ISDN Holdings *Official* (SGX:I07)

Kinetic88

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WHY ? WHY ? WHY ?

HKEx trading at HK$1.25 (+0.08, 6%) but SGX price hardly moved ? :s11:
 

tuxguy

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don't know why price for this stock which looks good hardly moves through the years, except for one big breakout in 2013
 

Kinetic88

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see what the "insider" did : buy up all the way, don't even want to wait for seller throw down. :s8:

CIcqgs5.png
 

Kinetic88

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congra to those who bought/hold the stock.

it ish up 4.4% to 0.235 (+0.010) as at time of posting. :s12:
 

Kinetic88

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see what the "insider" did : buy up all the way, don't even want to wait for seller throw down. :s8:

CIcqgs5.png

HKSE price for this stock ish up 5.5% as at time of post.

Did the buyer know it yesterday ? :s11:

"insider" buying ?
 

MrSinkie95

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Px/Tgt 22/35

Initiate Coverage with CONVICTION BUY for +60% upside.


ISDN is a leading engineering solutions provider and serves booming industries such as semicon, medical and transportation. The stock is cheap and undervalued compared to it' s precision engineering peers.

The stock is unloved and forgotten by the market despite its strong and improving fundamentals. Net cash account for close to 30% of its market cap and the stock is trading at current 6x vs peers 11x. Near term catalyst include solid 2Q17 results. Other catalysts include accretive M& A as it looks to benefit from China' s OBOR. In addition, 2018/19 earnings will be driven by initial contribution from its hydropower plants in Indonesia.

The group is a potential beneficiary of China' s one belt one road policy given ISDN' s presence and partnerships with local China railway companies.

We initiate ISDN SP at Buy with a conservative target of 35 cents, which suggests an upside of 56%. Report link attached.

Cash as a % of market cap is 29% and FY17 div yield is a decent 3%. FY17 PE of 7.7x / 0.5x PB is undemanding and possible catalysts include share buybacks/higher div payout, solid 2Q17 results and positive newsflow on China one belt one road ventures.

ISDN is a leading engineering solutions provider and serves booming industries such as semicon, medical and transportation.

The group is a potential beneficiary of China' s one belt one road policy given ISDN' s presence and partnerships with local China railway companies.

Click on the link for details.

https://research.uobkayhian.com/content_download.jsp?id=40353& h=cab36570c534dcc2d3649d43dbe3e903
 

Kinetic88

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sold all moi holding yesterday at 0.235.

lost broker comms and times. :(
 
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