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HAIO Updates - 1 Feb 2018 - L. C. Chong

Tan KW
Publish date: Thu, 01 Feb 2018, 05:56 PM
Tan KW
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#HAIO Updates – 1 Feb 2018

Analysis File – HAIO-FY18-Q2

6MFY17 results were very impressive where YoY growth rate of revenue and net profit was 39% and 53% respectively.

As Chinese will be celebrating CNY festival very soon, I expect #HAIO will enjoy very fruitful FY18 closing. As their quarterly report already explained their performance, I have no further comment.

CPI Malaysia rose by 3.5 per cent to 120.9 in Dec 2017, but consumer spending on healthcare products is not declining at all.

In my opinion, at 5.38, valuation of #HAIO is not so attractive because it is almost fully valued.

  1. Baseline scenario – 4.5 – 5.5
  2. Good scenario – 4.8 – 6.0
  3. Bad scenario – 4.1 – 5.0 (unlikely to happen)
  4. Ugly scenario – 3.9 – 4.5 (unlikely to happen)

Its dividend yield is around 3.1%.

As of now, I won’t accumulate #HAIO. I will consider to sell some of the shares to harvest good profits.

At the time of writing, I owned shares of #HAIO.

#KLSE #FBMKLCI #FundamentalAnalysis

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Be the first to like this. Showing 4 of 4 comments

gohkimhock

Thanks for the analysis file. After analysing it, i feel more room for growth. Hence, i am not selling mine and will continue to hold it. As Coldeye says, dont sell your winner. 投资要成功,必须有“三识”,就是:知识、常识、胆识

2018-02-01 20:44

Outliar

@gohkimhock As one of the biggest proponents of HaiO, I remember you saying anything under 5.50 is a bargain, do you stick by that? Curious as I too recently accumulated HaiO

2018-02-01 20:53

gohkimhock

yes @Outliar. I stand by that.

2018-02-01 20:55

sleang

agree, holding mine as well unless they make less profit and biz going downhills...no need to sell when their biz is growing :)

2018-02-01 22:42

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