There is not a real growth as the company revenue is reducing. What you can say is only the profit margin increased with better cost control and lower price of raw material as well as some gain from foreign exchange.
Of course any gains is welcome. Since we are on forex, don't you think its a good timing if new orders are secured? The capex thing was floating since April. Any concrete news to new orders is certainly most welcome.
I just sold house and sold car to buy LCTH Now it is rewarding me It is why I like it Who want to own a house that is so slow need to wait 30 years to appreciate I need to make 25% per years because commitment is high
How do you judge a company growth? Renevue? Some company can make millions of renevue but the ebit is as lower than its peers Can we considered it as growth? Of course we also need to consider every parameter that will contribute to the growth
Renevue growth is same Ebit growth is increase Np growth is increase Margin is increase So we can conclude the company has no growth because renevue is same It is just so simple why it need to take a genius to figure it out
There is nothing wrong to think about renevue as the factor as the only growth to company Because most people think work harder( more renevue) you get more money How about work smart ( more margin) and get even more money?
The only thing is wrong to this company is it is so efficient that it do not need to spend extra money on unnecessary expense compare to it's peer The more money they save they more money they can keep and then to reward their loyal investors with all the money they can keep Is it wrong to you but it doesn't wrong toe because I love a company that is so perfect that it can attract curiousity
One thing I like the company is that their management is very efficient and I do not need to worry about my money is at risk under their control I would keep this shares for the next 5-10 years without any fear
Money works for you better. Tomorrow price should be above 0.80 because of dividend. (x date 26 Nov; Entitlement 30 Nov) Say 160000 (0.80 x 200000 lots) is put in 1 month fixed deposit at PBB Golden 50 plus @ 3.25%, investment reurns only 433.33. But tomorrow if you buy 200000 lots at .80 you are entitled dividend returns of 1,000.!! So can go or cannot? Making money work smarter for you is better. (Disclaimer; of course if the price drops, then its silly, isn't it)
I believe the company has the chance to perform better renevue and better profit margin at the same time if it was given the opportunity because their management prove their worth by showing a fly color qtrly result
But if you price goes higher than 0.80, then your returns is............that is the risk and reward factor of investment. But LCTH is a sound investment. Thats way some say its climb is boring. I am ok if its boring as long as my invested value increased.
Even at 0.8 the company is still too cheap for me because the company is obese with a lot of cash compare to its peer They do not need to worry about any financial crisis that is about to happen The risk to the company is very low Imagine you can buy a company at 50% discount because it is cash rich also they perform far better than all of its peers
The poin is co. gain forex in export and invest usd.after comoditi drop and 1mdb, foreiners fund sales share and myr/usd.if lcth take same action invest myr50m /usd and get 10% from 27% myr drop , co. Got 5m profit.ltmean just 3.623m prof.from produc with same renevue.how you interpr the co?
It is tiring to deal with speculator They have a lot of problem since last few weeks Btw congrats to all still holding it today Despite all the negative comments leave by them We didn't fall prey into them
In fact the revenue did not increase much, very big portion was due to currency matter which the effect has already included into the current share price. Its expected the price to remain. Its still a good counter though, at least earning increased.
No worry it will go up eventually, LCTH on right direction. COS more effective show great improvement on costing, rightsizing for operation decrease expenses increase profit. and strengthen on USD extra 3.2m gain.
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....
lzz88
136 posts
Posted by lzz88 > 2015-11-12 18:16 | Report Abuse
There is not a real growth as the company revenue is reducing. What you can say is only the profit margin increased with better cost control and lower price of raw material as well as some gain from foreign exchange.