zy hor

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Joined May 2025

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zy hor replied to comment on SOP.
https://youtu.be/98QKA5AduSU
watch the YouTube to understand SOP Q1 2026 result.
算是正餐的derivatives亏损。业绩主要都是卖美金，然后公司就大概做了40-50％的FX对冲未来几个月的应该得到的账款。而且也会有一些客户会买未来2-4个月的CPO shipment.卖了过后，CPO价格起了，所以就看起来Derivatives losses
还有对冲了美金兑换马币过后，马币又变弱了。只是刚巧吧
17 hours · translate
zy hor replied to comment on ARREIT.
and perhaps the management should consider selling those unoccupied or low occupancy rate buildings
10 months · translate
zy hor replied to comment on ARREIT.
not advisable to acquire assets that need to dilute shares (issuing new shares) when the shares is deeply discounted to NTA. So far still okay
10 months · translate
zy hor replied to comment on ARREIT.
how to get those info?
10 months · translate
zy hor replied to comment on ARREIT.
how do you know some companies accepted those offer?
10 months · translate
zy hor replied to comment on ARREIT.
what is the lease free period about?
11 months · translate
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