Jason Wan

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Fame: 11
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Joined Apr 2025

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management is talking about optimising expanded capacity and strengthening distribution, not just talking big only, at least can see where the next growth leg is supposed to come from.
3 days · translate
Latest quarter still profitable and now they are even proposing transfer to Main Market, so at least management seems confident enough with the track record built so far.
3 days · translate
Senheng latest Q4 recovery was quite sharp, so maybe consumer sentiment not as dead as people think. Revenue improved and PAT bounced strongly QoQ, so if management execution okay, this one got chance to slowly regain confidence.
3 days · translate
no harm to try that, slow slow collect and wait for fruitful return
3 days · translate
this counter maybe still underfollowed, but the bunker vessel acquisition at least shows they are still expanding capacity and not just maintaining status quo.
3 days · translate
now already at 1.43
1 week · translate
earning is just one of the checklists, but shouldnt have problem I guess
1 week · translate
still close within that range, see next week can bounce or not
1 week · translate
asset-light branding model with digital already contributing the majority of revenue, easier to scale if execution stays good
1 week · translate
most of them already flushed out, keep monitoring see how high the next wave can go
2 weeks · translate
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