The comparison with Pico Far East is helpful.key parameters for Pico (ROE, low debt, eps growth, management competence,decent dividend, valuation) are sound, only the development of Cash flow after working capital changes is relatively flat over the last few years and does not match EPS growth. why? PGL

Has anybody analysed the Short Selling Ratio and iits recent development?
Maybe there will be a "short squeeze'" should either Korea or Japan come up trumps.
Personally , having just read "The Birth of Korean Cool", I believe the chances that the Korean Government giving "thumbs up" in Q4 are better than 50 percent.
In my book,therefore,a trading Buy at 1.12 sgd. PGL(vested).

Like their curret results ROA,ROE, Cash Flow from Operations after working Capital Changes,net cash?
But outlook is less clear to me, Can they keep it up?
Isn't the Target Price a bit rich( PE 27), priced to perfection with a PEG ratio nudging 1x?
How significant would be a win or a loss of their pending bid for a key dcontract be?
What is their target percentage for recurring income?
What is their customer concentration?
New Competitors?
PGL

Such as?
PGL

Phillips' target price at 2.40 sgd is almost 15 percent higher than the pack .
Is this because they are more optimistic about 2015 EPS, which others see lower than 2014 EPS forecast?
Or is 2014 boosted by exceptionals?
PGL

How many Sheng Shiong stores are owned and how many leased?
What is Sheng Siong"s Strategy in this regard?
PGL

When will CWT be Cash Flow positive ( after working capital changes)?
PGL

Tipster, you are right the rental incomes are in sgd., but the Net Asset Value not!
Also when rentals are up for renewal, negotiations to increase them in Sgd., may be tough against the background of tenants whose income is in IDR, and competitors
Who pay their rents in IDR. Stii remain vested though! PGL

Great growth Story, but what about cash flow and free cash flow which require new capital either more debt or issue new shares? Alao nil dividend policy does not suit all institutional investors. PGL

Wasn't just a Bear Raid?
PGL

"Jam tomorrow?" PGL

Like Sarin for its growth potential and high ROE backed up by "proprietary"positions i.e.patents,and innovative new products still with roll out to come. India is a concern and the impact hard to decipher for ordinary mortals! PGL

Why?
PGL

Jam tomorrow?
PGL

price target should read 1.935 not 1.39.