bullrider_21 :
Global Testing's market cap is small and volume is very low. Even when it surged 42% today, volume is less than 1m. It's under the radar.
1. The semiconductor industry boomed as the world turns more digital. With demand rising and supply crunching (due to Covid), there was fear that prices may spike and products get delayed. 2. When it comes to semiconductor, investors would normally think of big players such as TSMC, Nvidia and AMD. But the industry is bigger than that, besides the chip designers and foundries, there are materials suppliers, equipment makers, a...
$寰邦科技(AYN.SG)$ It is a company one has to ignore its earning due to high depreciation. Look at cashflow instead. After two rounds of capital reductions, cash on hand now at US$5.7mil. For past two FY, company rake in FCF of about US$2mil. At current share price of S$0.35-0.45, one just need to wait for 3-5years to recoup the capital. What more, the company current testing lab sitting on a piece of freehold land booked at cost S$7.9mil in balance sheet bought donkeys years back. A rough check on land transaction can easily worth double. Potential catalyst? Waiting for management to call for another round of capital reduction would send the share price fly(last two capital reductions were 10c and 20c) Risk? Revenue has dropping 30% compare to 5years ago, thought last two FY stabize at US$22mil. Things to watch out for. ...
寰邦科技股票讨论区
you're no.1 👏
Guess I missed out something
2. When it comes to semiconductor, investors would normally think of big players such as TSMC, Nvidia and AMD. But the industry is bigger than that, besides the chip designers and foundries, there are materials suppliers, equipment makers, a...
It is a company one has to ignore its earning due to high depreciation. Look at cashflow instead.
After two rounds of capital reductions, cash on hand now at US$5.7mil. For past two FY, company rake in FCF of about US$2mil. At current share price of S$0.35-0.45, one just need to wait for 3-5years to recoup the capital. What more, the company current testing lab sitting on a piece of freehold land booked at cost S$7.9mil in balance sheet bought donkeys years back. A rough check on land transaction can easily worth double.
Potential catalyst? Waiting for management to call for another round of capital reduction would send the share price fly(last two capital reductions were 10c and 20c)
Risk? Revenue has dropping 30% compare to 5years ago, thought last two FY stabize at US$22mil. Things to watch out for.
...
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