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

IQGROUP – The IQ to move up the Value Chain (F)

Previous post, we posted a business analysis of IQGROUP. In this post, we explore the financial figures of IQGROUP. Before that, we would like to remind our readers that in our every case study, we start with a Business Analysis post and followed by a Financial Analysis post. Business Analysis is always fun Continue Reading

IQGROUP – The IQ to move up the Value Chain (B)

Introduction In the 1980s, Malaysia, Taiwan and Korea started industrialisation phase at about the same time. Started as low-end original equipment manufacturers (OEM), Taiwan succeeded to move up the value chain, became the world’s best original design manufacturers (ODM) for western brands, and advanced to original brand manufacturer (OBM) in Continue Reading