Posted by toto > 2020-02-05 11:20 | Report Abuse

Yorkyork 大哥, 请请你的指導

Posted by yorkyork > 2020-02-05 11:24 | Report Abuse

Jimo 哦 谢谢 反正hold 就可以了

Posted by yorkyork > 2020-02-05 11:26 | Report Abuse

Toto 风低买进 inari吧 有机会直追Apple price

Posted by yorkyork > 2020-02-05 11:27 | Report Abuse

Jimo 你的消息也盲准一下 呵呵

Posted by Wudishijimo > 2020-02-05 11:42 | Report Abuse

没有消息，这一切数据都可以在季报等等文件中找到。Mi的业绩是最容易被跟踪的，业绩出的提早几个月都已经能预测到了。

我已经预测至Q1业绩，但实际的等这一次出业绩才能知道

Posted by Wudishijimo > 2020-02-05 11:42 | Report Abuse

先前有人问我的tp，我一直很坦白就是年尾3.30

Posted by yorkyork > 2020-02-05 11:49 | Report Abuse

是的 我tp3.00 而已要看接下来如何

Posted by Wudishijimo > 2020-02-05 11:55 | Report Abuse

我不质疑自己的研究因为Q3已经成功算到了。
我算的只是机器，不包括维修。

Posted by Wudishijimo > 2020-02-05 11:57 | Report Abuse

也有一个挺乐观但很逻辑的算法 - QR Q3 2020 - PE 20 - 股价RM4.93

Posted by yorkyork > 2020-02-05 12:05 | Report Abuse

加油

Posted by toto > 2020-02-05 12:06 | Report Abuse

Yorkyork 和 jimo哥, 好像相当清楚这家公司的运作. Got insider there?

Posted by toto > 2020-02-05 12:09 | Report Abuse

谢谢, 谢谢再谢谢YorkYork 大哥.


yorkyork Toto 风低买进 inari吧 有机会直追Apple price

Posted by Wudishijimo > 2020-02-05 13:45 | Report Abuse

没有消息没有insider

Posted by monetary > 2020-02-05 14:35 | Report Abuse

听到我口水流到脚板。

Posted by Wudishijimo > 2020-02-05 14:53 | Report Abuse

幻想一下还是不错的

Posted by toto > 2020-02-05 17:02 | Report Abuse

是啰, 听到我高兴到要死, 赶快计算我将来会赚到多少钱

Posted by yorkyork > 2020-02-05 17:20 | Report Abuse

当市场多人知道，一定洗人 . 所以就有所谓的 weak holder. 留下来的就是那些对公司有confident 的share holder.

Posted by yorkyork > 2020-02-05 17:21 | Report Abuse

所以我都不看图. 画到一推indicator 浪费时间

Posted by yorkyork > 2020-02-05 19:04 | Report Abuse

业绩要来了 去看prospect 是如何， 包你满意.

Posted by yorkyork > 2020-02-05 19:05 | Report Abuse

还是一样 我长线

Posted by Wudishijimo > 2020-02-05 20:44 | Report Abuse

前景很明确，容易看到路。这个是可以闭着眼睛放着的股。

Posted by toto > 2020-02-05 21:25 | Report Abuse

希望将要来临的业绩真的是令人满意.

Posted by Wudishijimo > 2020-02-05 22:32 | Report Abuse

等业绩出来再来验证看我预算得对不对。

Posted by yorkyork > 2020-02-06 09:50 | Report Abuse

就算业绩打票 未来是个趋势

Posted by yorkyork > 2020-02-06 10:17 | Report Abuse

wukong 不是买票了吗？ 不希望上吗？

Posted by Wudishijimo > 2020-02-06 10:20 | Report Abuse

wukong那个太监的话不要看比较好。
你妈妈知道你没鸡鸡了吗？

Posted by yorkyork > 2020-02-06 10:34 | Report Abuse

嗯嗯

Posted by yorkyork > 2020-02-07 09:59 | Report Abuse

今天又可以加 t4

Posted by yorkyork > 2020-02-07 10:01 | Report Abuse

看看Greatech业绩market cap, 差不多一样， 一个3.00 一个2.00

Posted by Collin Soo > 2020-02-07 10:52 | Report Abuse

是不是Greatech的Investor Relation做得比较好？哈哈

Posted by Cakes Moon > 2020-02-07 10:57 | Report Abuse

Now with 2 new plants full operation in Bayan Lepas & Batu Kawan,can the company revenue double or quadruple?
york, jimo or anyone got any insight on this?
https://www.theedgemarkets.com/article/mi-technovation-set-expand-beyond-semiconductor-sector
I just don't understand why Affin & Inter-Pacific houses only forecast profit to increase by 50% while production capacity has expanded nearly four-fold.

Posted by yorkyork > 2020-02-07 11:03 | Report Abuse

Greatect 有特斯拉 support. Mi 有 xxx 不可透露

Posted by yorkyork > 2020-02-07 11:04 | Report Abuse

Moon 我说最后一次 mi今年是可以double revenue.

Posted by bsngpg > 2020-02-07 11:04 | Report Abuse

I have doubt that the Batu kawan new plant is in operation now. Would appreciate if you can confirm your info.

Posted by yorkyork > 2020-02-07 11:06 | Report Abuse

你需要在5月的quarter result 就会看到mi revenue 是加一倍的

Posted by Cakes Moon > 2020-02-07 11:07 | Report Abuse

york, thank you for your insight.

Posted by yorkyork > 2020-02-07 11:08 | Report Abuse

2个会飞的是 mi 和inari. Operator 4月会有行动. 留意

Posted by yorkyork > 2020-02-07 11:13 | Report Abuse

管他武汉不武汉 订单的确在手了

Posted by Wudishijimo > 2020-02-07 11:21 | Report Abuse

嘿嘿嘿。operator早都开始了。局也布好，等业绩出了全世界就爆了

Posted by yorkyork > 2020-02-07 11:34 | Report Abuse

是的

Posted by toto > 2020-02-07 11:34 | Report Abuse

真心感谢大家无私的分享

Posted by yorkyork > 2020-02-07 11:34 | Report Abuse

行动是猛涨 不是收票

Posted by toto > 2020-02-07 12:56 | Report Abuse

Wondering why greatec & uwc 比 MI 快升上很多？MI 好像正在学飞哦

Posted by Wudishijimo > 2020-02-07 13:47 | Report Abuse

删除，就等时间过，业绩出。

Posted by yorkyork > 2020-02-07 14:38 | Report Abuse

Toto, 因为uwc n greatec 都是特斯拉 supplier

Posted by yorkyork > 2020-02-07 14:51 | Report Abuse

我知道有3个 GREATEC , UWC , PENTA.

Posted by toto > 2020-02-07 17:12 | Report Abuse

Yorkyork, 原来如此, 哗你真的对很多tech stocks 的background 了如指掌, 佩服佩服. 那么MI supply 给的那家公司有没有特斯拉那么励害？

Posted by yorkyork > 2020-02-08 15:19 | Report Abuse

封底买进. Supplier 是日本不是中国.

Posted by yorkyork > 2020-02-08 15:42 | Report Abuse

武汉反而对亚州有帮助，第一贸易战， 美国很多公司都move out, 不然规模缩小.，对美方冲击是变小了.2, 现在中国武汉，美国公司冒汗.多多少少都会影响.美国不得不把其他的往中国以外下订单. 比如印尼 马来西亚 . 印尼600rm 最低， 1200rm 是马来西亚. 越南低 但没技术.新加坡 还可以. 你问我 马来西亚现在要改善的是logistics, 所以很多马来西亚都出口到新加坡，然后新加坡再export其他国. 新加坡物流真的一流.

Posted by toto > 2020-02-08 15:43 | Report Abuse

Yorkyork, 听你这么说, 看来这个supplier 来头也不小哦. 好的, 我一定会逢低加码.