Ossia International Limited

[dreamybear]

Hi weijian,

I have came across IFA which uses relative stock market PE valuation to adjust those statistics to compute estimated range of value for the stock. Since our STI would normally trade at a lower PE ratio than US, Taiwan or even Malaysia stock indexes, this adjustment meant that the adjusted numbers are as bad (if not worse) than the first quartile numbers that ACA had used for Ossia.

So different IFAs have their own in-house methodology in computing those numbers. But the main issue is that - Is our companies too small and our stock market too weak to justify taking those adjustments, when comparing with companies in similar sector trading in different markets? Food for thought.

https://www.valuebuddies.com/thread-6288...#pid169194
"Then there is the Structure layer that separates business cashflow to OPMI cashflow. They are not the same. And it is decided by the major shareholders/ board rather than OPMI while the underlying business hums along. This is the part that I find Buffett didn't address enough. His famous story of taking over Berkshire because of $0.125 made him the controlling shareholder, or the capacity to do so like vulture funds nowadays. There is a difference"

With utmost respect to specuvestor who gave us the ABS theory, for me personally, I had adapted it to ABSE where E refers to external factors such as different geographical stock markets/regulatory landscape/liquidity, etc , geopolitical tensions, etc.      

Using the topic below as an example - comparing MY FH vs SG leasehold : is it considered "market mispricing" or simply market pricing ?
https://dividendpassiveincome.blogspot.c...about.html