cheng

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Fame: 7,714
Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on ESCERAM.
the onus is on esceram to deliver consistent mid single digit margin for building materials. Else, back to square one
1 hour · translate
cheng replied to comment on QES.
the ball is on the boss's court. buck the trend for Q1 and the momentum will continue all the way to Q3. https://www.businesstoday.com.my/2026/05/20/malaysias-april-export-jumps-36-to-all-time-high-of-rm182-million/
2 hours · translate
cheng replied to comment on GENTING.
GenM's MY assets (RWG) didn't do very well in Q4'25, the ebitda margin dipped quite a bit. The outcome in Q1'26 will be different if the margin recovers.
15 hours · translate
cheng replied to comment on GENTING.
Going below 2.20 due to QR loss is not that scary, Vin. Cash flow deterioration/turning negative will be bad.
15 hours · translate
cheng replied to comment on GENTING.
The hold rate for baccarat was pretty good too. Anyway, assuming RWLV performance is the same as Q4 and GenM similar as Q4, and normalised impairment, it's trending to breakeven QR conservatively, Vin. Q3 is the real test.
15 hours · translate
cheng replied to comment on GENTING.
Nevada's GGR/The Strip Area for Q1'26 is not too bad comparing to seasonally strong Q4'25. Mar was really good driven by baccarat - Driven by a sharp increase in baccarat hold, the Las Vegas Strip saw a 14% increase in gaming revenue. The city’s tourism agency is set to release visitor numbers later Thursday that show the month’s statistics are “up meaningfully.”

The Strip had $779.9 million, up 14.4% from $681.6 million in March 2025, according to numbers from the Nevada Gaming Control Board.
15 hours · translate
cheng replied to comment on QES.
Same thought, undertaker.
16 hours · translate
cheng replied to comment on GENTING.
GenP results is out and it is better than Q4/closer to Q3 :) GenS is better than Q4:) it's trending to a breakeven QR for Gent assuming GenM performance is same as Q4 (for both MY and US assets) and normalised impairment ~<40mil instead of 200 mil in Q4.
18 hours · translate
cheng replied to comment on SKPRES.
fuhh retest 0.36. chart maker nak bagi signal ke? kita tunggu qr dulu.
19 hours · translate
cheng replied to comment on WASCO.
lower eighties first. then, reassess the situation. go lower if there is no sign of growth. stay away until then. balance sheet of the company looks better now and still need a bit more work.
19 hours · translate
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