Kenzie Wong's comments

Kenzie Wong replied to comment on FPI.

Rm1.68是每股净现金，是安全边际，前提是这家公司往后的业绩都是positive的，不然每股净现金必然也会持续减少（如果说wistron的订单减少导致net profit变为negative）

1 week · translate

Kenzie Wong commented on FPI.

刚刚把所有资料，公告丢给chatgpt, wistron要all in高端半导体，Ai产业，所以需要庞大资金。他也提醒说要留意FPI有没有转型的意思还是说继续做回老本行。

我们需要思考的不是wistron会不会给fpi订单，而是研究wistron是不是打算换个大方向，他们会不会放弃现在的业务，转向其他高端业务

1 week · translate

Kenzie Wong replied to comment on FPI.

没有买家接手就继续hold着咯，就这么简单

1 week · translate

Kenzie Wong replied to comment on FPI.

If wistron want to sell with a good price, maybe they will pull up the share price later

1 week · translate

Kenzie Wong replied to comment on FPI.

wistron operation capital is now -200m, so they need to sell the share and they haven't announce the potential buyer

1 week · translate

Kenzie Wong replied to comment on FPI.

找不到这个公告，有link发来看吗

1 week · translate

Kenzie Wong replied to comment on NATGATE.

跌破1.1了，看样子老师要进场hoot到它黑青了

2 months · translate

Kenzie Wong replied to comment on NATGATE.

黑天鹅罢了，基本面还是一样好，敢敢hoot9e

2 months · translate

Kenzie Wong replied to comment on NATGATE.

证明insider不够多，不够深，就不要乱乱建议别人

2 months · translate

Kenzie Wong replied to comment on NATGATE.

1.85 - 1.3 -再到今天的价钱，今天买的才叫起

3 months · translate

Kenzie Wong

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