Marco Loke

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Joined Sep 2020

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@ Jun Lee 我看你又看错CFM了
1 year · translate
@ Jun Lee CFM xD
1 year · translate
随着时间的过去 现在这个高利率环境将会影响整个全面经济的成长
一旦央行在那个时候有释放以为鸽派的步伐 我相信股市会有个新的故事!

祝你,刘俊兴投资顺利!
1 year · translate
科技股们最独特的地方是高成长比起其他行业 也具有高现金和少债务

虽然最近看到tsm被砍单与美光下调成长预期目标 客户们拥有太多库存而减少订单的情况
但我相信他们拥有很强的业务的恢复能力 只是需要花一些时间等他们罢了
1 year · translate
硬着陆的加息途径必定对高成长的科技股会带来估值的打压的 美债利率最直接反映这点 但我注意美债近期的下跌开始有买盘进来买美债来增加无风险收益的资产来抗击可能发生的经济衰退
1 year · translate
看美债利率。 。。
1 year · translate
I hope that someone can give me a better guidance in this.
1 year · translate
By looking into SAM and SFP financials, it is encouraging that SAM do it by their own to elevate their margin.
1 year · translate
I would like to ask some questions here.

They are managed to contribute more from their largest client, SAM past 4 years. Why SAM not to fabricate the precision components and assemble into finished products by their own since they are in the same industry?

Will SAM continue to give business to them in future if demand cycle ends? SFP may be a temporary subcontractor if no business given in future.
1 year · translate
Some has revised down their earnings and lowered their target price given.
1 year · translate
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