DC TY

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Joined Jan 2020

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erm....跟at碰上关系的股我是直接从watchlist删除的。如果你要投机当然是有机会的,不过投资的机会就没有了,现在入场就是把命交给这些左手转右手的人决定你的命运。
1 week · translate
很考验管理层控制现金流的能力,尤其是lss4的资本开销很大,虽然下个季度有pp的一笔钱,不过要是越南的发电厂不给dividend,或者dividend给的不够多钱没办法转成现金流,短期资金压力相当大
2 weeks · translate
这个烧钱速度,看样子又要pp了,下一个cypark?账面赚钱却无法转换成现金流,这样的状况很难让投资者给予更高的估值。
2 weeks · translate
Prospect is good but result is soso, PEG ratio doesn't look good if company cant maintain 30% growth rate, perhaps this is just a temporary bad result due to lock down
2 weeks · translate
for aerospace sam is the local largest one in term of revenue, similar peer in Malaysia include kobay, UMS SG, JHM, ,UMW aerospace but most of the time they cooperate with each other rather than compete with each other
3 weeks · translate
这个庄家会玩。。。。。。。
3 weeks · translate
No wrong, u can check back past Q1(april to june) result yourself
3 weeks · translate
1m order book, ok la, at least we know management is doing something rather than no news at all. Just put in fridge and wait for few year then make it hot again.
3 weeks · translate
In near future, management just need to make sure aerospace segment can successfully recover and make a turn over, then we can expect a drasmatically grow in bottom lime. Just like what the management mention we can see the light at the end of tunnel.
3 weeks · translate
If you feel dissapointed with this result mean u dun understand SAM ’s business and all you care about is just the share price. Normally Q1 equipment revenue is seasonally low as most of the product already delivery in Q4, Q1 just receive the order and just starting ramp up the production in order to make sure timely delivery in Q2. Year end thailand new plant will start its mass production for equipment segment, the phase 1 new plant is around 1/4 size of Malaysia plant. Phase1+2 is 2/3 size.
3 weeks · translate
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