Latest Forum Topics /
Medtecs Intl
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Due_Dilligence
Veteran |
20-Jun-2020 19:48
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None at all since IPO
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Due_Dilligence
Veteran |
20-Jun-2020 17:43
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I agree. Q2 results will be key. Management has already said that Q2 will be better than Q1 (5 May) and informed us that H2 profits will be at least H1. (19 June). You work out the math and potential EPS and gives it a conservative PE ratio of 10 or 15, you will know that at 30 cents, this is an undervalued share. Anyone that has doubts, please raise your hand, I personally tutor you. And, if there are anyone who want to short this share, please carry on. You are certainly welcome to short.
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Due_Dilligence
Veteran |
20-Jun-2020 17:30
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You check my post earlier. I have detailed out my calculations on how I get my TP.
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hongyuan
Senior |
20-Jun-2020 17:12
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compare other Taiwan mask/PPE share: Universal Incorporate 1325, TWD178 / PE102 KNH 9919 TWD46 /PE130 Nan Liu6504 TWD274/PE36 Medtecs9103 TWD10 Medtecs is the cheapest and way undervalue, once they public the helf year 2020 result in August will noticed the PE below 6, Taiwan price can eazy fly up to +TWD20 musk/PPE is hot share in Taiwan for next 1-2 year | ||||
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tofudidi
Supreme |
20-Jun-2020 16:41
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whats the dividend they used to payout?
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Investor8
Master |
20-Jun-2020 16:30
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Not forgetting that they will throw you dividends as a bonus.
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hokpin
Supreme |
20-Jun-2020 16:02
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Don't know got durian to pick up at 0.28 or not next Mon?
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wolverine23
Supreme |
20-Jun-2020 15:29
Yells: "Medical Bull 2020 !!!!!!!! = Internet Bull 2000 !!!!!!!!" |
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Will we see a 5 to 10x multibagger from today' s level? 
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wolverine23
Supreme |
20-Jun-2020 15:27
Yells: "Medical Bull 2020 !!!!!!!! = Internet Bull 2000 !!!!!!!!" |
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The mystery number is Q2 profit number.  Most are estimating an extremely conservative profit of (say) USD5m for Q2. If it comes in at even USD10m for Q2. The FY results would be at least USD 30m! EPS = USD 5.5 cents / SGD 7.7 cents whether its PE 10x, 12x, 15x, 20x. You do the math. $0.77 to $1.54 The Q2 number, when released, would cause a rampage. 
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cheng8888
Senior |
20-Jun-2020 15:18
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I still remembered investors flushed the share price from 191 to 166 within 30 minutes. After that, no more chance to see 166 anymore. | ||||
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Alvin2042
Master |
20-Jun-2020 15:17
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With the 2nd wave in US and the deteriorating situation in South America, healthcare plays will resume. | ||||
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wolverine23
Supreme |
20-Jun-2020 15:06
Yells: "Medical Bull 2020 !!!!!!!! = Internet Bull 2000 !!!!!!!!" |
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Xia is good guy. allow us to buy cheap below 10 cents!
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Investor8
Master |
20-Jun-2020 14:52
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This year Medtecs longist will celebrate wow National Day when Q2 results announced. | ||||
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cheng8888
Senior |
20-Jun 14:27
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2nd quarter result (April to June) sure better than 1st quarter because Medtecs business and coverage market basically faced the COVID-19 peak from month March to May. And the price of PPE also going up to peak at this period. | ||||
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Bennytan23
Senior |
20-Jun-2020:27
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Sip sip tea.. pang pee pee..
Flush out the weaker holders.. likely contra players who buy and dump.. Those who can hold 2 more months.. enjoy the ride.. Dividends and price increase cmg our way 🤑 |
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furnaces
Veteran |
20-Jun-2020 14:01
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Found PPE pricing chart in USA in April. Look at the price markup to end user. Gloves markup is only at 200-300% markup but isolation gowns at 2000% markup. This will give a lot of pricing power to medtecs. With profit margin at around 17% in Q1, if Medtecs just increase selling price by 100% in Q2, gross profit will increase by more than 6 times compared to Q1. Profit could easily surge from US$3.7m to more than US$20m in Q2. Only question is how much did Medtecs increase its average selling price? Personal thoughts, at least 100%.![]() https://www.mcknights.com/news/analysis-ppe-costs-increase-over-1000-during-covid-19-crisis/ |
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hokpin
Supreme |
20-Jun-2020 13:58
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When seeing people sell, all become 'ganzheong' and do panic sell and cause the price drop. Doesn't it sound illogic that price dropped with good news?!!!
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cheng8888
Senior |
20-Jun-2020 13:53
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Lucky yesterday is Friday, if not today will be worst. Over the weekend, investor can cool down and do the research to the company again. Actually why the share dump by investor after AGM? Because the good news already announced at the day before? Some people see the dump and many buyers start to panic and sell the share even lost money. The company already mentioned the next quarter profit atleast at par or even more and may issue dividend. It is good news and good sign to prove the company business is at good track. The way the share sell seem like have a bad news. Monday the share will go up because the 295 support is there. The share price will move to 305 to 310 support as per Sifu calculation.   |
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Superkilat
Elite |
20-Jun-2020 13:34
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Mr Xia | ||||
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Superfast
Supreme |
20-Jun-2020 12:39
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Who ?
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