Be confident on this stock. After the acquisition go Tecnic and the contract of Dyson, SKP will be able to get more big contracts from the international companies.
I noticed that there are many exercise of warrants in this two weeks. The investors might sell off their shares after that. This might be the reason of lower share price.
Now the utilization will improve on second contract which commence on Jan 2016. In addition, the additional capacity and consolidation from Technic will guarantee the earnings growth of SKP. So, with PE of 14x is considered cheap compared to other export players such as SLP & SCGM. TP: 1.76 based on Kenanga latest report.
it is a good time, that why ask you to switch the good quarter result will release on next week onward. Dyson increase order indirectly benefit vs also, why? skpres order PCBA part from VS!!!!
no need to switch lah, either skpres or vs or both aso can make money, today price quite good dym the more it drops the better, just collect. its not the end of the world just waiting for US job data.
No need to switch lol. Vsi have manufacturer keurig product. Keurig product now want to sell the company. Not guranteed that the new company will use vsi as their manufacturer as they already manufactured the coffee machine themselves.
SKPRES (TP: RM1.76) is our only OUTPERFORM stock for now, with investment merits being its: (i) resilient earnings prospect (at a 2-year NP CAGR of 93%) backed by its on-hand long-term contracts from the topnotch home appliance maker, Dyson as well as (ii) strong Balance Sheet and healthy Operating Cash Flow, which will support its generous Dividend Payout Policy of no less than 50% of PATAMI (translating into decent dividend yield of 2.9%-5.0%). Valuation-wise, it is also trading at an undemanding 10.8x FY17E PER, which is at an unjustified 10% discount from the industry average PER of 12x; all against its superb 2-year NP CAGR of 93% as well as the higher-than-industry (yet sustainable) margins backed by its cost pass through mechanism - Kenanga Research 7 Jan 2016 http://klse.i3investor.com/blogs/kenangaresearch/89346.jsp
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....
astalavista
2,278 posts
Posted by astalavista > 2015-12-04 10:09 | Report Abuse
no volume today