Kevin Tam

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倾向中期投资（2-3 年）和价值投资，喜欢找被低估的股票而不是追高。。
Joined Jan 2021

Comments

Kevin Tam replied to comment on SLVEST.
Among the top 20 holders, got EPF n other funds n institutions? Not many pledge their shares to get loans , only some of them …
18 hours · translate
Kevin Tam replied to comment on SLVEST.
Margin call? Dont make me laugh…
19 hours · translate
Kevin Tam commented on SLVEST.
RHB research 说市场反应过度，得确是反应过度，太阳能板因为竞争激烈，未来7-9 个月最多只是涨10-15%，对Solarvest 的业务/生意影响非常有限。。
1 day · translate
Kevin Tam commented on SLVEST.
After the heavy selling by the retail investors, this counter looks attractive. The rise of silver prices of past 5-7 months only has minimal impact toward the cost of their solar panels. Will go up to 2.90 n above in near future.
3 days · translate
Kevin Tam replied to comment on SLVEST.
Mr Market read this counter wrongly , as usual, retail investors felt panic then selling … below 2.50 is good price to collect..
3 days · translate
Kevin Tam replied to comment on PADINI.
I noticed their Chinese new year clothes r kind of less attractive…designs have lot of rooms to improve ..
4 days · translate
Kevin Tam replied to comment on 99SMART.
Mr Market in Malaysia is half blind n 60% of the retail investors are speculators.. Even 99 mart at 3.20-3.40 is too rich valuation, but they push it up to 3.90-3.98…
4 days · translate
Kevin Tam replied to comment on SLVEST.
变数不会太大，因为光伏产品在中国的竞争很激烈，就算是银价大涨，AI 大模型分析接下来6-7 个月的产品价也不会涨太多（15-20% 左右），而且他们的大制造厂已经研发用更少银来制造光伏/太阳板产品。。大马股票市场可以让这个势头猛的企业从3.00-3.10跌到2.25，有点吃惊。。
4 days · translate
Kevin Tam replied to comment on SLVEST.
Market read this trend wrongly, interesting..
4 days · translate
Kevin Tam replied to comment on PMETAL.
散户会买Pmetal基本上风险不高，还能。。追高是70%散户常做的事。
5 days · translate
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