cheng

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

Joined Dec 2017

Comments

lol. most of the people here probably have tickets at the range of forties to fifties that bought the qr loss but higher orderbook at 80mil :) can afford to ride it through fy26 and going into fy27.
23 minutes · translate
the last funds/insti move was 3mil shares at 0.50 followed by heavy transactions at 0.60, 0.70, 0.80 and 0.90 :) some would have got off the boat by now and waiting to buy back.
39 minutes · translate
guys, please dont go higher anymore :) bonus issue first
58 minutes · translate
lets wait for analysts briefing notes first. what is the breakdown of the 178mil orderbook.
1 hour · translate
one step at a time. the new manufacturing floor will be ready by 2nd half of next year. new precision machining subsidiary, new segment Teradyne's inline tester, optics/photonics driving needs for newer SMT / SMT integration and high barrier to entry for other machine makers due to Cnergen's distribution rights :)
1 hour · translate
Irelia has been accumulating between 0.20 to 0.235 from the past announcements.
1 hour · translate
No limit better than limit up :)
1 hour · translate
just my personal opinions in case if you are wondering why I seems happy with the qr loss, mil cookie. the overall revenue increased by 2.5% for q3fy26 vs q2fy26 while hdd/ssd segment increased by 4.2%. additionally, been following the mgmt's tone on hdd/ssd segment which I have copied and pasted here. I think its positive while revenue has started showing signs of recovery :) q1fy26 - In parallel, the Group has made steady progress in preparing for key technology transitions, including Heat-Assisted Magnetic Recording(HAMR), positioning the Group to support the next generation of high-capacity HDD solutions. q2fy26 - The upcoming Heat‑Assisted Magnetic Recording (HAMR) technology transition remains one of the Group’s key focus areas. Along side on going capacity expansion initiatives, the Group has intensified efforts to diversify its customer base and actively pursue higher-value accounts to broaden its revenue streams and improve profitability. q3fy26 - Revenue increased moderately by 3.4% year-on-year, mainly driven by growth in the SSD segment. The Group expects HDD revenue to improve in the coming quarters as discussions on price adjustments with the key customer is progressing positively, although the outcome and quantum of any adjustment remain subject to customers' acceptance. In addition, HDD revenue is expected to benefit from the anticipated ramp-up of orders for new platforms in the near future.
4 hours · translate
its back to Irelia's price range :)
4 hours · translate
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