Glow in the Dark

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Joined May 2020

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Glow in the Dark replied to comment on CLOUDPT.
LGMS 老板上市初期也是offer for sale 而且lgms也获得日本mitsui垂青 请问这道理何在呢
9 months · translate
Glow in the Dark replied to comment on CLOUDPT.
都是infotec 最好最棒了噢 可惜啊 cloudpoint的老主顾都是来自业务稳健的银行界 我们只求稳 不求快 不求业绩突然暴跌就好了
9 months · translate
Glow in the Dark replied to comment on CLOUDPT.
maybe someone keep pressing price, as long as it does not break the support of 0.5, it is okay to keep.
9 months · translate
Glow in the Dark replied to comment on CLOUDPT.
我个人觉得cloudpt老板们觉得现在的估值过低，一直在0.5-0.52之间买。

Cloudpoint 简介
客户： 银行业
主要业务：数据中心（data centre networking)，网络安全 (cyber security) 和云端业务 (cloud infrastructure solutions), 预计需要一些时间获得license
各个业务复合增长率： cyber security in banking sector (CAGR 18%), cloud infrastructure service (CAGR 18%)

1.五家数码银行将于今年年尾将会开始运营,预计今年cloudpt的financial year将会进一步增长。
2. 现在的cloudpoint 还有很大的成长空间，基本的cagr为20%，有可能可以去得更高。
9 months · translate
Glow in the Dark commented on CEB.
小弟看到这家公司和nationgate是不同sector的。Nationgate是技术门槛比较高的，因为有30多条来自Vitrox的SMT生产线，主要负责PCBA (Printed Circuit Board Assembly)。NATIONGATE在马来西亚主要竞争对手为ATECH。CEB 是在PCBA后负责box build assembly, 可以说完全依赖人工。看过了prospectus后，可以发现NATIONGATE utilisation rate 为80%，而CEB除了电子香烟其他业务的utilisation rate只有30-40%,而且最新季度pos机和吸尘机业务也减少了，这也是我的忧虑之一。但是，2023Q2也会开始量产thermal energy device。想问大家的合理目标价为多少呢？
1 year · translate
Glow in the Dark replied to comment on OPPSTAR.
kirin core 不是华为芯片吗？
1 year · translate
Glow in the Dark commented on BETA.
After Infomina, PTRB and NationGate, Betamek is the next potential counter i will pick with high reward while low risk. Global automotive infotainment system is expected to grow at CAGR of around 8-10% for next few years. Besides, Perodua has annouced it will maximize production of 330k vehicle units and this will directly benefit Beta business. Thirdly, new Axia model will be launched on 14th of February and each of the Axia car models are adopting Beta infotainment system. I strongly believe that Beta's revenue and profit in 2023 will be historical high.
1 year · translate
Glow in the Dark commented on NATGATE.
maybe tdy red due to last friday annoucement of management sold their shares around 0.8-0.9
1 year · translate
Glow in the Dark replied to comment on NATGATE.
Conservatively, with a total number of shares of 2073M, and if the price stands at RM0.6, its market cap will be half of SKPRES market cap. If RM 1.2, it will surpass SKPRES
1 year · translate
Glow in the Dark commented on NATGATE.
Good, keep it up. Q3 FYE 2022 has surpassed FYE 2020 single year profit.
1 year · translate
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