Posted by L. C. Chong on March 6, 2014
DELEUM Analysis:-
Excel – http://lcchong.files.wordpress.com/2014/03/deleum-q4-2013.xlsx
PDF – http://lcchong.files.wordpress.com/2014/03/deleum-q4-2013.pdf
My View:-
- Fair value
– 5Y DCF: 5.21 – 5.89 (MOS: 6% – 17%)
– DELEUM is near fully valued.
- Market Timing
– EY%: Buy under 2.43, sell under 5.03
- The long term outlook looks bright for Deleum, with a RM3.5bn orderbook lasting up to 7 years and 2 major contracts commencing in FY14.
- I will wait for bigger correction. Let see how it goes.
Latest Financial – Q4 2013 Financial Report (25 Feb 2014) http://www.bursamalaysia.com/market/listed-companies/company-announcements/1547721
At the time of writing, I did not own shares of DELEUM.
http://lcchong.wordpress.com/2014/03/06/deleumfundamental-analysis-6-mar-2014/
Created by Tan KW | Jan 02, 2025
Created by Tan KW | Jan 02, 2025
Created by Tan KW | Jan 02, 2025
Created by Tan KW | Jan 02, 2025
Created by Tan KW | Jan 02, 2025
Created by Tan KW | Jan 02, 2025
heavyth
Can enter now...???
2014-05-02 16:11