cheng

  • Following

    0

  • Followers

    977

Fame: 7,155
Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on PTRANS.
boss and family (wife and brother) rushing to dispose and another substantial shareholder starting to dispose. And one of the response given to Bursa UMA's question with regards to Whether you are aware of any other possible explanation to account for the trading activity- The Board is not aware of any other possible explanation to account for the trading activity. :)
2 hours · translate
cheng replied to comment on GENTING.
Genting Singapore results showing gaming segment is still struggling while non-gaming did really well with Oceanarium, Weave and other events. The Laurus opening in Oct should provide further traction to non-gaming segment. However, revenue improvement from non-gaming is still not enough to cover for the gaps from gaming segment. Seems like there are structural change to the gaming segment - losing market share to MBS?
7 hours · translate
cheng replied to comment on SKPRES.
the challenge for skp will be to keep its margins at mid to high single digit range. hopefully it will be able to do so in the upcoming qr.
7 hours · translate
cheng replied to comment on SKPRES.
alright. I prefer not to rush it. have faith in your own plans, wong.
8 hours · translate
cheng replied to comment on TRC.
market cap 173mil and net cash 300mil. Mr. Market has forgotten the existence of TRC? Lol, no pun intended.
9 hours · translate
cheng replied to comment on SKPRES.
safer to wait for the upcoming report first, wong.
9 hours · translate
cheng replied to comment on SKPRES.
VSI = VS Industry? Something else is brewing in VS perhaps. As for skp - trade diversions into Malaysia will benefit the local players. Seeing some margins hit due to onboarding of new customer too. The good news is - it has pretty decent balance sheet; in net cash position.
9 hours · translate
cheng replied to comment on SKPRES.
externally - there should be trade diversions too. and hopefully there will be meaningful outcome from US supreme court review on Trump's blanket tariffs. internally - will be worth it to monitor the margins for skp. its hovering near mid single digit and could slip towards lower single digit if there is no cost pass through mechanism.
10 hours · translate
cheng replied to comment on SKPRES.
waiting for the upcoming qtr results.
11 hours · translate
cheng replied to comment on CHB.
ooh ok. No wonder no volume recently :)
12 hours · translate
Load more