Baylin Technologies

BYL-T

Analysis and Opinions about BYL-T

Signal
Opinion
Expert
BUY
BUY
December 30, 2019
The January effect may benefit it. They got crushed after a terrible quarter. People are not playing it for the current business but for the 5G rollout. The Antenna density is 4 times that of 4G. When the build out happens, this company will benefit but you should be buying it now.
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Baylin Technologies (BYL-T)
December 30, 2019
The January effect may benefit it. They got crushed after a terrible quarter. People are not playing it for the current business but for the 5G rollout. The Antenna density is 4 times that of 4G. When the build out happens, this company will benefit but you should be buying it now.
BUY
BUY
December 12, 2019

The stock has gotten hammered since they stumbled on their quarterly results. It is almost entirely because of the AT&T / T-Mobile merger and they delayed capital spending. They are building a new plant. They are suffering from tax loss selling. There is a much bigger price coming down the road.

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Baylin Technologies (BYL-T)
December 12, 2019

The stock has gotten hammered since they stumbled on their quarterly results. It is almost entirely because of the AT&T / T-Mobile merger and they delayed capital spending. They are building a new plant. They are suffering from tax loss selling. There is a much bigger price coming down the road.

TOP PICK
TOP PICK
October 31, 2019
Leaders in global antennas. The stock got demolished after an earnings warning for the next quarter or two. Two carriers slowed down their US 5G deployments. They announced their biggest contract ever in the last press release for 5G antennas to a large carrier outside of the US. This can easily double in the next year. (Analysts’ price target is $3.25)
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Leaders in global antennas. The stock got demolished after an earnings warning for the next quarter or two. Two carriers slowed down their US 5G deployments. They announced their biggest contract ever in the last press release for 5G antennas to a large carrier outside of the US. This can easily double in the next year. (Analysts’ price target is $3.25)
DON'T BUY
DON'T BUY
September 19, 2019
Its prospects with 5G rolling out in the future? They just issued a very negative forecast report with higher costs, so not good. There's debt on the balance sheet. This could be a candidate for tax-loss selling. Don't expect anything for the rest of the year. This is a show-me story.
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Baylin Technologies (BYL-T)
September 19, 2019
Its prospects with 5G rolling out in the future? They just issued a very negative forecast report with higher costs, so not good. There's debt on the balance sheet. This could be a candidate for tax-loss selling. Don't expect anything for the rest of the year. This is a show-me story.
TOP PICK
TOP PICK
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
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Baylin Technologies (BYL-T)
September 10, 2019
They design attennas for phones. It's growing rapidly and trading at 7x EBITDA. It's one of his biggest positions. (Analysts’ price target is $5.61)
BUY
BUY
August 16, 2019
It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.
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It's cheap now. A past pick of his. Likes embedded antennas, which will benefit from the 5G build up in the next three years. Revenues will rise in the next 4 quarters.
BUY
BUY
August 1, 2019
They build antennas in the 5G space on small diameter poles. These are light and not impacted by wind. Analysts are forecasting earnings that would project a 12 PE. A very good buy.
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They build antennas in the 5G space on small diameter poles. These are light and not impacted by wind. Analysts are forecasting earnings that would project a 12 PE. A very good buy.
PAST TOP PICK
PAST TOP PICK
July 22, 2019
(A Top Pick Feb 05/19, Down 13%) He sold his position. Globally, there's a hate-on for small caps. Also, BYL reported a disappointing quarter and face operational challenges.
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(A Top Pick Feb 05/19, Down 13%) He sold his position. Globally, there's a hate-on for small caps. Also, BYL reported a disappointing quarter and face operational challenges.
DON'T BUY
DON'T BUY
June 12, 2019
He thinks you will be able to buy on weakness towards $3.40. He would not be a buyer because he sees them as a tadpole in a giant pond, going up against some massive global competitors. They are small and have an imperfect balance sheet.
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He thinks you will be able to buy on weakness towards $3.40. He would not be a buyer because he sees them as a tadpole in a giant pond, going up against some massive global competitors. They are small and have an imperfect balance sheet.
STRONG BUY
STRONG BUY
June 3, 2019
It is his biggest position. They are a world leader in antenna design. The prospects for this company are very bright for a long time going forward. It is trading at a huge discount and there is huge upside.
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It is his biggest position. They are a world leader in antenna design. The prospects for this company are very bright for a long time going forward. It is trading at a huge discount and there is huge upside.
TOP PICK
TOP PICK
May 31, 2019
They make antennas and have great technology for the advancement of 5G -- affording an explosion in growth potential. The Waewai controversy is helping their business. Yield 0% (Analysts’ price target is $5.76)
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They make antennas and have great technology for the advancement of 5G -- affording an explosion in growth potential. The Waewai controversy is helping their business. Yield 0% (Analysts’ price target is $5.76)
BUY
BUY
May 17, 2019
Rolling out 5G technology using antennas. Earnings are expected to be small relative to the share price -- a high PE ratio today. However, growth in earnings will drop this back towards 12. 2020 should be the year for traction. More upside to come.
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Rolling out 5G technology using antennas. Earnings are expected to be small relative to the share price -- a high PE ratio today. However, growth in earnings will drop this back towards 12. 2020 should be the year for traction. More upside to come.
TOP PICK
TOP PICK
April 29, 2019
A big play on 5G spending which will need a lot more of BYL's attennae. They specialize in built-in attennae. This is a forward-growth stock. (Analysts’ price target is $5.75)
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A big play on 5G spending which will need a lot more of BYL's attennae. They specialize in built-in attennae. This is a forward-growth stock. (Analysts’ price target is $5.75)
SPECULATIVE BUY
SPECULATIVE BUY
April 17, 2019
He owns this personally -- a bit speculative for his clients. A play on 5G technology. The growth in the antenna space is great. The outlook is great long term. Small cap. A speculative buy.
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He owns this personally -- a bit speculative for his clients. A play on 5G technology. The growth in the antenna space is great. The outlook is great long term. Small cap. A speculative buy.
BUY WEAKNESS
BUY WEAKNESS
April 17, 2019
Too small for them. Market cap of $155 mill. More of a local play. If he would buy it he would more at $3.00 - $3.25.
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Too small for them. Market cap of $155 mill. More of a local play. If he would buy it he would more at $3.00 - $3.25.
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