除却巫山还有山
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$HARTA (5168.MY)$
Today's significant drop is probably because the company said that USA customers are worried about tariffs and are stocking up early.
The implication is that sales will be weak going forward, and the company might continue to lower prices to boost performance, leading back to days of losses.
Everyone is scared and has run away.
But I am wondering, if they are worried about tariffs, then they should have bought gloves from China in advance.
So why is the revenue able to rise again by 13% compared to the previous quarter (July-September)?
I believe that the sales have returned to normal, and the excess goods from COVID have been slowly consumed.
There will come a day when the pre-purchased goods are used up.
When tariffs increase, will they not also have to go back to the Malaysian seller?
Moreover, everyone has learned from the pain after Covid, and Hetejia is a cost-saving expert. This short-term weakness caused by stockpiling will not affect the company. Orders will come back soon.
By then, it may be 4 or 5.
Today's significant drop is probably because the company said that USA customers are worried about tariffs and are stocking up early.
The implication is that sales will be weak going forward, and the company might continue to lower prices to boost performance, leading back to days of losses.
Everyone is scared and has run away.
But I am wondering, if they are worried about tariffs, then they should have bought gloves from China in advance.
So why is the revenue able to rise again by 13% compared to the previous quarter (July-September)?
I believe that the sales have returned to normal, and the excess goods from COVID have been slowly consumed.
There will come a day when the pre-purchased goods are used up.
When tariffs increase, will they not also have to go back to the Malaysian seller?
Moreover, everyone has learned from the pain after Covid, and Hetejia is a cost-saving expert. This short-term weakness caused by stockpiling will not affect the company. Orders will come back soon.
By then, it may be 4 or 5.
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除却巫山还有山
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$YTLPOWR (6742.MY)$ is not about warrant..is deepseek saga
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除却巫山还有山
commented on
$YTLPOWR (6742.MY)$
The company said that the 40% discount warrant was to reward shareholders. Now that the stock price has dropped so much, there's nothing left. Since there's no meat left, there is no need for free warrants.
What if the company suddenly cancels this plan?
No dilution, no need to add money to convert.
Everyone is happy.
The company said that the 40% discount warrant was to reward shareholders. Now that the stock price has dropped so much, there's nothing left. Since there's no meat left, there is no need for free warrants.
What if the company suddenly cancels this plan?
No dilution, no need to add money to convert.
Everyone is happy.
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Columns Investing in China.
Recently started investing in China. The entire market is filled with pessimism.
It started with the trade war with the USA, then concerns about many restrictions; like Huawei phones not being able to use Google. It evolved to worrying about being delisted when listed in the USA.
The disagreements with the USA have not been resolved, and now comes a property crisis, one after another. The property market had just started to recover a little bit, and now Trump is talking about tariffs again.
Investing is too difficult, right? Why are there so many problems? But difficulties come and go.
Unable to use Android, Huawei independently developed HarmonyOS.
Fear of being delisted, so dual-listed in Hong Kong.
Property crisis is also quite serious now, and some companies are taking advantage of the situation to restructure their debts (not yet bankrupt).
What about Trump's tariffs? Bring it on.
Bad news keeps coming, is there anything even worse?
Is it still not cheap enough?
Buy whatever you like.
It started with the trade war with the USA, then concerns about many restrictions; like Huawei phones not being able to use Google. It evolved to worrying about being delisted when listed in the USA.
The disagreements with the USA have not been resolved, and now comes a property crisis, one after another. The property market had just started to recover a little bit, and now Trump is talking about tariffs again.
Investing is too difficult, right? Why are there so many problems? But difficulties come and go.
Unable to use Android, Huawei independently developed HarmonyOS.
Fear of being delisted, so dual-listed in Hong Kong.
Property crisis is also quite serious now, and some companies are taking advantage of the situation to restructure their debts (not yet bankrupt).
What about Trump's tariffs? Bring it on.
Bad news keeps coming, is there anything even worse?
Is it still not cheap enough?
Buy whatever you like.
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These days, I have been receiving messages from banks, stating the number of orders Gamuda has. Not only showing you its target price from the bank, but also gathering target prices from other banks. However, it keeps falling, persistently decreasing, it seems that retail investors are not buying.
$GAMUDA (5398.MY)$
Dropped for 7 consecutive days (correcting error: 7 consecutive red candles), retail investors are starting to do their homework. Can the price around 4 yuan today be a good buy? Wow, everyone has become so clear-minded, all starting to ask the right questions. But is the timing right?
At the beginning, few people did research, or perhaps didn't have time to do research and quickly entered the market, the earlier you enter, the more you earn, very afraid of earning less. Now, after seven consecutive days of decline, almost a 30% drop, people start to seriously do research?
Actually, it has been falling for several days. Suddenly experiencing a "free fall of three thousand feet" seems like a margin call, right? Many people speculate on a rebound within a few days, but if it continues to fall for too many days and they are unable to repay the money, they are forced to sell; some people cannot catch up with the additional positions and can only cut losses.
At this time, just act as if you don't understand, being sober means thinking about how much potential there is at $5, not how much further it will drop at $4. Human nature is like this, afraid of earning less, and afraid of losing. As long as you change your mindset, treat it as speculation, then you don't have to feel too much pressure. Who says that the stock market world must only be for investment and not for speculation? A little gamble can be enjoyable, and speculation can also earn a bit.
I'm not asking you to enter the market, just sharing a bit of an average person's mindset. I am also overcoming this "overly clear-minded" mindset myself.
$GAMUDA (5398.MY)$
Dropped for 7 consecutive days (correcting error: 7 consecutive red candles), retail investors are starting to do their homework. Can the price around 4 yuan today be a good buy? Wow, everyone has become so clear-minded, all starting to ask the right questions. But is the timing right?
At the beginning, few people did research, or perhaps didn't have time to do research and quickly entered the market, the earlier you enter, the more you earn, very afraid of earning less. Now, after seven consecutive days of decline, almost a 30% drop, people start to seriously do research?
Actually, it has been falling for several days. Suddenly experiencing a "free fall of three thousand feet" seems like a margin call, right? Many people speculate on a rebound within a few days, but if it continues to fall for too many days and they are unable to repay the money, they are forced to sell; some people cannot catch up with the additional positions and can only cut losses.
At this time, just act as if you don't understand, being sober means thinking about how much potential there is at $5, not how much further it will drop at $4. Human nature is like this, afraid of earning less, and afraid of losing. As long as you change your mindset, treat it as speculation, then you don't have to feel too much pressure. Who says that the stock market world must only be for investment and not for speculation? A little gamble can be enjoyable, and speculation can also earn a bit.
I'm not asking you to enter the market, just sharing a bit of an average person's mindset. I am also overcoming this "overly clear-minded" mindset myself.
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Columns Hottest IPO
Recently, the most talked about must be Huayang. A miracle in the food industry, with revenue of several billion in just a few years, really strong.
After reading the prospectus, planning to open 13 stores in two years (1 store costs 2.8 million), then establish a central kitchen/HQ/warehouse for 53 million. With the current strength of the company, making 44 million a year, opening 7 stores in a year should not be a problem; considering the strength of the company's management team (achieving over a hundred million in revenue in four years is not easy), keeping renovation costs under 2 million shouldn't be a challenge. And which store owner wouldn't want a prestigious brand like Huayang to join?
So earning 44 million in 2024 can still save 30 million. Borrowing a bit from the bank can solve the issue of the central kitchen. Then why go public and share such a good business with us? I guess the boss is ready to take some risks. The stores are for advertising, the real business is selling packaged foods. Coffee powder, biscuits, and so on. Currently, this sector is a very small part of the company, so it is also the most likely area for explosive growth.
However, to succeed, one must be fast, after all, Packaged Foods face a lot of competition in the market. Their competitors are not Power Root, Nestle; what they need is a positioning, a brand that will make customers want to buy. When it comes to white coffee in childhood, we always mention Ipoh white coffee, later when it comes to kopi, it must be Oriental Kopi. Just like buying Ladurée when in France to buy macarons.
So now, the investors entering the market need to pay attention not to Hua Yang, which has long queues every day, but to go to major supermarkets to see...
After reading the prospectus, planning to open 13 stores in two years (1 store costs 2.8 million), then establish a central kitchen/HQ/warehouse for 53 million. With the current strength of the company, making 44 million a year, opening 7 stores in a year should not be a problem; considering the strength of the company's management team (achieving over a hundred million in revenue in four years is not easy), keeping renovation costs under 2 million shouldn't be a challenge. And which store owner wouldn't want a prestigious brand like Huayang to join?
So earning 44 million in 2024 can still save 30 million. Borrowing a bit from the bank can solve the issue of the central kitchen. Then why go public and share such a good business with us? I guess the boss is ready to take some risks. The stores are for advertising, the real business is selling packaged foods. Coffee powder, biscuits, and so on. Currently, this sector is a very small part of the company, so it is also the most likely area for explosive growth.
However, to succeed, one must be fast, after all, Packaged Foods face a lot of competition in the market. Their competitors are not Power Root, Nestle; what they need is a positioning, a brand that will make customers want to buy. When it comes to white coffee in childhood, we always mention Ipoh white coffee, later when it comes to kopi, it must be Oriental Kopi. Just like buying Ladurée when in France to buy macarons.
So now, the investors entering the market need to pay attention not to Hua Yang, which has long queues every day, but to go to major supermarkets to see...
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Columns Plenty of opportunities
Every time I talk to my friends about IPO stocks, I am a little puzzled. Those who have read some investment books or are followers of Warren Buffett will know that IPOs are definitely not to be touched. Because every IPO is launched at the best time in terms of performance (so it is already in the past tense). Then, in order to attract the public to buy, both the company and the Banks will advertise vigorously, set very optimistic Target Prices, and have high exposure in newspapers.
Why put in so much effort? Of course, it is to sell at the most perfect price. If you buy at the most perfect price, where will we make a profit? Are we desperately buying IPOs just for that 20-30% on the first day? Of course, some people invest millions, and 30% is already satisfying enough.
But I am an ordinary person, where do I have so much capital? So I often oppose buying IPOs, Autocount, Mr DIY, Farm Fresh, Speedmart... I always tell my friends that I am not interested.
As a result, on the day of these Stock IPOs, friends were all happy, but I was thinking to myself, oh no, here we go again. So when it comes to investing in Stocks, it's best not to speak carelessly, as causing harm while making little profit is truly a heinous crime. However, after a while, those Stocks dropped again, and they started doubting themselves once more. Every Stock will have its honeymoon period when it first goes public, but once it cools down, it all comes down to performance.
If you keep track of the company and their performance is decent, then of course you can take advantage of the pullback to add more; but if you hesitate, you might have to rethink whether your initial Buy was just to profit from the IPO. If you've already made a profit, then you can call it a day. Otherwise, sticking around...
Why put in so much effort? Of course, it is to sell at the most perfect price. If you buy at the most perfect price, where will we make a profit? Are we desperately buying IPOs just for that 20-30% on the first day? Of course, some people invest millions, and 30% is already satisfying enough.
But I am an ordinary person, where do I have so much capital? So I often oppose buying IPOs, Autocount, Mr DIY, Farm Fresh, Speedmart... I always tell my friends that I am not interested.
As a result, on the day of these Stock IPOs, friends were all happy, but I was thinking to myself, oh no, here we go again. So when it comes to investing in Stocks, it's best not to speak carelessly, as causing harm while making little profit is truly a heinous crime. However, after a while, those Stocks dropped again, and they started doubting themselves once more. Every Stock will have its honeymoon period when it first goes public, but once it cools down, it all comes down to performance.
If you keep track of the company and their performance is decent, then of course you can take advantage of the pullback to add more; but if you hesitate, you might have to rethink whether your initial Buy was just to profit from the IPO. If you've already made a profit, then you can call it a day. Otherwise, sticking around...
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Columns Updated daily.
Sometimes I really admire some netizens, who can explain why a stock goes up or down every day. Whether it is a decision to buy or sell; after doing the homework, we need to give the stocks some time, let the bullet fly a bit, and then we observe.
Stocks are suitable for distant viewing, not for close playing. Sometimes when you see a stock rise, and then fall the next day, you may have the idea of selling, fearing that the cooked duck may fly away. Maybe it hasn't reached the target price or stop-loss point in your mind yet, but just because of fear, you sell the stocks.
I often say that buying stocks requires confidence, and confidence comes from doing the homework. No guru can give us confidence. Just like a certain guru can go all in on a stock, maybe we only invest a few thousand yuan, not making big profits or losses; but if we operate like this every time, when can we reach the peak?
Just keep working hard on your homework.
Stocks are suitable for distant viewing, not for close playing. Sometimes when you see a stock rise, and then fall the next day, you may have the idea of selling, fearing that the cooked duck may fly away. Maybe it hasn't reached the target price or stop-loss point in your mind yet, but just because of fear, you sell the stocks.
I often say that buying stocks requires confidence, and confidence comes from doing the homework. No guru can give us confidence. Just like a certain guru can go all in on a stock, maybe we only invest a few thousand yuan, not making big profits or losses; but if we operate like this every time, when can we reach the peak?
Just keep working hard on your homework.
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$GENTING (3182.MY)$
The performance has been slowly declining before it is released.
Plus the possibility of being kicked out of the index, it has already turned very gray.
The results are not ideal, but it's not the end of the world.
Sell the rumors, buy the news.
The performance has been slowly declining before it is released.
Plus the possibility of being kicked out of the index, it has already turned very gray.
The results are not ideal, but it's not the end of the world.
Sell the rumors, buy the news.
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除却巫山还有山 OP 104238715 : If the Industry has low profit margins, some competitors can be eliminated. If the leading companies are not making money, other smaller players will struggle. Only by eliminating some can supply and demand return to balance. However, will competitors in China have even lower costs?