Pavin Zai

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Fame: 19
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Joined Sep 2018

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Pavin Zai commented on LHI.
Current total debts standing at 2.4bil, reduced from 3bil previously but it is still terrifyingly high. Trade cautiously.
6 months · translate
Pavin Zai replied to comment on SCICOM.
Few points that are worrying from the latest qr:

1. Cash reserves are reduced by 50% within 1 year (since 2023).
2. EPS has been going downhill since Sep 22
3. Unable to maintain 2.0 DPS due to EPS is dropping along with cash reserves
4. Their business should get better with the bloom of AI but it's the other way round.
5. It was attractive due to its dividend yield previously but not anymore.

Hope to see better results from next QR.
6 months · translate
Pavin Zai replied to comment on JHM.
可以看qr report page 9, 这个qr 有 3.46mil shortfall amount and 2.74mil from disposal of leasehold land，所以真正profit 只有3+mil
3 years · translate
Pavin Zai replied to comment on KRONO.
Exactly, it doesn't make sense to put China's revenue under HK and taiwan, it should be the other way round if any.
3 years · translate
Pavin Zai commented on KRONO.
Good qr considering profit from Baidu contract hasn't been included in this qr and there's yoy and qoq rise.
3 years · translate
Pavin Zai replied to comment on KRONO.
If this upcoming qr includes profit from Baidu project then it should be looking good
3 years · translate
Pavin Zai replied to comment on KRONO.
end of this month
3 years · translate
Pavin Zai replied to comment on JHM.
Yes North America lighting inc and volvo truck will start contributing profit starting this year. Jhm automotive business mainly in North America, Europe and Asia.
3 years · translate
Pavin Zai replied to comment on UOADEV.
Sales of asset (UOA building at 700mil) will most likely be included in the next qr. The profit from this qr was partly from fair value adjustment as what Lim has said.
4 years · translate
Pavin Zai replied to comment on KRONO.
Malaysia CMCO 基本上对它的业绩是没有影响的，krono大部分的利润来自singapore, philiphines, HK 和 taiwan
4 years · translate
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