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zzzz522010 Member	24-Jun-2020 08:24        zzzz522010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do we know the percentage of the glove biz vs the other segment in UG? how many % of their revenue comes from gloves.
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kaisiang Member	24-Jun-2020 04:09        kaisiang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you. Is there a main website or mailing list to follow such reports from CIMB?
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guards80 Supreme	24-Jun-2020 01:39        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://s3-ap-southeast-1.amazonaws.com/investingnote-production-webbucket/attachments/2dd45f7886b849d95e023d9ded0ed258836d30ad.pdf?1592873277 guards80      ( Date: 24-Jun-2020 01:25) Posted: CIMB report http://research.sginvestors.io/2020/06/ug-healthcare-cgs-cimb-research-2020-06-22.html
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guards80 Supreme	24-Jun-2020 01:25        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CIMB report http://research.sginvestors.io/2020/06/ug-healthcare-cgs-cimb-research-2020-06-22.html
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kaisiang Member	24-Jun-2020 00:35        kaisiang About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does anyone know how to find the CIMB website where they post such reports? I only see the PDF but don' t know how it was released
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Longtermer Elite	23-Jun-2020 23:01        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Congrats to all UG holders! Was just reading the full report by CIMB.. Thought these info are impt for investors.. ------ Put on this glove Stronger margin outlook driven by price hikes We forecast UGHC&rsquo s EBITDA margin expanding 6.8%/7.7% pts yoy in FY20F/21F. Besides higher ASP, UGHC is also benefiting from a lower raw material price environment. Key raw materials, including latex and nitrile, have been on a downtrend YTD. We also expect cost savings from internal efficiency enhancements and better economies of scale. In addition, UGHC will benefit from the weakening of the Malaysian ringgit against the US dollar, as its operating expenses and purchases are denominated mainly in Malaysian ringgit (RM) while its sales are primarily denominated in US$. For FY22F, we expect a contraction in margins, as we believe ASPs will normalise. Nevertheless, we still forecast an EBITDA margin of 15.6% for FY22F, as we expect the Covid-19 outbreak to accelerate UGHC&rsquo s strategy execution in building up its proprietary brand Unigloves, which would enable the company to generate higher value per glove produced in the longer run. We expect a dividend payout ratio of 20% Although UGHC does not have a fixed dividend policy, it disclosed in its prospectus that it intends to distribute dividends of at least 20% of NPAT each financial year. We forecast that UGHC will maintain a dividend payout ratio of 20% in FY20-22F. This translates to a DPS of 2.0-4.9 Scts for FY20-22F, or a dividend yield of 1.3-2.6%. Balance sheet As of end-FY19, UGHC had a net gearing ratio of 35.5%. We note that UGHC has a high interest coverage ratio of 7.2x-15.9x between FY20-22F. As we expect strong profitability over FY20-21F, we believe UGHC&rsquo s net gearing level will trend downwards. We expect UGHC to return to a net cash position in FY22F. Peer analysis UGHC&rsquo s margin levels are generally lower than peers, likely due to its smaller production scale, hence lower ability to reap economies of scale. We note that the gap between margin levels has widened in FY17-19, likely due to UGHC&rsquo s heavy investments to expand its distribution infrastructure, which resulted in higher sales and marketing, as well as administrative, expenses. We see strong margin upside potential in FY20-22F for UGHC, as the company enjoys the fruits of its labour in building up its OBM business. CGS.CIMB 22Jun
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iApple Member	23-Jun-2020 22:49        iApple About Contact  Quote this Post!   Yells: "trade to learn,learn to trade? "
x 0   x 0  Alert Admin	not every med shares do behave in such way....  only can say ...every era needs a Penny Share legend ...  you did not miss anything... just ensure don' t get burn ...  kakaka      ( Date: 23-Jun-2020 22:08) Posted: oh no...i miss this boat..what else medical share can invest? Hypen pharma or ix pharma??
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kakaka Member	23-Jun-2020 22:08        kakaka About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh no...i miss this boat..what else medical share can invest? Hypen pharma or ix pharma??
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RyanAB Member	23-Jun-2020 21:38        RyanAB About Contact  Quote this Post!
x 0   x 0  Alert Admin	sold half at 99 :)....   spec008      ( Date: 23-Jun-2020 16:22) Posted: I more impatient sold 965😭 Dango95      ( Date: 23-Jun-2020 16:02) Posted: Impatient sold off at .98 but still happy to see profit. Hope the rest that holding on break $1 huat also
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Superfast Supreme	23-Jun-2020 21:11        Superfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	True... Trap... Still 2 mths away to Aug... So expect up and down till aug... Financial report .. polarinda      ( Date: 23-Jun-2020 14:49) Posted: when BBs play it up, u sell. when BBs force it down, u buy. chasing is playing into their trap
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Tempest Master	23-Jun-2020 20:34        Tempest About Contact  Quote this Post!
x 0   x 0  Alert Admin	This GEM will hit 1.50 above soon! To all those vested. HUAT Ah!!
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PQTPQK Supreme	23-Jun-2020 20:32        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	so q& m and biodic can up too ? cheng8888      ( Date: 23-Jun-2020 19:20) Posted: https://www.theedgesingapore.com/capital/brokers-calls/these-companies-are-beneficiaries-covid-19-pandemic Appear at " The Edge Singapore" .
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cheng8888 Senior	23-Jun-2020 19:20        cheng8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/these-companies-are-beneficiaries-covid-19-pandemic Appear at " The Edge Singapore" .
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hokpin Supreme	23-Jun-2020 19:02        hokpin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Congrats. Bro. All former in this counter all big Huat! Superkilat      ( Date: 23-Jun-2020 17:09) Posted: Average around 27.5 cents.
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OKAYCAN Master	23-Jun-2020 18:51        OKAYCAN About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha congrats to UG holder
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nghonpo Veteran	23-Jun-2020 18:16        nghonpo About Contact  Quote this Post!
x 0   x 0  Alert Admin	SPH boss same as NOL.   Literally go to Holland Road. shyeo1223      ( Date: 23-Jun-2020 16:37) Posted: SPH is sunset industry lah.    Lightscity      ( Date: 23-Jun-2020 16:30) Posted: Those who made profits in UG, can consider investing in SPH. Still undervalued and it is moving.
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Shareskiat89 Elite	23-Jun-2020 18:07        Shareskiat89 About Contact  Quote this Post!
x 0   x 0  Alert Admin	congrats to you.  you really super huat le. Superkilat      ( Date: 23-Jun-2020 17:09) Posted: Average around 27.5 cents.
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Superkilat Elite	23-Jun-2020 17:09        Superkilat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Average around 27.5 cents.
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Shareskiat89 Elite	23-Jun-2020 17:07        Shareskiat89 About Contact  Quote this Post!
x 0   x 0  Alert Admin	superkilat bought at what price? 0.3? wenyen      ( Date: 23-Jun-2020 16:53) Posted: Be patient.. u wait for months alr, a few more days wont hurt  Superkilat      ( Date: 23-Jun-2020 16:48) Posted: What the F. JUst 0.005 away from my seling price of 1 dollar!
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Longtermer Elite	23-Jun-2020 17:00        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Tomorrow will be better. The glove market is there to stay elevated for a while. Waiting for results..
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