Teong Poh

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Joined Apr 2021

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Teong Poh replied to comment on OPPSTAR.
it tried to diversify into sales of wafers and others as turnkey projects are not easy now
14 hours · translate
Teong Poh commented on OPPSTAR.
latest Qtr loss 1.7M
14 hours · translate
Teong Poh replied to comment on OPPSTAR.
question: will you invest 400 million to get 10 million a year which is 2.5% return?
18 hours · translate
Teong Poh commented on OPPSTAR.
agreed. international players such as Wipro also having PE around 20 for last 5 years. The biz Oppostar is in, is at global playing field. Being only listed Si design company grants Oppostar no advantage.
20 hours · translate
Teong Poh replied to comment on OPPSTAR.
most of IPO proceeds have not been used to grow biz but deposited as MYR and RMB FD which will have some Forex loss. Mgmt need to be more aggressive to grow the biz.
3 days · translate
Teong Poh replied to comment on OPPSTAR.
if qtrly revenue continue to decline, should value at PE@20, which means 36 cents
3 days · translate
Teong Poh commented on OPPSTAR.
Oppostar customers are from Asia only , no US deep pocket customer s
4 days · translate
Teong Poh replied to comment on OPPSTAR.
be cautious. 75% of trade receivables is from one single china customer. need to see more biz diversification.
4 days · translate
Teong Poh commented on OPPSTAR.
most of semicon companies not doing well except those on AI
5 days · translate
Teong Poh replied to comment on OPPSTAR.
oppostar needs to be more aggressive in investing. it is delaying some expansion even have proceed from IPO. Revenue difficult to go up if this is the case
1 week · translate
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