Reply to @billybobba : can't help much here, I dunno anything about Guocoland.
But specifically for developers, I think the key points that I'll look out for are:
1) Multi year, long term data on execution. Do they have loss making projects periodically?
2) Any parameter that measures efficacy. Things like ROE, ROIC, GPM, NPM.
3) In the space that they are in, do they have competitive advantages?
4) Debt!
5) Long term FCF generation
6) As for assessment of value, the whole band of being "cheap" has to be shifted down. Meaning a 0.8-0.9 P/B ratio is considered average, not exactly cheap.
Reply to @thosai : Sorry! As of now, our inhouse policy is not to provide a fair value or target price of the stock. IN analysts aim to help our beloved community and promote discussion. Towards that objective, we strive to share in-depth information about a company's finances and prospects, and shed light into both the positive aspects as well as the risk factors. We do not provide investment advice, nor do we take a position as to whether a stock is currently undervalued or overvalued. We leave that to our users' discretion.
good value, big discount to Nav. will continue by adding more
Reply to @billybobba : can't help much here, I dunno anything about Guocoland.
But specifically for developers, I think the key points that I'll look out for are:
1) Multi year, long term data on execution. Do they have loss making projects periodically?
2) Any parameter that measures efficacy. Things like ROE, ROIC, GPM, NPM.
3) In the space that they are in, do they have competitive advantages?
4) Debt!
5) Long term FCF generation
6) As for assessment of value, the whole band of being "cheap" has to be shifted down. Meaning a 0.8-0.9 P/B ratio is considered average, not exactly cheap.
nice combined effort on this write-up!
May I ask based on IN's analysis, what is the fair value? Thanks!
Reply to @thosai : Sorry! As of now, our inhouse policy is not to provide a fair value or target price of the stock. IN analysts aim to help our beloved community and promote discussion. Towards that objective, we strive to share in-depth information about a company's finances and prospects, and shed light into both the positive aspects as well as the risk factors. We do not provide investment advice, nor do we take a position as to whether a stock is currently undervalued or overvalued. We leave that to our users' discretion.