Barry Allen's comment on POHKONG. All Comments

Barry Allen
1 Like · Reply
7 cent eps, 1.60 NTA. Why still stuck at 0.70 ?
Value investing seem good here!
Barry Allen
Slow show? ?
Like · 1 year · translate
cheng
Thanks for the sharing, barry allen. Possible to share why show is coming soon? Is it driven by the IBs optimism on PohKong?
Like · 1 year · translate
Barry Allen
Year end, cny, high gold price triggers action
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cheng
Thanks for the sharing, Barry Allen. Looking forward to its Q1FY23 report.
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cheng
Decided to buy some today after going through its annual report. Joined as a small shareholders :)
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cheng
looking forward to its report. Perfect storm brewing for tech stocks and will PohKong be the perfect shelter in coming months?
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cheng
Congrats, Barry Allen. Great results despite a seasonally low quarter. Performance is even better than pre-covid Q1FY2020 :)
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Barry Allen
Yes, cheng. Gold and silver been rising handsomely too! Looking forward for a CNY rally :)
Like · 1 year · translate
cheng
Sounds good, Barry Allen. If I may - (1) Internal factors - Q2 is seasonally higher :) Q1 which is seasonally lower reported impressive results and inventories level looks good, cost can be transferred to customer which means its a net net profit when gold price is higher, top 30 shareholders holding their positions tightly and increasing their shareholding (2) External factors - You are right that gold and silver are rising due to weakness in Nasdaq tech stocks (anticipation of recession at the back of interest rates hikes to counter inflation, rebalancing of semiconductor global supply chain moving to US and Europe) and weakness in USD dollar; perfect storm for tech stocks if you will.
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1 Like · 1 year · translate
cheng
Looking really good for external factors - China covid easing which will help to drive increase in demand, dollar weakening and seems to me that Mr. Market is waiting for confirmation from US economic indicators to be released by end of the week that will further cause volatility to gold price; towards the high side :)
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Time and Space
thanks Cheng for sharing.
I leave a footprint here just for learning
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cheng
You are welcome, Time and Space
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cheng
Almost there; to reflect where it should be intrinsically :)
1 Like · 1 year · translate
Time and Space
Not bad Cheng, technically today very nice. What a good sign to kick start 2023.
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cheng
Thanks, Time and Space. It is indeed one of the few assets that provides shelter for the perfect storm :)
1 Like · 1 year · translate
Barry Allen
Slowly... no hurry, theres still weeks to cny
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cheng
Thanks PohKong for providing shelter from the storm since the end of last year :)
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cheng
Congrats to all long term shareholders :) It has been a great shelter and worthwhile wait for the storm to pass through. This will be my last update/comment for PohKong as the storm has been downgraded to become "tropical storm which typically hits in May" in my personal opinion :)
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Like · 1 year · translate
Barry Allen
Enjoy the ride ! Thanks, and congrats to you too, Cheng !
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Yann Tan
Cheng ,may I know Your Tp is how much ?
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cheng
Thanks, Barry :) Hi Yann Tan, I do not provide TP as only IBs are the ones that can do so. Specifically for my own position in PohKong - I am happy with slightly more than 25% gains given the perfect storm that I saw brewing end of last year. My initial objective was to look for a shelter based on what was brewing back then. Now that the storm has been downgraded, the initial objective is no longer there and hence, decided to exit. These are purely my personal opinions and could be wrong. PohKong may or may not go higher depending on the market force.
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Like · 1 year · translate
Barry Allen
cross la rm1
Like · 11 months · translate
Amos ooi Chin Han
Hopefully break 1
Like · 11 months · translate