Vstecs - Buy above 1.39. Very good quarter result.
KKB - Buy above 2.01. Very good quarter result.
Jaks - Buy on weakness above 1.52. The share price will explode once the major resistance at 1.51 is crossed convincingly. Q4 2019 results will be good. Margin of safety is less than 30%.
VIS - Buy on weakness above 0.69.
Krono - Buy on weakness above 0.87. MACD buy signal appears.
i think Sanz solution revenue n profit did not consolidate in (not sure if is true as many firm in SG affected by corona virus). Again is my guess only. The reason i say so is due to stagnant of numbers of outstanding shares at the end of dec 2019 vs sept 2019. If not wrong, when whole deal complete, the total outstandkng shares of krono will be around 525 mil..But the quarter report only show 469 mil. I choose to hold. My target remain RM 1.50.
Prospects(cont’d)The Enterprise Data Management [“EDM”]Infrastructure Technology[“IT”]business will continue to be animportantbusinessdriverforthe Groupthrough continuous innovationof existingandnew EDMITsolutions and opportunities.The Groupis also expanding its EDM Managed Serviceswith innovative breakthrough “as a service” and expertise inenterprise solutionsfor on-premise, hybrid and cloud-based solutionsto meet our customers’needs.
Revenue drop is the biggest problem. Most of those unicorn company in US are emphasize on revenue growth with at least 30% YoY growth regardless of earning. As those company spend a lot more money for expansion. If Krono report profit drop but revenue up that can justify for the price but the Q report is not.
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....
RainT
8,448 posts
Posted by RainT > 2020-02-25 14:23 | Report Abuse
if see frm PBT perspective
this quarter result is consider as good le