Ke Jing's comment on CENSOF. All Comments

Ke Jing
5 Like · Reply
seems positive to GST News
cheng
bought the first batch and joined as small shareholders
1 Like · 3 months · translate
Nick Chung
good price to start now ..
Like · 3 months · translate
太子
U see see, u all said wanna entry
Bad boy directly don’t fry liao
Press down wash u all scared
Like · 3 months · translate
cheng
Lol, 太子. Thank you to Mr Market and the quotation is well appreciated :) I am still hoping to have batches below 0.20, Nick.
Like · 3 months · translate
太子
Cheng
I hope smetric dan opensys can drop 10sen more
Let me collect many first
Like · 3 months · translate
cheng
drop 10 cents? These are not the same type of ACE counters that went limit down / sell down recently :) however, such negative sentiments should be welcomed warmly as it provides an opportunity to add stocks that you like :)
Like · 3 months · translate
太子
Yes 10cent
Like smetric yesterday 0.135 drop more 10sen already 0.125

If there is nothing big problem, good fundamentals company hard drop too much already
Like · 3 months · translate
Nick Chung
looks like ur emotions being affected by market,I believe most people sold and cash out waiting for. ' cheap' market
Like · 3 months · translate
太子
Nonono nick
Yesterday I got buy in a lot
Opensys, Plab, Smetric scgbhd
Like · 3 months · translate
cheng
That's a good mix of main board and ace counters, 太子. Opensys - riding on higher capex by banking, more machines entering into maintenance, Maybank project contribution to kick in beginning Q1'24, new revenue stream. Plabs - something is brewing from the corporate actions perspective. Could be seeing a new owner if total shareholdings of the new substantial shareholder exceeding 8%. Smetric - solid recovery with growth in PKI and Centagate. No reason to fall back into losses due to sign of recurring revenue. Either way, upcoming Q4 results shall serve as the confirmation that the last two quarters performance are indeed contributed by enterprise clients. As shared before, there is only one element in the balance sheet that I dislike since day one - the SGA spending :) Nevertheless, all is well as long as its making profits and generating cash at the end of each quarter. Similar strength in its balance sheet was priced at 25 cents previously during IPO :)
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1 Like · 3 months · translate
cheng
Looks like Q3'FY24 will be released today?
Like · 2 months · translate
cheng
Thanks, Nick. Here comes the opportunity for companies involved in the e-invoice system :) 4000 companies in phase 1 starting June of this year.
Like · 2 months · translate
Nick Chung
The SDK been delayed for almost 2 months , hopefully software developers will make it on time
Like · 2 months · translate
Nick Chung
qr not bad , adb did well too , left Ifca QR
2 Like · 1 month · translate
cheng
Thanks, Nick. The contracts it received last year should provide earnings visibility for FY2024 and stretching into FY2025
Like · 1 month · translate
chong cs
drop like no tomorrow
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cheng
time to wake up?
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太子
Censof
GOGOGO it’s your time to show
2 Like · 1 month · translate
cheng
stretching. will be nice to break above 0.255 to be considered awaken
Like · 1 month · translate
cheng
will you break above 0.255? waiting patiently :)
Like · 1 month · translate
Nick Chung
sure will break, ADB taking the lead atm..
1 Like · 1 month · translate
cheng
Not really, Nick :) In fact, Censof, Adb and Ifca moved in tandem ~ 16% from recent low. All shareholders for these 3 stocks are making money and its a good thing.
Like · 1 month · translate
Nick Chung
sure anything will do :) , started selling my powerwell and focus on software stocks ..
Like · 1 month · translate
cheng
seems to be a thematic movement for these 3 now :) hopefully value will kicks in too :)
2 Like · 1 month · translate
Nick Chung
yup thematic first then value, right now no one knows how much they will earn
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Nick Chung
taikor went up 30% , lil brother coming soon
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cheng
nice. pe 30 for censof is good enough :)
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太子
If can up 30%
I think I will smile while sleeping
Hehehhe
Like · 1 month · translate
Nick Chung
actually censof ERP contribution not much .. so 0.35 is good enough already
Like · 1 month · translate
cheng
censof's subsidiary - Netsense, is the one providing the ERP solutions; cloud based ERP solutions, SaaS if you will. FMS-G and FMS-C segment includes ERP solutions. These two are the top two segments in its reporting :)
Like · 1 month · translate
Nick Chung
yes I meant on premise...
Like · 1 month · translate
cheng
ok. continue to observe the theme in play.
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cheng
defended well today. looking for counter attack to break 255
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Nick Chung
wash wash wash ..
Like · 1 month · translate
cheng
defend first until the sentiment reaches the peak :)
Like · 1 month · translate
chong cs
no tomorrow
2 Like · 1 month · translate
Mohd Alif Jahidi
looks like ur emotions being affected by market,I believe most people sold and cash out waiting for. ' cheap' market
Like · 1 month · translate
Tore
@alif. maybe People given up on censof ? what is Yr target price ?
Like · 1 month · translate
Simon Chong
target price 0.35
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Tore
@ simon, my target price above 0.50 lol.
Like · 1 month · translate
Nick Chung
to go 0.5 need to have revenue and profit like 2021 but I think hard . max it could go should be 0.35-0.4 with e invoice implementation
Like · 1 month · translate
cheng
one step at a time :) will be nice to go above 0.255 first.
Like · 1 month · translate
Simon Chong
stable at 0.255 first . Wait the time
Like · 1 month · translate
cheng
Goal!!! :) Lol, no pun intended.
Like · 1 month · translate
cheng
Censof won the match and qualified for the knockout stage :) Earnings visibility from FMS-G segment shall be the anchor and provide the support throughout FY2024
Like · 1 month · translate
cheng
it's just 0.26 and not 0.62, Nick. If it is 0.62 by May, I will sell it then :) Else, will just sit through it unless there are negative changes to it's fundamentals.
Like · 1 month · translate
cw yeo
i wait for 80sen to 1.00
Like · 1 month · translate
cw yeo
provided they secure more big contracts
Like · 1 month · translate
sheh
加油censof。。。。。
1 Like · 1 month · translate
cheng
The current contracts on hands from the fms-g segment (order book and recurring maintenance contracts) provides earnings visibility stretching into FY2025, cw yeo. Agreed with you that the potential can be huge if Censof continues to secure contracts from the fms-g and fms-c segment.
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Like · 1 month · translate
cw yeo
They have established positive connections and strong rapport with various government agencies. So will be a strong plus factor
Like · 1 month · translate
cheng
slowly but surely :) towards the 3rd floor
Like · 4 weeks · translate
sheh
慢慢爬。是好事。。。。加油
Like · 4 weeks · translate
cheng
thanks to short term, long term, day traders providing the much needed liquidity, sheh.
Like · 4 weeks · translate
Nick Chung
3 heavenly kings...
Like · 4 weeks · translate
cheng
manage it well, Nick. No financial baggage / leakages so far.
Like · 4 weeks · translate
sheh
censof 是我以前的爱股之一。还有一个最近也不错哦。
Like · 4 weeks · translate
Lee Kit Wah
been holding this stock like forever. i think the operator in this stock is garbage
Like · 4 weeks · translate
Lee Kit Wah
there is good numbers and shareholders were left to? reel from this poor price pissing action. i shall name this operator: king of wasting time
Like · 4 weeks · translate
Lee Kit Wah
and if you wonder why they are wasting time. oh hey please take a look at the past when fundamentals actually supports higher growth momentum. what did they do? shoot it down like a bird
Like · 4 weeks · translate
Lee Kit Wah
i truly wonder if the boss gets pissed because some incompetent bugger operate this stock like street vendor
Like · 4 weeks · translate
Lee Kit Wah
rubbish. more like someone is taking advantage of naive traders and investors in the market.
Like · 4 weeks · translate
Lee Kit Wah
i bought 158k of it, so you are saying i am impatient? holding for years = impatient? maybe more like operator = king of wasting time and incompetent at their job.
Like · 4 weeks · translate
Lee Kit Wah
nah. money is money. i don't reason well when i have given it sufficient time to run its course. this to me is simply unacceptable
Like · 4 weeks · translate
cheng
It can be frustrating indeed, lee kit wah. I waited for months hoping to initiate position below 20 cents but did not get it. Ended up buying at 225-230. Personally, I do not think its a good idea to give up if your average price is at lower twenties. Its in net cash position (cash eq - current liabilities), current orderbook and recurring maintenance contracts providing earnings visibility beyond FY2024, relatively cheap comparing to its peers.
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Like · 4 weeks · translate
Lee Kit Wah
as much as i like your presence, i don't think it's logical to anticipate any lower when you are positive on the fundamental of the company. it just doesn't make sense or it doesn't tally at all. which brings us to the main focal point: wasting time.
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Like · 4 weeks · translate
cheng
Its just the plan to start at PE15 ~ 0.18 cents. However, Mr. Market is not willing to provide the quotes. So, ended up buying at PE20 :)
Like · 4 weeks · translate
Lee Kit Wah
that will only happen if there is a market crash. again, very illogical to program at current market pace. anticipation doesn't match the reality
Like · 4 weeks · translate
cheng
Market is inefficient for multiple reasons; actual price not reflecting the underlying fundamentals / fair value. And, as a long term investor, its always nice to buy in when market is inefficient and hope for market to be efficient some day. Valuation does not matter until it matters most and stocks that are hated will tripled tomorrow within the context of value investing.
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Like · 4 weeks · translate
Lee Kit Wah
good if you tell this to layman, not me. sound convincing until someone has got 3x the knowledge. now i know someone is mismanaging the money all these years.
Like · 4 weeks · translate
cheng
All is well :) Glad to know that you have lots of experience and thanks for sharing.
Like · 4 weeks · translate
Lee Kit Wah
whether an adjudicator or not, good luck because you sure need more when it comes to comp time :)
Like · 4 weeks · translate
cw yeo
in the near term, i think 0.30 should be achieveble....anyhow I am holding for long
Like · 4 weeks · translate
cheng
towards the 3rd floor :)
1 Like · 3 weeks · translate
sheh
0.275突破 52周新高。加油慢慢爬到三毛以上
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Bryan Ang
还在开斋 没有力冲
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cheng
ifca not in the list of solutions provider, Nick. This will be a surprise for Ifca shareholders?
Like · 3 weeks · translate
Nick Chung
the list will go on until before launching I think, atm most of them still processing and submitting application
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cheng
hmm. ifca not in the list could also mean they will not be providing the e-invoice solutions.
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Nick Chung
maybe , so now left 2 kings only adb and censof
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cheng
and also non listed companies.
Like · 3 weeks · translate
cheng
Infotec? definitely not. KLSE Infotec is actually Infoline Tec and not the Infotech Singapore or other "Infotech" company. The background of this company is complicated starting from its CEO. You can connect the dots if you were to follow the trail from the IPO prospectus :)
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Like · 3 weeks · translate
Nick Chung
the one I saw is infotech haha , I didn't study about infotec so yea , but still infotech not in the list too
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Nick Chung
the software I'm using is SQL also not in the list ..
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cheng
Lol, ok. Info-tech Singapore will probably be the supplier for one of the local companies in the list, Nick :) Thats how it works in many of the companies in Malaysia - trading companies :)
Like · 2 weeks · translate
cheng
3rd floor incoming please?
4 Like · 1 day · translate
Nick Chung
yes coming soon...
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cw yeo
may be more contracts secured?!
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cheng
enjoy the recent volatility until it lasts :)
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sheh
加油censof。。。。。
Like · Yesterday · translate
cw yeo
go gp go 0.30
Like · 22 hours · translate
sheh
加油 285了。。。。。
Like · 20 hours · translate
I lub u Shirley Ng
Like · 20 hours · translate
tq operator! I take popit first cos later Shirley Ng sure ask me buy bag for her
Like · 19 hours · translate
cheng
congrats everyone :)
Like · 16 hours · translate
sold 275 take popit
Like · 14 hours · translate
sheh
恭喜哦。。。censof加油。。。。。。。
Like · 13 hours · translate
Shirley Ng what bag u wan tonight?
Like · 13 hours · translate