempat masuk dan tp 1.20
ASH KHOO
1 Like · Reply
花生啥树?!怎么一言不发就LU了
Mark Siow
1 Like · Reply
买入价到现在已经翻倍,等一个好价钱卖出。。。。。。
Mark Siow
成功拿了一些免费票,之后就是安心看它后续的表演料。。。。
Like · 1 month · translate
Mark Siow
看免费票表演飞火箭!爽!
Like · 1 week · translate