寰邦科技股票讨论区

$寰邦科技(AYN.SG)$ 半导体和相关板块越来越看涨，即使是这个小玩家也想加入这个行列。

$寰邦科技(AYN.SG)$
you're no.1 👏

$UMS控股(558.SG)$让我们展现你的力量 $寰邦科技(AYN.SG)$ 缓慢而稳定！

$寰邦科技(AYN.SG)$ 不要因为0.20的股息而追逐上涨趋势。上涨的东西最终会下降。

$寰邦科技(AYN.SG)$ 说真的！股价高于 $UMS控股(558.SG)$ 
猜猜我错过了什么

1。随着世界变得更加数字化，半导体行业蓬勃发展。随着需求的上升和供应的紧缩（由于Covid），人们担心价格可能会飙升和产品延期。
2。在半导体方面，投资者通常会想到台积电、英伟达和AMD等大型企业。但是这个行业的规模不止于此，除了芯片设计师和代工厂，还有材料供应商、设备制造商等...

$寰邦科技(AYN.SG)$ 有什么消息？！

$寰邦科技(AYN.SG)$
It is a company one has to ignore its earning due to high depreciation. Look at cashflow instead.
After two rounds of capital reductions, cash on hand now at US$5.7mil. For past two FY, company rake in FCF of about US$2mil. At current share price of S$0.35-0.45, one just need to wait for 3-5years to recoup the capital. What more, the company current testing lab sitting on a piece of freehold land booked at cost S$7.9mil in balance sheet bought donkeys years back. A rough check on land transaction can easily worth double. 
Potential catalyst? Waiting for management to call for another round of capital reduction would send the share price fly(last two capital reductions were 10c and 20c)
Risk? Revenue has dropping 30% compare to 5years ago, thought last two FY stabize at US$22mil. Things to watch out for.
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