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HRnetGroup
05-12-2018, 09:41 PM.
Post: #11
RE: HRnetGroup
Hmmm, wonder why this thread is so quiet. Nevertheless, many thanks to karlmarx for kicking it off with analysis(pls feel free to share more of your analysis   Tongue I benefited alot e.g. I decided not to pursue Hyphens Pharma after wasn't allocated any at IPO - thanks so much   Shy ) .

Hrnet Grp has good cash generating abilities with stable business operations. Personally, I wld view this co as a dividend yield play as I can't think of how the co wld be able to massively scale up its revenue other than embarking on M&A which wld eat up its cash reserve. I think I wld be keen if share price at $0.70 or below.  *a bit cheapskate*   Tongue

For buddies who are interested in learning abt the industry, I found the following listed co investor/AR site for reference :
1. https://www.roberthalf.com/investor-center
2. https://www.adeccogroup.com/investors/
3. http://ir.kellyservices.com/annual-reports
4. https://www.ir.randstad.com/results-and-...al-reports
5. https://www.haysplc.com/investors
6. https://investor.manpowergroup.com/investor-overview
7. https://recruit-holdings.com/who/reports/
..... I am sure there are more, but no time.

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13-12-2018, 12:46 PM.
Post: #12
RE: HRnetGroup
There is not much to say because it has a short listing history, which means less data available on its behaviour and performance over different periods and their accompanying environment.

The company has been growing through M&A, and is likely to continue to do so. The results of such actions are unknown, and there are few past cases with which to judge its acquisition acumen.

The market price suggests that it is expecting the company to grow.

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01-03-2019, 09:56 PM.
Post: #13
RE: HRnetGroup
FYI - HRnetGrp Investor Presentation dd 01 Mar 2019

https://links.sgx.com/1.0.0/corporate-an...2919621002

Pg5 of second deck(Growth Story) shows the valuation(in terms of PE, ROE, PB, etc) of HRnetGrp vs peers.  

Still waiting... waiting... and waiting for price to drop correct further.    Undecided
"LIVE simply, DREAM big, LAUGHT lots.... GIVE thanks with a Grateful Heart."

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01-03-2019, 10:16 PM. (This post was last modified: 01-03-2019, 10:17 PM by karlmarx.)
Post: #14
RE: HRnetGroup
From their presentation, they seem too eager to promote their stock. And of course, they have been very active in buying back their shares.

Perhaps they are planning to make acquisition with their shares instead of cash.

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