05-11-2011, 12:56 AM
hi DZWN87,
wow, doesn't look like a 'quick' analysis to me, with so many details, unless you have some macro software to pull the data from multiple sources and summarize the figures.. Thanks! Btw, ru vested in OKP?
A friend once recommended OKP to me, but i havent had a chance to do any analysis..From your report, some of the numbers like ROE, net margins and FCF looks interesting enough for me to maybe start looking at it soon..
2 issues:
(1) Since CSI and OKP are related, and CSI awards its contracts to OKP, it is a related party transaction and from CSI pt of view, there is a slight conflict of interest
(2) There are alot of positives flagged with little negatives in this report. Have you done any risk assessment?
wow, doesn't look like a 'quick' analysis to me, with so many details, unless you have some macro software to pull the data from multiple sources and summarize the figures.. Thanks! Btw, ru vested in OKP?
A friend once recommended OKP to me, but i havent had a chance to do any analysis..From your report, some of the numbers like ROE, net margins and FCF looks interesting enough for me to maybe start looking at it soon..
2 issues:
(1) Since CSI and OKP are related, and CSI awards its contracts to OKP, it is a related party transaction and from CSI pt of view, there is a slight conflict of interest
(2) There are alot of positives flagged with little negatives in this report. Have you done any risk assessment?
I am not a certified financial advisor and so nothing of what I say should be construed as financial advice. Please consult a certified financial advisor for advice instead.