What are your views on stock Yoma ?
Dear All,
Recently this stock gained alot of interests and their diverse businesses in Myanmar triggered me to be long term bullish. This company might be the gateway to more growth in Myanmar.
I do not have any financial knowledge, reading annual reports, calculating book value or NAV. So need your comments if good to invest.
http://www.reuters.com/finance/stocks/YOMA.SI/key-developments
My View
Pros:
- The political scene in Myanmar is less tense and the new president and government (less inclination towards the military) is more willing to work with businessmen/investors.
An interesting development has been the acceptance of Myanmar’s candidature for the Chair of ASEAN in 2014 by all member countries.
A leadership role in a regional grouping which includes the two regional giants, India and China, can be a big plus for Myanmar’s foreign policy as well.
In recent months, there has been an upward swing in Myanmar’s overall economic situation with its currency, the Kyat, becoming 25% stronger due to capital inflows since the beginning of 2010.
http://www.nextinsight.net/index.ph...ion=com_content&view=article&id=4768&Itemid=1
- This was further substantiated when my burmese colleague returned back home and noticed the changes and differences in the current government compared to the military regime for decades (jokingly i told him maybe next time i need to go Myanmar to work).
- Last stock price (0.285) is very close to IPO (0.30), damn missed the rally (0.132)
- Diverse businesses in Real estate in China and Myanmar, Agriculture, Design and Project Management and Automobile dealership.
http://www.yomastrategic.com/pdf/Yoma_AGM_Presentation_Slides.pdf
- Part of the bigger umbrella group Serge Pun Associates , SPA (Myanmar) LTD. Businesses in Banking, Finances, Service, Agriculture, Real Estate, Manufacturing and Automobile dealership.
BUSINESSES
- Newly appointed angmoh CEO which has 20 years of finance experience working in Asia and having worked in many financial institutions including Goldman Sachs and Schroders.
YOMA STRATEGIC HLDGS LTD (YOMA:Singapore): Stock Quote & Company Profile - BusinessWeek
- Only gateway to investing in resource rich Myanmar being a close partner with China.
Cons:
- Current government takes time to prove worthy to Asean.
- Key personnel are unknown, untested, and not much regional or international exposure.
Yoma Strategic Holdings
- S-Chips/ Penny stock easy to manipulate
- SGX asked them to explain for the abnormalities in their trading the past few days. They mentioned unaware the reason for abnormalities.
Brief: SGX has issued a query regarding trading activities on Yoma (SGX Symbol: Z59). - ShareInvestor.com
- Chairman relationship with Military regime, will any improper dealing caused them to be suspended on SGX?
- May not give dividends for long time due to low price.
- Myanmar infrastructure is still very poor and population not affluent.
Dear All,
Recently this stock gained alot of interests and their diverse businesses in Myanmar triggered me to be long term bullish. This company might be the gateway to more growth in Myanmar.
I do not have any financial knowledge, reading annual reports, calculating book value or NAV. So need your comments if good to invest.
http://www.reuters.com/finance/stocks/YOMA.SI/key-developments
My View
Pros:
- The political scene in Myanmar is less tense and the new president and government (less inclination towards the military) is more willing to work with businessmen/investors.
An interesting development has been the acceptance of Myanmar’s candidature for the Chair of ASEAN in 2014 by all member countries.
A leadership role in a regional grouping which includes the two regional giants, India and China, can be a big plus for Myanmar’s foreign policy as well.
In recent months, there has been an upward swing in Myanmar’s overall economic situation with its currency, the Kyat, becoming 25% stronger due to capital inflows since the beginning of 2010.
http://www.nextinsight.net/index.ph...ion=com_content&view=article&id=4768&Itemid=1
- This was further substantiated when my burmese colleague returned back home and noticed the changes and differences in the current government compared to the military regime for decades (jokingly i told him maybe next time i need to go Myanmar to work).
- Last stock price (0.285) is very close to IPO (0.30), damn missed the rally (0.132)
- Diverse businesses in Real estate in China and Myanmar, Agriculture, Design and Project Management and Automobile dealership.
http://www.yomastrategic.com/pdf/Yoma_AGM_Presentation_Slides.pdf
- Part of the bigger umbrella group Serge Pun Associates , SPA (Myanmar) LTD. Businesses in Banking, Finances, Service, Agriculture, Real Estate, Manufacturing and Automobile dealership.
BUSINESSES
- Newly appointed angmoh CEO which has 20 years of finance experience working in Asia and having worked in many financial institutions including Goldman Sachs and Schroders.
YOMA STRATEGIC HLDGS LTD (YOMA:Singapore): Stock Quote & Company Profile - BusinessWeek
- Only gateway to investing in resource rich Myanmar being a close partner with China.
Cons:
- Current government takes time to prove worthy to Asean.
- Key personnel are unknown, untested, and not much regional or international exposure.
Yoma Strategic Holdings
- S-Chips/ Penny stock easy to manipulate
- SGX asked them to explain for the abnormalities in their trading the past few days. They mentioned unaware the reason for abnormalities.
Brief: SGX has issued a query regarding trading activities on Yoma (SGX Symbol: Z59). - ShareInvestor.com
- Chairman relationship with Military regime, will any improper dealing caused them to be suspended on SGX?
- May not give dividends for long time due to low price.
- Myanmar infrastructure is still very poor and population not affluent.
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