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sun233 Elite	15-Aug-2017 18:41        sun233 About Contact  Quote this Post!
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sun233 Elite	15-Aug-2017 18:37        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Apologies they don' t need shareholder approval. They already got it. They need sgx approval. sun233      ( Date: 15-Aug-2017 18:26) Posted: Nothing to worry about. Penang expansion expenses.   Big boys just shaking the tree. Weakhands sell. Retailers are not savvy enouh to take on the big boys. Plus,   i think UMS has to get shareholder approval...( i' m not sure about this though)   No one has yet come out to calculate the projected share price after 25% shares added. These brokerages are trading to their advantage. Does anyone know what is their trading income. I have never checked. Bonus issue by all sentiments is a positive........... the key is to buy at a low price. The only threat is Korea and US. The US economy is growing ( this earning season has been good)   and tech is slated to grow especially during the holiday season and the release of the new i phone. Analysts are just harping on the fact that UMS biggest customer' s contract is up for re negotiation. BUT.   Dont forget this baby is a strong take over target.  chengwh1      ( Date: 15-Aug-2017 17:51) Posted: The thing about this fall is : we want to know the reason why,.. apart from this, in fact, it is good for us to this opportunity to go in since the Bonus Issue has been proposed. There is another reason for the fall,.... I think,....  from another forum, there is an analysis of the metrics. This metric shocked me,.... I have always carried the mindset that since UMS' strength lies in its cash-generating capability, it should be debt-free,... BUT,.... Cash & Cash Equivalent (SGD million) 1Q2014 = 39.511 2Q2014 = 36.113 (debt = 5.000) Net Cash = 31.113 3Q2014 = 32.947 4Q2014 = 33.792 1Q2015 = 40.801 2Q2015 = 39.607 (no bank borrowing) 3Q2015 = 38.255 (no bank borrowing) 4Q2015 = 38.933 (no bank borrowing) 1Q2016 = 42.780 (no bank borrowing) 2Q2016 = 35.399 (debt = 1.249) 3Q2016 = 39.217 (debt = 0.249) 4Q2016 = 42.620 (debt = 0.249) 1Q2017 = 48.052 (debt = 0.249)          2Q2017= 62.954 (debt = 18.904) => net debt = 44.050 Look at the last line, for the most recent earnings report. There is a current short term debt of 18.904Mil ?? This increase of debt in the last reporting qtr is frightening. ... Opinions ?
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AttasBoss Elite	15-Aug-2017 18:30        AttasBoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Relax bro..dont panic la...make sure u read their FS throughly.. U see their cash and CF from ops improved...thats becoz their cash mainly in USD..and u see further they incurred forex loss near 2mil in 1H17 coz USD depn against sgd this year but mgmt speculate it will go up again in near future..but now they shortage of sgd to pay dividend etc so they borrow short term loan and hoping usd up then exchange to sgd. chengwh1      ( Date: 15-Aug-2017 17:51) Posted: The thing about this fall is : we want to know the reason why,.. apart from this, in fact, it is good for us to this opportunity to go in since the Bonus Issue has been proposed. There is another reason for the fall,.... I think,....  from another forum, there is an analysis of the metrics. This metric shocked me,.... I have always carried the mindset that since UMS' strength lies in its cash-generating capability, it should be debt-free,... BUT,.... Cash & Cash Equivalent (SGD million) 1Q2014 = 39.511 2Q2014 = 36.113 (debt = 5.000) Net Cash = 31.113 3Q2014 = 32.947 4Q2014 = 33.792 1Q2015 = 40.801 2Q2015 = 39.607 (no bank borrowing) 3Q2015 = 38.255 (no bank borrowing) 4Q2015 = 38.933 (no bank borrowing) 1Q2016 = 42.780 (no bank borrowing) 2Q2016 = 35.399 (debt = 1.249) 3Q2016 = 39.217 (debt = 0.249) 4Q2016 = 42.620 (debt = 0.249) 1Q2017 = 48.052 (debt = 0.249)          2Q2017= 62.954 (debt = 18.904) => net debt = 44.050 Look at the last line, for the most recent earnings report. There is a current short term debt of 18.904Mil ?? This increase of debt in the last reporting qtr is frightening. ... Opinions ? satruz      ( Date: 15-Aug-2017 17:10) Posted: Hopefully the fall has stabilised and U-turn for another uptrend -)
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anonymoustrader Member	15-Aug-2017 18:29        anonymoustrader About Contact  Quote this Post!
x 0   x 0  Alert Admin	Was thinking maybe the firm wants to lower its WACC since cost of debt is lower. Then it can leave its cash for investments or any possible opportunities? http://www.investopedia.com/ask/answers/05/stockcashdividend.asp Also from what i read, share bonus seems like a better option than cash dividend. A reason the site mentioned is that firms that give share bonus expects their share price to increase in the future, so increase number of shares to reduce share price so more people can afford the share. Just my thought! chengwh1      ( Date: 15-Aug-2017 17:51) Posted: The thing about this fall is : we want to know the reason why,.. apart from this, in fact, it is good for us to this opportunity to go in since the Bonus Issue has been proposed. There is another reason for the fall,.... I think,....  from another forum, there is an analysis of the metrics. This metric shocked me,.... I have always carried the mindset that since UMS' strength lies in its cash-generating capability, it should be debt-free,... BUT,.... Cash & Cash Equivalent (SGD million) 1Q2014 = 39.511 2Q2014 = 36.113 (debt = 5.000) Net Cash = 31.113 3Q2014 = 32.947 4Q2014 = 33.792 1Q2015 = 40.801 2Q2015 = 39.607 (no bank borrowing) 3Q2015 = 38.255 (no bank borrowing) 4Q2015 = 38.933 (no bank borrowing) 1Q2016 = 42.780 (no bank borrowing) 2Q2016 = 35.399 (debt = 1.249) 3Q2016 = 39.217 (debt = 0.249) 4Q2016 = 42.620 (debt = 0.249) 1Q2017 = 48.052 (debt = 0.249)          2Q2017= 62.954 (debt = 18.904) => net debt = 44.050 Look at the last line, for the most recent earnings report. There is a current short term debt of 18.904Mil ?? This increase of debt in the last reporting qtr is frightening. ... Opinions ? satruz      ( Date: 15-Aug-2017 17:10) Posted: Hopefully the fall has stabilised and U-turn for another uptrend -)
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sun233 Elite	15-Aug-2017 18:26        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing to worry about. Penang expansion expenses.   Big boys just shaking the tree. Weakhands sell. Retailers are not savvy enouh to take on the big boys. Plus,   i think UMS has to get shareholder approval...( i' m not sure about this though)   No one has yet come out to calculate the projected share price after 25% shares added. These brokerages are trading to their advantage. Does anyone know what is their trading income. I have never checked. Bonus issue by all sentiments is a positive........... the key is to buy at a low price. The only threat is Korea and US. The US economy is growing ( this earning season has been good)   and tech is slated to grow especially during the holiday season and the release of the new i phone. Analysts are just harping on the fact that UMS biggest customer' s contract is up for re negotiation. BUT.   Dont forget this baby is a strong take over target.  chengwh1      ( Date: 15-Aug-2017 17:51) Posted: The thing about this fall is : we want to know the reason why,.. apart from this, in fact, it is good for us to this opportunity to go in since the Bonus Issue has been proposed. There is another reason for the fall,.... I think,....  from another forum, there is an analysis of the metrics. This metric shocked me,.... I have always carried the mindset that since UMS' strength lies in its cash-generating capability, it should be debt-free,... BUT,.... Cash & Cash Equivalent (SGD million) 1Q2014 = 39.511 2Q2014 = 36.113 (debt = 5.000) Net Cash = 31.113 3Q2014 = 32.947 4Q2014 = 33.792 1Q2015 = 40.801 2Q2015 = 39.607 (no bank borrowing) 3Q2015 = 38.255 (no bank borrowing) 4Q2015 = 38.933 (no bank borrowing) 1Q2016 = 42.780 (no bank borrowing) 2Q2016 = 35.399 (debt = 1.249) 3Q2016 = 39.217 (debt = 0.249) 4Q2016 = 42.620 (debt = 0.249) 1Q2017 = 48.052 (debt = 0.249)          2Q2017= 62.954 (debt = 18.904) => net debt = 44.050 Look at the last line, for the most recent earnings report. There is a current short term debt of 18.904Mil ?? This increase of debt in the last reporting qtr is frightening. ... Opinions ? satruz      ( Date: 15-Aug-2017 17:10) Posted: Hopefully the fall has stabilised and U-turn for another uptrend -)
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chengwh1 Elite	15-Aug-2017 17:51        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The thing about this fall is : we want to know the reason why,.. apart from this, in fact, it is good for us to this opportunity to go in since the Bonus Issue has been proposed. There is another reason for the fall,.... I think,....  from another forum, there is an analysis of the metrics. This metric shocked me,.... I have always carried the mindset that since UMS' strength lies in its cash-generating capability, it should be debt-free,... BUT,.... Cash & Cash Equivalent (SGD million) 1Q2014 = 39.511 2Q2014 = 36.113 (debt = 5.000) Net Cash = 31.113 3Q2014 = 32.947 4Q2014 = 33.792 1Q2015 = 40.801 2Q2015 = 39.607 (no bank borrowing) 3Q2015 = 38.255 (no bank borrowing) 4Q2015 = 38.933 (no bank borrowing) 1Q2016 = 42.780 (no bank borrowing) 2Q2016 = 35.399 (debt = 1.249) 3Q2016 = 39.217 (debt = 0.249) 4Q2016 = 42.620 (debt = 0.249) 1Q2017 = 48.052 (debt = 0.249)          2Q2017= 62.954 (debt = 18.904) => net debt = 44.050 Look at the last line, for the most recent earnings report. There is a current short term debt of 18.904Mil ?? This increase of debt in the last reporting qtr is frightening. ... Opinions ? satruz      ( Date: 15-Aug-2017 17:10) Posted: Hopefully the fall has stabilised and U-turn for another uptrend -)
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satruz Master	15-Aug-2017 17:10        satruz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully the fall has stabilised and U-turn for another uptrend -)
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central Senior	15-Aug-2017 16:28        central About Contact  Quote this Post!
x 0   x 0  Alert Admin	only i know if tomorrow drop again can buy some to average. BOW BIAN.
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chengwh1 Elite	15-Aug-2017 16:05        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I can only think of one or two reasons. Investors are anticipating the following to happen  later-on :- 1) A report from DBS Research yesterday saying that moving fwd, the orders from AMAT would be weaker,.... 2) A very large number of shares will be in circulation soon, causing dilution per share if the NPAT does not grow by at least 20% from here on. michaeltan      ( Date: 15-Aug-2017 11:31) Posted: The profit more than double for the first half compared with last year. The company proposed a bonus issue beside declared  dividends. Why the share price still heading to south??? chengwh1      ( Date: 15-Aug-2017 11:25) Posted: Everybody who bought yesterday shld be keepers. Who are the weak holders pls
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AttasBoss Elite	15-Aug-2017 14:12        AttasBoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	reasonable price should be $1.2x-$1.3x range..althought the profit 1H17 is double to 1H16 but the price already factored in the anticipate good result when it started climbing at begin this year....let the 2B decide
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Morello Veteran	15-Aug-2017 11:42        Morello About Contact  Quote this Post! Style: Combined   Mood: Yells: "In it for the long haul"
x 0   x 0  Alert Admin	to give others a chance to load up?...jk refer cimb report cutting the stock to ' hold' michaeltan      ( Date: 15-Aug-2017 11:31) Posted: The profit more than double for the first half compared with last year. The company proposed a bonus issue beside declared  dividends. Why the share price still heading to south??? chengwh1      ( Date: 15-Aug-2017 11:25) Posted: Everybody who bought yesterday shld be keepers. Who are the weak holders pls
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michaeltan Master	15-Aug-2017 11:31        michaeltan About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	The profit more than double for the first half compared with last year. The company proposed a bonus issue beside declared  dividends. Why the share price still heading to south??? chengwh1      ( Date: 15-Aug-2017 11:25) Posted: Everybody who bought yesterday shld be keepers. Who are the weak holders pls ? tankookoo      ( Date: 15-Aug-2017 11:11) Posted: Gap   up of yesterday filled. BB flusing out weak holders.
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chengwh1 Elite	15-Aug-2017 11:25        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everybody who bought yesterday shld be keepers. Who are the weak holders pls ? tankookoo      ( Date: 15-Aug-2017 11:11) Posted: Gap   up of yesterday filled. BB flusing out weak holders.
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tankookoo Master	15-Aug-2017 11:11        tankookoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gap   up of yesterday filled. BB flusing out weak holders.
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Morello Veteran	15-Aug-2017 11:10        Morello About Contact  Quote this Post! Style: Combined   Mood: Yells: "In it for the long haul"
x 0   x 0  Alert Admin	just joined the party on today' s dip ...will add more if dips more bishan22      ( Date: 15-Aug-2017 09:59) Posted: Slowly brewing.... no hurry to pick up..... bishan22      ( Date: 11-Aug-2017 17:36) Posted: Price may drop after bonus issue......
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AttasBoss Elite	15-Aug-2017 10:54        AttasBoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fyi the share issue mandate was approved at the agm already...just need sgx to approve while recieve the application...technically theoretically and historically no issue ..co give more shares to existing shh and if the dividend yield maintains or improve, who will reject tankookoo      ( Date: 15-Aug-2017 10:45) Posted: So far, never heard of such incident of cancel.....dun create unneccessary fear..   chengwh1      ( Date: 15-Aug-2017 10:16) Posted: OK,... I apologised for this ' bad thinking' , bro,... but just trying to cover all the corners here,....One of the instos just commented this to me,..
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tankookoo Master	15-Aug-2017 10:45        tankookoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	So far, never heard of such incident of cancel.....dun create unneccessary fear..   chengwh1      ( Date: 15-Aug-2017 10:16) Posted: OK,... I apologised for this ' bad thinking' , bro,... but just trying to cover all the corners here,....One of the instos just commented this to me,... central      ( Date: 14-Aug-2017 23:32) Posted: first time hear share market proposal bonus issue can be cancelled . maybe new law.
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chengwh1 Elite	15-Aug-2017 10:16        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	OK,... I apologised for this ' bad thinking' , bro,... but just trying to cover all the corners here,....One of the instos just commented this to me,... central      ( Date: 14-Aug-2017 23:32) Posted: first time hear share market proposal bonus issue can be cancelled . maybe new law.
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bishan22 Supreme	15-Aug-2017 09:59        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slowly brewing.... no hurry to pick up..... bishan22      ( Date: 11-Aug-2017 17:36) Posted: Price may drop after bonus issue......
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central Senior	14-Aug-2017 23:32        central About Contact  Quote this Post!
x 0   x 0  Alert Admin	first time hear share market proposal bonus issue can be cancelled . maybe new law.
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