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 GENTING.
q3 will be more important for GenS as jul and aug are seasonally high months for tourist arrival. as for Gent, best is to wait for LKT to deliver results first instead of buying the prospects to avoid disappointment :)
22 minutes · translate
cheng replied to comment on GENTING.
it was the most hated stock in klse when it continued to retrace but love is in the air when it is going up. Lol, no pun intended. Is it a dead cat bounce or something else is brewing? we will know by end of the month
2 hours · translate
cheng replied to comment on CNERGEN.
heavy blockade at 0.700. need mil cookie and nick's charm to break it :) Else, gap up like MI after report out?
3 hours · translate
cheng replied to comment on ATECH.
different products/services compared to nationgate. nationgate is driven by prospect of its optical/silicon photonics segment; datacom if you will. Atech is worth monitoring given its clean balance sheet. EMS with clean balance sheet can survive short term disruptions :)
3 hours · translate
cheng replied to comment on PARKSON.
PRG report out next week and PRA should be this week then - The board of directors (the “Board”) of Parkson Retail Group Limited (the “Company”, and together with its subsidiaries, joint venture and associated companies, the “Group”) hereby announces that a meeting of the Board of the Company will be held on Thursday, 20 August 2026 for the purposes of, among other things, considering and approving the unaudited consolidated interim results of the Group for the six months ended 30 June 2026 and its publication and transacting any other business.
6 hours · translate
cheng replied to comment on QES.
only the boss can complete the rounding turn/bottom to mid of 7th floor by delivering the machines timely and securing the manufacturing agreement with Raytech. Else, it will stay at 6th floor until then.
6 hours · translate
cheng replied to comment on SKPRES.
EMS/industrial counters moving strongly recently. Atech moved recently. Will skpres which has clean balance sheet like Atech follow suit?
7 hours · translate
cheng replied to comment on AGMO.
spot on, sheldon. the uptake on AI solutions is still at the infant stage for SMEs/banks/industry in Malaysia. Huge potential for Agmo. Btw, Agmo is also Malaysia’s largest homegrown Claude AI team, backed by a team of Claude Certified Architects. AgmoClaude helps Malaysian organisations adopt, run, and scale Claude AI with local support, local billing, and architecture you can trust.
9 hours · translate
cheng replied to comment on CNERGEN.
hello mil cookie. I thought it will be at 7th floor before the report is out :) nevertheless, looking forward to it and wondering how much is the smt integration orderbook - will be really strong if it is higher than 45mil
9 hours · translate
cheng replied to comment on QES.
towards fair value of mid of sixth floor :) 7th floor needs substantial mfg orderbook; higher than 35mil as of Q1FY26. Better still, recurring revenue from medtech.
Yesterday · translate
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