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Jaredgwee
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Joined Oct 2021
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Jaredgwee
replied to comment
on
BAUTO
.
如果股价扛不住万一跌破0.73 ,你们有想好下一步吗?是继续拿着,拉低,还是砍完?
8 hours
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Jaredgwee
replied to comment
on
BAUTO
.
Cx 60 1st batch in Sept, so need to wait until next year QR come out only hv hope to turnaround the bad situation...
3 days
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Jaredgwee
replied to comment
on
BAUTO
.
Sales not so good, don't blame to public holiday... No point
6 days
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Jaredgwee
replied to comment
on
AHEALTH
.
时间会告诉这一切,有谁能想到几年前的Pchem 2021-2022 profit Rm6-7b 现在会半生不死, harta, kossan, glove, sime darby, bermaz, MFCB, scientx 5年前传统blue chip 价值投资股都变样了,
在红色革命前慢慢溣陷
1 week
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Jaredgwee
replied to comment
on
AHEALTH
.
https://european-aluminium.eu/wp-content/uploads/2025/06/Alu_PoweringAluminum_Onepager_2025_G7_V3.pdf
1 week
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Jaredgwee
replied to comment
on
AHEALTH
.
Another counter Aluminium industry to be hit by China over production for the incoming next 2 yrs... Aluminium 这1-2年起价已经吸引共产党大力投资 这些行业能提早溜就溜
1 week
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Jaredgwee
replied to comment
on
AHEALTH
.
https://theedgemalaysia.com/node/762076
1 week
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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...
1 week
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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
1 week
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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
1 week
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