Investors should prioritize industry and company fundamentals over market price fluctuations. Currently, the industry and company are in their early stages, presenting abundant opportunities for growth.
According to Chin Kem Weng, the Managing Director, the segment's growth and development have a significant runway ahead. This is due to the global shift towards mass and industrial electrification, as well as digitalization, encompassing various sectors such as business, telecommunications, the Internet of Things, entertainment, transport, e-sports, and content.
Dear fellow shareholder, let us recall the previous sell-off I executed with Tesla. It appears that I am embarking on a similar journey once again. Currently, I am in the process of gradually divesting my investments in Tesla and diligently searching for optimal avenues to allocate my funds for maximum effectiveness.
Thank you for sharing your perspective on the fair value of the stock. I'm interested to learn more about your valuation methodology and the factors you considered. Could you please provide further details on the following:
Valuation Method and Metrics: Could you elaborate on the specific valuation method and metrics you used to arrive at the fair value range of 80 sen to 1.10? This information will help me understand the basis of your analysis.
Growth Assumptions: What growth assumptions did you incorporate into your valuation? It would be helpful to know the factors you considered regarding the company's future growth potential and how they influenced your fair value estimate.
Industry Outlook: To what extent did you take into account the industry outlook when determining the fair value? Considering the latest developments in the EV, Data Center, and ES (Energy Storage) industries, both locally and globally, can provide valuable insights into the company's potential trajectory.
I appreciate your willingness to discuss these aspects and look forward to hearing more about your analysis.
Thank you for the opportunity to invest in the sell-down. It's great to have the chance to deploy the funds I received from my Tesla investment. I'm confident in the industry's potential and the positive prospects it holds. However, I'm curious to know how much further the price might drop. While I believe in the industry's bright future, I wouldn't mind purchasing more shares at a lower price, as it would allow me to own a larger stake without increasing my investment amount.
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....
Genetec A baby step
460 posts
Posted by Genetec A baby step > 2023-06-12 12:23 | Report Abuse
Investors should prioritize industry and company fundamentals over market price fluctuations. Currently, the industry and company are in their early stages, presenting abundant opportunities for growth.
According to Chin Kem Weng, the Managing Director, the segment's growth and development have a significant runway ahead. This is due to the global shift towards mass and industrial electrification, as well as digitalization, encompassing various sectors such as business, telecommunications, the Internet of Things, entertainment, transport, e-sports, and content.
To gain a deeper understanding of the industry and company's development, you are cordially invited to visit my blog at https://klse1.i3investor.com/blogs/genetec_rm400/blidx.jsp.