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Hupseng have been paying 6sen/year in dividend since 2015 and maintained more than 100% dividend payout since end of 2016. This means they have been paying more in dividend than they have in net profit - how sustainable is this? One sign is that they total equity have been reducing albeit slightly from 170mil to now touching 150mil. Under the current case with expected margin squeeze (albeit slightly again), they may need to consider cutting dividend to 5sen/year. If they are to maintain a reasonable historical 6.5% dividend yield which much investors expect from a stock like Hupseng then the price of the stock have to decrease to $0.77. Interested to know what are they going to do in the next 12 months.

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Stock: [ASIAFLE]: ASIA FILE CORPORATION BHD

2018-05-24 14:44 | Report Abuse

Valunomics: Asia File Corp Bhd (RM 3.14)
https://klse.i3investor.com/blogs/Valunomics/158012.jsp

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Stock: [RKI]: RHONG KHEN INTERNATIONAL BERHAD

2018-05-23 10:11 | Report Abuse

Finally, share buy back is announced!

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Stock: [UCHITEC]: UCHI TECHNOLOGIES BHD

2017-06-03 18:04 | Report Abuse

Valunomics: Uchi Technologies Berhad (RM1.51)
https://klse.i3investor.com/blogs/Valunomics/124582.jsp

We cannot recommend a buy. However we expect price to be adjusted to the value.

News & Blogs

Blog: Valunomics: Top Glove Sdn Bhd (RM2.33)

2017-05-11 13:05 | Report Abuse

Capacity needs sales to translate it into revenue. I believe I was being generous to provide the range of cagr in the analysis.

News & Blogs

Blog: Valunomics: Top Glove Sdn Bhd (RM2.33)

2017-05-11 12:46 | Report Abuse

True but the reality is the market is pricing above 14% cagr growth and that's an example of irrational exuberance!

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Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD

2017-05-11 11:00 | Report Abuse

Intrinsic Value at RM2.33

More: https://klse.i3investor.com/blogs/Valunomics/122595.jsp

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Stock: [AHEALTH]: APEX HEALTHCARE BHD

2017-04-27 16:51 | Report Abuse

VALUNOMICS:
Valuation at MYR 4.06 completed as of today 27 April 2017 with latest Annual Report. I cannot recommend a buy.

Read more here: https://klse.i3investor.com/blogs/Valunomics/121562.jsp

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Stock: [MUDA]: MUDA HOLDINGS BHD

2017-04-14 18:17 | Report Abuse

Intrinsic Valuation is at -RM121MIL yes! negative. Why? https://klse.i3investor.com/blogs/Valunomics/120719.jsp

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Stock: [ASIAFLE]: ASIA FILE CORPORATION BHD

2017-04-14 17:01 | Report Abuse

I cannot recommend a buy on Asiafle https://klse.i3investor.com/blogs/Valunomics/120719.jsp

Stock

Stock: [CHINWEL]: CHIN WELL HOLDINGS BHD

2017-04-13 16:56 | Report Abuse

Chinwel has steel commodity price risks and margin normalization. This will impact the stock although it has healthy financials. Construction trend is cooling and that will impact customer consumption for their products. Purchase it with caution.

I believe its intrinsic valuation is at 1.75-1.70 with the following Going Concern assumption: 2-3% revenue growth, 12% operating margin (average of last 4 years), ROIC of 11.4%-10.3%, WACC of 10.8% and terminal growth rate of 1.54%.

At current price levels of 1.77 it is at intrinsic value. This is as per Going Concern assumptions with no Margin of Safety.

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