A very detail presentation...something that you can rarely find people coming up with. Keep up the good - hard work JT Yeo..
Not gone through in detail...but I am quite curious on the initial growth rate of 8% basis...need to check & compare with my own derivations when I have time..
(small comment:..for laymans like me...the current PE together with the clearly visible near future expected EPS changes...always makes the message simple , strong and easier to grasp!... :))
Where can compare homeriz with oka? Both is totally differences industry. Homeriz is a furniture company. Dont misslead people again. Please compare using a same industry.
One more thing, when u start to speculative about shares? Management say wan to increase then increase? Any plan? Any fixed assets bought? Any project added? What is the order book? Currently world economy is not good. Wan to incresse then increased?
hi Ricky Yeo, based on The Edge magazine publish article title 'CMS the big winner in Pan Borneo Highway Project' on Jan 18, 2016 stated that about 50% of the highway cost could be for material cost. http://paultan.org/2016/01/27/banting-taiping-west-coast-expressway-5-complete/ WCE construction cost about RM5B. Assume 50% for material cost, RM2.5B and assume 5% net profit margin, it will be RM125M. How much net profit for precast concrete player? i have no idea
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
piggybank
132 posts
Posted by piggybank > 2016-03-11 17:49 | Report Abuse
Well written!