scary..export stocks coming bck

Usd so high oledi, why people still scare of flb, funny

4.17 oledi, scary

moving forward with strong USD, the cash generation will be higher which I do not want to calculate now, I make it very conservative first

notice that this company has been maintaining total debt around 300M since 2009, in 2009 total cash is 200M, 2016 Q1 is ~400M, 200M cash increase in 7 yrs, or ~30M per year ,~which is great

good good 14, 15 no issue

company now has 15cts cash per share, coming forward, I see ~15M cash flow in per qtr or ~60M cash flow in per year, this will double 15cts cash per share to 30 cents cash per share next yr

have tracked back the record, fong siling average buy price is 1.1x, I think wtk has reached bottom

is time also to consider this defensive stock, do you know why toto is not performing than magnum?

Calvin dreaming

Not looking good now, nxt qtr will lose due to strengthening usd

Tell me which company give rights are good? U see bstead, lonbisc are all bad examples

If want to give, give warrant, dun give right, warrant means if company perform, then only i put in money, if right means i give money first then not confirm can or cannot perform

Well manage company does not do this

Issue right and dual listing nonsense

Dun bet so much, nothing impressive, if you have profit sell and run, if lose a bit cut loss

U r lucky no gap down, better sell as it will trade sideways

this company smart, foreign xchange loss reported under comprehensive income and not as other income/operating expense, this way will not affect EPS, if look at cash flow, does not look great at all, with -ve flow,

icon8888 statement":-> the invest at this moment comes with high risk, paying for future, as the new contract won is just able to cover the lost revenue
This level of PER is not exactly very exciting. However, investors are buying the stock for its future. EG is at early stage of a beautiful growth story. With targeted completion of new plastic injection factory by second half of 2016, group performance is expected to further improve.

it will fade down one day

can you find a company that is successful with so many listings in different countries? it creates more problem, be simple is better, I tell you SMT industry is simple industry, many people can do, unless like PIE who has strong back-up from the Taiwan parent company Hon Hai, if not then very competitive, 10 yrs ago, many SMT companies close down one by one, history may repeat if everyone too positive on it...

thanks geary, I will have a look on Value Partners, Asia Value Investor

Danger is no high recurrence income, contract come in just to replace the old revenue, it is not a fanstatic company to boast, find other company better, is like genetec but genetec is worse

Potential another genetec? Is not now maybe nxt day

Result so so, no dividend some more, this one is very short term, product is simple competitor can do, just a normal product, vs has big capacity can do, let eg waste money , waste ur money from right, build the plant, then vs fight back the volume and fill the capacity

146 million is only 1x and is just like 1 qtr revenue

Result so so, no dividend, with right some more, kyy some more in eg, gap down tmr

Possible gap down

Tmr may go down

Result is mixed, the expectation is hv to be better qtr on qtr and not yr on yr

Save the best for last

Kyy is not the top 30 in hevea

Hi gaery, the way u describe like you have read winning investment book recommended by koay yi chuan

Will be back soon

Kyy is silent now , investment philisophy of market crash makes us loser, it is lesso learnt, as a lesson, beware of other stocks he hold now like lihen
And vs

He too pessimistic, his same view 5 yrs ago

Parkson , bstead are bad

Think from the business prospect

End of june

Kyy does not know accounting, he only look at the final eps, he just an engineer

Margin calling to kyy, let him sell first, his investment philosophy is from market crash book, he will only buy uptrend stock, sell downtrend, my philosophy is buy good fa stock at cheap price

Shareinvestor 1188, there is no right or wrong on the exchange loss to be parked where, it is still within the rule

Results is good but smart accounting not to include the forex loss makes it look even better,

Is already a net cash company

My target is only better yr on yr, look at the cash flow increase 50 million

only the profit is difference due to how exchange rate loss is booked in or the accounting tricks

they are all equally good if look at the free cash flow,

hi paperplane 2016, if you look at the free cash flow for flb, lihen, pohhuat .

I have info wtk profit will be higher yr to yr, let see,

this is an example stock where kyy will not buy, you see the share price is increasing yr to yr for the past 10 yrs, if kyy in the share price will only trade sideways