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Dr. Cheng, after looking at all these numbers, can you explain clearly whether D&O is actually buyable at the current valuation? If you think it is, please explain what is the investment thesis, what earnings recovery you are expecting, and why the current risks ... RM313 million TTM net loss !!!, 13.4% gross margin, RM246 million net debt !!!!, 1.11x Debt/Equity !!!!, and around 200 days of inventory ...are acceptable. And if you believe there is “fake account” risk, please show !!!! Tell us what numbers make you comfortable buying the stock. Thank you teacher. No pun intended.
Da Ma Sifu and Dr ChengTeacher, please come and share your view. If you believe there is a risk of fake accounts, insider information, or any other serious issue, please explain what the specific evidence is.
