Max Lau

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Fame: 527
Currently holding, in desending capital value:
YTLREIT
CLOUDPT
MYEG
MBSB
SCICOM
Joined Jun 2018

Comments

Max Lau replied to comment on ZETRIX.
说了那么多，总结一句：搞明白development cost就可以了
1 week · translate
Max Lau replied to comment on ZETRIX.
commercial Blockchain 看到revenue的同时，由于development cost存在，不知道塞了多少operation expenses在里面，算不到是在赚钱还是还在亏钱
1 week · translate
Max Lau replied to comment on ZETRIX.
其实commercial Blockchain 已经看到revenue, mydigitalD的gas fees已经有反映出来，等银行强制用mydigitalID来login的时候，希望会看到fcf和development cost交叉，那是我目前一直在留意的讯号。
现在zetrix最大的优点在于，它不需要牵涉如MydigitalID SaaS开发,它只需要提供blockchain服务。凡是要在Blockchain 做communication 的大马superapp都要交过路费就够了
1 week · translate
Max Lau replied to comment on ZETRIX.
是的，哪一天development cost没有公布明确的justification 或没有大量的ammortization,它就可以继续让opex堆进development cost让profit margin看起来超赞。另一个情况就是和capitalA的飞机业务操作一样逻辑，把这些AI和blockchain产权以及R&D的开销和digital asset放去nasdaq ipo。
1 week · translate
Max Lau replied to comment on ZETRIX.
我没有admiral对它会爆那么信誓旦旦和你说好不好。我对development cost持有怀疑态度，可是我在其他数据看到我要看到的走势。这些数据正在告诉我，development cost 的爆量是justifiable的
1 week · translate
Max Lau replied to comment on ZETRIX.
有可能你没有深入了解什么是development cost和digital asset.想知道会不会爆，留意development cost, operating cash flow investment caah flow和fcf走向，是不是就要交叉了
1 week · translate
Max Lau replied to comment on CLOUDPT.
哈哈，起的时候才说话。跌的时候买到我都怀疑是不是看错什么
9 months · translate
Max Lau replied to comment on ZETRIX.
if dont understand, means against your reason to hold, if upon review your reason and nothing is wrong, buy/ top up. stock can react fast, but doesn't mean the reaction is correct
11 months · translate
Max Lau replied to comment on ZETRIX.
tak mau fikir susah2, lagi rendah dari 0.9, beli; lagi tinggi dari 0.9, jual. buat mcm ni, kamu dah untung berapa kali dah.
11 months · translate
Max Lau replied to comment on ZETRIX.
the details are in the announcements, read it. it's a straightforward answer.
1 year · translate
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