tag:blogger.com,1999:blog-4398219283546397306.post2076392205206893466..comments2023-10-18T10:21:42.721-07:00Comments on Xaivier Blog: Value Investment in Stock Market: GLOBETRONICS TECHNOLOGY BERHAD (GTRONIC: 7022) - Summary and Overview of 2011Q2 reportXaivier Chiahttp://www.blogger.com/profile/12198630111328748487noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4398219283546397306.post-4248778724383528732013-09-07T02:00:38.477-07:002013-09-07T02:00:38.477-07:00Hi bsngpg,
I try to share with you some of my ins...Hi bsngpg,<br /><br />I try to share with you some of my insign about Gtronic.<br /><br />Based on last report (Q2):<br />1. It is still good company with strong cash flow.<br />2. EPS growed was mainly due to the recovery from USA and S'pore market.<br />3. For me, current valuation (RM2.60++) is fair - no cheap or expensive. So it is a very difficult situation to make a decision. Because if the business can keep growing in the future, then HOLD or even BUY in is the best decision. <br /><br />For current valuation, you need to catch up its quarter performance to determine whether it still can maintain/grow its EPS or not.<br /><br />Note - no one can predict future, this is the risk you need to take, so the profit (or lose) you will receive. <br /><br />I normally prefer to a deal with huge margin of safety (extremely undervalued). BUT, if my cash ratio is too high, then I will consider company like Gtronic in my portfolio to provide good dividend return in the long term.<br /><br />All the best and happy investing.Xaivier Chiahttps://www.blogger.com/profile/12198630111328748487noreply@blogger.comtag:blogger.com,1999:blog-4398219283546397306.post-68375143428868370572013-09-06T20:54:27.699-07:002013-09-06T20:54:27.699-07:00Xanvier : would you mind to update your assessment...Xanvier : would you mind to update your assessment on GTronic. I am interested to hear from as many sources as possible in case I miss something about the company. Thanks.bsngpghttps://www.blogger.com/profile/08334137095532387783noreply@blogger.com