haha klee you are really funny. you are just like a stray dog barking at passerby. no point bashing VenFx when what you say are absolutely rubbish. if you want to argue, please come out with facts and evidence. everyone here will appreciate that
Anybody here please help me to calculate the IV (intrinsic value) of this EG, the value analysis of my IB (investment bank) give an unbelievable very high IV. Disclaimer this is not a buy/sell call, trade/invest on your own risk.
Rolling over Net profit = $20mil(rolling up x last 3qtr)+ $6.6mil (est. Q3 n.profit) Earning per share : $26.6 net profit ÷ 221.3 mil shares = $0.151 Fair value : x12 applied (median p.e. x 18) = $1.51 fair price for 2017
By time EG improve their net profit margin above 6% and furthur cost effective through scale of economical production ... EG shall return to most Fund managers radar . 2018 shall furthur anticipated with $1.80(before ex right) given the EMS growing demand world wide.
Good tiu from Venfx bro, tis hantu only spend time to kacau2 in many counters. No even one good counter in his eyes. Negative thinker. If he come to my counters to kacau, I probably tiu him more kaw2 then you..
This Rooster EGgs reban's ( EMS ) - peers ( eg. Vs / Pie / Geshen / COMel / Denko ) has a Year To Date (YTD) performance of [ 40% ] and expecting still growing at 8% Cagr annually till 2020 with Worlwide increasing Ems demand from the Big name electronic manufacturing to Malaysia as the manufacturing hub.
Not to mention Ems- BslCorp has spur to sky of 100% (YTD) What is EG's YTD performance ?
While Tech-(ATE) eg. ( Penta / Vis / Mmsv / Vitrox ) experiencing a YTD of averagely [ 260% ] .
Just to clarify further, EG only do PCBA for customer D, but VS is doing complete box build product for customer D. From the result of VS, you all have seen the power of 'box build'.
Up to date, EG has garnered more box build orders, and they are now also actively pursuing customer D to give more box build order to them.
In fact, cordless hairdryer & bladeless fan has been awarded to Eg . With available plant capacity , Eg likely to secure more order after customer D plant visiting.
need to see how is the set up of the production to seduce more order frm client "D". To transform frm traditional PCBA to full assy line is not easy. there is a curve/ cycle need to go through. Frm R&D, Engineering, production, supply chain.... long way to go. Good luck for EG..
As far as i know, Eg has progressed well since start ' Vertical Integrate ' (V.I.) their operating system . Has anyone study SKPres take how long to curb the learning curb, as they are doing excellent or at least on par with Vsi.
Still need one key point "relationship". When you are too far away frm your client they will not always remember you at the first place. Manufacturing line always come with a lot of challenge. Let see how EG react coming year. Hope everything turn better.
Venfx sifu,from this quarter report shown that the revenue for box build is lesses than the last quarter, despite the company raised fund for the expension of the box build (As mentioned by Alex Kang ) . If this time using the same reason for fund raising can we believe him?
" In fact, cordless hairdryer & bladeless fan has been awarded to Eg . With available plant capacity , Eg likely to secure more order after customer D plant visiting."
VenFx, the cordless hairdryer and bladeless fan, are they box build orders?
If the one that come to inspect EG plant is customer D, as mentioned by Kang in the article:
Even from the RI prospectus, EG mentioned they have secured new box build worth 150M per annum for the next 2 years (that means a 300M box build orders). But sadly, everything is so quiet.
Let the result speak for itself . As long as EG keep growing, with their relatively smallest in qty by 211.3mil shares to its peers, the spike can be very lucratively.
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....
klee
3,523 posts
Posted by klee > 2017-06-11 19:52 | Report Abuse
Aiyoh low class salesman venfx losing cool...wakakaka.
dun talk history to me...today ur rotten egg is as rotten as you.