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Chen Hsong- beneficiary of rise of EV

Chen Hsong- beneficiary of rise of EV

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Optimistic Offline
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#1
22-11-2022, 11:25 AM
supply plastic injection moulding machines to BYD.

Mkt cap- 1120m
cash- 600m
net profit- 200m
debt- minimal

net-net stock.

Any buddies keen to invest in CH?  Smile
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specuvestor Offline
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#2
22-11-2022, 12:21 PM
David Webb will make sure the corp governance is ok? Smile

Deep value because deep cyclical I guess?
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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Optimistic Offline
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#3
22-11-2022, 12:53 PM
(22-11-2022, 12:21 PM)specuvestor Wrote: David Webb will make sure the corp governance is ok? Smile

Deep value because deep cyclical I guess?

Imagine one has 1120m to privatise CH

Deducting cash of 600m, effective takeover price is 520m.

suppose CH net profit drop to 60m, one's return on investment based on 520m is still a respectable 11%.
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