cheng

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Stocks that are loved will be priced accordingly; Stocks that are hated will tripled tomorrow.
Joined Dec 2017

Comments

cheng replied to comment on GENTING.
right thing not to avg down until the result shows otherwise; higher ebitda if you will.
30 minutes · translate
cheng replied to comment on AAX.
we will know by end of May
32 minutes · translate
cheng replied to comment on TENAGA.
hodl :)
4 hours · translate
cheng replied to comment on AAX.
not a problem, Daniel :) The reason is that airlines seldom operates in such manner of buying planes with cash. The 76 billion looks big and scary but in reality, it works differently. You may have heard the term sale and leaseback from the industry. Tony likes that concept and has been using that. And its not lump sum too as its staggered deliveries. The key point here is whether travel demand will be there in 10 to 15 years from now (delivery starting 2028), AAX earnings/profitability higher than the lease cost - driven by demand and manage & deploy # of planes accordingly.
4 hours · translate
cheng replied to comment on AAX.
interesting announcement. the mgmt is focusing on optimisation and yield improvement by opting for smaller planes - fly-thru connectivity, entering secondary cities/hubs, lower fuel consumption lower trip cost, higher load factor due to lower capacity, resulting in higher flexibility, lower operating costs and higher margins for secondary route.
5 hours · translate
cheng replied to comment on GENTING.
As for HMTM - should post the question in the AGM for updates. Now, assuming TauRx has provided all the information requested by UK MHRA, then, we should pay attention to the following dates - May: 21-22; June: 25-26; July:30-31. These are the meeting schedule where UK MHRA will discuss / review all the relevant matters including maa. May not be in the agenda on these dates if TauRx has yet to complete the request for information.
17 hours · translate
cheng replied to comment on GENTING.
RWLV saw major shake-up on their leadership; due to the Aug'24 AML charges. Negligible improvement on its ebitda as of last qr. Would like to see it going above 100mil qtrly ebitda this year; experienced folks from the industry after all.
17 hours · translate
cheng replied to comment on GENTING.
Their Chief casino officer resigned end of 2024 and Chen Si came on board in Dec'25 as COO. His role is also covering the casino/gaming segment. Let's see how he is doing - may need 6 to 9 months. Q3 results will be a good measurement for the new mgmt.
18 hours · translate
cheng replied to comment on GENTING.
RWS was doing well before Hard Rock hotel was taken down to make way for The Laurus. Wavefront development progressing and scheduled to be released by 2030. Let's not forget there were some mgmt changes in 2024 and 2025 too. So, we need to see some results in 2026 to be convinced it's on the right track
18 hours · translate
cheng replied to comment on SFPTECH.
king of precision machining making a comeback? Insiders seems to be accumulating.
18 hours · translate
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