Lestie's comments

Lestie replied to comment on SCIENTX.

@Lim, thanks for sharing.

5 days · translate

Lestie replied to comment on UCHITEC.

盈利下滑有3个因素。yoy营业额跌8%因需求减弱。管理层去年已预测营业额跌个位数.. 接着外汇亏损和缺少11.3m的一次性售卖资产。

6 days · translate

Lestie replied to comment on UCHITEC.

根据目前情况 , 没有5/6 pioneer status是因为miti批准有效期限为5年。剩下的(CPDS-tof)module有效期在2027年结束。

6 days · translate

Lestie replied to comment on UCHITEC.

4月尾最新2024年度报告有没有更新pioneer status就暂时不知道。可参考2023年财报中financial statements note9 , 第103页。

6 days · translate

Lestie replied to comment on UCHITEC.

According to statistics from 90 quarterly performance reports spanning 23 years from 2002 to 2025, there are two reference data points:

1. The occurrence of consecutive 3-4 quarter revenue declines has been recorded 5 times

2. The occurrence of consecutive 3-4 quarter revenue increases has been recorded 8 times

在好景时，你可以相信未来一定会如此
在逆境时，你也可以相信未来肯定如此
在数据面前，我们知道未来不一定如此

1 week · translate

Lestie replied to comment on UCHITEC.

关税影响通胀，通胀影响升息，升息影响消费，消费影响需求，需求影响销售，销售影响盈利，盈利影响派息，派息影响持股，持股影响市值。

1 week · translate

Lestie replied to comment on FRONTKN.

@Restia, 价值投资在趋势面前一文不值+1

2 weeks · translate

Lestie replied to comment on FRONTKN.

Definitely, as long as your Fomo personal index reach to max level..

2 weeks · translate

Lestie replied to comment on MYEG.

库存股注销会影响股东权益基数。假设盈利没有萎缩的前提条件下，Myeg的股东权益报酬率将会提升。每股盈利的另一个公式 = 净资产价值 x 股东权益报酬率，所以有助于减少稀释的效果。