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josephyeo Elite	12-Sep-2018 13:52        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Half year profit .. US$7.2 mil. Dividend declared o.4 cts. Currently trading ex-dividend. Forward p/e below 10X. The divestment will give the company a gain of US$20 mil. Management also announced that a special dividend will be given. For info ... dyodd josephyeo      ( Date: 12-Sep-2018 13:42) Posted: SSL_Disposal_Announcement_Press_Release.pdf
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josephyeo Elite	12-Sep-2018 13:42        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	SSL_Disposal_Announcement_Press_Release.pdf
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bryancbq Master	06-Jul-2018 14:03        bryancbq About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	What happened in taiwan? Investigated for?
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NextEvolution Elite	06-Jul-2018 13:27        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big plunge. Trade war and also investigated in Taiwan on business dealing
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josephyeo Elite	30-Apr-2018 12:22        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	1st quarter result: Profit jumps 92% to US$5.2 mil. Revenue at all time high of US$405 mil.
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josephyeo Elite	30-Apr-2018 11:42        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Serial System ... 1st quarter result just out. An excellent set of results. See link below: SSL_1Q2018_results_press_release_Final.pdf
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samudra Veteran	12-Apr-2018 09:37        samudra About Contact  Quote this Post!
x 0   x 0  Alert Admin	not a good sign. price may fall NextEvolution      ( Date: 05-Apr-2018 15:16) Posted: Serial System really got system downgrade. From main board now going to apply for Catalist listing. And now hv to look for sponsor liao ... LOL
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NextEvolution Elite	05-Apr-2018 15:16        NextEvolution About Contact  Quote this Post!
x 0   x 0  Alert Admin	Serial System really got system downgrade. From main board now going to apply for Catalist listing. And now hv to look for sponsor liao ... LOL
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josephyeo Elite	04-Apr-2018 11:01        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Serial System: General Announcement :: NOTICES BY ELECTRONIC COMMUNICATIONS Serial System: Disclosure of Interest/ Changes in Interest of Substantial Shareholder(s)/ Unitholder(s) :: Notification of change in percentage level of a substantial shareholder
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InvestNotTrade Senior	04-Apr-2018 08:54        InvestNotTrade About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "seekingprivatereturns.blog"
x 0   x 0  Alert Admin	Sam Kor finally coming back to supoort josephyeo      ( Date: 03-Apr-2018 23:48) Posted: Sam Goi - Serial System Form 3_Final_3Apr18.pdf josephyeo      ( Date: 03-Mar-2018 23:39) Posted: Correction ... market cap S$150 mi
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josephyeo Elite	03-Apr-2018 23:48        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Sam Goi - Serial System Form 3_Final_3Apr18.pdf josephyeo      ( Date: 03-Mar-2018 23:39) Posted: Correction ... market cap S$150 mil josephyeo      ( Date: 03-Mar-2018 23:31) Posted: My golden rule:   Buy shares with low p/e, with dividends and show continue growth in top n bottom line. Avoid companies which report losses, do not pay dividends and with high p/e.   Have patience n convictions.   Serial System FY 2016 profit S$6.016 mil FY 2017 profit S$12.606 mil Improved by S$6.590 / 109% Market Cap &ndash S$105.5 mil (based on price of 16.8 cts) Trailing P/E &ndash 11.8 Dividend &ndash 0.75 cts (annualised n based on price of 16.8 cts) Dividend yield : 4.4% Price 52 weeks &ndash high 19.3 cts, low 14.0 cts   Going forward to financial year 2018, company likely to show further improvements in top n bottom Serial System meets my criterias of improving top n bottom lines. Valuation likely to improve as results improve. Debt as a % of revenue is only 16%.
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josephyeo Elite	03-Mar-2018 23:39        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Correction ... market cap S$150 mil josephyeo      ( Date: 03-Mar-2018 23:31) Posted: My golden rule:   Buy shares with low p/e, with dividends and show continue growth in top n bottom line. Avoid companies which report losses, do not pay dividends and with high p/e.   Have patience n convictions.   Serial System FY 2016 profit S$6.016 mil FY 2017 profit S$12.606 mil Improved by S$6.590 / 109% Market Cap &ndash S$105.5 mil (based on price of 16.8 cts) Trailing P/E &ndash 11.8 Dividend &ndash 0.75 cts (annualised n based on price of 16.8 cts) Dividend yield : 4.4% Price 52 weeks &ndash high 19.3 cts, low 14.0 cts   Going forward to financial year 2018, company likely to show further improvements in top n bottom Serial System meets my criterias of improving top n bottom lines. Valuation likely to improve as results improve. Debt as a % of revenue is only 16%.
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josephyeo Elite	03-Mar-2018 23:31        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	My golden rule:   Buy shares with low p/e, with dividends and show continue growth in top n bottom line. Avoid companies which report losses, do not pay dividends and with high p/e.   Have patience n convictions.   Serial System FY 2016 profit S$6.016 mil FY 2017 profit S$12.606 mil Improved by S$6.590 / 109% Market Cap &ndash S$105.5 mil (based on price of 16.8 cts) Trailing P/E &ndash 11.8 Dividend &ndash 0.75 cts (annualised n based on price of 16.8 cts) Dividend yield : 4.4% Price 52 weeks &ndash high 19.3 cts, low 14.0 cts   Going forward to financial year 2018, company likely to show further improvements in top n bottom Serial System meets my criterias of improving top n bottom lines. Valuation likely to improve as results improve. Debt as a % of revenue is only 16%.
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samudra Veteran	03-Mar-2018 17:03        samudra About Contact  Quote this Post!
x 0   x 0  Alert Admin	look at the debt ha ha ha investors take care
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josephyeo Elite	26-Feb-2018 01:02        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The result would be alright if not for these one-offs non recurring " expenses" :   Impairment loss on financial asset, available-for-sale 1424 Impairment losses on trade receivables 3802 Allowance/(write-back of allowance) for inventory obsolescence 966 Write-off of inventories 242 Hong Kong IPO expenses 549     Total 6983 The good thing w these impairments n write offs is that the company will be starting on a clean sheet for the new financial year, implying a good 1st quarter result. Above is just my views n i could be wrong. Pls dyodd.
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josephyeo Elite	25-Feb-2018 17:51        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Serial System result is out: 1. revenue up ... from US$1,402 mil to US$1,492 mil, up 6% 2. profit up ... from US$4.558 mil to US$9.550 mil, up 110% 3. dividend up ... from 0.35 cts (S) to 0.75 cts (S), 114%. Dividend is annualised. Yield 4.2% 4. nta up ... from 13.93 cts (US) to 16.19 cts (US), up 16.2% 5. gross margin up ... from 6.9% to 7.0% 6. net margin up ... from 0.32% to 0.63 7. cash up ... from US$65.153 to US$73.080. 8. debt up ... from US$204.4 to US$239.6 mil. Notes : 1.On friday' s closing price of 17.5 cts (S), the company is capitalised at S$156.7 mil.     Based on current earnings the price earning ratio now stands at 12.1 X 2. The 1st 3 quarters results were in line with expectation but the last quarter was a disappointment     as it was not in line with the profit trend reported in the earlier quarters. The 4th quarter profit     was down by 91% against last year same quarter, from US$4.048 mil to US$0.358 mil 3. Reasons given for the lower profits were: i) higher allowance for impairment losses on trade receivables, ii) allowance forinventory obsolescence, iii) impairment loss on financial assets available-for-sale iv) Higher professional fees attributable to the Group&rsquo s proposed listing of its 91%-owned Hong Kong      subsidiary, Serial Microelectronics (HK) Limited group If these are one-off impairments/allowances, then its acceptable. Pls refer to financial reports for details. On balance its a fair result, though i had expected better results. Conclusion: will hold till their annoucement on listing in the Stock Exchange of Hong Kong and maybe the next 2 quarters. Will share the reasons for my decision to hold at a later date End for now ...
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borneo2017 Member	25-Feb-2018 13:22        borneo2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results got 4Q is out. Is this expected ? josephyeo      ( Date: 24-Feb-2018 14:36) Posted: An update on " why it pays to go long" ...     Price at date of post   ......current......   ......returns......   ...posted on... JEP Holding 2.8   9.1   225.0   4 apr ' 17                 Chasen 3.6   7.6   111.1   16 feb ' 17                 Ausgroup 3.2   5.2   62.5   16 oct ' 17                 Excelpoint 49.5   70.5   42.4   27 feb ' 17                 ISEC 31.5   32.5   3.2   26 may ' 17                 Serial System 17.0   17.5   2.9   17 oct ' 17                   107.6   142.4   32.3     i am still vested in these counters. Expect ISEC and Serial System to do better. Just sharing ...
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josephyeo Elite	24-Feb-2018 14:36        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	An update on " why it pays to go long" ...     Price at date of post   ......current......   ......returns......   ...posted on... JEP Holding 2.8   9.1   225.0   4 apr ' 17                 Chasen 3.6   7.6   111.1   16 feb ' 17                 Ausgroup 3.2   5.2   62.5   16 oct ' 17                 Excelpoint 49.5   70.5   42.4   27 feb ' 17                 ISEC 31.5   32.5   3.2   26 may ' 17                 Serial System 17.0   17.5   2.9   17 oct ' 17                   107.6   142.4   32.3     i am still vested in these counters. Expect ISEC and Serial System to do better. Just sharing ...
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josephyeo Elite	23-Feb-2018 16:00        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Result should be out today. Should be interesting !!! josephyeo      ( Date: 21-Feb-2018 14:53) Posted: Repost for those who missed it. Reporting season is back. Last year Serial System reported it' s result on 22 Feb. I am bullish on Serial System for the following reasons: 1. its 9 months current year profit of US$9.2 far exceeded last year full year profit of US$4.5. The upcoming result should good. 2. company normally declare better dividend when the profit improve. I expect higher dividend this year. 3. in the company' s presentation, i can sense that the management is becoming more focus on margin. This should be good for it' s bottomline. 4. its still tarding below it' s nta of 19.8 cts 5. Finally, i believe that going forward to year 2019, the profitability of the company will be even better given the company' s focus on margin n non performing assets. For a company with high level of revenue, an improvement of even 0.2% will have big impact on it' s bottomline. Above are just my thoughts/perception and i could be wrong. Pls do your own due diligence.
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johnng Supreme	23-Feb-2018 14:01        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	CHIONG ARH!!!
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