ECS

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#1
Any one interested in this one?

the revenue, net income, EPS etc. growth steadly in the past few years (only got data after 2006).
last year, it got iPhone and iPad distributer in China ( Apple authorized 4 only ).

vested.
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#2
Today what a surprise - final it took off. Hope the listing of Malaysia subsidiary will also give a boost finally.

This counter is illiquid but in terms of value. I guess nobody can fault it. Its like Electronic Resources that final got taken private by Ingram Micro.

Super cheat vs Challenger and they got the biggest pipeline of IT. Yes Bring IT ON..
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#3
ECS took off one week after iphone 5 released. its recent quarter earning not so good, so taking so long to move.

Super cheaP vs Challenger? Challenger has not been moving for a while.
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#4
(14-04-2011, 03:00 PM)Jeff Wrote: Any one interested in this one?

the revenue, net income, EPS etc. growth steadly in the past few years (only got data after 2006).
last year, it got iPhone and iPad distributer in China ( Apple authorized 4 only ).

vested.

Iphone sales not doing so good in China. Currently the leading smartphones in China are XiaoMing and Samsung.
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#5
I have taken a quick look into ECS

NPM is very low, close to 1% only. ROA and ROE are also not impressive, at the low of the single digit.

It's performance is far behind Challenger.

I have not go further. If i miss important points, please highlight Tongue
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#6
(19-09-2012, 08:19 PM)CityFarmer Wrote: I have taken a quick look into ECS

NPM is very low, close to 1% only. ROA and ROE are also not impressive, at the low of the single digit.

It's performance is far behind Challenger.

I have not go further. If i miss important points, please highlight Tongue

Why are you comparing a retailer's financial ratios with a distributor ? Thanks.

(Not Vested)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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#7
10 years ROE (Descending Order)
12.014
17.869
14.712
12.357
10.981
10.551
9.939
8.485
4.241
9.824

10years EPS $ (Descending Order)
0.10721
0.14484
0.10435
0.08031
0.06382
0.05480
0.04731
0.03679
0.01720
0.03871

Cash And Cash Equivalents At End (2012 from Left to Right)
131,397 92,500 51,117 49,502 39,425
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#8
(19-09-2012, 08:48 PM)Nick Wrote:
(19-09-2012, 08:19 PM)CityFarmer Wrote: I have taken a quick look into ECS

NPM is very low, close to 1% only. ROA and ROE are also not impressive, at the low of the single digit.

It's performance is far behind Challenger.

I have not go further. If i miss important points, please highlight Tongue

Why are you comparing a retailer's financial ratios with a distributor ? Thanks.

(Not Vested)

I just re-use the comparison by previous posting.

I know little on ECS, but sound like a retailer base on previous posting in this thread?

(not vested)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#9
(19-09-2012, 09:08 PM)CityFarmer Wrote:
(19-09-2012, 08:48 PM)Nick Wrote:
(19-09-2012, 08:19 PM)CityFarmer Wrote: I have taken a quick look into ECS

NPM is very low, close to 1% only. ROA and ROE are also not impressive, at the low of the single digit.

It's performance is far behind Challenger.

I have not go further. If i miss important points, please highlight Tongue

Why are you comparing a retailer's financial ratios with a distributor ? Thanks.

(Not Vested)

I just re-use the comparison by previous posting.

I know little on ECS, but sound like a retailer base on previous posting in this thread?

(not vested)

Ok. I was just curious. Tongue
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
Reply
#10
(19-09-2012, 08:53 PM)nitro Wrote: 10 years ROE (Descending Order)
12.014
17.869
14.712
12.357
10.981
10.551
9.939
8.485
4.241
9.824

10years EPS $ (Descending Order)
0.10721
0.14484
0.10435
0.08031
0.06382
0.05480
0.04731
0.03679
0.01720
0.03871

Cash And Cash Equivalents At End (2012 from Left to Right)
131,397 92,500 51,117 49,502 39,425

IMO, cash and cash equivalents should be viewed together with the long term debt. Total long term debt is approx 101 mils in FY2011

Since highly leveraged, we should also view the ROA together with the ROE for a better picture
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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