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Kelvin Tan
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CFA charterholder. Value based investor employing basic price action.
Joined Oct 2018
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Kelvin Tan replied to comment on FAST.
4 years
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concern about Delta Plus is that the K417N mutation is also found in the Beta variant, which was first detected in South Africa. There is evidence that suggests the Beta variant could be partially resistant to vaccines based on the original pandemic virus, and to immunity gained from previous Covid infection.
i dont have GEN but i do have Genting Singapore and tripadvisor. both are suffering big losses today due to the delta plus variant which is way more contagious and the vaccines does not seem to work well. its causing sharp rise in cases in UK where the vaccination rate is already high.
both profitability and dividends have peaked and is dropping in latest quarter
over 6 billion contracts received in 2 months. luckily is signed with singapore companies otherwise i will be sceptical.
why buy this in the first place? did it have a good prospect? cos the financials really sux
then u better dont invest in msia. i have 80% of my investments in US China
would be great if it can be the next focus. going up to crazy heights
2 directors hold 60% stake. top 10 hold 70%. For a conspiracy theory to be true, there must be a potential impact. Did some banker goreng the stock price to rm6? Nope. Nobody goreng this counter at all. Then whats the purpose of beautifying accounts if does not make the directors rich? None. Then the other theory is that, the directors are just focused on the business, and ignored the stock price movement. As such, i am comfortable investing in this company.
tough times now. of course all debtors want a longer repayment period. as long as they are collecting cash, even if its slow, its already a big improvement.
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