mamak talk

  • Following

    0

  • Followers

    0


Fame: 14
No Bio yet.

Joined Nov 2020

Comments

June 2021
1 month · translate
明天等RSS做空的基金空到股价平盘一两天,就可以开始加码了。只是support price 是多少很难猜。。。
1 month · translate
最好的方法是用未来盈利。RM-0.94 = 赔了 8 quarter profit (赔了未来2年的净利)。。。严重程度好比,你月入RM5K, 现在中了Saman RM120K, 接下来两年就算想要派红包给父母也只能勉强凑合....
1 month · translate
如果你要用NTA 来算, 现在 NTA = 6 , price = 3, 赔了后 NTA =5, price = RM2.5? 。。。。 其实用NTA来算很不准,因为NTA包括不动产业升值,这些都是纸上的价值,除非把产业卖掉才会看得见。。。
1 month · translate
-RM0.94 代表接下来两年 (8个季度)的利润都赔了。。。接下来两年都很难给利息。。。这不是炸弹,是核弹。。。
1 month · translate
大概是RM3.16- RM0.94=RM2.22 左右吧。。。
1 month · translate
their market cap is only 9.5Billion.... settlement need to pay 2.8 billion... price now is RM3.16 per share, the settlement cost -RM0.94 per share... so fair price which can consider to enter now should be RM2.22 .. excluding the high possibility that next 2 years there will be no dividend (-RM0.94 = profits for the next two years is burnt)... may be around RM1.8-2.0 is a good support price.
1 month · translate
their market cap is only 9.5Billion.... settlement need to pay 2.8 billion... price now is RM3.16 per share, the settlement cost -RM0.94 per share... so fair price which can consider to enter now should be RM2.22 .. excluding the high possibility that next 2 years there will be no dividend (-RM0.94 = profits for the next two years burnt)... may be around RM1.8-2.0 is a good support price.
1 month · translate
用market cap 来比较只是用来比喻这次罚款的严重性。它不像其它的违章罚款草草解决。股价RM3.16 price per share, 赔款了-RM0.94 per share, 就代表合理考虑加码的价位应该是RM2.22...
1 month · translate
2.8B 罚款...不要乱来average down 加码...AMBANK只有9.5B market cap... 意思说市值的1/3 拿来赔款,而且还是现金... 分分钟会发生挤提... 我个人会等至少一个limit down股价少了1/3 才考虑...
1 month · translate
Load more