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Sgvale Supreme	13-Aug-2020 09:33        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	$4 Huat Huat! alleyboy      ( Date: 13-Aug-2020 09:01) Posted: Fast and Fiery.
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alleyboy Veteran	13-Aug-2020 09:01        alleyboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fast and Fiery.
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alleyboy Veteran	13-Aug-2020 09:00        alleyboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro, u make leow. SQueeze      ( Date: 13-Aug-2020 08:17) Posted: I loaded up yesterday $2.75!  So now just ready for the flight. :) SAINTE      ( Date: 13-Aug-2020 08:07) Posted: Load up more on opening bros Think got a ?Long ? way to go today
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ssw518 Supreme	13-Aug-2020 08:55        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro read in between line is target assume after expansion right? so now is best time to jeep here or medtech? ppl say medtech revenue confirm already, this on the way? sorry har ask so many question. hokpin      ( Date: 13-Aug-2020 08:22) Posted: Thx. Bro. 2H20 results were above our expectations. PATMI rose 9x YoY in 2H20 to S$12.5mn. Gross margins in 2H20 jumped 16% points to 36%. Margins were higher in 4Q20 at 48% as glove prices only started to rise significantly Apr20 onwards. Capacity will jump 59% to 4.6bn gloves over the next 2 years. Maintain BUY with a higher target price of S$4.15. We are raising our PATMI estimates for FY21e by 55% to S$54.5mn. Our valuations are benchmarked at 15x PE FY21e, around 40% discount to larger peers. We expect another stellar year of earnings growth from volume increase and selling prices which have been rising monthly. Longer-term, UGHC is further entrenching its distribution network and brand name into emerging markets such as China, Brazil and Nigeria. As an OBM (or brand owner) that sells directly to end consumer, UG can capture both manufacturing and distribution margins Royzhou      ( Date: 13-Aug-2020 08:15) Posted: https://www.stocksbnb.com/reports/ug-healthcare-corporation-ltd-earnings-up-9x-more-growth-ahead/
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hokpin Supreme	13-Aug-2020 08:22        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thx. Bro. 2H20 results were above our expectations. PATMI rose 9x YoY in 2H20 to S$12.5mn. Gross margins in 2H20 jumped 16% points to 36%. Margins were higher in 4Q20 at 48% as glove prices only started to rise significantly Apr20 onwards. Capacity will jump 59% to 4.6bn gloves over the next 2 years. Maintain BUY with a higher target price of S$4.15. We are raising our PATMI estimates for FY21e by 55% to S$54.5mn. Our valuations are benchmarked at 15x PE FY21e, around 40% discount to larger peers. We expect another stellar year of earnings growth from volume increase and selling prices which have been rising monthly. Longer-term, UGHC is further entrenching its distribution network and brand name into emerging markets such as China, Brazil and Nigeria. As an OBM (or brand owner) that sells directly to end consumer, UG can capture both manufacturing and distribution margins Royzhou      ( Date: 13-Aug-2020 08:15) Posted: https://www.stocksbnb.com/reports/ug-healthcare-corporation-ltd-earnings-up-9x-more-growth-ahead/
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Longtermer Elite	13-Aug-2020 08:21        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	UG Healthcare Corporation Ltd &ndash Earnings up 9x, more growth ahead Phillips Securities .  August 13, 2020 .... The outlook for UGHC in FY21e appears stellar. We believe the bulk of 2H20 S$12.5mn PATMI came from just 4Q20, judging by the huge 48% GP profit. We think the incremental appr.30% point uplift gross margins in 4Q20 (vs 3Q20) lead to an additional S$15mn of gross profits*. But the bulk of this gain was offset by the S$5mn foreign exchange loss. PATMI in 4Q20 could be at least S$10mn. If we then annualise the S$10mn, FY21e PATMI would be S$40mn.  But this excludes prices that have been rising for the industry every month even in July and August. Longer-term, the earnings in FY22e will be hazier. But as per our initiation report, we think the demand-supply mismatch can persist into 2022. For UG, we think it can grow faster than the industry because: UG is raising production capacity by 59% to 4.6bn gloves by FY22e in two stages &ndash FY21e add 500mn pieces and FY22e add 1.2bn pieces. Apart from the current surge in demand, UGHC has typically outsourced 20% of its internal glove requirements to external manufacturers. Capital expenditure for the expansion is RM70mn to RM80mn. The priority for the new capacity is for UGHC OBM (or branded) business namely in China, Brazil and Nigeria. UGHC primary focus is on these emerging markets where competition from other distributors and brands are less entrenched. And the penetration of gloves usage for these countries is low and provides an extra lever of growth compared to other developed countries. Worth noting that in FY20, the strongest growth in sales was in Brazil, up 191% YoY. *we assume the split in 3Q20/4Q20 revenue was S$40mn/S$91mn, and GP margin split 20%/48%. Maintain BUY with higher TP of S$4.15 (previously S$2.70) Our valuation is based on a 15x PE FY21e, a 40% discount to larger peers. We raised our FY21e PATMI by 55%. Our gross margins assumptions have increased modestly by 80 bps to 43%. Revenue estimates increased by 35% on account of the higher than expected increase in capacity and selling prices. Operating expenses were raised a marginal S$2mn. There is an upside to our estimates if margins in 4Q20 can sustain longer than we expected.   Royzhou      ( Date: 13-Aug-2020 08:15) Posted: https://www.stocksbnb.com/reports/ug-healthcare-corporation-ltd-earnings-up-9x-more-growth-ahead/
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SAINTE Member	13-Aug-2020 08:20        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	2H20 results were above our expectations. PATMI rose 9x YoY in 2H20 to S$12.5mn. Gross margins in 2H20 jumped 16% points to 36%. Margins were higher in 4Q20 at 48% as glove prices only started to rise significantly Apr20 onwards. Capacity will jump 59% to 4.6bn gloves over the next 2 years. Maintain BUY with a higher target price of S$4.15. We are raising our PATMI estimates for FY21e by 55% to S$54.5mn. Our valuations are benchmarked at 15x PE FY21e, around 40% discount to larger peers. We expect another stellar year of earnings growth from volume increase and selling prices which have been rising monthly. Longer-term, UGHC is further entrenching its distribution network and brand name into emerging markets such as China, Brazil and Nigeria. As an OBM (or brand owner) that sells directly to end consumer, UG can capture both manufacturing and distribution margins. Royzhou      ( Date: 13-Aug-2020 08:15) Posted: https://www.stocksbnb.com/reports/ug-healthcare-corporation-ltd-earnings-up-9x-more-growth-ahead/
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SQueeze Master	13-Aug-2020 08:17        SQueeze About Contact  Quote this Post!
x 0   x 0  Alert Admin	I loaded up yesterday $2.75!  So now just ready for the flight. :) SAINTE      ( Date: 13-Aug-2020 08:07) Posted: Load up more on opening bros Think got a ?Long ? way to go today SQueeze      ( Date: 13-Aug-2020 08:05) Posted: WOOOOOHOOOOO  Today UG rocket taking off.
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hokpin Supreme	13-Aug-2020 08:17        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. Bro, all the US indices, tech stocks all point to a good sign last night. Today is a Happy Day to all. SAINTE      ( Date: 13-Aug-2020 08:14) Posted: Yes definitely. Yesterday was mixed. MT went up and UG dropped. Don?t know to be happy or sad. Gains wiped out by The latter. Today green green all the way Everything points to a happy day today. hokpin      ( Date: 13-Aug-2020 08:11) Posted: Then it is fine. Bro. I also have no idea how to post picture. Anyway, it will be published soon trhough SGinvestor.io. Let' s get oursleves ready to fight back and fly
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Royzhou Member	13-Aug-2020 08:15        Royzhou About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.stocksbnb.com/reports/ug-healthcare-corporation-ltd-earnings-up-9x-more-growth-ahead/
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SAINTE Member	13-Aug-2020 08:14        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes definitely. Yesterday was mixed. MT went up and UG dropped. Don?t know to be happy or sad. Gains wiped out by The latter. Today green green all the way Everything points to a happy day today. hokpin      ( Date: 13-Aug-2020 08:11) Posted: Then it is fine. Bro. I also have no idea how to post picture. Anyway, it will be published soon trhough SGinvestor.io. Let' s get oursleves ready to fight back and fly. SAINTE      ( Date: 13-Aug-2020 08:09) Posted: My broker send me a screenshot. Is there a way to post it here
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hokpin Supreme	13-Aug-2020 08:11        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Then it is fine. Bro. I also have no idea how to post picture. Anyway, it will be published soon trhough SGinvestor.io. Let' s get oursleves ready to fight back and fly. SAINTE      ( Date: 13-Aug-2020 08:09) Posted: My broker send me a screenshot. Is there a way to post it here hokpin      ( Date: 13-Aug-2020 08:07) Posted: Btw, Bro. Can you share the link
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Sgvale Supreme	13-Aug-2020 08:10        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	I re-loaded Riverstone & UG Health yesterday. Today will gap up.
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SAINTE Member	13-Aug-2020 08:09        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	My broker send me a screenshot. Is there a way to post it here hokpin      ( Date: 13-Aug-2020 08:07) Posted: Btw, Bro. Can you share the link? SAINTE      ( Date: 13-Aug-2020 08:02) Posted: Philips Capital just increase TP to 4.15$. Hooray
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hokpin Supreme	13-Aug-2020 08:07        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Btw, Bro. Can you share the link? SAINTE      ( Date: 13-Aug-2020 08:02) Posted: Philips Capital just increase TP to 4.15$. Hooray bxylqwan      ( Date: 13-Aug-2020 02:05) Posted: Ready for strong rebound tomorrow. Onward to $4 :)
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SAINTE Member	13-Aug-2020 08:07        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	Load up more on opening bros Think got a ?Long ? way to go today SQueeze      ( Date: 13-Aug-2020 08:05) Posted: WOOOOOHOOOOO  Today UG rocket taking off.  SAINTE      ( Date: 13-Aug-2020 08:02) Posted: Philips Capital just increase TP to 4.15$. Hooray
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SQueeze Master	13-Aug-2020 08:05        SQueeze About Contact  Quote this Post!
x 0   x 0  Alert Admin	WOOOOOHOOOOO  Today UG rocket taking off.  SAINTE      ( Date: 13-Aug-2020 08:02) Posted: Philips Capital just increase TP to 4.15$. Hooray bxylqwan      ( Date: 13-Aug-2020 02:05) Posted: Ready for strong rebound tomorrow. Onward to $4 :)
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hokpin Supreme	13-Aug-2020 08:03        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the first hand sharing. Bro. Chiong ah, today! SAINTE      ( Date: 13-Aug-2020 08:02) Posted: Philips Capital just increase TP to 4.15$. Hooray bxylqwan      ( Date: 13-Aug-2020 02:05) Posted: Ready for strong rebound tomorrow. Onward to $4 :)
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SAINTE Member	13-Aug-2020 08:02        SAINTE About Contact  Quote this Post!
x 2   x 0  Alert Admin	Philips Capital just increase TP to 4.15$. Hooray bxylqwan      ( Date: 13-Aug-2020 02:05) Posted: Ready for strong rebound tomorrow. Onward to $4 :)
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bxylqwan Master	13-Aug-2020 02:05        bxylqwan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ready for strong rebound tomorrow. Onward to $4 :)
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