cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on CHB.
yup. keep the contracts coming and wishing everyone a happy new year too.
44 minutes · translate
cheng replied to comment on SKPRES.
force selling is unlikely as I dont recall seeing high pledged account holders in the top30. risk off mode / rebalancing by institutions is possible. I doubt institutions will sell out their positions given the current dy which can be supported by its strong balance sheet.
2 hours · translate
cheng replied to comment on INARI.
lantai RF sudah retak; segmen utama inari. akan pecah kalau tiada lantai yang baru ganti lantai RF
2 hours · translate
cheng replied to comment on D&O.
stay away until clarity provided by the management on the impact of the patent infringement case.
2 hours · translate
cheng replied to comment on SKPRES.
cost pressure is real and no doubt about it but there's something else in the report, adama. the company did not disclose the rationale for the movement though. Have you noticed the contract liabilities which is high; 50 mil :) this line item is usually related to customer deposits for products/services and skpres has to deliver it within 12 months. Well, it can be deposit for new products, existing products or customer pushing out their orders to subsequent qtr. Hence, my personal opinion is that it is a cold snap which is unusual :)
4 hours · translate
cheng replied to comment on SKPRES.
retested recent low and a new 52 weeks low it is; pricing in the bad news. next is for market to adjust for the silver linings in the report; the good news if you will :)
4 hours · translate
cheng replied to comment on SKPRES.
this may not be a prolonged winter but a cold snap during winter; sudden short period of unusually cold weather if you will based on the numbers in the balance sheet.
4 hours · translate
cheng replied to comment on SKPRES.
Strong balance sheet indeed, Daniel. However, the bad news - revenue fell by 15% comparing to q2fy26 and net margins fell below 5%. A retest of recent low and potentially new low is possible. Either chillax and observe the breadth to ride the reversal trend or buy low for the strong balance sheet.
18 hours · translate
cheng replied to comment on SKPRES.
count me in again :)
20 hours · translate
cheng replied to comment on CHB.
thats right, 臥㡣. more than 200mil orderbook on hands. this is from cleanroom segment :)
Yesterday · translate
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