Gabriel Khoo

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Rare value investors in Malaysia. The real value investors will only build wealth not losing wealth
Joined Dec 2017

Comments

Gabriel Khoo replied to comment on MPI.
要在中国大力扩张 跌的痛是必然 中国的竞争是很激烈的 现在 在中国demand 跌不是很多 但是MPI 在asia的跌的幅度已经超越了 还有OSAT现在面临的不只是需求问题 要交流就聊多一点 就算2年后sales回到2年前 但是盈利不可能了 3 4 年后也许 MPI大力投资 在capex不完全是在sic + gan 他们过去的投资都是已量为主 和 什么都要参与 技术 其实没有 在osat top 5 /10里 有的是revenue 在top 10. inari 是全世界osat advanced sip top 10. 要知道 osat 看的是 packaging技术 不是看行业 因为你有技术就什么行业都可以.
4 months · translate
Gabriel Khoo replied to comment on D&O.
high demand but very competitive. more capacity is ready in 2024 margin will normalize
6 months · translate
Gabriel Khoo replied to comment on ARMADA.
friday for qr
7 months · translate
Gabriel Khoo commented on ARMADA.
Offshore Energy
Bumi Armada FPSO to cut carbon emissions with AI technology
1 day ago
10 months · translate
Gabriel Khoo replied to comment on KGB.
infin.......la
1 year · translate
Gabriel Khoo replied to comment on SOP.
SOP labor shortage about 30 to 35% in 2021. but their FFB did not drop alot? do you know why? couple with high asp and good refinery margin for downstream. as a result they able to beat the market expection.
1 year · translate
Gabriel Khoo replied to comment on ARMADA.
retailers reduced...looking forward
1 year · translate
Gabriel Khoo replied to comment on ARMADA.
from annual report 2022
1 year · translate
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