When an experienced n kind person advices all the greedy dreamers he will only get curses n scolds , so no point to show your kindness , just watch the show !
When an experienced n kind person advices all the greedy dreamers he will only get curses n scolds , so no point to show your kindness , just watch the show !
there are two major flaws of the author's thesis: 1) Assuming growth rate of over 20% with 50% safety margin, we get intrinsic value of RM 5.84. That is 68% downside. ---- orderbook increased by multifold and you're assuming growth rate of 20% with a safety margin of 50% (just say its 10% la like that)?????
2) PE method: We used average EPS in the last 5 years. EPS TTM would have given us a negative intrinsic value. We used sector P/EPS of 30 instead of its own P/EPS T4Q which is a negative number. Still, this calculation method gives us intrinsic value of RM 1.85, that is a shocking 90% downside. -- why use average and not forecast? duh??????
The bulk of its overseas revenue is derived from Europe, China and Thailand, while revenue from the United States only contributed 1% to its 2020 revenue.
By right, CGS-Cimb Research would never post false data right? Hopefully not.
“EV and battery orders made up 93% or RM189.4mil of its total secured orders from February to date.
“Based on these new projects, its outstanding order book is 2.1-times its total 2021 revenue. Genetec states that the length of these projects normally range from three to nine months.”
Malaysia is slowly becoming a failed state. Please tell the government to stop any lockdown or else the GDP forecast is nothing but a scam. The Zafrul interview this morning on Bloomberg was terrible
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....
cikminah7777
508 posts
Posted by cikminah7777 > 2021-07-08 16:55 | Report Abuse
Esok masih ada