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 CNERGEN.
just my personal opinions, could be wrong - the market is a bit "too hot" and market correction is unavoidable. this will affect the market sentiment. I have been rebalancing my positions in other tech stocks/market over the last few weeks :) For Cnergenz, I have just started a small position and hoping that there will be opportunity to add on.
11 hours · translate
cheng replied to comment on CNERGEN.
the longer term perspective - I recalled Cnergenz maintained good relationship with its customers (long term relationship) from what I read in the IPO previously. If this stays true, there is also opportunity for Cnergenz in the future to secure asset/life cycle replacement orders from their customers. SMT machines generally have lifespan of 7 to 10 years; should be seeing machines in the field dated 2018 and earlier wearing off.
11 hours · translate
cheng replied to comment on CNERGEN.
you are dealing with two different situations, mil cookie. the first part is orderbook and earnings and this will be reflected this year and yet to be priced in. the 2nd part is the ticker movement aka the market - risk mgmt will be needed here due to liquidity and sentiment.
11 hours · translate
cheng replied to comment on SFPTECH.
AGM booster needed. Lol, no pun intended.
13 hours · translate
cheng replied to comment on SKPRES.
recovery may take a while though. tariffs threat is gone for now but inflationary pressure is up. hence, will have to manage it well.
13 hours · translate
cheng replied to comment on SKPRES.
vacuum cleaners tariff is zero for example - On February 20, 2026, the President issued Executive Order 14389, “Ending Certain Tariff Actions,” which provides that certain additional ad valorem duties imposed under the International Emergency Economic Powers Act (IEEPA) will no longer be collected. The USITC has not yet received further direction to modify the HTS at this time; therefore, the IEEPA duties remain listed until further notice. https://hts.usitc.gov/search?query=8508
13 hours · translate
cheng replied to comment on SKPRES.
steadily recover will be good enough. If tariff was the culprit, then, it should no longer be the culprit as US supreme court has nullified Trump's tariff back in Feb'26 :)
13 hours · translate
cheng replied to comment on SKPRES.
wow... power leh... will be nice if can close at 0.40
13 hours · translate
cheng replied to comment on SKPRES.
15 cents? dont scare me, bro :) I am hoping for cheap tickets but I doubt Mr. Market will be willing to provide the quotes.
16 hours · translate
cheng replied to comment on QES.
rebalanced some at 0.495. thanks to mr market for the quotes.
16 hours · translate
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