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楼主: lcchong76

lcchong76 专区:迈向财务自由

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 楼主| 发表于 2018-1-31 17:14 | 显示全部楼层
Analysis file – WELLCAL-FY17-Q4.xlsx
For growth drivers and challenges, you can read Management Discussion and Analysis in Annual Report 2017. I agree with the points made in WELLCAL’s MD&A, so I don’t have additional opinion here.
As at 27 Jan 2018, WELLCAL’s close price was RM1.49. I believe that WELLCAL is still slightly undervalued based on the following scenarios.
  • Baseline scenario – RM1.65 – 1.84
  • Good scenario – RM1.74 – 2.01
  • Bad scenario – RM1.60 – 1.74
  • Ugly scenario – RM1.48 – 1.64
I will continue to accumulate WELLCAL.
At the time of writing, I owned shares of WELLCAL.
Join my FB group: https://www.facebook.com/groups/lcchong for more collaboration.

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 楼主| 发表于 2018-2-1 17:35 | 显示全部楼层
Join my FB group: https://www.facebook.com/groups/lcchong for more collaboration.
#HAIO Updates – 1 Feb 2018
Analysis File – HAIO-FY18-Q2
6MFY17 results were very impressive where YoY growth rate of revenue and net profit was 39% and 53% respectively.
As Chinese will be celebrating CNY festival very soon, I expect #HAIO will enjoy very fruitful FY18 closing. As their quarterly report already explained their performance, I have no further comment.
CPI Malaysia rose by 3.5 per cent to 120.9 in Dec 2017, but consumer spending on healthcare products is not declining at all.
In my opinion, at 5.38, valuation of #HAIO is not so attractive because it is almost fully valued.
  • Baseline scenario – 4.5 – 5.5
  • Good scenario – 4.8 – 6.0
  • Bad scenario – 4.1 – 5.0 (unlikely to happen)
  • Ugly scenario – 3.9 – 4.5 (unlikely to happen)
Its dividend yield is around 3.1%.
As of now, I won’t accumulate #HAIO. I will consider to sell some of the shares to harvest good profits.
At the time of writing, I owned shares of #HAIO.
#KLSE #FBMKLCI #FundamentalAnalysis

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 楼主| 发表于 2018-7-21 10:28 | 显示全部楼层

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 楼主| 发表于 2018-7-21 16:31 | 显示全部楼层

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 楼主| 发表于 2018-7-21 16:31 | 显示全部楼层

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 楼主| 发表于 2018-7-26 01:08 | 显示全部楼层

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 楼主| 发表于 2018-7-29 23:12 | 显示全部楼层

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 楼主| 发表于 2018-8-4 11:35 | 显示全部楼层

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 楼主| 发表于 2018-8-8 13:13 | 显示全部楼层

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发表于 2018-8-9 15:29 | 显示全部楼层
Thanks for sharing.    I wonder if you have studied Sungei Bagan Rubber with respect to its high net asset value ( approx. 9.50) and relatively low stock price , mostly in the 3.00-3.50 range,  giving it a P/B of about 0.35 ?  ROE is about 1.0% in the trailing twelve months TTM.   Any thoughts on such company with high net assets but unable or not willing to generate strong cash flow ?

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 楼主| 发表于 2018-8-13 13:07 | 显示全部楼层

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 楼主| 发表于 2018-8-13 13:09 | 显示全部楼层
WaggaWagga 发表于 2018-8-9 15:29
Thanks for sharing.    I wonder if you have studied Sungei Bagan Rubber with respect to its high net ...

Their FFB production dropping every year. How would it possible to generate good results?

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 楼主| 发表于 2018-8-23 11:54 | 显示全部楼层

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 楼主| 发表于 2018-9-11 12:10 | 显示全部楼层

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 楼主| 发表于 2018-11-4 12:54 | 显示全部楼层

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发表于 2018-11-4 18:46 | 显示全部楼层
Thank you, your info very useful.

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