Saturday, 10 October 2015
Description
|
Value
|
Criteria
|
Point
|
Price to Tangible Book Ratio
|
0.50*
|
< 1
|
5/5
|
Stock Valuation
|
CAPM => 2.83%
Return (2008-2014) =>22.66 %
Undervalue by 19.83%
|
CAPM < Return
|
5/5
|
Return on Asset
|
2.94*
|
> 0
|
4/5
|
Return on Common Equity
|
4.17*
|
> 0
|
4/5
|
Quick Ratio
|
3.48*
|
>1
|
5/5
|
Long term Debt / Total Capital
|
-*
|
<50%
|
5/5
|
Continue Dividend over Past 10 Years / Since Inception
|
Yes
|
Yes
|
2/2
|
Cash From Operation
|
Positive > 5 years
|
Positive
|
5/5
|
Total Point
|
|
|
35/37
|
PROS:
|
è Malaysia printed circuit board plant in Malaysia is now able to print two layer printed circuit board.
è Many electronic appliances now days (computer, hand phone, LED, etc) is using printed circuit board.
è The land in Pulau Pinang is a prime piece of land.
è More palm oil trees reach maturity this year.
|
CONS:
|
è GUH had diversified into too many segment.
è Printed circuit board industry is competitive, GUH force to reduce the selling price of the printed circuit board.
è Combodia Utilities Pte Ltd concession expired in May 2015. These concession make up of GUH 30% profit for 2014.
è Declining CPO price recently might affect the revenue of GUH.
è GUH did not push hard on their light fitting.
|
|
PROS:
|
è Tan Sri H’ng is the founder of GUH and GUH is the only public listed company his family owned hence the H’ng family will do their best for the company.
|
|
PROS:
|
è GUH does not have any borrowing and have large amount of cash.
è Have 44.63% of account receivable in renminbi and 29.39% in US Dollar, these might increase the revenue of GUH as the declining of Malaysian Ringgit recently.
|
CONS:
|
è Drop in revenue from unallocated non-operating segment might be seen in the next quarter.
|
http://ivkls.blogspot.my/2015/10/stock-review-guh-3247.html
Chart | Stock Name | Last | Change | Volume |
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Created by Tan KW | Nov 04, 2024
Created by Tan KW | Nov 04, 2024
Created by Tan KW | Nov 04, 2024
Created by Tan KW | Nov 04, 2024
Created by Tan KW | Nov 04, 2024
Created by Tan KW | Nov 04, 2024
IVKLSE
Thanks for sharing my article.
2015-10-25 16:49