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 SHANG.
turned to net cash 28mil and all 3 properties in Penang achieved min 70% occupancy which is pretty strong. Shang KL and Rasa Ria Resort need to catch up a bit more heading into Visit Malaysia 2026 :)
3 hours · translate
cheng replied to comment on WASCO.
unable to reach 3bil orderbook. last year should be the peak for Wasco, Tiong. I believed the energy segment orderbook itself is more than 3bil last year. Total orderbook is close to 4bil if not mistaken.
4 hours · translate
cheng replied to comment on D&O.
more to clarity though damage has been done, green. if it is true that its patents infringement, the disputed products line-up will never make it to the market anymore in the future; in countries covered by Nichia's patents. D&O has to release its own products or pay royalties to Nichia to use their patented products/solutions.
4 hours · translate
cheng replied to comment on CHB.
continue sleeping without new contracts. current orderbook will last until q3 next year based on the announcement of major mep contracts completion timeline. q4 next year theoretically will be left with maintenance contracts only if no new mep contracts.
4 hours · translate
cheng replied to comment on PARKSON.
the report is out. lets see how market and Irelia react in the next few days :) I believed the performance has also included the penalty payable (rm7mil) from the lease termination announced back in Aug; expensed out.
4 hours · translate
cheng replied to comment on BAUTO.
It should unless announced differently, Choong. Mazda Changan partnership is at the corporate level. Bermaz Changan should be distributing cars from the partnership.
9 hours · translate
cheng replied to comment on BAUTO.
focus on Bermaz Xpeng and Bermaz Changan venture - Xpeng and Deepal; and mid to premium segment for Mazda.
10 hours · translate
cheng replied to comment on SHANG.
report out today?
11 hours · translate
cheng replied to comment on D&O.
you can seek clarification from investor relations if you have D&O shares on the patents infringement, green.
12 hours · translate
cheng replied to comment on D&O.
not sure what is R&D "Jia Sai", green. the disputed products seems to be from SpicePlus and Nagajo family. https://www.dominant-semi.com/index.php?type=datasheetcat
12 hours · translate
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