Lin Kin Park

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Joined Jan 2021

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Lin Kin Park commented on BPPLAS.
业务扩张，净利率提升，而且还在净现金的情况下提升产能，这种好公司可遇不可求。只要成长继续，拉长时间轴来看，相信RM3.50不是问题。我们拭目以待
3 years · translate
Lin Kin Park commented on VSTECS.
2021年，极有可能是VSTECS的丰收年。不管病疫是否继续存在，消费者已离不开电子产品。在政府Budget及新常态推动下，VSTECS今年将继续受惠于前所未有电子产品销售。此外，鲜为人知的是，VSTECS的企业IT系统业务有和Alibaba Cloud合作，在新加坡发展成功，今年有望扩张至大马。在营业成长中的VSTECS，尽管今日突破新高，以目前RM2.91的价位来看，本益比仅为15倍。纳入有望达成的营业额及盈利新高的利好，相信股价还有上升空间。
3 years · translate
Lin Kin Park commented on TAWIN.
电动汽车是未来趋势。铜 (Copper) 属于耐久及导电金属，将被广泛运用于对电动汽车及充电设备。预计全球电动汽车对铜的需求将在未来2027年将再增加个170万吨。Tawin循环及生产铜。Dato Sri Ngu Tieng Ung 是 Tawin 的 Managing Director，去年12月18日在RM0.18从公开市场入手了359,800股，也在今年2月11日在RM0.175从公开市场入手了1,000,000股。平均入场价是RM0.176。换句话说，虽然公司以前出现亏损，但在电动汽车的日益成熟中，或许他们发现了新商机。尽管没具体透露他们的新前景，根据MD入手动作，RM0.18或许是个安全的入场价位。
3 years · translate
Lin Kin Park commented on NOTION.
多数人不知道的是，Notion今年1月已开始为著名电动汽车品牌挤压铝部分（Aluminum extrusion)。铝挤压是Notion一直以来的长期业务，而公司也有意顺大势，在未来几年继续扩张铝挤压业务。未来表现指日可待。
3 years · translate
Lin Kin Park commented on KHIND.
自从MCO，Khind开始注重网销，经过一份努力，如今在Shopee算是一家成功的网销商，有接近9万粉丝。新年佳节推出的特别促销活动有望提升营业额。产品素质不错，大家有目共睹。公司净现金，目前PE低于7倍。
3 years · translate
Lin Kin Park commented on NOTION.
A globally known Electric Vehicle (EV) player as customer?

We have made headway in a new business of extruded and machined aluminium parts supply to a contract manufacturer with the end customer, a globally known electric vehicle (EV) maker. It is the start of another opportunity to make inroads in the EV segment and will increase about 20% to the EMS segmental revenue.

From Notion's latest (4Q20) QR.
3 years · translate
Lin Kin Park replied to comment on NOTION.
No official announcements so far, but heard Notion would get Tesla project, supplying aluminium part for one of the parts for Tesla. 500k units per month, margins above 20%.
3 years · translate
Lin Kin Park commented on NOTION.
Found this Reuter news, not sure related to Notion or not: Robots are not efficient enough for Tesla’s new car factory in Germany, which plans to replace hundreds of them with giant aluminium casting machines to build simpler chassis parts.
3 years · translate
Lin Kin Park replied to comment on GKENT.
Bro, I am just a retail investor, I only monitor occasionally, not every minute, and you are not my client, mind your mouth.

As far as I know, George Kent may benefit from the government CAPEX. No project announcements yet.

And George Kent bought back their own shares again yesterday.
3 years · translate
Lin Kin Park replied to comment on GKENT.
That Selangor project is consider as their potential new project, yet to be awarded to them.
3 years · translate
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