HK Chong

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Joined Jun 2019

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HK Chong commented on DUFU.
Japanese media reported that Toshiba plans to invest approximately 60 billion yen to expand its HDD plant in the Philippines, aiming to double its hard drive capacity for AI data centers by the end of fiscal year 2027.
15 hours · translate
HK Chong commented on DUFU.
92m revenue, dufu is back :)
2 months · translate
HK Chong replied to comment on DUFU.
会不会是现金的外汇亏损？ cash flow 最后有一个 -7m+ 的 "effect of exchange rate"
1 year · translate
HK Chong replied to comment on HARTA.
0.35 cent should be correct, annual eps is 0.37 cent, so 0.35 cent is make sense
2 years · translate
HK Chong replied to comment on DUFU.
AI server使用SSD 比较合理，不然就会被disk IO拖慢运算。如果hdd要说和Ai 有关，应该是AI会加快数据的生成，影片/文件 etc，导致冷/较低性能储存需求增加
2 years · translate
HK Chong replied to comment on HARTA.
Check on Harta latest presentation slide. One of the operation margin compression factor is due to timing different in ASP adjustment, which is not mentioned in QR report. :)
https://hartalega.com.my/investor-relations/events-announcement/presentation/
2 years · translate
HK Chong replied to comment on HARTA.
财报要好好看，要看三遍，等了那么久才出 xD
2 years · translate
HK Chong replied to comment on HARTA.
3.71 了
2 years · translate
HK Chong replied to comment on HARTA.
必须喊了。。harta gogogo
2 years · translate
HK Chong replied to comment on DUFU.
based on past experience, dufu price movement based on their prospect given, not the result , but collect more if any chance it go low again :)
2 years · translate
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