AlanYeo
OP
:
You have to look into their assumptions and see if it makes sense to you. This is especially true for the DCF valuation matrix. One key thing to note is how much is been allocated to the TP based on terminal value.
AlanYeo
OP
:
The market will go through business and economic cycles consistently. For the record, in the past 40 years, we are seeing one crisis in every 2.5 years or so. But good companies will always ride out those cycles. As such, much value has been placed on micro analysis compared to macro analysis. The bottom up approach has always been favored by institutions as a result.
101489545我是谁 : All the analysts' stock picks are based on their opinion. Not useful to read their reports. In a bear market, 99% of stocks go down.
※知足常乐※ 101489545我是谁 : yes,u are right.
Kam Kam : Hi when is the share dividend payout date for Genting Sing ?
b34r 101489545我是谁 : You can ignore the opinion/conclusion, but the reports collate the relevant numbers in one place, which i find useful.
GM 1 b34r : The summary makes our lives easier
Siausin : Analysts reports are good for information and own research reference. But their buy/sell/hold call, best to ignore
AlanYeo OP : You have to look into their assumptions and see if it makes sense to you. This is especially true for the DCF valuation matrix. One key thing to note is how much is been allocated to the TP based on terminal value.
AlanYeo OP : The market will go through business and economic cycles consistently. For the record, in the past 40 years, we are seeing one crisis in every 2.5 years or so. But good companies will always ride out those cycles. As such, much value has been placed on micro analysis compared to macro analysis. The bottom up approach has always been favored by institutions as a result.
AMW 007 101489545我是谁 :