Disclaimer: The information on this site is provided for informational purposes only and is not intended to be an offer to sell or the solicitation of an offer or a recommendation to buy in, any fund or security. The information in this website is not intended to nor does it constitute professional advice or services. It is the responsibility of any persons who access the information contained in this website to observe all applicable laws and regulations of such jurisdiction.
Archived are the different research reports which I have made for equities under my watchlist. One bit different from any other professional research reports is that there is no quantitative forecasting for any DCF, P&L or Balance Sheet statement. Reason(s) for not doing so is because: (1) it’s time-consuming considering all the minor assumptions to be made; (2) it’s often unreliable & highly sensitive to minute changes. As such, thevaluethought’s research prefers to adopt a more holistic approach by first considering the following: (1) what’s its business? (2) what’s the history & outlook of its business? (3) what’s the industry outlook? (4) what’s the reason(s) for its undervaluation & what’s the catalyst(s) for re-valuation (5) what’s the analysis behind its financial statements? (6) Forward-looking analysis (if any) will merely be restricted to valuation stress-test.
Lastly, please seek permission before disseminating any of the below research report.