Selling some of this Blue Chip Stock! It's getting expensive relative to peers.
Added 2025-02-12 00:25:37 +0000 UTC
Comments
My last valuation of SMC is dated Dec 2023. They grew a little bit in 2024 so my valuations should improve a little bit as well. My next one pager analysis update will be their annual 2024 results. I don't like SMC right now because they have a huge debt and leverage. I think a lot of their projects needs to materialize. We'll see if 2025, their huge debt will start translating into profit growth. Kapag hindi, kakainin parin sila Ng kanilang interest payments.
TheCheap Gamer
2025-02-12 10:37:15 +0000 UTCGood Day TRFM! Wanna ask about the SMC, in your valuations it is long due overvalued but the stock price is still going high after the dip last January 31, 2025. I am planning to buy stocks on SMC, however your insights is overvalued. Kindly share some thoughts. Thanks.
Dogma Supremo
2025-02-12 10:05:17 +0000 UTC
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