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ETLee8 Master	07-May-2021 16:22        ETLee8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who is BBs? Blowyouoff      ( Date: 07-May-2021 14:49) Posted: ' How u know which party is doing this ?  Chng Kay or BBs ?' above remark from you yesterday, you think BB is manipulating.. ETLee8      ( Date: 07-May-2021 13:49) Posted: 1,000,001 AND ABOVE 22 0.26 401,910,996 There are 22 big shareholders (each less than 5%) holding a total of $401,910,996 shares or 73.2%.shares. These are the likely ones controlling the prices not BBs
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gregtan123 Supreme	07-May-2021 16:12        gregtan123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Lower TP to 0.92 :( bt seem like got BB support, Investment Thesis: Earnings sustainability concerns arise. The performance decline in 1Q21 has brought about concerns on the longerterm sustainability of Medtecs earnings. Despite rapid vaccination progress, personal protective equipment (PPE) deliveries in England remained largely stable in 1Q21 which leads us to believe PPE demand in Europe remains elevated. However, Medtecs performance hints at a loss of market share, possibly to domestic PPE producers. Valuation: Downgrade to HOLD with lower TP of S$0.92 based on 10.0x (near Medtecs&rsquo pre-COVID low PE) FY22F earnings. Given the lackluster performance for the quarter, we have shifted our valuation timeframe to factor in the weakening performance ahead.
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boyboy61 Supreme	07-May-2021 16:12        boyboy61 About Contact  Quote this Post!
x 0   x 0  Alert Admin	lastest TP is $0.92...... DBS Research  almost get its target price wrong....usually opposite directions crystalbee      ( Date: 07-May-2021 13:59) Posted: You missed DBS reports about Medtecs. They did 2 analysis - one in Dec 2020 and latest on 4 March 2021. It was reported in theedgesingapore " DBS maintains buy on Medtecs due to stable demand in 1H21" . TP lowered from $1.30 to $1.25. Not vested and not working for DBS....lol.    AhTan888      ( Date: 07-May-2021 12:23) Posted: Actually what surprised me was the DBS report. For so many quarters when the company is making record profits, no analyst or bank cover medtecs. Suddenly, within hours of the announcement a, DBS was so quick to downgrade the counter. Really sounds like a conspiracy to me. Don't know whether to trust these reports nowadays or not.
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shareabc Member	07-May-2021 15:37        shareabc About Contact  Quote this Post!
x 0   x 0  Alert Admin	already on the boat, no choice already. at least wait for dividend first, expect heavy selling on 12/5 muifan      ( Date: 07-May-2021 15:32) Posted: i see many people falling in love with this stock.. the bull was gone since WB12345 left.... find better stock to play ba..
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muifan Supreme	07-May-2021 15:32        muifan About Contact  Quote this Post!   Yells: "Take the leap of faith dont regret 20 years later!"
x 0   x 0  Alert Admin	i see many people falling in love with this stock.. the bull was gone since WB12345 left.... find better stock to play ba..
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AhTan888 Senior	07-May-2021 15:25        AhTan888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi, i know about the 2 reports. What i meant is that when the company announced the Q1, Q2 and Q3 results. Nothing was reported, finally in dec then they come out with a report, now the suddenly come out with a report within hours when company reported an unaudited earnings. Just my opinion that it looks coordinated. crystalbee      ( Date: 07-May-2021 13:59) Posted: You missed DBS reports about Medtecs. They did 2 analysis - one in Dec 2020 and latest on 4 March 2021. It was reported in theedgesingapore " DBS maintains buy on Medtecs due to stable demand in 1H21" . TP lowered from $1.30 to $1.25. Not vested and not working for DBS....lol.    AhTan888      ( Date: 07-May-2021 12:23) Posted: Actually what surprised me was the DBS report. For so many quarters when the company is making record profits, no analyst or bank cover medtecs. Suddenly, within hours of the announcement a, DBS was so quick to downgrade the counter. Really sounds like a conspiracy to me. Don't know whether to trust these reports nowadays or not.
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Blowyouoff Veteran	07-May-2021 14:49        Blowyouoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	' How u know which party is doing this ?  Chng Kay or BBs ?' above remark from you yesterday, you think BB is manipulating.. ETLee8      ( Date: 07-May-2021 13:49) Posted: 1,000,001 AND ABOVE 22 0.26 401,910,996 There are 22 big shareholders (each less than 5%) holding a total of $401,910,996 shares or 73.2%.shares. These are the likely ones controlling the prices not BBs. Blowyouoff      ( Date: 07-May-2021 13:34) Posted: Bro, can see from your comment you believe BB can manipulate prices. If you are such a believer of Bb, why need to look at such detailed information? Just have to know what BB will do is sufficient.. I am sure you agree BB won' t look at such detailed information from the fact that many counters go up without having any positive P& L to show case
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ETLee8 Master	07-May-2021 14:25        ETLee8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/Medtecs%20-%20Annual%20Report%20FY2020.ashx?App=Announcement& FileID=660531 Fy2020 Financial Report   FreeEagle      ( Date: 07-May-2021 14:15) Posted: Hi bro, can share where you get the info on this?  Thanks. ETLee8      ( Date: 07-May-2021 13:49) Posted: 1,000,001 AND ABOVE 22 0.26 401,910,996 There are 22 big shareholders (each less than 5%) holding a total of $401,910,996 shares or 73.2%.shares. These are the likely ones controlling the prices not BBs
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FreeEagle Member	07-May-2021 14:15        FreeEagle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi bro, can share where you get the info on this?  Thanks. ETLee8      ( Date: 07-May-2021 13:49) Posted: 1,000,001 AND ABOVE 22 0.26 401,910,996 There are 22 big shareholders (each less than 5%) holding a total of $401,910,996 shares or 73.2%.shares. These are the likely ones controlling the prices not BBs. Blowyouoff      ( Date: 07-May-2021 13:34) Posted: Bro, can see from your comment you believe BB can manipulate prices. If you are such a believer of Bb, why need to look at such detailed information? Just have to know what BB will do is sufficient.. I am sure you agree BB won' t look at such detailed information from the fact that many counters go up without having any positive P& L to show case
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crystalbee Veteran	07-May-2021 13:59        crystalbee About Contact  Quote this Post!
x 0   x 0  Alert Admin	You missed DBS reports about Medtecs. They did 2 analysis - one in Dec 2020 and latest on 4 March 2021. It was reported in theedgesingapore " DBS maintains buy on Medtecs due to stable demand in 1H21" . TP lowered from $1.30 to $1.25. Not vested and not working for DBS....lol.    AhTan888      ( Date: 07-May-2021 12:23) Posted: Actually what surprised me was the DBS report. For so many quarters when the company is making record profits, no analyst or bank cover medtecs. Suddenly, within hours of the announcement a, DBS was so quick to downgrade the counter. Really sounds like a conspiracy to me. Don't know whether to trust these reports nowadays or not. ETLee8      ( Date: 07-May-2021 12:01) Posted: Agree.  This is a new strategy which many other co may learn going forward.  I think they hv not started to collect yet.  More shows to com
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zandlery Supreme	07-May-2021 13:57        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I'm lazy sometime, not vested anyway. If no one can enlighten too bad... 😂 . Cheers. It just a temporary down anyway. Cheer for longist Secret_Squirrel      ( Date: 07-May-2021 13:22) Posted: Check it out at SGX website for Medtecs corporate presentation slides.  You will have a better idea.  zandlery      ( Date: 07-May-2021 12:49) Posted: Just curious what other product they sell as covid-19 sensitive as the mask?
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ETLee8 Master	07-May-2021 13:49        ETLee8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	1,000,001 AND ABOVE 22 0.26 401,910,996 There are 22 big shareholders (each less than 5%) holding a total of $401,910,996 shares or 73.2%.shares. These are the likely ones controlling the prices not BBs. Blowyouoff      ( Date: 07-May-2021 13:34) Posted: Bro, can see from your comment you believe BB can manipulate prices. If you are such a believer of Bb, why need to look at such detailed information? Just have to know what BB will do is sufficient.. I am sure you agree BB won' t look at such detailed information from the fact that many counters go up without having any positive P& L to show case  ETLee8      ( Date: 07-May-2021 13:18) Posted: Bro, They are very elusives.  Even their Corporate Presentation for their fy2020 annual report is vague. There is no breakdown by items.  Only breakdowns by business segments, which is Hospital services 4%, Trading n distribution 8%, Manufacturing 88%. There is no mention of what is being sold (basically all are lump in as PPEs) and how much was sold. Mentioned in general  masks, N95, coveralls, isolations gowns, and gloves are all classified as PPEs. Elusive because it is difficult to figure out where their major impact on profitability/loss comes from.  Will hv to assume that Mask, Coveralls and Isolation gowns are their primary products
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tritonyeah6666 Senior	07-May-2021 13:36        tritonyeah6666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You again.. hahaha jesmarnew      ( Date: 07-May-2021 13:16) Posted: Time to load up as company say got new order so PPE expiry concern allay!!! Buy with all your might!! A gem indeed with big potential of takeover!!!Follow me u  only see gold bar!!!
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Blowyouoff Veteran	07-May-2021 13:34        Blowyouoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, can see from your comment you believe BB can manipulate prices. If you are such a believer of Bb, why need to look at such detailed information? Just have to know what BB will do is sufficient.. I am sure you agree BB won' t look at such detailed information from the fact that many counters go up without having any positive P& L to show case  ETLee8      ( Date: 07-May-2021 13:18) Posted: Bro, They are very elusives.  Even their Corporate Presentation for their fy2020 annual report is vague. There is no breakdown by items.  Only breakdowns by business segments, which is Hospital services 4%, Trading n distribution 8%, Manufacturing 88%. There is no mention of what is being sold (basically all are lump in as PPEs) and how much was sold. Mentioned in general  masks, N95, coveralls, isolations gowns, and gloves are all classified as PPEs. Elusive because it is difficult to figure out where their major impact on profitability/loss comes from.  Will hv to assume that Mask, Coveralls and Isolation gowns are their primary products. Blowyouoff      ( Date: 07-May-2021 12:31) Posted: Bro, Medtec doesn' t rely on surgical mask alone.. core business are in medical needs and I believe their main clientele are still hospitals your observation of reduction in 3-ply no doubt is correct but I think you underestimated world population
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Blowyouoff Veteran	07-May-2021 13:28        Blowyouoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, is there a requirement by SGX that they have to show breakdown? If there isn' t, what is the problem? also, if one feels such information is important for one' s assessment of whether one wishes to invest in Medtec, I guess one has to read the annual report throughly to assess  recently someone commented there is rumour Singapore hospital place a big order for Medtec, perhaps hoping to mislead others.. but those who read the annual report will know medtec supplies to more than 30 countries. Singapore is probably the smallest client  ETLee8      ( Date: 07-May-2021 13:18) Posted: Bro, They are very elusives.  Even their Corporate Presentation for their fy2020 annual report is vague. There is no breakdown by items.  Only breakdowns by business segments, which is Hospital services 4%, Trading n distribution 8%, Manufacturing 88%. There is no mention of what is being sold (basically all are lump in as PPEs) and how much was sold. Mentioned in general  masks, N95, coveralls, isolations gowns, and gloves are all classified as PPEs. Elusive because it is difficult to figure out where their major impact on profitability/loss comes from.  Will hv to assume that Mask, Coveralls and Isolation gowns are their primary products. Blowyouoff      ( Date: 07-May-2021 12:31) Posted: Bro, Medtec doesn' t rely on surgical mask alone.. core business are in medical needs and I believe their main clientele are still hospitals your observation of reduction in 3-ply no doubt is correct but I think you underestimated world population
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Secret_Squirrel Elite	07-May-2021 13:22        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Check it out at SGX website for Medtecs corporate presentation slides.  You will have a better idea.  zandlery      ( Date: 07-May-2021 12:49) Posted: Just curious what other product they sell as covid-19 sensitive as the mask? Blowyouoff      ( Date: 07-May-2021 12:31) Posted: Bro, Medtec doesn' t rely on surgical mask alone.. core business are in medical needs and I believe their main clientele are still hospitals your observation of reduction in 3-ply no doubt is correct but I think you underestimated world population
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lailai Elite	07-May-2021 13:20        lailai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sounds like BBs and Kongsi are linked. Releasing such news at such timing. Like intentional . Seems a disagraceful thing for a kongsi, who seems so charitable with their publicity, to do. Just opinion.   AhTan888      ( Date: 07-May-2021 11:39) Posted: Really ruthless. Release dis type of results to press the price down and happily collect cheap.
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Blowyouoff Veteran	07-May-2021 13:20        Blowyouoff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read their latest announcement and see their website for the list of PPE  latest announcement says they setting up new manufacturing facility for PPE, and it didn' t say they set up for masks.. if base on masks alone to judge Medtec' s biz, it' s wrong also, it' s true it' s challenging for them to have growth over last year because last year was exceptionally good,   but as long as their subsequent years sales going to be higher than pre COVID significantly, this is more than sufficient for the company. There isn' t a need to solely benchmark against last year... zandlery      ( Date: 07-May-2021 12:49) Posted: Just curious what other product they sell as covid-19 sensitive as the mask? Blowyouoff      ( Date: 07-May-2021 12:31) Posted: Bro, Medtec doesn' t rely on surgical mask alone.. core business are in medical needs and I believe their main clientele are still hospitals your observation of reduction in 3-ply no doubt is correct but I think you underestimated world population
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ETLee8 Master	07-May-2021 13:18        ETLee8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, They are very elusives.  Even their Corporate Presentation for their fy2020 annual report is vague. There is no breakdown by items.  Only breakdowns by business segments, which is Hospital services 4%, Trading n distribution 8%, Manufacturing 88%. There is no mention of what is being sold (basically all are lump in as PPEs) and how much was sold. Mentioned in general  masks, N95, coveralls, isolations gowns, and gloves are all classified as PPEs. Elusive because it is difficult to figure out where their major impact on profitability/loss comes from.  Will hv to assume that Mask, Coveralls and Isolation gowns are their primary products. Blowyouoff      ( Date: 07-May-2021 12:31) Posted: Bro, Medtec doesn' t rely on surgical mask alone.. core business are in medical needs and I believe their main clientele are still hospitals your observation of reduction in 3-ply no doubt is correct but I think you underestimated world population. ETLee8      ( Date: 07-May-2021 11:18) Posted: Some info for consumption.  My perspectives. In Sg most people purchase 3-ply mask for 5cts per piece ($10 for 250 pieces), in Taiwan the people wear surgical mask when going out.  The cost of surgical mask is 20cts per piece.  They only use the 3-ply mask at home. Many countries can not afford surgical mask, some even not the 3-ply mask. The cost has gone down tremendous from last year' s peak.    Sales volumes could hv gone up, but profitability likely has come down. Besides, many countries have started their own factories like SG ST, Temasek Foundation,  Hence Medtecs profitability will be seriously impacted going forward. Of course it is a no brainer situation and management is fully aware and perhaps they already hv done forward planning as to where they can make the most money out of it.  DYODD pls
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jesmarnew Senior	07-May-2021 13:16        jesmarnew About Contact  Quote this Post!
x 0   x 1  Alert Admin	Time to load up as company say got new order so PPE expiry concern allay!!! Buy with all your might!! A gem indeed with big potential of takeover!!!Follow me u  only see gold bar!!!
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