- 潭仔02217.HK (link)
- 精熙國際私有化 (link)
- co-star group (link)
- Willis towers watson plc (link)
- Understand food delivery industry (link)
- CarTrack (link) (link)
- 100% owned by karooooo headquartered in SG (NASDAQ:KARO)
- 2022 estimated FCF/EV = 2.627%
- 2022 estimated PE = 34.2 (2022/2/2 close) / 1.055 = 32.4
- past growth rate = 12~28%
- 5 year average = 16.7%
- international sales < 30% => huge potential for growth opportunity
- LTV/CAC > 9
- cycle time = 60 month
- CAC = 1981 ZAR while 697 is expense and 1284 is capitalized
- competitor: MIXT
- estimated FCF/EV = 8.17%
- past growth rate = 10 ~ 20%
- another competitor: samsara
- no financial data to compare with
- risks
- Tier-1 suppliers involvement
- questions in mind
- sustain high ROIC?
- vertical integration is the right model?
- bad customer experience (link)?
- Borrow ideas from others (link)
- Robertet (link)
- 電動車與電力產業近況 (link)
- Crypto
看過去5-8年ROE是否穩定 配得出現金 (低盈再率+高配息) 產業地位不變 (產品不變+高市占/會變+多角化) 公司要夠大 (常利大於5億元，上市櫃滿2年) 老闆要有誠信 (董監持股至少10%) 僅供參考
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