CDW Holdings

[BlueKelah]

KGIFraser Coverage from last month.

Price hit 20c again today.

[yewkim]

sometime around mid 2014, I read here and after some homework decided to buy some 300 lots, all because of BlueKelah. Now I am sucking and licking my finger. Thanks for this counter.

I like Japanese management, another one is Kori, another wonderful counter.

[shubin88]

http://bbs.huasing.net/bbs.php?B=147_12092336

[BlueKelah]

sometime around mid 2014, I read here and after some homework decided to buy some 300 lots, all because of BlueKelah. Now I am sucking and licking my finger. Thanks for this counter.

I like Japanese management, another one is Kori, another wonderful counter.

Didn't know you have vested too. Congrats.

Also sitting on some good gains after loading up last year( when no one replied to my post on vesting together).
CDW has been one of the better performers for me, but not doing any finger action as only suck and lick my finger when having Hot and Spicy K.F.C or rendang at malay friend's wedding.


Will go have a look at kori (yewkim : u should post something on the kori thread for discussion if its good company)

Disclaimer : if any of the stocks I discussed caused you guys to lose money in the future, please dun show me the middle finger after sucking and licking it

[yewkim]

I think if div yield come down to 6% , i will be looking to sell. That means something like 25/26c. It could go higher too. But I am happy with close to 100% gain. Thanks.

[BlueKelah]

I think if div yield come down to 6% , i will be looking to sell. That means something like 25/26c. It could go higher too. But I am happy with close to 100% gain. Thanks.

GORENG PISANG today!!

Looks like they finished accumulating already and pushing towards KGI analyst target of 26c. Will probably trend higher as the technical traders jump in. Given the interest in this counter now, would be holding till the cum-dividend comes out or the yield down to 4-5% before paring down.

Probably more analyst reports coming online soon...

[(cy)]

share price rallied on strong volume today is most probably due to RHB initiating with TP of S$0.31. (financial model built on DCF)

accordingly to analyst' s report, company is trading at 1.8x FY15 ex-cash P/E and has a high potential dividend yield of 8-9%.

the strong FY2015' s performance is attributed to the production capacity resolved (and to be doubled) with CDW' s recent CNY10mil investment in Suzhou Pengfu Photoelectric Technology Co. Ltd.

Key risks for the company are customer concentration (one customer contributed 70% of its FY2014 revenue) and ongoing supply of key components.

[Petertan]

http://rhbosk.ap.bdvision.ipreo.com/NSig...a419de.pdf

target price value at 31c. No wonder this counter soar recently. Analyst is finally paying attention to this chip.

[BlueKelah]

Announced today,
Div payout USD 0.007 ~SGD 0.009
Ex 07/05
Paid on 22/5

[Petertan]

http://rhbosk.ap.bdvision.ipreo.com/NSig...b98c120fb3

more detail analysis of this gem.