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Ds Teoh
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Ds Teoh replied to comment on SKYECHIP.
14 hours
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之前唱多“双雄”sunway suncon,suncon爆出丑闻后,又跑回来唱多去年每天被你说成“双熊”的ytl,见风使舵。主力在2.40-2.50 洗盘出warrant,放利多拉volumn出货,你还5.00,4.50 ,我也是服了。建议你就少留言,少伤害。
1.80 buy,1.98 sold. 3 days 10%. By the way, 买就死 still kept whining every single day and did nothing, this is what we call pathetic.
毛利率(GPM)连续两个季度保持在13%,大概率因为订单很多开始涨价。今年2025财政年Ebitda应该可以做到200m,净利率(NPM)继续保持在7%以上,目标上看100m,Eps 12-13cents,目前的股价1.30就是低点,15 xpe 中性估值 1.80-1.90,就是2025的目标价。
我的看法是,目前没有discount,也没有premium 属于中性价格。Maybank HLbank给的目标价,大概是指2026年的Eps的TP。由于目前马股没有牛市的行情,15x的市盈率大概到顶,因为mnholding合同一直到2027年,所以1.20以上的溢价大概是反映2026年之后的股价。
2025财政年,大概率能达到4000万以上的净利润,1.20或以下才出现discount price。
个人看法。
2025财政年,大概率能达到4000万以上的净利润,1.20或以下才出现discount price。
个人看法。
So it is market’s problem or your problem ? Base on eps ? Eps represented passed rolling 4 quarters result , not future result. Stock price rise base on the up coming business grow not previous, the suncon has multi millions order book on hand, means ? It will grow in the next couple years , how about Ytl power ? Will its net profit or eps grow before ai data centre contributed to profit ? Now you get what i mean , so this is your problem of market problem ? If you don’t figure it out and keep on moaning every day , nobody could help you.
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