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 GENTING.
It's been a while since GenM carried out share buyback, boy2. What I meant here is actual share buyback and not just approval for share buyback. Gent's percentage of shareholding will increase in this case bcos share buyback is basically reducing the total free float shares; parked as treasury shares if you will.
6 hours · translate
cheng replied to comment on GENTING.
Phillip is right, Vin. It's the usual proposal in the AGM.
7 hours · translate
cheng replied to comment on TENAGA.
Accumulating slowly over time. Demand for electricity will continue to go up driven by all the DCs commissioned, in construction and industrial needs. Should be able to ride this for a long time. Just need to manage it well and wait for opportunity to add when the sentiment is weak.
7 hours · translate
cheng replied to comment on GENTING.
where's the news, Vin?
10 hours · translate
cheng replied to comment on AAX.
and the first 2 qrs after the Mar conflict to see red
11 hours · translate
cheng replied to comment on GENTING.
Mar's performance for GenM's US assets (RWNYC, Catskills and Hudson Valley) were better compared to Jan and Feb. Resorts World Bet data is no longer updated by the gaming commission as it has been closed mid of last year; could not penetrate the market it seems as it is one of the lowest contributor in NY sports betting market. less than 100 mil contribution in a 20 bil sports betting market. https://gaming.ny.gov/revenue-reports
11 hours · translate
cheng replied to comment on ADB.
there is the infra layer and then the apps layer from software perspective. unlikely for ADB to move to infra layer. and ADB's solutions are within the apps layer. And I am seeing companies in the apps layer adopted AI and gaining traction from the companies I am following - Softcat and Intuit. My personal opinion - ADB is losing out in the long run if they do not have AI driven products/solutions.
13 hours · translate
cheng replied to comment on MPI.
ini taikor kuat. another decent qr next month will be sufficient to send it to 40.
13 hours · translate
cheng replied to comment on ADB.
Not sure whether I understood the translation correctly, jackie. I dont have we-chat. I am only using this platform for KLSE stocks. we can exchange opinions using this platform.
13 hours · translate
cheng replied to comment on ADB.
can trade but invest probably not unless the company is expanding to AI driven products/solutions.
14 hours · translate
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