Investors may fear strong revenue growth underperforming the broader industry, leading to a low P/S ratio. Shareholders may think recent performance has peaked, accepting lower selling prices. Unseen threats to revenue could be preventing P/S ratio from reflecting positive performance. The risk is that revenue trajectory may not continue to outperform under tough industry conditions.
$祐玛战略(Z59.SG)$Although Yoma has proven itself to be a capable and resilient company, unfavourable political conditions in Myanmar are disrupting Yoma’s growth outlook. I would say that Yoma is very undervalued and that current prices do not reflect Yoma’s true value, instead they are more of speculative
$祐玛战略(Z59.SG)$Guessing from the sporadic yoma news since the coup, the recent rise was likely due to some company taking up a small position via buying off the open market (vs married deal). If there're no significant updates to Yoma or Myanmar in the next 2 months, the price should settle back to the 14c region.
祐玛战略股票讨论区
Within its real estate development segment, unrecognised revenue from ongoing projects stood at US$173.4 million as at December.
https://www.theedgesingapore.com/capital/results/yoma-strategic-posts-364-higher-revenue-y-o-y-4q2023-us498-mil
Thoughts on Yoma
I would say that Yoma is very undervalued and that current prices do not reflect Yoma’s true value, instead they are more of speculative
If there're no significant updates to Yoma or Myanmar in the next 2 months, the price should settle back to the 14c region.
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