
kennethkohwk
- May 9, 2017
Lee Metal Group Ltd: possible 30% upside - Cash rich, bottoming earnings, possible (UPDATE: up 6.5%
This is a quick update to our report on Lee Metal freshly out the oven just a couple days ago (Lee Metal, 30% upside, May 7th, 2017). We said that the stock price could potentially increase by 30% if earnings start to improve due to it's deep value status (PE ex cash is a cheap 4.7x). We suspected that after a 3 year decline, that the earnings decline might be finally arrested. We saw the first hints of it yesterday. It's quarterly results came out yesterday, and the price ha


kennethkohwk
- May 7, 2017
Lee Metal Group Ltd: Value play - Cash rich, bottoming earnings, possible 30% upside.
A frivolous prologue: In January, we told you the counter we were heavy-on
AVI-TECH, deep value, good margins, cash-rich semi-con
Back then, no analyst covered, like wearing a disguise
Since then, analysts covered, whopping 55% upside
The same first VALUETRONICS analyst in 2014 (twenty-fourteen)
He's back on the scene, On it first with his team
Back then, earnings decline, thirty cents+ it was hated
Hit target, 59 cents a year later, investors elated It's midnight, I'm yaw

kennethkohwk
- May 1, 2017
AVITECH is up 55% since our report in Jan 2017.
Christmas came way early! We said that this Singapore listed semiconductor play counter AVITECH (AVISC.SG) had the chance to return +30%+. See our blog post here. https://www.quantzombie.com/single-post/2017/01/10/AVI-TECH-is-a-Value-play It's up 55% since. We introduced our post when the price was 0.305. It closed at 0.475 yesterday. We try to be different here. We liked AVITECH not only because of great valuations and a great looking technical setup. But we also ranked it h