cheng

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

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cheng replied to comment on GENM.
Ringfencing Empire's situation to be contained within GenM only - future losses, capital needs, impairments and etc. On the other hand, the move will "protect" Genting / Genting Singapore and other valuable assets of Kien Huat Realty / Genting Berhad.
20 hours · translate
cheng replied to comment on GENTING.
GenM latest announcement to fully acquire Empire is a bad2 decision and not good for their shareholders. It has been downgraded by IBs after the last qtr results and latest acquisition announcement will see more downgrades.
1 day · translate
cheng replied to comment on SFPTECH.
you are welcome, hktee
2 days · translate
cheng replied to comment on TRC.
beaten down irrationally :)
2 days · translate
cheng replied to comment on SFPTECH.
yes it is. you should read the annual report over the weekend :) it will be a good read.
2 days · translate
cheng replied to comment on SFPTECH.
Not expecting sga hit last quarter to be a structural problem, hktee. So, my expectation is that sga should be trending down for the next two quarters. After all, there is this statement in the annual report - Pursuant to the External Auditor’s review of the financial result of the year ended 31 December 2024, an allowance
for Expected Credit Loss (“ECL”) of RM29.2 million was advised, attributed mainly to one customer due to
delayed payment. To date, we have received payments in several tranches in accordance to their commitment
to make full payment for all outstanding receivables :)
2 days · translate
cheng replied to comment on TRC.
wah...good one, Andy :)
2 days · translate
cheng replied to comment on TRC.
added some again at 270 after reading the annual report :)
2 days · translate
cheng replied to comment on MPI.
EPF power :) Terima kasih byk2 EPF
2 days · translate
cheng replied to comment on SFPTECH.
tempted to add but will wait for q1'25 results estimated in less than two weeks time
2 days · translate
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