WELLCAL @ 31st April 2018

WELLCAL @ 31st April 2018

WELLCAL

1.32

ROE >20%, Net Margin% > 20%, Strong Free Cash Flow. 是基本面强劲的公司。

However, 之从上季业绩净利，差强人意之后，股价就一直向南。。。😨😨
如果这个五月尾业绩无起色的话，肯定会继续下降。。🤔🤔🤔

现在大约 trade 19 PE.

如果可以在18 PE以下 entry 最好。

应该可以再等等。。。。

FAVCO @ 27th April 2018

FAVCO @ 27th April 2018

HIBISCS @ 27th April 2018

HIBISCS @ 27th April 2018

ANNJOO @ 27th April 2018

ANNJOO @ 27th April 2018

Semi-Conductor Peers Comparison @ 21st April 2018 - KESM, MPI, UNISEM, VITROX, INARI, GTRONIC

Semi-Conductor Peers Comparison @ 21st April 2018 - 

KESM, MPI, UNISEM, VITROX, INARI, GTRONIC

UNISEM @ 21st April 2018

UNISEM @ 21st April 2018

MPI @ 21 April 2018

MPI @ 21 April 2018

GTRONIC @ 21st April 2018

GTRONIC @ 21st April 2018

VITROX 21st April 2018

VITROX 21st April 2018

KESM @ 21st April 2018

KESM @ 21st April 2018

INARI @ 21st April 2018

INARI @ 21st April 2018

ARMADA @ 21st April 2018

ARMADA @ 21st April 2018

DNEX @ 20th April 2018

DNEX @ 21st April 2018

PADINI Basic Analysis @ 16 April 2018

PADINI Basic Analysis @ 16 April 2018

The ROE is more than 20% which is consider very good. However, last 4Q ROE is getting lower and lower as compared with FY2016 and FY2017.

The high ROE % were due to high asset turn-over and high leverage. Net Profit was not the main factor.

The quality of Total Shareholders equity were excellence! More than 85% were from Retained Earnings.

PADINI still manages to pay dividend DY 4%, even through with high Retained Earnings. This is very amazing.