cheng

  • Following

    0

  • Followers

    993

Fame: 7,410
Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on SFPTECH.
You were pretty close though with the write back/impairment reversal and higher revenue. Have not seen the customers commitment/interest turning into higher revenue yet. The wait continues...
5 hours · translate
cheng replied to comment on GENTING.
The last update by TauRx was back in Jan'26 on the phase 3 clinical trials results being published in the journal of prevention of alzheimer's disease. Agreed with you that will probably get an update by mid of this year.
5 hours · translate
cheng replied to comment on MI.
haha. I mau lobster but fell asleep while waiting. this one mixed results, muted and no meat dy.
10 hours · translate
cheng replied to comment on MI.
that is probably the only explanation that makes sense, adama. twd and rmb impact is not that huge and will not be able to offset the impact from the usdmyr weakening. if it is true, the boss/cfo is smart ooh.
10 hours · translate
cheng replied to comment on MI.
Penta on the other hand saw a higher equipment / ATE segment contribution - driven by test and automotive. Winds changing from assembly to test?
11 hours · translate
cheng replied to comment on MI.
lower SEBU and higher SMBU comparing to q3. ~7mil impairment on investment in associate? surprising forex loss was not as high as initially thought.
11 hours · translate
cheng replied to comment on PARKSON.
unusually quiet :)
13 hours · translate
cheng replied to comment on MI.
yeah, usdmyr weakened by 4% in q4 compared to q3 ~8mil hit here. Pretty similar hit for q1'26 which has weakened by 4% compared to q4'25.
15 hours · translate
cheng replied to comment on GENTING.
the thing about Taurx is that they did not disclose the details of rfi from uk mhra. the only one that I am guessing is the peer reviewed phase 3 clinical trials paper which was published in the journal recently. So, I would say Taurx is finally making real progress towards uk mhra maa. NICE approval will be the following step upon maa approval for nhs use.
15 hours · translate
cheng replied to comment on MI.
true, adama. I have always thought of SMBU aka Accurus selling solder balls. There are some signs of logic and memory chips demand picking up in the industry and I think that will drive solder balls demand too for bga packages.
15 hours · translate
Load more