ISDN Holdings

Thread Rating:
  • 1 Vote(s) - 4 Average
  • 1
  • 2
  • 3
  • 4
  • 5
It will only be a matter of time, before China bounces back. And then its motion control business will enjoy the tailwinds, rather than the headwinds it is facing now.

Rather, IMHO the wild card is in its 3 hydro plants that has received commercialization approval. My past painful experiences tell me that investing in politically sensitive sectors like utilities (water, electricity, telecom) and infrastructure (toll roads, public transportation) entails a lot of risk. When things are going great, the monopolies themselves are cash machines. But when times get bad and it is time to choose, the decision makers will find it easier to appease the populace at the expense of foreigners.

If things do turn out great, this hydropower asset may eventually be divested and proceeds shared with OPMIs. But the consideration is whether Mgt has a track record of doing so? Besides asking for capital (share placements and HKEX listing) in the last decade, I do not remember Mgt doing any big asset disposals and sharing the proceeds via special dividends/capital reduction. Their 25% dividend payout ratio set since 2017 pales in comparison with what Founder CEO Teo is getting via his salary. But with Novus Tellus on board for last few years, maybe things will improve.
Reply


Messages In This Thread
ISDN Holdings - by sgpunter - 30-03-2015, 03:45 PM
RE: ISDN Holdings - by vesfreq - 14-05-2015, 04:13 PM
RE: ISDN Holdings - by SLC81 - 28-05-2015, 10:10 PM
RE: ISDN Holdings - by Rr_1 - 09-04-2017, 04:58 PM
RE: ISDN Holdings - by karlmarx - 14-06-2017, 03:36 PM
RE: ISDN Holdings - by Squirrel - 04-08-2017, 12:19 AM
RE: ISDN Holdings - by Squirrel - 15-08-2017, 09:29 AM
RE: ISDN Holdings - by Squirrel - 17-08-2017, 09:35 AM
RE: ISDN Holdings - by Rr_1 - 17-08-2017, 11:33 AM
RE: ISDN Holdings - by CY09 - 07-09-2017, 10:46 PM
RE: ISDN Holdings - by Squirrel - 26-01-2018, 02:10 PM
RE: ISDN Holdings - by Squirrel - 16-05-2018, 10:08 AM
RE: ISDN Holdings - by Elty - 14-08-2018, 11:37 AM
RE: ISDN Holdings - by Squirrel - 15-08-2018, 10:58 AM
RE: ISDN Holdings - by Squirrel - 28-02-2019, 01:48 PM
RE: ISDN Holdings - by Shiyi - 28-02-2019, 02:01 PM
RE: ISDN Holdings - by Elty - 22-03-2019, 09:41 PM
RE: ISDN Holdings - by cyclone - 06-06-2019, 12:26 PM
RE: ISDN Holdings - by dreamybear - 21-08-2019, 05:08 PM
RE: ISDN Holdings - by dreamybear - 02-09-2019, 08:13 PM
RE: ISDN Holdings - by Squirrel - 06-05-2020, 08:55 AM
RE: ISDN Holdings - by dreamybear - 06-05-2020, 07:03 PM
RE: ISDN Holdings - by Squirrel - 06-05-2020, 08:58 AM
RE: ISDN Holdings - by Elty - 11-05-2020, 10:31 PM
RE: ISDN Holdings - by Squirrel - 12-05-2020, 01:08 PM
RE: ISDN Holdings - by dreamybear - 12-05-2020, 04:34 PM
RE: ISDN Holdings - by leeeta - 24-05-2020, 05:07 PM
RE: ISDN Holdings - by Elty - 27-05-2020, 10:19 PM
RE: ISDN Holdings - by Squirrel - 28-05-2020, 09:30 AM
RE: ISDN Holdings - by leeeta - 28-05-2020, 06:21 PM
RE: ISDN Holdings - by Elty - 28-07-2020, 10:16 PM
RE: ISDN Holdings - by Squirrel - 29-07-2020, 08:29 AM
RE: ISDN Holdings - by dreamybear - 10-08-2020, 08:12 PM
RE: ISDN Holdings - by Squirrel - 12-08-2020, 07:35 PM
RE: ISDN Holdings - by Squirrel - 06-08-2020, 08:32 AM
RE: ISDN Holdings - by Squirrel - 07-08-2020, 08:11 AM
RE: ISDN Holdings - by leeeta - 07-08-2020, 10:56 PM
RE: ISDN Holdings - by Squirrel - 08-08-2020, 07:17 AM
RE: ISDN Holdings - by leeeta - 08-08-2020, 12:19 PM
RE: ISDN Holdings - by Squirrel - 08-08-2020, 12:31 PM
RE: ISDN Holdings - by Squirrel - 10-08-2020, 09:51 AM
RE: ISDN Holdings - by Elty - 07-08-2020, 11:03 PM
RE: ISDN Holdings - by Squirrel - 11-08-2020, 01:14 PM
RE: ISDN Holdings - by Squirrel - 18-08-2020, 10:48 AM
RE: ISDN Holdings - by leeeta - 02-08-2021, 06:23 PM
RE: ISDN Holdings - by Squirrel - 20-08-2020, 12:48 PM
RE: ISDN Holdings - by Squirrel - 21-08-2020, 08:13 AM
RE: ISDN Holdings - by Squirrel - 24-08-2020, 06:13 PM
RE: ISDN Holdings - by leeeta - 27-08-2020, 08:37 PM
RE: ISDN Holdings - by Elty - 31-08-2020, 07:58 PM
RE: ISDN Holdings - by Squirrel - 16-09-2020, 09:36 AM
RE: ISDN Holdings - by dreamybear - 20-09-2020, 11:22 PM
RE: ISDN Holdings - by Squirrel - 17-09-2020, 08:37 AM
RE: ISDN Holdings - by Elty - 17-09-2020, 10:58 PM
RE: ISDN Holdings - by leeeta - 18-09-2020, 07:20 PM
RE: ISDN Holdings - by Squirrel - 19-09-2020, 07:49 AM
RE: ISDN Holdings - by ¯|_(ツ)_/¯ - 19-09-2020, 09:20 AM
RE: ISDN Holdings - by Squirrel - 22-09-2020, 12:20 PM
RE: ISDN Holdings - by dreamybear - 24-09-2020, 09:17 PM
RE: ISDN Holdings - by Squirrel - 15-10-2020, 05:54 PM
RE: ISDN Holdings - by Squirrel - 19-10-2020, 01:27 PM
RE: ISDN Holdings - by psolhawk - 19-10-2020, 06:03 PM
RE: ISDN Holdings - by Squirrel - 19-10-2020, 07:32 PM
RE: ISDN Holdings - by Squirrel - 05-11-2020, 01:04 AM
RE: ISDN Holdings - by mslee888 - 06-11-2020, 10:26 AM
RE: ISDN Holdings - by Squirrel - 07-11-2020, 09:59 PM
RE: ISDN Holdings - by mslee888 - 19-11-2020, 10:13 AM
RE: ISDN Holdings - by Squirrel - 19-11-2020, 12:04 PM
RE: ISDN Holdings - by dreamybear - 09-12-2020, 03:29 PM
RE: ISDN Holdings - by Squirrel - 07-01-2021, 04:47 PM
RE: ISDN Holdings - by mslee888 - 20-11-2020, 12:52 PM
RE: ISDN Holdings - by Squirrel - 20-11-2020, 01:42 PM
RE: ISDN Holdings - by Squirrel - 27-11-2020, 07:22 AM
RE: ISDN Holdings - by Squirrel - 09-12-2020, 06:04 AM
RE: ISDN Holdings - by leeeta - 24-12-2020, 05:19 AM
RE: ISDN Holdings - by leeeta - 06-01-2021, 09:44 PM
RE: ISDN Holdings - by Elty - 19-02-2021, 06:45 PM
RE: ISDN Holdings - by dreamybear - 23-02-2021, 11:53 PM
RE: ISDN Holdings - by Squirrel - 21-03-2021, 07:57 PM
RE: ISDN Holdings - by Sumeria - 22-03-2021, 08:47 PM
RE: ISDN Holdings - by Squirrel - 23-03-2021, 08:35 AM
RE: ISDN Holdings - by Squirrel - 16-07-2021, 05:33 PM
RE: ISDN Holdings - by dreamybear - 28-07-2021, 08:22 PM
RE: ISDN Holdings - by leeeta - 02-08-2021, 06:20 PM
RE: ISDN Holdings - by Squirrel - 28-07-2021, 06:43 PM
RE: ISDN Holdings - by dreamybear - 23-08-2021, 12:02 AM
RE: ISDN Holdings - by Squirrel - 12-11-2021, 05:19 PM
RE: ISDN Holdings - by dreamybear - 20-11-2021, 10:45 PM
RE: ISDN Holdings - by dreamybear - 26-02-2022, 04:20 PM
RE: ISDN Holdings - by Squirrel - 01-04-2022, 01:20 AM
RE: ISDN Holdings - by dreamybear - 13-06-2022, 02:32 PM
RE: ISDN Holdings - by leeeta - 16-06-2022, 12:09 PM
RE: ISDN Holdings - by Squirrel - 03-01-2023, 09:18 AM
RE: ISDN Holdings - by dreamybear - 05-01-2023, 09:44 PM
RE: ISDN Holdings - by dreamybear - 12-01-2023, 10:32 AM
RE: ISDN Holdings - by cedricyang - 25-02-2023, 09:19 AM
RE: ISDN Holdings - by dreamybear - 16-06-2023, 11:31 PM
RE: ISDN Holdings - by weijian - 04-03-2024, 05:20 PM
RE: ISDN Holdings - by BRT - 04-03-2024, 10:10 PM
RE: ISDN Holdings - by weijian - 14-05-2024, 09:10 PM
RE: ISDN Holdings - by weijian - 23-03-2023, 11:47 AM
RE: ISDN Holdings - by weijian - 31-03-2023, 10:52 AM
RE: ISDN Holdings - by dreamybear - 28-06-2023, 04:32 PM
RE: ISDN Holdings - by weijian - 30-06-2023, 05:50 PM
RE: ISDN Holdings - by dreamybear - 30-06-2023, 09:32 PM
RE: ISDN Holdings - by dreamybear - 30-09-2023, 07:14 PM
RE: ISDN Holdings - by dreamybear - 04-11-2024, 07:45 PM

Forum Jump:


Users browsing this thread: 4 Guest(s)