Alwyn Loo

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Fame: 30
Joined Mar 2024

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Taking the hit now could actually be positive in the longer run
2 days · translate
Overall, looks like a fairly steady quarter with decent operational growth, next target earnings stay stable then ok le
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Hopefully steel works and hermetic filter demand picks up, as these appear to be the main areas weighing on the results
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W pattern alrdy confirm bullish
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Few days more before dividend ex date
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Senheng’s wide retail network could really help it tap into the replacement demand if NEEAP 2.0 picks up
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700 million tonnes a year is no small market leh. Of course, execution and capex still need to be watched, but the underlying global demand story is definitely supportive
2 weeks · translate
The volume numbers will tell us quite a lot sia. If Zantat can keep growing volumes without sacrificing margins, then we may finally start seeing the earnings quality improve
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I think the creator-led model is the key here, if Oasis can turn social media creators into a consistent sales channel, they can reach consumers more directly
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Network coverage already quite impressive leh. Instead of building everything from scratch, HSS already has established relationships across multiple markets, which should give them a good foundation
2 weeks · translate
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