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Fundamental Analysis Workshop Series Session Seven – Case Study #1

Fundamental Analysis Workshop Series Session Seven – Case Study #1. DISCLOSURES & DISCLAIMERS. This research material has been prepared by NUS Invest. NUS Invest specifically prohibits the redistribution of this material in whole or in part without the written permission of NUS Invest.

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Fundamental Analysis Workshop Series Session Seven – Case Study #1

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  1. Fundamental Analysis Workshop Series Session Seven– Case Study #1

  2. DISCLOSURES & DISCLAIMERS This research material has been prepared by NUS Invest. NUS Invest specifically prohibits the redistribution of this material in whole or in part without the written permission of NUS Invest. The research officer(s) primarily responsible for the content of this research material, in whole or in part, certifies that their views are accurately expressed and they will not receive direct or indirect compensation in exchange for expressing specific recommendations or views in this research material.

  3. DISCLOSURES & DISCLAIMERS Nothing in this research material constitutes a representation that any investment strategy or recommendation contained herein is suitable or appropriate to a recipient’s individual circumstances or otherwise constitutes a personal recommendation. It is published solely for information purposes, it does not constitute an advertisement and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein. The research material should not be regarded by recipients as a substitute for the exercise of their own judgement. Any opinions expressed in this research material are subject to change without notice.

  4. Methodology The Loser The Winner Q & A

  5. The Loser • Pure Technicals • 0 Fundamental Analysis • No catalyst • Minimal understanding of the business The Loser The Winner Q & A

  6. The Winner The Loser The Winner Q & A

  7. The Loser The Winner Q & A

  8. The Loser The Winner Q & A

  9. Why Did I Buy M1? Dividend Yield • 5.8% forecasted dividend yield (extracted from payout ratio) • High yield cushions downside risk • Highly visible earnings; contracts (you won’t lose mobile suscribers all of a sudden) The Loser The Winner Q & A

  10. Why Did I Buy M1? Data Plan Pricing • Key Catalyst • 12GB of Data is ABSURD • New 2GB means reduction in expenses and increment in revenue. Higher profits The Loser The Winner Q & A

  11. Why Did I Buy M1? Iphone 5 Release • 4S was a disappointment • Pent-up demand for a new Iphone after Iphone4 • Increase in handset sales The Loser The Winner Q & A

  12. Where We Are Now? $2.87 BUY! $2.56 The Loser The Winner Q & A

  13. Q & A Introduction Metrics Q & A

  14. THANK YOU! Introduction Metrics Q & A

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