Latest Forum Topics / Biosensors | Post Reply |
Is Biosensors a good buy?
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humbleman
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08-Feb-2013 09:08
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should have shorted it drop 4 cents in the first 15 minutes   |
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humbleman
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08-Feb-2013 09:07
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china approval no date. but M and A deals waiting to be finalized   Actually analyst repeatedly say that the profits expected to fall 89% because of adjustment due to JWS aqusition. this is cork free fall  |
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raykee
Senior |
08-Feb-2013 09:04
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Basically ppl see the qoq they will wanna to leave liao... Need read deeper and know the history to know the actual value.... Bio did not emphasis on why the drop which i a bad point..... As much as i wish to leave, i shall hold till recent high point first..... Something might still b brewing.... China approval due when? | ||||
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daylight28
Member |
08-Feb-2013 09:02
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free fall again | ||||
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lewfys
Member |
08-Feb-2013 08:59
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Well..it dosent matter good or bad news as the stock is always in the mercy of i-seller.... | ||||
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humbleman
Member |
08-Feb-2013 08:58
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  open at 1.34-1.35 i think   shortist selling the stock   |
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humbleman
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08-Feb-2013 08:52
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  they manage to turn competition with noburi to a win win situation. sounds good.   |
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Splendid88
Member |
08-Feb-2013 07:55
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Has usd570m in cash today. Mgt said they are closing some acquisition with approved proven products.
Collaboration with terumo to sell nobori in japan will earn bio additional product income as well as royalties. Bio business strategy growing from strength to strength. |
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wonglau7479
Member |
07-Feb-2013 23:29
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As long as you are prepared for holding, dont have to worry about tomorrow's outcome. FYI, i am vested in 1.08, 1.20 and 1.375.... Dont really bother by tomorrow's outcome. But if i were to make a guess, i would say not much movement but of course depends very much depends on analyst " story" as well as the i-seller move. As i am a business owner, i just imagine myself in their shoe.  Will i be  satisfied  with the performance as compared to last year  and will i be looking forward in the coming year? Definitely, look at the healthy P& L and new product line ups and no cash flow issue. My god, i will be extremely excited  how far the company can go? We are talking about " high barrier to Entry" , " Global Market" , " No Cash flow Issue" , " Healthy P& L" ....  I have the  same mentality when i invested Hyflux many many years back and i got the same feeling for BIG.  Is  good to be a shareholder of them and let them earn $$$ for you. Stay vested.    |
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xkclzf
Member |
07-Feb-2013 23:27
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In my opinion, the result is quite good, I will still hold this counter. | ||||
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starlene
Elite |
07-Feb-2013 23:25
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Share may be supported by.. M& A which is in the last stage of discussion.... I sold off some $1.40-1.42 recently..switch to other laggards..too slow but I doubt it will go below $1.25..maybe surprise drop a bit $1.35-1.36 because of short sellers and recover to same or higher level... http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_39CF5EBAEDE203F148257B0B00348BA3/$file/BIG_Q3FY2013_Press_Release.pdf?openelement |
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humbleman
Member |
07-Feb-2013 22:52
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    I am vested at 1.37 I do believe in the potential of this company and also notice this accounting adjustment. But not all investors know how to read financial statement.  Shall see the opening price tomorrow.  This  imminent  aqusition is a  rumor  or the company has made suggestive statements?   |
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Flashstep
Member |
07-Feb-2013 22:17
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For Q3 FY13, Biosensors reported total product revenue of US$67.6 million, an 8% increase over US$62.7 million in the third quarter of fiscal year 2012. Correspondingly, IVP sales rose to US$64.0 million, up 9% from US$58.7 million in Q3 FY12, driven by increased DES sales. Sales revenue of critical care products was US$3.6 million, compared to US$4.0 million in the same period last year. For the quarter, the Group’s operating profit was US$27.2 million, comparable to the same period last year. | ||||
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Splendid88
Member |
07-Feb-2013 22:11
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Read their press release highlights.new business developments which translates into 6 new products to sell in 2013 forward. This means new revenue streams. Thus Credit suisse has raised their price target to $1.96.
On a side note the gap in profit you see in the financials is due to the consolidation for acquisition of jwms. A one time accounting adjustment. |
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infancybird
Senior |
07-Feb-2013 21:59
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Its a mixed feeling. Last year this time when the 3rd Q was released, all expected next day stk to  shoot up but it went down instead and continued down for next 10 months. From $1.70 to $1.00 over 10 solid mths. Today we got our 3rd Q result and   honestly it is a good result with good organic growth compared to last 3rd Q( though negative for licencing fee from Terumo). Another growth news is there is also an imminent acquisition soon to be announced, may be after CNY or together with full yr result in April. At today`s value of $1.37 the stk is also much less demanding (compare to $ 1.70 last yr)  while   the growth projection is still intact at btw 15 to 20%.  I think tmr stk price should be neither up nor down but hold steady but it all finally depends on this i seller `s mood .  If he maintain his block and do not push and press then we are safe, knowing that the coy wants him to keep the price at a internally fixed  price . My guess this price is fixed at btw $1.22 to $1.37.      I am in for longer term and hence less anxious and nervous than the shorter players. Wishing   all of you and myself good luck  and a happy & prosperous   CNY.
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FearValueGreed
Master |
07-Feb-2013 21:45
Yells: "Long Term Timing X Capital = Well Deserved Payout" |
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this one went down to 20 cents during crisis before recover to dollars. this is what I like about recovery stock from loss to profitwhere huge gains are made as valuation are reverse.
however since no much further big growth. dun think upside is much. the swing factor now is all lost. also they Need fund to keep r&d. to hv new products so the only reason to hold them is someone going to buy them over. otherwise Look for another babe. |
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humbleman
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07-Feb-2013 21:34
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  will be target for short seller wanting to make quick buck   |
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humbleman
Member |
07-Feb-2013 21:23
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yah, have to tahan the pain when the share price fall jialat jialat tomorrow  | ||||
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wonglau7479
Member |
07-Feb-2013 20:30
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This is how i see it: For short term investor or contra player, this report is no good cos no dividend and no significant increase in profit. For long or mid  term investor, this report is good cos company perform better than expected as factoring in the slump in license revenue. The cash is use  for M& A to acquire more products and technology which is  the logical  move for growing the company and aiming to be the market leader. And most importantly, if short term investor sell, long term investor can purchase more at lower price :P. If you did join the webcast just now, you would have been feeling positive about the company for the coming years. Just my opinion yah.     |
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New123
Elite |
07-Feb-2013 20:25
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can consider to switch to cosco will definitely hv dividend . Next yr mid 2014 shipping maY see some upside potential in terms of freight rates .
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