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(14-01-2014, 12:25 AM)HoHo Wrote: [ -> ]
(14-01-2014, 12:00 AM)Cloudman Wrote: [ -> ]
(13-01-2014, 11:40 PM)HoHo Wrote: [ -> ]Cloudman, i strongly believe that you either don't have a good understanding of teckwah's business or wrong judgement, i can assure you, evey segment of teckwah's business have very strong growth potential. Please go and read more indepth into teckwah's different business segments.

@ Hoho...Just out of curiosity...how well do you understand Teckwah's business? Sometimes reading from published news may not always tell the whole story. To each his own.....

Mark my word, and i only say it once, this man Thomas Chua will be the next Steve Jobs. They are truly visionary men.

Who are you?
Huh
(14-01-2014, 12:25 AM)HoHo Wrote: [ -> ]
(14-01-2014, 12:00 AM)Cloudman Wrote: [ -> ]
(13-01-2014, 11:40 PM)HoHo Wrote: [ -> ]Cloudman, i strongly believe that you either don't have a good understanding of teckwah's business or wrong judgement, i can assure you, evey segment of teckwah's business have very strong growth potential. Please go and read more indepth into teckwah's different business segments.

@ Hoho...Just out of curiosity...how well do you understand Teckwah's business? Sometimes reading from published news may not always tell the whole story. To each his own.....

Mark my word, and i only say it once, this man Thomas Chua will be the next Steve Jobs. They are truly visionary men.

I believe most forum buddies here are more interested on the ground for the statement, rather than merely "words from HoHo".

So presenting the ground for the view, is a much more effective way to let others "mark your words", IMO
I think it is relevant and important for shareholders and potential investors alike to understand the wide range of services being offered/provided by the Teckwah Group of companies to prime-name MNCs in the Asia-Pac region. Teckwah's services now include:

(1) Print Related - basically, packed to order (i.e. fulfilling Teckwah's customers' own customer orders) Customised Print and Packaging Solutions…..
http://www.teckwahvaluechain.com

(2) Non-Print Related - basically, managing Teckwah's customers' own logistics or total supply chain functions as an out-sourced service provider by providing a full suite of end-to-end services supply chain management solutions…..
http://www.teckwahlogistics.com

Simply awesome! Teckwah is like the now privatised (since 2006) Mentor Media Group…..
http://www.mentormedia.com.sg/Default.aspx?Page=Home
but may be even better and stronger!
So far Teckwah is slowly but surely building up its net cash position and slowly expanding.

May take a couple of years before that is returned to shareholders which will be the catalyst to push it up.
FY13 (ended 31Dec13) full-year result just out…..
http://infopub.sgx.com/FileOpen/SGX_Ann_...eID=276616 [result announcement]

Not bad at all, I think. A $0.01/share Final dividend declared too.
slightly more debt on the books though but for capex on new factory and equipment is veli gud! Big Grin
Shareholders and interested investors will find the latest 4Q/2013 issue of Teckwah's quarterly 'CaiXun" newsletter an interesting read…..
http://www.teckwah.com.sg/pdf/CaixunQ42013.pdf

Notwithstanding the softened SGX market and increased uncertainty and volatility in the last 9 months, share price wise Teckwah has out-performed the STI in the last 6 months from Oct13 and by some 17% to date…..
http://sg.finance.yahoo.com/q/bc?s=561.S...l&c=%5ESTI
FY13 (ended 31Dec13) AR is out and makes interesting reading…..
http://infopub.sgx.com/FileOpen/Teckwah%...leID=20609 [FY13 AR]

AGM has been fixed for 22Apr14 (Tuesday) at 9:30am. XD date for the FY13 Final dividend of $0.01/share has been fixed for 30Apr14, and the dividend will be paid on 16May14.
Teckwah last done (12:58:55) at $0.41, up $0.02 or 5.1% from yesterday's close at $0.39, backed by a relatively higher volume of 368 lots so far.

It looks like Mr Market has convincingly breached the important $0.40 mark for Teckwah, and the counter is poised to advance further towards its justified fair value over time, driven by improved short-to-medium term economic fundamentals, including enhanced business growth potential and profitability, and the extra value created by the company's new HQ property "Pixel Red".
This afternoon Teckwah has again hit its 2-year high of $0.42 - first hit on 14Apr, and again yesterday (22Apr) - but when compared with its latest (as at 31Dec13) NAV/share of $0.5259 (itself a very conservative number, as it does not reflect even the fair CMV of the soon-TOP Pixel Red factory project), it does appear that Mr Market is still unwilling to attach a fair valuation on this prime-name counter.
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