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SCGM: An Educated Guess

2018-06-10 hautoinvest Leave a comment

An educated guess is that the new productive assets might have some issues that held back production schedule As revealed…

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Posted in: Investment Notes Filed under: Malaysia, manufacturing, SCGM

SCGM: Growth Not So Sure

2018-05-29 hautoinvest Leave a comment

Sales in the last three quarter flatten while productive assets is historically high Historically low asset productivity (EPM assets turnover…

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Posted in: Investment Notes Filed under: Malaysia, manufacturing, SCGM

Embry: Diverging Trends

2018-01-29 hautoinvest Leave a comment

Last Thursday Embry Holdings gave investors a positive profit alert. Market responded by raising its share price by over 15%…

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Posted in: Investment Notes Filed under: China, Embry, Hong Kong, Retail

How Much Rate of Return Should Value Investors Expect?

2018-01-14 hautoinvest Leave a comment

Long-term CAGR from S&P 500 and Berkshire Hathaway define the lower bound and upper bound values Long-term ROICs from US…

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Posted in: Investment Framework Filed under: Berkshire Hathaway, S&P 500, Warren Buffett

Uchi Technologies: Core Technology

2017-09-15 hautoinvest Leave a comment

Do you know what is the core technology of Uchi Technologies? Does UCHITEC make digital or analogy products? An animation…

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Posted in: Investment Notes Filed under: Electronics, Malaysia, manufacturing, Uchi Technologies

Uchi Technologies: Capacity or Capability?

2017-08-29 hautoinvest Leave a comment

Dongguan factory investment was for capacity expansion Investments in UCHItecture was for capability upgrade How would the investments in UCHItecture…

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Posted in: Investment Notes Filed under: Electronics, growth model, Malaysia, manufacturing, Uchi Technologies

Uchi Technologies: European Taste

2017-08-14 hautoinvest Leave a comment

In long-run, sales and profits are governed by the economics behind but not by the transaction currencies High-end automated coffee…

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Posted in: Investment Notes Filed under: Electronics, Malaysia, manufacturing, Uchi Technologies

SCGM: “Sure Can” Growth Model (updated with FY2017)

2017-07-31 hautoinvest Leave a comment

RM 33.2m productive assets (Equipment, Plant and Machinery) were added in FY2017, which is 108% of FY2016 balance (RM 30.6m)…

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Posted in: Investment Cases Filed under: growth model, Malaysia, manufacturing, SCGM, simulation

The Restaurant Group: Like it or not Like-for-like sales

2017-07-07 hautoinvest Leave a comment

A semi-quantitative leisure like-for-like (LFL) sales growth trend from FY2015 H2 to FY2016 H2 was released in final results presentation…

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Posted in: Investment Notes Filed under: The Restaurant Group

SCGM: Capital Commitments

2017-06-25 hautoinvest Leave a comment

SCGM FY2017 Q4 results was announced on 22nd June. Could we improve SCGM sales growth estimate of FY2018 by examining…

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Posted in: Investment Notes Filed under: Malaysia, manufacturing, SCGM

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Recent Posts

  • SCGM: An Educated Guess 2018-06-10
  • SCGM: Growth Not So Sure 2018-05-29
  • Embry: Diverging Trends 2018-01-29
  • How Much Rate of Return Should Value Investors Expect? 2018-01-14
  • Uchi Technologies: Core Technology 2017-09-15

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