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Lee Chin Wei
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Fame: 139
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Joined May 2020
Comments
Ideas
Comments
Lee Chin Wei
replied to comment
on
CYPARK
.
EPCC required huge Capex to run the project
Most of the EPCC contract is will only get a huge sum amount of payment from client after the solar farm electrified.
Progress payment could barely cover cost of the floating system , panel , inverter, cabling and etc
4 days
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Lee Chin Wei
replied to comment
on
HIBISCS
.
沙地折价抛售原油了,每桶扣11美金。阿联酋退出OPEC后没有产能限制,伊朗制裁解封每个月300到400万桶油产能也要开出来了。俄罗斯很多炼油厂被乌克兰袭击石油需求也减少了,现在也拼命往亚洲抛售原油。没有一个是中短期对石油利好的
2 weeks
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Lee Chin Wei
commented
on
CYPARK
.
Tasik kenyir and LSS5 Petra contract gonna consume lot of cash flow and don’t expect Cypark will turn positive entire 2027
3 weeks
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Lee Chin Wei
replied to comment
on
HIBISCS
.
Every Monday he will say hard word and Wednesday or Thursday will TACO again.
But his basic interest is keep the oil price low as mid term election is at corner
1 month
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Lee Chin Wei
replied to comment
on
HIBISCS
.
Trump will not allowed Crude oil price go up before mid term election.
I assume this is the basic and common interest of republican
1 month
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Lee Chin Wei
replied to comment
on
HIBISCS
.
原油价跌了10%,星期一开市大红花跌多少?
3 months
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Lee Chin Wei
replied to comment
on
BJFOOD
.
基本上每隔一两星期就来个买一送一活动了
3 months
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Lee Chin Wei
commented
on
BJFOOD
.
Starbucks最近很多B1F1以及RM10左右的折扣,短期内如果价格战无法重新夺回市场份额那中期它的average selling price会进一步导致亏损扩大
3 months
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Lee Chin Wei
replied to comment
on
AEON
.
Aeon在马来西亚的生意很难有大突破了,现在就是定定吃老米你要他涨到那里去? 况且到了顶端的公司走下坡的风险通常比再攀高峰的几率更高,更何况是极度保守的日本公司
3 months
·
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Lee Chin Wei
commented
on
MRCB
.
What is the impact of LRT3 LAD ?
4 months
·
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