Jason Ngu

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置死地而后生
No news is good news
No bad news is good news

Joined Aug 2021

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具體操作指南:
​穩健核心資產(底倉):配置 TimeCom (5031)
目前 TimeCom 的股價在 6.20 – 6.30 令吉 附近震盪,P/E 雖略高(約 25 倍),但考慮到其對光纖網絡的絕對壟斷、以及 AIMS 數據中心資產在東南亞的重估價值,再配合大幅調高的 50%–75% 分紅承諾,它是您投資組合裡無懼市場調整的「定海神針」。
4 days · translate
迷人的一點: 它的現金流極其恐怖。董事會剛修訂了股息政策,承諾將 50%–75% 的淨利分紅給股東,近年(如2025/2026年)頻頻在常規股息外加碼**「特別股息」**。
4 days · translate
This is very fresh news — today's date actually. Here's what it means:
What is a "Free Zone"?
A Free Zone (FZ) is a designated area where goods can be imported, handled, manufactured, or exported with minimal or zero customs duties and taxes. Think of it as a special economic enclave within a port where normal import/export tariffs are suspended to attract investment and boost trade.
What just happened at Samalaju?
The Free Zone application for Samalaju Port was approved by Malaysia's Ministry o
1 week · translate
No wonder Time Share price up because of the Data center optimism.

As data center development in Malaysia is still in it's early stages,analysts said the sector could also support companies involved in related infrastructure, such as server imports, fibre connectivity, utilities and Industrial services.

This could point to firms such as telecommunications and fibre network operators
2 weeks · translate
没有铁粉,那就意味离低部不远了,因有铁粉已被磨成煙了。。
1 month · translate
可憐的Padini,不知被谁看上了。Icap 被拖后腿
1 month · translate
padini - die
sam-die
krono-die
AirAsia -die
parkson-die

HIBISCUS -up a bit still can't cover cost
Kgb-only this one quite ok
1 month · translate
can share the details?
2 months · translate
he abandons the sinking ship
3 months · translate
highly geared co
3 months · translate
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