Teong Poh

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Joined Apr 2021

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for short to medium term, should look at test and assembly companies if semicon stocks is your cup of tea
6 days · translate
too many local companies providing the same design layout service and entry barrier is not high. margin is compressed and now many countries such as Vietnam, India and etc are joining in as competition. Most of semicon investment is in AI GPU and system and none of the local silicon design companies are able to have design win in AI. Let see what is the result of next qtr.
6 days · translate
another qtr of loss. suspect that chinese customer either slow down on their business or unable to pay oppstar for delinquent payment, as shown in lower oppstar revenue
2 months · translate
CEO took home 800k a year, not including salary and director fees for other directors. the mgmt team is sleeping...
3 months · translate
2 yrs ago, I sold all my flbhd for a small profit. fast fwd to 2 years now, the share price lost more than 50 percent and no dividend. what happened to the management?
4 months · translate
lowest since IPO. can drop further as world economy enters into uncertainty
4 months · translate
30 cents coming...
5 months · translate
be careful of falling knives, it will be a while before reaching bottom
5 months · translate
with economy going into recession , worst is yet to come. soon will be below 30 cents
5 months · translate
starting to drop. worth to consider if below 30 cents
7 months · translate
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