Joun Yong Lau

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Joined May 2020

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KLCI index no.1 gainer this year. Even win YTL Power.
2 weeks · translate
Nationgate family business. Packaging for solar and E&E. Although small business for them now. Maybe later on can use to ship data center GPU racks since Blackwell chip so heavy? Haha.
2 weeks · translate
Which logistic company is the boss eyeing to buy? Merger and acquisition to increase sales?
2 weeks · translate
已近靠近很久了,接着观察看
2 weeks · translate
No news. Just basic valuation. Earnings growth like this, market can easily gv it's PE match Maybank/PBB. Then it may reach RM9.
1 month · translate
Net profit前年起26%+, 去年起29%+, 今年预计成长至少8.5%。净利年均超过8%增速都已经具备成长股特质。所以价值股飙到像成长股不是没有理由。而且PE还在合理的范围内。
1 month · translate
Today news also say foreign investor buying Malaysian banks
2 months · translate
Can scroll back March news. That time foreign funds alrdy increase CIMB stake from 20% to 30% only within Q1. I guess they continue top up. Now stake might be much more. That's why price steadily grow.
2 months · translate
老板卖股,套现2个亿?
2 months · translate
2020 Nov buy, dy 14.3%. 169% capital gain. Hope got another share like CIMB in my lifetime. Stable business, suitable for parking funds.
2 months · translate
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