There was a fire outbreak at the Group’s factory and warehouse in Muar located at PTD 2805, Jalan Raja, Kawasan Perindustrian Bukit Pasir, 84300 Muar, Johor, Malaysia on 23 January 2021. The actual losses incurred from the fire incident are still being ascertained. Uncle Con you dont CB let ppl die can ah?
On 28/2/2021 I said the following in Dominant’s forum:
Profit margin & ROE are much lower if compared to Pohuat & Lii Hen. Lii Hen total trade receivables is 0.74 month of latest QR sales Pohuat total trade receivables is 0.94 month of latest QR sales While Dominant total trade receivables is 2.52 months of latest QR sales
Pohuat total liabilities is 141mil, 33% of total equity Liihen total liabilities is 177mil, 42% of total equity While Dominant total liabilities is 239.9mil, 77% of total equity
Pohuat & Liihen PE is about 8.8 times, may be that’s the main reasons why market valued lower on Dominant Another key factor is Pohuat & Liihen seem commanded much higher profit margin for their products than Dominant ROE of Dominant also only half of the 2, historically
Insas is not only tech, it is a very deep margin of safety stock loh!
Remember INSAS IS BOTH TECH GROWTH STOCK & VERY STRONG MARGIN OF SAFETY STOCK MAH....!!
INSAS HAS THE BENEFIT OF BOTH WORLD LOH!
THUS INSAS VERY SAFE MAH...!!
JUST PAKAI OTAK THINK LAH...!!
Yes inari is a growth company in technology sector something like gloves company in health sector loh...!!
Insas is a wealth creation company holding rm 2 billion worth of inari share compare to insas mkt cap of only rm 603m mah...!!
Do u notice of INSAS huge margin of safety or not leh ??
So if u invest in insas, u have both huge margin of safety of insas & huge earnings growth thru inari mah...!!
Remember if u hold 1000 shares of insas is equivalent u hold 840 shares of inari mah!
Lu tau boh ??
When come to recovery play insas will be the best mah...!!
Its Nta is rm 2.83 per share loh!
Its intrinsic value when inclusive of inari mark to market gain exceed rm 5.00 per share mah...!!
Insas has a net cash exceeding Rm 0.90 per share woh!
When comes to earnings based on half year result insas profits is already rm 148m or eps 22.2 sen loh!
It is anticipated insas can hit eps of 40 sen per share giving pe of 2.1x mah!!
Thus insas is a stock which have both strong earnings of eps of 40 sen & back up with strong intrinsic share value of exceeding Rm 5.00 per share compare with the huge discounted share price of rm 0.875 per share loh!
Thus INSAS IS A SCREAMING BUY loh which u should not missed mah!
if u invest in insas u will be very confident & sleep soundly bcos u have both margin of safety, growth, dividend yield and positive cashflow mah...!!
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....
Posted by Eastern686 > 2021-03-12 11:32 | Report Abuse