Wednesday, January 27, 2021

CMS (867.HK)

Refer to my earlier post of 12 Jan 2021 on CMS (867.HK) http://superphang.blogspot.com/2021/01/cms867hk.html.

CMS (867.HK) weekly chart: A good surge with good volume, enroute to breaking past the resistance.


Closed on 27 Jan 2021 at $12.26 with intraday high at $12.88. Reiterating my target price: $$14.55. This should be a big angpao for this coming CNY. 

Superphang

Tuesday, January 26, 2021

Two potential multibaggers: $LVJI TECH(1745.HK) and $FRIENDTIMES(6820.HK)

$LVJI TECH(1745.HK)

Listed on HKEx on 17 Jan 2020, this gem is engaged in the business of providing online tour guide in China. 1H2020 cash flow was badly affected by the pandeminc and now it is on the recovery path. If the same ROE can be maintained going forward, this will be a 3-bagger. Rampant insider purchases from Nov 2020 till 22 Jan 2021.
I got in on 25 Jan 2021 at $0.85 per share. My target price is $2.58 within a year from now but I think it should be able to reach there faster than that. Let's see. 



The gem is a leading integrated and well-established mobile game developer, publisher and operator with particular success in female-oriented games. Listed on HKEx on 8 Oct 2019. Solid p/e, solid yield and still have positive operating cash flow given this pandemic period. Can be a 3-bagger with a longer-term TP at $6.80. I bought it on 20 Jan 2021 at $2.12 apiece. It closed at $2.64 on 26 Jan 2021. Solid! 

Tuesday, January 12, 2021

CMS(867.HK)

Insider rampant purchases with the highest price done on last May at $9.4474. CAGR for the dividend for the past 4 years is 15.65%. Corresponding CAGR for earnings is 21.29%, simply solid.

1H2020 operating cash flow was better than 1H2019 amid the pandemic and earnings was up 9.4% yoy.

I bought this stock at $8.18 in Nov 2019 and has been in the money. The upward momentum seems strong in the start of 2021. My target price is $14.55.


Superphang
http://superphang.blogspot.sg





Wednesday, January 6, 2021

Sinopec SEG (2386.HK)

 The confluence of many positive factors for this gem, Sinopec SEG (2386.HK):

With the closing price of $3.48 on 6 Jan 2021, this gem is holding $8.90 cash per share, low p/e at 6.1x, expected high dividend yield at about 13%, a privatization target, and the recent surge in oil price.

Had big volume, 105.9 m shares, transacted, which is about 20 times the normal daily volume, on 30 Nov 2020. This was due to the last day of trading before it was taken out of MSCI index. No more threat after that.

Daily chart of 2386

Technically, it is breaking out of the shrinking triangle. Bullish!

Target price is at $4.66, an upside of about 34% within a month. Let's see.