cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

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cheng replied to comment on NATGATE.
Ooh ok. I thought it's already known that the server segment is considered gg.com from Q1FY26 results itself; total collapse of revenue from SG geo. The hope for revival sits with the photonics (datacom/networking) and Valeo (automotive). Probably higher margin from photonics instead of server. After all, mgmt quoted higher costs of key components in the data computing segment, coupled with pricing pressure arising from competitive market conditions in the annual report.
9 hours · translate
cheng replied to comment on CNERGEN.
The good thing with Cnergen's report is the transparency in terms of orderbook, Nick. It allows shareholders to monitor the progress qtrly. As for the business, it is in a niche industry and advanced packaging will drive newer/enhanced capability for SMT machines/integration. Let's not forget the potential of teradyne's inline tester / ODM segment. One qtr at a time.
10 hours · translate
cheng replied to comment on NATGATE.
That's right, Adama. It seems that cohr mfg volume did not increase substantially by looking at the revenue figures. POET is still under qualification perhaps. Market price has run ahead of what the numbers showing. Basically, pricing in confirmed ramp up of photonics, volume and margin expansion?
10 hours · translate
cheng replied to comment on PARKSON.
Thanks for sharing. I thought you are investing in steel industry / building materials.
11 hours · translate
cheng replied to comment on SFPTECH.
Boss monitoring this chat probably? Our discussion here 2 months ago pointing to min 8mil qtrly profit to justify higher prices and the trend 2 months ago potentially showing 6mil range profit :) unable to produce min 8mil unfortunately which is understandable given the expiry of pioneer status.
11 hours · translate
cheng replied to comment on SKPRES.
q1fy27 green qr will be a positive surprise, ottaway. current price pricing in continuous qr loss. q2fy27 and q3fy27 probability of a green qr will be higher due to commencement of key customer orders and new accessories model production commencement; signs of recovery if you will.
21 hours · translate
cheng replied to comment on PARKSON.
ooh ok. steel stocks are for those with nerves of steel :)
21 hours · translate
cheng replied to comment on NATGATE.
premium price. looks like correction incoming to adjust for the worsening concentration.
Yesterday · translate
cheng replied to comment on PARKSON.
lets continue to surge next week?
Yesterday · translate
cheng replied to comment on NATGATE.
Haven't check the details yet but looks like price runs ahead of earnings.
Yesterday · translate
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