神探007后备号's comment on OPPSTAR. All Comments

神探007后备号
5 Like · Reply
这里有多人中套在里面了吗?
cesc loh
在87层高楼风景区
1 Like · 21 hours · translate
Lios Tham
砍還是抄低?是個選擇題
1 Like · 20 hours · translate
Teong Poh
question: will you invest 400 million to get 10 million a year which is 2.5% return?
1 Like · 20 hours · translate
DawscpJ
一路向低处走。。。。。。无语
Like · 20 hours · translate
Ng Kelvin
来个亏钱业绩。大家保重。
Like · 19 hours · translate
Steven Lim
Forex lose!?
1 Like · 19 hours · translate
cheng
not due to forex loss, steven. High cogs and reason given was higher headcount of engineers from 250+ to 290+. If that is the case, then, oppstar cogs will be higher over the next 3 years as it was mentioned in the IPO docs that ~50M capital raised from the IPO will be used to hire more engineers over the next 3 years; hiring of ~280 engineers/technicians
Show more
Like · 18 hours · translate
cesc loh
如果这期间股价的跌已经吸纳了业绩的跌,那还好,反之...
Like · 18 hours · translate
Tteffub Nerraw
Similar business risk with infotec... careful now
Like · 18 hours · translate
cheng
Lol, peng... That's aggressive :) The thing is this - hiring engineers is good and someone got to lead them to generate IPs. and IPs takes time - from filling to being awarded the IP. Easily 3 years from start to the date being awarded the IPs. and IPs means company can monetize it different ways. For now, Oppstar can only depends on limited scope within the IC design segments.
Show more
1 Like · 18 hours · translate
cheng
To a certain extent, TN. Oppstar depending on contracts from fabless companies/customers and Infotec depending on Dell which explained the volatility in its performance? What's up with your exchanges of opinions with total regret?
Like · 18 hours · translate
Tteffub Nerraw
Total Regret Golden Baby required man power to escalate sales, meaning more sales, more SGA Personnel Cost...
Like · 18 hours · translate
Tteffub Nerraw
And on the topic of IC designs, it is always wasting money trying to reinvent the wheel... .. everyone know Nvidia has the most advance chip in the world... unless you are able to steal .... most R&D are useless.... This is real life... Remember dream seller always make money regardless.... Dont be a dream chaser with all of your fund.
Show more
Like · 18 hours · translate
cheng
I am not familiar with Infotec, TN. Can't comment much.
Like · 17 hours · translate
Tteffub Nerraw
PZW, but China Tech industries have gov supporting them to steal IP... XD Do you think local companies have that?
Like · 17 hours · translate
Tteffub Nerraw
Infotec just a installation service provider.. like those helping installing networking equipment, instrument, server cabinet... cable pulling... bla bla to installing anti virus software... XD
Like · 17 hours · translate
Peng Zhong Wong
they mentioned world class engineers o, dun play2
Like · 17 hours · translate
cheng
Thanks, TN.
Like · 17 hours · translate
Tteffub Nerraw
"World class"..... XD
1 Like · 16 hours · translate
Jordan Lim
ipo price ?
Like · 14 hours · translate
cheng
IPO price of 0.63 at PE20 is equivalent to a min of 20M yearly net profit for Oppstar; min 5M net profit per quarter. Unlikely to achieve 20M in FY2025.
Like · 13 hours · translate
Remmy Jr
Buy 20% below IPO safer.
Like · 12 hours · translate
chpresources 888
LOL... it didn’t fall at all
Like · 3 hours · translate
Teong Poh
kenanga new price target 0.54 with sell rating
Like · 43 minutes · translate
Teong Poh
my 2 cents: if u still want to buy, may be below 35 cents, that will give you some safety margin
Like · 41 minutes · translate