Hong Chew Eu's comment on UOADEV. All Comments

Hong Chew Eu
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If you are a risk averse fundamental investor, you would be looking for companies with strong fundamentals trading at prices lower than the business value. The Fundamental Mapper by Xifu shows UOA Dev falling into this category.

The Fundamental Mapper has 4 quadrant with the Goldmine quadrant in the bottom right section denoting companies with strong busienss performance relative to the sector. At the same time this quadrant are for those whose business value is much higher than the market price suggesting lower risk.

Given UOA track record, you should not be surprised by its strong fundamentals. But why has the market not recognized this?
https://i.postimg.cc/263J83SY/FM-UOA-Dev.jpg
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Ron L
Because it's a boring stock with little to no price action, low daily volume, uninvestible and unprofitable for short term gains. Who wanna buy if the only thing the operator does is to trap and hold your money for months.? Money has an opportunity cost and investing in companies with strong fundamentals ought to yield rewards to shareholders on short to med term basis. Else take it private and don't waste ppl time and money
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Like · 4 weeks · translate
Hong Chew Eu
Warren Buffett makes money by being a long term investor. If you buy fundamentally strong stocks trading at a significant discount, you will make big money when the market re-rates. But you must know where to look
Like · 3 weeks · translate
Absolute Total Compound
I know.

Infotec is a compounder.

Awaiting rerating!

I suggest Mr. Hong to start researching and analyzing Infotec.
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Like · 3 weeks · translate
Ee Beng Heng
How can UOA afford to give 30 sen div, when EPS only around 11 sen ?
Like · 3 weeks · translate
Absolute Total Compound
UOADEV IV is very low.

When P/E > ROE, 100 % definitely Overvalued!

Strong Fundamental can turn extremely Weak Fundamental if for years degrowing !

Don't bet on the future uncertainties !
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Like · 3 weeks · translate
Absolute Total Compound
Do not evaluate performance relative to sector and peer.

Evaluation must be based on Self's Growth and Self's Profitability year by year.
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Absolute Total Compound
Regardless of strong or weak fundamental, if the net profit is degrowing, the intrinsic value is degrowing.
Like · 3 weeks · translate
Hong Chew Eu
Yes, the business value depends on a company's performance. But unless you think that the company is a sunset sector, a valuation over the long term will indicate its business value. So don't be mesmerized by just the current performance. Secondly, companies don't operate in a vacuum. A sector comparison will give you a picture of how well a company performs. In a soft market all companies will do badly. If a company stands out, it must be doing something well.
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Like · 3 weeks · translate
Absolute Total Compound
Uoadev doesn't standout.

Both ROIC < WACC and ROIC < Loan Rate × (1 + Inflation Rate).

Its EVA (Economic Value Added, also called Residue Income & Economic Profit) is negative.

It doesn't create Value (also called intrinsic value).

Its performance is upsetting.
https://finbox.com/KLSE:UOADEV/models/wacc
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Like · 3 weeks · translate
Absolute Total Compound
DPS > EPS will not last long.

Buffett and Munger know it very well.

They do not simply invest blindly solely looking at DY, but rather the Business Growths instead.
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Like · 3 weeks · translate
Absolute Total Compound
Seems like Uoadev entrepreneurship quality is deteriorating, unable to plan and launch the property development consistently and evenly, and most importantly, unable to achieve constructive profitability against the cost of capital.
Like · 3 weeks · translate