cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

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cheng replied to comment on SKPRES.
well, i am using the conservative performance of fy26 (3% pbt margin, 2% net profit margin; low single digit margin) instead of the normalised high single digit to estimate how much it is worth. 4th floor is the conservative estimate. if the qtrly profit in fy27 is above 10mil, then, 6th floor it is. 7th floor requires mid to high twenty mil qtrly profit. well, net cash per share at low twenties and backed by hard assets worth 0.6. market price is at maximum pessimism :)
Just now · translate
cheng replied to comment on SCOMNET.
hopefully it does not contribute to the statistics of more than 70% of family businesses never make it past the second generation
49 minutes · translate
cheng replied to comment on CNERGEN.
its your own decision, mil cookie :)
1 hour · translate
cheng replied to comment on CNERGEN.
congrats mil cookie. importantly that you are making money based on your own decision. keep up the great work and have faith in your own decision.
1 hour · translate
cheng replied to comment on SKPRES.
sit back and relax. 4th floor incoming
1 hour · translate
cheng replied to comment on SCOMNET.
darkest before dawn
1 hour · translate
cheng replied to comment on SCOMNET.
revenue shrunk by ~6% while net profit dipped by ~20%. early signs of contraction
1 hour · translate
cheng replied to comment on SCOMNET.
the recent transactions are showing signs of desperation to exit - can be a mix of margin calls and insti/insiders selling
1 hour · translate
cheng replied to comment on QES.
it is just unfortunate that the timing coincide with regional tech sector correction; holding back bankers.
1 hour · translate
cheng replied to comment on SKPRES.
20-20 it is
2 hours · translate
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