Stock Pick 2019 - L2
Owner: Tan KW
Access Type: SHARED | Tag: SP2019
Stock Pick 2019 - L2 (http://klse.i3investor.com/servlets/cube/5eed.jsp)
TOC - https://klse.i3investor.com/blogs/stock_pick_2019/187676.jsp
Mr Tan, kindly include https://klse.i3investor.com/servlets/pfs/116164.jsp
Thank you.
Posted by L2 at Dec 31, 2018 05:04 PM
TOC - https://klse.i3investor.com/blogs/stock_pick_2019/187676.jsp
Mr Tan, kindly include https://klse.i3investor.com/servlets/pfs/116164.jsp
Thank you.
Posted by L2 at Dec 31, 2018 05:04 PM
Total Value
180,058.27
Today's Change
+1,345.00 (0.75%)
Allocation
Stock's Value 176,806.00
Current Holding 10 Stocks
All Time Holding 10 Stocks
% of Total Value 98.19%
Available Cash Balance 3,252.27
Current Cash Balance 3,252.27
Unpaid Dividend 0.00
% of Total Value 1.81%
Performance
Average Cost 103,217.50
Unrealized Gain +76,840.77
% over Average Cost 74.45%
Total Capital 100,000.00
Total Return +80,058.27
% over Total Capital 80.06%
Last Updated:
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Holding
Hints:
[1] Click the icon on table to view the stock's What If Analysis Page.
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Stock:
Cost:
| Stock | Last Price | Change | Shares | Market Value | % | Average Cost | Per Share | Unrealized Gain | % | Day Gain | % |
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Discussions
Be the first to like this. Showing 7 of 7 comments
Other than some steady, eye-catchy NPM and ROE, this is a rather predictable company with believable commentary and reporting over the years. Some degree of certainty and integrity about it for easier financial and strategic valuation. I don't profess to know the intricate, presumably proprietary, tech in their ODM since little noteworthy has been published, understandably. They have a new product to get to market and to risk-diversify as well as expand across the Atlantic. Having long walked the talk, and being more shareholder-friendly than most, that seems good enough and certainly a better cut above weedy types. HLIB's 26Nov2018 fair value is decent per my own calcs.
2019-01-02 22:03
I agree. You thinking is similar to mine. I read the annual reports since IPO of the company.
Very very good management. They understand ROIC very very well. Dont waste money on stupid investments.
2019-01-05 00:15
Some of their metrics such as EV/EBIT(DA) and PEG are nothing to write home about but their perennially strong FCF margin and ROC (NOPAT/TangibleCapitalEmployed, my variant) are both important indicators of quality management.
2019-01-05 18:25
I wonder if the success of proton is spilling over to APM and PECCA anot, or is it a one off.
2019-03-11 01:04
A growing contribution is likelier than a one-off IF that carmaker's claims are on track for dom and export markets.. Being a steady Toyota/Perodua supplier has some cred.
2019-03-12 08:51
Choivo Capital
Very interesting portfolio.
Uchitec is a company i've been looking for a very very long time. But i just cant seem to obtain the understanding i need to know why its such an amazing company and will remain so for a long time.
2019-01-02 18:49