Posts: 2,512
	Threads: 24
	Joined: Sep 2010
	
Reputation: 
19
	 
 
	
	
		"seems like a lot of profitable companies are preparing for lean times. Manu will be KPKB at the AGM again lol." 
 
as shareholders, no matter how small, we are also owners of the companies.. keep the cash, seek value buys! that's the smart way!
cash is KING in bear! good opportunities comes by, grab it! and the company will grow stronger!
i will do the same too by investing in companies that does the same! 
	 
	
	
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
	
	
 
 
	
	
	
		
	Posts: 49
	Threads: 1
	Joined: May 2016
	
Reputation: 
2
	 
 
	
	
		TR says nothing about future profitability. Its only inventory that can be an indication of future income streams.
	
	
	
	
	
 
 
	
	
	
		
	Posts: 4,350
	Threads: 96
	Joined: Aug 2011
	
Reputation: 
85
	 
 
	
	
		 (14-02-2017, 04:49 PM)Quickbeam Wrote:  TR says nothing about future profitability. Its only inventory that can be an indication of future income streams.
The theory is that inventory is correlated to future sales. My personal experience is that lower inventory does lead to lower future sales (with high probability), but higher inventory does not always lead to higher future sales (with <50% correlation based on my engineering estimate)
	
 
	
	
I am not a certified financial advisor and so nothing of what I say should be construed as financial advice. Please consult a certified financial advisor for advice instead.
	
	
 
 
	
	
	
		
	Posts: 49
	Threads: 1
	Joined: May 2016
	
Reputation: 
2
	 
 
	
	
		Sure, it could be an indication. It may just be bad inventory management. Increasing accounts receivable just indicates you have not been getting paid for past orders that have already been booked in your P&L.
	
	
	
	
	
 
 
	
	
	
		
	Posts: 49
	Threads: 1
	Joined: May 2016
	
Reputation: 
2
	 
 
	
	
		The new guidance from United Technology
Transport refrigeration up high single digit.. looks like the trend is turning for Nam Lee.
	
	
	
	
	
 
 
	
	
	
		
	Posts: 357
	Threads: 2
	Joined: Apr 2017
	
Reputation: 
25
	 
 
	
	
		http://infopub.sgx.com/FileOpen/Nam%20Le...eID=535606
Great results. Balance sheet remains strong with net cash position. 2.5 cents dividend announced, translating to 6.5% yield.
	
 
	
	
Please do your own due diligence. Any reliance on my posts is at your own risk.
	
	
 
 
	
	
	
		
	Posts: 3,104
	Threads: 121
	Joined: Apr 2013
	
Reputation: 
45
	 
 
	
	
		Anyone still vested heavily in this stock? Thinking of picking up some this month. Seems like they are on track for anothet profita le year
	
	
	
	
	
 
 
	
	
	
		
	Posts: 515
	Threads: 1
	Joined: Dec 2010
	
Reputation: 
6
	 
 
	
	
		Have been holding on to this for quite a while le!