tag:blogger.com,1999:blog-28021668.post333213130317244767..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: SIA Engineering – Analysis of Purchase Part 2Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-28021668.post-21693224657449666262010-09-22T22:22:36.560+08:002010-09-22T22:22:36.560+08:00Hi Donmihaihai,
Thanks for the "kick". ...Hi Donmihaihai,<br /><br />Thanks for the "kick". Point noted and taken into consideration. If you can, please wait for Part 3 on JVs and Associates; then perhaps you can start putting them "side by side" to compare.<br /><br />And just a gentle correction - it's "threat", not "thread".<br /><br />Regards,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-69874034406075621862010-09-22T21:56:49.877+08:002010-09-22T21:56:49.877+08:00Here is my kick.
Since it is already provided he...Here is my kick. <br /><br />Since it is already provided here, put the history of expansion since 2000, revenues, operating profits and margins side by side. <br /><br />Exclude JVs and associates, last 10 years = all efforts not turned into profit. Or what if those efforts were not taken? <br /><br />This is the business of MRO. Move forward, every player will face the same thread which include JVs and associates.donmihaihaihttps://www.blogger.com/profile/07209484060024612572noreply@blogger.com