Bee Chai

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未雨绸缪

尽量找寻长期价值投资股
现有大仓投资 :FPI,RCECAP,DNEX,KERJAYA,ECOWLD,CIMB,AIRPORT,GENM。
建仓中 :

Joined Sep 2018

Comments

HLIB Research Report, 18th Jan 2022
2 days · translate
We initiate coverage on DNeX with a highly convicted BUY recommendation and
TP of RM1.35/share based on sum-of-parts (SOP) valuation. We peg its
technology segment to a CY23F P/E of 25x, which is at a slight discount to its
global peers weighted average forward P/E of 26x. While we understand that
SilTerra is a relatively small player in this space and has a relatively promising
technology vs. its listed global peers, we believe that valuation is justified as we
are expecting SilTerra to grow faster than peers, with a growth of 28% (vs. a
weighted average of 23% for its global peers). At about 14x FY23F earnings in its
entirety, we believe that DNeX is a compelling case given its strong foothold in
both the semiconductor and energy spaces.
2 days · translate
有赚钱就卖了,现在已经不是疫苗的趋势,马来西亚接种疫苗已经有大概3千五百万剂,而且下来会以Az和Prizer为主,Pharma只代装sinovac,其他的都会直接进口,除非pharma有研发出自己的疫苗,将可能还有机会!
6 months · translate
哇!你的记性厉害,还记得哟,我还在股市,没有在这里了啦!
6 months · translate
突破再突破,恭喜大家巨赚啦(^o^)v
9 months · translate
嘻嘻嘻。。医药股趋势不在Liao,只是少赚点罢了,没关系啦,fpi, revenue再接再厉(^o^)
9 months · translate
哇!将多大咖,欢迎光临呀(^^)/
9 months · translate
林老板最近跟Vincent Tan学到了炒股功啦,频频出手买仙股。。比较欣赏以前的林老板,现在除了炒股套散户,对自家员工待遇也非常刻薄,还有这次的疫情asp起得最厉害的就是他们,这样的人,祝福你巨赚啊 (>ω<)
9 months · translate
今天早盘已经创下上市以来最高价位2.30 ^^
9 months · translate
今天早盘的量非常大,一个小时就大概600万了,而且2.2的支撑非常强,相信下午会有机会挺进 :D
9 months · translate
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