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1781-1800 of 10484
He's probably an accountant by profession... lol...
Lifeisgreat ( Date: 16-Mar-2013 11:18) Posted:
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cheongsl, just wonder if you are vested in this counter?
The company total revenue for FY 2012 95.4% come from aluminium extrusion, out of this 95.4% more then 55% come from the transportation industries.
Have roughly go through the past contract for transportation, and compare to the recent awarded. It seems that the profit margin have significantly reduce in the china market, this might indicated that the aluminium fabrication industries in China is now too competitive. Only 2 project which have lower price per car, both come from oversea, seems like they have dived for this two in order to get into the market. Thus it is expected that the net income to continue to go lower with lower profit margin, and currently classified this counter as risky. Thus it is advisable to avoid this counter for long term fundamental investor. As PE is extremely overvalue, all the positive reporting without fundamental supporting suggest BB are offloading their shares to individual, and invite individual to push up the share price for their offload. It might shrink alot once this offload is done, as they will start removing their support.
| Contract (RMB in million) | No of car | RMB per Car | |
| Wuxi Metro Line 2 | 27 | 138 | $195,652 |
| Dongguan Rapid Railway R2 Line | 22.7 | 120 | $189,167 |
| Nanjing-Gaochun Intercity Rail | 17.6 | 90 | $195,556 |
| Hangzhou Metro Line 2 | 31.7 | 162 | $195,679 |
| Wuhan Metro Line project | 10.6 | 56 | $189,286 |
| 11-Jul-12 | |||
| Nanjing Metro Line 3 project. | 74.6 | 276 | $270,290 |
| 21-May-12 | |||
| Ningbo Metro Line 1 project | 33.7 | 132 | $255,303 |
| Nanjing Metro Line 10 project. | 28.5 | 126 | $226,190 |
| 27-Dec-11 | |||
| São Paulo Expresso Tiradentes project | 59.4 | 371 | $160,108 |
| Shanghai Metro Line 13 | 44.8 | 144 | $311,111 |
| Zhengzhou Metro Line | 38 | 150 | $253,333 |
| 10-Aug-11 | |||
| Kunming Metro project | 33 | 120 | $275,000 |
| Guangzhou Metro Lines 1, 2 and 8 | 62 | 192 | $322,917 |
| 5-Jan-10 | |||
| Downtown line | 38.7 | 219 | $176,712 |
| Shenzhen line 4 | 21.9 | 96 | $228,125 |
Pls respect her!!!
Bo Kan Buay Tua Han......still sleeping.
GorgeousOng ( Date: 15-Mar-2013 11:35) Posted:
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The no. of stock that I focus on is reduce significantly as compare when I first join the stock market, 5~6stocks currently, unlike previously I also don't focus and just base on research report, financial report, sometime just plug and play without even thinking of how true all this. But now find something interesting will try to study and analyse will only enter if feel ok, and exit when technical or fundamental change, sometime all the analysis turn out to be useless, like this one maybe will turn out to be one, as currently still don't seems to have anything interesting.
As for making money, I can say that currently is making money, I believe future also the same if I continue to do my own decision and analysis. Any mistake make during the path of all this analysis contributed to my learning curve and help me to be more aware of the unknow.
Hope that you will also make good money from the stock market.
akchua ( Date: 15-Mar-2013 11:47) Posted:
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Alamak...is 0.225.Heeee
wesely2k ( Date: 15-Mar-2013 11:52) Posted:
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TP 0.70 - BP 0.475 P = 0.275, Huat Ah.................
I am FA also but a lazy one. Usually check the financial/company report, local and global business outlook, government direction etc. But seldom scrutinized projects until such details. Too many reports to read.
You are very diligent, hope you make good money from stock market. You deserve it.
cheongsl ( Date: 15-Mar-2013 07:37) Posted:
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Ayiok! Dont disturb her! Let her sleeps well than later " uh lat" to chiong!!!
wesely2k ( Date: 15-Mar-2013 11:21) Posted:
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Bo Jalan.........Kun ah...!!!!
One way ticket??
SJ-Stomp ( Date: 15-Mar-2013 08:09) Posted:
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现 在 你 们 才 开 始 对 这 hot n sexy baby 有 兴 趣 了 ！ 不 迟 不 迟 还 有 一 点 时 间 让 你 们 上 车 買 票 ！
Wait for 61 cents, maybe we can rethink whether Midas should move forward or backwards. Hehehe.
CHEONG, thanks for that illuminating piece on Midas. The run up in the stock price without corresponding increase is indeed a cause for concern. PE in the range of 100 reminds me of the irrational exuberance of the dot com days. Never expect to see a company with such high valuation in the manufacturing sector in a transparent market where corporate information is so readily available. It is time for investors to re-evaluate their position and pay more attention to the fundamental of their holding.
Sifu is right. Long when the price is low, sell and maybe short extra when the price is high. But really, no one can really tell the " when" exactly. Profit taking is no sin. In fact it boosts the well being of the trader. Lol..
iPunter ( Date: 15-Mar-2013 07:48) Posted:
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When the time is right, longists must become shortists...
There's really no point for anyone to remain a 'holdist' all the time...
Thus, to benefit from the game, one must first master the art of longing...
Which must entail selling at some point in order to gain from the game.
Bopanha ( Date: 15-Mar-2013 07:41) Posted:
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Inside a no way out circuit for shortists, he probably has to wait for two years to cover positions at a " small" loss. Huat for longists. Lol..
... lets see can Midas overcome the resistance $0.530 created by gap down window on 22 Feb? ...
I always do my own homework on the evaluation and analysis. I was attrach by the heat of this counter, but currently can't find reason for entering , it takes time to understand a company and its performance. Might continue for some period, if still can't find any fundamental reason for such increase will leave this counter, and approach another counter for evaluation and analysis.
akchua ( Date: 13-Mar-2013 08:34) Posted:
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