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Hi,
Anyone vested in this counter? Gross margins seems very low of about 8 to 9%. With the weak global economy, how will Serial Systems continue to growth at record rates? The recent share price run up was exceptional.
The key risk seems to lie in whether SS sales volume growth in this year. Should the global demand weaken, their net margins will easily diminish. The company is heavily exposed to china market, which is worrying. China not likely to go through exponential growth rates in the past.
Another worry is the presence of other competitors from Taiwan and mainland China. Believe there may be formiable foes from Taiwan and China too. Haven't read more on this area yet.
Any views from fellow VB?
Moi not vested.
Anyone vested in this counter? Gross margins seems very low of about 8 to 9%. With the weak global economy, how will Serial Systems continue to growth at record rates? The recent share price run up was exceptional.
The key risk seems to lie in whether SS sales volume growth in this year. Should the global demand weaken, their net margins will easily diminish. The company is heavily exposed to china market, which is worrying. China not likely to go through exponential growth rates in the past.
Another worry is the presence of other competitors from Taiwan and mainland China. Believe there may be formiable foes from Taiwan and China too. Haven't read more on this area yet.
Any views from fellow VB?
Moi not vested.
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips.
The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips.
The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.