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New phases new horizons, aim $3 by 2022 Post Reply Rate topic
Spike18 Member	21-Aug-2020 08:44        Spike18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am also one of those contemplating to sell because first half report is flat.  Actually, it is good after careful consideration.  And, now with your information which puts it very clearly. Many thanks. Acl2013      ( Date: 21-Aug-2020 08:03) Posted: Before you sell off the Frencken, see the fundamentals of it first, dont panic. NAV is $0.7458 1H20 profit 18.641 million  EPS 1H20 is 4.41  cents , expect will be better by 2H20 P/E ratio is x10.087 Many tech stock P/E is above x12 right now, glove stock is X38~107 and mask stock is x643!!  Maybank Kim Eng TP $1.33 (19/08 new)  CGS-CIMB TP $1.06 (14/08) KGI securities TP $1.21 (17/08) UOB Kay Hian TP $1.37 (14/08) DBS research TP $1.43 (14/08)  So why sell off Frencken at this price?
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bishan22 Supreme	21-Aug-2020 08:22        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should see rebound today.... wehuattogether88      ( Date: 18-Aug-2020 13:19) Posted: Late morning went up above $1.00 briefly. After that no strength.
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Acl2013 Veteran	21-Aug-2020 08:03        Acl2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Before you sell off the Frencken, see the fundamentals of it first, dont panic. NAV is $0.7458 1H20 profit 18.641 million  EPS 1H20 is 4.41  cents , expect will be better by 2H20 P/E ratio is x10.087 Many tech stock P/E is above x12 right now, glove stock is X38~107 and mask stock is x643!!  Maybank Kim Eng TP $1.33 (19/08 new)  CGS-CIMB TP $1.06 (14/08) KGI securities TP $1.21 (17/08) UOB Kay Hian TP $1.37 (14/08) DBS research TP $1.43 (14/08)  So why sell off Frencken at this price?
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wehuattogether88 Supreme	18-Aug-2020 13:19        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Late morning went up above $1.00 briefly. After that no strength.
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patient168 Senior	18-Aug-2020 12:46        patient168 About Contact  Quote this Post!   Yells: "patience is the key to winning"
x 0   x 0  Alert Admin	its nearest peer is UMS, now trade @ PE 15.x. This one PE @ 9.x. and good thing is its busniess less impact by trade war.
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MBULLISH Elite	18-Aug-2020 12:38        MBULLISH About Contact  Quote this Post!
x 0   x 0  Alert Admin	$3 very possible A very very sound company It?s very alike AEM in early days
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Acl2013 Veteran	18-Aug-2020 12:29        Acl2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Topic aim $1 already in history, let looking for the new horizon from now onwards. patient168      ( Date: 18-Aug-2020 12:17) Posted: I like the new topic title, will hold for long term and hope another AEM is making.
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Wind22i Supreme	18-Aug-2020 12:19        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes its for longer term.. not for contra
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patient168 Senior	18-Aug-2020 12:17        patient168 About Contact  Quote this Post!   Yells: "patience is the key to winning"
x 0   x 0  Alert Admin	I like the new topic title, will hold for long term and hope another AEM is making.
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MBULLISH Elite	18-Aug-2020 12:06        MBULLISH About Contact  Quote this Post!
x 0   x 0  Alert Admin	I like this It is just baby AEM in early days Been holding since 80 cent Will wait out for $2 The mgt is very good
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Acl2013 Veteran	18-Aug-2020 12:02        Acl2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There are not rate for fun! CGS-CIMB TP $1.06 KGI securities TP $1.21 UOB Kay Hian TP $1.37 DBS research TP $1.43 Waiting for Kim Eng and RHB new rate.
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Wind22i Supreme	18-Aug-2020 12:01        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems today is the day big fund loading and buying in..
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Kai189 Veteran	18-Aug-2020 11:56        Kai189 About Contact  Quote this Post!
x 0   x 0  Alert Admin	heavy selling.  0.96 shd be a good entry point 1:53:56 0.995 2,000 Buy Up 11:52:16 0.995 20,000 Buy Up 11:52:08 0.995 100 Buy Up 11:51:58 0.995 5,000 Sell Down 11:51:58 0.995 100 Sell Down 11:51:58 0.995 1,300 Sell Down
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patient168 Senior	18-Aug-2020 11:51        patient168 About Contact  Quote this Post!   Yells: "patience is the key to winning"
x 0   x 0  Alert Admin	Need a very strong hand to move. The sell queue depth volumns are very hugh.
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Integrity Elite	18-Aug-2020 11:44        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully it will retest its recent high of $1.26. The sky is the limit.
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Acl2013 Veteran	18-Aug-2020 11:31        Acl2013 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It s rebound now, short term will be cover the gap at $1.160 to $1.180. those panic to sell regrets now, and those short sell is losing their pants now.
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Sunmoonstar Member	14-Aug-2020 17:51        Sunmoonstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	By DBS Maintain BUY with higher TP of S$1.43 all key segments expected to post higher or at least stable revenue in 2H20 vs 1H20. We believe the worst is over for the supply chain. The initial supply chain disruptions caused by the COVID-19 lockdown measures are largely resolved. At present, all the Group&rsquo s manufacturing sites in Asia, Europe and the US have resumed normal operations. Demand is also gradually improving as Frencken expects higher or at least stable revenue in 2H20 as compared to 1H20. Frencken&rsquo s strong presence across a wide variety of industries and business segments should help to provide resilience and stability to the Group. Furthermore, it has good exposure of 30% revenue to the growing semiconductor segment (as at 1H20, up from 16% in 1H19). At 14x FY20F and 11.5x FY21F earnings, Frencken is trading at about c.30% discount to its global peers&rsquo average of 16.5x PE. The stock is supported by a dividend yield of about 2% based on a 30% payout ratio. Where we differ: We are optimistic that Frencken can tide over this period of extreme volatility given its diversified exposure. Potential catalysts: 1) Sustained recovery of supply chain 2) Further positive developments on the US-China trade war front 3) Better operational efficiency to improve margins. Valuation: Maintain BUY with higher TP of S$1.43. We raised our TP to S$1.43 as we shift our valuation base to FY21F, pegged to 13.2x PE (previously 10.4x), at a 20% discount to peers&rsquo average given Frencken&rsquo s smaller scale.
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ghetto Master	14-Aug-2020 16:31        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Reload and ready...
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jlong0005 Senior	14-Aug-2020 16:28        jlong0005 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result actually ok yet got badly punished. Maybe tech stocks already over bought need correction.
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Wind22i Supreme	14-Aug-2020 16:06        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest Tp $1.43 from vickers
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