Fantastic ! Thank you:-) I just came across both of these while embarking on a personal A-Z of the SGX.
I'm particularly curious what you think about Anchun's LT prospects: is this likely to remain cyclical around the median, or do you see longer-term structural growth trends that could lead the MC to grow much higher over time, even as it fluctuates in the shorter term?
I'm curious about this as a way to play Charles Gave's suggested pivot to "Ricardian" growth (= an age of engineers, not disruptive inventors)
Singapore is an awesome choice for an A-Z. Not a lot of people are looking there
I think Anchun re-rates higher after 2026 growth and then we either keep it because of great backlog growth as well, or more likely we find something better in case growth is not persistent
I assume it doesn't trend much long term as you suggested, yes
like your $16 Temu “Soft cabbage novelty blanket : true! One question: about the first business are there any risk realted to cancellation of backlog orders?There was some past events as you know refferred to cancellation?Thanks, very interesting cases.
Hi Albert, thanks for the question. Just to clarify, do you mean for Anchun (which is backlog driven) ? Yes, I think so.
There have not been any cancellations I could find, and I have looked at all the reports of the past 5 years. What actually happened is that the customers placed additional small orders for catalysts, chemical products used to run the technologies which Anchun designs and delivers.
Fantastic ! Thank you:-) I just came across both of these while embarking on a personal A-Z of the SGX.
I'm particularly curious what you think about Anchun's LT prospects: is this likely to remain cyclical around the median, or do you see longer-term structural growth trends that could lead the MC to grow much higher over time, even as it fluctuates in the shorter term?
I'm curious about this as a way to play Charles Gave's suggested pivot to "Ricardian" growth (= an age of engineers, not disruptive inventors)
Thank you, Peter!!
Singapore is an awesome choice for an A-Z. Not a lot of people are looking there
I think Anchun re-rates higher after 2026 growth and then we either keep it because of great backlog growth as well, or more likely we find something better in case growth is not persistent
I assume it doesn't trend much long term as you suggested, yes
like your $16 Temu “Soft cabbage novelty blanket : true! One question: about the first business are there any risk realted to cancellation of backlog orders?There was some past events as you know refferred to cancellation?Thanks, very interesting cases.
Hi Albert, thanks for the question. Just to clarify, do you mean for Anchun (which is backlog driven) ? Yes, I think so.
There have not been any cancellations I could find, and I have looked at all the reports of the past 5 years. What actually happened is that the customers placed additional small orders for catalysts, chemical products used to run the technologies which Anchun designs and delivers.
Hope you have a nice day!
Thank you,very good.