Accord Chiang

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Fame: 2
Joined Aug 2025

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Cy Lee, I agree. Oil price & LNG price up, no point if HIBISCS can't go up
3 days · translate
I have yet to see a Msian company rise back to original levels after a sudden plunge within a year, esp. with huge debts. Not when investors cant clearly see what is Zetrix's real business is & where is business growth coming from.

Zetrix could rise back to 40sen levels though, as its highly oversold & some have bought cheap tickets around 20sen waiting for quick profit.
3 days · translate
Yes, I think so too. I plan to average down at RM11. Stock oversold & future DY is high.
3 days · translate
Jinlongkeji, I'll continue holding for few years to recover. My price is RM16. Stock is highly oversold. Carlsbrg is still a solid company with no real competitors.
3 days · translate
Yes, 50sen + is a good entry opportunity. Hoping to reach my TP of 80sen. JFTECH's profits should follow the growth of semicon sector.
3 days · translate
R V, mind to explain why? Wouldn't a long term shareholder holding a block of shares stabilise share price?
2 weeks · translate
World Cup years normally are good for beer companies. This year is an exception.

HEIM could be more vulnerable than CARLSBRG, as HEIM's market is mainly Malaysia, where majority does not drink.

Despite that, both are oversold. Operating as duopoly, strong cash generating businesses deserve higher PE, perhaps >15.
3 weeks · translate
TENAGA is my long-term buy & hold stock. Data centres will use more electricity.
3 weeks · translate
Interesting that DUFU's customers, Seagate & WD reached all time high then dropped, while DUFU haven't reached all time high. One reason is RM strengthening agst USD will reduce DUFU's profits.

Will Dufu reach all time high soon? Or do investors need to wait many years later, when HAMR becomes more common? No idea it'll happen soon or later, but DUFU's best is yet to come.

SSD is about 18x more expensive than HDD now. HDD demand will be high, unless China ramps up production of SSDs. Although China companies make SSD, none can make HDD.

DUFU's risk is customer concentration & improvement in global memory shortage crisis. As DUFU has risen 60% since Jan 2026, a lower price entry is preferred for me.
3 weeks · translate
RM1.20 is an attractive price point from value investing perspective. On the other hand, I noticed Padini's clothes recently raised prices but quality isn't as great as before. Not sure other customers continue to buy Padini or not, with many online alternatives.
3 weeks · translate
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