*Official* MasterLeong Thread

[MasterLeong]

https://www.bloomberg.com/quote/ISO:SP

PE 14.5 times do not look expensive... have to further read up


2% yield however feels low... some small caps can get 5-10% yields as they are considered higher risk plays

 

[[M]aiev]

I am holding ISOteam as well.... Financial statement look good as well

 

[Genosis]

and 80% of the population who live in hdb.

Hahaha.....so true!!!

 

[starfish.starfish]

Ya....quite defensive, plus Nippon Paint and the 2 founders are major stakeholders

Btw, my neighbourhood just got re-painted and the concrete floor at the void deck was re-lay ......job well done by the Bangala workers!

Share something with u...

http://www.nextinsight.net/story-archive-mainmenu-60/938-2016/10868-isoteam-contract-wins-galore-buy-for-39-4-upside

This one u beo very long time ago right? Tilll now no buy ah?

 

[MasterLeong]

http://isoteam.listedcompany.com/financial_highlights.html

looks like a growth stock

 

[MasterLeong]

feb they had 1 for 1 bonus issue, so dividends actually up

 

[MasterLeong]

http://isoteam.listedcompany.com/financial_ratios.html

ROE looks very good at above 15% levels!

this may be a true hidden gem!!!!!!!!

 

[TheIntelligentInvestor]

Good call! Finally a good day for reits! Hopefully can maintain. Been buying in MLog, AReit, AAReit, CMT for the last 2 weeks, now hit 30% of portfolio.

 

[MasterLeong]

https://sg.finance.yahoo.com/echarts?s=5WF.SI#symbol=5WF.SI;range=2y

july had spiked up from 30 cents to 40 cents

anyone knows what happened?

 

[Genosis]

I am holding ISOteam as well....

Wa....I can see the plan liao

During GE year....we keep complaining about the old and run-down facilities in the housing estates and demand upgrading!!! Indirectly give business to ISOteam....

Remember the Bukit Batok by-election? hehehe

http://www.channelnewsasia.com/news/singapore/pap-s-murali-on-upgrading/2740470.html

 

[[M]aiev]

http://isoteam.listedcompany.com/financial_ratios.html

ROE looks very good at above 15% levels!

this may be a true hidden gem!!!!!!!!

maybe like vicom ?

 

[MasterLeong]

http://isoteam.listedcompany.com/misc/ar2016/ar2016.pdf

reading annual report now!

 

[[M]aiev]

Wa....I can see the plan liao

During GE year....we keep complaining about the old and run-down facilities in the housing estates and demand upgrading!!! Indirectly give business to ISOteam....

Remember the Bukit Batok by-election? hehehe

http://www.channelnewsasia.com/news/singapore/pap-s-murali-on-upgrading/2740470.html

I do not usually aim catalyst counter but have to give leeway for this..

 

[strangerjun]

Ya....quite defensive, plus Nippon Paint and the 2 founders are major stakeholders

Btw, my neighbourhood just got re-painted and the concrete floor at the void deck was re-lay ......job well done by the Bangala workers!

Share something with u...

http://www.nextinsight.net/story-archive-mainmenu-60/938-2016/10868-isoteam-contract-wins-galore-buy-for-39-4-upside

like that no scared will lose status as exclusive paint applicator for Nippon Paint.

but those projects, got how many competitors? In the end the most competitive bids are usually those who bid the lowest. Of course, track records count.

 

[MasterLeong]

https://www.sgxcafe.com/stock/summary/5WF/isoteam+ltd.

 

[Genosis]

This one u beo very long time ago right? Tilll now no buy ah?

Ya.....this one is beo the longest but in the end never hoot

Cannot resist the banks and REITs throughout 2016

 

[MasterLeong]

small cap growth stock, if a small bet should be fine ba

but not the kinda that I would want to put more than 3% of portfolio into

 

[MasterLeong]

Ya.....this one is beo the longest but in the end never hoot

Cannot resist the banks and REITs throughout 2016

ISOteam whats your target level to enter?

 

[MasterLeong]

I do not usually aim catalyst counter but have to give leeway for this..

u risk on liao hahahaha

 

[mazatsushi]

Came here from EDMW