tag:blogger.com,1999:blog-9212230152177138609.post4116649488279012600..comments2024-03-25T15:15:18.172+08:00Comments on Bursa Dummy: Tambun: Affected By APDL DelayBursa Dummyhttp://www.blogger.com/profile/02242116696140987141noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-9212230152177138609.post-91505200217341877172015-11-27T10:41:55.812+08:002015-11-27T10:41:55.812+08:00Thanks BD for the detailed analysis but I don'...Thanks BD for the detailed analysis but I don't dare to invest even for short/mid term as the directors are disposing their shares.<br /><br />http://www.bursamalaysia.com/market/listed-companies/company-announcements/4930661<br /><br />Cheers<br />Briannetworkinghttps://www.blogger.com/profile/14796668786689555987noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-14004510776036859402015-11-26T11:16:56.313+08:002015-11-26T11:16:56.313+08:00It's obvious that Genetec is a growing company...It's obvious that Genetec is a growing company for the past few years. If we take 1H15 financial result, revenue increase by 59% & gross profit by 110%! PATAMI increase even more and if we simply annualize 1H figure we can get RM15mil a year, which means projected EPS of 4.3sen. Now its share is only at 28sen!<br /><br />It's noteworthy that its other operating income in 1H15 (RM9.6mil) increase substantially compared to 1H14 (RM1.7mil), while its PBT in 1H15 is just RM9.7mil. I'm not sure what makes up this other income may be from forex gain or some rental income. However, there is also RM5.9mil derivative loss in this period. If we ignore those items, I think core PATAMI could still be around RM6mil for 1H15. If MYR gets stronger, it may have derivative gain in the 2nd half of FY16.<br /><br />The little concern is, besides heavily related to HDD which some people are pessimistic, its order to date for FY16 (end Mac16) is only 30% of FY15. Anyway, I think its FY16 result should be great and worth investing for short/mid term.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-70260519043738410172015-11-25T05:52:41.220+08:002015-11-25T05:52:41.220+08:00Hi BD,
Thanks for the detailed analysis on Tambun...Hi BD,<br /><br />Thanks for the detailed analysis on Tambun. What do you think about Genetec ?<br /><br />http://klse.i3investor.com/blogs/genetec/83785.jsp<br />http://klse.i3investor.com/blogs/genetec/84039.jsp<br /><br /><br />Cheers<br />Briannetworkinghttps://www.blogger.com/profile/14796668786689555987noreply@blogger.com