cheng

  • Following

    0

  • Followers

    997

Fame: 7,748
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.
the wind in the market now is either limit up or limit down. Lol, no pun intended. All is well as long as everyone is following their own individual plans; risk mgmt if you will.
12 hours · translate
cheng replied to comment on QES.
if it is lower than q4, it is the usual soft q1. 52-52 becomes the resistance. Lol, no pun intended. if it is within 5% of q4 - that is good and strong. big W in the making.
12 hours · translate
cheng replied to comment on QES.
Boss just have to fix that manufacturing segment and it will be all time high annual net profit in the making. As the semicond upcycle has begun, the cyclical manufacturing segment should reflect the results accordingly. Well, just my own assumption given the manufacturing segment revenue for the last 2 fiscal years and its segment profit - pointing to product mix margin and fixed cost, product mix driven by cycles if you will.
12 hours · translate
cheng replied to comment on QES.
Alright, undertaker. Not adding at the moment. will just wait.
13 hours · translate
cheng replied to comment on SFPTECH.
see whether it can survive the 0.145 test. will go lower if it fails the test
13 hours · translate
cheng replied to comment on AAX.
what it meant is that the numbers reported in the latest report is a combination of few companies that were put together - AAX, AAAGL and AAB, 林旌浩. Is it good or bad? Up to individual. I personally dont like the numbers in there.
13 hours · translate
cheng replied to comment on QES.
the setback in last year performance came from Q1 and Q2. Its none other than the manufacturing segment. Manufacturing revenue (depending on product mix) seems not to be able to cover the manufacturing segment fixed cost resulting in the 8mil hit last year. Boss has been talking about medtech orders and China collab for the manufacturing space. We will know in the coming Q1 results. The good thing about this problem - it is not a structural thing but rather cyclical.
13 hours · translate
cheng replied to comment on SFPTECH.
I will wait for lower price tickets if it is available. I have rebalanced my position to wait for the qr. Conservative until the numbers in the report show otherwise.
13 hours · translate
cheng replied to comment on AAX.
you are welcome
14 hours · translate
cheng replied to comment on CHB.
congrats 臥㡣.
14 hours · translate
Load more