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KLSE奋战股市
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Joined Mar 2018
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Ideas
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KLSE奋战股市
replied to comment
on
PMCORP
.
A&W facing competitive,
2 months
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KLSE奋战股市
replied to comment
on
IGBREIT
.
每个月工钱闲钱累积就好了哈哈,时间到自然会
2 months
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KLSE奋战股市
replied to comment
on
IGBCR
.
Twreit的revenue 这样差,怎样比igbcr
2 months
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KLSE奋战股市
replied to comment
on
IGBREIT
.
那边太好赚了 ,不会卖也正常
2 months
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KLSE奋战股市
commented
on
COMCORP
.
why inventories so low and cash on hand can support total order book on hand projects?
3 months
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KLSE奋战股市
replied to comment
on
ARMADA
.
业绩不好应该预料的吧,毕竟都说明故障
3 months
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KLSE奋战股市
replied to comment
on
ARMADA
.
你看它2020开始到2023Q1的现金流,用去哪里,现在balance sheet情况,你就会有点自信。operating cash flow 再保持1billion ,那么接下来2就看管理层要怎样分配了,股息5%都只是占155m罢了假设如果管理层要给股息
3 months
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KLSE奋战股市
replied to comment
on
ARMADA
.
Armada现金流很强,balance sheet越来越好了
3 months
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KLSE奋战股市
replied to comment
on
DNEX
.
at least it still has a valuable company siltera, just why it takes so many months and months to mou with foxxconn about implement 12inch 晶片
3 months
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KLSE奋战股市
replied to comment
on
KERJAYA
.
大哥觉得armada如何,每年operating cash flow 最少保守1billion ,现在短期债务已经是656m ,现在在手是690m,之前几年很积极还债务,都是operating cash flow 1.xx billion 拿去还债,现在接下来如果要派发股息真的可以很多如果公司要,假设5%股息一年,都只是占公司每年operating cash flow 155m ,毕竟它是每年有1billion operating cash flow 假设业务和油价稳定
3 months
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