| Latest Forum Topics / Gems TV |
 Post Reply
|
|
Sparkling gemstones
|
||||||||||||||||||
|
rogue_trader
Master |
08-Jun-2007 09:55
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
if i nt wrong, dat report is by cimb.. | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
bombomb
Member |
08-Jun-2007 09:51
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Thanks Yongjiu.BTW, whos report it is? |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
|
||||||||||||||||||
|
YongJiu
Veteran |
08-Jun-2007 09:40
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
8 June 2007 Gem TV Holding Limited (GEMS SP / GEMS.SI, OUTPERFORM - Upgraded, S$0.69, Target: S$1.32) Company update - Looking beyond FY08 for growth by Kasem Prunratanamala We believe Gems TV will be able to address lingering issues over the next few quarters. We are cautiously positive on the outlook for FY09, as reflected in our below-consensus estimates. With almost a debt-free balance sheet and strong net cash, Gems TV is well-placed to grow organically over the next two years. Even though our FY08 EPS estimate has been cut by 34% to US$0.03, we raise our target price to S$1.32 from S$1.25. Our new target is based on 15x CY09 P/E and 7x CY09 EV/EBITDA vs. 23x CY08 P/E and 12x CY08 EV/EBITDA previously. We apply a 20% discount to average peer valuations to reflect Gems TV's relatively short track record. The stock is trading at 7x CY09 P/E and EV/EBITDA, while offering a FY07-09 EPS CAGR of 98% vs. the peer average of 23%. Upgrade to Outperform from Neutral. (See attached file: GemsTV-080607.pdf) |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
Henry$$$
Senior |
08-Jun-2007 09:22
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
TP 80 cents by JP morgen! | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
winsontkl
Elite |
07-Jun-2007 23:14
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
The emphasis here is for the next two quarters is NO SHOWs Gems TV's performance over the next two quarters -- presence of a new competitor in the UK, margin compression due to higher selling costs and higher outsourcing, (and) higher startup costs for its launch into the US and entry into Japan/China come back later or when the price is attractive enough. |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
|
||||||||||||||||||
|
ghlau935
Veteran |
07-Jun-2007 17:21
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Actually i myself bought this share at $0.98(20lots), now still holding, what to do we must trust the expert because nowadays bbs all follow them,that's why this stock is now $0.675.
|
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
iPunter
Supreme |
07-Jun-2007 17:03
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Chinkiasu... You are just being rational with the facts. Rationality with the facts is absolutely a must to avoid disappointment... But unfortunately, in this world, people need to believe in something, no matter what it is... as long as there's something or someone to believe in, they'll be happy... :) |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
chinkiasu
Master |
07-Jun-2007 16:52
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
ha ha Ipunter.... actually there is one thing I am absolutely very sure of .... never trust JP Morgan, Credit Suissiy et al... well the future for this stock is quite bleak for the moment.... |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
|
||||||||||||||||||
|
iPunter
Supreme |
07-Jun-2007 16:34
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Chinkiasu... |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
chinkiasu
Master |
07-Jun-2007 16:28
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
alamak ghiau935... would you still believe in this KNNCCB Joh Pai Mohgan?? they have lost all credibility.. they were the first to promote then first to sell now what are they trying to do, con us again ?????? | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
ghlau935
Veteran |
07-Jun-2007 13:50
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
|
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
ten4one
Master |
07-Jun-2007 08:10
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Haha ! That is Warren Buffett in Singlish ....not bad ! Be careful, stock is cheap for a good reason and if you don't know the reason, it maybe more costly than you think. If you're unsure, do nothing - it is better to regret later! Cheers! |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
|
||||||||||||||||||
|
iPunter
Supreme |
06-Jun-2007 22:30
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Sarahlkh... So I see you are the type who... "buy cheap-cheap, hold long-long then sell high-high"... :) | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
winsontkl
Elite |
06-Jun-2007 22:22
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
sarahlkh, good luck.... | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
sarahlkh
Senior |
06-Jun-2007 22:10
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
hi ipunter, anything that is cheap interest me :P but still waiting | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
iPunter
Supreme |
06-Jun-2007 20:51
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
This stock fell from a high of 1.83 at end-March to the present price of 0.67... all within 2 months... |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
Livermore
Master |
06-Jun-2007 20:39
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
As I mentioned earlier, there will be some rebound but it might not have any upside potential |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
iPunter
Supreme |
06-Jun-2007 16:31
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
I agree with ten4one on that... :) | |||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
ten4one
Master |
06-Jun-2007 16:30
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Unfortunately opportunity is not equal to risk and may not necessary be risky. Some risks could be managed and some have to be avoided at all costs. It is very foolish trying to catch a falling knife.I'd rather let it falls to the ground and pick it up without risking losing my fingers. Let the 'damage-controlled' mode settled and then decide whether to place your bet. No point trying to hit a virtual target! Cheers! |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||
|
iPunter
Supreme |
06-Jun-2007 16:19
|
|||||||||||||||||
|
x 0
x 0 Alert Admin |
Sarahlkh... You love this stock and is waiting to get in at a good price? |
|||||||||||||||||
| Useful To Me Not Useful To Me | ||||||||||||||||||