Results Update for AJIYA and HOMERIZ

  AJIYA (3QFY17) Speculation gone wrong? Of course Speculation could go wrong! Even the most conservative investment could go wrong! What did you expect?! Referring to our first post on AJIYA: Redefining Speculation,  we stated an opportunity to speculate on AJIYA. Two financial quarters have passed, AJIYA share price dropped Continue Reading

HOMERIZ – The Usual Suspects (F)

Introduction In previous post, we conducted a Business Analysis on HOMERIZ, introducingThe Usual Suspects to consider when analyzing exporting manufacturers with little or no economic moat like HOMERIZ. In this Financial Analysis, we will first present the superb financial track records of HOMERIZ, followed by how it was impacted by The Usual Suspects, and finally conduct a Continue Reading

HOMERIZ – The Usual Suspects (B)

  Introduction While writing this post, we visited some online investor communities and found that HOMERIZ has been widely covered by many independent analysts, as it aligns with US beneficiary theme. However, we feel reluctant to give too much credit for good business performance that is backed by external factors like foreign Continue Reading