Shun Tee Lam's comments

Shun tee Lam replied to comment on GREATEC.

FY 2026, full year revenue expected 1.2B , boss said by end of 2026 can get 2B order book. 50% from DC. If margin 15-20% , sendiri kira eps. Sekian

1 week · translate

Shun tee Lam replied to comment on KGB.

1.92 B 订单历史新高。投行纷纷提高目标价。有一家给 9.05 目标价。竞标的订单大约 5B

1 week · translate

Shun tee Lam replied to comment on GREATEC.

看回上季度财报。order book RM 1B , 这季度订单 Rm 1.67. 很多资料财报已透露。年报也有彩蛋

1 week · translate

Shun tee Lam replied to comment on GREATEC.

已经开始交付了啊。季报都写了。
The increase in revenue was primarily driven by contributions from the new Data Centre sector

1 week · translate

Shun tee Lam replied to comment on WENTEL.

产能封顶了。等新厂贡献。刚刚进入某美国instrument maker 产业链。懂的都懂。只是老板低调没到处宣传。我没票。不过，这公司值得观察。

1 week · translate

Shun tee Lam replied to comment on GREATEC.

Yong Hao. 无需解释。大家各有各的操作方式。志趣相投就一起分享和研究。话不投机，就沉默是金。 KLSE screener 是怎样的地方，你又不是不知道。

1 week · translate

Shun tee Lam replied to comment on GREATEC.

懂的都懂。不懂的，说再多也不会懂。不需要解释。无需指教。

1 week · translate

Shun tee Lam replied to comment on GREATEC.

Be a trader 不会读财报？

1 week · translate

Shun tee Lam replied to comment on ISF.

业绩出炉了。营业额历史新高，盈利也历史新高，盈利数字看起来低因为有2.73 million listing expenses

2 weeks · translate

Shun tee Lam replied to comment on MPI.

Cheng, based on RHB analyst report, Carsem Thailand revenue target will exceed 200m by 2030 which is 4 times of current revenue, Thanks to Infineon capex and guidance.

4 weeks · translate

Shun Tee Lam

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