Bought some shares of this coy after reading OUBKH glowing initial coverage. I like the defensive nature of the business, net cash position, growth in rev and net profit. I'm not so keen on the relatively high PB and PE but I feel the coy has potential to growth its business.
I did well with 800 Super and somehow have the same confidence for Isoteam too.
Poh wrote: ISOTeam has done well as a business but the stock price has factored all that in. It has been trading in a tight range and can't seem to burst thru the 60-cent level decisively. What are its strong earnings growth drivers in the next 2 years?
It's almost a year ago since I posted the above. ISOTeam has grown its bottomline (but not EPS) and done credibly on the whole. The market will reward it with a big share price boost if it can do a big M&A, or show big business deals in Myanmar.
(btw, 60 cents referred to above is pre-split. It's 30 cents in today's terms while share price now is 41 cents.)
