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If this demand for PPE is susstainable, then won' t it make sense to build up your own capacities to fully capitalise on it?
Investor8 ( Date: 03-Feb-2021 13:39) Posted:
I am not sure if capex can tell the whole story. Company had already stated that they will approach capex cautiously given the uncertain time-frame of the pandemic. This was reflected in their reluctance to expend capital for plant expansion during the early stage of the pandemic. They have also implemented strategies that had increased sales (e-commerce and leveraging on their brand name) without putting excessive demands on their cashflow. Even if they decide to build a plant in USA, I don' t think it is going to cost a lot. Like many forummers had mentioned earlier, the barriers to entry in Company' s business is not high. So, they are concentrating on building their brand in the medical PPE sphere. Same logic, why would someone buy an Apple iPhone that cost 10 times that of another OEM Abeng iPone when the latter is good enough. My two cents worth.
Luzern ( Date: 03-Feb-2021 13:21) Posted:
" Did you know many JV and oversea plants are being worked on now?"
Let' s look at the Capex in the coming report to cross-check if this is just talk or walking the talk.  |
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http://www.shareinvestor.com/sg/home.pl
Cescoyeo ( Date: 03-Feb-2021 13:36) Posted:
| 1 million buy at 1.06. Lai Liao!!! |
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today is 立 春 let's huat longiest
Price has been weak, but can somehow feel that it will erupt soon. The longer it' s suppressed, the more powerful the eruption will be. Huat argh!!
Cescoyeo ( Date: 03-Feb-2021 13:36) Posted:
| 1 million buy at 1.06. Lai Liao!!! |
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I am not sure if capex can tell the whole story. Company had already stated that they will approach capex cautiously given the uncertain time-frame of the pandemic. This was reflected in their reluctance to expend capital for plant expansion during the early stage of the pandemic. They have also implemented strategies that had increased sales (e-commerce and leveraging on their brand name) without putting excessive demands on their cashflow. Even if they decide to build a plant in USA, I don' t think it is going to cost a lot. Like many forummers had mentioned earlier, the barriers to entry in Company' s business is not high. So, they are concentrating on building their brand in the medical PPE sphere. Same logic, why would someone buy an Apple iPhone that cost 10 times that of another OEM Abeng iPone when the latter is good enough. My two cents worth.
Luzern ( Date: 03-Feb-2021 13:21) Posted:
" Did you know many JV and oversea plants are being worked on now?"
Let' s look at the Capex in the coming report to cross-check if this is just talk or walking the talk.
Longtermer ( Date: 03-Feb-2021 13:15) Posted:
Yes, agreed. Nobody will agree with you because you dun understand Medtecs.
Did you attend the webinars? Many who did, asked relevant questions related to post pandemic.
Did you know what are their plans to transform the company fwd?
Did you know many JV and oversea plants are being worked on now?
We observed your views changed according to your position..
Dyodd and dun contra. Be steady.
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1 million buy at 1.06. Lai Liao!!!
Study finds Russia vaccine 91.6% effective, prevents hospitalisation & death of Covid-19 patients
According to the
BBC, peer-reviewed medical journal
The Lancet reported that late-stage trial results show that vaccine efficiency is 91.6 per cent.
The trial involved around
20,000 people.
https://mothership.sg/2021/02/russia-sputnik-v-vaccine-effective/
Yes, lets see.
Believe some updates will come this month..
Luzern ( Date: 03-Feb-2021 13:21) Posted:
" Did you know many JV and oversea plants are being worked on now?"
Let' s look at the Capex in the coming report to cross-check if this is just talk or walking the talk.
Longtermer ( Date: 03-Feb-2021 13:15) Posted:
Yes, agreed. Nobody will agree with you because you dun understand Medtecs.
Did you attend the webinars? Many who did, asked relevant questions related to post pandemic.
Did you know what are their plans to transform the company fwd?
Did you know many JV and oversea plants are being worked on now?
We observed your views changed according to your position..
Dyodd and dun contra. Be steady.
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" Did you know many JV and oversea plants are being worked on now?"
Let' s look at the Capex in the coming report to cross-check if this is just talk or walking the talk. Longtermer ( Date: 03-Feb-2021 13:15) Posted:
Yes, agreed. Nobody will agree with you because you dun understand Medtecs.
Did you attend the webinars? Many who did, asked relevant questions related to post pandemic.
Did you know what are their plans to transform the company fwd?
Did you know many JV and oversea plants are being worked on now?
We observed your views changed according to your position..
Dyodd and dun contra. Be steady.
kiattttt ( Date: 03-Feb-2021 12:44) Posted:
| Simply because this is a ?pandemic? counter. Price will not break the high of 1.98 unless there is a second pandemic around the corner. Of course most of y?all are trapped high in this counter and have a clouded judgement. Constantly harping on the low PE. Realized when it burst to 1.98, at that point PE was probably 100+ because everything was unknown and the big players have alr anticipated the earnings it have today. Then now when the actual earnings have been reported and easily calculated by all retailers, it is trading at PE 3 and ppl thinking is it ?undervalued?. It is indeed undervalued but definitely not sustainable which is why the big players have lose interest. I don?t expect anyone to agree with me |
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Yes, agreed. Nobody will agree with you because you dun understand Medtecs.
Did you attend the webinars? Many who did, asked relevant questions related to post pandemic.
Did you know what are their plans to transform the company fwd?
Did you know many JV and oversea plants are being worked on now?
We observed your views changed according to your position..
Dyodd and dun contra. Be steady.
kiattttt ( Date: 03-Feb-2021 12:44) Posted:
| Simply because this is a ?pandemic? counter. Price will not break the high of 1.98 unless there is a second pandemic around the corner. Of course most of y?all are trapped high in this counter and have a clouded judgement. Constantly harping on the low PE. Realized when it burst to 1.98, at that point PE was probably 100+ because everything was unknown and the big players have alr anticipated the earnings it have today. Then now when the actual earnings have been reported and easily calculated by all retailers, it is trading at PE 3 and ppl thinking is it ?undervalued?. It is indeed undervalued but definitely not sustainable which is why the big players have lose interest. I don?t expect anyone to agree with me |
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Relat lah, meanwhile, depart from this discussion thread & as this thread goes lower & lower the chart, SURPRISE! lolllll
Simply because this is a ?pandemic? counter. Price will not break the high of 1.98 unless there is a second pandemic around the corner. Of course most of y?all are trapped high in this counter and have a clouded judgement. Constantly harping on the low PE. Realized when it burst to 1.98, at that point PE was probably 100+ because everything was unknown and the big players have alr anticipated the earnings it have today. Then now when the actual earnings have been reported and easily calculated by all retailers, it is trading at PE 3 and ppl thinking is it ?undervalued?. It is indeed undervalued but definitely not sustainable which is why the big players have lose interest. I don?t expect anyone to agree with me
u said Medtecs has peaked? I doubt so. why u said that? based on your gut feel or u have lived long enough to tell that it has peak?kiattttt ( Date: 03-Feb-2021 11:22) Posted:
U say AEM has peaked? I doubt so. Medtecs is the only counter that has peaked. Peaked meaning 2020 and 2021 will be the highest earnings in case u don?t know what peaked means
ETLee8 ( Date: 03-Feb-2021 11:14) Posted:
Kiattt, which part is false ??? Kindly let me know pls.
FYI, I extracted the info from all the financial reportings in SGX. |
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How you know Medtecs peak? Dun give false info..
What i know is the future is great. More sustainable earnings for the company due to transformation.
Results report in 2 to 3 weeks time will provide more updates.
Watch it!!
kiattttt ( Date: 03-Feb-2021 11:22) Posted:
U say AEM has peaked? I doubt so. Medtecs is the only counter that has peaked. Peaked meaning 2020 and 2021 will be the highest earnings in case u don?t know what peaked means
ETLee8 ( Date: 03-Feb-2021 11:14) Posted:
Kiattt, which part is false ??? Kindly let me know pls.
FYI, I extracted the info from all the financial reportings in SGX. |
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Aiyoh Yoh, It seems u do not know the Semi-Cond industry Cycles. It peaks in Fy2020 and will gradually drops for the next 4 years. Semi-cond is a 5-8 year cycles.
I spent 15 years in Semi-Cond and hv seen countless retrenchments over that period.
Particularly risky are the machine makers. Chip makers and contract manufactures like Venture are in a better position as they hv more options to diversity the products. Hence they are able to maintain well over a long period.
This is one of the main reason why AEM bought CEI recently.
walau, now argue about " peak" , lollllll! Which peak lah? is it HongKong' s Victoria Peak? cannot go there now lah because of consistent cases of HK' s local community C19 transmission lah. lollllllll
kiattttt ( Date: 03-Feb-2021 11:22) Posted:
U say AEM has peaked? I doubt so. Medtecs is the only counter that has peaked. Peaked meaning 2020 and 2021 will be the highest earnings in case u don?t know what peaked means
ETLee8 ( Date: 03-Feb-2021 11:14) Posted:
Kiattt, which part is false ??? Kindly let me know pls.
FYI, I extracted the info from all the financial reportings in SGX. |
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U say AEM has peaked? I doubt so. Medtecs is the only counter that has peaked. Peaked meaning 2020 and 2021 will be the highest earnings in case u don?t know what peaked means
ETLee8 ( Date: 03-Feb-2021 11:14) Posted:
Kiattt, which part is false ??? Kindly let me know pls.
FYI, I extracted the info from all the financial reportings in SGX. |
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Kiattt, which part is false ??? Kindly let me know pls.
FYI, I extracted the info from all the financial reportings in SGX.
Medtecs is the only counter that has peaked for 2020 and 2021. pls stop spreading false information
ETLee8 ( Date: 03-Feb-2021 11:05) Posted:
WHY u should be buying MEDTECS ??
It is one of the most profitable business for FY2020, FY 2021.
RESULTS SPEAKS FOR ITSELF. NO ARGUMENT NECESSARY
Counter Q1 Profits Q2 Profits 1hF2020 Q3 Profits Q4 profits FY2020 FY2021 (est)
Medtecs 3.7M 38.9M 42.6M 60.78M 60.78M(est) 164.16M Maintain
AEM 43.8M 23.5M 67.3M 29.9M 29.9M(est) 127.1M Already Peak in Fy2020
IFAST 3.64M 4.53M 8.17M 6.2M 6.2M (est) 20.57M
Kep Corp 31.0M (506M)
Semp Corp (1,118M)
CDL 3.1M ( ? )
Comfort DG (6.0M) ( ? )
SPH (83.7M)
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Hahaha, quite true. Those who missed at 4c still hoping or waiting for it to go back to 4c. Then again, if it does really go back to 4c, they won' t dare to buy also. So forever NATO. LOL!!!
ringo88 ( Date: 03-Feb-2021 11:03) Posted:
How true bros..
Talk only no action.
When it went from 4 cts to 1.98, i suppose some bros also talk only, no action.
And missed out big time.
So right.. talk only, no action. |
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