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Jaredgwee
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Joined Oct 2021
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Jaredgwee
replied to comment
on
BAUTO
.
Vietnam tariff 20% is lower than Malaysia
If malaysia follow Vietnam trend, 0% tax on US product, Ford - Found On Road Dead car become more cheaper...
2 days
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Jaredgwee
replied to comment
on
KOTRA
.
Kotra export market focus on Asean,Korea, 南非,中东国家。。没出口美国关税24%都没太大影响
会影响是美元对换,几乎所有药物源料都是进口,弱美元有利进口,70%本地市场 30%出口抵消一部分了
2 days
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Jaredgwee
replied to comment
on
CSCSTEL
.
我趋向相信股票是等的,不是去追高买入
1. 中国产能过剩,国家政策开始减产
2. 利空出尽, 股价趋向稳定没有恐慌抛售
2. CRC, galvanized steel 倾销关税开始3. 铁矿石源料跌
4. 稳定股息7-8%
5. Inventory + receivable + cash - payable 总洁现金流 770mil 差不多是一股RM2现金 (安全边际)
6. 反倾销关税应该要等6个月才会看到成绩,QR report 高涨所谓炒家analyst 才来讲东讲西,吸引散户追高
7. 现在股票能不输钱的,就已经表现好过很多股了
8. 科技股最近飙升一推咕鲁唱好,突然间放坏消息,庄家总能割散户韭菜
2 days
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Jaredgwee
replied to comment
on
BAUTO
.
最怕是Bermaz已经收掉了BYD, Tesla倒掉了地球还没爆炸.... 你还知道Pager, floppy disk, pendrive, cassette 这些东西吗??
3 days
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Jaredgwee
replied to comment
on
BAUTO
.
市场跟着趋势走,1990-2000年共产党出口小龙女来本地市占据整个ktv, pub行业,2010剩下一小部分, 现在整个行业ktv, pub, massage 从新回到越南,泰国妹手上。。。现在出口物美价廉汽车你能怎么办??
3 days
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Jaredgwee
replied to comment
on
BAUTO
.
本地车市场就像 春秋战国七雄,中国车就是秦国,J7, J8, OmodaC9就是白起王翦 一系列破城坑杀蚕食对手 Nissan Madza 就是韩国,国土夹在中间没有护城河一点一点被蚕食殆尽, Xpeng很小众市场niche market 难有做为来翻转整个局势
本地政策是偏向保护Proton, perduo <100k市场 而且Saga, Myvi, bezza, ativa, alza 是年轻人第一辆车 市场受影响自然比较少
5 days
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Jaredgwee
replied to comment
on
CSCSTEL
.
https://www.klsescreener.com/v2/news/view/1551011
5 days
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Jaredgwee
replied to comment
on
CSCSTEL
.
任何公司有net cash 饱满洁现金流,只要能在底点守着买入,等待行情反转都是不错投资,会好过科技股涨跌太快而且大部分散户没有庄家操作,往往是被大户割韭菜
5 days
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Jaredgwee
replied to comment
on
CSCSTEL
.
Profit margin 48-50mil, 48mil*0.85%=40.8mil
Total share 380mil
40.8/380 =0.107cent
If lock in share price based on RM1.08
107/1080*100=9.9% dividend yield
5 days
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Jaredgwee
replied to comment
on
CSCSTEL
.
只要CSC 能保持在现在的profit margin, 整年net profit 48-50mil, dividend payout股息派发往年都保持在85-88%
明年应该会有0.10-0.11cent 股息派发
5 days
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