Sam Cloud

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Joined Mar 2024

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Good to see inhouse brand sales picking up ah, usually own brands got more room for margin improvement
2 weeks · translate
Higher occupancy plus tenant remixing is a good sign leh, shows the retail portfolio still has room to improve
2 weeks · translate
Engineering and construction side got new job again ah, looks like metabright is building up its pipeline nicely
2 weeks · translate
Current price looks like bottoming out so maybe just slowly collect if you believe in their construction tech
2 weeks · translate
Property side really doing the heavy lifting sia. 70.7% revenue growth is quite strong
2 weeks · translate
Blink Box launch confirm can give the revenue a nice boost, only need to watch if the execution can sustain the momentum to drive share price higher
2 weeks · translate
Logging business quite stable now since timber price holding up steady, jst watch out for their expansion plan because if they overspend cash flow might get squeeze
1 month · translate
This one quite mixed leh. Top line growing strongly, but gross margin kena squeezed badly, if material and logistics costs continue climbing, revenue growth alone may not translate into meaningful profit growth
1 month · translate
Senheng’s huge retail footprint means they already have the channels to reach consumers at scale which can become a meaningful competitive advantage
1 month · translate
This is why I wouldn’t be too concerned about every red day lah. For a company with strong growth prospects, the market needs time to digest the numbers and reset expectations
1 month · translate
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