FrontKn is Semicon industry and direct biggest customer is TSMC.... arguably one of the biggest beneficiary of 5G....
FPI is just bluetooth speaker and musical instrument EMS company with Wistron shareholders, perhaps undervalued but comparing both is not apple to apple.
Fpi earning is triple higher than frontkn, yet share price is half of Frontkn. In additional, Fpi net cash is RM 1 pershare afford sustainable dividend payout 65%-75%.
Wistron have commence new production line in after it acquire former western digital manufacture plant in sunway industrial park. Wistron have begin allocate part of its global supply chain to Malaysia. There will be more interrelated business between wistron and Fpi in Malaysia.
Fpi = net cash RM 1/share + dividend 6% + steady EPS growth + EMS stock + collaboration with its major shareholder, wistron on many other internet of thing production ahead in Malaysia.
Fpi is my portfolio largest stock now at average holding cost above RM 3.10. I intend to keep all for its continue steady EPS growth while entitle its dividend income to indirectly lower my holding cost later.
I cannot find any other EMS stock which is better than Fpi in turn of dividend yield, EPS growth, net cash and strong major shareholder backing, wistron which just recently decide to commence new production line in Malaysia.
Aiyar, just check back history record know liao la, 4th qr always weak than the 3rd one, but dividend 10sen at least given. That why this stock keep falling, everyone know the season. Just u guy simply treat this as tech company lol. Merely just sound system company and talk non sense to goreng.
Once qr out then all habish, don't need say TA or what dy lar. Now everyone expect unbelievable result lol. Lie himself this stock as tech deserve higher pe bla bla. Just check the history record. 2017-2019 3rd qr always best result in the financial year. So 4th qr result always weak than the 3rd one. But dividend will given based on whole year profit 50% payout.
They thought this is tech company mah lol, expect demand and asp increased alot like other tech company. Pe13 u thought its low? U know how many good company now pe below 10 mah
Normally this kind of growth stock instead of goreng or tech stock the price always based on dividend yield 5%, if based on this calculation only worth rm2.
That how the valued for the growth stock lo. Fpi confirm good stock and growthing year by year based on result. But can't valued as tech company lor, only can valued as growth stock based on 5% dividend yield
If valuing growth stock at 5% div yield, more than half of klci growth stocks will limit down few days as most not even able to give div yield more than 2%
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....
clerinng
2 posts
Posted by clerinng > 2021-02-22 20:35 | Report Abuse
limit up coming soon