01-03-2016, 01:22 PM
(21-02-2013, 06:21 PM)specuvestor Wrote: Agree Ezion and Ezra ROIC looks very capital intensive, and unconvincing on a FCF basis. But Ezra is the one with pattern more than badminton.
(14-04-2014, 09:54 AM)specuvestor Wrote: ^^agree... they are same pot
(08-04-2014, 10:47 AM)specuvestor Wrote: Buy 7% Ausgroup somemore... even more garang than Ezra
http://infopub.sgx.com/Apps?A=COW_CorpAn...0NXh1fQww8
Ezion and Ezra have same playbook
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
Think Asset-Business-Structure (ABS)