Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 8 messages. To gain access to more recent message posts signup free for membership.

19	member 11/30/17 2:50PM update?
jt- there have been a couple quarters of results since your last message. Looks like good growth and the shares have moved up accordingly. any current thoughts you'd care to share? where do you think view available tags
18	member 5/10/17 7:37AM Re: Re: profit from new sales 17
Forgot to mention: GFC just announced a special cash distribution of 196.7m to reduce excess equity. So total cash payouts this year (ex date June 2017) including ordinary dividends will reach 3.20/share or >8% of view available tags
17	member 5/10/17 6:57AM Re: profit from new sales 15
For what it's worth, GFC just announced 1Q2017 results in the IR release below: net income was 402m and EPS was 2.04/share in Jan-Mar 2017, versus 3.17 all of last year Jan-Dec 2016. More modernizations and... login to read the rest view available tags
16	member 5/05/17 8:06AM Re: profit from new sales 15
on page 73 of the 2016 audit the consolidated EBIT of 2016 broke down across the segments as follows: new sales: 324m maintenance: 678m shanghai: -20m unallocated costs/adjustments: -249m total consolidated EBIT: 733m EBIT before unallocated costs and shanghai losses: 1,002m... login to read the rest view available tags
15	member 5/05/17 4:30AM profit from new sales
jt1882, I understand your focus on profit from maintenance and the positive impact from modernizations and commercial elevators. However, I'm trying to understand the drivers behind the segment loss in 2012 for new sales and also... login to read the rest view available tags
14	member 5/04/17 9:04PM Re: Fujitec? 13
Yes. My main gripe with them is lack of disclosure relative to the Taiwan guys: even though the founding family owns only a low teens % stake they won't tell their shareholders a) exactly how much... login to read the rest view available tags
13	member 5/02/17 4:18PM Fujitec?
Did you look at and consider Fujitec? Multiple-wise, Fujitec looks cheaper, and for that reason I am curious why you would rather invest in Golden Friends. view available tags
11	member 4/30/17 10:22PM Re: Re: Re: Re: Questions 9
Sorry I'm not a defined benefit plan expert and there is not much disclosure in the audits, but I would venture to say that if GFC can toss in an extra $500m any time they like... login to read the rest view available tags
10	member 4/30/17 10:13PM Re: Re: Re: Questions 8
Thanks for taking the time to reply in detail, and I apologize if I had some typos in the original write-up (I need to double-check your GP question). Still, I respectfully with some of your... login to read the rest view available tags
7	member 4/03/17 12:26AM Re: Questions 6
1) How do you get comfort around corporate governance and protection of minority shareholders given it's effectively a family-controlled business? I don’t like blanket statements, but on this topic I generally prefer family-controlled businesses where they... login to read the rest 2 view available tags
4	member 3/23/17 10:14AM business mix
JT, thanks for an interesting idea. How has the mix "own brand" versus Toshiba evolved historically and how do you expect it to evolve over the medium term? How does that impact profitability? view available tags

load more messages

			2018	2019
Price:	39.00	EPS	0	0
Shares Out. (in M):	3,766	P/E	0	0
Market Cap (in $M):	1,469	P/FCF	0	0
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT	0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.