又捉住一条鱼。

看5毛。

去年撒下的种子，翻倍了。

昌老之股，必是好股。

大盘怎么回事？跌个没完了？

像这种大盘下跌的情况下，买些大东方，ocbc之类的股您觉得风险高么？

当然要会甄别。

Credence Capital是什么背景？

Mr. Koh Boon Hwee is a familiar face in the Edge.
Track record in HP, Singtel, Temasek, DBS...

Other two partners are from HP. One PM has deep knowledge of manufacturing and electronics, other PM and Analysts join with financial background.

I think it's a good team in improving the value of SME in this domain.
http://www.credence-investment.com/ourTeam.html

But, one thing I don't understand, PE generally invest in unlisted company.
In the case of XMH, not sure how long they will stay, and how they will exit?

投资制造业相关的公司比较多，好像这种private equity fund都很小，credence的team也不大，两个analyst都刚毕业不久的样子，几个boss倒是有资深的制造业和投资的经验。

周五刚发布利好消息，1Q2014 net profit up 22.7% to 2.7 million, 不过revenue和gross profit都下降了，貌似主营业务的成长一般，这个还需要看接下来具体的财报，看看这个net profit是怎么算出来上升的。

MPG的收购除了扩大公司的业务领域外，还有FY14和FY15的profit warranty 和 NTA warranty, 可以说是给此次收购上了一个保险，算是给FY14和FY15的盈利增长设置了一个底限吧，就像CEO说的:”the acquisition will be immediately earnings accretive to the Group.”