tag:blogger.com,1999:blog-28021668.post6268263324378650694..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Musicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-28021668.post-11193735872709111852007-08-15T17:17:00.000+08:002007-08-15T17:17:00.000+08:00Hello CQ,I guess I haven't figured out a way to pu...Hello CQ,<BR/><BR/>I guess I haven't figured out a way to put a search box within my blog yet, so sorry ! Perhaps you can try clicking on the earlier posts for June and July 2007 on the right-hand sidebar, and scroll till you find it ?<BR/><BR/>I will attempt to add the search box if I can (but kind of an idiot with HTML).....:)<BR/><BR/>Thanks for visiting !Musicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-81789541052457048592007-08-15T16:51:00.000+08:002007-08-15T16:51:00.000+08:00hi musicwhizis there a way to search for articles ...hi musicwhiz<BR/><BR/>is there a way to search for articles that you have previously written in your blog? I am looking for the pac Andes analysis that you have previously done.<BR/><BR/>thanks. CQ.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-28021668.post-62486178969727075852007-08-15T01:12:00.000+08:002007-08-15T01:12:00.000+08:00Hi fishman,You're welcome. For Swiber, if you noti...Hi fishman,<BR/><BR/>You're welcome. For Swiber, if you notice they had an exceptional item called gain on disposal of fixed assets and vessels held for sale. If you remove this then net profit increased by about 300+% only. Revenue increase was 232% so COGS did go down slightly to account for the higher profit increase. (GP margin for 2Q 2007 was 29%).Musicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-69113001685985943272007-08-14T23:27:00.000+08:002007-08-14T23:27:00.000+08:00Nice! Your two recent posts are well researched an...Nice! Your two recent posts are well researched and most rewarding for readers who are learning!<BR/><BR/>I have now understood why dividends are not necessary a good thing and like all if not most things in investing, everything needs to be analysed on it's own basis!<BR/><BR/>One thing I don't understand is how is it that revenue increase by 232% when net profit shot up by 678%? DOes it mean COGS went down by a lot??sm@ll.fryhttps://www.blogger.com/profile/03751757859835343020noreply@blogger.com