Back

Latest Forum Topics / HRnetGroup    Last:0.745    -0.005

Post Reply

The latest Ipo , Guess the trend of this counter Post Reply Rate topic
voucherhunter Supreme	16-Feb-2019 15:43        voucherhunter About Contact  Quote this Post!   Mood: Yells: "What you see may not be real; what is real you may not see."
x 0   x 0  Alert Admin	Ready to power up!
Useful To Me  Not Useful To Me
n3wbie Elite	22-Dec-2017 00:22        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	the family has started with their buy-backs again. the last time they did, share price rallied back to IPO price of 90c. for two consecutive days, they purchased 200k shares at 78c and 76.5c. worth a look, deep value play.  768m market cap - $280m of cash and no debt. expected to do $43m net profit  (based on RHB' s report). with their commitment of dividend policy to reward shareholders with at least 50% of NPAT, that gives a yield in excess of 2.5% presently. not great but decent for a company that' s in growth mode and has plans for M& A.
Useful To Me  Not Useful To Me
laksaman57 Supreme	28-Oct-2017 14:51        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sgwealthbuilder.com/2017/06/temasek-holdings-pre-ipo-investment-in-hrnetgroup/ Octavia      ( Date: 19-Jun-2017 17:40) Posted: At Net Asset Value of only $0.109, the IPO offering price of $0.90 looked inflated.   Dun think Temasek got their placement at 84c.Likely their is Pre-IPO price,dirt cheap at 5c or so.
Useful To Me  Not Useful To Me
n3wbie Elite	20-Sep-2017 22:46        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	there was an interesting article, although old but still very much relevant on how A.I can potentially disrupt corporate recruiting -  https://www.forbes.com/sites/louisefron/2016/07/12/how-a-i-is-about-to-disrupt-corporate-recruiting/#2f5e17fe3ba2
Useful To Me  Not Useful To Me
john_ric Supreme	11-Sep-2017 11:08        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	take a look at the share price today.. only 77 cents. luckily didnot get any at ipo. .
Useful To Me  Not Useful To Me
teeth53 Supreme	10-Sep-2017 16:25        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Analyst' s ???. Think it not for us, is for themself. Hahaha. KIm Eng becoming Kim End. john_ric      ( Date: 19-Jun-2017 17:13) Posted: so we can see kim end analyst' s standard now.
Useful To Me  Not Useful To Me
n3wbie Elite	10-Sep-2017 13:32        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	fair point, dividend yield isnt fantastic but committing 50% payout ratio is decent. also, unlike some other IPOs where management flushed out capital via dividends preceding the listing, they actually retained those cash in the company - speaks volume about their vision for this co. would have been a perfect opportunity for them to cash out if they wanted. also don' t miss out the fact that when price dropped to 75c recently, the management bought back some 400k shares to support the price. takeaway = never cashed out and even bought more shares recently think you missed out the other key points that I was trying to highlight - 1) valuation gap compared to peers 2) resilient balance sheet with $280m net cash position allows inorganic growth opportunities (although to be fair, they havent had much M& A track record) 3) scalable business model and good earnings quality 4) strategic shareholders with potential to collaborate to elevate growth 5) FTSE inclusion just sharing my own analysis, dyodd. FearValueGreed      ( Date: 10-Sep-2017 13:21) Posted: 2.8% dividend is not TT fantastic. unless there is growth story it will tank, till dividend % hit 4 % there are better options n3wbie      ( Date: 10-Sep-2017 12:24) Posted: has anyone studied this company much? currently below IPO price but fundamentally a really solid company that historically delivers > $40m NPAT. with a current market cap of $780m, they have about $280m cash (zero borrowings). the management did not even div out or sold any share during the IPO stage, transferring the $100m net cash that they had before listing to post listing. seems like they are in for the LT. has also committed to 50% div payout for this year and next year at least and at current price should yield approximately 2.8%. current PE is about 17x and ex-cash PE would be closer to 12x while peers are easily 20-30x. business model is highly scalable, asset light and therefore attractive ROE and ROIC. good quality of earnings but key thing now is how they can replicate this business model to overseas market to tap on other growth opportunities. interestingly, they have the big cornerstone investors such as Heliconia, Fidelity, etc who all subscribed for their shares at the higher end of 90c/share. (IPO book building indicative price ranged from 80c-90c/share) apart from institutional investors, the strategic shareholders who took IPO shares is an interesting perspective - en Japan Inc and TechnoPro are both listed Japanese companies which are industry peers (potentially suggesting future collaboration to expand in North Asia?).   not sure if this would serve as a catalyst but HRNet will also be included into the FTSE ST Small Cap Index as of market closing this coming Fri, 15 Sep.
Useful To Me  Not Useful To Me
FearValueGreed Master	10-Sep-2017 13:21        FearValueGreed About Contact  Quote this Post! Style: Combined   Yells: "Long Term Timing X Capital = Well Deserved Payout"
x 0   x 0  Alert Admin	2.8% dividend is not TT fantastic. unless there is growth story it will tank, till dividend % hit 4 % there are better options n3wbie      ( Date: 10-Sep-2017 12:24) Posted: has anyone studied this company much? currently below IPO price but fundamentally a really solid company that historically delivers > $40m NPAT. with a current market cap of $780m, they have about $280m cash (zero borrowings). the management did not even div out or sold any share during the IPO stage, transferring the $100m net cash that they had before listing to post listing. seems like they are in for the LT. has also committed to 50% div payout for this year and next year at least and at current price should yield approximately 2.8%. current PE is about 17x and ex-cash PE would be closer to 12x while peers are easily 20-30x. business model is highly scalable, asset light and therefore attractive ROE and ROIC. good quality of earnings but key thing now is how they can replicate this business model to overseas market to tap on other growth opportunities. interestingly, they have the big cornerstone investors such as Heliconia, Fidelity, etc who all subscribed for their shares at the higher end of 90c/share. (IPO book building indicative price ranged from 80c-90c/share) apart from institutional investors, the strategic shareholders who took IPO shares is an interesting perspective - en Japan Inc and TechnoPro are both listed Japanese companies which are industry peers (potentially suggesting future collaboration to expand in North Asia?).   not sure if this would serve as a catalyst but HRNet will also be included into the FTSE ST Small Cap Index as of market closing this coming Fri, 15 Sep.
Useful To Me  Not Useful To Me
n3wbie Elite	10-Sep-2017 12:24        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	has anyone studied this company much? currently below IPO price but fundamentally a really solid company that historically delivers > $40m NPAT. with a current market cap of $780m, they have about $280m cash (zero borrowings). the management did not even div out or sold any share during the IPO stage, transferring the $100m net cash that they had before listing to post listing. seems like they are in for the LT. has also committed to 50% div payout for this year and next year at least and at current price should yield approximately 2.8%. current PE is about 17x and ex-cash PE would be closer to 12x while peers are easily 20-30x. business model is highly scalable, asset light and therefore attractive ROE and ROIC. good quality of earnings but key thing now is how they can replicate this business model to overseas market to tap on other growth opportunities. interestingly, they have the big cornerstone investors such as Heliconia, Fidelity, etc who all subscribed for their shares at the higher end of 90c/share. (IPO book building indicative price ranged from 80c-90c/share) apart from institutional investors, the strategic shareholders who took IPO shares is an interesting perspective - en Japan Inc and TechnoPro are both listed Japanese companies which are industry peers (potentially suggesting future collaboration to expand in North Asia?).   not sure if this would serve as a catalyst but HRNet will also be included into the FTSE ST Small Cap Index as of market closing this coming Fri, 15 Sep.
Useful To Me  Not Useful To Me
john_ric Supreme	16-Aug-2017 17:42        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	no more price stabilization? john_ric      ( Date: 16-Aug-2017 17:41) Posted: what happen? crashed so much today!!
Useful To Me  Not Useful To Me
john_ric Supreme	16-Aug-2017 17:41        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	what happen? crashed so much today!!
Useful To Me  Not Useful To Me
investshare Supreme	14-Jul-2017 19:00        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is their service still relevant nowadays?
Useful To Me  Not Useful To Me
nqing87 Supreme	14-Jul-2017 18:49        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anything not in the overvalue food/bev, medical counters, will be smack down.. they think recent ipo perform good then list at high p/e.. but they are not in those over value sector
Useful To Me  Not Useful To Me
MarcPh Senior	14-Jul-2017 18:11        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	HRnet hit new low at 83.5 this week after stabilization actions ended.
Useful To Me  Not Useful To Me
john_ric Supreme	21-Jun-2017 11:15        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	over-priced ipo counter! luckily i did not strike any lot in my application!!
Useful To Me  Not Useful To Me
MarcPh Senior	19-Jun-2017 17:47        MarcPh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Employee placement is about 67-50% discount to IPO price so guess the anchor-investors' cost? Although the anchor-investors and employees cannot cash-in for 1-3 years, the huge discount is sufficient to cover their cost of share-borrowing for 1-3 years to hedge their positions.
Useful To Me  Not Useful To Me
Octavia Supreme	19-Jun-2017 17:40        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	At Net Asset Value of only $0.109, the IPO offering price of $0.90 looked inflated.   Dun think Temasek got their placement at 84c.Likely their is Pre-IPO price,dirt cheap at 5c or so.
Useful To Me  Not Useful To Me
ahhuat08 Elite	19-Jun-2017 17:27        ahhuat08 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If it drops further to tamasek entry price of 84.5 cts, can nimble abit la.
Useful To Me  Not Useful To Me
triphopper Senior	19-Jun-2017 17:25        triphopper About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, must remind myself they are the ones who said noble is a $5 stock in one of their reports! Hahahaha.... john_ric      ( Date: 19-Jun-2017 17:13) Posted: so we can see kim end analyst' s standard now.
Useful To Me  Not Useful To Me
john_ric Supreme	19-Jun-2017 17:13        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	so we can see kim end analyst' s standard now.
Useful To Me  Not Useful To Me

                                                         First   1-20 of 28   Older>   Last