Jensen Lam's comment on D&O. All Comments

Jensen Lam
3 Like · Reply
https://www.thestar.com.my/business/business-news/2019/03/28/mida-eyes-rm13bil-in-approved-investments-for-e-e-industry-in-2019/

"MIDA is promoting the growth of local supply chains to support the growth of the automotive semiconductor market. To promote this, MIDA has adopted the ecosystem approach where we fill in the gaps in automotive semiconductors."

Hope to see this counter can finally rebound after so long zzz
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cheng
it will take time. nevertheless, the decision to exit the general lighting and tv segment to focus on niche/specialized auto lighting in 2015 is paying off gradually
Like · 6 years · translate
cheng
from an erratic swing in terms of sales growth and profitability pre 2015 is now changing to consistent performance post 2015
Like · 6 years · translate
cheng
It's trending to high single digit sales growth yoy and may stretched to double digit. Have a look at it over the last 10 years performance and post 2015 performance.
Like · 6 years · translate
cheng
nice growth story unfolding and upcoming annual report will provide better picture in terms of (1) confirm its growth story (2) risk of stagnant growth
Like · 6 years · translate
eng hock ooi
Goh, how do you classify growth? Can share? Thx
Like · 6 years · translate
cheng
hi eng, traders/investors wish is to be profitable. that's the bottom line. hence, there will be different definition of growth stocks. just my opinions - (1) unsustainable growth stocks - one that rises too fast within short period of time, being promoted frequently, profit growth faster than sales growth (2) sustainable growth stocks - sales growth that matches growth in operating income and cash flow, smaller but consistent growth rates
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1 Like · 6 years · translate
cheng
both definitions of growth will help to meet the bottom line of profitable trades. difference is duration. unsustainable growth stocks will eventually perform worse compared to sustainable growth over a period of time.
1 Like · 6 years · translate
Muniandy Krishnan
thank Cheng. This can buy and hold then?
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cheng
hi muniandy, you have to do your own due diligence. I am just sharing my opinions. nevertheless, you can also wait for upcoming annual report to confirm its performance - either continuous growth or start seeing risk stagnant growth. hope it helps.
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1 Like · 6 years · translate
Muniandy Krishnan
Ok thanks. I buy some :)
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Jason
Sifu Goh, notice ur comments on various stock and signal quite accurate. for this stock what is the recommended entry price?
Like · 6 years · translate
cheng
hi Jason, please do your own due diligence as I am just sharing my opinions based on its available informations. in my opinion, it's a growth stock due to its consistent sales growth yoy (high single digit) after streamlining its business back in 2015. waiting for its upcoming annual report. current price is near its sideway correction and in my opinion, possible entry. do look out for its sales growth in its upcoming annual report.
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