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81-100 of 18187
None at all since IPO
tofudidi ( Date: 20-Jun-2020 16:41) Posted:
whats the dividend they used to payout?
Investor8 ( Date: 20-Jun-2020 16:30) Posted:
| Not forgetting that they will throw you dividends as a bonus. |
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I agree. Q2 results will be key. Management has already said that Q2 will be better than Q1 (5 May) and informed us that H2 profits will be at least H1. (19 June). You work out the math and potential EPS and gives it a conservative PE ratio of 10 or 15, you will know that at 30 cents, this is an undervalued share. Anyone that has doubts, please raise your hand, I personally tutor you. And, if there are anyone who want to short this share, please carry on. You are certainly welcome to short.
wolverine23 ( Date: 20-Jun-2020 15:27) Posted:
The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage.
furnaces ( Date: 20-Jun-2020 14:01) Posted:
Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.
https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/ |
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You check my post earlier. I have detailed out my calculations on how I get my TP.
Superfast ( Date: 20-Jun-2020 08:06) Posted:
How's the tp ?
Due_Dilligence ( Date: 19-Jun-2020 22:11) Posted:
| Do not worry. Last time, I bought 300 000 shares at 0.186 and let go at 0.195 and it went back down to 0.18 again and after that it flew to above 20 cents. I think after this correction, it will reach 40 cents. Just be patient |
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compare other Taiwan mask/PPE share: Universal Incorporate 1325, TWD178 / PE102 KNH 9919 TWD46 /PE130 Nan Liu6504 TWD274/PE36 Medtecs9103 TWD10
Medtecs is the cheapest and way undervalue, once they public the helf year 2020 result in August will noticed the PE below 6, Taiwan price can eazy fly up to +TWD20 musk/PPE is hot share in Taiwan for next 1-2 year
whats the dividend they used to payout?
Investor8 ( Date: 20-Jun-2020 16:30) Posted:
Not forgetting that they will throw you dividends as a bonus.
wolverine23 ( Date: 20-Jun-2020 15:27) Posted:
The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage. |
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Not forgetting that they will throw you dividends as a bonus.
wolverine23 ( Date: 20-Jun-2020 15:27) Posted:
The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage.
furnaces ( Date: 20-Jun-2020 14:01) Posted:
Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.
https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/ |
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Don't know got durian to pick up at 0.28 or not next Mon?
wolverine23 ( Date: 20-Jun-2020 15:29) Posted:
Will we see a 5 to 10x multibagger from today' s level?
wolverine23 ( Date: 20-Jun-2020 15:27) Posted:
The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage. |
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|
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Will we see a 5 to 10x multibagger from today' s level?
wolverine23 ( Date: 20-Jun-2020 15:27) Posted:
The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage.
furnaces ( Date: 20-Jun-2020 14:01) Posted:
Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.
https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/ |
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The mystery number is Q2 profit number. Most are estimating an extremely conservative profit of (say) USD5m for Q2.
If it comes in at even USD10m for Q2. The FY results would be at least USD 30m!
EPS = USD 5.5 cents / SGD 7.7 cents
whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54
The Q2 number, when released, would cause a rampage.
furnaces ( Date: 20-Jun-2020 14:01) Posted:
Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.
https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/ |
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I still remembered investors flushed the share price from 191 to 166 within 30 minutes. After that, no more chance to see 166 anymore.
With the 2nd wave in US and the deteriorating situation in South America, healthcare plays will resume.
Xia is good guy. allow us to buy cheap below 10 cents!
Superkilat ( Date: 20-Jun-2020 13:34) Posted:
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This year Medtecs longist will celebrate wow National Day when Q2 results announced.
2nd quarter result (April to June) sure better than 1st quarter because Medtecs business and coverage market basically faced the COVID-19 peak from month March to May. And the price of PPE also going up to peak at this period.
Sip sip tea.. pang pee pee..
Flush out the weaker holders.. likely contra players who buy and dump..
Those who can hold 2 more months.. enjoy the ride..
Dividends and price increase cmg our way 🤑
Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.
https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/
When seeing people sell, all become 'ganzheong' and do panic sell and cause the price drop. Doesn't it sound illogic that price dropped with good news?!!!
cheng8888 ( Date: 20-Jun-2020 13:53) Posted:
Lucky yesterday is Friday, if not today will be worst.
Over the weekend, investor can cool down and do the research to the company again.
Actually why the share dump by investor after AGM? Because the good news already announced at the day before? Some people see the dump and many buyers start to panic and sell the share even lost money.
The company already mentioned the next quarter profit atleast at par or even more and may issue dividend. It is good news and good sign to prove the company business is at good track. The way the share sell seem like have a bad news.
Monday the share will go up because the 295 support is there. The share price will move to 305 to 310 support as per Sifu calculation.
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Lucky yesterday is Friday, if not today will be worst.
Over the weekend, investor can cool down and do the research to the company again.
Actually why the share dump by investor after AGM? Because the good news already announced at the day before? Some people see the dump and many buyers start to panic and sell the share even lost money.
The company already mentioned the next quarter profit atleast at par or even more and may issue dividend. It is good news and good sign to prove the company business is at good track. The way the share sell seem like have a bad news.
Monday the share will go up because the 295 support is there. The share price will move to 305 to 310 support as per Sifu calculation.
Mr Xia
Who ?
Superkilat ( Date: 20-Jun-2020 12:31) Posted:
| He is buying but less than 5 percent! |
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