Timiraos Lee

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Joined May 2023

Comments

Timiraos Lee replied to comment on VERDANT.
Looks like the selling pressure is more or less over liao
23 hours · translate
Timiraos Lee replied to comment on SLVEST.
It will move up and down at this moment
23 hours · translate
Timiraos Lee replied to comment on KEEMING.
Moving sideways at the moment. But good thing is, the price still holding up quite well
23 hours · translate
Timiraos Lee replied to comment on DXN.
Upcoming Q2 will outperform Q1 FY27, I believe
23 hours · translate
Timiraos Lee replied to comment on HENGYUAN.
It almost hit RM4 today, but pullback afterwards...
23 hours · translate
Timiraos Lee replied to comment on KEEMING.
If you bought in cheap enough, long-term hold should be quite comfortable
1 week · translate
Timiraos Lee replied to comment on HENGYUAN.
Crack spread is becoming wider and wider
1 week · translate
Timiraos Lee replied to comment on VERDANT.
Yup, correct. Under this CRESS package, the System Access Charge (SAC) for firm renewable energy supply will be cut by 30%, from 20 sen/kWh to 14 sen/kWh
1 week · translate
Timiraos Lee replied to comment on DXN.
They got around RM608 million in cash and cash equivalent. This capex is quite manageable for them
1 week · translate
Timiraos Lee replied to comment on SLVEST.
等3快以下？
1 week · translate
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