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lestie
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听懂星辰的语言,忽略蟑螂的噪音
Joined Jan 2022
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Ideas
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lestie
replied to comment
on
TAKAFUL
.
SST在2025年9月1日生效,Q3(7-9月)只覆盖1个月。
按RHB估算,若无豁免,全年SST成本约25-35m占pat大概6%-9%.
14 hours
·
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lestie
replied to comment
on
TAKAFUL
.
未来能派多或少,csm是关键之一。
1 day
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lestie
replied to comment
on
TAKAFUL
.
18.5sen增幅8.8%,市值减少,dy增。
1 day
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lestie
replied to comment
on
ZETRIX
.
瘦田无人耕,耕开有人争。人争是Sell时机。
2 days
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lestie
replied to comment
on
ZETRIX
.
不再 烧钱 是 转折点
6 days
·
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lestie
replied to comment
on
HARTA
.
Common profit uncommon valuation.
2 weeks
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lestie
replied to comment
on
HARTA
.
然后,媒体用同样套路趁热打铁,点燃投资者对手套业的从新评估,让潜在风险瞬间下降。
3 weeks
·
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lestie
replied to comment
on
ZETRIX
.
水晶球知道股价起落。我时刻提醒自己的大脑天生没有水晶球装备。
4 weeks
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lestie
replied to comment
on
TAKAFUL
.
最坏情况,短和长期失败甚至比预期还糟糕。第二种情况, 市场预期约2年内盈利下降而过后有望回升。
1 month
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lestie
replied to comment
on
TAKAFUL
.
Recent market concerns are not unfounded, primarily due to several factors face by Takaful.
1 month
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